In early February, some deep out of the money put buying occurred in the April/May, May/June and June/July (also, the expired March/April) 0, zero,
The Growing Significance of American Oil
Nice summary from Fox Business on the growing importance of American oil production: The U.S. is becoming an increasingly dominant player in the
US oil exports… EIA
The EIA's "This Week in Petroleum" has a nice piece on US petroleum exports here... "Exports grew to 1.1 million barrels per day (b/d) in 2017, or
Our March podcast on Energy Markets…
Global gas market, trading companies… FT
Here is a nice piece by the Financial Times on a growing international gas market:
S&P vs. crude oil volatility… EIA
In today’s release of the Short Term Energy Outlook, the EIA looks at S&P vol compared with crude oil vol with this nifty chart: “The VIX,
US oil exports to Asia are slumping.. Reuters
Clyde Russell, Reuters, does an excellent job explaining US export economics here... ”Vessel-tracking and port data suggest Asian imports of U.S.
China’s demand for commodities… Visual Capitalist
Here is the link: http://www.visualcapitalist.com/chinas-staggering-demand-commodities/
The IEA’s Five Year Forecast is Out… WSJ
Sarah Kent, WSJ, reports on the IEA’s five year outlook here... ”Oil production is expected to grow in Canada, Brazil and Norway—all countries