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January 29, 2018

Chartbook… John Kemp, Reuters

John Kemp, Reuters, has an excellent chart book illustrating the tightening of crude oil stocks... Here is one showing Brent and WTI, month one minus

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January 26, 2018

US Oil production… CarpeDiem

US oil production, from CarpeDiem  : More production data can be found at the EIA’s site, here:

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January 24, 2018

China shifts to gas… WSJ

Sarah McFarlane and Nathaniel Taplin have a nice piece in today’s Wall Street Journal on China’s move out of coal into natural gas: ”China’s smog

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January 23, 2018

Hedge funds still bullish oil… Kemp/Reuters

John Kemp at Reuters has a chart book using data from the CFTC’s Committment of Traders Report and ICE, none more telling than this one: Here

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January 23, 2018

The World Economies Are Growing… WSJ

It doesn't happen often, but economies of 45 countries tracked by the OECD are growing: "From 2012 to 2016 the global economy grew only

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January 23, 2018

January’s cold weather affects electricity generation mix.. EIA

The always excellent “Today in Energy” shows the change in fuel mix for electricity generation during the recent bitter cold:    

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January 23, 2018

Refinery economics… WSJ

Here is the Wall Street Journal on the effects of a poorly constructed ethanol program on an independent refinery: “Philadelphia Energy Solutions

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January 22, 2018

The Fracking Debate… Columbia Energy Exchange

Jason Bordoff interviews Daniel Raimi on his new book “The Fracking Debate: The Risks, Benefits and Uncertainties of the Shale Revolution”

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January 19, 2018

OPEC’s take on supply growth…

From OPEC's Monthly Oil Market Report, here are changes in supply for selected countries in 2017 and 2018: And here are recent OPEC oil

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