The Economist discusses whether Saudi Arabia can make up for lost Iranian exports, here: “Even if Saudi Arabia wants to fill the gap left by Iran,
Venezuela’s oil production… WSJ
The Wall Street Journal’s The Daily Shot has a couple of interesting charts that are self explanatory, here:
Macro Musings podcast…. David Beckworth
Here are two recent and very good podcasts from David Beckworth: First with Robert Kaplan, here... “Rob Kaplan is the President and CEO of the
Markets are volatile, underlying economy steady… WSJ
Real Time Economics, an Economics blog from the Wall Street Journal, suggests looking at final sales, here: ”Want a clearer picture? Look at final
Iranian production… EIA
Here is the Energy Information Agency on Iranian production in the series, “Today in Energy”: ”According to data from ClipperData, Iran's exports
Oil trades lower… Barchart, CNBC
Here is the picture from Barchart.com: And, from CNBC, the reason why we are lower: ”Saudi energy minister Khalid al-Falih told Russia's
Fed watchers… WSJ
This chart is from the Wall Street Journal’s The Daily Shot, here... I’m amazed at how much Fed language is analyzed:
Declining optionality?… Bloomberg
Jack Wittels, Bloomberg, suggests that optionality inherent in moving oil and products around the world will decline when new clean fuel rules start
Permian Oil Boom Is Showing Signs of Overheating… Bloomberg
Kevin Crowley, Bloomberg, has a nice piece on the Permian oil boom, here...