From today's WSJ, "Saudi Aramco Chief Predicts Oil Shortage..." "Mr. Nasser said the dearth of investment now would lead to fewer barrels in
Are commodities cheap?… Visual Capitalist
An interesting chart from Visual Capitalist:
Commodity prices, year to date… EIA
In Today in Energy, the EIA compares energy prices to other commodities, year to date: I'm guessing we won't see the McRib sandwich very soon:
CTA funds using quant strategies at record levels… Bloomberg
A Barclays chart, via Bloomberg, shows a continued rise is assets under management by commodity trading advisors (CTA's): But they are not
Interesting charts on oil from Market Realist…
Here are some interesting charts from Market Realist:
Days supply, US crude, gasoline, distillates… EIA
From This Week in Petroleum we can look at current stock levels compared to current demand by looking at the days supply measure: All have
Energy Markets podcast for July…
Fossil fuels, renewables, US energy mix… EIA
Here are some takeaways from the EIA's Today in Energy: "In 2016, fossil fuels accounted for 81% of total U.S. energy consumption, the lowest
OPEC’s Output Rose to Highest This Year… Bloomberg
Here is Bloomberg: "Members of the Organization of Petroleum Exporting Countries boosted their output by 260,000 barrels a day compared with May,