Andrew Lo isexcellent talking about markets
Vehicle miles traveled… Advisor Perspectives
Jill Mislinski at Advisor Perspectives puts together some nice charts relating to fuel demand in the US here: The stronger economy and lower
Oil shortages possible by 2020… IEA
Sarah Kent at the Wall Street Journal reports on the IEA's concern that oil shortages are possible soon (just in time to run smack into "peak gas
Refinery runs are soaring… Fuelfix
From Fuelfix: ''Even though crude imports jumped higher by over 1.1 million barrels per day last week, a climb into unchartered territory by
Mexico completes hedging program… Reuters
Here is the story from Reuters: ''Mexican state-owned oil company Pemex said on Tuesday it had completed an oil hedging program for May to December
People aren’t buying enough gas… CNBC
Here is the gist of the CNBC piece on gasoline demand: ''Demand for U.S. gasoline has recovered since January, but remained below 2016 levels
Ohio, Pennsylvania increased gas production most in 2016…EIA
Here is the chart from "Today in Energy" showing gas production changes in selected states: And here is another look:
Can the bankers sell Saudi Aramco? … Nick Butler, Financial Times
In today's Financial Times, Nick Butler discusses three issues for Saudi Aramco's IPO:
Days supply, gasoline, distillates, crude oil… EIA
Distillates look "tight" from a days supply (stock levels divided by daily implied demand) perspective: Gasoline is looking better