The EIA suggests pipeline capacity growth will be sufficient to move increasing Permian production: "Pipeline infrastructure in the Permian is now
Is Chinese Growth Overstated?… Liberty Street Economics
The authors of the study mentioned in a previous blog post explain their paper succinctly here .... "It has been well established that growth in
CO2 emissions from US power sector… CarpeDiem
From CarpeDiem... Reduced CO2 emissions since 2007 from the power sector: Natural gas moves ahead of coal:
Tyler Cowan, “The Complacent Class”
My "go to" blog, Marginal Revolution, co-creator Tyler Cowan is interviewed in the Wall Street Journal about his new book, "The Complacent Class" (an
China’s GDP Growth May be Understated…
By Hunter Clark, Maxim Pinkovskiy and Xavier Sala-a-Martin... Here is the abstract (my bolds): "Concerns about the quality of China’s official GDP
Crude Oil Options Update…
Here is the chart of implied volatility for WTI going back long enough to show the big spike in 2008 (not a record high...135.4 on 1/14/91 is the
Dueling Fed GDPNowcasts, revisited…
The Atlanta and New York Feds put out separate estimates of GDP using up to date information... On Friday, each estimate was revised lower due to the
US Oil Production…
These numbers are based on the weekly estimates from the EIA... Currently, US Oil production is at 9.235 mbd... Here is a long term chart of US
Debunking commodities as an asset class… WSJ, Campbell Harvey
Ira Iosebashvili and Timothy Puko report in the Wall Street Journal on Duke University's finance professor Campbell Harvey: "His next project is