Bloomberg compares OPEC's outlook to the IEA's (from recent monthly reports): "The outlook for the current quarter is no clearer. The IEA sees
Nasser Bullish on Oil Demand… WSJ
From the WSJ: "In a discussion at the Center on Global Energy Policy at Columbia University, Amin Nasser, the top executive of Saudi Arabian Oil
Crude, gasoline, distillates days of supply, US… EIA
From the EIA's This Week in Petroleum, charts showing days of supply (stock levels divided by demand) indicate a "tighter" situation compared to last
A bear market by any definition….
From CarpeDiem:
IEA Supply/Demand Balance…
The IEA is looking for sharp draws in this quarter: With a caveat: "Another factor that could influence the market balance is revised
Some charts from the EIA’s Short Term Energy Outlook…
The EIA shows an expected world stock draw in 3Q17, but then 3 quarters of builds... However, this is against a backdrop of consumption increases of
“p-hacking”… Peter Coy, Bloomberg
Do read the whole thing here... "In the wrong hands, though, backtesting can go horribly wrong. It once found that the best predictor of the
John Watson, CEO, Chevron, interview… Columbia
Columbia U's SIPA Center on Global Energy Policy interview with John Watson is here...
Hedge Funds Build Bullish Position in Natural Gas… Kemp/Reuters
John Kemp/Reuters reports that hedge fund have built a big bullish position in natural gas futures... Here is why: "Fund managers have responded to