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March 31, 2017

Amrita Sen, Energy Aspects, on energy markets via WSJ

The Wall Street Journal quotes the excellent Amrita Sen: "“Libyan production was rising, they were talking about getting to 1 million barrels a

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March 30, 2017

Peak Oil Demand… energypost.eu

Fereidoon Sionshani from energypost.eu has a nice piece on peak oil demand (remember "peak oil supply" about 10 years ago?) here... He quotes

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March 30, 2017

Sharp draws in gasoline and distillates… This Week in Petroleum

The markets are reacting to good demand numbers and sharp stock draws in distillates and gasoline... Here are the charts from This Week in

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March 29, 2017

An indicator of something…

but I'm not sure what... "Bloomberg sees rare drop in terminal users"- Financial News: "The number of terminals used by traders, fund managers and

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March 25, 2017

Quilt of investment returns… Oppenheimer via Business Insider

From Oppenheimer, here is a quilt (I love the quilt!)showing returns from different asset classes over 10 years: One note... The quilt has an

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March 24, 2017

Days supply… This Week in Petroleum

"Days supply" is a measure which compares stock levels to current demand... Stock levels divided by daily demand gives us a sense of how tight or

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March 24, 2017

Booming demand…for sand… WSJ

Used in fracking, here is the Wall Street Journal on the demand for sand: "The tightening market has already sent prices marching toward $40 a ton

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March 24, 2017

ICE, Platts to Launch LNG futures contracts… WSJ

In the race to develop a world benchmark for a commodity increasing in importance globally, ICE is winning... Here is the Wall Street Journal: "By

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March 22, 2017

High-Frequency Traders Fall on Hard Times… WSJ

It's an arms race, here is the WSJ: "When many high-speed traders got their start in the 2000s, the leading technology for transmitting data was

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