Glencore's relationship with the zinc market is described well here in an article from the WSJ... Glencore's cut back in production helped contribute
Too much oil… The Economist
The Economist discusses oil in storage here... I focused on Hillary Stevenson's comment of the average cost to store a barrel: "Hillary Stevenson
Saudi oil production… WSJ
The Wall Street Journal writes about OPEC extending supply cuts... here is Saudi Oil Minister Falih: "Inventories haven’t fallen as OPEC members
This Week in Petroleum… EIA
Here are stock levels for crude oil, gasoline and distillates compared with 5 year ranges, from the EIA: Crude and gasoline are doing their
The IEA’s Monthly Oil Report is out….
Here are some nuggets from the summary: Increased stock levels, especially in the U.S. are no surprise: "Export volumes are still appearing in
Timing is still key…
Here is Bloomberg writing about Goldman's badly mistimed bullish call: "The bank is sticking to its view that tightening supplies will lead to
Natural Gas Glut… WSJ
Timothy Puko, WSJ, writes: "Natural-gas futures have fallen 23% over the past two months to $3.043. Shares of gas-production companies are among
Crude spreads, Contango/Backwardation… Jeff Kemp, Reuters
Jeff Kemp does a nice job describing backwardation and contango in oil markets here: http://www.reuters.com/article/oil-opec-kemp-idUSL5N1GR4IB He
Brent price benchmark to add another crude… Today in Energy
From Today in Energy: "The method for assessing the Brent global benchmark crude oil price is scheduled to change in 2018. The Brent price







