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March 9, 2017

Oil VIX reacts to lower oil prices…

The CBOE's measure of oil volatility, the VIX, is up: The chart is from Google Finance...

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March 9, 2017

Dueling Nowcasts…

The NY Fed and the Atlanta Fed each publish GDP Nowcasts which try to estimate current quarter GDP using the most recent economic data points... But

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March 9, 2017

This Week in Petroleum… EIA

US oil stocks continue to rise... Here a chart the market is reacting to: Gasoline is declining seasonally, but still at the upper end of the 5

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March 9, 2017

Lebow quoted in FT and Reuters…

Our own Andy Lebow is quoted in the Financial Times: and in Reuters: ""We're seeing some 'GMO trading', or 'Get-Me-Out' type trading," said

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March 8, 2017

Our latest podcast on energy markets… CRG

Our latest podcast on energy markets recorded yesterday morning, March 7th...

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March 7, 2017

The EIA’s Short Term Energy Outlook Increases US Oil Production Estimate…

Today's release of the EIA's Short Term Energy Outlook upped US oil production estimates for 2017 and 2018: "EIA forecasts U.S. crude oil

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March 6, 2017

The Permian shale boom… The Telegraph

Ambrose Evans-Pritchard from The Telegraph quotes Scot Sheffield, founder of Pioneer Natural Resources: ""The Permian never stopped growing and now

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March 6, 2017

US refined products exports are booming… Bloomberg

Yes, Andy talked about this in our last podcast... Here is Bloomberg: "U.S. companies last year exported a record 3 million barrels a day of

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March 5, 2017

Bullish Commodity Bets… WSJ

Stephanie Yang writes about a renewed investor interest in commodities in the WSJ, which includes the following charts. This one shows returns to the

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