The CBOE's measure of oil volatility, the VIX, is up: The chart is from Google Finance...
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
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
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
Our latest podcast on energy markets… CRG
Our latest podcast on energy markets recorded yesterday morning, March 7th...
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
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
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
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







