In a story that highlights the closing of another hedge fund run by Louis Bacon, Mark Gilbert, Bloomberg, summarizes the industry, here: ”In total,
Fracking share of US production… WSJ
My “go to” chartbook called The Daily Shot, put out by the Wall Street Journal, here, has a nice chart illustrating the importance of fracking to US
More on the EIA’s increase in US oil production estimates… EIA
In today’s “This Week In Petroleum”, the EIA explains the increase in production estimates released last week: ”The increases in crude oil
Germans, wind, pushback… FT
Tobias Buck, Financial Times, suggests the Germans may be falling out of love with wind, here... via Marginal Revolution, here... ”In the first
Money flows out of some commodities… WSJ
The Wall Street Journal’s “The Daily Shot” has a couple of nice charts showing the outflow of commodities, here...
WTI option vol chart…
The next OPEC meeting is scheduled Dec 5th... Data is through 11/15/19...