Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
IEA, EIA supply/demand balances…
Monthly oil reports for December from the IEA and the EIA agree that stocks will build next year, the IEA is looking for larger builds…
Money managers net energy positions… Kemp
John Kemp, Reuters, updates positions by money managers in energy, here… No surprise…
Shale getting stingy?… Rystad
Rystad Energy has a nice piece on reinvestment rates in shale, here… ”Reinvestment rates among US shale oil producers hit an all-time low in the
Scott Sheffield, CEO Pioneer Natural Resources interview… CNBC
Short and chock full of
Money moves into oil ETF’s… Bloomberg
Alex Longley, Bloomberg, writes about the influx of money oil ETF’s, here… ”The flows ran contrary to speculators investing in oil, who continued