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October 2, 2019

Energy Transition Fact Sheet… Columbia/Center on Global Energy

Here is an “Energy Transition Fact Sheet” from Columbia’s Center on Global Energy...  Do read the whole thing... This chart shows the transition of

Category iconCommodity Research

October 1, 2019

August non-OPEC unplanned oil production outages fell… EIA

to the lowest levels since at least since 2011”... Here is more from the EIA’s Today in Energy: ”Unplanned oil production outages among countries

Category iconCommodity Research

September 30, 2019

Shale boom is slowing… WSJ

This is an excellent piece by the Wall Street Journal’s Christopher M. Matthews and Rebecca Elliott on the slowing growth of shale oil

Category iconCommodity Research

September 27, 2019

Latest GDP Nowcasts are out… NY, Atlanta Fed

The NY and Atlanta Feds updated their GDP Nowcasts today:      

Category iconCommodity Research

September 27, 2019

Oil production, stock performance… EIA

“Despite increased second quarter 2019 returns and production for 42 publicly traded companies, U.S. oil companies' stock prices decline”.... This is

Category iconCommodity Research

September 26, 2019

Updated implied vol chart, WTI…

The following charts track the at the money, second nearby, WTI option through yesterday's settlement... Note that the high vol mark of the year was

Category iconCommodity Research

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