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September 15, 2019

How David Swensen Made Yale Fabulously Rich… Bloomberg

Over the years, I have learned a lot by reading Yale’s annual endowment reports and Swensen’s books... Here is Drake Bennett, Janet Lorin and Michael

Category iconCommodity Research

September 15, 2019

Saudi Aramco Drone Attack Latest… Bloomberg

Nayla Razzouk and Javier Blas, Bloomberg, update us on the drone attack, here... “For the global oil market, the 5.7 million barrels a day outage

Category iconCommodity Research

September 13, 2019

More from OPEC’s monthly…

Here is more from the recent Monthly Oil Market Report put out by OPEC...  Supply/Demand balances show the potential for stock builds in 2020 even if

Category iconCommodity Research

September 13, 2019

OPEC’s monthly Oil Market Report…

The monthly Oil Market Report from OPEC is always worth a look... Here is a chart with their revisions of non-OPEC supply for 2019 and 2020... The

Category iconCommodity Research

September 13, 2019

US natural gas reaches new record despite low prices… EIA

From the EIA’s, Today in Energy, here... ”U.S. natural gas production continued to increase in August, setting a new daily production record of

Category iconCommodity Research

September 13, 2019

Canada’s Oil Market, US Demand… WSJ

Villa Monga, Wall Street Journal, has a nice piece on heavy Canadian crudes finding demand in the US due to the embargo placed on Venezuela,

Category iconCommodity Research

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