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July 18, 2019

The crude oil adjustment… EIA

The EIA explains its balancing factor which shows up in its weekly estimates of petroleum supply and disposition, here...  The market seems to ignore

Category iconCommodity Research

July 17, 2019

Options update…

WTI options volume was higher than normal yesterday and concentrated in just a few strikes... I wouldn’t read too much into this as August options

Category iconCommodity Research

July 16, 2019

Scott Kupor interview on venture capital markets… Ritholtz

I highly recommend, here... Bloomberg Opinion columnist Barry Ritholtz interviews Scott Kupor. Kupor is the managing partner at Andreessen

Category iconCommodity Research

July 16, 2019

US CO2 emissions expected to fall in 2019… EIA

Here is the EIA: ”After a 2.7% increase in U.S. energy-related carbon dioxide (CO2) emissions in 2018, EIA’s July Short-Term Energy Outlook (STEO)

Category iconCommodity Research

July 12, 2019

Oil Market Report… IEA

This is from the IEA’s summary, here... ”The main message of this Report is that in 1H19 oil supply has exceeded demand by 0.9 mb/d. Our latest

Category iconCommodity Research

July 12, 2019

US budget deficit… WSJ

I don’t hear the incumbent or any candidates talking about the deficit... This is from Real Time Economics: Despite a growing deficit, here are

Category iconCommodity Research

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