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June 21, 2019

Why Iran would attack foreign tankers… CNBC

Natasha Turk, CNBC, has a nice piece laying out reasons why, here...  Here is point 1, do read the whole thing... 1. Iran ‘has nothing to

Category iconCommodity Research

June 20, 2019

Andy Lebow talks to Bloomberg Canada…

Andy covers oil market fundamentals like no one else can,

Category iconCommodity Research,  Press

June 20, 2019

The Strait of Hormuz is the world’s most important oil transit checkpoint… EIA

The EIA’s excellent and timely piece in “Today in Energy” reminds us why an escalation of tension in the region is so important to oil prices:

Category iconCommodity Research

June 17, 2019

The rate cut the economy doesn’t need… Barron’s

Randall W. Forsyth, Barron’s, nicely summarizes the thinking going into this week’s Fed meeting, here... (Hat tip to The Big Picture, here)... Of

Category iconCommodity Research

June 14, 2019

Atlanta GDPNow moves higher off today’s retail sales data…

Here is the Atlanta Fed’s updated GDP estimate for 2Q:  

Category iconCommodity Research

June 14, 2019

IEA Oil Market Report… Summary

The IEA’s Oil Market Report for June was released this morning... Here are some takeaways from the summary (my bold): “The consequences for oil

Category iconCommodity Research

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