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May 10, 2019

Debt levels in selected oil producing countries… WSJ

  From the Wall Street Journal’s The Daily Shot, here... Note that debt levels increased after the collapse in oil prices in late 2014...

Category iconCommodity Research

May 9, 2019

Why is it so hard to predict the future… The Atlantic

David Epstein, The Atlantic, has an excellent piece recapping the famous Ehrlich/Simon bet and discussing Phillip Tetlock’s research, here.. ”Even

Category iconCommodity Research

May 9, 2019

US energy consumption, production, exports reach record highs in 2018… EIA

From Today in Energy, here...

Category iconCommodity Research

May 8, 2019

A balanced oil market…

Here is the EIA’s supply/demand outlook through 2020 in a picture...

Category iconCommodity Research

May 8, 2019

Fund activity in gasoline and diesel….

Money managers’ positions in gasoline and diesel have diverged... The first two charts are from John Kemp, Reuters, here...  The last on is from the

Category iconCommodity Research

May 8, 2019

Midland/West Texas Sour… EIA

The EIA suggests there was a spec issue, here... ”Light, sweet crude oil prices in the Midland hub, the area where crude oil produced from the

Category iconCommodity Research

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