Importing Crude, but in declining volumes, exporting products and natural gas... The story is here...
The Daily Shot… WSJ
Today’s “The Daily Shot” has lots of good stuff (as usual), here... This chart shows the net selling going on by managed money in corn
Dueling GDP Nowcasts… Atlanta, NY Feds…
the Atlanta Fed’s 1Q GDP nowcast is soaring, at 2.8%... However, the NY Fed is still a sluggish 1.37...
Hedging contributions… EIA
The EIA’s always excellent “This Week In Petroleum” includes a very interesting chart showing hedging contributions to revenue for oil producers,
Record energy consumption in the US in 2018… The EIA
Here a recent entry from the EIA’s excellent Today in Energy series... ”Primary energy consumption in the United States reached a record high of
What spread traders know… The Fed
Spread traders are smarter and/or have better information than the rest of us? I’m not sure I’ll get to read the whole thing, but I’m guessing that