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December 13, 2018

A Floor Under Prices?… IEA

That’s the title of the IEA’s always excellent summary of their monthly Oil Market Report, here...  Note that the IEA shows a draw in stock levels as

Category iconCommodity Research

December 12, 2018

Some interesting charts from this month’s Short Term Outlook… EIA

The EIA’s Short Term Energy Outlook for December has some nice charts, here...  First is the expected supply/demand balance for 2029: And, here

Category iconCommodity Research

December 4, 2018

US monthly oil production… Carpe Diem

From the blog, Carpe Diem, here is a look at monthly oil production:

Category iconCommodity Research

December 4, 2018

Break-even prices for shale… WSJ

Bradley Olson and Rebecca Elliott, Wall Street Journal, have a nice piece today discussing break-even prices for US shale oil producers, here... 

Category iconCommodity Research

December 3, 2018

Hedge funds cut net length again… Reuters

John Kemp, Reuters, shows us the extent of hedge fund selling in a chart, here...  The data is released on Friday as of the previous Tuesday...

Category iconCommodity Research

December 3, 2018

Pipeline constraints, refinery maintenance, Western Canadian crude… EIA

The EIA’s excellent Today in Energy series covers a timely topic today, here...  First the news... ”Alberta Premier Rachel Notley announced Sunday

Category iconCommodity Research

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