From “This Week In Petroleum”, the EIA discusses assumptions on Iranian production, here: “The October STEO assumes that the effects of sanctions
Tyler Cowen On Romer, Nordhaus… Bloomberg
Here is the link: https://www.bloomberg.com/view/articles/2018-10-08/romer-nordhaus-are-deserving-picks-for-economics-nobel
Natural gas prices surging… CNBC
Here is what’s been going on in natural gas (the lower chart is implied volatility): Tom DiChristopher at CNBC has a nice piece explaining why,
Orsted Makes a Move In U.S…. NYT
More offshore wind farms are coming... Here is Stanley Reed, New York Times: ”Falling costs for offshore projects have caught the attention of
S&P returns when rates rise… Vanguard via Ritholz
Barry Ritholz, The Big Picture, highlights a Vanguard piece on what happens to the S&P during times of rising interest rates, here and here...
Podcast: October 2018 Oil Market Analysis
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