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August 22, 2018

Jill Mislinski on trends in gasoline consumption….

Jill Mislinski, Advisor Perspectives, does an excellent job analyzing gasoline sales in the US, here...  The first chart shows total gasoline levels

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August 21, 2018

A long term look at crude oil vol…

Here is a long term perspective of WTI implied volatility going way back (through 8/20/18)... At the money vol settled at around 24% yesterday... The

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August 20, 2018

Port district Houston-Galveston became a net exporter of crude in April… EIA

For the first time in record the port district of Houston-Galveston has become a net exporter of crude oil... Here is the link... And here are some

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August 20, 2018

US/China Natural Gas… WSJ

Stephanie Yang and Timothy Puko, Wall Street Journal, have a nice piece on US/China natural gas trade, here... Their charts make excellent background

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August 20, 2018

Carbon taxes vs. “cap and trade”… The Economist

The Economist highlights a study showing that carbon taxes are better at reducing carbon emissions: ”A new IMF working paper by Ian Parry, Victor

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August 18, 2018

Clues of a demand slowdown… Houston Chronicle

Time spreads especially diesel (world economy sensitive), commodity correlations (industrial metals with energy, for example), currency values and

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