This chart is from the EIA’s Short Term Energy Outlook, release today: Strong refinery runs in the mid-continent and a major Canadian supply
Dr. Ed on yields…
Dr. Ed Yardeni explains the tug of war in the bond market: http://blog.yardeni.com/2018/08/tug-of-war-in-bond-market.html Reminder: check in on
Supply Chain Adjustments…
Clyde M. Russell, Reuters, has a nice piece, here, on the changing oil trade routes due to the China/US trade dispute and sanctions imposed on
Power Worth Less Than Zero… Bloomberg
Here is an excellent piece from Bloomberg on the spreading of negative power prices... ”With wind and solar farms sprouting up in more areas -- and
Podcast: August 2018 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Vitol’s Ian Taylor… Financial Times
Interesting throughout...