A very good discussion on oil benchmarks, including the new Shanghai contract is
Iran’s Oil Exports… Daily Shot (WSJ)
From The Daily Shot, WSJ, here is a possible scenario of Iranian oil exports: And, a bonus chart showing US net crude imports:
Basis risk in the Permian… WSJ
The price to oil producers in the Permian has collapsed compared to WTI... Here is Alison Sider and Ryan Dezember of the Wall Street Journal: ”In
Krauss, NY Times, on implications of leaving the Iranian nuclear deal…
Clifford Krauss, NY Times, has a nice piece summarizing the President's decision to exit the Iranian nuclear deal here... "A cascade of
Our May “Energy Markets” podcast…
Supply/demand balance… EIA
The EIA’s Short Term Energy Outlook shows global stocks growing by .2 mbd in 2018 and .6 mbd in 2019 after contracting by .5 mbd in 2017: