The CarpeDiem website posted some excellent charts related to energy... This one shows how little consumers spend on energy as a percent of total
OPEC and non-OPEC Oil Supply
The IEA releases its monthly Oil Market Report for non-subscribers about two weeks after the initial release on October 11...Here are two charts
OPEC deal skeptics… Bloomberg
Have we covered this yet? Here is Bloomberg doing the math: "In Algiers, OPEC agreed to reduce its production to a range of between 32.5 and 33
Short positions held by producers, merchants… EIA
From Today in Energy via the CFTC, here is a long term look at short positions held by producers and merchants through October
7 Tips for Interpreting Macro Data… Jason Furman
Furman does an excellent job on how to look at and interpret macro data here:
Brent spreads… Reuters
Oil timespreads tend to be traded from a fundamental perspective (meaning an analysis of supply/demand conditions), while flat price trading includes




