Stronger than expected demand plus unexpected supply outages lead the IEA to expect a market in balance sooner, now in
Ed Yardeni interview… Ritholz
Ed Yardeni, long time Wall Street economist and analyst is excellent in a podcast with Barry
Monthly Oil Market Report…OPEC
OPEC's excellent monthly supply/demand report is
Coal production… EIA
Here is the EIA on coal production: (http://www.eia.gov/todayinenergy/detail.cfm?id=26612) "Coal production has declined because of increasingly
Labor Market Conditions Index… St. Louis Fed
Here is the St. Louis Fed's "Change in Labor Market Conditions Index" updated chart: Some of what goes into this index is pulled from the JOLTS
Oil market disruptions, timeline… FT
The Financial Times plubished a nice chart (via Goldman?) showing the timeline of recent production outages, with estimates for rest of