From Irrelevant Investor via The Big Picture, here...
Asian demand down, Iranian supply up…
Joe Wallace, Wall Street Journal, discusses oil supply/demand focusing on declining demand in India and increasing supply from Iran, here... “Iran
One year ago… Bloomberg
Sharon Cho and Alex Longley, Bloomberg, note the one year anniversary of negative WTI oil prices, here... “A year ago today, the global oil market
Disciplined spending by E&P’s… RBN Energy
The always excellent RBN Energy blog has a piece on past and future capital spending by E&P’s, here... ”Remarkably, that trend of capital
More on Iranian oil…
Cyril Widdershoven, oilprice.com, has a nice piece called “Why Iran’s Return to Oil Markets Isn’t a Major Threat”, here... “It is certainly true
Oil demand… Bloomberg
Julian Lee, Bloomberg, has a nice piece on oil demand suggesting that recent optimistic estimates still don’t take us back to pre-pandemic