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December 16, 2020

US LNG exports set record in November… EIA

From the EIA’s excellent Today in Energy: ”During the summer of 2020, monthly exports of liquefied natural gas (LNG) from the United States were

Category iconCommodity Research

December 15, 2020

Vaccine impact on oil demand… Reuters

Noah Browning, Reuters, summarizes the IEA’s Monthly Oil Report, here... ”“The understandable euphoria around the start of vaccination programmes

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December 15, 2020

Water futures unlikely to trade much… Bloomberg

David Fickling, Bloomberg, is not optimistic that water futures will ever become an actively traded market... “The reason ultimately comes down to

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December 15, 2020

The IEA’s Oil Market Report for December is out… IEA

And they revise oil demand down (my bold): ”In the short term, oil demand remains weak and we have reduced our estimate for the fourth quarter of

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December 15, 2020

Coal capacity declining… The Economist

Here is The Economist on coal: ”Consumption of coal has been on a slightly downward-sloping plateau for some years. But the capacity to burn it

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December 12, 2020

The New Green Energy Giants… WSJ

The times they are changing... Katharine Blunt and Sarah McFarlane, Wall Street Journal, have a nice piece comparing new green companies to oil

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