From “This Week In Petroleum”, the EIA discusses assumptions on Iranian production, here: “The October STEO assumes that the effects of sanctions
Tyler Cowen On Romer, Nordhaus… Bloomberg
Here is the link: https://www.bloomberg.com/view/articles/2018-10-08/romer-nordhaus-are-deserving-picks-for-economics-nobel
Natural gas prices surging… CNBC
Here is what’s been going on in natural gas (the lower chart is implied volatility): Tom DiChristopher at CNBC has a nice piece explaining why,
Orsted Makes a Move In U.S…. NYT
More offshore wind farms are coming... Here is Stanley Reed, New York Times: ”Falling costs for offshore projects have caught the attention of
S&P returns when rates rise… Vanguard via Ritholz
Barry Ritholz, The Big Picture, highlights a Vanguard piece on what happens to the S&P during times of rising interest rates, here and here...
Podcast: October 2018 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Shangai oil futures volume…WSJ
The Wall Street Journal’s “Daily Shot” shows volume of trading for the new Shanghai oil futures contract, here...
AQR’s Cliff Asness talks to Bloomberg…
And it’s a pretty good
Options update…
A general summary of options trading over the past few days as prices have rallied could be this: call profit taking, with some rolling into higher