Stephanie Yang and Timothy Puko, Wall Street Journal, have a nice piece on US/China natural gas trade, here... Their charts make excellent background
Carbon taxes vs. “cap and trade”… The Economist
The Economist highlights a study showing that carbon taxes are better at reducing carbon emissions: ”A new IMF working paper by Ian Parry, Victor
Clues of a demand slowdown… Houston Chronicle
Time spreads especially diesel (world economy sensitive), commodity correlations (industrial metals with energy, for example), currency values and
East Coast refiners receiving more domestic crude oil by rail, tanker, and barge… EIA
From This Week In Petroleum: “As the Brent-WTI spread began widening to average $5/b in the first five months of 2018 and $9/b on June 1, East
OPEC’s Monthly Oil Report summary…
From OPEC’s Monthly Oil Market Report (released Monday), here is their look at their expectations for world supply/demand:
US refineries running at near-record high… EIA
The EIA’s Today in Energy has a nice informative piece on US refinery runs: “For the week ending July 6, 2018, the four-week average of U.S. gross
Hedge funds cut net length in energy… Kemp, Reuters
John Kemp, Reuters, compiles CFTC data to construct a chart showing long liquidation by funds: ”Hedge funds resumed their liquidation of
Rising costs for US oil producers… WSJ
Rebecca Elliott and Bradley Olson, Wall Street Journal, write about rising costs for oil producers here... “American oil companies—primed to reap the
Turkey, Russia, Argentina vs. US dollar… WSJ
The Wall Street Journal’s Daily Shot shows the three currencies under intensive pressure: Here is Turkey: And, Russia: