Here is the link and a summary: https://itunes.apple.com/us/podcast/columbia-energy-exchange/id1081481629?mt=2&i=1000414575192 ”For the past
Product supplied, demand, consumption… EIA
I learned this from Andy Lebow back in 1988/89 but the EIA thinks it is worth mentioning in This Week In Petroleum: “Many analysts use the motor
Paul Tudor Jones/Lloyd Blankfein conversation….
From The Big Picture, here...
US energy consumption… EIA
From the EIA’s Today in Energy:
Russia to boost oil supply… WSJ
Anatoly Kurmanaev, Wall Street Journal, has a nice piece on Russia’s response to the recent OPEC meeting here... ”Russia joined last month with
Global growth still firm… Financial Times
Here is Gavyn Davies, FT: “In the latest monthly report on global economic activity, the Fulcrum nowcast models continue to identify a rebound in
Trump wants more oil… WSJ
Georgi Kantchev and Benoit Faucon, Wall Street Journal, summarize what is going on in oil markets, here... ”Supply disruptions in major producers
Why CTA Strategies Are Failing Investors… Instituional Investor
Here is one takeaway: ”Since the financial crisis, the enormous amount of liquidity pumped into global markets by the Federal Reserve and other
Fed’s GDPNowcasts decline…
Both the Atlanta and NY Feds’ estimates for current quarter GDP declined this week: Here is the Atlanta Fed: “The GDPNow model estimate






