From the EIA’s This Week in Petroleum, here are petroleum and product stock levels compared to five year highs and lows:
Some oil fundamentals… WSJ
Christopher Alessi, WSJ, lays out factors driving recent price moves in oil here: “The shutdown of a major oil-sands facility in Canada, known
A Natural Gas Giant Awakens… Columbia/SIPA
Here is the conclusion of a nice piece by David Sandalow, Akos Losz and Shang Yan from Columbia’s SIPA Center on Global Energy Policy on growing
What’s the yield curve… NY Times
Matt Phillips, The NY Times, does an excellent job explaining the yield curve and it’s importance as a predictor of recessions, here... ”...if
The times, they are changing, again… WSJ
Stephanie Yang, Wall Street Journal, reports on the changing nature of commodity funds, here... “In 2017, closures of commodities hedge funds
Post-OPEC options trading…
Here is a summary of most active WTI oil options from the CME... Volume was heavy with an even amount of calls and puts trading (146,786 calls,
“We have an agreement”…. Bloomberg
“We have an agreement” for a “nominal” production increase of 1 million barrels a day, Saudi Energy Minister Khalid Al-Falih told reporters in Vienna.
Pipeline constraints to continue in the Permian…
From the Houston Chronicle, here, quoting Scott Sheffield, CEO of Pioneer Natural Resources: “"We will reach capacity in the next 3 to 4 months,"
Carrizo Oil and Gas CEO talks to Cramer… CNBC
Here is CEO Chip Johnson’s take on tariffs: ”I don't think that really matters. I think we'll sell the oil that we export to Europe if we don't






