Here is some common sense from Tom Pugh, Capital Economics, quoted in the WSJ, here... ”“If the U.S. is exporting less to China, it’s exporting
Andy Lebow quote…WSJ
CRG’s own Andy Lebow is quoted in the Wall Street Journal here: ““If there’s any impact on the global economy from disruption of trade due to
US petroleum, products stock levels… EIA
The EIA’s This Week In Petroleum helps us put stock levels in perspective... Compared to 5 year averages we see that distillate stocks are tightest,
Liquid Fuels Supply/Balance… EIA
From yesterday’s release of the EIA’s Short Term Energy Outlook, here is their chart on expected supply/demand for liquid fuels... The EIA is the most
Non-Opec supply changes… OPEC
From OPEC’s Monthly Oil Market Report:
The IEA’s Oil Market Report is out…
Here is the IEA on possible production shortfalls from Iran and Venezuela: “The issue of exports from Venezuela and Iran is likely to dominate the
ExxonMobil bulls up energy trading… Reuters
ExxonMobil is finally going to optimize its asset base and take advantage of the massive optionality within and without its system... Here is Liz
Ryan Lance, CEO ConocoPhillips talks with Dan Yergin… Columbia Energy Exchange
You can listen here... “On a special episode of Columbia Energy Exchange, guest host Dan Yergin and Ryan Lance discuss the state of the oil and gas
Saudis begin to ramp up… WSJ
Summer Said and Benoit Faucon, Wall Street Journal, report that the Saudis have begun to ramp up oil production by 100,000 bd, here... ”Saudi oil