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May 22, 2018

Geopolitics roil oil markets… WSJ

From Christopher Alessi and Alison Sider, WSJ, here... ”The victory of Venezuela’s far-left president, Nicolás Maduro, on Sunday in a race that was

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May 21, 2018

Solar panels in California…

The Grumpy Economist has a go at the mandate, here... ”So why is California doing it? Grumpy free marketers tend to bemoan nitwit liberalism, but

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May 21, 2018

Ruble vs. oil price… WSJ

The WSJ’s The Daily Shot, here, always has interesting charts and is worth looking into... Here is the Russian ruble/US dollar rate vs. oil prices:

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May 21, 2018

The Rise of Shale… St. Louis Fed

From the St. Louis Fed’s The Rise of Shale, here...

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May 20, 2018

World economic growth is slowing… The Economist

But don’t worry says The Economist here... ”Make no mistake: world growth has slowed, but it remains strong. Surveys of activity in China, America

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May 18, 2018

Ethiopian Airlines CEO talks to the WSJ

Here is CEO Tewolde Gebremariam on hedging: Q: Have you been hedging fuel costs or currency exchange rates to insulate yourself from price

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May 17, 2018

Distillate vs Gasoline…

From the EIA’s This Week in Petroleum, here are gasoline and distillate stocks compared to 5 year averages: Distillates are winning the race to

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May 17, 2018

A downside to hedging… WSJ

Christopher M. Matthews and Bradley Olson of the WSJ wrote an excellent piece on why frackers are struggling to make money despite higher oil

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May 17, 2018

This Week in Petroleum… EIA

From the EIA’s always excellent, This Week In Petroleum... Which is more eye-popping, crude oil exports (at 2.566 mbd for the week)... or the

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