Here is the weekly look at crude oil, gasoline and distillate stocks compared to 5 year highs and lows:
Brent/WTI spread explained by the EIA…
Here is recent history from the EIA’s This Week in Petroleum: “The WTI price spread with Brent reflects the transportation costs associated
Venezuela’s rig count… Bloomberg
Lucia Kassai, Bloomberg, reminds us that Venezuela’s oil industry is in decline: “The number of active oil rigs in Venezuela is heading for a
Crude oil options update…
Implied volatility for December WTI crude oil options (currently the front month) jumped from 21% on Friday to 27.9% on Monday.... The most active
Consensus estimates of world GDP catching up to nowcasts…
The article from FT Alphaville is about China’s growth relative to world growth, but here is one takeaway: ” And we do see world petroleum
Hedge Funds go all-in on oil: Kemp/Reuters
The excellent John Kemp summarizes hedge funds’ positions in energy markets here: ”Hedge funds and other money managers had amassed a net bullish
Geopolitical tensions in the Middle East… WSJ
The Saudi-Iran Cold War intensifies... Here is the Wall Street Journal: ”The latest salvo in the Iran-Saudi struggle came Saturday, when Lebanese
Investors not happy with this bull market… NY Times
From Landon Thomas, Jr. of The New York Times: ”Rarely has a bull market been so unloved. Since March 2009, the Standard & Poor’s 500 stock
Podcast: November 2017 Oil Market Report – Commodity Research Group
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group







