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November 10, 2017

US petroleum stocks… EIA

Here is the weekly look at crude oil, gasoline and distillate stocks compared to 5 year highs and lows:

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November 9, 2017

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

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November 8, 2017

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

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November 7, 2017

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

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November 7, 2017

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

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November 6, 2017

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

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November 6, 2017

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

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November 6, 2017

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

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November 5, 2017

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

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  commodity research,  eia,  Jim Colburn,  oil prices,  oil trading,  podcast

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