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May 18, 2017

Oil, product stock levels… This Week in Petroleum

From This Week in Petroleum we see seasonal draws in crude stocks to levels that are are still above the 5-year range: But from a days supply

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May 18, 2017

Oil output in Brazil, Canada still rising… WSJ

From today's Wall Street Journal:   "Rising output from Canada and Brazil, along with smaller gains in the U.K. and Norway, represents

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May 17, 2017

Daniel Yergin writes about production efficiencies.. WSJ

Daniel Yergin (vice chairman of IHS Markit, is author of “The Prize” and “The Quest.”) discusses efficiencies in oil production that have reduced

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May 16, 2017

Rebalancing is here… IEA

The IEA's monthly Oil Market Report is out... Here are some highlights: "It has taken some time for stocks to reflect lower supply when volumes

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May 15, 2017

Global Oil Prices Jump, June OTM Calls still alive…

Oil prices are moving sharply higher... Here is the chart from barchart.com: And from the WSJ, here is why: "In a joint statement Monday,

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May 14, 2017

Libyan Oil Output Creeps Higher… Bloomberg

From Bloomberg: "The OPEC member with Africa’s largest crude reserves is pumping more than 814,000 barrels a day, thanks partly to rising output

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May 12, 2017

Podcast: May 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

May 12, 2017

A contrarian view on oil…

In an otherwise bullish article from Bloomberg, "For Some, There's Never Been a Better Time to Buy Oil", there is this one opposite view: "There’s

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May 12, 2017

Hedge Funds Run Out of Investment Ideas… Bloomberg

Stephen Gandel at Bloomberg Gadfly suggests that hedge funds have run out of ideas: "Wall Street's biggest loudmouths are apparently out of things

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