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April 25, 2017

Ohio, Pennsylvania increased gas production most in 2016…EIA

Here is the chart from "Today in Energy" showing gas production changes in selected states: And here is another look:  

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April 24, 2017

Can the bankers sell Saudi Aramco? … Nick Butler, Financial Times

In today's Financial Times, Nick Butler discusses three issues for Saudi Aramco's IPO:        

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April 21, 2017

Days supply, gasoline, distillates, crude oil… EIA

Distillates look "tight" from a days supply (stock levels divided by daily implied demand) perspective:   Gasoline is looking better

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April 21, 2017

Pipeline capacity, increasing Permian output… EIA

The EIA suggests pipeline capacity growth will be sufficient to move increasing Permian production: "Pipeline infrastructure in the Permian is now

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April 21, 2017

Is Chinese Growth Overstated?… Liberty Street Economics

The authors of the study mentioned in a previous blog post explain their paper succinctly here .... "It has been well established that growth in

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April 20, 2017

CO2 emissions from US power sector… CarpeDiem

From CarpeDiem... Reduced CO2 emissions since 2007 from the power sector: Natural gas moves ahead of coal:

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April 19, 2017

Tyler Cowan, “The Complacent Class”

My "go to" blog, Marginal Revolution, co-creator Tyler Cowan is interviewed in the Wall Street Journal about his new book, "The Complacent Class" (an

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April 18, 2017

China’s GDP Growth May be Understated…

By Hunter Clark, Maxim Pinkovskiy and Xavier Sala-a-Martin... Here is the abstract (my bolds): "Concerns about the quality of China’s official GDP

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April 18, 2017

Crude Oil Options Update…

Here is the chart of implied volatility for WTI going back long enough to show the big spike in 2008 (not a record high...135.4 on 1/14/91 is the

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