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September 29, 2016

OPEC Skepticism… WSJ

The WSJ lists 5 reasons why an OPEC deal on production cuts may not be long term bullish... Here is one of them: "The group proposed cutting its

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September 29, 2016

This Week In Petroleum… EIA

The EIA summarizes their weekly numbers released yesterday in a report called This Week In Petroleum found

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September 28, 2016

Buy, Hold & Lose, Commodity Roll… Bloomberg

Bloomberg does a nice job describing some problems with investing in "long only" commodity strategies

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September 27, 2016

Oil Prices Slide… WSJ

There was some talk of a deal to cut production by a million barrels... I like their attitude... If you can't get a deal to freeze production, go for

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September 26, 2016

How Oil’s Fall Has Flummoxed Forecasters… WSJ

From the WSJ: "Since the price of oil began its decline in mid-2014, analysts at major investment banks have struggled to accurately predict its

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September 26, 2016

The Real Game of Thrones… The Economist

The Economist does an excellent job laying out the Saudi family tree

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September 23, 2016

More on Mexico’s Oil Hedge…

The most recent OPEC market report has a short piece on Mexico's oil hedging program here (page

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September 22, 2016

Central Bank Tools Are Losing Their Edge… Greg Ip, WSJ

An excellent article by Ip (http://www.wsj.com/articles/central-bank-tools-are-losing-their-edge-1474501934) ... First, he explains what

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September 22, 2016

First Shipment of Ethane From Gulf Coast Arrives in Europe… EIA

From the EIA's Today in Energy: "The first U.S. ethane export terminal, located in Marcus Hook, Pennsylvania, about 20 miles southwest of

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