The EIA explains why Asian diesel cracks are under pressure: "The decrease in Asian distillate crack spreads comes as Chinese exports of distillate
Global supply disruptions…
Reuters reports that supply disruptions in Nigeria, Canada, Venezuela, Libya, etc. are adding up
Fed’s “GDP Now” forecast declines after today’s data…
Here is the summary from the Atlanta Fed: "The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the second quarter of
Ending America’s Slow Growth… WSJ
Economist John Cochrane writes that comparing a country's World Bank measure of "Ease of Doing Business" to its growth rate suggests a path
Where Oil Prices Go… Yergin, Goldman, EIA
Daniel Yergin writes in the WSJ (http://www.wsj.com/articles/where-oil-prices-go-from-here-1463345204): "Continuity is clear in Saudi Arabia’s
Crude Oil Implied Volatility, Update…
A bear market that’s not energy…
Cannabis: It didn't take long to get some trend analysis: "Davenport said that prices “are now steadily falling at about 2 percent per month. If
Oil markets rebalance…WSJ
The excess supply glut been helped recently by unplanned outages and we still don't know how aggressive Saudi Arabia's production/pricing policy will
Market Currents… Matt Smith, Fuel Fix
Matt Smith at Fuel Fix does an excellent job outlining current issues in the oil market: