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March 31, 2016

Emanuel Derman, Columbia University on mathematical models… Bloomberg

http://www.bloomberg.com/news/audio/2016-03-30/derman-no-simple-models-to-replace-bell-curve "Columbia University’s Emanuel Derman weighs in on the

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March 31, 2016

More on gasoline demand… WSJ

As we have noted, demand for gasoline is picking up... Here is today's WSJ

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March 30, 2016

Chart Book, EIA

Charts from This Week in Petroleum illustrate why some traders don't think we'll see crude prices much above the low to mid 40's yet... Crude stocks

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March 30, 2016

Bond prices, oil and gas producers… WSJ

Here is a nice chart showing average bond prices of energy

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March 30, 2016

Opec oil output survey, March… Reuters

Here are some highlights from the Reuters OPEC oil output survey:  http://www.reuters.com/article/opec-oil-survey-idUSL5N1722LR Output increased by

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March 29, 2016

Creative Storage, Power…

Similar to "storing" power by pumping water back up into the reservoir at night when power prices are cheapest, a company in Nevada is working toward

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March 29, 2016

25iq on Michael Burry…

"A Dozen Things I've Learned From Dr. Michael Burry About Investing", by 25iq... Michael Burry was one of the investors highlighted in Michael Lewis's

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March 29, 2016

HGL production still growing… EIA

U.S. production of hydrocarbon gas liquids are expected to continue growing through 2017, according to the EIA: All of these HGL's are now net

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March 28, 2016

US Producers: Ready…Set…Sell

In an excellent article, Energy Intelligence concludes that US shale oil is is "not likely to be the main driver of any natural rebalancing. " The

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