A long time ago, while working at EDF Man (ok a long, long time ago), I had a conversation with a futures fund manger who managed a few billion
Why we love studying markets…
Today the ECB announced an aggressive monetary policy and, after a head fake, the Euro/Dollar strengthened? The chart is from barchart.com...
Missing Barrels… Reuters
This story is going around: "Of the 1 billion barrels reportedly produced but not consumed, roughly 420 million are being stored on land in member
Supply/Demand…
The Wall Street Journal has a nice summary of what's been going on in oil markets
Monthly U.S. Oil Production..
From the EIA, (http://www.eia.gov/todayinenergy/detail.cfm?id=25292):
Still valid questions..
The EIA released its monthly Short Term Energy Outlook earlier today. Two charts may temper bullish sentiment by showing continued stock builds
8 things…Fuel Fix
Matt Smith, from Fuel Fix, does a nice job summarizing some current events in energy
Optionality…
This article, http://www.reuters.com/article/us-oil-trading-lawsuit-insight-idUSKCN0W90EH, from Reuters is about a law suit between BP and NARL
Gasoline Demand Flying in China,US and India. Asia gasoline deficit predicted
An interesting article published by Reuters recently speculated that high demand for gasoline by China and India could place Asia into a region of




