ain't easy: http://www.bloomberg.com/news/articles/2016-03-01/the-rise-and-fall-of-commodities-hedge-fund-king-willem-kooyker What chance do we
Help is on the way, Reuters
A fading El Niño offers hope for heating oil demand, next year: "So far this winter, heating demand across the United States has been 17 percent
Shale Producers Cut Back, WSJ
http://www.wsj.com/articles/u-s-shale-producers-cut-back-production-amid-global-oil-glut-1456795120Expecting a sharper decline in production than what
European distillate oversupply, EIA…
The always excellent Today in Energy discusses the oversupply of distillate in Europe, contango and longer voyages for product: "Trade press reports
Rate hikes back on the table, Sober Look…
Here is an interesting take on inflation from Sober Look: http://soberlook.com/2016/02/the-fed-could-be-back-in-play-in-2016.html Here is their
Railcars as storage… WSJ
From the WSJ (http://www.wsj.com/articles/the-new-oil-storage-space-railcars-1456655405): "Analysts estimate there are now as many as 20,000 tank
Rise of the machines?
From Marginal Revolution: "You sometimes hear there is no evidence of automation putting people out of work, but arguably the automation of
Berkshire Hathaway on pricing climate change…
I was wondering how insurance companies are pricing climate change... According to Berkshire Hathaway latest report, via Marginal
“$30 and $2 doesn’t work”…
This is from the CEO of Devon, David Hager, via CNBC: "Now you're starting to see the decline, and I believe you're going to continue to see the