Low expectations of increased oil production in Libya any time soon, from the
Russia Prepares to Hedge Oil Risk… Reuters
No, this is not from the Onion... But these are the kinds of articles a contrarian warms
WTI Implied Volatility
Highest since April/2009... (through yesterday, based on second nearby option, at the money)...
U.S. Crude Oil Stocks
From This Week in Petroleum (http://www.eia.gov/petroleum/weekly/):
5 Year Breakeven Inflation Rate, via WSJ….
From the WSJ... (http://www.wsj.com/articles/market-is-flashing-an-inflation-warning-sign-should-anyone-care-1453303703)
Global economy still growing, but at a slower pace… IMF
Latest from the IMF: http://www.imf.org/external/pubs/ft/survey/so/2016/RES011916A.htm “All in all, there is a lot of uncertainty out there, and I
Cyclical Oil Prices
This is from the NY Times in 1987 (via marginalrevolution:
Why Are Oil Prices So Hard To Forecast? Forbes…
Here is a nice article by Bill Gilmer on the difficulty of forecasting energy
Iranian Oil Production, Forecast, EIA
Here is what the EIA is assuming about the path of future Iranian oil