RBN Energy is probably the best blog on US energy fundamentals ... And now Rusty Braziel has a book
Assets under management, CTA’S
Here is a chart of assets under management for CTA's (commodity trading advisors) from barclayhedge.com... BarclayHedge is an excellent site for fund
Total Vehicle Miles, via Carpe Diem
The chart is from Carpe Diem,(https://www.aei.org/publication/monday-morning-links-28/)...
World Oil Transit Chokepoints, EIA
From the EIA, November 2014: http://www.eia.gov/beta/international/analysis_includes/special_topics/World_Oil_Transit_Chokepoints/wotc.pdf "Located
Crude Oil Implied Volatility (historical perspective)
Here is the all time implied vol chart for WTI since options began trading on November 14, 1986... The long term average is 32.9, with a high of 135.4
Oil Forecasters Aim High… from Bloomberg
The difficulty in predicting oil prices a year ahead is clear, as this Bloomberg chart shows... In January 2015's Short Term Energy Report (STEO),
As Oil Keeps Falling, Nobody Is Blinking….WSJ
Here is a very nice article in Today's Wall Street Journal which mentions the sharp increase in oil production from the Gulf of
Monthly Diesel Comment
Nearby diesel futures spent much of November on the defensive and it's difficult to chart a course whereby December will be all that much different.
Crude Oil Implied Vol Chart, Updated
The chart shows below implied vol for crude oil options going back to June of 2006 through Thursday, December 3rd, 2015, based on the second nearby at