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Recent Posts:
- Podcast: September 2024 Oil Market Analysis
- Podcast: June 2024 Oil Market Analysis
- Podcast: April 2024 Oil Market Analysis
- Podcast: February 2024 Oil Market Analysis
- Podcast: January 2024 Oil Market Analysis
- Podcast: June 2023 Oil Market Analysis
- Podcast: April 2023 Oil Market Analysis
- Podcast: February 2023 Oil Market Analysis
- Podcast: January 2023 Oil Market Analysis
- Podcast: December 2022 Oil Market Analysis
- Podcast: October 2022 Oil Market Analysis
- Podcast: September 2022 Oil Market Analysis
- Open interest still fallingā¦WSJ
- World gasoline pricesā¦ The Hustle
- Declining open interest in crude oil futures and options driven by commercial and non-commercial tradersā¦ EIA
- WTI options updateā¦
- Gasoline demandā¦ EIA
- Hedging results, US oil producersā¦ EIA
- Demand takes a holidayā¦ EIA
- Nordic power plungesā¦ Oilprice.com
- 10287
- Natural gas updateā¦ Bloomberg
- Podcast: June 2022 Oil Market Analysis
- Refinery shutdowns in the USā¦ RBN Energy
- Giving up on the apocalypse so soon?
- Crack spreads soarā¦ WSJ
- Freeport fireā¦ EIA
- High gas prices hit demandā¦ WSJ
- Biofuel Mandatesā¦
- Refining marginsā¦ The Economist
- Energy goods and services as % of PCEā¦ Calculated Risk
- Distillate stocks, USā¦ Reuters
- Podcast: May 2022 Oil Market Analysis
- Ammonia pricesā¦ EIA
- East coast jet fuel prices decline from record highsā¦ EIA
- An important oil demand indicatorā¦ Worldometer
- Call spreads active in Brentā¦
- Jet fuel prices soarā¦ Bloomberg
- Chaotic Commodity Marketsā¦ WSJ
- Jim Grant on interest ratesā¦ Octavian Report
- Infographic, Russian oil exportsā¦ S&P
- Building LNG plants takes timeā¦ Houston Chronicle
- Podcast: March 2022 Oil Market Analysis
- Ed Morse talks to Jason Bordoff on oil marketsā¦
- EVāsā¦. Wired
- Hedge funds cut bullish bets in oilā¦ Bloomberg
- Mosheni-Cheraghlou on commoditiesā¦. Atlantic Council
- Estimated oil disruptionsā¦ Goldman via Bloomberg
- Russian oil exports are plungingā¦ OilPrice.com
- Options updateā¦
- Podcast: February 2022 Oil Market Analysis
- Follow the Bitcoin minersā¦
- WTI options updateā¦
- Oil-fired generators, electricity demand, New Englandā¦ EIA
- āWeāre out of everythingā¦āā¦ Bloomberg
- Diesel vs. Gasoline
- Ignoring the Surge in US Oil Outputā¦ OilPrice.com
- Top 3 strikesā¦
- Oil structureā¦ Bloomberg
- Forecasting interest ratesā¦ The Grumpy Economist
- Options updateā¦
- Be wary of headlines like this oneā¦
- Unplanned outages, OPECā¦ EIA
- Options updateā¦
- What a Worldā¦ Morgan Housel
- Backwardation in oil marketsā¦ Bloomberg
- Options updateā¦
- Podcast: January 2022 Oil Market Analysis
- German utilities, margin callsā¦ WSJ
- Top 10 Best Performing Commoditiesā¦ Oilprice.com
- OPEC+ to add 400,000 bls?ā¦ likely notā¦. Bloomberg
- Investment quiltā¦ Blackrock
- Daniel Yergin on CNBCā¦
- Mexico to stop exporting oil in 2023ā¦ Bloomberg
- Venezuelaās oil production increasesā¦ Reuters
- Two podcasts I likedā¦
- Gas, power prices in Europeā¦ WSJ
- Podcast: December 2021 Oil Market Analysis
- IEA, EIA supply/demand balancesā¦
- Money managers net energy positionsā¦ Kemp
- Shale getting stingy?ā¦ Rystad
- Scott Sheffield, CEO Pioneer Natural Resources interviewā¦ CNBC
- Money moves into oil ETFāsā¦ Bloomberg
- March/April natural gasā¦ Zero Hedge
- Jet fuel demandā¦ EIA
- Exxonās plan for oil projectsā¦ Houston Chronicle
- Sweet/Sour spreadsā¦EIA
- USA is number 1ā¦ Carpe Diem
- Material Cloutā¦ The Economist
- US SPR updateā¦ EIA
- Oilās Black Fridayā¦ Bloomberg
- Jason Bordoff quote on the Saudisā¦ Bloomberg
- Options updateā¦
- East Coast Refinery Economicsā¦ RCE
- Podcast: November 2021 Oil Market Analysis
- Coal power plants in Europe big winnersā¦ WSJ
- Euro Carbon Permits Rise to Recordā¦ Bloombergā¦
- Monthly Oil Reportā¦ IEA, Reuters
- WTI options updateā¦
- Refiners, RINSā¦ Reuters