Oil

Oil
Monday, July 13, 2020
Amazing that crude has recovered all the way back to $40 (from -$40, even more amazing) without any significant drop in storage, and no demand recovery at all in China or Europe.
Oil
Tuesday, June 16, 2020
Texas is saved! US shale production stops going down! (Well, almost.)
Oil
Monday, May 18, 2020
Signs of life among the ruins. In monthly data, China crude demand bounces back. In weekly, so does US gasoline consumption.
Oil
Monday, April 13, 2020
Production falls in the Permian for the first time since forever -- and dozens of other jaw-dropping charts.
Oil
Monday, March 16, 2020
Led by China, demand in the Covid-2019 crisis collapses, and production forecasts are slashed.
Oil
Tuesday, February 18, 2020
Shale efficiency continues to soar. 
Oil
Tuesday, January 21, 2020
Permian production up by another 45,000 bbl month-on-month -- a million to go to fill the new pipes.
Oil
Monday, December 16, 2019
Shale keeps pushing forward despite the headlines, and global demand makes a new high.
Oil
Tuesday, November 19, 2019
US shale booms, domestic inventories build. Doesn't OPEC have to cut?
Oil
Wednesday, October 16, 2019
The data defies the mainstream media's obsession with a shale rollover.

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