A look a the demand side of the global oil picture supports our expectation for stable-to-lower oil prices. ... Read More
Ties between oil prices and major asset classes are strengthening just as crude oil prices look increasingly vulnerable.... Read More
Peter Forbes discusses his recent post, "What?s Next with Crude Oil Back Above $65."... Read More
A review of recent crude oil themes and expectations... Read More
OPEC is considering moving the goalposts as global inventories fall to their initial target. ... Read More
Policy headwinds keep piling up for pipeline companies. Despite a known boom in petroleum supply to transport, pipeline assets have languished. The one-two punch of steel tariffs and now a significant change in tax treatment has further dented sentiment.... Read More
U.S. pipeline-related assets have underperformed as the industry races to bring Permian Basin shale oil toward export facilities on the Gulf of Mexico. ... Read More
The October 2017 La Niña cycle is heading for the door and most markets hardly knew she was here. ... Read More
CTAs remain long roughly one billion barrels of crude oil.... Read More