Our View

Chinese Threat to Oil Prices

 

China is pushing unneeded oil products into broader Asian markets, driving down first product and then crude oil prices, with products clearly the driving force. Read more here.

Graph of the Week/IMO 2020 Watch™

The price spread graph shown this week is important in relation to the IMO 2020 impact. Our July 1 Notes at the Margin provides the details.

 

To view the latest IMO 2020 Watch™, click here.

Oversupplied? (July 15, 2019) -- Should producers be glum? Should consumers, particularly truck drivers and airlines, break out the champagne? Probably not.

More >>