Our View

US Energy Independence Day

In his December 6 Wall Street Journal article, reporter Bradley Olson declared "US Becomes Net Exporter of Oil, Fuels for First Time in Decades." We saw this coming in 2012 in this paper published by The International Economy. Olson acknowledged our "get" in this tweet.

Price Curves for Three Crudes

Forward price curves for WTI Cushing, WTI Houston, and Brent. Click on graph to enlarge it.

Rethinking Market Fundamentals II (December 10, 2018) -- Our model relating changes in crude prices to changes in global inventories, open interest, and price volatility now extends from 2012 to 2018 and contains complete price volatility data.

More >>