Week In Review 20Dec

13-18Dec Auction

via The Daily

Central Banks

• FOMC Statement. (Federal Reserve)
• Brief History Of US Inflation, 1775-2015. (WSJ)
• What The Fed Rate Hike Means. (Paul Craig Roberts)

Geopolitics

• Russia Boosts Oil Sales In Asia As OPEC Stalls. (Reuters)
• Spending Bill To Lift Export Ban. (The Hill)
• NATO Defense Cuts To End Aid Security Concerns. (Telegraph)
• UN Climate Change Conference: Turning Point For Energy? (Wood Mackenzie)

Supply/Demand & Markets

• Cheap Oil Forces SWFs To Retreat. (Reuters)
• With Oil Hedges Rolling Off, Shale Producers Face Test. (Reuters)

Week In Review 13Dec

06-11Dec Auction

via The Daily

Central Banks

• Fed Guide To Rate Hike. (Reuters)
• Oil Slump Means BOE Will Keep Rates Lower For Longer. (Telegraph)
• Who Are Non-Banks & Why Are They Important? (Marius Jurgilas via BIS)

Geopolitics

• IMF Forgives Ukraine's Debt TO Russia. (Zerohedge)
• Yamani Legacy Haunts Oil Market. (John Kemp via Reuters)
• Hearing To Examine Terrorism & Global Oil Markets. (US Senate Committee On Energy) 

Supply/Demand & Markets

• EIA: -3.6mil. (EIA)
• Low Oil Prices Are Undermining Currencies In Oil-Producing Countries. (Energy Fuse)
• Cost Efficiency In Upstream Oil & Gas. (Wood Mackenzie)
• Billions Of Barrels Of Oil Vanish In Accounting Smoke. (Bloomberg)

Weekend News 15Nov

08-13 Nov Auction
via The Daily

 

Central Banks

• Blockchain Offers Robust Electronic Ledger For Financial Services. (HSBC via ValueWalk)

Geopolitics

• IEA Fear 1970s Style Supply Crunch. (Telegraph)
• How ISIS Uses Oil To Fuel Its Jihad. (FT via Irish Times)

  

  Source: EIA (Nov 2015)

  
  

Supply/Demand & Markets

• EIA: +4.2mil v +700k exp. (EIA)
• Watch The Spreads As Oil Prices Tumble. (John Kemp via Reuters)
• Saudi Spare Capacity & More. (Oil & Gas Investments) 

Weekend News 31Oct

25-30 Oct Auction   
via The Daily 

Central Banks

• Brainard: Economic Outlook & Monetary Policy. (BIS)
• The Circle That Controls The $14Trillion Credit Insurance Market. (Bloomberg)
• BOJ Holds Steady On Policy. (Telegraph)
  

Source: EIA (Oct 2015)

Geopolitics

• Taking Stock Of ISIS Oil. (Energy Fuse)
• How Russia Targets The West's Soft Underbelly. (Diplomat)
• US Plans To Sell Down SPR To Raise Cash. (Bloomberg)
  

Supply/Demand & Markets

• EIA: -3.4mil v +3.4mil exp. (EIA)
• How Technology Changed World Oil Markets. (Platts)

Weekend News 18Oct

11-16Oct Auction 

via The Daily

Central Banks

• Fed Quietly Revises Debt To GDP From 330% to 350%. (Zerohedge)

• Uncertain Central Bankers Leave Markets "Stranded". (Reuters)
• China's Currency On Track To Challenge USDollar In Oil Markets. (Energy Fuse)

Geopolitics

Source: EIA (Oct 2015)

• How Oil Fuels ISIS. (FT)

• Big Oil Backs Climate Change Agreement. (Bloomberg)

Supply/Demand & Markets

• EIA: +7.5mil v +2.8mil exp. (EIA)
• Oil Market On Course To Stabilize With Growing Demand. (Irish Times)

Weekend News 06Sep

30Aug-04Sep Auction 

via The Daily

Central Banks

• QE, All For Nothing? (Elliott Wave International)

• Energy Lenders Balk At Deals Aimed At Saving Drillers. (Bloomberg)

Geopolitics

• Saudi King To Meet With POTUS Over Iran Deal. (Reuters)

• Don't Count Libya Out Yet. (Energy Fuse)

• Big Oil Slashes Lobbying Spending. (Bloomberg)
  

Source: EIA (Aug 2015)

Supply/Demand & Markets

• EIA: +4.7mil v +30kexp. (EIA)

• China Oil Market Reform Paves Way For New Crude Benchmark. (Reuters)

• Majority Of US Shale Firms Pass Up Q2 Opportunity TO Hedge At $60. (Reuters)

Weekend News 26Jul

19-24Jul Auction 
via The Daily

Central Banks 

Both Buyside & Sellside Excess (Tails) Result In Directional Activity

• US Banks Prepare For Oil & Gas Loans To Worsen. (Reuters)

• Additional Monetary Easing For China?  (Bruegel)

• Effect Of Strong USDollar On US "Growth". (NY Fed) 

Geopolitics

Source: EIA (Jul 2015)

• Tehran's Promise. (New Yorker)

Supply/Demand & Markets

• EIA: +2.5mil v -1.9mil exp. (EIA)

• China Reshapes World Of Commodities. (Economist)

• SP 500 Earnings & Revenue, Ex-Energy. (John Butters via Factset)
  

Weekend News 19Jul

12-17Jul Auction 
via The Daily

Central Banks

Wed's Sellside Auction On"Bullish" EIA Data

• China Increases Gold Holdings 57% Since Last Official Update In 2009. (Zerohedge)

Geopolitics

• 4 Questions To Determine Long Term Success Of Iran Nuclear Deal. (Elizabeth Rosenberg via CNAS)

• Iran Nuclear Deal Effect On Oil Markets. (Platts)

• Varoufakis Opens Up About His Tenure. (New Statesman)

• Greek Deal Done As Parliament Approves Bailout. (Reuters)

Source: EIA (Jul 2015)

Supply/Demand & Markets

• EIA: -4.3mil v -2.1mil exp. (EIA)

• China Oil Demand Rises In June. (Reuters)

• Russian Oil Majors At $60/bbl. (Wood Mackenzie)

Weekend News 28Jun

21-26Jun Auction

via The Daily

Central Banks

Wed's Sellside Auction On "Bullish" EIA Data

• BIS Warning On Next Financial Crises. (Telegraph)

• Rajan On Global Great Depression Like Problems. (Business Insider)

• PBOC Cuts RRR, Lowers Rates. (iCrossChina)

Geopolitics

• Greek Drama. (Daniel LaCalle via Hedgeye)

Source: EIA (Jun 2015)

Supply/Demand & Markets  

•  EIA: -4.9mil v -1.8mil exp. (EIA)

•  Expect A Wave Of Consolidation In Oil Industry. (Leonard Brecken via OilPrice)

• Banks Step Up Oil Sector Loan Reviews. (Bloomberg)