Project Plain speak – Sense making for the financial world.
6 mins read
When was the last time you read a bit of […]
Oil markets time machine. Past, present and future.
9 mins read
What can we learn about oil markets from the last ten years? The next decade. The final piece in our five part series on the future of oil and energy markets
Signals in the data. Oil prices, tea leaves and crude price direction.
5 mins read
What does the data say about future direction of crude oil markets. We look at OPEC spare production capacity, future volumes, spreads and production to consumption ratio.
Building a supply side model for crude oil
5 mins read
What factors would impact crude oil supply side equation in 2019? Russian non compliance, lower breakeven for US producers, higher production, restoration of disrupted supply in Libya and Kurdish Iraq. The list long.
Modeling demand for liquid fuels
5 mins read
How would you model demand for crude oil? What are the key components? What is the long term outlook? Part 3 of our new six part series on energy markets
A model for crude oil prices
8 mins read
Setting up the foundation for our crude oil price model. A look at model complexities, expectations, data sources and core thesis. Part II of our new series.