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.
Making sense of crude oil in 2019.
4 mins read Why is modeling oil prices so complicated? From investment banks to energy policy analysts, every one in the financial services world has been looking for the right model. We take a deep dive in the world of liquid fuels to see if can fare better. Part I of our brand new multipart series.