But what of the SPR?
An emailer asks: "There is one extra detail that keeps gnawing at me, relating to the oil pullback: I am trying to get...
Oil’s Lesser Role? Its all Relative
All this Oil chatter has a small silver lining: Energy remains a smaller portion of GDP, cost less per BTU, and is a smaller...
Capital Spectator
Since today has become Oil Wednesday, I would be remiss if I failed to mention Jim Picerno’s terrific Capital Spectator —...
China’s Thirst for Oil (and Cancer treatments)
More on Oil and China, this time from an interesting NYT’s article from last week: One of the reason’s China’s Oil...
Wal-Mart versus Oil Prices
Its no coincidence that as Oil has reached multi-year highs, Wal-Mart has tumbled to multi-year lows. Thats the dominant impact of...
Oil Demand versus Capacity
Our Petroleum Wednesday continues, with EIA’s latest monthly forecast, which was prepared before the recent drop in the near-month...
China Syndrome?
Much has been made of the link between the surge in commodity prices in recent years and the explosive growth in Chinese demand. The...
All about Oil
Today, we are going to explore the link between Oil and the Markets. I’ve been saving quite a few articles and charts, so this...
Mystery of the Awful Economists (Part III)
Last week, we observed that the WSJ was also wondering about the Dismal set (The Mystery of the Awful Economists, part 2). The Journal...
Uh-Oh: Greenspan’s an Oil Bear
We have previously noted what a terrible forecaster Fed Chairman Alan Greenspan is. Now, I see in Forbes that Big Al is bearish long term...