We have been beating the drum on how short the world is on distillate, and the position for diesel/heating oil...

The OPEC+ meeting came across with some fun fireworks, where they announced a cut of 2M barrels a day to...

The U.S. remains on pace to grow production to about 12.3M-12.4M barrels a day as completion activity stays on track.

Here is the quick and dirty for the insights this week- a much broader review will come over the next...

OPEC+ provided a nominal cut of about 100k barrels a day, but none of the countries are producing above or...

Early next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.

The U.S. Dollar is driving higher and given the underlying backdrop- it’s unlikely to pause its run higher.

The Chinese data only strengthens the guidance we have provided regarding the consumer and general economic headwinds.

As we described in the previous report, global trade is slowing when we look at some key metrics.

As we get to the dog days of summer, we thought it would be important to review where U.S. completion...