Friday, August 6, 2021

Notes From All Over -- Part 5 -- Friday, August 6, 2021

Refiners haven't been this profitable in four years! Link here.

US oil exports rise, June, 2021: link here.

Gasoline demand: quick! While we are at it, what was the most interesting data point about the most recent EIA report regarding US gasoline demand? Posted just two days ago.

Pop quiz: US oil exports rose in June. What is driving US exports? This is incredibly important, or at least incredibly interesting. 

Coal is dead! Long live coal, link here: if this was being reported in oilprice I would blow it off, but this is in ArgusMedia: US coal exports hit a two-year high in June.

Again, for all the talk that fossil fuel is dead, are folks seeing a trend in the stories here?

  • Canada: setting oil export records
  • US: setting LNG export records
  • Brazil: record imports from the US
  • US: record-setting coal exports
  • Saudi Aramco's earnings will triple, quadruple this quarter; will report tomorrow;
  • Russia see below (spoiler alert)

Answer to pop quiz: earlier I mentioned that the #1 country from which the US imports oil. I asked readers which country was number two. Here's the link to the answer

Non-energy: XLNX, AMD.  I don't understand this either but it's fascinating to watch.

Non-energy: feel-good story from the Olympics --  doctors said her career was over. She switched sports and won Olympic gold. Link here. Some would infer from the story that hip dysplasia is a mild malady; it isn't. It's devastating. 

Non-energy: another feel-good story from the Olympics -- why Olympic silver medalist Courtney Frerichs felt she won even before starting the race. Link here.

Re-posting: I'm most disappointed in Bryan De.

No comments:

Post a Comment