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The Oil price hike – some useful data

This morning we woke to an overnight oil price spike.  While politicians politic and primp for the cameras, the rest of us will try to figure out what this means and what might happen next.  Here's some data to help with the process of figuring out the impact of the...
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Awash in oil

Crude oil exports to Asia from the US, Brazil and the North Sea have jumped 55% in the first four months of 2017, according to the latest figures from Vortexa, the oil markets analytics platform.   Vortexa is an analytics platform that absorbs billions of data points...
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OPEC & oil prices

Two Reuters articles are recommended reading prior to our story here.  First this one, which describes how OPEC is having a tough time curbing production.  The previous swing producer, Saudi Arabia, says these cuts are only needed for six months.  But there are...
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Oil and backlogs – A rejoinder

Recently we posted a premium article on single aisle backlogs that elicited some debate.  This is welcomed because the subject is important and views will vary. The essence of our view is that we find the OEM target of a rate of 60 single aisles each per month...
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Awash in oil

Jun 2, 2017 | ,

Crude oil exports to Asia from the US, Brazil and the North Sea have jumped 55% in the first four months of 2017,...

OPEC & oil prices

Feb 10, 2017 | ,

Two Reuters articles are recommended reading prior to our story here.  First this one, which describes how OPEC is...