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…
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…
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. …
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…
Delta announced its 4Q15 numbers and they were very good. Operating revenues came in at $9,502m and adjusted pre-tax income jumped 42% year over year. Delta missed its targets and there has been some negative chatter about this. But…
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