It Ain't Heavy; It's My Crude Oil
The return of heavy sour Venezuean crude to the world market poses challenges for US producers. See the January 12 Notes at the Margin for more on this.
Implications of US Political Chaos for Oil and the Economy (January 19, 2026) -- In this report we apply Stein’s law to the chaos in Washington, DC, during the first two weeks of 2026. More >>