Energy editor, Reuters U.S., all things oil and gas; former writer of WSJ's MarketBeat Blog, author of Never Buy Another Stock Again.

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@davidgaffen — 9,547 followers, 18,225 tweets

Apr 24, 2017

In that same note they point out that they now see US production to rise to 9.53 mln barrels/day by Q4 from 8.96 mln bpd in Q1. #OOTT

Apr 24, 2017

They noted the drawdown wasn't what they expected - but offset that by suggesting #OPEC production prob won't be higher b/c of former. #OOTT https://t.co/cSeWoF4oU3

Apr 24, 2017

And SocGen chimed in today to try to split some hairs on it, essentially saying the drawdown will still happen even as #OECD levels firm.

Apr 24, 2017

Particularly when Russians make noise about not honoring the agreement past six months even as #OPEC tech committee says extend it. #OOTT

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