Today’s Issue Cluster: Oil
EZ – Jul: Markit PMI indicates resilience; 53.1 from 52.9 / FT
Germany – Jul: Markit PMI at 27-Month High; 56.8 from 55.7 / B
EMs – Have Wind at Their Backs WSJ *
EMs – Private Debt Piles Loom WSJ *
HK – One country, two economies FT * *
HK – Big Chinese Developers Push Into Market WSJ
Taiwan – Faces obstacles in search for ties beyond China B * *
Turkey – Foreign banks stand to lose from coup fallout R *
F&B – Sparkling Ice Floats Higher as Other Diet Sodas Go Flat WSJ *
F&B – Big Proposed Soda Tax Stirs Debate In Philadelphia WSJ *
Water – Nestlé Bottles in the Arizona Desert B *
Oil – Nigeria: Militants strike at heart of industry FT *
Oil – Nigeria: Pipeline Avengers Crippling Economy B *
Oil – Saudi Arabia: Turns to Stockpiles WSJ *
Oil – Libya: Failing to ramp up exports bi * *
Oil – Libya: To Resume Exports From Biggest Ports B *
Oil – UK: North Sea Field Shutdowns to Climb as Brexit Deepens Gloom B *
Oil – US: Shale Output to Fall 2.1% in August / b *
Oil – US: The Fracklog Isn’t Growing Anymore And That’s Bad News for Bulls B *
Oil – US: More pain seen as product glut adds to gloom R
Oil – US: CEOs Still Paid for Growth Despite Crude Glut, Moody’s Says B *
Oil – US: Independent producers seek limit on crude imports FT *
Oil – US: Halliburton predicts turnround FT *
Oil – Shale: Depleted crews, idled rigs lie in path to revival R *
Oil – Majors: Next Week Is as Good as It Gets B * *
Oil – Market: Producers Prepare for H2 Slump as Rally Sputters B *
Oil – Market: Opec Sees Slide in Non-Opec Supply WSJ *
Oil – Market: Opec Winning the Market Share War WSJ *
Oil – Market: Still oversupplied, now growth stuttering R
Oil – Market: IEA says huge stocks overhang threatens price recovery R / b *
Oil – Market: IEA sees record Middle East supply B *
Oil – Market: Traders Hoarding Most Oil Since 2009 Amass North Sea Fleet B *
Oil – Market: Buying Time With Stock Sales as Bust Enters Third Year B *
Oil – India: Demand still driven by mopeds R / FT * * *
Consolidation in Consumer Brands vc *
