Posts Tagged ‘energy’

Morgan Stanley Warns That Rising Rig Count Could Undo The Rally

July 11th, 2016

crudeoilIrina Slav: In an industry where anything could happen, surprises—often unwelcomed—are hard to come by. Oil is exactly such an industry at the moment. Read more…


Which U.S. Companies And Sectors Have The Most Exposure To Brexit

June 24th, 2016

market cautionTyler Durden:  After the dust settles and some fundamental analysis is attempted, what analysts will try to calculate is which S&P500 sectors, and companies, have the most exposure to a post-Brexit UK, a country whose growth expectations have been slashed in angry Read more…


Increase In U.S. Rig Count Will Not Cap Oil Prices

June 22nd, 2016

oil gasDavid Yager: The impact of rising oil prices on North American light tight oil (LTO) production is said to be a “Catch 22”, the title of Joseph Heller’s popular 1961 novel set in WWII. The premise was you could get out of the army if you were crazy but you weren’t crazy to try to get out of the army. Read more…


Why Goldman Is No Longer Buying The Oil Bounce

June 15th, 2016

crudeoilTyler Durden:   One month ago there was some confusion when Goldman released a report in which it cut its 2017 oil price forecast due to expectations of slower market rebalancing, while at the same time boosting it near-term crude price projections due to short-term supply disruptions. Read more…


Is OPEC About To Surprise The Oil Markets?

June 2nd, 2016

oil etfsNick Cunningham:  A day before the OPEC summit kicks off, top officials from the oil cartel say that the markets are moving in the right direction, a sign of confidence that suggests little could emerge from this week’s meeting. Read more…


WTI Crude Tops $50 For First Time Since October Amid Supply Disruptions

May 26th, 2016

crudeoilTyler Durden:  WTI and Brent Crude oil prices have both broken above $50 for the first time since October 2015 this morning – almost doubling off its Feb 11th 26.05 lows. Read more…


Why You Should Be Paying Attention To Energy ETFs

May 23rd, 2016

ETFsDavid Fabian:  Everyone hated energy ETFs last year as plunging oil and natural gas prices eroded valuations of companies engaged in this sector.  The weakening demand for global commodities wrought havoc among large oil producers, exploration companies, and even storage conglomerates.  Read more…


Crude Dumps, Pumps, & Slumps As Unexpected Inventory Build Offsets Production Cut

May 18th, 2016

crudeoilTyler Durden:  Following API’s smaller than expected draw overnight, DOE data showed an unexpected 1.31m barrel build (3.5m draw expectations).  Read more…


Here Are The Oil Market Disruptions That Are Sending Oil Soaring

May 16th, 2016

crudeoilTyler Durden:  The reason why oil has resumed its ascendant ways today is due to yet another focus, this time from the sell-side, on the various disruptions in the oil market, following notes from Goldman, Bank of America, and Morgan Stanley according to which the millions in barrels Read more…


Why It’s Time To Sell Oil

May 11th, 2016

oil etfsTyler Durden:  Following this weekend’s news that the massive Calgary fire, while still spreading, may soon be under control courtesy of some wet weather and favorable winds, as well as the stunner from Saudi Arabia that Ali al-Naimi was out, replaced with a puppet Read more…


Oil Jumps Despite Saudi Plans For “Significant Output Growth”

May 10th, 2016

crudeoilTyler Durden:  A day after oil tumbled to the lowest level in weeks, it has once again started to climb, ignoring the changing dynamic in the oilsands region where the fire has now moved away from critical Canadian oil infrastructure, and is instead focusing on concerns Read more…


The World’s Largest Shipping Company Is Already Preparing For The Next Oil Crash

May 5th, 2016

oil etfsTyler Durden:  It was almost a year ago, when having tumbled in early 2015, oil proceeded to rebound strongly into the summer, where it traded at about $60 for three months, before US production resumed resulting in the next big leg lower which culminated with this’s February drop to 13 year lows. Read more…


Exxon Mobil Corporation, Chevron Corporation, Phillips 66: Integrated Majors Up To Bat

May 5th, 2016

crudeoilBob Ciura:  It’s been a disastrous past two years for the energy sector. With the price of oil falling from over $100 per barrel at the 2014 peak to the February low of $27 per barrel, Big Oil has taken a big beating. Revenue and earnings have fallen off a cliff, even for the best-of-breed companies. Read more…


Pioneer Announces It Will Add More Rigs As Soon As Oil Hits $50

May 5th, 2016

oil gasTyler Durden:  One month ago we presented the simple reason why numerous oil producers did not believe the oil rally: they were aggressively hedging future production at prices – some as low as the mid-$30′s – which were considered uneconomical as recently as 6 months ago, Read more…


What Oil Recovery? Saudi Borrowing Costs Spike To 7 Year Highs

May 5th, 2016

crudeoilTyler Durden:  Despite oil’s rebound off cyclical lows and the world’s exuberance that the energy space may be saved (on the basis of headline-reading algos pumping momentum into commodity futures products that only leveraged Chinese speculators could find value in), something ugly is occurring in Saudi Arabian money-markets. Read more…


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