Tag Archives: Crude Oil

The Rack Trade

Ever have a pairs (spread) trade where both sides were moving against you?  Ouch!  Been there, don’t want to do that.   Well, this is what we call the rack trade  (Kudos to Doug Skrypek for coining the term).   You … Continue reading

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We Call B.S. On The ‘Bots Again!

Before hitting the hay we need to call a big B.S. on the bastard ‘bots from Rip (Off) City.    They screwed us again yesterday (June 14) in crude oil futures. First, before we get into the trade,  a little … Continue reading

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COTD: Oil Supply Breakeven Prices

Hot from the latest International Monetary Fund’s, World Economic Outlook.   Looks like not many of the projects out there making money at $50 bbl. (COTD = Chart of the Day)

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Trafigura on oil outlook – FT

The FT’s Neil Hume speaks to Jeremy Weir, chief executive of Trafigura – one of the world’s biggest oil traders – about the outlook for the market and the price of oil. ► Subscribe to the Financial Times on YouTube: … Continue reading

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Oil and gas discoveries, China capital controls – FT

Seb Morton-Clark has Monday’s top stories from around the world, including oil and gas discoveries at a 60-year low, China reassuring on capital controls and Canadian PM Justin Trudeau meeting US president Donald Trump. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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Has Opec’s strategy slowed US shale output? – FT

The price rout has led the leading energy forecasters to cut expectations for non-Opec crude output and increase their demand estimates for Opec oil. The FT’s Neil Hume and Anjli Raval discuss the outlook for oil production and the price … Continue reading

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Can Canada’s oil sands cope with $50 crude? – FT

Extracting crude from Canada’s oil sands is expensive to set up. Whether these operations will be mothballed with oil around $50 per barrel is another matter. Lex’s Oliver Ralph and Alan Livsey discuss the outlook for crude production. For more … Continue reading

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The Decline of Petrodollars

Last week we pointed out that the crash in oil prices will reduce global liquidity as the revenue of oil exporters falls dramatically. This raises an interesting question: as petrodollars come out and flows to financial markets are reduced, shrinking … Continue reading

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A new paradigm for oil? – FT

In the middle of 2014 the price of oil was more than $100 a barrel; now it is hovering near $60. The FT’s Frederick Studemann asks Energy Aspects’ Amrita Sen and FT commodities editor Neil Hume whether low prices will … Continue reading

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Is Cheap Oil Bad for the U.S. Economy? – Bloomberg

Nov. 17 (Bloomberg) — Robert Bryce, senior fellow at Manhattan Institute, and Doug Kass, founder and president at Seabreeze Partners, discuss how oil productivity gains in the U.S. and around the world affect OPEC and the adverse economic effect of … Continue reading

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