Chief Oil Economist DNB Bank Global View on Oil Market Most unplanned shutdowns since 2011. Opec cut production but did not cut exports. OPEC exported from inventory so inventory drew down. US rig count increased 10 rigs week versus their … Read more.
This year’s annual ritual, the Enercom Oil and Gas conference in Denver, kicked off with a recurring theme: Commodity prices are low, producers are lowering costs, and producing more. Nothing here to make you want to jump on the black … Read more.
In case no one noticed it, the tensions in the region are almost unbearable. Egypt is near financial collapse. Syria already has collapsed. Hezbollah was drawn deeper into Syria’s civil war as 28 fighters from the group were killed and … Read more.
First of all men’s suits are back in force. Everyone is wearing a suit. My big takeway besides men’s haberdashery is that every single company presenting (and there are a lot of them- just about every oil and gas company … Read more.
Israelis Killed In Bulgaria Blast As Netanyahu Blames IranBy Elizabeth Konstantinova and Calev Ben-David – Jul 18, 2012 1:43 PM MTFacebook ShareLinkedInGoogle +15 COMMENTSPrintQUEUEQSix people were killed and more than 30 injured in an blast on a bus carrying Israeli … Read more.
BOUT DOT EARTH By 2050 or so, the human population is expected to reach nine billion, essentially adding two Chinas to the number of people alive today. Those billions will be seeking food, water and other resources on a planet … Read more.
Knowing how everything is manipulated, this means Goldman has covered their short on energy and now wants to take money from you the on the other side of the trade. It sure acts like oil has stopped going down for … Read more.
PALO ALTO, California #Reuters# – David O’Reilly, the former head of Chevron Corp #CVX#, believes the United States will be importing oil for at least the next two decades despite a recent surge in domestic production from newly developed shale … Read more.
As of 2011, approximately 89 million barrels of oil and liquid fuels were consumed per day worldwide. That works out to nearly 32 billion barrels a year. Where is the bulk of oil demand growth going to come from? … Read more.
Watching SLB trade lower and lower is what I’m talking about. Watching HES and HAL trade into the red is what I’m talking about. Watching BAS get crushed is what I’m talking about. The market hates oil and oil service … Read more.
US Silica went public at the beginning of February. And the first direct play on sand has been on a tear ever since. Up around 24%, SLCAs appreciation has been due to the rising demand for sand in the fracking … Read more.
Other than the occasional headline, the Iran embargo is a distant memory. And oil markets seemed to forget that an increasing oil reserve is a direct result of preparing for such an embargo. Just because reserve levels happened to beat … Read more.
CHART OF THE DAY: How To Protect Your Money In A War With Iran, And An Oil Spike by Joe Weisenthal One of the big fears for the market is obviously an oil spike, possibly caused by a war with … Read more.
If a falsified report that a Saudi pipeline can drive oil over $110 a barrel, just imagine the repercussions of a full Iran-Israel conflict. According to the report that was later confirmed “completely false” after US markets had just closed, … Read more.
While Iran’s willingness to reopen talks with the International Atomic Energy Agency about their nuclear program was a surprise, it seems that the motion was mostly for show. Several rounds of discussions yielded no access to a military site … Read more.
If oil is cut off from Iran, it could also impede supply in Iraq as Iran will use it’s influence to cause chaos wherever they can. There is significant potential for an Israeli strike against Iran before the U.S. Presidential elections. … Read more.
According to Saudi Prince Alwaleed bin Talal al Saud, the billionaire head of Kingdom Holding Co., Saudi Arabia is poised to limit the appreciation of oil to no greater than $100 a barrel. “We can use our leverage, our excess … Read more.
Despite our massive emergency oil reserves (see here), the IMF estimates a halt in Iran crude could produce a rather dramatic effect in the price of oil: “If Iran halts exports to countries without offsets from other sources it would … Read more.
Having already recently warned the US (Jan 3), Iran is certainly not going to appreciate the addition of a third Carrier Battle Group around the Strait of Hormuz which was announced yesterday on Navaltoday.com. Generally a Battle Group makes for a … Read more.
Today’s rampant fluctuation in oil was a perfect example of how much political and headline risk from Iran surround the markets. While nothing fundamental has changed from our initial assessment of the Iran situation seen here, all it took was Iran … Read more.
Here’s The US Energy Outlook From Now Through 2035 Currently, demand for petroleum is higher than other forms of energy, and transportation continues to be the sector that uses the most energy via Here’s The US Energy Outlook From Now … Read more.
We have a delicate balancing act at hand between the threat of an emerging nuclear power, our rapacious thirst for oil, and responsible diplomatic policy. The consternation in the air is palpable, bringing to mind Buffet’s famous words “Be … Read more.
As promised, the European Union followed through with their promise to ban all oil imports from Iran today in an effort to halt the country’s nuclear development program. The halt on oil was accompanied by a number of other provisions … Read more.
Without question, if I knew that a disruption of oil supplies from Iran would occur, I’d bet the farm on a dramatic rise in crude oil prices. But how rationale is this popular consensus opinion? I quote from Daniel Yergins, … Read more.
Oil markets see a bit of a boost from France’s push toward cutting the grace period before implementing a ban on Iranian crude in half, breaking a 4 day loosing streak. Jan. 17 (Bloomberg) — France is pushing for faster … Read more.
Goldman sees 2012 upside in oil, gold, copper Fri Jan 13, 2012 5:07pm IST REUTERS – Goldman Sachs said it expected upside in prices of oil, gold and copper this year, citing greater supply risks and stronger fundamentals. “We view … Read more.
Index Funds, Where Are We Now? While following important economic news as it continually streams through headlines, its akin to wrapping your mouth around a fire hose to quench your thirst; however it’s essential to consider how these developments … Read more.
Aug. 19 (Bloomberg) — U.S. stocks fluctuated between gains and losses as investors weighed growing concern over the global economy and Europe’s debt crisis against valuations near the cheapest level since 2009. Crude oil and the euro rose. The Standard … Read more.
This is a checklist I use to quickly come to a conclusion on a stock. I score a stock, each line getting a 1, 0, or -1. A stock that scored 1 on each line would be a perfect … Read more.
The last time the US decided to embark on a major program to release oil from the Strategic Petroleum Reserve was in 2000, when President Bill Clinton, concerned about the price of oil going into the winter, opened up the … Read more.
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy provides market macro-analytics and public-file aggregation models for data-tracking purposes. Content should not be treated as individualized investment advice or a professional financial-planning directive. Past performance does not guarantee future performance cycles.
© 2026 Insomniac Hedge Fund Guy. All rights reserved.
Still awake · --:--
