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  • Squawk / Yesterday at 14:09 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    EIA Natural Gas Storage change up next at 16:30 CET. A Bloomberg survey points towards an injection of 42 billion cubic feet during the week of April 18 and this compares with a five-year average gain of 47 billion. The Natural gas future has risen to a two month high ahead of the number as it leaves total inventories are at the lowest level since 2003.
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  • Article / Yesterday at 10:15 GMT

    Commodity RSI: What's hot and what's not

    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commodity RSI: What's hot and what's not Read the article
    21h
    fxtime fxtime
    Arabica has had an astonishing rally over the last few weeks for obvious drought reasons etc but Implied Volatility have hit their highest level since 2000 usually...
  • Saxo TV / 17 April 2014 at 13:06 GMT

    Ukraine crisis: could the gas be cut off?

    Angus Walker
    As Ukrainian forces retake territory occupied by pro-Russian militias, the crisis is heating up. Russia could retaliate by cutting off gas supplies to Ukraine and Europe. Around a third of Europe's gas comes from Russia with forty percent pumped through Ukraine.
    See the video
  • Squawk / 14 April 2014 at 14:14 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commodities are generally higher this Monday as Geo-political tensions related to East Ukraine have provided a lift to commodities within all the three sectors, not least wheat, gold and Brent crude oil.
    Key crops such as wheat and corn are trading higher on renewed worries about supply disruptions to key exporters from the Black Sea. Paris wheat have however risen more modestly than CBOT which is slightly at odds considering the greater impact on European wheat from a potential disruptions.
    Brent Crude premium over WTI has widened as a geo-political event would support Brent more combined with the continued slow return of oil from Libya.
    Gold has stayed positive all day but resistance at 1335 has so far capped further upside attempts.
    Coffee and cocoa both having an off day following the gains seen last week.
    Natural gas drops the most on expectations that milder weather could accelerate the rebuilding of inventories.
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  • Article / 14 April 2014 at 7:05 GMT

    COT: Strong buying of WTI offset agri reductions while gold cut again

    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Strong buying of WTI offset agri reductions while gold cut again Read the article
  • Squawk / 10 April 2014 at 14:33 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Natural gas inventories in underground storage rose by 4 bcf last week which was lower than expected. June Natural gas jumps 2.4 percent on the news. The deficit compared with the five year average is running at 55 percent.
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  • Editor’s Picks / 08 April 2014 at 9:53 GMT

    Europe should not pin its hopes on US gas to tame Putin

    The Moscow Times
    The Ukraine crisis and Moscow's willingness to use energy as a weapon by raising the price Kiev pays for its gas has led for many in Europe to call for a reduction in the continent's dependence on Russian gas as a route to ensuring security of supply, curbing Vladimir Putin's imperialist ambitions and weakening the Russian economy. But while US gas could potentially offer a route towards such a goal, logistical issues and more lucrative markets in Asia might mitigate against such a development, warns Chris Weafer. Long term, Europe may need to overcome environmental sensitivities to develop its own gas but, as protests in Britain, France and Germany have shown, that won't be easy.
    Read article on The Moscow Times Go to post
  • Squawk / 03 April 2014 at 14:36 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Natural Gas weekly inventory fell 74 billion cubic feet compared with 75.5 bcf expected. Limited reaction in the NG futures.
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