All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • 2y
    Ole Hansen Ole Hansen
    Charts
    2y
    Vladimir M Vladimir M
    The Paradox -crude is cheaper in the summer than in winter
    2y
    Vladimir M Vladimir M
    Gasoline- cheaper than in winter
  • 3y
    John Roberti John Roberti
    a 29.000 barrels per day decrease a
    3y
    John Roberti John Roberti
    a 29.000 barrels per day decrease in production as indicated by EIA should not generate a 3,50 dollar increase in oil price in a completely glut marketj...
    3y
    Ole Hansen Ole Hansen
    HI John. It does when momentum takes over. The whole commodity complex has seen strong buying from financial traders this week. Fundamentals have moved to the backseat...
  • Article / 19 April 2016 at 13:00 GMT

    The unspoken conflict

    Head of Trading / The ECU Group plc
    United Kingdom
    The unspoken conflict
    Heightened oil price volatility along with surprisingly strong correlation between oil and currencies of non-oil-producing countries and the tacit desire of global central banks for weaker currencies have led to a very volatile, complex and confused FX market. Equities have ridden the relief rally in oil to reach new highs, posing a major risk.
    Read the article
  • Editor’s Picks / 18 April 2016 at 22:37 GMT

    What Doha couldn't do for oil market, Kuwait does by accident

    Bloomberg
    After months of preparation, talks between producers in Doha failed to deliver anything to end the global oil glut. Yet, Kuwait has managed that by itself in just a few days. A labour strike that began Sunday has slashed the Persian Gulf nation’s output by 60%, shuttering 1.7 million barrels a day -- slightly more than the surplus sloshing around world markets in the first half of the year. That oversupply caused prices to drop to a 12-year low in January. “If the potential loss of Kuwaiti crude supply is sustained long enough, that is roughly equivalent to current estimates for the global stockpile build in the second quarter,” said Harry Tchilinguirian, head of commodity markets strategy at BNP Paribas SA. “Of course, there is a big ‘if’ in terms of how long the strike will last.”
    Read article on Bloomberg
    Go to post
  • Article / 18 April 2016 at 14:44 GMT

    Oil selloff could have been worse after Doha failure

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Oil selloff could have been worse after Doha failure
    The oil markets dropped today in reaction to the failed Doha meeting. But some may ask why the selloff wasn’t any steeper. The rebalancing of the oil market is well under way, with or without support from the Doha participants. Extreme positioning poses a short-term downside risk, not least if Saudi Arabia turns its oil weapon on Iran in a fight to maintain its market share.
    Read the article
    3y
    matsuri matsuri
    I expected today the oil price at 37, not 41 as it is at the moment. And it is true, oil price is not dependent on OPEC...it...
    3y
    Arsh Arsh
    WTI - Oil - June 2016
    21 April - Sell @ 44.2 - TP1 42.8 - TP2 42.1
  • 3y
    John Roberti John Roberti
    Dear Ole, Thanks for your charts. It seems to me, as a lay man in this business, that the decline in imports is consistent with the decline...
    3y
    Ole Hansen Ole Hansen
    The current fundamentals in oil markets do not support a much higher oil price from here. The price action seen this past month could indicate that we...
    3y
    John Roberti John Roberti
    thanks for your insights
  • Editor’s Picks / 30 March 2016 at 22:25 GMT

    Massive leak exposes global web of oil industry corruption

    The Sydney Morning Herald
    A massive leak of confidential documents has exposed the true extent of corruption within the oil industry, implicating dozens of leading companies, bureaucrats and politicians in a sophisticated global web of bribery and graft. Corruption in oil production – one of the world's richest industries and one that touches us all through our reliance on petrol – fuels inequality, robs people of their basic needs and causes social unrest in some of the world's poorest countries. It was among the factors that prompted the Arab Spring. Fairfax Media and The Huffington Post today reveal how Unaoil carved up portions of the Middle East oil industry for the benefit of western companies between 2002 and 2012.
    Read article on The Sydney Morning Herald
    Go to post
  • Article / 09 March 2016 at 13:00 GMT

    Daily Shot: Weak China data rain on parade again

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Weak China data rain on parade again
    Weak Chinese trade data dampened sentiment across markets, knocking industrial metals and oil prices lower again. In the UK, The Sun reported that the Queen backs a "Brexit". And in the US, small business sentiment stays on a downward path, productivity declines, and the Treasury curve flattens, reflecting bearishness towards US growth.
    Read the article