Currently viewing the tag: "The Energy Report"

Energy Policy. The Energy Report 8/27/14

On August 27, 2014 - 7:47 AM By

President Obama not only sends mixed signals on foreign policy but energy policy as well. On one hand he blocks the Keystone pipeline and a New York Times report that the President is “working to forge a sweeping international climate change agreement to compel nations to cut their planet-warming fossil fuel emissions, but without ratification [...]

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Winds of war or maybe just a hard wind blowing near the Ukraine border, Ukraine’s state security service said it had detained 10 Russian paratroopers who had crossed into Ukrainian territory from Russia. The Russian say gee, oh gosh, oh golly, it was a mistake and a hard wind just seemed to blow them over [...]

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Mario, Janet, Francois and Angela all have a hand in moving markets today. First it was Janet Yellen that seemed to be a bit more dovish than some thought in her speech in Jackson Hole. Perhaps she did not want to steal the thunder from the ECB’s Mario Draghi that seems to be moving Europe [...]

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Who thought that anything could over shadow Janet Yellen today? Well leave it to the energy complex. Refining issues and tight supply of distillate will keep oil supported as the rest of the markets focus on Jackson Hole. Talk that Shell Deer Park refinery could be down for months as well as a Bloomberg report that [...]

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Decouple? The Energy Report 8/21/14

On August 21, 2014 - 9:25 AM By

In the beginning of the financial crisis they were trying to tell us that the sub-prime problems really did not matter and even if it did it was a US problem. They said that even if the US banking system had some issues it was ok because the Europe and China had decoupled from the [...]

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Oil’s slide continue yesterday with Brent crude hitting a new low not seen since June 26 of 2013 but we are seeing oil snapback as we head in to expiration of the Sept WTI.  Oil prices that rallied like crazy on geopolitical risk are now collapsing on the reduction of those risks and the surge [...]

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ISIS Snap Back. The Energy Report 8/19/14

On August 19, 2014 - 8:49 AM By

Oil got hit hard as ISIS gets run over. The US air campaign and the Iraqi and Kurdish army has dealt a blow to this repulsive ISIS group that has shown no respect for human dignity and has shown no signs of moral decency. Reports that ISIS lost control of the country’s largest dam in [...]

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Oil pulls back as markets seem to be breathing easier as risk seems to be settling down. On Friday frantic trading ensued as a report taken from a Ukrainian website reported that the Ukraine took out that Russian armored column or part of the convoy that has captured the attention of the world. That report [...]

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Shifting Risk. The Energy Report 8/15/14

On August 15, 2014 - 9:20 AM By

Risks in oil are rapidly changing from risks to supply to risks to demand and now risk to future production projects. Petroleum products already each from sinking demand expectations and reduction of geo-political risk fell hard after reports that the refinery in Coffeyville Kansas might come back on line sooner than anticipated. Oil Futures tried [...]

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The energy markets are signaling that winter is on the way. Not so much by the weather challenged natural gas market that tanked ahead of today’s Energy Information Administration report but the traditional widening of the spread of the Heat oil/ ultra- low sulfur diesel over RBOB / gasoline. The move was inspired by yesterday’s [...]

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Lucky 13! The Energy Report 8/13/14

On August 13, 2014 - 8:56 AM By

Brent Crude hits a 13 month low as demand expectations continue to weaken and US military action against ISIS is raising hopes that the terror organization will not be a threat to Iraqi oil interests in the southern part of the country. Word that the US military  sent 130 additional advisers to Iraq and a [...]

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Beyond The Risk. The Energy Report 8/12/14

On August 12, 2014 - 8:56 AM By

Brent crude month hit a 9 month low as oil looks beyond the geopolitical risk into a well- supplied market. Production is up in Iraq, it is up in Libya and up in the United States. The only thing that is not up is oil demand expectations. As we head ever closer to the shoulder [...]

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