Brent crude in non-USD as expensive as in 2011 to 2014
In order to reach a consensus and keep the OPEC+ group united the latest proposal on the table for the upcoming meeting of OPEC+ on Friday and Saturday in …
Kategori: Analys
Analyser på råvaror från ledande banker och analysföretag. Både längre analysbrev och kortare tradingidéer.
Opec byter fot
Två gånger per år träffas Opec och beslutar hur mycket olja var och ett av de 14 medlemsländerna får producera. Det blir alltmer tydligt att …
More oil from the cutters but little net increase from OPEC+
If we sum up the latest news we have the following: 1) Deliberate cutters will increase production in 2H18 and 2019 2) OPEC+ will stay together as a group and …
More oil from OPEC+ is the base case
Saudi Arabia and Russia have already started to lift production and are arguing for an increase in production at the upcoming OPEC+ meeting next week. …
Full Permian oil pipelines is bullish for Brent
The current oil market is both strong and weak. It is weak in terms of rising inventories and floating storage over the past two weeks with Dated Brent crude …
Total pushed Brent above $80/bl
Total’s message on Wednesday that it will pull out of the Iranian South Pars project unless it gets a project waiver for US Iranian sanctions rolled on in …
Heading for the $80ies/bl
It is difficult to assess exactly how renewed US sanctions towards Iran will play out given many moving parts. But it goes without saying that this is bullish …
Donald D-Day in the oil market
As always it is very difficult to know what Donald Trump is going to do: Reinstate sanctions or not? And today at 2 pm Washington time (5 pm CET) we will know. …
Oil recovers as Macron expects Trump to dump Iran deal
Brent crude traded much of the day yesterday on the weak side as API predicted US crude stocks to rise and president Macron placed a revised Iran nuclear deal …
Råvarupriser skenar
Råvarupriserna steg kraftigt i förra veckan, när omfattningen på USAs sanktioner mot ryska bolag togs in av marknaden. Dessutom stiger oljepriset på grund …