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 …
Kategori: Analys
Analyser på råvaror från ledande banker och analysföretag. Både längre analysbrev och kortare tradingidéer.
It’s artificial, but is still real and prices will tick higher
Donald’s tweet on Friday that the OPEC cartel is keeping oil prices artificially high sent Brent crude down to an intraday low of $72.88/bl. The market later …
Exceptionally cheap forward crude oil
Brent crude oil is ticking higher by the day as OPEC+ cuts are intact, global oil demand growth is firm (though global economic growth rates seems to have …
Holy cow it is cheap – Brent crude Dec 2021 is dirt cheap in real Euro terms
Looking at Brent crude in euro terms captures both crude oil bakcwardation, euro inflation and dollar weakening. Looking only in dollar terms then you loose …
Successful production cuts but exit is not so easy
Brent crude oil is trading up 0.2% this morning to $71.5/bl supported by Kuwait’s statement that OPEC will discuss extending production cuts to 2019 at its …
SEB Råvarubrev 10 april 2018
Ökande geopolitiska risker. MARKNADEN I KORTHET Turkiets aktiviteter i Syrien, hotet om ett handelskrig, USA’s hot om repressalier mot Assad-regimen (och …
Oil hurt by trade war concerns but fundamentals are bullish
Oil demand growth is super strong, inventories are declining, oil production in Venezuela is collapsing, renewed disturbances in Libya, OPEC+ is all in on …
A two currency oil market
China today launched its long awaited yuan denominated oil contract at the International Energy Exchange (INE) in Shanghai. Seven crude streams from UAE, …
Råvaruplanket – Politiken tar över råvarumarknaden
Trump, Xi och MBS Efter två års prisuppgångar på råvaror, helt i linje med den globala konjunkturens frammarsch med den starkaste, synkroniserade …
SEB Råvarubrev 20 mars 2018
Bottenkänning för sockret? MARKNADEN I KORTHET Bytet på posten som amerikansk utrikesminister ökar risken för att amerikanerna lämnar kärnavtalet med …