Weekly Oil Views: Rising Supply and Trade Wars Weigh on Crude but Lull May Not Last
Two big bearish influences have yanked Brent and WTI down by $5-6/barrel from their 42-month peaks, but they may be overturned by a supply shock as...
302 Views
Weekly Oil Views: Calm Before the Storm? Iran Could Open a Proxy Battlefront
The oil market may be underestimating Iran’s ability to disrupt oil flows in and out of the Middle East and the potential repercussions. Crude...
324 Views
Weekly Oil Views: Saudi Stewardship of Oil Prices Decouples from Aramco IPO
Word on the street is that the "IPO of the century", the listing of a 5% stake in Saudi Arabia's crown jewel Saudi Arabian Oil Co (131861Z AB), may...
364 Views
Unloved & Undervalued; Adding Golden Agri to Our List of 5-Yr Doubles
INVESTMENT VIEW: We are adding Golden Agri Resources Ltd (GGR SP) to our list of 5-year doubles. Its shares have fallen 28% year-to-date due to...
526 Views
Weekly Oil Views: Oil Tumbles on Demand Fears but Supply Woes Will Lend Support
Brent’s spectacular dive on July 11 wiped $5.46 off the price of the front-month ICE futures contract — the biggest single-day loss in seven years...
349 Views