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OPEC Forecast

We have taken a speculative position on the OPEC meeting in November.  There are arguments for both a deal and also a no-deal scenario. I will briefly discuss both scenarios, then provide what our view is and why.  First, the…

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Oil Prices and Doha Meeting

The Doha Meeting will impact oil prices for 2016.   Many analyst are confused at what will transpire at this meeting. There seems to be a weak view building that the meeting will produce some type of agreement but lots…

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Oil Forecast – March 2016

Oil Forecast An oil price recovery is the key to a commodity rebound since oil is priced in dollars and it is an input into commodity production. The continuation of economic stimulus programs in the EU, Japan and China bodes…

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Oil Oversupply – How long will it last?

News of Oil stored on ships (floating storage) puts more downward pressure on oil prices in the short-term.  In addition, onshore oil storage are at all times highs, Chinese demand has fallen plus the Saudi decision to keep pumping oil…

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Oil Outlook

The bad news for oil keeps piling on.  Oil has fallen for three out of the last four weeks and the number of oil rigs in the US according to Baker Hughes keep falling – 10th straight week. Is there…

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Syrian End Game

What does Russian involvement mean for Syria? Most Probable Reason:  To obtain a place at the negotiating table on Syria. Putin will prop up Assad to improve his hand.  The No-Fly Zone would have led to regime change which Russia…

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