Tag: Crude oil
-

Best Reader-Submitted Offshore Investment Opportunity for HNWI: A Phased U.S. Energy Development Platform
For high-net-worth investors looking offshore into the United States, the strongest reader-submitted opportunity this month is not a speculative technology play, a fragile paper structure, or a “story stock.” It is a hard-asset development program in America’s most important oil-producing region: the Permian Basin. The Permian remains one of the central engines of U.S. energy…
-

Hormuz, $39 Trillion, and the Gold Question: Is the Petrodollar Cracking?
For half a century, the petrodollar arrangement looked less like a policy choice than a law of nature. Oil was priced in dollars, Gulf exporters recycled surpluses into U.S. assets, Washington provided the security umbrella, and the dollar’s global role fed on itself. The Iran war has reopened a question markets have tried to avoid…
-

Venezuela Reset: The Winners, the Losers, and the Canadian Oil Shorts No One Is Talking About
With Nicolás Maduro now captured and a transitional authority moving rapidly to normalize relations with Washington, Venezuela has entered what markets recognize instantly as a regime-reset trade. For investors, this moment is not about ideology—it is about supply shocks, capital flows, and repricing risk across global energy markets. Sanctions relief, U.S. corporate re-entry, and multilateral…
-

S&P Global Platts: FACTBOX finds crude supply under threat after Saudi Arabia attack
Analysis finds higher Saudi Arabia oil prices would add to the headwinds facing the global economy which could tip it into recession which would itself limit any prolonged period of excessively high oil prices as demand rebalances the market. NEW YORK, Sept. 15, 2019 /PRNewswire/ — S&P Global Platts, part of S&P Global (NYSE: SPGI), released today an…
-
Why China Is Really Dictating the Oil Supply Glut
Ship tracking data from Bloomberg shows that 83 supertankers carrying around 166 million barrels of oil are headed to China, which has stockpiled an impressive 787,000 barrels a day in the first quarter of 2016—the highest stockpiling rate since 2014. China Is Really Dictating the Oil Supply Glut. While the world was speculating about oil prices plunging…
-
Why Commodities in a Portfolio
This is not an April Fools joke…commodities belong in all portfolios if an investor has some risk aversion just look what’s happening in commodities compared to other asset classes. Crude has its highest close in 2011 to kick off the first trading day in Q2. The momentum should carry prices upwards of $110/barrel but we…
-
Crude oil futures slip as funds increase bet on higher prices
Crude oil futures kept falling back from highs even though speculative funds increased their bets that prices are headed higher. The benchmark West Texas Intermediate contract ended the week at $80.68 a barrel, after nearing $83 earlier in the week, compared to $81.24 a week ago. Saudi Arabia‘s oil minister, Ali Naimi, made it clear…
-
E&P’s ‘i’ on the future
With nearly 70% of current global oil production flowing from fields more than 30 years old – and peaking or in decline – oil companies are increasingly focused on information technology’s role in helping the upstream industry face the ‘challenges and opportunities’ of the coming decade. [box]STREAMLINING OPERATIONAL PROCESSES THROUGH information management systems – now…