Dariusz Kowalczyk
Dariusz Kowalczyk
disruption effect energy europe factor including oil potential rather russia situation supply ukraine
The situation between Russia and Ukraine is a rather (supportive) factor for oil ... as the potential for (gas) supply disruption in Europe is having a correlating effect on other energy commodities including oil.
bigger expect gone last market might rates
We might see a bigger drawdown than the market consensus. I expect refining rates to have gone up last week.
likely nigeria prices remain rise situation volatile
The situation in Nigeria is likely to remain volatile for some time. Prices should rise because of disruptions in supply.
market oil supply
Right now the market supply for oil is tight.
concerns fallen heavy prices raises seen supply
Prices haven?t fallen by much because of the heavy refinery maintenance seen around March, which still raises some concerns over supply particularly for gasoline.
close demand draws focus gasoline improved season since stocks winter
As the winter season draws out to a close this quarter, the focus will be on gasoline stocks especially since demand has improved on-year.
add crude cut declines demand quarter second
Typically second quarter demand for crude usually declines so if OPEC doesn't cut supplies, it will add to the already bearish fundamentals.
add crude cut demand
Typically, second-quarter demand for crude usually declines, so if OPEC doesn't cut supplies, it will add to the already bearish fundamentals.
demand outlook related
Fundamentally we should go down because of the demand outlook related to weather.
home meeting people sell short
Because of the meeting of the IAEA on Monday, people do not want to go home short (with a sell bias) for the weekend.
cut
There are indications that OPEC will not cut output.
increase premium reason rise risk situation
The reason for the rise is the increase in the geo-political risk premium because of the situation in Iran.
cut less nigeria supply
Yes, there is less supply in Nigeria but that is not enough to cut into oversupply.
cut less supply
Yes, there is less supply in Nigeria, but that is not enough to cut into oversupply.