Dariusz Kowalczyk
Dariusz Kowalczyk
clear country decision iran mostly refer regarding security situation
I think it's mostly the uncertainty regarding the situation in Iran and the very clear decision of the IAEA to refer the country to the UN Security Council.
consumer demand growth half oil proof reduce reduced second seeing slower
Slower U.S. growth may reduce growth in oil demand in the second half of the year. We are seeing proof of reduced U.S. consumer confidence.
allowed appreciate exchange exports growth hurting means prices producer rate slower
Slower growth in producer prices makes China's exports more competitive, which means the nominal exchange rate can be allowed to appreciate without hurting exporters.
demand downward less mean northeast oil push
The use of heating oil is 17 pct down in the Northeast (US) ... this would mean less demand and a downward push on prices.
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.
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.
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.
expected last prices week
This being the last day of the week I expected prices to come down on profit-taking.
market oil supply
Right now the market supply for oil is tight.
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.
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.
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.