David Thurtell
David Thurtell
disrupt peak supplies
We're just going into the peak season. Anything that is going to disrupt supplies is very unwelcome.
adding demand disruption global higher oil premium prices pushed risks serious supply
Global demand has pushed oil prices to a new higher platform, and risks of serious supply disruption (Iran, Nigeria) are adding a premium to prices.
coming disruption early large last odds raise repeat storms
Coming so early in the season, these storms raise the odds that there will be a repeat of last year's large disruption to H2 U.S. production.
disruption longer parts supply worry
There's just been too much disruption to too many parts of the whole supply chain. There's a worry that it's going to take longer to get things back.
atlantic barrels disruption halfway hurricane market missing unwelcome
The Ecuador barrels missing from the market are another little unwelcome disruption to supply, and we're not even halfway through the Atlantic hurricane season.
iran last nuclear oil separate warned weapon week year
While Iran said last week that it would separate nuclear and oil as issues, it was only last year that it warned that oil could be used as a weapon to get its own way on the nuclear issues.
gone market oil paint scenario worst wrong
Everything's gone wrong in the oil market recently. If you wanted to paint the worst scenario picture, you couldn't do much better.
absolutely decent drop rain
If we could get a decent drop of rain everything would be absolutely humdinger.
expect good iran iranians loss oil start stocks surprised threaten ticks
I'd be surprised if oil ticks much lower, stocks are good but you only have to have Iran start to threaten the loss of barrels. I expect the Iranians to take this to the wire.
expect iran iranians loss oil start stocks surprised threaten ticks
I'd be surprised if oil ticks much lower. Stocks are good, but you only have to have Iran start to threaten the loss of barrels. I expect the Iranians to take this to the wire.
capacity coast forget gulf hit knocked
Let's not forget that refining capacity in the U.S has been severely knocked out by the hurricanes, which hit the Gulf Coast in September.
capacity france gulf lost mexico problems weakness
Lost refining capacity in the Gulf of Mexico and problems in France are a short-term weakness in crude.
demand high oil overall prices scheme supply vulnerable worries
There are worries about demand going forward, but in the overall scheme of things, oil prices are still exceptionally high and are still vulnerable to supply hitches.
avoid bush higher petroleum president prices releases strategic supply
The only way we can avoid yet higher prices is if President Bush releases supply from the Strategic Petroleum Reserve.