David Thurtell
David Thurtell
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.
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.
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.
commodity cycle demand fall improving prices supply top
We're at the top of the commodity cycle right now. Moderating demand and improving supply will see a fall in prices going forward.
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.
ahead below boost breathing demand forecasts giving normal oil percent reacting room supply
The market's reacting to forecasts that heating oil demand will be 20 percent below normal this week, giving refiners a little breathing room to boost supply ahead of winter.
market news prices push shock starts supply trading vulnerable
The market is very vulnerable to a supply shock like this. This news will push up prices when trading starts tomorrow.
drive far lingering mean political prices risks supply
The lingering political risks to supply mean we're not going to drive prices down too far or too fast.
absorb capacity cut iranians loss supply
The Iranians shouldn't be underestimated. If they were to cut supply in protest, there's really not enough capacity to absorb the loss of their exports.
extremely numbers short stocks watch
The stocks numbers are extremely bearish. You wouldn't want to be short though. You've just got to watch what's going on with Iran.
deal demand hemisphere northern prices rebound worry
The worry is that if prices come off a bit, demand will rebound and we've still got to deal with the Northern Hemisphere winter.
colder looks prices provided range send sixties
Provided we don't get any disruptions to supply, it looks like prices could have short-term weakness. But if we get a much colder winter, it could send prices into the sixties range again.
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.
further prevent price rises
(That's) the only thing that will prevent further significant price rises from here.