Deborah White
Deborah White
china countries demand gasoline playing report
The IEA report is very neutral. It is playing up the demand slowdown in China and 8 out of 9 OECD countries and down-playing the gasoline situation.
release remains seen strong thrown water whether
The IEA release has thrown some water on prices. But what remains to be seen is how strong the fundamentals are and whether there will be any more hurricanes.
demand market might slowing spin talk worry
The IEA is doing what it can to talk the market down. The spin is don't worry too much, we've made this release, there might be another and demand is slowing down.
barrels crude expected losses major next output predicted production reality refined total
The IEA have only predicted losses in refined crude production for September, and the reality is that 4 major US refineries with a total output of 900,000 barrels are still down, and they are expected to be for the next 2-3 months.
anyone barrel companies deals definitely expected far government greatly higher however prices regime remain russian stable tax view
The uncertainty in the Russian tax regime is definitely a problem. In my view however it is not greatly surprising. As barrel prices are far higher than anyone expected to expect these kind of deals - between companies and government - to remain stable isn't really possible.
market mild pricing winter
The market was pricing mild, mild, mild and now winter is here and the market has rallied on that,
behind difficult far full gas hurricane meet natural operation products return season terms
The hurricane season is very far from being behind us in terms of crude, products and natural gas supplies. Refineries that are back in operation haven't been able to return to full rates. It's difficult to meet demand.
barrel less market oil reacting today
The market is reacting today as if oil at less than $74 a barrel is a bargain.
market quite
The market is overreacting but the market is right, the stats were quite bullish.
barrel below extremely hesitant market nigerian
The market is extremely hesitant to go below USD60 a barrel and that is because of the Nigerian outages for the most part.
barrel below extremely hesitant market nigerian
The market is extremely hesitant to go below $60 a barrel and that is because of the Nigerian outages for the most part.
again calm global looks market rallying rising sees stocks supply tends
The market can't keep rallying on global supply worries. When it looks to the US and sees stocks are rising yet again it tends to calm things down slightly.
anywhere diplomatic iranian seem situation
The Iranian situation is making us all very nervous... We don't seem to be getting anywhere on the diplomatic solutions.