Tim Evans
Tim Evans
activity along came coast gulf imports looking rebound
I was looking for a rebound in imports as some of the activity along the Gulf Coast came back to normal.
barrels french includes less looking next oil per talking timeline
If you're talking about a 400,000 barrels per day refinery next to a French Chateau in the Loire valley, the timeline is infinite. If you're looking at an industrialized part that already includes an oil refinery, it's much less of a big deal.
balance chopping looking market opportunity price relaxed storm updates
There still may be ample opportunity for price chopping off storm updates over the balance of the week, but the market is looking considerably more relaxed today.
appetite far holding insatiable
There is so far an insatiable appetite for holding more inventory. We're still not recognizing it as a glut.
came dramatic range surprises within
Everything pretty much came within the range of expectations so there were no dramatic surprises here.
buy clear consumer hybrids next offer park price steer table three trigger willing
To put that offer on the table for the next three months, it's clear to me that they're willing to steer the price lower, ... They really don't want every U.S. consumer to park their SUV and buy gasoline-electric hybrids -- they don't want to trigger that kind of consumer response.
advertising bob campaigns connect good great maureen modern past people relevant strongly
We wanted to connect with people as strongly as some of our great advertising campaigns of the past did -- such as with Beattie with Maureen Lipman or Bob Hoskins in 'It's good to talk' -- but in a way that's relevant to today's modern relationships.
demand early february forecast persist physical warm
Warm temperatures now forecast to persist on into early February undercut physical demand for heating fuels.
close fact holding market physical risk shortage
There is nothing close to a physical shortage going on here. Instead, what the market is holding here is a significant, and in fact growing, implied risk premium.
basically hit levels support
Basically we hit some support levels ... and if it can't go down, it's got to go up.
bell consider higher perhaps price ready rung
We've rung the bell at $600 and now we're perhaps ready to consolidate before we consider higher price levels.
climbing crude demand downward high level price reminder revision stocks trouble
The OPEC demand revision is more of a reminder than anything else. Between the high level of crude stocks and the downward revisions to demand, the price should have trouble climbing like it has done this week.
attractive becomes both commodity emerging focus general gold less lows markets near oil since surrogate
Really, we've had some focus (on oil) since mid-February, when both markets made a significant low, and both markets had a near retest of those lows on Wednesday. Oil is emerging as the focus for the gold market as a surrogate for general commodity inflation. Without that kind of commodity inflation, then gold becomes a less attractive investment.
cash move profits rush
Really, it's just a rush to cash in profits on what was really a spectacular move higher.