Energy Insights

Commodities & Energy

[Energy Insights @EnergyAndOil]

#API
Crude: +2.780M
Cushing: -1.152M
Gasoline: -1.245M
Distillates: -1.822M
#OOTT

[Energy Insights @EnergyAndOil]

@phemsworth The move right now is becoming more and more incomprehensible given NHC states only a 40% chance of storm. Something else is going on here 👀

[Energy Insights @EnergyAndOil]

OPEC has always claimed they control the supply/demand of oil. They never try to control the price (atleast what they claim).

If WH tries to pressure them to increase production just because "price of gas" is high, won't it be against the ethics of OPEC as a group?

#OOTT

[LiveSquawk @LiveSquawk]

#OOTT | As Gas Prices Rise, White House Says OPEC Action Is ‘Simply Not Enough,’ Calls For FTC Scrutiny - CNBC
https://t.co/TH1WuBzasb

[Energy Insights @EnergyAndOil]

Anybody looking to have really crisp insights in energy, please follow John's Email. Extremely detailed and insightful. #OOTT

[John Kemp @JKempEnergy]

IF YOU would like to receive a free daily digest of best in energy news + my own research notes, you can add your email to the circulation list here: https://t.co/fDZgNWkQf1

[Energy Insights @EnergyAndOil]

@JKempEnergy I'm reading your newsletter since 2 years. It is very helpful. Thank you.

[Energy Insights @EnergyAndOil]

No other OPEC meeting have felt this exhausting. #OOTT

[Energy Insights @EnergyAndOil]

What are the chances Russia agrees to a no-deal and UAE compromises for petty reasons? Unlikely.

Some middle ground has to be found for better relationships in the future. #OOTT

[Energy Insights @EnergyAndOil]

#oott

[John Kemp @JKempEnergy]

BEST IN ENERGY: the books and articles I have found most useful in my own research on energy, covering everything from production, consumption, diplomatic relations, technology, markets and risk management: https://t.co/liMPrvN0dO

[Energy Insights @EnergyAndOil]

@phemsworth Yeah partly due to Cushing inventories. Which is above its 5 year average. Hence the outperformance of crack on triggers.

[Energy Insights @EnergyAndOil]

Anybody who's looking to have an inner look at the ups and downs of MBS's dream for a new and better Saudi Arabia should read this book.

The authors of the book go into the depths to explore MBS as a new and emerging leader.

#OOTT #opec #oil

[Energy Insights @EnergyAndOil]

#OOTT

[Nader Itayim | ‌‌نادر ایتیّم @ncitayim]

Although the #UAE has been grabbing most #Opec headlines of late, its conditions re: improved compliance aren't that diff to what #Saudi has pushed for since day 1.

But it sees flaws w/ the compensation mechanism that it says needs addressing before an extension is agreed. #oott

[Energy Insights @EnergyAndOil]

@Amena__Bakr What if tomorrow other G20 nations refuse to cut 5MBPD?

[Energy Insights @EnergyAndOil]

@Amena__Bakr Is there any possibility of meeting conclusion being dragged till tomorrow? hence adding more uncertainty to weekend risk?

[Energy Insights @EnergyAndOil]

A 50bps cut in fed made investors wary of the threat and sold off equity that day. Same can happen tomorrow even if russia agrees for a cut imo. #OOTT

[Energy Insights @EnergyAndOil]

Blue horseshoe doesn't love oil. #OOTT

[Energy Insights @EnergyAndOil]

@drskogen Let's see if Russia agrees !

[Energy Insights @EnergyAndOil]

Seems like everybody is just "monitoring coronavirus closely" and giving into sentiments without almost any real action in place. #OOTT

[Energy Insights @EnergyAndOil]

Only a wise decision to keep cutting oil production (Saudis) for supportive oil prices ahead of the IPO. #OOTT

[Energy Insights @EnergyAndOil]

All eyes on OPEC conference. No matter whatever cuts implemented, volatility is assured. #OOTT