A London-based trading house bought 250,000 barrels of oil during the historic plunge below $0 and l

Discussion in 'Commodity Futures' started by ajacobson, May 16, 2020.

  1. But who is to say they got out at the exact bottom ?
     
    #11     May 17, 2020
  2. virtusa

    virtusa

    I just want to say that volume does not say anything about profits.
    All depends of the profitmargin. If during the year the profit is average $3 a barrel, and they could buy now at $0, at a selling price of $30 they make now $30 profit a barrel instead of the usual $3. So profits are 10 times higher. Or in other words: in normal times they needs to sell 10 times more to make the same profit as they made on this $0 deal.

    Example:
    If I trade 10 ES, notional value around $1.5million at 3,000, 1 point move can make me $500.
    My neighbor who is producing icecream sells also for $1.5million (iccream, no ES futures) with a 30% profit margin. He probably makes much more profit than me as he should only have a net profitmargin of 0.04% to beat my profit on the same transaction amount.

    There are each year companies that sell for billions and still end up with a loss. Why? Because they have a bad or no profitmargin at all.
     
    Last edited: May 17, 2020
    #12     May 17, 2020
  3. kreskos

    kreskos

    I think that in such companies everything is always thought out and the result is corny cannot bring large losses to the company. And the example above is very correct.
     
    #13     May 17, 2020
  4. virtusa

    virtusa

    Exactly.

    I think the real situation of the cushing has a military importance. So the real situation will never be disclosed. Even if it would be empty, they would still say it is full.
    It is a poker game.
     
    #14     May 17, 2020
  5. newwurldmn

    newwurldmn

    Its manipulated by brokers who are stealing their commodity customers’ strategies. This extra capacity ensures they can trade.
     
    #15     May 17, 2020
  6. That makes sense
     
    #16     May 18, 2020