CL Redux

Discussion in 'Journals' started by schizo, Oct 9, 2009.

  1. EON Kid

    EON Kid

    Ex 8151
     
    #11231     Oct 4, 2010
  2. Mitch83

    Mitch83

    US Coast guard says Houston ship channel closed at least until late Tuesday
     
    #11232     Oct 4, 2010
  3. EON Kid

    EON Kid

    Picaso what did you make of last weeks EIA report?
     
    #11233     Oct 4, 2010
  4. Picaso

    Picaso

    Hi Kid, not much, inventories are at such high levels right now that I don't think they make much difference beyond the initial knee-jerk reaction.

    Also hurricane season is coming to an end without any real interference.

    A group of businessmen announced that using a technique similar to the hydraulic fracturing in Natural Gas they can exploit economically shale reserves in the US.

    Iraq has declared they have much larger reserves than anticipated (Sadam's technology suffered during the embargo), surpassing Iran.

    All those fundamental factors seem bearish for oil, but on the other hand you have QE2 coming, Funds Gone Wild over gold & commodities, Forex Wars and the Pink Flamingo game, so...

    I'm just starting the session now, so I don't have a clue of what's going on intraday.
     
    #11234     Oct 4, 2010
  5. Mitch83

    Mitch83

    Hi Picaso,
    sounds interesting, do you have a link?
     
    #11235     Oct 4, 2010
  6. EON Kid

    EON Kid

    thanks P

    indexes in a major sell off, but CL holding like the rock of gibraltar
     
    #11236     Oct 4, 2010
  7. EON Kid

    EON Kid

    #11237     Oct 4, 2010
  8. Picaso

    Picaso

    http://www.ft.com/cms/s/0/4f2cc0ce-cb1b-11df-95c0-00144feab49a.html

    also via: http://www.pfgbest.com/services/research/blogs/energy-report.asp

    Then, on the bullish side there's the shift of Al-Qaeda to attacks on oil tankers via Pakistan (but I don't think this is going anywhere).

    Anyway, it's all in the charts :D

    Edit: one last thing, it seems the US is becoming a net exporter of refined products due to the growth in South America, where they lack refining capacity (as say, Iran, which is an <i>importer</i> of gas despite being one of the largest producers of oil).

    So much information, so little money... :D :p
     
    #11238     Oct 4, 2010
  9. EON Kid

    EON Kid

    so smart and yet so dumb :D
     
    #11239     Oct 4, 2010
  10. Picaso

    Picaso

    I'm not dumb, just shy :D
     
    #11240     Oct 4, 2010