CL Redux

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

  1. schizo

    schizo

    Maybe there's not enough tankers to go around??
     
    #15311     Feb 14, 2011
  2. get one from europe/asia , all oil tankers are idle there as Brunt is trading $103 nobody is storing.
    and we have still one month time to bring tankers as delivery is 1 month after the contract close.

    deduct another $5 million for brining ships from far places
    deduct another $5 million for financing ( interest paid on this huge money, you pay per barrel full money that is $85,000 for oil delivary )

    ... still $25 million profit .

    This whole thing may not be as this simple as it sounds? if so market efficiencies won't let this happen.

    one explanation is lots of this trading volume is intraday , if one started accumulating for eventual 10k contracts for MARCH ( and selling 10k for april ) the spread won't be at this level , spread may drop from $4.5 to $3 or below ..

    @Kid will have some explanation as he is the YODA of this oil trading. Kid some thoughts please ...

     
    #15312     Feb 14, 2011
  3. BCE

    BCE

    What a chopped out day. Indices are going nowhere in a hurry. Market's overbought and looking for a good reason to pullback IMHO. But we just trade 'em.
     
    #15313     Feb 14, 2011
  4. #15314     Feb 14, 2011
  5. BCE

    BCE

    Ditto :)
     
    #15315     Feb 14, 2011
  6. Visaria

    Visaria

    Apologies, I forgot i posted my long entry, hence the delay in posting the exit.

    Will follow guidelines in future.
     
    #15316     Feb 14, 2011
  7. NoDoji

    NoDoji

    Also, we don't believe you had 10 losers in a row this morning. We believe it was a shameless attempt to get us to feel sorry for you and send you Valentine's Day chocolates :p
     
    #15317     Feb 14, 2011
  8. Visaria

    Visaria

    Damn! No choccies for Vis then :mad:
     
    #15318     Feb 14, 2011
  9. Oil-storage trade

    http://en.wikipedia.org/wiki/Oil-storage_trade

    It has been estimated that one in twelve of the largest oil tankers are being used for the storage, rather than transportation of oil,[3] and that if lined up end to end, the tankers would stretch out for 26 miles.

    http://www.zerohedge.com/article/oil-market-outlook-when-contango-trade-unwinds

    Storage costs money, but how much? The U.S. EIA estimated holding
    - crude oil would cost a company about $1.50 and $4.00 per barrel per year depending if it owns or rents storage.
    ( per YEAR , so for a month period it won't cost much )

    - For gasoline, the costs would be $2 and $6 per barrel per year, or $0.01 per gallon per month:




     
    #15319     Feb 14, 2011
  10. David M

    David M