Oil arbitrage

Discussion in 'Economics' started by Krent Birshner, Apr 20, 2020.

  1. .sigma

    .sigma

    The only arb that exists in oil belongs to the Saudis

    I suggest you study more about the storage of oil, specifically the convenience yield.

    The storage capacity of oil impacts the price of oil itself.
     
    #11     Apr 20, 2020
  2. Metamega

    Metamega

    It’s just a measurement like mentioned before. If you take delivery, your providing the tankers. This is dumby version. @bone would probably know better.

    CME would be kushings Oklahoma I believe, this stuff is all tied to pipelines. You don’t just go with a truck and pick up barrels. Second off I’d assume theirs some administrative costs to taking delivery.
     
    #12     Apr 20, 2020
  3. S2007S

    S2007S

    Unbelievable

    Oil near $13.00


    ENERGY
    Oil futures contract expiring Tuesday dives 20% as pandemic ravages demand, June contract falls 8%
    PUBLISHED SUN, APR 19 202010:07 PM EDTUPDATED MOMENTS AGO
     
    #13     Apr 20, 2020
  4. If you buying oil you should have a container (barrel, cistern, etc.). If you do not have it you will buy it, rent it, borrow it. Nothing is for free. Buy Starbacks coffe and exchange it for barrel of oil lol
     
    #14     Apr 20, 2020
  5. When airplanes, and ships, and cars start to move relatively soon oil price will come up.
    Oil bottom price is around $10. Today is $13. Good point to start closely watching it.
    I am wondering if airlines and cruise lines are buying cheap one. UPS, Fedex do.
     
    #15     Apr 20, 2020
  6. I suggest do a bartel trade: buy the oil change it to Starbacks coffe
     
    #16     Apr 20, 2020
  7. maxinger

    maxinger

    airline buying oil?
    Those who attempt to buy cheap oil at this time will probably be fired.

    WHY? airlines are struggling. revenue is virtually zero.
    liquid cash is shrinking. when liquid cash reaches zero, company will close down.
    airlines are begging govt and banks for loan just to float.
     
    #17     Apr 20, 2020
  8. Saudi Arabia recently bought 8% CCL stocks share, company may have money to buy a cheap oil.
    One of the factor to compete, they will survive and this is good opportunity.
    UPS is always buying futures, they have their own oil refineries.
     
    #18     Apr 20, 2020
  9. tsfx

    tsfx

    This price (as a measure of oil cheapness) is misleading, most of the drop is happening on this current futures which expires tomorrow. New futures trade 22+ usd so technically the current/next spread is just skyrocketing. Safe to say there are/were huge longs with the need to get out or rollover so the market simply gives them that undesired exit price.

    So today you say that oil is 13 but tomorrow you'll be saying that oil is 22 :)
     
    #19     Apr 20, 2020
    1957may10 likes this.

  10. Have you seen this happen this drastically before ? And is it always the front month dropping more than back month or is this very unique because its storage problem ?
     
    #20     Apr 20, 2020