Yemen And Unintended Consequences - Oil's New Battleground
Andrew Hecht - at Seeking Alpha - Tue Mar 31, 5:32AM CDT
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Oil extends losses as Iran nuclear talks enter final day
Seeking Alpha - at Seeking Alpha - Tue Mar 31, 3:43AM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Do Corrupt Oil Countries Have Higher Rates Of Return?
Celan Bryant - at Seeking Alpha - Tue Mar 31, 3:32AM CDT
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Stop Obsessing Over Inventories And Rig Count... Focus On The Cash Flow
Negative Returns - at Seeking Alpha - Mon Mar 30, 8:04AM CDT
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Oil Sands Outlook
Econbrowser - Seeking Alpha - Mon Mar 30, 7:54AM CDT
Editor's note: This article was originally published on March 29, 2015 by James Hamilton here . On Friday, I visited the University of Alberta in Edmonton, where falling oil prices have brought a record provincial budget deficit despite...
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), OIL: 10.05 (-0.22)
Oil Production Vital Statistics: April 2015
Euan Mearns - Seeking Alpha - Mon Mar 30, 7:19AM CDT
The IEA OMR is out early this month, hence April's edition of vital statistics comes early. The March 2015 Vital Statistics is here . EIA oil price and Baker Hughes (NYSE: BHI ) rig count charts are updated to end March 2015; the remaining oil...
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
A Bear Market Rally In Commodities
Andrew Hecht - at Seeking Alpha - Mon Mar 30, 5:00AM CDT
DJP: 27.73 (-0.34), DEE: 61.50 (unch), CMDT: 39.96 (-0.36), OLO: 6.90 (-0.10), DYY: 4.05 (-0.02), BNO: 20.50 (-0.43), COMT: 38.26 (-0.52), CSCB: 14.15 (unch), CMD: 98.25 (+5.80), FTGC: 24.08 (-0.09), GSP: 18.81 (-0.37), DNO: 61.89 (+1.41), UCI: 15.24 (-0.17), OIL: 10.05 (-0.22), PDBC: 19.75 (-0.38), UCD: 11.70 (unch), OLEM: 22.45 (-1.24), CSCR: 14.06 (-0.89), DPU: 11.40 (-0.04), USO: 16.84 (-0.39), DBC: 17.07 (-0.20), UCO: 6.79 (-0.33), GSC: 27.62 (-0.47), USCI: 44.92 (-0.43), DTO: 111.00 (+3.98), RGRC: 17.84 (+0.01), RJI: 5.82 (-0.09), UWTI: 2.20 (-0.14), SCO: 87.14 (+3.68), GSG: 19.50 (-0.24), DJCI: 18.06 (-0.13), DDP: 45.00 (-1.00), SBV: 27.97 (unch), SZO: 71.75 (+1.75), DBO: 13.49 (-0.15), LSC: 6.02 (-0.05), GCC: 21.19 (-0.11), DWTI: 133.30 (+8.40), BCM: 30.40 (-0.54), USL: 23.90 (-0.38)
Low Crude Prices: Will It Stem Deepwater Drilling?
Casey Hoerth - at Seeking Alpha - Mon Mar 30, 3:53AM CDT
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Crude heads lower on potential Iran deal
Seeking Alpha - at Seeking Alpha - Mon Mar 30, 2:44AM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Get Ready To Buy Oil If Lausanne Discussions Fail
Fraser Dinnis - at Seeking Alpha - Mon Mar 30, 1:43AM CDT
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), OLO: 6.90 (-0.10), DTO: 111.00 (+3.98), XOM: 85.00 (-0.63), BNO: 20.50 (-0.43), UWTI: 2.20 (-0.14), SCO: 87.14 (+3.68), SU: 29.25 (+0.05), PBR: 6.01 (+0.08), RDS.A: 59.65 (-1.28), SZO: 71.75 (+1.75), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), OIL: 10.05 (-0.22), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), USL: 23.90 (-0.38)
Oil's slide accelerates into the weekend
Seeking Alpha - at Seeking Alpha - Fri Mar 27, 2:06PM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), OLO: 6.90 (-0.10), DTO: 111.00 (+3.98), BNO: 20.50 (-0.43), UWTI: 2.20 (-0.14), UGA: 34.84 (-0.33), SCO: 87.14 (+3.68), SZO: 71.75 (+1.75), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), OIL: 10.05 (-0.22), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), USL: 23.90 (-0.38), UHN: 21.16 (-0.16)
U.S. rig count keeps falling but rate of decline slows
Seeking Alpha - at Seeking Alpha - Fri Mar 27, 12:19PM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38), BHI: 63.58 (+0.10)
Goldman: Yemen, Iran deal to have little impact on oil supply
Seeking Alpha - at Seeking Alpha - Fri Mar 27, 3:01AM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
The Return Of Risk Premium To The Oil Market
Anthony Lerner - at Seeking Alpha - Thu Mar 26, 4:42PM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
The WTI Brent Spread Looks Like It Will Widen
The Panoramic View - at Seeking Alpha - Thu Mar 26, 1:47PM CDT
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Hard Evidence: Why Pump Prices Haven't Fallen As Fast As Oil Has
Jay Zagorsky - Seeking Alpha - Thu Mar 26, 9:20AM CDT
Crude oil prices have dropped dramatically since last summer. Strangely, over the same time period, gasoline prices have fallen much less. If a barrel of oil today costs less than half what it did last summer, why hasn’t the price people pay at...
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Saudis Signal New Oil Strategy As Production Nears Record Highs
Hard Assets Investor - Seeking Alpha - Thu Mar 26, 4:45AM CDT
By Sumit Roy Saudi Arabia says it has increased its oil production to 10 million barrels per day, surprising many analysts. The Department of Energy reported this morning that in the week ending March 20, U.S. crude oil inventories increased by...
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Another crack in the crude export ban?
Seeking Alpha - at Seeking Alpha - Thu Mar 26, 3:48AM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Another 8 Million Barrels Added To Oil Storage
EconMatters - Seeking Alpha - Thu Mar 26, 3:33AM CDT
EIA Inventory Report The EIA Petroleum Report came out today and the report was pretty bearish. Much worse than the API Report released the night before. Of course, Oil was up on the report, in fact had a robust day at the close as the shorts got...
USO: 16.84 (-0.39), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)
Oil soars on unrest in Yemen
Seeking Alpha - at Seeking Alpha - Thu Mar 26, 1:01AM CDT
USO: 16.84 (-0.39), TWTI: 20.37 (-0.11), UCO: 6.79 (-0.33), SZO: 71.75 (+1.75), OLO: 6.90 (-0.10), DNO: 61.89 (+1.41), DBO: 13.49 (-0.15), DTO: 111.00 (+3.98), OIL: 10.05 (-0.22), UWTI: 2.20 (-0.14), BNO: 20.50 (-0.43), OLEM: 22.45 (-1.24), DWTI: 133.30 (+8.40), SCO: 87.14 (+3.68), USL: 23.90 (-0.38)