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61 Posts
Pagina: «« 1 2 3 4 »» | Laatste | Omlaag ↓
  1. [verwijderd] 1 mei 2019 08:26
    GROEN TAX
    www.houstonchronicle.com/business/ene...

    -As production continues to outpace pipeline construction in the Permian Basin, operators are burning off, or flaring, an estimated 104 billion cubic feet of natural gas per year instead of shipping it to market.
    -Baker Hughes estimates 500 hydraulic fracturing fleets are deployed in shale basins across the United States and Canada. Most of them are powered by trailer-mounted diesel engines. Each fleet consumes more than 7 million gallons of diesel per year, emits an average of 70,000 metric tons of carbon dioxide and require 700,000 tanker truck loads of diesel supplied to remote sites, according to Baker Hughes.
    -“Producers in the Permian are flaring enough gas each day to meet the household needs of every Texas,”

    www.houstonchronicle.com/business/ene...

    Verbijsterend. Bespreekt de gevolgen van de taxcuts voor the deficit en welke grote bedrijven daar de vruchten van plukken.
  2. [verwijderd] 6 mei 2019 22:04
    DEMAND
    “Trump’s sudden hard-line on China tariffs has spooked investors, who are scrambling to reduce their risk levels in the markets,” said Jasper Lawler, head of research at futures brokerage London Capital Group.
    www.theoilandgasyear.com/news/oil-reb...
    The U.S. saw distillate demand drop, although stocks continued to fall, likely due to heavy refinery maintenance. In Europe, total product stocks have bumped above the five-year average, due to builds in jet fuel and gasoil, although these builds appear to be slowing.
    www.hartenergy.com/exclusives/whats-a...

    REFINERY
    oilprice.com/Energy/Energy-General/Wh...

    SUPPLY Nigeria
    Leaks caused a shutdown of the Nembe Creek Trunkline, one of the two major pipelines exporting Bonny light crude oil, less than a day after the pipeline had reopened, Aiteo said.
    af.reuters.com/article/commoditiesNew...
    “The strength in the physical market indicates an extremely tight market,” said Virendra Chauhan, a Singapore-based analyst at industry consultant Energy Aspects Ltd., adding that the crunch is likely to last through the third quarter.
    It was not so over the past several months, when buyers in Asia benefited from a bigger pool of crude selections as American grades increasingly made their way into the region.
    The added ample supplies had pushed spot prices down in the physical market. However, Trump’s decision to end sanctions waivers for Iranian oil buyers and the de-facto ban on Venezuelan supply has turned the tide in the market.
    financialtribune.com/articles/energy/...

    TA
    While WTI and Brent briefly fell through their 200-Day moving averages on Monday, the U.S. benchmark remains up 37% on the year and its U.K. peer shows a year-to-date gain of 32%.
    After blockbuster gains of around 30% or more in the first quarter, the gains in oil prices have slowed, advancing just about 6% in April. Since the start of May, prices have slipped as the Energy Information Administration surprised traders by reporting one large U.S. crude build after another over the past six weeks.
    Last week's inventory growth, particularly, stunned the market, coming in at just under 10 million barrels. With that, a generous 30 million barrels have been added to U.S. crude stockpiles since early March.
    www.investing.com/news/commodities-ne...
    Bullish reversal in crude
    www.forexlive.com/technical-analysis/...
  3. [verwijderd] 7 mei 2019 08:33
    TA
    Brent: range of $69.81-$70.47
    failed to break a resistance at $71.84 = 14.6 percent retracement of the uptrend from the December 26, 2018 low of $49.93 to the April 25 high of $75.60
    The fall from $75.60 looks like a typical zigzag, three waves. The first and third are equal.
    The fall is first part of a medium-term downtrend. The current bounce is the second part. However, it is not very clear how strong the bounce will be.
    The bounce could have developed too fast. It is expected to be reversed further. A break above $71.85 could signal the extension of the bounce towards $73.27, the peak of the wave b.
    On the daily chart, the current fall is regarded as a continuation of the preceding downtrend from $86.74. Driven by a powerful wave (C), the fall may extend into a range of $52.85-$61.54, formed by the 61.8 percent and the 38.2 percent projection levels of the wave (C).
    This bearish outlook will be reviewed once oil breaks above $72.68, a 61.8 percent retracement of the downtrend from $86.74 to $49.93.
    www.thehindubusinessline.com/markets/...
  4. [verwijderd] 10 mei 2019 09:50
    World by GDP graph
    az705044.vo.msecnd.net/20190510/0-ima...
    VS-China trade graph
    fingfx.thomsonreuters.com/gfx/mkt/12/...

    DEMAND
    China is Iran’s largest oil customer with imports at 475,000 barrels a day in the first quarter of this year, according to Chinese customs data.
    Two of the sources said Sinopec and CNPC have skipped bookings for cargoes loading in May as companies were worried that taking oil from Iran could invoke U.S. sanctions and cut them out of the global financial system.
    Of the five supertankers that loaded Iranian crude in April for China, two have discharged, while another two are waiting off Ningbo and Zhoushan in eastern China to discharge, according to Refinitiv data and its analyst Emma Li. A fifth tanker is heading to Shuidong in southern Guangdong province.
    www.reuters.com/article/us-china-iran...
    Een schijnbeweging om de onderhandelingen niet in de weg te zitten. Ze hebben genoeg ingeslagen om dit even mee te spelen. Uitsluiten global fin sys is een drogreden, ze zijn bijna zover dat ze dat sys niet nodig hebben anders dan hun gedeelde belangen/JV's.

    The two countries combined to make up 34 percent of global oil consumption during the first quarter of 2019, according to data from the International Energy Agency.
    Overall expectations are also that demand in 2019 will rise.
    The U.S. Energy Information Administration expects global oil demand to rise by 1.4 million barrels per day this year.
    uk.reuters.com/article/uk-global-oil/...
  5. [verwijderd] 14 mei 2019 19:12
    Vandaag:
    OPEC+ en de VS hebben olie verwapend. Voor politieke doeleinde. En nu: www.breitbart.com/national-security/2...
    De kleintjes kopIëren de groten...

    Gister:
    De Iraniërs zijn niet gek, dus of een false flag of 'ongevraagde hulp':
    apnews.com/63d729241e0645539dad32f57d...
    note: de price action laat zien dat een bepaalde tweet effectiever is dan gaten in 4 (lege?) olietankers blazen (waaronder een Noors schip).

    Timing. Ik bedoel het ergste moet nog komen. Eerst een dip, Jim
    www.thestreet.com/investing/crude-pri...
    However, there's an important difference: There's a shortage of Brent, but there is no lack of WTI. Put simply, Brent prices should be higher.
  6. [verwijderd] 15 mei 2019 20:59
    DEMAND
    www.zerohedge.com/news/2019-05-15/oil...

    DEMAND refinery teapot
    According to an analysis from Bloomberg released in March, this year will see refining capacity additions of as much as 890,000 bpd. Almost half of this will come from a new 400,000-bpd refinery property of teapot Hengli Petrochemical Co. which began trial runs at the facility five months ago. Full capacity is expected to be reached later in May.
    oilprice.com/Energy/Crude-Oil/Chinese...

    DEMAND EM
    fingfx.thomsonreuters.com/gfx/ce/7/44...

    SUPPLY surp -> def
    www.cityam.com/277648/oil-surplus-set...
  7. [verwijderd] 24 mei 2019 07:59
    quote:

    Zelden schreef op 14 mei 2019 19:12:

    ...

    Timing. Ik bedoel het ergste moet nog komen. Eerst een dip, Jim
    www.thestreet.com/investing/crude-pri...
    However, there's an important difference: There's a shortage of Brent, but there is no lack of WTI. Put simply, Brent prices should be higher.
    Duurde even, maar daar is de dip. (Gister WTI een dikke -8%, Brent dikke -6% gezien) Denk niet dat dit het al helemaal was.

    Gaat straks weer hoger dan waar het vandaan kwam. Q3 is de kraker.
  8. [verwijderd] 14 juni 2019 11:59
    www.spglobal.com/platts/en/market-ins...
    www.iea.org/newsroom/news/2019/june/o...

    For an example of this report which is made available free of charge two weeks after its release
    Release schedule:
    • Friday 14 June 2019
    • Friday 12 July 2019
    • Friday 9 August 2019
    • Thursday 12 September 2019
    • Friday 11 October 2019
    • Friday 15 November 2019
    • Thursday 12 December 2019
  9. [verwijderd] 17 juni 2019 17:41
    Similarly, hedge funds are now running one of the most bearish positions in NYMEX and ICE WTI since the end of the oil market slump in early 2016.

    If the global economy slows further in the second half of the year, as most traders expect, and seems the most likely outcome, it will validate these bearish positions as prices come under further pressure.

    But if the economy avoids recession and re-accelerates, which remains possible, the race to close short positions and re-establish new longs would produce a ferocious short squeeze.

    uk.reuters.com/article/uk-oil-prices-...

  10. [verwijderd] 4 juli 2019 16:44
  11. [verwijderd] 4 juli 2019 17:50
    - Retail IG:
    www.dailyfx.com/forex/fundamental/dai...
    - Niet-retail:Heel veel bulls nog aan de zijline
    - Hacienda hedge moet nog bekend worden, prijs, deze dagen.
    - Iran weekend: ultimatum loopt af

    Classic orders verzamelen op deze level:
    invst.ly/b6e9i

    Wat gaat íe er mee doen?
    invst.ly/b6ea8

    Wsl. morgenvroeg. Maar door de spanningen voor weekend een flinke move.
61 Posts
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