zman’s Energy Brain

oil, gas, stocks, etc…

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  • Hello and Welcome - I’ve created this blog for the purpose of discussing energy related topics - primarily but not limited to oil and natural gas - and their potential impact on stocks, options, and futures. I am an amateur investor/trader and make no assurances about the opinions expressed on this blog. Please consult your financial advisor before buying, selling, borrowing, or otherwise risking capital based upon ideas taken from this site. Any advice construed from this website is worth what you paid me for it.
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Macro Posts

An archive of Big Picture posts:

Where Did All The Gas Go?

OIH – Cheap But It Could Get Cheaper – 2/26/07

YahooFinance Article: Elk Hills Rally Overdone + Early February Gas Commentary -2/9/07

YahooFinance Article: Oil Set To Fall While Gas Continues To Hang On With The Cold. – 2/5/07

Rig Commentary At The Beginning of 4Q Earnings Season

Wednesday – Oil Inventory Day + A Word About Costs.

Seeking Alpha Article: Oil & Gas Inventories Remain High

Testy Tuesday – Thoughts On Opec, Venezuela, and More…

XOM Stop the Madness

Exxon Trending Towards Expensive

Rig Rates, KBR and more

Mid December 2006 Gas Storage – Critical Turning Point

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4 Responses to “Macro Posts”

  1. the fall in refinery demand this fall has been
    quite severe, exceeding even last year s hurricane inspired drop.
    Given the lengthy maintenance period this spring, the depth and
    duration of this year s maintenance was somewhat surprising.
    The result has been that the inventory surplus at the end of Q3 has
    been run down very quickly and the call on imports definitely
    seems to be rising again The crude market has been depressed by
    Opec s output cuts. Less visible, but highly important, has been
    the drop in Russian crude exports during the last couple of
    months. A combination of high export taxes and suspended
    supplies to Lithuania caused seaborne volumes to drop to a twoyear
    low nearly 0.5 mbd below last year. Coming on top of slower-
    than-expected ramp up of non-Opec supply this winter, seaborne
    demand has been dealt a veritable blow in Q4. By the looks
    of the continued strong inventory declines in the US and the restart
    of Russian exports (as showed by the afra- and suezmax
    markets in the Med), it looks as though it s been a single punch
    rather than a full twelve rounds. Much will now hang on how
    Opec evaluates the situation through January.

    from bassoe on tanker demand

    click on weekly reports

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