Showing posts with label Oil prices. Show all posts
Showing posts with label Oil prices. Show all posts
Wednesday, May 6, 2020

6/5/20: The Glut of Oil: Strategic Reserves

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The Giant Glut of Oil continues (see my analysis of oil markets fundamentals here:  https://trueeconomics.blogspot.com/2020/04/23420-what-...
Thursday, April 23, 2020

23/4/20: What Oil Price Dynamics Signal About Future Growth

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My column at The Currency  this week covers the fundamentals of oil prices and what these tell us about the markets expectations for econo...
Monday, April 10, 2017

9/4/17: Oil's Bucking Bull

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My recent article for Sunday Business Post covering oil price dynamics and forecasts:  https://www.businesspost.ie/business/oils-bucking-b...
Monday, November 14, 2016

13/11/16: Oil Prices: Still in the Whirlpool of Uncertainty

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This is an unedited, longer, version of my article for the Sunday Business Post  covering my outlook for oil prices. Traditionally, crud...
Tuesday, September 13, 2016

13/9/16: U.S. business investment slump: oil spoil?

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Credit Suisse The Financialist recently asked a very important question: How low can U.S. business investment go? The question is really a...
Monday, May 23, 2016

23/5/16: Oil Exporting Countries: Sovereign Risk Metrics

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Credit Suisse on fiscal woes of oil exporters: As a reminder, here are projected 2016 sovereign debt levels across the main oil expor...
Friday, April 15, 2016

15/4/16: Of Breakeven Price of Oil: Russia v ROW

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There has been much confusion in recent months as to the 'break-even' price of oil for Russian and other producers. In particular,...
Sunday, January 31, 2016

31/1/16: Why is Inflation so Low? Debt + Demand + Oil = Central Bankers

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One of the prevalent themes in macroeconomic circles in recent months has been what I call the “Hero Central Banker” syndrome. The story g...
Saturday, January 30, 2016

29/1/16: Events… and oil

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Bloomberg recently posted a chart summing up some (although claimed all) of the key events in recent history of oil prices. A neat reminde...
Saturday, January 2, 2016

2/1/16: Don't miss that Urals spread

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Over recent months, I have been highlighting the importance of considering, when it comes to Russian economy and Ruble analysis, not just ...
Sunday, December 20, 2015

20/12/15: Of those Russian GDP 2016 forecasts

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In my recent column for Slon.ru  (see:  http://trueeconomics.blogspot.ie/2015/12/151215-russian-outlook-for-2016-slon.html ) I quipped tha...
Saturday, October 10, 2015

10/10/15: What, When, If the $7 trillion SWFs Gorilla Moves?

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Remember this bit about Central Banks' reserves taking a dip globally ? And now consider this, about Sovereign Wealth Funds shrinking ...
Monday, July 20, 2015

20/7/15: Of 'Break-Even' Oil Prices & Russia

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An interesting chart via Deutsche Bank Research putting break-even (fiscal budget) figures on oil prices for major oil producers: Whic...
Monday, June 15, 2015

15/6/15: Long Run Oil Price Chart

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Quite a wonkishly fascinating chart (I love long time series, even if much of them are imaginary numbers): via  http://uk.businessinsider....
Friday, April 10, 2015

10/4/15:Ruble's Mysterious Rise: Some Thoughts

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There is an interesting debate starting up around the Ruble: in recent weeks, Ruble appreciation against the USD has pushed it out of its ...
Friday, January 23, 2015

23/1/2015: Russian Economy Growth Downgrades

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On top of downgrades by the rating agencies, Russia also got downgraded by the host of international agencies - in terms of country growth...
Monday, January 12, 2015

12/1/2015: Falling... falling... still... falling: Oil Prices in Time

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With WTI just flying past USD45.99/bbl price marker and Brent fell through USD47.47, here's the best visualisation of the 'Plight ...
Tuesday, January 6, 2015

6/1/2015: Glance Back: Grey and Black Swans of 2014

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Portuguese blog by Jorge Nascimento Rodrigues quoting my comments on the topic of black swan and grey swan events of 2014: http://janelana...
Sunday, December 28, 2014

28/12/2014: Oil Prices: USD70bbl in 2015?.. May be so...

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Forecasting oil prices is a rather tough job, especially if we are witnessing a regime change, rather than a temporary glitch in the marke...
Thursday, November 20, 2014

20/11/2014: Oil Prices: Supply and Demand Drivers

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An interesting BofE note on links between commodities prices & UK inflation: http://www.bankofengland.co.uk/publications/Documents/inf...