Tag Archives: oil prices

A Saudi-Iran Oil War Could Break Up OPEC

It’s hard to imagine Saudi Arabia assuring Iran that its market share won’t suffer any consequences from its stated pledge to fill any supply gap left by a cut in Iranian exports resulting from the U.S. sanctions. It’s also hard to imagine Iran shrugging and letting this go. Could OPEC be on the way out? Maybe.

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Saudi Arabia and Iran Reignite the Oil Price War

Considering the intensity of efforts by the U.S. to cut off as much Iranian oil exports as possible, it is unlikely that even Iran's significant discounts to Asian customers will save the country's oil exports.

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Can Saudi Arabia Prevent The Next Oil Shock? 

A healthy appetite for crude, combined with an unexpectedly high level of compliance has stabilized markets. The threat of higher oil prices culling demand is still very low but will be looming on the horizon.

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Emerging Market Meltdown Could Undermine Oil Rally

Higher production doesn’t necessarily mean higher oil prices are entirely out of the question, and in fact, the oil market is still faced with a ton of uncertainty.

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An Oil Price Rally is Likely

Because U.S. shale growth is already baked into the current oil market projections, the risk to oil prices is probably skewed more towards the upside due to the variety of geopolitical ticking time bombs.

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Oil Market Fears: War, Default and Nuclear Weapons

The U.S. is one of the few areas of the world in which there is an energy investment boom underway, a development that could smooth out the uncertainties of geopolitical events around the world. At the same time, outside of the U.S., there is a deterioration of stability in many oil-producing regions, aggravating risks for both oil companies and the …

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The Oil Information Cartel Is (Finally) Broken

Since the age of oil began until a few months ago, most real time oil prices were jealously guarded by marketers, who used it to their advantage in the daily multi-billion dollar physical oil trade. But James Stafford has busted an oil industry information cartel that has existed for decades.

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3 Years of Painful Cuts Sets Markets Up for Oil Supply Crunch

Oil prices are entering a “sweet spot” — a range between $50 and $60 per barrel that could finally be good for the global economy – low enough to provide consumers with a bit of a stimulus, but high enough to keep the industry and capital spending afloat.

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$85 Crude Oil By Christmas – An Interview With Mike Rothman

While Saudi Arabia has been burning through $12-$15 billion per month from its financial reserves to fund government spending through this period, it seems the policy is that the path to a much higher price and higher revenue will come about by allowing for a prolonged low price.

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Saudi-Iran Confrontation Could Send Oil Prices to $250

Even though it remains a remote possibility, direct military confrontation between Saudi Arabia and Iran could well put oil back into triple-digit territory in short order.

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