John Kilduff - Again Capital


Last quote by John Kilduff

The report was bearish, but prices had already reacted, in negative fashion, to last night's API report, which was a tough act to
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Nov 15 2017
In this page, you will find a list of 210 quotes from John Kilduff, from different articles. We analyzed 154 articles in which John Kilduff has been quoted in topics like Saudis and OPEC. John Kilduff’s most recent quote is: “All that got fed into prices last week and nothing is happening. The risk premium gods giveth and they taketh away.”. To see more examples John Kilduff’s views and opinions, check out the section below.
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John Kilduff quotes

Sep 22 2017 - OPEC

There are times like these when they'll push the envelope, especially when the envelope is getting stuffed with

Sep 17 2017

These are big daily price moves that in my view are always very vulnerable to

Sep 17 2017

We're at a critical level. We're arguably at crossroads here in terms of [whether] we get an extended run higher. The odds, I think, are against

Sep 11 2017

They're going to have gas to some of these stations in a couple of

Sep 11 2017

There's a flotilla of cargoes coming. Right now, they're headed toward New York, but there's some thought that could change and they could get diverted down

Sep 06 2017 - Oil

Refineries coming back online is putting a squeeze on supplies in the

Sep 06 2017 - Oil

Everyone is just grappling with the spate of storms that are populating the

Sep 01 2017

There's enough gasoline. You may not like the prices you're paying for it, but there's no reason for any kind of panic to

Sep 01 2017

Yesterday, the anxiety over Harvey reached a

Sep 01 2017 - Oil

We're continuing to assess the refining sector and its ability to come back from Harvey. The good news for consumers is that it seems some of the units are in the process of getting back in

Aug 31 2017

As the contract goes to expiration, it becomes highly reflective of underlying cash market conditions. You can actually use this contract to get deliveries in two weeks

Aug 31 2017

There's been a huge spike in anxiety especially given the Motiva situation which seems to be

Aug 30 2017

Supplies are rapidly tightening. Key supply pipelines are struggling and we could see spot shortages as far away as the upper Midwest and particularly the Southeast. The price rise at the pump has only just begun. It'll be a startling but brief price

Aug 30 2017

It could be the tipping point in terms of generating the spike higher we're

Aug 30 2017 - OPEC

Harvey's impact is in the process of going global, as buyers of U.S. crude and refined product now have to scramble to cover. Remember the U.S. was one source of diversification away from OPEC for Asian

Aug 28 2017

We're just watching how this storm continues to develop. It seems like the worst case scenarios keep playing out. This could linger for

Aug 25 2017 - Oil

The crack spread can only widen so far. If this [hurricane] is a goner come Monday, all these gains are a goner come Monday

Aug 23 2017

It could still be disruptive. You can't have this magnitude of potential shut ins without seeing prices go up, . This could be a hiccup. It will be temporary but it could be a hell of a

Aug 15 2017 - OPEC

People are taking a hard look at what the balance is. We had seen in the past few weeks that demand growth was robust, and this turned that on its

Aug 15 2017 - OPEC

We're on the precipice of a large

Jul 28 2017 - Oil

I don't see the physical market getting all that much better. There' still a lot of crude that's unsold, still a lot of Nigerian barrels floating out

Jul 21 2017 - OPEC

I think we're set up for a 'buy the rumor, sell the news' type of market. The only surprise to the market would be if the Saudis stood up and cut more. But there doesn't appear to be much appetite for further

Jul 21 2017 - OPEC

We're keying on everything ahead of the OPEC meeting. They can't add even a barrel right

Jul 19 2017 - OPEC

The report was squarely supportive with the across-the-board inventory

Jun 27 2017 - OPEC

What the market is in the process of doing is trying to draw out a response from the industry. Until they get it, they're going to keep grinding it lower and

Jun 27 2017 - OPEC

We've fallen a long way. If you're initiating a short position now, you missed a lot of the ride

Jun 27 2017 - OPEC

The hedge fund community has clearly lost their faith in OPEC and the Saudis to be able to achieve balance, which was a much ballyhooed position over the last couple of

Jun 26 2017 - Oil

The 2008 oil price slide was a demand driven event, you could say that the stock market crash pulled oil

Jun 26 2017 - Oil

This time around it's supply driven, and low oil prices are only a problem for oil companies and one trick pony oil producing countries. If the oil price slide were an early indicator of a slowing global economy, then stocks would follow suit but that does not appear to be the

Jun 20 2017 - OPEC

Just like when we hit that level, it caused OPEC to respond. Unless and until they do, we're going to grind lower. Gasoline season turned out to be a bust and with fourth of July just around the corner, it's not going to get any

Jun 19 2017

The last week of June temperatures in the New York area, you're going to have a hard time getting above 80 degrees. Good for folks, but bad for the bulls. You really need early season cooling demand. There's a lot of bulls in this market on the premise we would have a hot start to the

Jun 14 2017 - Oil

I think their next plan of attack is to drop exports to the U.S. so they can manufacture a drop in the EIA report. It will make it look like inventories are really coming

Jun 08 2017 - Qatar

Qatar is a big player in LNG but a small player in crude oil, if you exclude their ownership stake in

Jun 08 2017 - Qatar

Our market seems to be getting some support from this situation even though we're obviously not a big exporter of LNG, it does seem to be a rally in sympathy of what's going on in that market and in Europe. It only highlights a real bright spot for U.S. natural gas producers as we ramp up our export capacity. U.S. shale producers of natural gas are getting ready to do to the global gas market what U.S. shale oil producers have done to

Jun 07 2017 - Oil

The persistent problem is the gasoline demand in particular. With employment levels where they're at, we should be seeing much higher gasoline demand than we're getting. It's a bit of a

Jun 01 2017 - OPEC

We know anecdotally that Asian buyers have been procuring supply deals with U.S. suppliers over the last several months. There's actually been worries among Asian buyers that the OPEC deal would impact them and they've been picking up these purchases. That includes China, India and to a lesser extent South

Jun 01 2017 - OPEC

U.S. producers are stepping up to fill the gap left by OPEC and other non-OPEC producers. It's going to a number of locations but increasingly Asia, where the real global battle for market share is

May 31 2017 - Iran

The game of chicken between them and the market is back on

May 31 2017 - OPEC

This market is in the process of testing their

May 31 2017 - OPEC

They covered just before the meeting and that enabled them to have the dry powder to go in and attack once this news came

May 31 2017 - OPEC

There were official statements about production from the Libyan National Oil Co., and that validated it with the

May 22 2017 - OPEC

Going to Iraq to shore up support and push not just for six months but to push for nine months is getting the attention of the market. There are rumors that they want out of the deal. They want an exemption like the

May 15 2017 - OPEC

For the bulls to regain the full upper hand, a close over $50 is what we

May 09 2017 - OPEC

It's pretty apparent that any sustained rise back above $55 will get more and more shale online. Also, we should start to see Dakota Access pipeline and other infrastructure improvements liberate more and more U.S. barrels. We have only just started to see the real rebound in

May 08 2017 - OPEC

We're five months into this deal, almost six, and we're just not seeing a whole lot of progress being made. They're just out of bullets verbally and in

May 04 2017 - OPEC

People keep forecasting that global inventories are going to come down, but so far, they haven't for the most

Apr 27 2017 - Oil

This is a big problem for the complex – that the gas market could become glutted again. Demand hasn't been spectacular so it's a bad combination, to see this aggressive refining activity earlier than we normally see

Apr 27 2017 - Oil

We're really setting up for failure here in terms of price strength given what's happening

Apr 26 2017 - Oil

The report was somewhat supportive for prices, due to the overall crude oil inventory drawdown resulting from a further rise in the refinery utilization rate and large upward spike in crude oil

Apr 26 2017 - Oil

They're cranking out a lot of fuel here in the face of demand that is lackluster. They could be building a glut for themselves on the other side of the refinery. To the extent that this is going to undermine gasoline price strength, it's bad for the

Apr 25 2017

I'd say it remains lackluster but refiners are cranking out high volumes of supply. If we get confirmation of these numbers, we'll have another leg lower. This could be another catalyst, particularly if gasoline leads the way down. It's the commodity in the complex that you look to see either supporting them or undermining

Apr 24 2017 - Oil

That will remove quickly any kind of thought that those supplies might get

Apr 19 2017 - OPEC

There was a big jump in refinery utilization. We went from 91 percent to 92.9 percent. We're approaching full capacity when you start getting up around these numbers. It's bearish for gasoline in particular, to the extent the end product value comes down and pulls down the price of oil with it. The fact we're only down a million barrels on crude in the face of the refinery run rate speaks to how well supplied we continue to be. There was a misperception out there that when the refinery runs are finally cranked back up that you'd see these crude oil inventories plummet, and that's not the

Apr 19 2017 - OPEC

We've gotten down pretty quickly to test $50 support. It's been sticky … the big number to watch is $47. If we break that we're going to go to $42 and touch the November

Apr 19 2017 - OPEC

[Wednesday's] crude drawdown was not as large as expected. There was also a large jump in refinery capacity utilization ahead of the peak summer driving season. That's weighing on the perception of the [EIA] report. That's another bearish sign for oil

Apr 19 2017 - OPEC

In other words, production of these refined products is expected to rise, increasing

Apr 11 2017 - OPEC

You have to question whether the Syrian situation has now become a proxy that divides them more than the low oil prices united them. So that's a big deal here. The real test is going to come as we get to these warmer months and do the Saudis ramp up production to meet their internal demand. On the surface, it will look like Saudi production is spiking. These are the easy days to comply with the deal. But the hard days are

Apr 07 2017 - Iran

People are nervous ahead of the weekend. If you have Iran and Russia in the mix, a significant amount of oil hangs in the balance in that

Apr 03 2017 - Oil

It's kind of a one-two punch. [In April], we're going to see U.S. domestic production from the shale players rise by 100,000 barrels. That's going to hurt. Saudis are not going to want to lose market

Mar 30 2017 - Oil

May [futures] pared its discount to June by 60 cents, indicating expectations for tighter physical market

Mar 29 2017 - OPEC

It should be somewhat supportive of [U.S. oil prices] in the short run, particularly if the exports keep up. But it obviously is a challenge for the global market and a renewed threat to OPEC and their designs of keeping prices up. Certainly if it keeps up at this pace, you would think it would help the balance. But we were up again in the lower 48 states in terms of

Mar 29 2017 - OPEC

This is looking like a complete backfiring on OPEC and what they were trying to

Mar 28 2017 - Oil

Those projects have an

Mar 27 2017 - Oil

This pipeline will just make it easier for that oil to not only get to our market but to the global market, improving supply. So keeping a lid on prices is the bottom

Mar 24 2017 - OPEC

All this additional crude oil should keep our input costs lower, which will make our refined products even more

Mar 15 2017

It was a supportive report, due to the large drawdown in refined product inventories. The crude drawdown was small, and was impacted by a drop in imports. The import levels continue to fluctuate in a wide-range

Mar 14 2017 - OPEC

That OPEC report was a bit of a shock with the Saudis self-reporting a 10 million barrel a day production number. The secondary sources had them producing under 10 million. The market reacted badly to that and the acknowledgement that global inventories were rising. The headline acknowledgement and prices sold off ... I think they're going to engineer another prices collapse, they've got to do more than that. It's got to be in everybody's face. I think the real wake-up call is when you break $

Mar 10 2017

The long speculators just bailed out left and right, and the technicals look

Mar 09 2017 - OPEC

Everybody was focusing on long speculatives' interest in this market – [there was] also one of the biggest short commercial positions in this market because [drillers] have all taken advantage of the rise above $50 to lock in their cash flows going

Mar 09 2017 - OPEC

Now the OPEC and the non-OPEC adherents to the deal that was cut have a big problem on their hands because these guys aren't going away as quickly this

Mar 08 2017 - OPEC

It was the same set up as 2014, speculators were long, and commercial interests were

Mar 07 2017 - OPEC

Obviously, it's bearish. They're going to have to show considerable production constraint having that spare capacity. That's the kind of capacity historically only the Saudis have

Mar 03 2017 - Saudi Arabia

Saudi Arabia is the key to the market right now. They have cut more than their commitment under the deal, carrying the load that is driving the high compliance rate. If [the Sauids] waver on IPO'ing Aramco or see a real loss of market share, they could decide to produce full-out, again in

Feb 24 2017 - OPEC

With those two together, the U.S. is becoming an export

Feb 23 2017 - Oil

We are an oil nation now. We are a petroleum state. You have to see how far down our shale producers can drive down their costs. It's hard to see them competitive with the likes of Saudi Arabia, but they are competitive with some other

Feb 23 2017 - OPEC

The pressure on prices is going to stay in place and ultimately break us out of this range to the downside. I'm not sure the Saudis don't throw it down … but history says the shale guys will cut

Feb 23 2017 - OPEC

OPEC is definitely looking over its shoulder at these rising numbers of exports, and it's undermining their efforts on a daily basis. Some of it's going to Asia. China is one of the more unusual buyers in there. The shale guys are filling the gap of the very cuts that were put in place by the

Feb 23 2017 - OPEC

It looks like compliance is going to be well below 80 percent. Exports are on the upswing. We're seeing the tanker

Feb 21 2017

Whatever strength was left in this market got destroyed by the this weather pattern. Just two weeks ago, some of the models were showing a possibly cold March, and that's

Feb 16 2017

The positive spin today is the growing exports, and there's a higher level of natural gas usage intensity. They [utilities] really shifted away from coal in a big way ... that's showing up in the base load demand for natural gas, and thermal coal shipments are

Feb 16 2017

I'm looking for it in the short-term to get back down to $2.60 depending on how things look. I'm tempted to get long down there. I do think when the summer heat comes, it will be intense enough to get us back on the upside above $3, $

Feb 15 2017 - OPEC

We're seeing cargos go out to Asia more and more. We've been waiting for this to happen. We'll see how it goes. We're going to face competition. It's incredible that we were able to put 9.5 million barrels into storage last week, while exporting a million barrels a

Feb 14 2017 - OPEC

If [prices are] slipping, there's a great incentive to continue to stabilize the

Feb 08 2017

Gasoline was what was leading us down. The demand seems to have normalized, . The glut is still there. It's going to take some time to work through, but a super glut was priced in and it doesn't look like we're going to get

Feb 08 2017 - OPEC

Oil is under tremendous pressure now. It's below the major moving averages and we're going into the shoulder demand

Feb 01 2017 - U.S. National Security Adviser

As soon as those comments hit the wires, you saw a bit of a rally in crude

Feb 01 2017 - OPEC

Something else that jumps off the page is how much gasoline demand is down. We're down 5.7 percent from the same period last year. Sometimes it says something about the

Jan 25 2017

The report was bearish across-the-board, with the building inventories and lackluster demand. But with Dow 20k and the rampant reflation trade, the losses couldn't hold. It is a case of no asset class left

Jan 13 2017 - OPEC

There's still real questions about the OPEC/non-OPEC deal. It's only getting about 60 percent of compliance. That's what the observations are to date, based on shipping and other

Dec 30 2016

They'll ramp up productive capacity. It's going to be a very up-and-down

Dec 30 2016 - OPEC

We're the bread basket and the refiner to the world. There's wild cards out there. Does the OPEC production deal hold together? Do the frackers come back in a big way? This is a tough year to call. In my opinion, it's the hardest one to call in a while because of all the policy uncertainty. The only thing that's supportive is we don't have an aggressive Saudi posture any longer. That's a big

Dec 30 2016 - Venezuela

Part of the national average is being driven higher by the New Jersey gas tax and other taxes that will kick in starting New Year's. It has the potential, given all the exports. That's been the change, especially the sales to Mexico. What's going to happen to Venezuela is anybody's guess and they have refinery capacity that would be a problem if it's lost for any period of

Dec 29 2016 - OPEC

The boat is loaded to one side in the market right now. Shorts have covered. People have piled in from the long side, waiting for these cutbacks to come through. If they don't, there's going to be big punishment in this market. That's the real demand center. That's the swing place, and I still see issues

Dec 29 2016 - OPEC

You saw a big increase in their crude oil demand to feed those refineries. The problem is that they just turned that all right around and exported the refined product to the global market, particularly out in

Dec 14 2016 - OPEC

This is exactly what several of them had been worried about. This deal gave new life to the shale industry. OPEC's going to have its hands full with them for a

Dec 09 2016 - OPEC

If there's enough meat in the profit margin, they're going to send it no matter what the spread

Dec 09 2016 - OPEC

With these cuts, it's a big opening for more U.S. oil to go out that

Dec 07 2016

The report was bearish despite the overall crude oil drawdown. Refined product inventories rose by a substantial amount, due to elevated refining activity, back above 90 percent utilization, and lowered demand, especially for

Dec 02 2016 - OPEC

It's not the old oil market. There's just a lot of flexibility, a lot of moving parts to it. It's going to be

Dec 02 2016 - OPEC

In the bond market, they say don't fight the Fed. In the oil market, you have to remember not to fight the

Dec 02 2016 - OPEC

We came to refer to it as verbal

Nov 30 2016

The Saudis really pulled off a victory for themselves ... I think that the most recent selloff in crude oil scared them all into this. I think they saw what lay ahead if they didn't do

Nov 29 2016

They're like a dysfunctional family. They tried to cover up their discord as long as they

Nov 29 2016

This is the make or break moment for oil prices, certainly over the course of the next 12 months. If they pull off a deal obviously, we'll go appreciably higher and that could help revive U.S. shale production and other things. If they don't, and the Saudis take a harsh stand, the oil patch is going to be in for some harsh sledding here, at least into the spring of next year. This is momentous. This could be good for $20 either

Nov 28 2016

The price is going to crater. I think the Saudis are trying to position themselves for a failed meeting with this talk that the market will re-balance anyway. I think what they would say is they're going to revisit it in the spring after northern hemisphere winter peak demand period … If there's failure to come together, I think there's going to be a punishing outcome for some

Nov 28 2016 - Sanctions

I think it's a reason for Iran in particular, not to do a deal. If they are expecting a revision of the nuclear deal, a re-tightening of the sanctions or even just unilaterally, it's going to make life difficult for them again. You saw the talks break down. The Iranians were accusing the Saudis of reneging on some big promises. I assume they were reneging on Iran being exempt from the

Nov 28 2016 - Iraq

Part of the game plan here for the Saudis is to bring everybody to their knees and have them crawl back to the bargaining table. It looks like (Iraq) might have buckled. We'll have to see the real thing; with Iraq is the math is fuzzy. What might be a cut for them might not be a cut in anyone else's

Nov 23 2016

Their desperation front and center, and to a degree, the Iranians are actually using this potentially to undermine the kingdom even

Nov 23 2016

There's just no way the Iranians are going to agree to this. I think they see a horizon, potentially, where their oil production and exports get disrupted again by the new Trump administration, … so why would they agree to any sort of cut at all right now?feedback

Nov 23 2016

The outlier, worst case scenario for oil producers is if … the Saudis get their patience completely tried and blown and they go to a production level that is even higher than it is

Nov 22 2016

This price crash has really changed the landscape in so many

Nov 18 2016

I think the market is going to see right through this deal. It's not going to be good for them. They'll be scrambling

Nov 02 2016

It means there's no deal. Everybody's racing to produce as much as they can. The battle for market share persists and the glut's going to be with us for a

Nov 02 2016

There's obviously another leg lower. It found some support for the moment, but we're down over 10 percent from the

Nov 02 2016 - OPEC

This is the wake up call for

Nov 02 2016

You have a very visible double top on the chart. The high from June of $52, and the high of last month of $

Nov 02 2016

I think the market is in the process of calling (OPEC's) bluff, and you'll see these prices lower and lower into the meeting, forcing them or daring them into doing

Oct 26 2016

We've been below trend for a

Oct 26 2016

I expect it to correct back. I don't expect that to persist particularly as our refineries start to come out of maintenance as they've already started

Oct 25 2016

I was expecting 2.4 million. It looks like imports rebounded by a good

Oct 25 2016

At some point you had to expect the market to call them out on what they're doing or not doing. Their deeds again just don't match their words, almost to a member. At some point, the rhetoric game gets played

Oct 20 2016

Refinery run rates are just too low not to see substantial crude

Oct 19 2016

The report was bullish, due to the large drop in crude oil inventories, caused by a significant drop in imports that came in below 7 million barrels per

Oct 13 2016

The decline in distillate fuels, of late, are starting to add up, and further drawdowns are likely as a result of the depressed refinery run rate. We remain a long way from supplies getting tight, but it is a trend worth

Oct 11 2016

You're seeing more product exports from the likes of China, and so really, the products side of the situation is still fairly

Oct 11 2016

It looks like there's more demand out of China, but the problem is the crude is basically making a round trip. That kind of demand rings hollow to

Oct 11 2016

It's mildly supportive at best, but it's a drop in the bucket though. That's the

Oct 07 2016

I don't think we'll see new

Oct 06 2016

It makes me think they're not serious about any cutback

Oct 06 2016

It does fly in the face of the agreement. It's just another thing that belies the agreement and the prices we're at right

Sep 29 2016

The $45 level was starting to bring them back. They're driving down costs all the way through the production

Sep 29 2016

OPEC's track record on adhering to production cuts to quotas is ridiculously poor … if not nonexistent. You can't believe they're going to come through on this one

Sep 29 2016

The Iranians see an opportunity to squeeze the Saudis, the way the Saudis saw an opportunity to squeeze the Iranians back in

Sep 28 2016

The big takeaway is how into a corner the Saudis have backed themselves. This whole plan has backfired on them. They're going to be bearing most of the cutback if they pull it off, and they've had to really kowtow to the Iranians in this whole

Sep 28 2016

The report is bullish given the crude oil and distillate category inventory declines. The low imports continue to drag down overall crude inventories, defying expectations of a strong

Sep 27 2016

They may try to string us along one more time until

Sep 23 2016 - Iran

Iran will never agree to that, and the Russians are skeptical. It's falling apart right before our

Sep 21 2016

The Colonial pipeline mess is evident in the gasoline data, which showed supplies stranded in the Gulf and drawn down in the East. We will have to see if the trends normalize next

Sep 19 2016

What's happening is it's backing up in the Gulf Coast, in Louisiana, Texas. They'll start shipping this aggressively ... it'll ultimately balance out. You just look at the balance sheet and see we're just terrifically oversupplied at multiyear

Sep 16 2016

It was a small leak, it should be really transitory. It was 6,000 barrels but they said they can't figure it out

Sep 14 2016

It's the autumn of consumers'

Sep 14 2016

The October to December spread can be 10 to 15 cents

Sep 14 2016 - Oil

Next week's report will be telling, whether last week's lost barrels finally show up in the petroleum balance

Sep 08 2016

That looks to be disrupted by the storms as

Sep 08 2016

This is an aberrant report of the first order. I think the East Coast shipments were probably affected by Gaston earlier. There was also a barge that got sunk in the Houston Ship Channel. That also affected the ability of ships to move in and out of the

Sep 08 2016

The gasoline drawdown added to the bullish nature of the report. Demand for gasoline remains strong as well, well after the supposed peak driving

Sep 07 2016 - OPEC

The market continues to be reactive to the claims of cooperation of OPEC and Russia, giving them tremendous benefit of the doubt on their talk of potential

Sep 06 2016

There's a fear they could come together. These low prices are pushing this disparate group into each other's

Sep 06 2016

The line in the sand for the Saudis seems to be $

Sep 06 2016

I think that's where this thing ends badly for them. The shoulder (maintenance) season will be at its height right about

Sep 06 2016

They've had some success talking the market up so they'll stay at it. There's enough people believing that for now, that there's a

Sep 06 2016

I think it ultimately fails but certainly their rhetoric is good enough to keep above that

Aug 26 2016

Rigs are going to continue to

Aug 24 2016

If oil's low, there's a chance they may forge an agreement, but it won't be worth the paper it's written

Aug 19 2016

These elevated prices may last a bit just because the market has given so much reward to the rhetoric right

Aug 19 2016

For me, if the rally fails at any point between here and $52, we could go all the way back down to $40, if not $38. My thesis is the next washout is the one that gets these market producers to modify their

Aug 11 2016

The last go-around, I was utterly convinced the meeting would end in failure. This time I'm not. I think you have to be more cautious on this one, with these Saudi statements and the Iranians closer to full

Aug 10 2016

There's some key technical numbers right around $35, and I think that's what we're going to consider before we can have a more constructive

Aug 09 2016

That could be the low point of an oil price decline. The rebound we're seeing right now is a function of the record short position that got built up in this

Aug 09 2016

The market has richly rewarded this rhetoric, and you can't argue

Aug 09 2016 - Iran

There may be a little bit more to it this time. I'm still very skeptical, but it's just with Iran being where they are production-wise, they'll be more inclined to eventually go along with a

Aug 08 2016 - Iran

The IPO is definitely a consideration. This next trip down (in price) could push them back into each other's arms. So much of this is a joke. If they strike a freeze at these levels, we're at record (production levels). Saudi is at 10.5 million. Iran is coming back and if the hike is U.S. rig counts keep coming, it's more of the

Aug 04 2016

The bandwagon trade just two months ago was that we will hit $60, but now $35 is looking like more of a

Aug 01 2016

There was a thought the strong gasoline demand would drain the swamp but it hasn't. I think we're going to ultimately head down to at least $

Jul 20 2016

While in line with expectations, the drawdown is large enough to provide support, and refiner demand for crude remains

Jul 13 2016

We were on a beautiful trajectory, until we topped out at $52. There's sort of a double top on the chart. You need to power through that to make the next run to $60. It did fail

Jul 13 2016

There was real optimism and hope. It was arrested judgement that this market was getting into balance. It's not right now. Next year it may be better but now it's not and we have a big glut to work off

Jul 08 2016

There seems to be a natural limit on the price, because these companies are scrambling to generate cash. So the first chance they can to make a dollar or two per barrel, they're going to do

Jun 29 2016

The report is bullish with the large crude oil inventory decrease of over 4 million barrels. The stepped-up demand by refiners and a plunge in imports helped create the

Jun 13 2016

The battering you've seen the Asian markets take overnight is central to undermining the recent rally that we've

Jun 09 2016

It's going to be a big deal. If there's a jump of double digits, it's going to be significant. Anecdotal reports show there's some activity in the Permian Basin, in particular, where the breakevens are about $

Jun 08 2016

This chart defies my own

May 16 2016

It's pretty clear from today's meeting that the Saudis don't want a cut and there's not going to be

May 05 2016

The Canadian blaze, horrific as it is, is far south of the real producing fields to cause real lasting damage to production there. The Libyan barrels weren't really on the market

Apr 19 2016 - Kuwait

The Kuwait strike in particular is a major factor. It was a bolt out of the blue in terms of how much oil came off the market so quickly. Usually these things have a ramp down period but this seems to be able to flick a switch...It's supportive for the market for

Apr 16 2016 - Qatar

As far as Saudi finances, they have plenty of room to tap the global credit markets and even sell a stake in portions of

Apr 16 2016 - Qatar

I think it's negative. I think the market has rewarded them richly for action and inaction will be

Apr 12 2016

I think there's a lot invested now in a successful conclusion to this meeting so it would seem real easy to disappoint come

Apr 12 2016 - Qatar

The market seized upon it and it was seen as bullish. As we inch closer to a deal, if there is one, it's obviously bullish for the market. I remain skeptical,

Apr 11 2016

This could be the mother of all buy-the-rumor,

Mar 22 2016

It's a remarkable crude build reported by the API, which will definitely create some worry in tomorrow's trade for oil

Feb 29 2016

If there's some bullish outlook for demand or the economy, they will try to get ahead of the curve and increase production even

Jan 28 2016

It's a Russian inspired

Jan 26 2016

This is a mega build As a result of refinery maintenance season. There can only be more weeks like this ahead. Inventories will only getlarger from here. We're going to see more

Jan 25 2016

They're definitely feeling it. But I guess they figure it's worth it in the long

Jan 15 2016

I don't know when that's going to dawn on them, but it's going to be lower from here. It seems pretty

Jan 12 2016

Whatever the number is, the logic behind it is the market has to reach a shocking level for oil producers of all (types) to

Jan 12 2016

The Arch Coal bankruptcy reminds me that 0 is the ultimate number for these

Jan 09 2016

It's the second time we had a piercing low. I think it could be in the $20s next

Jan 06 2016

People were confused by some of the reporting around the Saudi-Iran row, but I think it's clear now that it's an intense throw down over market

Jan 06 2016

It's the biggest increase in gasoline supply since 1993. Gasoline prices are going to

Jan 06 2016

Gasoline was the sole source of strength within the complex, and that looks to have

Jan 04 2016 - OPEC

OPEC maybe as we know it is over because these two are not going to be coming together any time soon on modifying or moderating

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