Det går fort, i følge CNN tok Iran over en annen oljetanker
I følge CNN tok Iran over en annet oljetanker, Skipet heter MV Mesdar.
Ser vi oljen over 70 om kort tid?
MV Mesdar
Gross Tonnage: 160295
Deadweight: 315802 t
Length Overall x Breadth Extreme: 333m × 60m
Read more at http://www.marinetraffic.com/en/ais/details/ships/shipid:754161/mmsi:636013579/imo:9452672/vessel:MESDAR#2Jw8AIrvDfwHosVH.99
https://www.marinetraffic.com/en/ais/details/ships/shipid:754161/mmsi:636013579/imo:9452672/vessel:MESDAR
Redigert 20.01.2021 kl 06:00
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SomSa
17.08.2019 kl 23:36
1061
Aug. 17, 2019
Yemen rebel drone attack targets remote Saudi oil field
The attack on the Shaybah oil field, which produces some 1 million barrels of crude oil a day near the kingdom's border with the United Arab Emirates, again shows the reach of the Houthis' drone program.
A satellite image obtained by The Associated Press showed black smoke rising just west of the natural gas facility that wasn't seen in images from prior days.
https://news.yahoo.com/fire-saudi-oil-field-yemen-123355276.html
Denne ordren er oversendt til Us Marshall, og således kan den kun effektueres i farvannet til USA. I praksis betyr det at fartøyet ikke får anløpe USA sine havner.
Ellers jobbes det med sanksjoner mot eiere og mannskap på skip som bryter blokkaden.
Ellers jobbes det med sanksjoner mot eiere og mannskap på skip som bryter blokkaden.
Over most months in this year, crude inventories have lagged the trend in the 5-year average with only a brief period (April and May) outperforming the average. What this means is that when you strip out the seasonal effects in crude markets (turnarounds, driving season), we have seen OPEC’s constrained imports leading to stock levels which have either fallen during periods in which stocks tend to rise or risen at a slower price than the typical rise over that time frame. This indicates ongoing underlying bullishness for crude oil and it is the primary reason why I believe that backwardation will continue in the curve and crude oil will begin to rally again very soon.
𝐈𝐭’𝐬 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐛𝐮𝐲 𝐜𝐫𝐮𝐝𝐞 𝐨𝐢𝐥.
https://seekingalpha.com/article/4286400-miss-crude-trade
𝐈𝐭’𝐬 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐛𝐮𝐲 𝐜𝐫𝐮𝐝𝐞 𝐨𝐢𝐥.
https://seekingalpha.com/article/4286400-miss-crude-trade
Kina avdekker rate reform for å styre finansieringskostnadene lavere for firmaer.
Kinesisk sentralbank avduker reform av LPR-dannelsesmekanismen.
Kina publiserer ny rentesats fra 20. august.
Reform kan sees på som en styrt rentekutt sier analytikere.
Kinas sentralbank avduket lørdag en nøkkelrentereform for å bidra til å styre låneutgiftene lavere for selskaper og støtte en avtakende økonomi som har blitt såret av en handelskrig med USA.
https://www.cnbc.com/2019/08/17/pboc-unveils-rate-reform-to-lower-borrowing-cost-for--chinese-firms.html
Dette vil trigge oljeprisen 👌👌👌
Kinesisk sentralbank avduker reform av LPR-dannelsesmekanismen.
Kina publiserer ny rentesats fra 20. august.
Reform kan sees på som en styrt rentekutt sier analytikere.
Kinas sentralbank avduket lørdag en nøkkelrentereform for å bidra til å styre låneutgiftene lavere for selskaper og støtte en avtakende økonomi som har blitt såret av en handelskrig med USA.
https://www.cnbc.com/2019/08/17/pboc-unveils-rate-reform-to-lower-borrowing-cost-for--chinese-firms.html
Dette vil trigge oljeprisen 👌👌👌
Redigert 17.08.2019 kl 14:05
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Barthoma
17.08.2019 kl 10:16
3715
USA har sendt ut arrestordre på iransk tankskip
Det strammer seg til... Lite populært hos Iran dette
https://e24.no/makro-og-politikk/iran/usa-har-sendt-ut-arrestordre-paa-iransk-tankskip/24677830
Det strammer seg til... Lite populært hos Iran dette
https://e24.no/makro-og-politikk/iran/usa-har-sendt-ut-arrestordre-paa-iransk-tankskip/24677830
SomSa
15.08.2019 kl 09:39
3821
Gibraltar vil slippe iransk tanker torsdag
https://e24.no/makro-og-politikk/iran/avis-gibraltar-vil-slippe-iransk-tanker-torsdag/24676633
Det ser sånn ut at UAE forlater alliansen med Saudi og USA:
Rivals Iran and UAE to hold maritime security talks
https://www.reuters.com/article/us-mideast-iran-emirates/rivals-iran-and-uae-to-hold-maritime-security-talks-idUSKCN1UP184
UAE og Saudi alliansen går mot oppløsning og de har begynt å angripe hverandre i Jemen:
SAUDI ARABIA AND UAE ARE AT WAR WITH THEMSELVES IN YEMEN
https://www.newsweek.com/saudi-uae-war-themselves-yemen-1453371
Defying U.S. Sanctions, China and Others Take Oil From 12 Iranian Tankers
https://www.nytimes.com/interactive/2019/08/03/world/middleeast/us-iran-sanctions-ships.html
Iran Using Malaysia To Sidestep U.S. Sanctions On Oil Exports
https://en.radiofarda.com/a/iran-using-malaysia-to-sidestep-u-s-sanctions-on-oil-exports/30027060.html
Redigert 15.08.2019 kl 10:22
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Nå er smeller det snart der nede..
Nanoq
08.08.2019 kl 12:40
4053
Og Russland har - etter avtale med Iran - planer om å sende både krigsskip, militærfly og U-båter til Iran og Hormuz
Russia Gains Stranglehold Over Persian Gulf
By Simon Watkins - Aug 04, 2019
In a potentially catastrophic escalation of tensions in the Persian Gulf, Russia plans to use Iran’s ports in Bandar-e-Bushehr and Chabahar as forward military bases for warships and nuclear submarines, guarded by hundreds of Special Forces troops under the guise of ‘military advisers’, and an airbase near Bandar-e-Bushehr as a hub for 35 Sukhoi Su-57 fighter planes OilPrice.com has exclusively been told by senior sources close to the Iranian regime.
https://oilprice.com/Energy/Energy-General/Russia-Gains-Stranglehold-Over-Persian-Gulf.html
Russia Gains Stranglehold Over Persian Gulf
By Simon Watkins - Aug 04, 2019
In a potentially catastrophic escalation of tensions in the Persian Gulf, Russia plans to use Iran’s ports in Bandar-e-Bushehr and Chabahar as forward military bases for warships and nuclear submarines, guarded by hundreds of Special Forces troops under the guise of ‘military advisers’, and an airbase near Bandar-e-Bushehr as a hub for 35 Sukhoi Su-57 fighter planes OilPrice.com has exclusively been told by senior sources close to the Iranian regime.
https://oilprice.com/Energy/Energy-General/Russia-Gains-Stranglehold-Over-Persian-Gulf.html
SomSa
08.08.2019 kl 09:27
4145
August 7, 2019
US government warns of Iranian threats to commercial shipping, including GPS interference
The official said that Iran had placed the jammers at that location in an attempt to disrupt civilian aircraft and ship navigation systems, hoping ships or planes will mistakenly wander into Iranian waters or airspace while their GPS systems were not functioning properly, giving Iranian forces the pretext needed to seize them.
https://edition.cnn.com/2019/08/07/politics/us-warns-of-iranian-threats-to-shipping/index.html
July 22, 2019
Russia Is Jamming the Air Force's F-35s and F-22s near Iran
https://nationalinterest.org/blog/buzz/russia-jamming-air-forces-f-35s-and-f-22s-near-iran-68512
SomSa
05.08.2019 kl 12:50
4271
Oil prices could crash by $30 if China buys Iranian crude: BofA
https://www.cnbc.com/2019/08/05/brent-and-wti-price-could-crash-if-china-buys-iranian-oil.html
Med handelskrigen, lavere eksport fra Kina og at kinesere er verdens største importør av olje kan de tjene enorme summer med lavere oljepriser.
SomSa
04.08.2019 kl 13:33
4553
Disse er små oljetankere som smugler bensin, olje og drivstoff fra Iran. Små båt leverer sine drivstoff til disse tankere og når de har samlet nok begynner de å frakte ut av Persiabukta. Iransk valuta har falt kraftig mens drivstoffprisene har steget lite i landet. Fra før var drivstoffprisene mye lavere enn sine naboland og omverden. Det er meget lukrativ vare å smugle fra Iran. For 1 krone kan en smugler tjene 4-20 ganger mer.
Tidligere har eierne fra en annen beslaglagt oljetanker har bekreftet at de smuglet olje. Det er fantastisk at Norske og utenlandske media meldte om Iran hadde arrestert en oljetanker og snart blir krig, men de unngikk å fortelle at Iran hadde rett og oljetankeren smuglet olje.
21 July 2019
Panama Confirms Tanker Seized by Iran Was Smuggling Oil
https://www.telesurenglish.net/news/Panama-Confirms-Tanker-Seized-by-Iran-Was-Smuggling-Oil-20190721-0011.html
Her vises hvordan pakistanere smugler olje fra Iran med sine morosykler, esler og bli
https://www.youtube.com/watch?v=jwLNSG_Yri8
-------------
AUGUST 4
Iran seizes foreign oil tanker smuggling fuel in Gulf: state media
DUBAI (Reuters) - Iranian forces seized a foreign oil tanker in the Gulf that was smuggling fuel to Arab states and has detained seven crewmen, Iran’s state media reported on Sunday.... It was carrying 700,000 liters of fuel,
https://www.reuters.com/article/us-mideast-iran-tanker/iran-seizes-a-foreign-oil-tanker-in-gulf-smuggling-fuel-to-some-arab-states-tv-idUSKCN1UU08Y
Tidligere har eierne fra en annen beslaglagt oljetanker har bekreftet at de smuglet olje. Det er fantastisk at Norske og utenlandske media meldte om Iran hadde arrestert en oljetanker og snart blir krig, men de unngikk å fortelle at Iran hadde rett og oljetankeren smuglet olje.
21 July 2019
Panama Confirms Tanker Seized by Iran Was Smuggling Oil
https://www.telesurenglish.net/news/Panama-Confirms-Tanker-Seized-by-Iran-Was-Smuggling-Oil-20190721-0011.html
Her vises hvordan pakistanere smugler olje fra Iran med sine morosykler, esler og bli
https://www.youtube.com/watch?v=jwLNSG_Yri8
-------------
AUGUST 4
Iran seizes foreign oil tanker smuggling fuel in Gulf: state media
DUBAI (Reuters) - Iranian forces seized a foreign oil tanker in the Gulf that was smuggling fuel to Arab states and has detained seven crewmen, Iran’s state media reported on Sunday.... It was carrying 700,000 liters of fuel,
https://www.reuters.com/article/us-mideast-iran-tanker/iran-seizes-a-foreign-oil-tanker-in-gulf-smuggling-fuel-to-some-arab-states-tv-idUSKCN1UU08Y
Redigert 04.08.2019 kl 14:47
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Er nok en lokal smugler når det er knappe 5000 fat. Men det en "foreign oil tanker" likevel...
Redigert 04.08.2019 kl 11:54
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fattigstakkar
04.08.2019 kl 11:23
4765
Dette eskalerer. Spent på hvordan oljeprisen vil reagere på dette når det åpner i natt. Særlig Brent virker kunstig presset ned nå. Jeg kjøpte en del på duppen rett før stengnig på fredag.
https://www.independent.co.uk/news/world/middle-east/iran-tanker-seizure-oil-gulf-strait-middle-east-latest-a9038526.html
https://www.independent.co.uk/news/world/middle-east/iran-tanker-seizure-oil-gulf-strait-middle-east-latest-a9038526.html
China’s oil demand will increase further and peak around 2030, Liu said. However, it will be difficult for China’s domestic production to increase significantly, meaning China’s dependence on imported oil is very likely to increase further in the future, he said. 👀
https://www.caixinglobal.com/2019-08-03/chinas-crude-oil-imports-from-saudi-arabia-surged-in-first-half-of-2019-101447166.html
China’s crude oil imports from Saudi Arabia surged in the first half of the year, official data show, while imports from the U.S. plummeted amid ongoing Sino-U.S. trade tensions.
China imported 2.12 million metric tons of crude oil from the U.S. in the first six months of this year, down 76.2% from a year earlier, according to data from China’s General Administration of Customs, on the concerns that the Chinese government would impose tariff on the U.S. oil imports in retaliation for U.S. trade tariffs on Chinese goods.
Oil inflows from Saudi Arabia, on the other hand, hit 37.8 million metric tons in the first half of 2019, up 38.5% year-on-year, making the desert kingdom the largest source of China’s crude oil imports, the customs data show.
https://www.caixinglobal.com/2019-08-03/chinas-crude-oil-imports-from-saudi-arabia-surged-in-first-half-of-2019-101447166.html
China’s crude oil imports from Saudi Arabia surged in the first half of the year, official data show, while imports from the U.S. plummeted amid ongoing Sino-U.S. trade tensions.
China imported 2.12 million metric tons of crude oil from the U.S. in the first six months of this year, down 76.2% from a year earlier, according to data from China’s General Administration of Customs, on the concerns that the Chinese government would impose tariff on the U.S. oil imports in retaliation for U.S. trade tariffs on Chinese goods.
Oil inflows from Saudi Arabia, on the other hand, hit 37.8 million metric tons in the first half of 2019, up 38.5% year-on-year, making the desert kingdom the largest source of China’s crude oil imports, the customs data show.
Barthoma
01.08.2019 kl 13:59
5053
Bør Oljen kunne klatre 20-30?% på meget kort tid når engelskmennene kommer på plass, ? Liker ikke tanken på krig i bukta, men spenningen er dessverre tilstede, og lite hyggelig.
Redigert 01.08.2019 kl 14:00
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The American Petroleum Institute said Tuesday that U.S. oil inventories fell by 6.024 million barrels last week, according to sources and news reports. The trade group also reportedly saw gasoline stocks fall 3.135 million barrels, while inventories of distillates were down 890,000 barrels. Oil stocks at Cushing, Oklahoma, the delivery hub for New York Mercantile Exchange futures, were reportedly down 1.449 million barrels. The Energy Information Administration’s more closely watched weekly inventory report is due Wednesday at 10 a.m. Eastern. Analysts surveyed by The Wall Street Journal, on average, look for crude inventories to fall 2.1 million barrels, while gasoline stocks were expected to decline 1.8 million barrels and distillates were forecast to rise by 700,000 barrels.
Barthoma
30.07.2019 kl 20:22
5456
Samme omtale som innlegg høyere opp, dette begynner bli små skummelt,,
https://oilprice.com/Latest-Energy-News/World-News/Iran-Russia-Plan-Joint-Military-Drills-In-Strait-Of-Hormuz.html
Russland stiller seg bak IRAN, mens Donald prøver «kverke» Iran,
???
https://oilprice.com/Latest-Energy-News/World-News/Iran-Russia-Plan-Joint-Military-Drills-In-Strait-Of-Hormuz.html
Russland stiller seg bak IRAN, mens Donald prøver «kverke» Iran,
???
Jonky
29.07.2019 kl 22:50
5674
Usa har gjort en avtale med Saudi på å holde pris i dette området kan hende. Hvor lenge?
SomSa
29.07.2019 kl 21:56
5755
Storbritannia sender et av verdens mest avanserte krigsskip til Hormuzstredet
https://www.abcnyheter.no/nyheter/verden/2019/07/29/195597801/storbritannia-sender-et-av-verdens-mest-avanserte-krigsskip-til-hormuzstredet
Iranian Navy Commander Rear Admiral Hossein Khanzadi says Iran and Russia have agreed to conduct joint naval drills in the Persian Gulf region “in the near future.”
https://www.presstv.com/Detail/2019/07/29/602186/Iran-Hossein-Khanzadi-Russia-joint-naval-drills
danm
25.07.2019 kl 08:52
5917
Hvordan kan et fald i lagrene på 11 mio. tønder og et fald i produktionen på 700k, efter et fald i sidste uge på 400k. give et fald i olieprisen? Vækstprognosen for verdensøkonomien er under pres, men det har den været længe, så hvorfor skal det overtrumfe et så markant fald i både lager og produktion? Der må være nogle, der kan tjene penge på at holde prisen nede i første omgang. Et så markant fald vil dog give en højere oliepris og det vil vi formodentlig se i dag.
danm
24.07.2019 kl 21:21
6059
Det undrer mig mere, at man ikke omtaler et produktionsfald på 1,1 mio. tønder pr. dag på 2 uger. Vi er gået fra 12.4 til 11,3 mio. At det ikke får omtale, er mig en gåde.
Oil prices rise as sources say API data show an 11 million-barrel drop in U.S. crude stocks
Published: July 23, 2019 4:41 p.m. ET
The American Petroleum Institute reported late Tuesday that U.S. crude supplies dropped by 11 million barrels for the week ended July 19, according to sources. The API also reportedly showed a stockpile climb of 4.4 million barrels in gasoline, while distillate supplies rose by 1.4 million barrels. Inventory data from the Energy Information Administration will be released Wednesday. The EIA data are expected to show crude inventories fell by 4.4 million barrels last week, according to a survey of analysts conducted by S&P Global Platts. The survey also forecast a weekly supply decline of 1.1 million barrels for gasoline, but distillate stockpiles are expected to climb by 1.7 million barrels.
https://www.marketwatch.com/story/oil-prices-rise-as-sources-say-api-data-show-an-11-million-barrel-drop-in-us-crude-stocks-2019-07-23?mod=hp_investing
Oljeprisen vil gå 1.5-2$ i morgen på dette.
Published: July 23, 2019 4:41 p.m. ET
The American Petroleum Institute reported late Tuesday that U.S. crude supplies dropped by 11 million barrels for the week ended July 19, according to sources. The API also reportedly showed a stockpile climb of 4.4 million barrels in gasoline, while distillate supplies rose by 1.4 million barrels. Inventory data from the Energy Information Administration will be released Wednesday. The EIA data are expected to show crude inventories fell by 4.4 million barrels last week, according to a survey of analysts conducted by S&P Global Platts. The survey also forecast a weekly supply decline of 1.1 million barrels for gasoline, but distillate stockpiles are expected to climb by 1.7 million barrels.
https://www.marketwatch.com/story/oil-prices-rise-as-sources-say-api-data-show-an-11-million-barrel-drop-in-us-crude-stocks-2019-07-23?mod=hp_investing
Oljeprisen vil gå 1.5-2$ i morgen på dette.
Goldman Sachs oil price forecast for Q3 2019 bumped higher
Mon 22 Jul 2019 01:25:01 GMT Author: Eamonn Sheridan | Category: News
Analysts at the investment bank see a short term boost for prices into the third quarter of 2019.
Say there are transient risks to the upside
prior forecast of $66/barrel (Brent) raised to $74-$76
After Q3, Permian basin de-bottleneck should improve supply.
Looking for demand to improve:
A demand led move higher in the face of current high skepticism toward accelerating economic activity
volatility created by Iran-U.S. tensions
Nonetheless, the coming weeks may be the first window for this support to play out as the economic data calendar moves to its window of greater relevance and influences on risky assets, including oil.
Mon 22 Jul 2019 01:25:01 GMT Author: Eamonn Sheridan | Category: News
Analysts at the investment bank see a short term boost for prices into the third quarter of 2019.
Say there are transient risks to the upside
prior forecast of $66/barrel (Brent) raised to $74-$76
After Q3, Permian basin de-bottleneck should improve supply.
Looking for demand to improve:
A demand led move higher in the face of current high skepticism toward accelerating economic activity
volatility created by Iran-U.S. tensions
Nonetheless, the coming weeks may be the first window for this support to play out as the economic data calendar moves to its window of greater relevance and influences on risky assets, including oil.
https://www.forbes.com/sites/rrapier/2019/07/21/permian-basin-oil-production-growth-is-falling-fast/
But recently a number of reports have highlighted a slowdown in U.S. shale oil growth. In its most recent Drilling Productivity Report, each of the six regions tracked by the Energy Information Administration (EIA) -- Anadarko, Appalachia, Bakken, Eagle Ford, Haynesville, Niobrara, and Permian -- still showed a year-over-year increased in oil production.
However, if we look at the year-over-year gains over the past few years, there has been a noticeable slowdown in oil production growth. This slowdown is particularly pronounced in the Permian Basin. The most recent estimates in the Permian are that year-over-year production is growing today at just over half the level of a year ago. Production growth there has been in rapid decline since peaking a year ago.
But recently a number of reports have highlighted a slowdown in U.S. shale oil growth. In its most recent Drilling Productivity Report, each of the six regions tracked by the Energy Information Administration (EIA) -- Anadarko, Appalachia, Bakken, Eagle Ford, Haynesville, Niobrara, and Permian -- still showed a year-over-year increased in oil production.
However, if we look at the year-over-year gains over the past few years, there has been a noticeable slowdown in oil production growth. This slowdown is particularly pronounced in the Permian Basin. The most recent estimates in the Permian are that year-over-year production is growing today at just over half the level of a year ago. Production growth there has been in rapid decline since peaking a year ago.
SomSa
21.07.2019 kl 19:57
6866
Fredsplan fra Iran, støttes av Kina og senatorer Rand Paul er på banen:
Iran har kommet med en fredsplan og kinesere har støttet den. Atomavtalen skulle reforhandle i 2023 for å gjøre overvåkningen permanent. Iran sier at dette kan skje nå og Trump kan få sin sukkertøy. Rand Paul som flere ganger har kritisert Trump er utnevnt fra fyren til å forhandle med Iran. Han har mer realistisk bilde av hva kan reforhandles, om den iranske rakettforsvaret og maktforholdet mellom Iran og Saudi Arabia. Den iranske utenriksministeren har sagt at han hadde samtaler med flere amerikanske senatorer i New York.
Forslaget nevnes i dette intervjuet (PBS NewsHour )
https://www.youtube.com/watch?v=4f9SGOas2Tc
China calls on U.S. to respond to Iran's offer
https://www.youtube.com/watch?v=kiSO0T3R_6c
Rand Paul angles to become Trump's emissary to Iran
https://www.politico.com/story/2019/07/17/rand-paul-iran-talks-donald-trump-1418075
Iran FM met Rand Paul to feel out possible US-Iran talks
https://www.al-monitor.com/pulse/originals/2019/07/iran-zarif-meeting-rand-paul-possible-talks.html
Dersom konflikten blir løst er de største tapere blant annet Saudi Arabia og UK. Uansett vil UK ikke få en lukrativt handelsavtale med USA etter Brexit siden Trump vil tjene penger. Spanieler er også blitt forbanna på UK siden de hevder at Gibraltar tilhører dem og de skulle ikke aksjonert mot den iranske oljetankeren. Det spekuleres om at spanielene skal straffe UK ved å bruke sin vetorett under Brexit forhandlinger.
How Trump’s arch-hawk lured Britain into a dangerous trap to punish Iran
https://www.theguardian.com/world/2019/jul/20/britain-lured-into-deadly-trap-on-iran-by-trump-hawk-john-bolton
Roxane Farmanfarmian fra Combbirdge universitetet på nederlandske TV sier ( på engelsk) at UK beslaglagt den iranske oljetankeren for å blidgjøre USA pga av hva deres ambassadør hadde sagt om Trump og hans administrasjonen. Kapringen av The Grace 1 skjedde 4. juli da det var amerikanske nasjonal dag. John Bolton sa dette var den beste gave noen kunne gi. Det sies også at The Grace 1 skulle til Tyrkia og ikke Syria. UK har sagt at dersom Iran lover at oljetankeren ikke skal til Syria kan de løslate den. Iran kan ikke sende til Tyrkia, offisielt kjøper ikke Tyrkia olje fra Iran siden landet kan bli sanksjonert av USA.
Nieuwsuur 20-7-2019 | Iran conflict UK, politie cultuur, jaar 1969 maan
https://www.youtube.com/watch?v=K5HRcjvFmpU
Titleist
21.07.2019 kl 16:36
7040
Det korte svaret er vel at oljen faller om $ stiger.
Selv har jeg tro på olje mellom 55 og 80 $ neste 12 mnd
Selv har jeg tro på olje mellom 55 og 80 $ neste 12 mnd
Redigert 21.07.2019 kl 16:37
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AksjeNils
21.07.2019 kl 15:38
7107
Jeg skjønner det, Fine Greier. Men det var det motsatte Bullnisse skrev. Oljen skulle ned til 40 dollar - og grunnen var "pga dollar"...?!
Det er dette jeg ikke forstår. Altså hverken at oljeprisen skal ned eller begrunnelsen som Bullnisse oppgir.
Det er dette jeg ikke forstår. Altså hverken at oljeprisen skal ned eller begrunnelsen som Bullnisse oppgir.
Ved midnatt begynner handelen i Crude...
Ser på diskusjonsforum hos investing.com at det er sjelden høy temp....tydeligvis mange som har shortet.
Skulle oljen gå opp kan det liv ja.
Ser på diskusjonsforum hos investing.com at det er sjelden høy temp....tydeligvis mange som har shortet.
Skulle oljen gå opp kan det liv ja.
Rigger i drift,er på vei ned.
De er ulønnsomme
Blir hormuz stengt,blir det underdekning på olje.
Oljeprisen opp.
Om det drar ut i tid,vil landriggene i us,starte opp igjen pga høy oljepris,men sannsynligvis etter en konsolidering,der det vil bli et par store aktører som sitter igjen,de små konkes,eller kjøpes opp.
Personlig går jeg for akerbp,løftekost på 12usd/bbl,som skal ned til 8,om de får det til.
De er ulønnsomme
Blir hormuz stengt,blir det underdekning på olje.
Oljeprisen opp.
Om det drar ut i tid,vil landriggene i us,starte opp igjen pga høy oljepris,men sannsynligvis etter en konsolidering,der det vil bli et par store aktører som sitter igjen,de små konkes,eller kjøpes opp.
Personlig går jeg for akerbp,løftekost på 12usd/bbl,som skal ned til 8,om de får det til.
danm
21.07.2019 kl 10:54
7299
Permian alene er faldet med 36 rigge på et år. Der var et fald i produktionen på 400k i Lower 48 i sidste uge. Før oliekrisen var der dobbelt så mange rigge med en lavere produktion, så vi må forvente et decline, der bliver meget voldsom på de nuværende rigge.
AksjeNils
21.07.2019 kl 10:45
7326
Jeg skjønner ikke hva du mener, Bullnisse. Kan du forklare litt mer?
The US oil and gas rig count fell by 4 this week, according to Baker Hughes, after a string of losses that have stripped away 36 rigs since the beginning of May.
Year-to-date, the oil rig count has fallen from 858 active rigs since the beginning of the year to 779, while gas rigs have fallen from 187 to 174 during that same time.
https://oilprice.com/Energy/Energy-General/US-Oil-Rig-Count-Falls-Amid-Production-Dip.html
Ellers ser det ut som at fracking-selskapene i Texas endelig begynner å få noe motbør.
"Rystad Energy, et konsulentfirma, fant at 36 av de 40 skiferoljeselskapene det så på i første kvartal i år, kunne ikke generere nok inntekter for å opprettholde sine virksomheter, redusere gjeld og belønne sine investorer med utbytte eller tilbakekjøp."
https://www.nytimes.com/2019/06/30/business/energy-environment/oil-companies-profit.html
"Since last year investors have called on companies to cut expenses, reduce debt and pay higher dividends or buy back more shares. In response, the industry has dropped the number of rigs it commissions to drill new wells in recent weeks.
Scott Sheffield, chief executive of Pioneer Natural Resources, a major producer in the Permian Basin, says a major industry consolidation may be coming.
“Most of the companies,” he said, “can’t deliver what the investors are asking for.”
Year-to-date, the oil rig count has fallen from 858 active rigs since the beginning of the year to 779, while gas rigs have fallen from 187 to 174 during that same time.
https://oilprice.com/Energy/Energy-General/US-Oil-Rig-Count-Falls-Amid-Production-Dip.html
Ellers ser det ut som at fracking-selskapene i Texas endelig begynner å få noe motbør.
"Rystad Energy, et konsulentfirma, fant at 36 av de 40 skiferoljeselskapene det så på i første kvartal i år, kunne ikke generere nok inntekter for å opprettholde sine virksomheter, redusere gjeld og belønne sine investorer med utbytte eller tilbakekjøp."
https://www.nytimes.com/2019/06/30/business/energy-environment/oil-companies-profit.html
"Since last year investors have called on companies to cut expenses, reduce debt and pay higher dividends or buy back more shares. In response, the industry has dropped the number of rigs it commissions to drill new wells in recent weeks.
Scott Sheffield, chief executive of Pioneer Natural Resources, a major producer in the Permian Basin, says a major industry consolidation may be coming.
“Most of the companies,” he said, “can’t deliver what the investors are asking for.”
Alby
20.07.2019 kl 14:35
7902
MERLOT
Vel det er vel ditt valg, men les litt på Pen tråden så vil du nok forstå hvor store triggere som ligger foran oss. De er i gang med produksjon på Aje, Dussafu og Saltum. Nå er Norve på veg til Dussafu igjen for å starte boring og flere boringer skal gjennomføres. Dussafu er et meget sort område med mye olje. Ta og les litt.
How a Persian Gulf conflict could impact commodities markets
https://www.thestar.com.my/business/business-news/2019/07/20/how-a-persian-gulf-conflict-could-impact-commodities-markets/
Bra artikkel.
Så er spørsmålet, hvilket oljeselskap vil være det tryggeste og beste å satse på om oljen går til himmels pga dette.
Equinor, AkerBP, DNO eller kanskje de små som PEN eller QEC.....eller noen jeg ikke har nevnt?
https://www.thestar.com.my/business/business-news/2019/07/20/how-a-persian-gulf-conflict-could-impact-commodities-markets/
Bra artikkel.
Så er spørsmålet, hvilket oljeselskap vil være det tryggeste og beste å satse på om oljen går til himmels pga dette.
Equinor, AkerBP, DNO eller kanskje de små som PEN eller QEC.....eller noen jeg ikke har nevnt?
Noni
20.07.2019 kl 00:11
8315
USA er jo begynt å forberede seg, tror ikke de lar det gå særlig langt nå, hvis ikke Iran skjønner at de må roe seg.
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