Tags » Oil Supply

Signal and Noise in the Oil Market

Conventional wisdom has been that cost of finding and extracting oil is on a secular rising trend.  Given the current low price of oil, is that still credible? 1,375 more words

Energy

The oil glut and low prices reflect an affordability problem

For a long time, there has been a belief that the decline in oil supply will come by way of high oil prices. Demand will exceed supply. 1,542 more words

Financial Implications

6 Mar 2015 (AFR) - Oil to stay below $US50 for the rest of 2015

(6 March 2015, AFR, p18, Mark Mulligan)

‘Surplus storage space and oversupply of capital will keep United States oil prices at less than $US50 a barrel for at least the rest of this year, one of the world’s most-respected commodities analysts says. 32 more words

1.Market Observations

Get Ready for $10 Oil Rising oil production and falling demand will combine to drive oil prices lower. By A. Gary Shilling - Feb 16, 2015, 6:00:02 PM

Get Ready for $10 Oil
Rising oil production and falling demand will combine to drive oil prices lower.

By A. Gary Shilling – Feb 16, 2015, 6:00:02 PM… 930 more words

Shale Boom

Ewart: 'Lower and slower' to define oil price recovery | video

If the oil price plunge wasn’t disheartening enough, there are indications the eventual recovery may be “lower and slower” than those that followed previous price collapses. 754 more words

Energy

19 Jan 2015 (AFR) - Oil rigs close in US as energy price slumps

(19 Jan 2015, AFR, p9, John Kehoe, AFR Correspondent)

‘Energy companies in the United States shut down the largest number of drilling rigs in six years last week, as the halving of the oil price rendered many projects unprofitable. 54 more words

1.Market Observations