The [Chinese] government has ordered oil firms to increase their stocks of fuel by 50% to be sure there are no embarrassing shortages during the Olympics.
Congress has approved a bill to prevent the government from adding to America's strategic stocks of oil
Isto para dizer que penso que existirá de facto alguma especulação a ocorrer, mas não penso que seja uma bolha, nem que vá rebentar.
Is it realistic to expect, as some have argued, that dumping of this sour oil will take us back to $75 WTI?
In this regard, here is a prediction: IF that stored oil gets dumped, and has an unacceptable (from OPEC's point of view) impact on prices, I will bet that OPEC will REDUCE production in order to soak up the excess in a couple of months.
Tariq ibn-Ziyad
"Temos agora o inimigo pela frente e o mar profundo por detrás. Não podemos voltar para o nosso lar, porque queimámos os nossos barcos. Agora só nos resta derrotar o inimigo ou morrer de forma cobarde, afogando-nos no mar. Quem me seguirá?"
4 comentários:
Só se o volume dos tais stocks estiver a aumentar.
De qualquer forma, duvido que o petróleo fique 4 ou 8 anos armazenado - talvez para aí uns seis meses, se tanto.
Tens razão. Mas não estarão mesmo a aumentar?
The [Chinese] government has ordered oil firms to increase their stocks of fuel by 50% to be sure there are no embarrassing shortages during the Olympics.
Congress has approved a bill to prevent the government from adding to America's strategic stocks of oil
Isto para dizer que penso que existirá de facto alguma especulação a ocorrer, mas não penso que seja uma bolha, nem que vá rebentar.
Is it realistic to expect, as some have argued, that dumping of this sour oil will take us back to $75 WTI?
In this regard, here is a prediction: IF that stored oil gets dumped, and has an unacceptable (from OPEC's point of view) impact on prices, I will bet that OPEC will REDUCE production in order to soak up the excess in a couple of months.
http://seekingalpha.com/article/78625-many-forces-converge-to-lift-oil-prices?source=mb
http://www.economist.com/displaystory.cfm?story_id=11453090
Olhando para os dados nos estados unidos parece-me que realmente os inventórios de crude e de produtos petrolíferos não estão a aumentar:
http://tonto.eia.doe.gov/oog/info/twip/twip_crude.html
http://www.eia.doe.gov/pub/oil_gas/petroleum/data_publications/weekly_petroleum_status_report/current/txt/wpsr.txt
http://krugman.blogs.nytimes.com/2008/06/23/speculative-nonsense-once-again/
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