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Торговля и аналитика рынка нефти.

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Владелец Dmitry Dorokhin

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9 месяцев назад
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Штота кажыцца, што тихай сапай абнавим хаи па нефтюшке, а да канца году и 70 убацым
10 месяцев назад
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OPEC Boosts Forecast for Rival Supply, Sees Balance in Late 2018
2017-12-13 12:20:00.6 GMT

By Grant Smith
(Bloomberg) — OPEC predicted that global oil markets won’t
rebalance until late next year after boosting forecasts for
supplies from the U.S. and other rivals.
The Organization of Petroleum Exporting Countries’ monthly
report raised its outlook for non-OPEC supply in 2018 by 300,000
a barrels a day, as its projections for American output caught
up with those of the U.S. government. As a result, an initiative
by OPEC and Russia to clear a global oil glut by cutting output
— previously seen succeeding in the third quarter of 2018 — will take effect more slowly.
Oil prices climbed to a two-year high above $65 a barrel in
London this week, supported by a temporary pipeline halt in the
U.K. and the Nov. 30 decision by OPEC and Russia to press on
with supply curbs until the end of next year. While Kuwait and
the United Arab Emirates said this week the group could consider
winding down its efforts in mid-2018 if the market is back in
balance, Wednesday’s report suggests they’ll need to persevere
for longer.
“Continued efforts by OPEC and non-OPEC to support oil
market stability” should “lead to a further reduction in excess
global inventories, arriving at a balanced market by late 2018,”
OPEC’s Vienna-based research department said in the report.

Blunted Impact

The cartel’s latest figures showed its strategy is paying
off, having reduced the oil-inventory surplus in developed
nations to about 137 million barrels as of October, compared
with about 380 million before the cuts began. OPEC Secretary-
General Mohammad Barkindo, speaking to Bloomberg television in
Beijing on Wednesday, said stockpiles have since fallen further
to about 130 million.
OPEC output fell by 133,500 barrels a day last month to
32.45 million, according to the report. Venezuela’s troubled
industry suffered further production losses, the U.A.E.
belatedly stepped up efforts to deliver its pledged cutbacks and
Saudi Arabia cut deeper than required.
If OPEC were to maintain current output levels to the end
of 2018, world inventories would shrink by a further about 274
million barrels, data in the report indicate.
Yet the stronger outlook for supplies elsewhere is blunting
the impact of OPEC’s strategy. American shale explorers, who
grew more efficient during the industry’s three-year downturn,
are locking in future revenues as U.S. prices near $60 a barrel,
potentially readying for a new surge in drilling.
OPEC increased estimates of its competitors’ output in 2018
for the first time since the forecast was introduced last
summer. It now expects that rival supplies will increase by
about 1 million barrels a day, or about 1.7 percent, in 2018. It
bolstered forecasts for total U.S. oil production growth next
year by 180,000 barrels a day to 1.1 million a day.
“The momentum seen this year is expected to continue in
2018 on the back of increased investment in U.S. tight oil and
improved well efficiency,” OPEC said.
10 месяцев назад
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Открыл шорт в нефти. Можно было продать получше…
10 месяцев назад
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Пока закрыл лонг нефти. В шорт еще не открывался…
10 месяцев назад
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Накупил нефти и закрыл лонг серебра и золота… Грустно…