g********2
发帖数: 6571 | 1 Because of all Those Crude Words and Lewd Acts, I'm Voting for Trump!
Arthur Schaper
|
Posted: Oct 10, 2016 12:01 AM
Because of all Those Crude Words and Lewd Acts, I'm Voting for Trump!
Apparently, Donald Trump made some very crude comments over the weekend.
Oh, wait … he uttered those comments privately over eleven years ago.
Isn’t it against the law to record such private conversations in the first
place? I am waiting for the Trump campaign to launch their next lawsuit …
against Billy Bush. A... 阅读全帖 |
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m**2
发帖数: 3374 | 2 2015 Best Oil ETF No. 1: United States Oil Fund LP (NYSE Arca: USO) is the
most popular of the oil funds, with an average trading volume near 11
million shares. This ETF is actually a limited partnership rather than a
true ETF, though it trades like a stock (as ETFs do). USO’s managers invest
the partnership’s pooled assets in a variety of vehicles, from oil and gas
futures contracts to cash-settled energy options. The goal is to match the
performance in percentage terms (less expenses) of the s... 阅读全帖 |
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d****s
发帖数: 117 | 3 Goldman Sachs Crude Oil Total Return ETN (OIL)
MacroShares Oil Down ETF (DOY)
MacroShares Oil Up ETF (UOY)
PowerShares DB Crude Oil Double Long ETN (DXO)
PowerShares DB Crude Oil Double Short ETN (DTO)
PowerShares DB Crude Oil Long ETN (OLO)
PowerShares DB Crude Oil Short ETN (SZO)
PowerShares DB Oil Fund (DBO)
ProShares Ultra DJ-AIG Crude Oil ETF (UCO)
ProShares UltraShort DJ-AIG Crude Oil ETF (SCO)
United States 12 Month Oil Fund (USL)
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W***n
发帖数: 11530 | 4 GARTMAN: We're Witnessing The End Of The Oil Era
Business Insider
By Myles Udland October 27, 2014 6:14 PM
Dennis Gartman has a new forecast for oil: a lot lower.
In an appearance on CNBC's Fast Money on Monday, Gartman, publisher of the
Gartman Newsletter, said that crude oil prices will fall demonstrably from
current levels.
Earlier on Monday, it had been reported that Gartman saw crude oil going to
$10 a barrel, but he backed a bit off that claim in his appearance on Monday
, saying that mayb... 阅读全帖 |
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k*********2
发帖数: 98 | 5 直接投crude短期没什么吸引力。可以考虑high quality E&P stocks, 它们和crude
move 相关 但是投资者更看重它们growth potential (特别是crude bottom out/
rebound 以后）和它们在现在的油价上 fundamentals比较safe，liquidity /balance
sheet没太大问题。CXO FANG CRZO EOG PXD 之类的。 高质量的 E&P stocks YTD是
outperform的，相对于大盘和crude。它们在油价走低的时候可能走低 波动较大 buy
on weakness，但是最近2-3月它们有点和crude decouple 的意思 就是走的比crude 稳
定而且 stock charts 上看 基本上都formed a bottom。将来油价一旦稳定，它们基本
都是跑赢油价和大盘的 in a big way. 如果油价真的开始比较持续反弹, low quality
high beta E&P stocks开始暴力反弹 这种股票多了。但是一旦crude lower for
lon... 阅读全帖 |
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C*******r
发帖数: 10345 | 6 这是要把投机客全部歪炮的节奏了
UWTI Market Cap Continues to Grow
The world saw oil prices decline in 2014 and early 2015 on the heels of
record-level well productivity, advances in extraction techniques and a dip
in global demand for crude. Combine this with a relatively stronger dollar,
and American consumers have received a huge break at the pump. Commodity
investors haven't been as ecstatic; crude prices declined nearly 60% over
the course of one year. In spite of this, one exchange-traded note (ETN)
contin... 阅读全帖 |
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a**i
发帖数: 608 | 7 阿拉伯给大家伙放了个不小的鸽子，哈哈
Doha oil producers meeting ends without an agreement
Javier E. David | @TeflonGeek
2 Hours Ago
CNBC.com
Doha, Qatar.
Justin Solomon | CNBC
Doha, Qatar.
A summit in Doha between the world's largest oil producing countries ended
without an agreement on Sunday, as country leaders failed to strike a deal
to freeze output and boost sagging crude prices.
Initially, the conference's outcome was thrown into doubt after Iran made a
last minute decision not to attend and Saudi Arabia... 阅读全帖 |
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h********5
发帖数: 386 | 8 Residential Heating Oil FAQ's
Heating oil is a petroleum product used by many Americans to heat their
homes. Historically,heating oil prices have fluctuated from year to year and
month to month, generally being higher during the winter months when demand
is higher. This winter, distillate fuel inventories are low and customers
will be concerned about the potential for higher prices. To understand the
reasons for these price variations, consumers need to understand how heating
oil is used and how... 阅读全帖 |
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s*******d
发帖数: 3991 | 9 【 以下文字转载自 Military 讨论区 】
发信人: timcook (gayceo), 信区: Military
标 题: oil直奔$40去了
发信站: BBS 未名空间站 (Sun Nov 30 20:01:58 2014, 美东)
Oil at $40 Possible as Market Transforms Caracas to Iran
Bloomberg By Gregory Viscusi, Tara Patel and Simon Kennedy
2 hours ago
Oil's decline is proving to be the worst since the collapse of the financial
system in 2008 and threatening to have the same global impact of falling
prices three decades ago that led to the Mexican debt crisis and the end of
the Soviet Union.
Russ... 阅读全帖 |
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k********n
发帖数: 18523 | 10 Oil Surges as UN Approves Libya No-Fly Zone; Credit Suisse Raises Forecast
http://www.bloomberg.com/news/2011-03-17/crude-oil-climbs-for-a
Oil surged in New York after the United Nations Security Council voted to
ground Libyan leader Muammar Qaddafi’s air force as continuing unrest in
the region renewed concerns the turmoil may spread and disrupt supply.
Futures jumped as much as 2.2 percent after the UN voted to establish a no-
fly zone over Libya and demanded a cease-fire with rebels. Oil clim... 阅读全帖 |
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m******r
发帖数: 6963 | 11 庄家发声了“别跟我抢”
SAN FRANCISCO (MarketWatch) — Crude-oil futures have been mounting a come
back, lately.
But not everyone believes this rally is a legitimate rebound for the beaten-
down commodity. .
In a note Monday, analysts at Citigroup raised the possibility that West
Texas Intermediate oil prices may fall to as low as the $20 range. Prices on
the New York Mercantile Exchange already suffered a loss of 46% last year.
Year to date, crude-oil prices CLH5, -1.29% have posted a decline of less
than ... 阅读全帖 |
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k*********2
发帖数: 98 | 12 现在Energy个人觉得不买sector ETF 或是类似的。在crude 底出来之前，energy是一
个stock picking market。E&P sector 整体是loss, 个股不是。所以我说只能考虑买
high quality E&P names，buy on weakness （最好是Permian basin /Eagle Ford
names， capex efficiency, good drilling acre quality, deep inventory,
strong liquidity/balance sheet) 只有那些股票是禁的住低油价考验的。比如 FANG
是 SMID cap Permian basin 最高质量的公司之一，YTD +15% vs SPX。average high
quality E&P stock return YTD 差不多 7-9% (当然和板上很多大牛百分之几十几百的
收益不能比）。从TA上看，这类的个股基本上底已经有了。
因为crude 的底在哪 什么时候反弹 目前没人能确定，很多crappy E&P 股票还是... 阅读全帖 |
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b******i
发帖数: 4776 | 13 By Nesa Subrahmaniyan - May 6, 2008 12:27 EDT
May 6 (Bloomberg) -- Crude oil may rise to between $150 and $200 a barrel
within two years as growth in supply fails to keep pace with increased
demand from developing nations, Goldman Sachs Group Inc. analysts led by
Arjun N. Murti said in a report.
New York-based Murti first wrote of a ``super spike'' in March 2005, when he
said oil prices could range between $50 and $105 a barrel through 2009. The
price of crude traded in New York averaged $56.71 ... 阅读全帖 |
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W***n
发帖数: 11530 | 14 Black box hedge funds lead winners from oil collapse
Reuters
13 minutes ago
By Simon Jessop and Barani Krishnan
LONDON/NEW YORK (Reuters) - To make money from the sharp fall in oil prices
this year, it helped if you weren't human.
While a handful of big name traders have profited from some of oil's 35
percent plunge, it has been computer-based or "systematic" funds which have
captured much of the spoils.
These black box funds use programs to follow various asset classes and look
to latch on to m... 阅读全帖 |
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A****R
发帖数: 60 | 15 Topic: optimal energy consumption of oil pipeline
内容： majority of pipeline transportation selects heat transportation.
Energy consumption of
this method of transport mainly comes from the furnaces and pumps. Currently
, operating
parameters of many pipelines are determined according to experience of
dispatch. It causes
high energy consumption and high cost of pipeline running, which cannot
adapt to energy
conservation policy. Therefore, this paper aims at consuming lowest energy
during crude
oi... 阅读全帖 |
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e******e
发帖数: 10121 | 16 这是美国能源属关于美国进口石油，原油的数据，再排１０位不知道能不能找到利比亚
。凭什么说去利比亚抢油？里面也有一些非洲南美的小破国，为啥不去那里抢？自己挨
打还是找自己原因好了：）
http://www.eia.doe.gov/pub/oil_gas/petroleum/data_publications/
January 2011 Import Highlights: Released March 30, 2011
Monthly data on the origins of crude oil imports in January 2011 has been
released and it shows that three countries exported more than 1,000 thousand
barrels per day to the United States (see table below). The top five
exporting countries accounted for 70 percent of United States crude ... 阅读全帖 |
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s*****i
发帖数: 5548 | 17 ☆─────────────────────────────────────☆
xie91 (bob) 于 (Mon Mar 4 19:12:18 2013, 美东) 提到:
发信人: kylin1996 (kylin), 信区: SanFrancisco
标 题: Re: 再谈德州经验 (转载)
发信站: BBS 未名空间站 (Mon Mar 4 17:16:16 2013, 美东)
看见有人说湾区收入高就笑了，给你们科普一下，猴子屯，13-15w年薪非常普通，20w
以上的一大把，加上公司100% match 6-12% 401k， 公司服务到退休有一次性上百万的
pension，还有一周工作四天一周工作五天，每年5周vacation，加州风景再美，这些能
比吗？
☆─────────────────────────────────────☆
delubo (I shall be your eyes!) 于 (Mon Mar 4 19:13:42 2013, 美东) 提到:
求介绍工作，我要跳槽
☆────────────────────────────... 阅读全帖 |
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N******t
发帖数: 16051 | 18 如何读猫食成分表
要理解猫食成分表，一个很重要的概念是“dry-matter basis”（干含量），也就是把
水分去掉后，某样成分在食物中所占的比重。只有这样才能公平的比较水分含量迥异的
干粮和湿粮。
干粮大约有10％的水分。如果包装上写的蛋白质含量是25％的话，25％除以水分之外的
90％，得到27.8％蛋白质干含量。罐头或者自制湿粮有大约75％水分。如果有10％蛋白
质的话，10％除以水分之外的25％，得到40％蛋白质干含量。所以这里的湿粮其实比干
粮的蛋白质含量要高的多。
～～～食物名称～～～
食物的名称和成分有很大关系。如果一种食物叫做“Beef Cat Food”，按规定它必须
含有至少95％的牛肉干含量。如果叫做“Beef Entrée”或者“Beef Feast”，那它只
需要含有25％牛肉干含量。如果叫做“Cat Food with Beef”，那它只需要含有3％牛
肉。不过，这三个例子里牛肉都不一定是食物里唯一的肉质。很多食物含有从名称以外
的肉类来的动物蛋白，往往是鱼肉蛋白。所以如果你的猫对某种肉类过敏的话，你需要
仔细阅读成分列表，而不是只看食物名称。
～～～成... 阅读全帖 |
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b********n
发帖数: 38600 | 20 http://www.counterpunch.org/2014/12/01/defending-dollar-imperia
“The Fed’s ‘need’ to take on an even more active role as foreigners
further slow the purchases of our paper is to put the pedal to the metal on
the currency debasement race now being run in the developed world — a race
which is speeding us all toward the end of the present currency regime.”
– Stephanie Pomboy, MacroMavens
“No matter what our Western counterparts tell us, we can see what’s going
on. NATO is blatantly building up its ... 阅读全帖 |
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w*********r
发帖数: 42116 | 21 Top US Oil States Are Taking A Hit From Plunging Crude Prices
(Reuters) - After leading the U.S. economic recovery out of recession, some
of the nation's top oil states are showing early signs of a slowdown as a
result of the plunge in crude prices.
In Houston, Texas, the first oil industry layoffs have been announced, with
realtors there predicting a sharp decline, up to 12 percent, in home sales
next year.
Alaska's 2015 fiscal year budget revenue forecast will have to be lowered by
almost $2 b... 阅读全帖 |
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s*****r
发帖数: 11545 | 22 http://finance.yahoo.com/news/ready-10-oil-230002605.html;_ylt=
By A Gary Shilling
At about $50 a barrel, crude oil prices are down by more than half from
their June 2014 peak of $107. They may fall more, perhaps even as low as $10
to $20. Here’s why.
U.S. economic growth has averaged 2.3 percent a year since the recovery
started in mid-2009. That's about half the rate you might expect in a
rebound from the deepest recession since the 1930s. Meanwhile, growth in
China is slowing, is minimal in t... 阅读全帖 |
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l****z
发帖数: 29846 | 23 Oil prices slide as worries about global supply glut mount
The slump in oil prices deepened Monday, pulling down the price of U.S.
crude to the lowest level in more than four months.
The move came as traders braced for softer demand amid an increase in the
number of active rigs and signs of weakness in U.S. construction spending
and manufacturing.
Benchmark U.S. crude fell $1.95, or 4.1 percent, to close at $45.17 a barrel
in New York. U.S. crude has been declining since reaching a high this yea... 阅读全帖 |
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y***n
发帖数: 2806 | 24 ProShares Ultra DJ-UBS Crude Oil seeks daily investment results that
correspond to twice (200%) the daily performance of the Dow Jones UBS Crude
Oil Sub-Index. The Dow Jones-UBS Crude Oil Sub-Index is intended to reflect
the performance of crude oil as measured by the price of futures contracts
of sweet, light crude oil traded on the New York Mercantile Exchange (the
NYMEX), including roll costs, without regard to income earned on cash
positions.
风向转了，进去估计不割下半身是出不来了。 |
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f********i
发帖数: 563 | 25 不管是捞还是烧，还是光看看，总要知道个list吧。
借着最近难得的走势，加到watchlist里面可以看个热闹。
W&T Offshore Inc. (WTI)
ProShares Ultra Bloomberg Crude Oil (UCO)
ProShares UltraShort Bloomberg Crude Oil (SCO)
United States Brent Oil ETF (BNO)
VelocityShares 3x Long Crude Oil ETN (UWTI)
VelocityShares 3x Inverse Crude Oil ETN (DWTI)
United States Oil ETF (USO)
PowerShares DB Oil ETF (DBO)
PowerShares DB Crude Oil Double Shrt ETN (DTO)
Exxon Mobil Corporation (XOM)
BP p.l.c. (BP)
Schlumberger Limited (SLB) |
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T**y
发帖数: 1024 | 26 Oil Prices: Four Experts Size Up the Energy Market
Four experts explain what’s ahead and highlight the best investment
opportunities in the energy sector.
February 14, 2015
Perhaps the biggest surprise of 2014 was the sharp decline in oil prices.
Black gold fell almost 60% from its summer peak of $107 to a low of $44 in
January, before enjoying a nice bounce to a recent $53. The reverberations—
good and bad—are being felt around the world, from the oil kingdoms of the
Middle East to Argentina, R... 阅读全帖 |
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c*********v
发帖数: 589 | 27 早上看报告基本confirm API的数据, 比较吃惊. 10M以上的储存, 加上炼油厂开工(从
汽油量可以反应出来,基本汽油短缺被磨平)都没能降低储量.的确大大利空.
晚上终于有空仔细研究报告.又有新的一个视角.
首先进口大量增加(>10%). 这一项一个星期就增加6M. 所以增加的多数不是本地油,是
进口油 (重油,酸油? 这个东西进口多些,本地不太产). 为什么增加?炼油厂开工后, 用
重油的厂大进货?无论如何应当是个暂时现象. 另外,不认为进口的是甜油,除非炼油厂
疯了,不买WTI买更贵的Brent.
那么大家关心的美国油产量如何? 如果你读一下产量数据,可以发现和上周,上上周,基
本在类似水平. 这说明什么呢? 美油产量可能已经peak, 那么产量回落后, 五月储量应
该也peak. 这是个好消息. 大家大可不必恐慌.
这信息对我们有什么用呢?
1. 我觉得应该调整操作期望.
首先油价不应该再到42-44. 那个价钱对应着油满仓的恐慌. 但是这个牛皮已经破了.
到底这次的最低限在哪里呢?我们可以追溯这次涨价的历史, 可以看到如果储量增加,只
是glut,市场给它的定价在47.... 阅读全帖 |
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l**********1
发帖数: 415 | 28 Summary of Weekly Petroleum Data for the Week Ending May 1, 2015
U.S. crude oil refinery inputs averaged over 16.3 million barrels per day
during the week
ending May 1, 2015, 247,000 barrels per day more than the previous week’s
average.
Refineries operated at 93.0% of their operable capacity last week. Gasoline
production
decreased last week, averaging about 9.2 million barrels per day. Distillate
fuel
production increased last week, averaging 5.0 million barrels per day.
U.S. crude oil imports... 阅读全帖 |
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C*******r
发帖数: 10345 | 29 【 以下文字转载自 x3 俱乐部 】
发信人: Commissar (柯密同志), 信区: x3
标 题: 重要消息：北美国最大炼油厂从页岩油转用布油
发信站: BBS 未名空间站 (Fri Aug 21 00:17:31 2015, 美东)
华尔街日报消息
Canada’s Largest Refinery Shifts from Bakken Shale Oil to Brent Crudes
Irving Oil stops imports by rail from U.S. in favor of crudes shipped from
overseas
By CHESTER DAWSON and CAROLYN KING
Updated Aug. 20, 2015 10:19 p.m. ET
The operator of Canada’s largest crude oil refinery, Irving Oil Ltd., said
it has stopped importing Bakken Shale oil from the U.S. in favor of... 阅读全帖 |
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a*******m
发帖数: 14194 | 30 前几个月炒得很凶的， 银行10月份重新评估石油公司的信贷规模的事情，
根本没兑现呀。 美国的一大帮页岩油，页岩气公司， 银行并没有大规模
减少credit line， 很多公司都维持住原来的信贷规模了。
这个跟原来预想的，信贷大规模缩减，一堆公司倒闭，很有差距呀!
倒的公司少了，那低油价就能再多坚持一段。
另外，美帝冲出来说，要拍卖原油储备，就是嫌自己油太多了。
这是对市场另外一层打击。只是plan到2017年开卖，但是，是不是真要卖，
鬼知道呀。 但是，不会加大储备看起来是可能性很大的。
普京在叙利亚也打上，但是，原油还是没上涨太多。
我觉得这次，美国人真是要下狠手了。
从美伊核谈判让步，放出伊朗的石油产能，到美帝银行继续支持页岩油气产业，
到拍卖自己的原油储备，感觉美帝这一把赌注一定下的很大。
但是，到底是要赌什么呢？ 目标是什么？
大家来议一下吧。
Lenders are in the midst of the second semiannual review of producer loans,
and so far cuts to borrowing limits have... 阅读全帖 |
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a*******m
发帖数: 14194 | 31 前几个月炒得很凶的， 银行10月份重新评估石油公司的信贷规模的事情，
根本没兑现呀。 美国的一大帮页岩油，页岩气公司， 银行并没有大规模
减少credit line， 很多公司都维持住原来的信贷规模了。
这个跟原来预想的，信贷大规模缩减，一堆公司倒闭，很有差距呀!
倒的公司少了，那低油价就能再多坚持一段。
另外，美帝冲出来说，要拍卖原油储备，就是嫌自己油太多了。
这是对市场另外一层打击。只是plan到2017年开卖，但是，是不是真要卖，
鬼知道呀。 但是，不会加大储备看起来是可能性很大的。
普京在叙利亚也打上，但是，原油还是没上涨太多。
我觉得这次，美国人真是要下狠手了。
从美伊核谈判让步，放出伊朗的石油产能，到美帝银行继续支持页岩油气产业，
到拍卖自己的原油储备，感觉美帝这一把赌注一定下的很大。
但是，到底是要赌什么呢？ 目标是什么？
大家来议一下吧。
Lenders are in the midst of the second semiannual review of producer loans,
and so far cuts to borrowing limits have... 阅读全帖 |
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k*********h
发帖数: 1841 | 32 美国的crude oil export ban还在,所有没有经过加工的原油还是不能出口。
现在能绕过ban的基本只有blend crude 和light condensed crude. 但blend crude里
只有很小一部分是轻油，基本还是卖的重油。light condensed crude轻到基本用来做
化学品。
完全的WTI只有价格做为benchmark,没有实际的出口交易。
LV |
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t****a
发帖数: 19 | 33 My view is more about mid to long term, so it might not be useful to your
trading. In short term the weakness of WTI crude is more related to the high
inventory level in the states, at present the Brent crude is a
more trustful indicator of global supply/demand situation. I see the chance
of crude going below 60 is very low if not impossible, present crude price (wti crude i mean) is at the low end of the fair price-range for near term, say 6~12 months. During this period, I consider 65~85 as th |
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i*********9
发帖数: 85 | 34 怎么不是问题。刚看到的新闻，美国要向市场投放储备石油了。如果不是因为美元的贬
值，美国的巨额负债，以及为了稳定美国市场可能出现的严重的通货膨胀，美国不至于要动
用储备石油吧。
US and others plan biggest release of reserve oil
AP news By JONATHAN FAHEY and CHRIS KAHN, AP Energy Writers – 19 mins ago
NEW YORK – The United States and other nations that depend on oil imports
will release and sell 60 million barrels of crude from emergency stocks in
an effort to ease the strain of high oil prices on the global economy.
The release by the International Energy Agency, a group of more than... 阅读全帖 |
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t*******y
发帖数: 21396 | 35 http://www.amazon.com/Maos-Great-Famine-Devastating-Catastrophe
Amazon上读者对冯书的荒谬结论驳斥：
China's mortality during the GLF was the same as India's, Pakistan's, and
Indonesia's at the time. Dikotter's figures imply this. Consider the
following:
* Dikotter adopts 10/1000 as a 'normal' yearly death rate for China, and
claims this as the figure for China just before the leap in 1957. Deaths
above this are regarded as 'excess' deaths.
* 10/1000 was the mortality in advanced industrialised West in 1960.
* ... 阅读全帖 |
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b********n
发帖数: 38600 | 36 There are 89 tankers sailing for Chinese ports, 80 of which are VLCCs - the
highest since January 3rd.
The number of supertankers sailing toward China’s ports surged to a nine-
month high amid speculation an oil-price slump is encouraging the world’s
second-biggest crude importer to accelerate purchases.
There are 80 very large crude carriers, the industry’s biggest ships,
sailing toward the Asian country’s ports, according to IHS Fairplay vessel-
tracking signals compiled by Bloomberg at about ... 阅读全帖 |
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c****g
发帖数: 37081 | 37 The Organization of the Petroleum Exporting Countries on Wednesday committed
its fractious members to their first oil production limits in eight years.
Now comes the hard part.
OPEC has agreed to cut production by about 1.2 million barrels per day, or
about 4.5 percent of current production, to 32.5 million barrels per day.
Top oil exporter Saudi Arabia faces the unenviable tasks of policing cartel
members and keeping crude prices within a range that will relieve pressure
on oil-producing countr... 阅读全帖 |
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发帖数: 1 | 38 南华早报：中方有可能切断对朝石油供应。中国商务部发言人被问及时未予以否认。
Oil supplies to North Korea could be cut as China’s frustration with ally’
s failure to communicate grows
Beijing expected to back tougher sanctions amid claims it was not given
advance warning of latest nuclear test
PUBLISHED : Tuesday, 05 September, 2017, 1:04pm
UPDATED : Tuesday, 05 September, 2017, 11:33pm
China is likely to support tougher sanctions against North Korea, including
cutting crude oil exports, but Beijing will not completely sever the energ... 阅读全帖 |
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x******g
发帖数: 33885 | 39 你不让我买给伊朗石油，我偏要买。
日本，南韩，印度，欧盟，中国都不听狼脯的话。
美帝现在真是威风不在了。
Defying the Trump administration, Turkey said it would ignore the State
Department’s call on US allies to stop importing Iranian crude oil by
November 4, when the latest sanctions against Iran are set to kick in.
Earlier this week, the State Department called on all US allies to
completely stop buying Iranian crude, sending the price of oil to 4 year
highs in the process. While many are trying to find a way around the
sanctions, it is for now ... 阅读全帖 |
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发帖数: 1 | 40 南华早报：中方有可能切断对朝石油供应。中国商务部发言人被问及时未予以否认。
Oil supplies to North Korea could be cut as China’s frustration with ally’
s failure to communicate grows
Beijing expected to back tougher sanctions amid claims it was not given
advance warning of latest nuclear test
PUBLISHED : Tuesday, 05 September, 2017, 1:04pm
UPDATED : Tuesday, 05 September, 2017, 11:33pm
China is likely to support tougher sanctions against North Korea, including
cutting crude oil exports, but Beijing will not completely sever the energ... 阅读全帖 |
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l****z
发帖数: 29846 | 41 Oil price slumps again as US crude inventories surge
February 4, 2015 - 4:36 PM
Associated Press
NEW YORK (AP) — Oil prices plunged on Wednesday, ending a four-day rally,
after the U.S. government reported that crude inventories surged last week.
The 6.3 million barrel increase was far more than analysts had expected and
renewed worries in the market that supplies of oil are still outstripping
demand.
Oil had rallied 19 percent over the previous four days as traders hoped that
low prices would f... 阅读全帖 |
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d*******g
发帖数: 1978 | 42 我也同意你说的“货币化”的commodity这个说法，不过我还有一点意见。
相对于货币来说，因为货币在“供需”这个意义上，相对来说比较其他东西
稳定。一个国家，有可能在6个月内可能供给翻倍的石油，或者只需要一般的
房子。但货币的供应和需求不会波动得这么强烈。
所以在货币化的commodity市场上，时间也是一个很重要的因素在内。
事实上我本来想在第二个公式里加入时间的因素。
Value(Crude)[at T1] = RealNeed(Crude)X factor1 % + FinancialNeed(Crude)X
factor2 %
Factor2 = Value(Crude)[at T2] X Factor3
因为两个公式如果不加时间的因素的话，很容易产生错觉，就是可以建立方程去约分，
事实上v[at t1]和v[at t2]是两个东西。
1971 |
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o*******n
发帖数: 2035 | 43 AMR Corporation Reports Third Quarter Profit of $143 Million
Substantial Improvement Compared to Last Year, Despite Higher Fuel Prices
Recent Highlights Include: Launched Joint Business with British Airways and
Iberia
Received Tentative DOT Approval for Antitrust Immunity with Japan Airlines
Enhancing Strategic Position in Los Angeles
AMR Corporation On Wednesday October 20, 2010, 11:00 am
FORT WORTH, Texas, Oct. 20 /PRNewswire-FirstCall/ -- AMR Corporation, the
parent company of American Airlin... 阅读全帖 |
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k********n
发帖数: 18523 | 44 负面因素：
1油价可能稳重有降
2增发股票，去年增发了70B刀的股票，其中25B再投资收益5亿刀。
35B用做预留资金。2011年还要增发新股。
Share | Recommend PrintEmail Alert By Carla Mozee, MarketWatch
LOS ANGELES (MarketWatch) — International oil prices could drop as far as $
70 a barrel when the North African region and the Middle East see a calming
of the civil unrest that has disrupted oil production in Libya, the chief
financial officer of Brazilian oil giant Petroleo Brasileiro SA said Friday.
The front-month crude contract earlier this week breached t... 阅读全帖 |
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w*******o
发帖数: 6125 | 45 英文原文:
http://www.businessweek.com/news/2011-03-14/risk-of-10-stock-sl
Risk of 10% Stock Slide Tripled in a Month, Goldman Says
March 14, 2011, 6:23 PM EDT
By Jeff Kearns and Cecile Vannucci
(Updates with closing levels in second paragraph.)
March 14 (Bloomberg) -- The risk of a 10 percent U.S. stock slide by April
tripled in a month, options prices show, amid rising oil prices that
threaten the economic recovery and Japan’s biggest earthquake, Goldman
Sachs Group Inc. said.
Standard & Poor’s 500... 阅读全帖 |
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k********8
发帖数: 7948 | 46 http://online.wsj.com/article/SB1000142405270230405030457737635
By SUSAN CAREY And ANGEL GONZALEZ
Delta Air Lines Inc. DAL +1.29%said Monday that it reached an agreement to
buy a refinery complex near Philadelphia in a bid to cut the carrier's
yearly jet-fuel costs by $300 million.
The nation's second-largest airline by traffic, after United Continental
Holdings Inc., said it will purchase the Trainer, Pa., complex from Phillips
66, a refining and marketing business that will be spun off from
Co... 阅读全帖 |
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k******r
发帖数: 4011 | 47 http://www.usatoday.com/money/story/2012-09-01/qe3-options-fed-
Updated 8/31/2012 6:32 PM
Investments to consider if QE3 happens:
1. Gold. Quantitative easing makes gold a good choice because the bond
buying tends to devalue paper assets, such as the dollar. Flooding financial
markets with cash also can lead to inflation. Gold and other so-called "
hard assets" are viewed as a hedge against both.
During QE1 gold outperformed the broad CCI commodity basket by nearly 3
percentage points, although ... 阅读全帖 |
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s*****r
发帖数: 11545 | 48 The Most Indebted US Oil Companies
By Shobhit Seth | February 23, 2015
The effects of declining oil prices over the last few quarters have started
to show. January 2015 saw companies such as WBH Energy filing for bankruptcy
. A few others that met the same fate earlier include KiOR Inc., Endeavour
International, and Marion Energy. Consolidation is visible among major
players. For instance, the second-largest oil field services company
Halliburton Company bought the third-largest Baker Hughes. Ex... 阅读全帖 |
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k*********2
发帖数: 98 | 49 这个是不对的。US的light, sweet crude是高质量的油 lower sulfur content,
refining的过程时间短，成本低 效率高。大部分的Permian, Bakken， Eagle Ford的油
都是这样高质量的油 供给US Gulf 的refiners。加拿大好多地方的 heavy, sour
crude 和 oil sands 质量差 炼制成本高，是不好的油。现在油价这么低，炼制这些重
油是没有任何经济利益可言的 （这就是加拿大的Keystone XL pipeline现在很难批准
的原因之一，其他还有政治因素）。US进口的油基本上都是Saudi卖给自己在US Gulf的
炼油厂的，只有很小一部分卖给美国的炼油厂。Saudi的油是light, sweet crude, 比
美国的油还要好, 基本是世界质量最好 炼制成本最低的油。亚洲的crude基本是质量最
差的硫含量很高，基本卖不出去。 |
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k*********2
发帖数: 98 | 50 Yellen dovish 表态 USD会暂时走弱 对crude 有一定支撑，一般SMID cap E&P 会跑赢
large cap E&P，SMID cap oil services，large cap oil services, big oil和
crude。个人认为big oil和crude是这些所有的东西里最没有搞头的。XLE中重要的成份
好多都是big oil 和 large cap E&P，比较稳但是没有beta，top holdings 里我最看
好的是EOG PXD，宁愿投这两个个股。XES在油价反弹时要跑赢XLE，它有beta而且很多
成分股都是highly shorted, 但是在油价下跌时XLE肯定比XES 稳。虽然今天下午
Yellen暂时稳住USD（就像我们昨天讨论的）目前crude市场还是看短期油价的下行风险
。那些short sellers 没那么容易放弃, 所以在XLE和XES之间，我个人选择XLE。今天
很多低质量energy 股票下午的beta rally 都是shortable的。
这三个ETF从TA看，XOP的momentum 也好些，ener... 阅读全帖 |
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