Latest ideas and analyses related to oil shocks

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Global Macro

+10 pts



[...]The uncertainty on how this conflict and oil shortages will be resoved is unprecedented. To attempt to provide an estimate of where oil prices are...

By ressci on March 10, 2022, 7:13 p.m.
Tagged topics: oil shocks

Views: 5, Votes: 1, Responses: 0, Attachments: 0
Global Macro

+45 pts



China will hold a crucial role in shaping how the oil market will rebalance

By ethonomics on March 9, 2022, 3:58 p.m.
Tagged topics: oil shocks

Views: 175, Votes: 8, Responses: 1, Attachments: 1
Global Macro

+46 pts



The revenge of the old 'political' economy

By ethonomics on March 9, 2022, 3:55 p.m.
Tagged topics: oil shocks

Views: 57, Votes: 6, Responses: 0, Attachments: 1
OIH

+2 pts



We should have some energy stonks in our portfolios....

By Highwave on Jan. 28, 2022, 1:36 a.m.
Tagged topics: analyst checks , oil shocks , oil price

Views: 3, Votes: 2, Responses: 0, Attachments: 0
XOM

+41 pts



Commodities Quarterly : Upside risks persist

By KHUN on Jan. 21, 2022, 7:23 p.m.
Tagged topics: analyst checks , oil shocks , oil supply

Views: 60, Votes: 5, Responses: 0, Attachments: 1
XOM

+33 pts



Updating Agency Data and Our Latest Views on Crude

By KHUN on Dec. 23, 2021, 5 p.m.
Tagged topics: oil shocks , oil supply , oil price

Views: 49, Votes: 3, Responses: 0, Attachments: 1
OIH

+41 pts



Commodities Strategy : Energy risk dominates

By KHUN on Nov. 18, 2021, 4:25 p.m.
Tagged topics: analyst checks , oil shocks , oil price

Views: 65, Votes: 6, Responses: 1, Attachments: 0
SHLX

+33 pts



Shell Midstream Partners LP

By KHUN on Oct. 18, 2021, 3:19 a.m.
Tagged topics: oil shocks , oil supply , oil field services

Views: 58, Votes: 3, Responses: 0, Attachments: 2
XOM

+33 pts



Some crude remarks on Canada

By KHUN on Oct. 10, 2021, 6:32 p.m.
Tagged topics: oil shocks , oil supply , oil field services

Views: 56, Votes: 2, Responses: 0, Attachments: 2
XOM

+34 pts



Europe: The impact of higher energy prices

By KHUN on Oct. 5, 2021, 6:42 a.m.
Tagged topics: analyst checks , oil shocks , oil supply

Views: 73, Votes: 2, Responses: 0, Attachments: 2
XOM

+38 pts



At new multi-year highs – thanks to OPEC+

By KHUN on Oct. 5, 2021, 6:40 a.m.
Tagged topics: oil shocks , oil supply , oil field services

Views: 72, Votes: 4, Responses: 0, Attachments: 2
XOM

+35 pts



The cure for high prices is high prices – revising up our oil price call

By KHUN on Oct. 2, 2021, 8:54 p.m.
Tagged topics: analyst checks , oil shocks , oil supply

Views: 121, Votes: 3, Responses: 0, Attachments: 2
Consumer Discretionary

+31 pts



Maybe time to start to buying

By phenphen on March 12, 2020, 7:04 p.m.
Tagged topics: coronavirus , market pullback , liquidity strains , oil shocks , mild recession

Views: 273, Votes: 1, Responses: 0, Attachments: 0