Why won’t OPEC cut oil production?

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Standard and Poor’s Ratings Services Thomas Watters discusses OPEC and lower oil. He speaks on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 11, 2014 Link: http://www.bloomberg.com/video/opec-why-won-t-it-cut-oil-production-X9uVXkRwSXq4vmju2gvNtQ.html Questions for Discussions: Why are oil prices under pressure? Do you think some producers are likely to abandon operations? How should investors approach the… Read more »

This Hedge Fund’s Machines Are Making the Right Calls on Oil

Posted by & filed under Company Analysis, Growth & Valuation.

Description: The quants are winning.Hedge funds that rely on computer programs to trade are producing some of the highest returns in the industry after a particularly profitable November. Source: Bloomberg.com Date: Dec 12, 2014 Link: http://www.bloomberg.com/news/2014-12-12/this-hedge-fund-s-machines-are-making-the-right-calls-on-oil.html Questions for Discussions: What does the report say about these funds and the reasons for their success? What is… Read more »

Putin’s Stash of Oil Money Is Shrinking

Posted by & filed under Governments & Regulators, Industry Analysis.

Description: While oil prices were soaring, Russia amassed a pile of hard currency that most countries could only dream of. Source: Businessweek.com Date: Dec 05, 2014 Link: http://www.businessweek.com/articles/2014-12-05/russia-needs-cash#r=hpt-ls Questions for Discussions: How has oil changed Russia’s economy? Why is capital leaving? What can Russia do about the low price of oil to mitigate the damage… Read more »

Oil could go below $65 per barrel: Deshpande

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Natixis Oil Market Analyst Abhishek Deshpande discusses the possibilities for the price of oil post the current OPEC meeting. He speaks with Francine Lacqua and Guy Johnson on Bloomberg (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2014 Link: http://www.bloomberg.com/video/oil-could-go-below-65-per-barrel-deshpande-XdO9Eb75S3OzvtNQPI0mLw.html Questions for Discussions: What is Abhishek Deshpande’s assessment of current and future… Read more »

How Oil’s Price Plunge Impacts Wall Street?  

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Energy Aspects Geopolitical Analyst Richard Mallinson discusses the price of oil. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 28, 2014 Link: http://www.bloomberg.com/video/opec-keeps-producing-cedes-no-ground-to-u-s-shale-oil-7cTjM8eeQsGWTn9TtLTflg.html Questions for Discussions: What is Richard Mallinson’s view of lower oil prices on Wall Street? Do you agree?

The winners and losers in the oil game

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: The new age of abundant and cheap energy is changing fortunes in the geopolitical landscapes, strengthening some governments while weakening others. Bloomberg’s Ryan Chilcote reports on “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 20, 2014 Link: http://www.bloomberg.com/video/oil-prices-the-winners-and-the-losers-hwDmp9QhTW6ZupqOIht39Q.html Questions for Discussions: Who are the winners and losers while oil prices decline? What… Read more »

The Real Legacy of the Keystone XL Is Already Settled

Posted by & filed under Governments & Regulators, Industry Analysis.

Description: Even if the Senate had passed Mary Landreu’s Keystone bill yesterday, the results would’ve been the same: President Obama, by all accounts, was going to veto it, and since it’s his decision (because the line crosses an international border), we’re probably stuck with speculation about its approval/rejection for at least two more months as… Read more »

What’s behind the Saudi Oil Price Cut

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Nasdaq Advisory Services Lead Energy Analyst Tamar Essner and Oilprice.com Senior Contributor Dan Dicker discuss the price of oil on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 04, 2014 Link: http://www.bloomberg.com/video/what-s-behind-the-saudi-oil-price-cut-UvsjUNlkRR6BSO7_DJlUkw.html Questions for Discussions: According to the panel, what is driving lower prices of oil? Do you think prices can… Read more »