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Do Deikins

Joined: 14/09/15


Comments by Do Deikins
Oil Tanker Counts: Can You Trust The Data? Aug 14, 2016 5:12PM ET
Thanks Dr. Wald, The sites listed at the end are excellent. While I lived in south Asia for a time, I never realized how close India is to the Gulf oil. Another interesting tidbit learned from the graphics is how the shipping of India is so concentrated in Mumbai (Bombay).. Ellen, a question I would pose is if there exists a similar list being updated from satellite comm, but is textual rather than graphical? The graphical is nice for getting a broad picture, but text is much better for doing real work.
Oil rises 3 percent as Saudi mulls meeting, IEA sees market tighten Aug 11, 2016 3:03PM ET
I am not sure how "further refinery run cuts" and "This expected diminishing product inventory overhang" "will lead to a sustained tightening of oil market fundamentals and oil prices ..." Reduced refinery runs might possibly tighten supply of refined products (unless that over-supply is a result of the current surplus), but most definitely will reduce demand for feedstock.
4 Signs This Oil Bear Market Is Here To Stay Aug 03, 2016 12:14AM ET
Wyoming is known for its bulls also, but your points are well taken - especially those on the Gulf States and China.
Is This Oil Rally The Real Deal? 6 Reasons It Could Be Jun 16, 2016 1:35AM ET
First paragraph, the word is brakes, not breaks.. Thanks for your insights into areas in which I have little current information - specifically Iran.
Will Supply Disruptions Actually Dent The Global Oil Glut? May 18, 2016 3:48PM ET
We think of north American companies using their cash reserves to buy depressed oil properties and in an article previously you mentioned the possibility of the Saudi Arabians entering the US market (especially to buy refining/marketing properties). What are the possibilities of the Chinese using their cash flush status to buy and in so doing hedging the renminbi?
For Saudi Aramco, Breaking Up Is (Not So) Hard To Do Mar 24, 2016 2:02PM ET
IPO the refinery
At What Price Is Shale Oil Actually Profitable? Mar 24, 2016 11:57AM ET
Re-drilling and re-fracking also add costs to the production of shale oil - though I suppose they could be bundled with the operating cost variable. The cost of money (interest payments) will put the most pressure on costs and will probably push the dollar higher affecting the demand side negatively at the same time.
If API Controls Oil Information, Where's The Open Market? Mar 24, 2016 11:47AM ET
I would agree with Brad Smith. If the energy majors wanted to eliminate distortions they could force the API to release the info (as they are the funders of the Institute). But I imagine they find the information useful for hedging or other purposes.
Saudi Arabia Vs. Iran: What Does It Mean For Oil? Jan 09, 2016 2:08PM ET
What of the current conjecture that this will cause both states to up their production rather than reduce it (at least as long as nothing impedes transfer of the product)? Have the Saudis lost the leverage they might have had with the Iranians?
Oil Overproduction: Time For An Asset Shopping Spree Sep 14, 2015 7:58PM ET
Thank you, Ellen,. I have learned from your previous articles to appreciate your insight into the forces affecting the oil markets in these volatile times, especially those large forces from the kingdom of the Sauds.. One more force that you have not mentioned is the squeeze on over-leveraged (or highly leveraged) shale producers that will occur as the Fed raises interest rates. Cheap money has allowed many to over extend.
Oil Overproduction: Time For An Asset Shopping Spree Sep 14, 2015 7:57PM ET
Thank you, Ellen,. I have learned from your previous articles to appreciate your insight into the forces affecting the oil markets in these volatile times, especially those grand forces from the kingdom of the Sauds.. One more force that you have not mentioned is the squeeze on over-leveraged (or highly leveraged) shale producers that will occur as the Fed raises interest rates. Cheap money has allowed many to over extend.