ROHÖL BRENT WKN: 967740 ISIN: XC0009677409 Forum: Rohstoffe Thema: Hauptdiskussion

Watch out for volatility - Two macro drivers spell volatility: The end game for absorbing this vast supply of government debt is likely to be accumulation via central bank balance sheets (i.e. some form of further quantitative easing albeit with a different name tag). But monetary easing against a backdrop of stubborn inflation pressures is the policy equivalent of walking a tightrope. The impact of rising energy prices on inflation adds an unpleasant crosswind. It may take a bout of disorderly markets to induce central banks to step in. And the policy response may be far from smooth. Watch out for a volatile couple of years across both financial & commodity markets. https://timera-energy.com/two-macro-drivers-spell-volatility/

Opec World Oil Outlook 2045: Global primary energy demand to increase by 23% to 2045, driven by non-OECD. Oil demand shows strong medium-term growth; long-term oil demand rises to 116 mb/d by 2045 https://woo.opec.org/index.php

For Oil, It’s Not 1973 Again – But It Could Still Turn Ugly. Crude prices are likely to rise after the surprise Hamas attack on Israel. https://www.bloomberg.com/opinion/articles/2023-10-07/hamas-attack-on-israel-for-oil-it-s-not-1973-but-it-could-still-turn-ugly

Saudi Arabia announces oil production cuts for November and December https://arab.news/mtegw

Die OPEC+ hält den Kurs auch wenn die CTAs heute abverkauft haben: OPEC+ panel holds oil policy steady as Saudi, Russia keep cuts https://www.zawya.com/en/markets/commodities/opec-panel-holds-oil-policy-steady-as-saudi-keeps-oil-cuts-hliguf01

Crazy was heute passiert ist

Sauber 👏

https://www.shareribs.com/rohstoffe/oel-und-gas/news/article/jp_morgan_erwartet_super_zyklus_bei_energie_id114852.html

Russia’s Crude Oil Exports Drop Amid Terminal Maintenance: Due to port maintenance works, Russian crude oil exports by sea dipped by around 100,000 barrels per day (bpd) https://oilprice.com/Latest-Energy-News/World-News/Russias-Crude-Oil-Exports-Drop-Amid-Terminal-Maintenance.html

Erdölpreise weiter gestiegen: In dieser Woche hatten die Erdölpreise die höchsten Stände seit zehn Monaten markiert. Auch am Freitag haben die Ölpreise nochmals zugelegt. Der Brent-Preis war auf mehr als 95 Dollar gestiegen. Hauptgrund ist das knappe Angebot https://www.cash.ch/news/top-news/erdolpreise-weiter-gestiegen-640102

Saudi Arabia's oil production at two-year low. Crude oil futures rise as Russia bans gasoline, diesel exports: "With diesel supplies tight and with Saudi Arabia and Russia using their energy dominance to respond to consuming nations using their reserves to try to control prices, it is now starting to take its toll as global oil inventories tighten," https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/092223-crude-oil-futures-rise-as-russia-bans-gasoline-diesel-exports

Goldman Sachs Predicts $100 Oil As Renewable Transition Falters https://oilprice.com/Energy/Energy-General/Goldman-Sachs-Predicts-100-Oil-As-Renewable-Transition-Falters.html JPMorgan Analyst Sees Energy Supercycle With Oil As High As $150 https://oilprice.com/Latest-Energy-News/World-News/JPMorgan-Analyst-Sees-Energy-Supercycle-With-Oil-As-High-As-150.html Goldman Sucks... https://themessenger.com/business/former-goldman-sachs-traders-get-rich-betting-that-the-world-cant-stop-burning-coal

Hedge Funds Are Sold On $100 Oil: Money managers are placing the most bullish wagers in more than a year, with many betting that oil prices will soon pass $100 a barrel https://oilprice.com/Latest-Energy-News/World-News/Hedge-Funds-Are-Sold-On-100-Oil.html

Da wird der Preis steigen…. Dann auch noch vor der Heizperiode… 🤔

Oil, Cracks Soar After Russia Bans Diesel, Gasoline Exports: In northwest Europe, the premium of benchmark diesel futures to crude oil — known as the ICE Gasoil crack — soared sharply, topping $37 a barrel, and on pace to the highest level of the year. https://www.zerohedge.com/commodities/oil-cracks-soar-after-russia-bans-diesel-gasoline-exports