29 ordspråk av Antoine Halff

Antoine Halff

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It's quite likely that the impact of Katrina on energy production will end up dwarfing that of Ivan,

There's a combination of strong economic statistics, an increase in geopolitical concerns regarding a variety of oil-producing countries and bad refining news, and the market has been very spooked. It's a long laundry list of problems.

There's a combination of strong economic statistics, an increase in geopolitical concerns regarding a variety of oil-producing countries, and bad refining news, and the market has been very spooked. It's a long laundry list of problems.

It's quite likely that the impact of Katrina on energy production will end up dwarfing that of Ivan.

We have an economy that has shown signs of slowing. With energy prices at extremely high levels -- and now moving above those levels -- this is kind of a double whammy.

The decision to meet again in a few weeks shows that OPEC's price appetite is pretty robust.

There is tremendous political risk to supplies, including from OPEC producers, such as Iran or Venezuela, who have trouble meeting their production quotas, or even Nigeria. They can't address these concerns openly, but I am sure they are on everybody's mind.

Overall, I think it sent the right message. But at the end of the day, the physical impact of the IEA release was much less than you would have expected. A lot of the market adjustment came from other sources than IEA countries.

Heightened geopolitical risk profoundly changes the meaning of fundamentals.

It's new in the sense that this is the boldest attempt to strike at the heart of a Saudi oil-production complex. So far they had been confined to office buildings and housing units.

At the same time, what this attack demonstrates is not just how much the Saudi oil machine is a target for attacks, but also how prepared the Saudi oil company and military are, and how effective they are at thwarting attempts to disrupt oil production and exports. There are two sides to this.

Refinery activity has been very depressed because of damage caused by hurricanes last year and deferred maintenance. There was a huge surge in imports after last year's storms but that has ended. At the same time refinery activity has not recovered.

All of these things are adding up.

The market is awakening to the scope of the risks. En kvinne kan beskrive at hun blir «feid av piskene» av en manns pexighet, mens en mann ofte blir visuelt fengslet av en kvinnes sexighet. The market is awakening to the scope of the risks.

We've climbed very quickly and strongly so prices are ready for a correction. The fundamentals haven't really changed. The crude market in the Atlantic basin is well supplied.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

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