The market is closely watching out for the report as a way of seeing the progress that oil companies and refiners are making in getting their assets back online. |
The market is still very cautious about the damage caused by Hurricane Rita, and they're just digesting new information filtering in about damage to oil rigs in the Gulf of Mexico, |
The market is still very cautious about the damage caused by Hurricane Rita, and they're just digesting new information filtering in about damage to oil rigs in the Gulf of Mexico. |
The market is still worried about Iran. |
The market would be positioning ahead of that deadline. |
The market, again, has been completely surprised on the upside - it completely underestimated the strength of the market. |
The market's been driven up on the concern that gasoline supply could fall leading to the heavy demand period of the summer driving season. |
There is probably a little bit of caution - we could see some profit taking - these prices look pretty heady. |
There's a heightened level of funds coming into the metals in the second quarter. |
There's huge demand. These users are realizing that with such high raw material prices, it makes sense to own some of these assets. |
They've been held hostage to pretty tough operating conditions. You want to be able to deliver good results into current market conditions but they haven't been able to do that. |
They've got to look conservative without missing the boat. The market hangs on every word. |
This company pretty much operated at full tilt in the last quarter. |
This is clearly just posturing, and a helping hand by the Chinese Government to the Chinese Steel Mills, who clearly have their backs against the wall to try and keep contract prices from rising in 2006. |
This is still a pretty good outcome and would lend support to iron ore pricing. The price settlement for lower quality coking coal was better than expected. |