Macro Voices Energy Week

This week’s panel: Anas Alhajji, Joe McMonigle and Patricia Hemsworth

• Dr. Anas Alhajji on the tanker attacks and who might have been responsible
• Pat Hemsworth on the marked changes in forward curves and open interest in recent weeks
• Joe McMonigle on the OPEC+ meeting
• Group discussion on tanker attacks, who benefits, who could have been responsible
• Group discussion on OPEC+, G20, FOMC, and China Trade
• Outlook for the week ahead from all panelists

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This week’s panel: Commercial broker Pat Hemsworth, former regulator Chris Cook, and petroleum geologist Art Berman

• How can natural gas be in backwardation (Jul-Aug’19) in the summertime, when contango is the norm?
•  The energy price sell-off has continued even as the stock market has mostly recovered. What’s next for energy prices?

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart

• Dr. Anas Alhajji on deteriorating U.S. data quality
• Tracy Shuchart on crude oil spread trades
• Art Berman on refined product consumption & storage
• The sea change of sentiment in energy markets & what’s driving it
• Iran, Saudi Arabia & Venezuela: A deeper look at their options
• Will OPEC ever stop pricing oil in USD?
• Upcoming OPEC+ meeting and its significance

We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.

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This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. 

• There’s been a disturbance in the force! (market roller-coaster ride)
• Is this about energy fundamentals or the stock market driving energy market direction?
• Where is the market headed from here?
• Iran military conflict scenario: Is it really bullish for oil prices?
• Signposts to watch in the week ahead

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This week's panelists: Art Berman, Anas Alhajji and Patricia Hemsworth

• Anas Alhajji on pricing oil in USD vs. other currencies
• Pat Hemsworth on finished product inventories as refinery maintenance season winds downTopic 3
• Art Berman on sustainability/growth of U.S. shale production
• Iran/Geopolitical Risk Update
• Why are front-month oil prices trading flat-to-down even as backwardation steepens in forward curves?
• Brent-WTI Spread: What’s driving it to such a wide discount ($9.49 as of today’s close), and what comes next?

Supporting Materials for Download

Art Berman Chartbook

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This week's panelists: Joe McMonigle, Chris Cook and Tracy Shuchart.

• Joe McMonigle weighs in on OPEC/JMMC meeting outlook
• Tracy Shuchart on OPEX and contract roll
• Chris Cook on forward curves
• Group discussion on Geopolitics (Game of drones / Saudi Tanker attacks, Iran Sanctions, Venezuela, China trade war)
• Group discussion on bull/bear arguments and crude oil price outlook

Supporting Materials for Download

Tracy Shuchart Chartbook

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The inaugural episode of MacroVoices ENERGY WEEK featuring panelists Art Berman, Anas Alhajjii and Patricia Hemsworth.

• Topic 1: Glut or crisis on the horizon? 
• Topic 2: Crude Quality Matters.

Supporting Materials for Download

 Art Berman Chartbook

 Anas Alhajji Chartbook

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