[OilsNotWell]

This is all interesting, for those who want to try to understand the oil market better, especially the OPEC links I found.

1/05 Market Indicators (from OPEC)

This is amazing information. This is from OPEC. Is Saudi Peaking?


If you want to see other months, just change URL slightly to that date form...

like this:

http://www.opec.org/home/Market%20Indic ... 122004.pdf (or MI102004.pdf etc.,)

12/04 Market Indicators

Be sure to compare the forward curves...a major structural change! The long-term expected price of oil has become $24 higher since 2001....


01/04 Market Indicators

01/03 Market Indicators

01/02 Market Indicators

11/01 Market Indicators

Can someone please find a way to combine/present the forward curves to compare them all?

Also, here are some other oil market links:

CGES 12/17/04 Oil Market Report

5/14/04 JPMorgan Commodity Investing Report (Powerpoint Presentation)

9/04 Mees Report (gee, , professor, there's another approach besides the two given...it's called (hush-hush)...peak oil...


Energy Market Trading Basics

The Petroleum Economics Monthly - The Oil Price Increase - Permanent Structural Change or Transitory Bubble? (by P. Verlager-Summary

Gee, this guy thinks it's a bubble because of fund buying...

OPEC's One-Way Option (Verlager)

Some not-so-old information:

Energy Intelligence - 10/04

Some interersting industry thinking:

Global Acquisitions Overview - 12/04 Randall & Dewey

The Price of Oil - Julius Bar (08/04)

This one is interesting because it has a slide entitled: Worldwide Refining Capacity Peaked in 1981!!

Goldman Sachs - Commodities as an Asset Class (2004 Powerpoint Presentation)

You could find much more...just google "WTI Forward Curve"... Enjoy.

[EDIT: Removed superflous exclamations]

[0mar]

This is all interesting, for those who want to try to understand the oil market better, especially the OPEC links I found.

1/05 Market Indicators (from OPEC)

This is amazing information. This is from OPEC. Is Saudi Peaking?

I can only pray that the 400,000 bpd was either their surplus supply or part of the OPEC cut in the beginning of the year. If the Saudis have peaked, peak oil is now.