Alexandre Kervinio
Alexandre Kervinio
buying focus market
The market is well supplied. But the market has been buying in the dips. The focus is on geopolitics.
iranian market people quite situation stay
People know the Iranian situation will stay in the market for quite some time.
aware concern couple gasoline main market operators reflect summer supply tight weeks
Market operators are aware that the gasoline market will be tight this summer because of the specification changes. The main concern a couple weeks ago was that supply was more than plentiful, but when you look at gasoline stockpiles, they don't reflect the gasoline that will actually be used in summer.
demand good iran nigeria oil situation strong top
Brent is very strong on the back of good demand in Asia, and on top of that you have the Nigeria situation. We still don't know the implications of the Iran situation for the oil market.
asset continue economic expected funds growth last
The funds see economic growth is expected to continue and over the last two years, commodities have outperformed every other asset class.
asset economic expected funds growth last
The funds see economic growth is expected to continue, and over the last two years commodities have outperformed every other asset class.
demand goes level remains stocks weighs
Even if demand goes up, the level of stocks remains very high, which weighs on prices.
building definitely second supplies trend
Fundamentals right now are bearish. Supplies are building really quickly. The trend is definitely to be lower, at least going into the second quarter.