Dariusz Kowalczyk
Dariusz Kowalczyk
disruption effect energy europe factor including oil potential rather russia situation supply ukraine
The situation between Russia and Ukraine is a rather (supportive) factor for oil ... as the potential for (gas) supply disruption in Europe is having a correlating effect on other energy commodities including oil.
market oil supply
Right now the market supply for oil is tight.
gasoline prices pulled rose
Gasoline prices rose and pulled everything else higher.
expected last prices week
This being the last day of the week I expected prices to come down on profit-taking.
builds increasing iranian market premium price risk situation
The Iranian situation is increasing the geopolitical risk premium that the market builds into the price of oil.
clear country decision iran mostly refer regarding security situation
I think it's mostly the uncertainty regarding the situation in Iran and the very clear decision of the IAEA to refer the country to the UN Security Council.
likely nigeria prices remain rise situation volatile
The situation in Nigeria is likely to remain volatile for some time. Prices should rise because of disruptions in supply.
demand outlook related
Fundamentally we should go down because of the demand outlook related to weather.
crude oil report seems
The report was a big surprise. Crude oil seems very ample.
afraid events market moving seem
The events seem to be moving into a confrontation and the market is afraid what it will do to supply.
allowed appreciate exchange exports growth hurting means prices producer rate slower
Slower growth in producer prices makes China's exports more competitive, which means the nominal exchange rate can be allowed to appreciate without hurting exporters.
add crude cut demand
Typically, second-quarter demand for crude usually declines, so if OPEC doesn't cut supplies, it will add to the already bearish fundamentals.
add crude cut declines demand quarter second
Typically second quarter demand for crude usually declines so if OPEC doesn't cut supplies, it will add to the already bearish fundamentals.
build data expect five inventory million prices range retreat six
We should see a retreat in prices after the US inventory data is released. That's because I expect a significant build in crude, in the range of five to six million barrels.