Fadel Gheit
Fadel Gheit
cold event market tight
We could see the market getting tight in the event that we have a really cold winter.
created empty foot higher iraq measures moving necessary panic plenty prepared prices reading situation stops threats
We created a panic situation by reading too much into the empty threats, and when these threats started moving prices higher in anticipation, then the U.S. put its foot down and said even if Iraq stops world export, we are prepared to take all the necessary measures to make sure there is plenty of supply.
huge printing second
We think they're going to do a huge, huge second quarter. They're printing money, basically.
iraqi likely lower oil prices resolution until
We're not likely to see oil prices going lower until there's resolution on the Iraqi front,
insulated rest
We are not insulated from the rest of the world, like it or not.
driving everybody gas people prices rise south talked
When gas prices rise then discretionary driving is curtailed, ... People will think twice. I was just down south and everybody I talked to was carpooling.
driving everybody gas people prices rise south talked
When gas prices rise then discretionary driving is curtailed. People will think twice. I was just down south and everybody I talked to was carpooling.
iran prices resolved unless until
Until and unless the stalemate with Iran is resolved one way or the other, I think we're going to see prices higher.
company hitting
We are only scratching the surface. In my view, this company is hitting on all cylinders.
companies cuts job merge option seek
The only option for these companies is to merge and seek yet more job cuts and savings.
movies perfect rally watching
This rally is the perfect storm. It's surreal, it's like watching a movie.
believe buy downside given greater lack lower oil potential prices risk spare strong supply tight upside
We reiterate our buy rating, as we believe the upside potential is greater than the downside risk from sharply lower oil prices given the strong demand, tight supply and lack of spare capacity.
crude giving lack patient problem wrong
We're giving the patient the wrong medicine. The problem is not the lack of crude oil.
demand few given last preview scare
We've given them enough of a scare the last few days, a preview of things to come when demand is not strong,