Jason Schenker
Jason Schenker
consuming countries energy moving power shocks supply
Geopolitical power is moving from energy consuming countries to the producers. We may see more of these supply shocks in the years ahead.
bringing combined crude drag energy hit low prices shares stock today took volatility
Energy shares took a hit today as crude prices eased. The drag in energy shares, combined with end-of-year low volume, is bringing volatility to the stock markets.
critical cut despite disruption energy event growth haunts likely next oil quite seems slower specter supply today unlikely
OPEC is likely to be a critical event next week. A cut in production, however, seems quite unlikely despite slower fourth-quarter U.S. GDP growth out today and a well-supplied market. The specter of oil supply disruption haunts energy markets.
energy gone prices report since transitory
I don't think the energy prices that have only gone up since this report are some transitory aberration,
energy fears fed hikes increases likely price prove transitory
If energy price increases do not prove to be a transitory blip, inflationary fears are likely to increase and Fed hikes are likely to continue,
due energy following higher last next risk suit upside week
After the PPI bounced last week due to higher energy costs, there is a big risk of the CPI following suit next week. There is significant upside risk there.
energy exposed fear gasoline lines price soft ubiquitous
Near-term energy price spikes, ubiquitous gasoline lines and fear of shortages have exposed the soft underbelly of the U.S. energy complex,
bounce commodity elevated energy fell half last likely march oil prices somewhat
Oil prices fell through the first half of last month, but commodity prices are still somewhat elevated and we're likely to see energy bounce back in the March report.
behavior changing consumer despite energy high hold relatively spending
Despite high energy prices, consumer spending will hold up relatively well. Consumer behavior is not changing a lot.
economic katrina number resilience robust service shown survey wake
The ISM service survey joins a number of economic indicators that have shown robust economic resilience in the wake of Katrina and Rita,
health likely near overall
In the near term, the overall health of inventories is likely to be important.
held prices worries
Prices are being held up by worries about gasoline.
above justify prices production remain tough
If prices remain above 60 dollars, it will be tough for OPEC to justify a production cut.
companies oil profit stand
The companies stand to do some profit because the oil is already there. All they have to do is take it off the ground.