Monthly Archives: July 2014

The opportunities on Coal price

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July 31, 2014 · 9:34 pm

Brent WTI Spread change due to Contango effect in front months

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July 30, 2014 · 6:57 pm

Brent euro denominator in opposite movement

Forex trend in opposite of Brent driving oil more expensive for Europe than if euro appreciated.

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Brent Contango in Front months and than back to backwardation

It’s a long time to see Brent forward curve to change to Contango in the front months and than back to backwardation while WTI firmly in backwardation increase the spread. Asian refineries turn to Atlantic crude while the US exportation discussion still open increase the prompt excess supply. Will this last for a month?

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Significant drop in the Greek 10y Bond YTM from previous levels of > 6% the relevant Turkish at 8,57%

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July 29, 2014 · 5:12 pm

Interesting Short Term Underperformance of IG

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July 29, 2014 · 5:05 pm

What we wrote for Brent Contango and what Platts said

http://wp.me/p2N4RV-87

http://blogs.platts.com/2014/07/24/brent-futures-curve/?WT.mc_id=EnergyBulletin_AllCommodity_Campaign_072814&WT.tsrc=Eloqua

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