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Oil Price - July 20

Posted: Thu Jul 20, 2017 7:52 pm
by dan_s
Crude futures settled lower on Thursday, as uncertainty ahead of the Opec meeting next week offset recent data showing a drop in U.S. crude stockpiles for the third-straight week. There is strong resistance at $47.50.

Investors remained uncertain as to whether Opec will introduce additional measures to curb the recent growth in supply, with a production cap for both Libya and Nigeria touted as a possible course of action. In recent months both Libya and Nigeria, two countries exempt from the current output cuts, ramped up production, adding to the glut in supply, which has pressured prices for more than three years.

Some Opec members, however, appeared reluctant to introduce further measures to curb supply, insisting that it’s too early to determine whether the current level of production cuts need to be deepened. "We are in the first two weeks of the extension period. It is too early to say now what I will do in November," Kuwait's oil minister Essam al-Marzouq said on Tuesday.

In May, Opec and non-Opec members agreed to extend production cuts of 1.8m bpd for a period of nine months until March but rising production from the U.S., Nigeria and Libya has undermined the cartel’s efforts to curb excess supply.

Also adding to the supply glut was a drop in the Opec’s compliance rate - with the deal curb production - to 78% in June , the lowest rate during the first six months of the agreement," the IEA said in its report earlier during the month.

Meanwhile, market participants are expected to monitor Baker Hughes rig count for any signs of an increase in drilling activity, after rig numbers slowed in recent weeks.

Re: Oil Price - July 20

Posted: Thu Jul 20, 2017 7:56 pm
by dan_s
Demand for oil exceeds supply and we should see OECD inventories drop big in the 3rd quarter.

U.S. natural gas market will be MUCH TIGHTER by the time winter heating season begins.

Re: Oil Price - July 20

Posted: Thu Jul 20, 2017 7:59 pm
by dan_s
The Trump administration is mulling over sanctions against senior Venezuelan government officials, and additional measures could include sanctions against the country’s oil industry, such as halting imports into the U.S., according to senior Washington officials who spoke to media.
Read: http://www.zerohedge.com/news/2017-07-2 ... -venezuela

Why is this a big deal? Venezuela is the third-largest oil exporter to the US, with the daily rate of imports for the week to July 7 at 823,000 barrels, according to the EIA, about 30,000 bpd less than Saudi Arabia’s daily exports to the U.S.