Search results

  1. ogarbitrage

    Contango is back

    Med Crude-Urals steady, swaps weaker on expected export jump Middle East Crude-Qatari oil slumps into wide discount Commodities traders' costs soar with Swiss franc's leap I am curious how this move in CHF will affect the physical volume of cargoes. My initial thought is that more...
  2. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    Singapore cracking margins peak to two-year highs on firm HSFO, naphtha Falling crude and tanker demand for bunkers (HSFO) has lifted fuel oil cracks globally the last few weeks. Bunker cracks are strong in Singapore, Rotterdam, and USGC:
  3. ogarbitrage

    Contango is back

    Thanks bone, I appreciate that.
  4. ogarbitrage

    Contango is back

    UPDATE 6-Oil prices steady below $49 as forecasters see more falls Iraq plans to boost southern oil exports to record high in Feb - trade
  5. ogarbitrage

    Contango is back

    Podcast: Floating storage opportunities emerge amid widening ICE Brent contango
  6. ogarbitrage

    Contango is back

    North Dakota monthly crude production hits new high in Nov; rig count falls
  7. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    Pareto raises VLCC view
  8. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    From Fearnleys Weekly:
  9. ogarbitrage

    Contango is back

    Benchmark for North Dakota sweet crude slips below $30/barrel
  10. ogarbitrage

    Hall- $40 Floor Price, Attractive Trading Opportunities

    I think Hall has lost his edge.
  11. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    Traders take supertankers for likely crude storage of up to 45 mil barrels 3.5% of the global VLCC fleet now off the market.
  12. ogarbitrage

    Who Really Benefits from Swaps, the Broker or the Trader?

    A swap is like any other asset. The trader has profit or loss potential. The broker makes a commission. The market maker makes the spread.
  13. ogarbitrage

    A Wheat and a Sugar Spread

    bone, how much emphasis do you give to fundamentals if you were to enter, say, an old/new crop spread of some kind?
  14. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    Good choice. I am concentrated in the May as well because the Feb options expire before their earnings call.
  15. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    I am adding more stock and calls. Bought some Jans expecting a retrace tomorrow.
  16. ogarbitrage

    Contango is back

    I've never seen Novo this busy. Russia sure is pumping. Med Crude-Urals steady as Med exports disrupted
  17. ogarbitrage

    Contango is back

    Iraq's oil competition expands with Saudi Arabia
  18. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    Current vessel prices rising 5- and 10-year VLCC and Suezmax weekly prices on the run-up
  19. ogarbitrage

    Contango is back

    Singapore gasoline contango spread sinks to 6-year low, boosts storage incentive
  20. ogarbitrage

    Frontline (FRO) - Can anyone make a bearish case?

    To compliment the above: VLCCs used for storing crude could soon make their reappearance
Back
Top