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+--- Thread: PPS's Big Problem Getting Better? (/showthread.php?tid=9466)
PPS's Big Problem Getting Better? - Putncalls - 12-11-2015
The oil supply imbalance went from +1.8million to +1.3million last month. production declined by 190,000 demand increased by 320,000 BPD
http://finance.yahoo.com/news/suggests-oil-price-recovery-might-173817420.html
RE: PPS's Big Problem Getting Better? - jft310 - 12-11-2015
The oil price cycles . Over reacts both ways . Like a pendulum . Close to a swing back up next few months .
We care about 2021 not today .
RE: PPS's Big Problem Getting Better? - Putncalls - 12-11-2015
LNG market expected to keep growing twice as fast as NG (5%/YR). Another 150 MT/YR needed by 2020. My note is that there are only 130MT/YR under development.
http://www.downstreamtoday.com/news/article.aspx?a_id=50203&AspxAutoDetectCookieSupport=1
RE: PPS's Big Problem Getting Better? - jft310 - 12-13-2015
Puts-excellent article thanks .