Chinese whispers

Published at 11:44 9 Oct 2017 by

The lurch in positioning from max-bearish to max-bullish in the span of just a few weeks has once again taken a toll on oil prices, even though time spreads have held up remarkably well. The market is terrified of a repeat of H1 17 despite fundamentals being far more compelling today.Fears around th…

Log in to download

Other Perspectives publications

Taking a break

Published 1 day ago

2017-10-16 Oil - Perspectives - Taking a break cover

The pace of drawdown in global stockdraws has slowed in recent weeks, driven by a slowdown in dem..

Read more

Singapore sling

Published 2 weeks ago

2017-10-02 Oil - Perspectives - Singapore sling cover

The mood at the APPEC gathering in Singapore was far more upbeat than in the past few years. The..

Read more


Published 3 weeks ago

2017-09-25 Oil - Perspectives - Checkmate cover

The uniformity of strength in cash crude grades (with the sole exception of Urals) around the wor..

Read more

Backwardation’s back, alright

Published 4 weeks ago

2017-09-18 Oil - Perspectives - Backwardation’s back, alright cover

As the entire Brent curve tilts towards backwardation, proof that the oil market is rebalancing i..

Read more