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We provide independent advisory services that evaluate commodity price trend shifts, price volatility, Sentiment, industry activity shifts, and opportunities and threats in the oil and gas industry for producers, the service sector, the investment community, and consumers of crude and refined petroleum and natural gas products. A linkage between the timing of these events and key strategic and operational decisions can be made through the use of our proprietary reports and timing tools. We add value to the client through enhancing the information for key decisions around growth, cost reduction, value preservation, and cycle time reduction.
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Timing Is Everything
Having the right strategy is business critical to the success of any company. However, pulling the trigger at the wrong time can destroy value.
Your outlook for crude oil and natural gas supply, demand, and prices will shape the decisions and timing that impacts the future of your company or your investment – should we buy now, sell now, hedge, lever up the balance sheet, weight toward oil or gas? Come and hear SBM’s outlook for where the opportunities and threats will occur over the next year. Tuesday, June 22, 2010 7:30 – 9:15 a.m. Breakfast Seminar Main Dining Room, The Bow Valley Club RSVP: Duncan Robertson – Duncan@commoditycycle.com by Friday, June 18th
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Conventional Crude Oil
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Weekly Update
July 29, 2010
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Watching PADD II Inventories Climb
PADD II inventories are well above any recent highs, and seem to be showing little inclination to stop climbing (chart 808).
Surging Canadian exports and limited consumer demand for oil products are conspiring to drive these stocks higher. PADD II refiners should be about.....
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Natural Gas
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Weekly Update
July 29, 2010
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Regulations Heating Up
Not only is the weather very hot, but the regulatory atmosphere is also heating up and it will favour natural gas longer term.
Environmental regulations related to SOX, NOX, and mercury are looming closer. Even if there is no deal in Congress, the EPA is moving forward (supported by court orders) to bring in new standards by March 2011 and start implementation by November 2011.....
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Chart of Interest
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Significance
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The U.S. Dollar - Where To From Here The U.S. dollar represents a gauge measuring the markets’ move toward high return/higher risk ($US falling) or risk aversion ($US rising). Longer term, we expect the U.S. dollar to continue its downward trend as the U.S. government issues massive amounts of new debt. However, in the short term, the dollar was rising as risk aversion grew. A major spike in the $US could cause a lot of commodity selling as speculators are leveraged to the long commodities/short $US trades. Uncertainty in the Euro zone had moved the U.S. dollar higher of late. The U.S. Dollar Index is a weighted gauge against the Euro, Yen, Pound, and three other currencies.
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