What is the impact of a change in crude oil prices on inflation? Two Thai analysts at TMB bank posted their insights and analysis based on the Thai economy at the Bangkok Post. An interesting article that walks through the framework used for the analysis and makes it possible for us to determine the…Read more
Crude Oil
Crude Oil, Fuel Oil & Diesel Price Volatility update – December 2009
Four images that compare crude oil and refined product volatility over a period of 18 overlapping months starting March ’08 and ending October ’09. The first two show a steep dip in price volatility of Brent and WTI. The next two show a similar decline in Fuel and Diesel Oil but just as sharp…Read more
The Crude Oil Price debate…
An exceedingly well laid out piece on the direction of oil prices on the DesiBackToDesh blog. Reproduced the conclusion here with permission. To answer the directional question on crude oil prices one needs to form a view on the following drivers and the following countries: What is the outlook of the global economy? If you…Read more
Understanding Oil and Energy 101 – US market and drivers
Energy Insights (Analyst note: Written in May 2009, while this article is dated with respect to pricing and inventory levels it is still a great primer on the structure of the underlying market) The primary objective of Global Energy Insights is to provide an overview of the history and current landscape of key energy commodities….Read more
Welcome to Crude Oil Insights
I am not a trader, nor an analyst. Technically speaking, I have only worked for an Investment Bank once in my life and that too on the margin trading and risk management desk. I am good with numbers and while I have done well with Excel, Lotus 123 and Symphony, I am not the distinguished…Read more