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Origa

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  • Will OPEC 'Throw In The Towel'? (Part 2) [View article]
    The Saudi can now gain control of US shale oil and make a better deal if they start buying equities in Shale oil companies.

    The US should focus on lifting, gradually, state policy that hinder a stateĀ“s "export" to another state, like California.
    Jul 27, 2015. 03:31 PM | Likes Like |Link to Comment
  • U.S. oil rig count rises by 21 for third gain in four weeks [View news story]
    It is also closer to the earning reports and you have to pay close attention to.

    Hedges
    Production
    Debt

    Those Companies WHO has Cash on hand, they may, after this round of earnings, start M&A or wait to buy until some companies are chapter 11.
    Jul 24, 2015. 02:47 PM | 3 Likes Like |Link to Comment
  • Will OPEC 'Throw In The Towel'? [View article]
    Saudies are ruled by economics, but if they were to reduce crude oil production it will only encourage more

    Green energy.
    Increased iranian crude oil production.
    Increased revenue to ISIS.
    Other new Technologies.
    1000 Rigs in the US in spare production

    The Saudia arabia Cash burn, which is 60 Billion $, they could last 10 years before they would have to borrow more Money.
    Jul 24, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • EIA Petroleum Inventories [View news story]
    It is very interesting to see OPEC production numbers, and it is only Iraq, Saudi Arabia and Nigeria who has increased Crude Oil Production.
    Source OPEC, page 59
    http://bit.ly/1Rv0Dio

    Now going forward,
    The Iraq oil minister has said and asked to lower production etc.
    http://cnnmon.ie/1JyPHqp
    (read the last words of the article)
    http://nyti.ms/1JyPHGF
    http://bit.ly/1JyPHGI

    Saudi Arabia has started to borrow money and it is loosing money, on its tactic against us shale and all the other challenges the country faces.
    http://bit.ly/1JyPFyG
    http://bit.ly/1JyPHGN

    So to conclude today's commodity market is that, it has no value and no one knows what the price should be for a commodity. The losers in this game are the small players, and not just inside the US.


    Jul 22, 2015. 04:27 PM | 2 Likes Like |Link to Comment
  • Crude oil dips below $50 on glut worries [View news story]
    It is all about the quality of the rig spots, that have increased production. When the rig spots are beginning to be depleted, then there will be a production cut.
    Jul 21, 2015. 03:22 PM | Likes Like |Link to Comment
  • Emerald Oil - Reduced Covenant And Pricing Risk Comes At A Cost [View article]
    Do not trust this valuetrap. It has a clear direction to chapter 11, because it has no meaningfull production but plenty of so called good arguments.
    Jul 13, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Slow progress as Europe ministers hand off to leaders' summit on Greece [View news story]
    Greek debt can repayed, as long Greece complete all reform and the creditors allow to use money on a better tax collection and the creditors can get all the money when the interest is zero procent, with a term, that Greece must not borrow money from Russia, China or any other nation, until the debt is 90% of GPD.

    Every part, has to aknowledge that they can set to impossible term with the result of loosing money.
    Jul 12, 2015. 02:48 PM | 2 Likes Like |Link to Comment
  • Iran nuclear talks drag on [View news story]
    While last minuttes talk with Iran is going on, all eyes are on Greece.
    Jul 12, 2015. 09:17 AM | 4 Likes Like |Link to Comment
  • U.S. crude sinks 7.7% to $52.53 in worst day since April [View news story]
    Would that mean, that a
    Greek deal, no Iranian deal and a production cut in SA will be a big bull run in the market?

    I believe so, the lack of news in 24 hours and the US Media gets a frenzy and traders react negatively.
    Jul 6, 2015. 06:05 PM | 2 Likes Like |Link to Comment
  • Petroleum inventory rises in the last week [View news story]
    When looking on crude production, then it has declined or atleast reported, as declining from the 29-April until today.

    Now the oil is beeing hammered down for it, as it looks like that this weekend was to much import and crude production.

    Despite the iranian Oil might very soon return to export. I dont expect it to get sold solely to the US, in fact, the oil glut will make it difficult to sell in a saturated US market.
    Jul 1, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Greece threatens to sue Europe [View news story]
    "Greece will never pay back their debts" that is what greece has been doing for a long time, in fact, when the debt is to high was to devalue the currency and repeat the cycle.

    Now EU is pressing the greek to pay back their debt, and I will support EU to contunue the pressure until accountability and responisble politician will pay back their debt and create a historic event so hard that the world does not forget to pay back the debt.
    Jun 29, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • Greek parliament approves bailout referendum [View news story]
    The stock market reaction tomorrow.

    If this is going to the blue print on how European debt repayment is going to look like, then it sends a dire signal to Portugal, Italy, France and others, then I would say the uncertainty is going to be the rule when the markets open.

    Allowing banks to shut down is bad, that equals sanctions as no nation can export goods to Greece, private companies cannot make payroll or pay their suppliers.
    Jun 28, 2015. 05:32 PM | 1 Like Like |Link to Comment
  • Greek parliament approves bailout referendum [View news story]
    The German government has said, that they will send aid in form of food, medicin, when the last ressource is used in Greece.

    Germany will send aid because the greek people should not suffer from the greek government foolish descicion.
    Jun 28, 2015. 02:57 PM | 1 Like Like |Link to Comment
  • Wait On Oasis Petroleum Until Oil Recovers [View article]
    I like your article, and I think that the shale companies should diversify into refening and thereby ensure stabile income regardless of oil price.

    The outlook for wti oil price is difficult to say, on side, you have increased production especially in Texas, and worldwide.

    On the other hand you have increased military spending and the peace deals around the world is not holding. Decades of peace seems to come to an end, and for US and nato, US shale is the only production who can produce enough oil if the either the Iranian or chinese navy should intercept saudia arabia oil tankers.
    Jun 15, 2015. 04:48 PM | Likes Like |Link to Comment
  • Crunch time for Greece [View news story]
    Greece may default and it is because of the tax heaven Switzerland, and the inaction of EU.
    http://tinyurl.com/qey...

    The results are that the those who pay to the bank, regardless of which, will have to pay for the banks loss.

    So tax heaven are sharing the wealth while the rest of the world will pay more in interest rate, etc.
    May 31, 2015. 05:25 PM | 2 Likes Like |Link to Comment
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