October Oil Market Analysis – Commodity Research Group

32:50
 
Share
 

This series is archived ("HTTP Redirect" status)

Please note series archiving is a new, experimental, feature of Player FM with the aim of helping users understand how we fetch series and report on any issues.

Replaced by: www.ektinteractive.com

When? This feed was archived on November 16, 2017 09:38 (). Last successful fetch was on November 09, 2017 03:01 ()

Why? HTTP Redirect status. The feed permanently redirected to another series.

What now? If you were subscribed to this series when it was replaced, you will now be subscribed to the replacement series. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 189110546 series 170374
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.

Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies.

In this podcast, oil market experts Andrew Lebow and Jim Colburn discuss key fundamental forces driving oil prices in both the futures and options markets.


Topics and Time Stamps:

[01:30] Crude oil exports – WTI/Brent Arb – Effects of Hurricane Harvey

[07:50] Product exports and refinery restarts

[09:35] Turnarounds delayed – Cracks strong

[10:30] Distillate inventories low – Market is long

[15:30] IEA and fund length

[17:50] China demand remains strong

[19:40] OPEC outlook

[21:30] Rebalancing and days supply

[22:50] Options: $60 call and spread options

[29:00] Price forecast – Expect range to continue


About the Experts

Andrew Lebow

Andrew Lebow - Commodity Research GroupAndrew Lebow has been involved in the energy derivative area since 1980. He began his career with Shearson Lehman Brothers where he worked in the initial formulation and marketing of the NYMEX WTI crude contract in 1983 as well as the NYMEX gasoline contract in 1985.

Mr. Lebow has appeared before the State Government of Alaska as well as the State Department of Defense to discuss hedging techniques. Mr. Lebow is also well known as a market analyst and is quoted frequently in the financial press. He has appeared on television on CNBC, NBC, CNN, CBS, and PBS. Mr. Lebow holds a BA from Lafayette College and an MBA from the Kellogg School of Management at Northwestern University.

James Colburn

jim colburnJim Colburn is a futures and options professional with 30 years of wide ranging experience in commodity markets. For much of his career, at Man Financial (1989-2011) and Jefferies LLC (2012-2013), Mr. Colburn worked with major integrated oil companies, hedge funds, pension funds and other entities to develop market hedging and trading strategies.

He has conducted trading, hedging and risk management workshops in energy markets worldwide.

Mr. Colburn is a published author on options trading, hedging, market making and risk management. In 1986, while at the New York Mercantile Exchange, Mr. Colburn helped develop new markets in energy option contracts by educating the oil industry, banks, floor traders and brokers, worldwide.


Links:

Commodity Research Group

Commodity Research Group Podcast

EIA.gov

OPEC.org


Sponsors:

EKT Interactive Oil and Gas Podcast Network

Oil 101 A Free Online Introduction to the Oil and Gas Industry


The post October Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

130 episodes available. A new episode about every 5 days averaging 15 mins duration .