By: rael on Venerdì 06 Agosto 2004 21:00
Potrebbe anche essere che se non sia zuppa, è pan bagnato: se non è un aumento della domanda sarà una diminuzione dell'offerta!
Ieri questo post di Edmonds che segue l'energia su RealMoney mi sembrava pieno di buon senso:
"Crude is up big -- $1.34 to $44.17 -- as the Russian court "changed its mind" on the Yukos asset freeze again questioning the future of Yukos production.
Logic keeps telling me this brinksmanship will work itself out, but another step backward that further threatens production and oil could easily spike to $50.
More importantly -- this is a classic example of what I keep talking about -- supply is so tight that any development that leads to perceptions of supply disruptions will lead to price strength... With OPEC saying 1-1.5 million is all they have left in spare capacity, there is little margin for error.
And, there are plenty of places errors can occur -- Nigeria, Venezuela, Iraq, Saudi Arabia, Russia, Mexico, Norway (labor) and even the Gulf of Mexico (tropical weather). We've been pretty lucky so far... Watch carefully because, as Yukos this morning shows, every potential barrel matters."