SPECIAL REPORT
| November 24, 2009
That Time of Year 091124
Please find attached the latest issue of the LCM Research Special Report: That Time of Year 2010 commodity index rebalancing and implications for ETFs Executive Summary: We find that, as a proportion of futures open interest, the largest reallocations from the January rebalancing of the major commodity indices (the S&P Goldman Sachs Commodity Index and the Dow Jones- UBS Commodity Index) will occur for copper and nickel on the downside and natural gas, lean hogs and corn on the upside.....
SPECIAL REPORT
| November 17, 2009
Iran Tightens its Own Screws
Please find attached the latest issue of The Week Ahead" Iran tightens its own screws This week’s IAEA report likely to bring more US unilateral and potentially multinational sanctions.
SPECIAL REPORT
| November 17, 2009
LCM OIL: In and Out of Africa
Africa and the companies that are best positioned to take advantage as oil majors and energy hungry nations look to invest and explore more M&A in that continent. Sub Saharan Africa lies at the heart of new and unconventional drilling discoveries. Combined reserves in Sub-Saharan Africa and Brazil have nearly doubled to over 75.5bl barrels after 1995 while production has grown 60% to 9.38m b/d over that period. Because of several recent discoveries in Africa oil production there will continu… .......
SPECIAL REPORT
| November 09, 2009
Where Has All the Oil Gone?
Please find attached the latest issue of The Week Ahead. Where has all the oil gone? US oil crude oil import declines create a critical puzzle: are barrels missing? or markets tightening? THE PRECIPITOUS FALL IN US CRUDE OIL IMPORTS FROM 9.8M B/D IN EARLY SEPTEMBER TO 8.1M B/D LAST WEEK IS POSING AN INTRIGUING ISSUE THAT’S NOT LIKELY TO BE RESOLVED SOON . If anything, the puzzle might become even more difficult to solve as the decline in refiner appetit.....
SPECIAL REPORT
| November 05, 2009
A Need to Re-Adjust: Rethinking peak seasonal natural gas demand
Please find attached the latest LCM Special Report: A need to re-adjust Rethinking peak seasonal natural gas demand This report examines how to apply lessons from last winter to better projecting natural gas demand during this heating season.
SPECIAL REPORT
| October 26, 2009
Capturing the Breakouts
Please find attached the latest issue of The Week Ahead. Regards, h1. Capturing the Breakouts h2. When might the rule book return to play in a commodity price surge divorced from fundamentals? SCRATCH AN OIL EXECUTIVE AND YOU’LL FIND SOMEONE CONVINCED THAT CHANGING SUPPLY VS. DEMAND AND INVENTORY BALANCES ARE RESPONSIBLE FOR THE RECENT PRICE SURGE SINCE LABOR DAY . And there are plenty of prominent oil market analysts ready and willing to len.....
DATA INSIGHT
| October 13, 2009
Not Just Hot Air
Please find attached the latest issue of Data Insight, Not just hot air Alternative Fuels Taking off in Airline Sector THIS WEEK MARKED THE FIRST FLIGHT NEARLY FULLY POWERED BY NATURAL GAS - BASED FUEL when Qatar Airways carried passengers from Gatwick Airport in London to Doha, Qatar on Monday. The fuel – a jet fuel lookalike – was supplied by Shell and was a 50-50 blend of synthetic jet fuel made via Shell’s gas-to-liquids process and conventional refined product. .....
DATA INSIGHT
| October 07, 2009
Where the Natgas Rigs Are: The new landscape of US gas drilling
Please find attached the latest LCM Data Insight, a survey of how US natural gas drilling has changed over the past year. Where the Natgas Rigs Are The new landscape of US gas drilling
SPECIAL REPORT
| October 05, 2009
LCM Quarterly -- Seeking a Breakout: Challenging markets test investor strategies
Please find attached the latest LCM Quarterly Report for Sep/Oct, 2009, including our 2010 oil market outlook distributed earlier this morning. The executive summary is below. Seeking a breakout Challenging markets test investor strategies THE STEROID ECONOMY ( DANIEL P. AHN ). Headline GFP growth not only in China, but also in the US and core European economies, France and Germany, are expected to continue to power over consensus expectations. They should therefore likely cont.....
SPECIAL REPORT
| October 05, 2009
Fundamentals or Flows? Sorting trhough oil market signals for 2010
Please find attached the latest LCM Week Ahead. Fundamentals or flows? Sorting through oil market signals for 2010