SPECIAL REPORT
| October 01, 2009
Fundamentally Ironic: Big natural gas price swings undermining themselves as injection season closes
Please find attached the latest LCM Special Report. Fundamentally ironic Big natural gas price swings undermining themselves as injection season closes
SPECIAL REPORT
| September 21, 2009
Autumnal Equinox 092109
Please find attached the latest issue of The Week Ahead: Autumnal Equinox: Are markets half-empty or half-full? Are prices moving in any particular direction? Regards, Daniel Ahn Director of Macroeconomic Research Louis Capital Markets 500 Fifth Avenue, Suite #2010 New York, NY 10110 Direct Line: +1 (212) 651-3198 Main Number: +1 (212) 398-6000 Mobile: +1 (646) 256-9674 AIM : danielpahn
SPECIAL REPORT
| September 17, 2009
Immaculate Misconceptions: Though ripe for an early-winter bounce, natural gas weakness should persist into 2010
Please find attached LCM’s preview of the winter and 2010 US natural gas market: Immaculate misconceptions Though ripe for an early-winter bounce, natural gas weakness should persist into 2010
SPECIAL REPORT
| September 14, 2009
The Continuing Drag of Dead Oil
Please find attached the latest issue of The Week Ahead. The Continuing Drag of Dead Oil Logistics requirements look likely to tighten Q4 crud oil, commercial balances… a bit
SPECIAL REPORT
| September 07, 2009
OPEC Ostrich
OPEC Ostrich Confronting any unknown future is particularly difficult right now THE BEST COURSE OF ACTION – AND THEREFORE THE MOST LIKELY – WHEN OPEC MEETS IN VIENNA THIS WEDNESDAY/THURSDAY –IS TO DO NOTHING. That means rolling over the current production agreement and waiting to see what happens. Even with prices falling from a $70-75 range over the past week to a range within the $60s, the producers are overall happy that prices, which averaged $38.60 for the OPEC basket last December, are… .......
DATA INSIGHT
| September 04, 2009
Party like it's 1999
Please find attached the latest issue of LCM Commodities Data Insight. Regards, Daniel Ahn
SPECIAL REPORT
| August 31, 2009
Wake Me Up When September Ends
Please find attached the latest LCM Week Ahead: Wake Me Up When September Ends Even with no hurricane, September demand will disappoint…except on misleading y-o-y basis
SPECIAL REPORT
| August 28, 2009
Russian Re-ducts: New pipelines, new energy plans, new growth commitments promise rising output, exports
Please find attached our latest Special Report: Russian Re-ducts New pipelines, new energy plans, new growth commitments promise rising output, exports
SPECIAL REPORT
| August 27, 2009
U-V Lighting Up
While global oil fundamentals have thus far provided\nlimited evidence to support higher prices, there’s growing\nevidence that distillate demand could pick up sharply with a rebound in economic activity. We have been arguing for most of this year that analysts pointing to a V-shaped recovery in demand for oil products later this year or early next year are mistaken if they posit a return to strong demand growth similar to what took place in the middle part of this decade, when the conventi… .......
SPECIAL REPORT
| August 25, 2009
Low and Behold
Low and Behold Making the Most of Cheap Oil Ed Morse’s article, “Low and Behold: Making the Most of Cheap Oil,” was featured in the September/October issue of Foreign Affairs . Dr. Morse explores the drivers behind the low oil price environment and US options for using policy to shape the geopolitics of energy within that context. We have attached a complimentary copy of his Foreign Affairs article.