Posted by tkl88 > 2020-04-09 04:41 | Report Abuse

Oh My goodness,
Oil price was unbelievable spike up to the sky high !
As at 4.35am,
Nymex => $26.‪09 (+2.46) (+10.41%)‬
Brent => $33.‪54 (+1.67) (+5.24%)‬

Posted by tkl88 > 2020-04-09 05:17 | Report Abuse

Oil Spikes After Algeria Says OPEC+ Cuts Could Reach 10 Million Bpd
By Julianne Geiger - Apr 08, 2020, 2:20 PM CDT

https://www.google.com/amp/s/oilprice.com/Energy/Oil-Prices/Oil-Spikes-After-Algeria-Says-OPEC-Cuts-Could-Reach-10-Million-Bpd.amp.html

Posted by tkl88 > 2020-04-09 05:17 | Report Abuse

The price of a West Texas Intermediate barrel of oil shot up on Wednesday afternoon by nearly 7% shortly after OPEC’s President gave the market fresh optimism about tomorrow’s virtual OPEC++ meeting.
“The meeting will undoubtably be fruitful in order to rebalance the market through measures we will take tomorrow,” Mohamed Arkab, OPEC’s President and Algeria’s Energy Minister told state news agency APS, according to Reuters.

While an intangible statement, the optimistic words spoken by the OPEC President seem to be just what the doctor ordered for the volatile markets as speculators try to make the most out of the oil-price plunge.
As a result of today’s spike, trading of the biggest oil ETF, the United States Oil Fund (USO), had been halted temporarily. Trading of the USO has since resumed. The USO is trading up 4.03% as of 3:03pm EDT.
All eyes remain on the potential deal that OPEC group may come up with tomorrow in what could be the largest oil production cut deal ever. Signatories to the deal could include, in addition to OPEC, Brazil, Norway, Canada, and all the OPEC+ countries that signed onto the previous deal. While some are hoping that the United States may join in the cuts, a formal agreement between the US and other oil producers appears unlikely.
Saudi Arabia and Russia, together responsible for producing more than 22 million barrels per day, are expected to make or break the chances of a production cut deal.

A 10 million bpd figure has been discussed by meeting attendees in the run-up to the meeting, although that figure would be insufficient to offset the loss in oil demand that the market has seen due to the coronavirus.

By Julianne Geiger for Oilprice.com

Posted by tkl88 > 2020-04-09 16:44 | Report Abuse

Walaoeh, Oil price spike up like mad already !
It's definately indicating that the Opec + meeting will come out a deal of ouput cut !
As at 4.37pm,
Nymex => $26.14 (+1.05) (+4.18 percent)
Brent => $33.90 (+1.07) (+3.26 percent)

Posted by tkl88 > 2020-04-10 00:31 | Report Abuse

Wow, Congratulations to you all guys who is still keep tight tight & Sailang Armada at current low price !
Good news from the OPEC+ meeting which the output cut was Deal and the oil price then was spike up sharply!
As at ‬12.13am,
Nymex => $26.02 ‪(+0.93) (+3.71 percent)
Brent => $33.86 ‪(+1.02) (+3.11 percent)

Posted by tkl88 > 2020-04-10 01:04 | Report Abuse

Russia and Saudi Arabia agree deal on oil output cuts: Report
OPEC members are on Thursday set to discuss 'deep cuts' of up to 20 million barrels per day
By MEE and agencies
Published date: 9 April 2020 14:40 UTC
Last update: 18 min 21 sec ago

https://www.middleeasteye.net/news/russia-and-saudi-arabia-agree-deal-oil-output-cuts

Posted by tkl88 > 2020-04-10 01:04 | Report Abuse

Russia and Saudi Arabia have overcome all hurdles to cut oil production at a meeting of OPEC, ending a month-long price war.
Oil prices jumped after Reuters reported that the two countries have agreed to a "deep cut" in crude production.
OPEC and other oil producers were set to debate on Thursday oil cuts as big as 20 million barrels per day (bpd), equivalent to about 20 percent of global supplies, one OPEC source and a Russian source told Reuters.
"That is a global deal," the OPEC source said.
He did not specify if the United States would be involved - something Russia and OPEC producers have insisted on.
A worldwide lockdown to slow the spread of the coronavirus pandemic has cut fuel demand by roughly 30 percent and contributed to a crash in prices that took major benchmarks down by more than two-thirds.
Prices surge
Prices surged over 10 percent earlier on Thursday as producers appeared set to cut production sharply, but the exact details of the cuts remain unclear.
The OPEC and allies including Russia - a group known as OPEC+ - were in talks on Thursday to cut production sharply, with numbers as high as 20 million bpd bandied about, OPEC and Russian sources said.
That would be equivalent to about 20 percent of global supplies, to support prices hammered by the coronavirus crisis. However, it is unclear if a figure that lofty includes cuts made for economic decisions by private producers in the United States, Canada and elsewhere, or if OPEC assumes those countries will mandate cuts, which the US has not wanted to do.
A cut of 20 million bpd would be by far the biggest output cut ever agreed by OPEC. But Russia has insisted it will only reduce output if the United States joins the deal. US laws prevent coordination among private companies.
Analysts, meanwhile, said that even if such record cuts are agreed, they will not be enough.
"Ultimately, the size of the demand shock is simply too large for a coordinated supply cut," analysts at Goldman Sachs said on Thursday.
Following the OPEC+ meeting, energy ministers from the Group of 20 major economies are set to meet on Friday.
The last OPEC meeting in early March ended acrimoniously, with Russia and Saudi Arabia unable to come to an agreement to curb output as the virus spread, adding to the slump in prices.
A source briefed on Saudi Arabia's oil policy said it is ready to cut up to 4 million bpd of its production, but only from its record output levels of 12.3 million bpd achieved in April.
Russia has said it wants output to be cut from the January-March levels before Saudi production jumped.

Posted by tkl88 > 2020-04-10 04:19 | Report Abuse

Great, Dow Jones continue it’s bull run !
DJI closed at =>
23,719.37 (+285.80) (+1.22 percent)

Posted by tkl88 > 2020-04-10 07:27 | Report Abuse

Oil producers agree to cut production by a fifth
* 09 April 2020 Business

https://www.google.com.my/amp/s/www.bbc.com/news/amp/business-52226236

Posted by tkl88 > 2020-04-10 07:28 | Report Abuse

Opec producers and allies have agreed to cut output by more than a fifth to counter the slump in demand caused by coronavirus lockdowns.
The group said it would cut output in May and June by 10 million barrels to help prop up prices. The cuts will then be eased gradually until April 2022.

Opec+, made up of Opec producers and allies including Russia, held talks on Thursday via video conference.
Talks were complicated by disagreements between Russia and Saudi Arabia.

The group and its allies agreed to cut 10 million barrels a day or 10% of global supplies. Another 5 million barrels is expected to be cut by other nations.

It said the cuts would be eased to eight million barrels a day between July and December. Then they would be eased again to six million barrels between January 2021 and April 2022.
Oil prices slumped in March after Opec+ failed to agree cuts .

In the wake of the March meeting, Saudi Arabia and Russia moved to boost production in order to retain market share amid falling global demand.
That, together with the collapse in demand for oil amid the coronavirus pandemic, help to push oil prices to 18-year lows by the end of March.

Prices have recovered some ground since then. Last week, prices jumped 20% after US President Donald Trump said he expected Saudi Arabia and Russia to end their feud.

Thursday's talks will be followed by a conference call on Friday between energy ministers from the G20 countries. It will be hosted by Saudi Arabia.

Kirill Dmitriev, head of Russia's wealth fund and one of Moscow's top oil negotiators told Reuters: "We are expecting other producers outside the Opec+ club to join the measures, which might happen tomorrow during G20."

The US has not committed itself to any cuts although it did say that its oil output was gradually reducing anyway due to plunging oil prices.
President Donald Trump had warned Saudi Arabia that the US would impose sanctions if it did not cut oil production.

Posted by faizal > 2020-04-15 12:45 | Report Abuse

WTI 20 USD

Posted by sandymoo > 2020-04-15 23:33 | Report Abuse

May i ask which crude oil can buy for short trade? can recommend?
thank

Posted by chtan33 > 2020-04-18 00:18 | Report Abuse

this kind of oil price no impact to O&G stock.... a little unbelievable..

Posted by stockraider > 2020-04-18 12:09 |

Post removed.Why?

Posted by Philip ( Random Walk Theorist) > 2020-04-20 14:26 | Report Abuse

How Margin Works

https://klse.i3investor.com/blogs/philip4/2020-04-20-story-h1506046419-THE_PROPER_APPLICATTION_OF_MARGIN_OR_HOW_KCCHONGNZ_AND_KOON_YEW_YIN_GOT.jsp

Posted by chtan33 > 2020-04-20 18:14 | Report Abuse

no joke with the oil price... it's below 15.0....

Posted by tkl88 > 2020-04-22 10:15 | Report Abuse

Wow, Nymex price started to spike up like crazy now !
Nymex=> $12.80 (+$1.23) (+10.63%)

Posted by tkl88 > 2020-04-22 10:52 | Report Abuse

US oil prices jump after massive rout
West Texas Intermediate for June delivery rises 18.93% to $13.76 a barrel
Published: April 22, 2020 06:12
AFP
https://gulfnews.com/business/energy/us-oil-prices-jump-after-massive-rout-1.1587521703297

Singapore: US oil prices surged Wednesday after a turbulent start to the week that saw them fall below zero for the first time due to a coronavirus-triggered demand shock.

US benchmark West Texas Intermediate for June delivery rose 18.93 per cent to $13.76 a barrel, after suffering heavy falls in New York overnight.

WTI for May delivery on Monday collapsed to an unprecedented low of minus $40.32 as traders scrambled to sell it before the contract expired Tuesday, but could find few buyers with storage capacity fast filling up.

European benchmark Brent crude for June delivery was up 0.98 percent at $19.52 a barrel, after tumbling to an 18-year low the previous day.

Posted by paperplane > 2020-04-22 11:12 | Report Abuse

yinson got same director in SC? KAKAKA

Posted by stockraider > 2020-04-22 11:39 | Report Abuse

Yinson going to bankrupt bery soon, at the rate of their borrowing expansion and very low oil price, just sell b4 too late mah...!!

Within 1 year it may collapse below rm 1.00 loh....!!

Better sale now mah....!!

Posted by tkl88 > 2020-04-22 22:12 | Report Abuse

Wow, oil price continue to spike up !
As at 10.00pm,
Nymex => $15.65 (+4.08) (+35.26%)
Brent => $21.97 (+2.64) (+13.66%)

Posted by tkl88 > 2020-04-23 06:22 | Report Abuse

Wow, Fantastic ! Dow Jones spike up to
closed at=> 23,475.82 (+456.94) (+1.99%) !

Posted by tkl88 > 2020-04-23 07:11 | Report Abuse

Wow, Fantastic,
Oil price started it’s bull run again !

Nymex closed at=> $13.78 (rose +19%)
Brent closed at=> $20.37 (rose +5%)

Posted by tkl88 > 2020-04-23 07:50 | Report Abuse

International oil prices rebound following Trump warning

April 22, 2020 8:09 pm by Myles McCormick and Joe Rennison in London, Hudson Lockett in Hong Kong and Matthew Rocco in New York

Brent bounces back from two-decade low after US president takes aim at Iranian vessels

Oil prices rebounded on Wednesday after Donald Trump stoked Middle East tensions, saying that he had ordered US warships to “shoot down and destroy” Iranian vessels if they posed a threat.
The US president’s intervention sent Brent crude back above $20 a barrel after the international benchmark had tumbled to its lowest level since 1999 on concerns over the collapse in global oil demand.
The declaration from Mr Trump also helped buoy the high-yield bond market, which is heavily exposed to the fate of energy companies. BlackRock’s iShare high-yield bond exchange traded fund, known by its ticker HYG, rose 1 per cent, having dipped 1.8 per cent on Tuesday.

“I have instructed the United States Navy to shoot down and destroy any and all Iranian gunboats if they harass our ships at sea,” Mr Trump wrote in a tweet.
The prospect of renewed tensions in the Middle East gave crude a lift during a week where prices have struggled to contend with an evaporation in demand triggered by the coronavirus pandemic.

Brent rose as high as $22.45 a barrel and settled at $20.37, up more than 5 per cent on the day. The energy sector helped lead a rally on Wall Street that sent the benchmark S&P 500 up 2.3 per cent following two days of falls. The tech-heavy Nasdaq Composite closed up 2.8 per cent.
West Texas Intermediate, the US marker, rose 19 per cent to $13.78 a barrel. It almost halved during the previous session and earlier in the week fell into negative territory for the first time as producers were forced to pay buyers to take oil off their hands ahead of the expiry of futures contracts.

Brent crude remains down about 27 per cent so far this week. Oil production levels have remained robust even as the virus destroys demand, creating a supply glut. An unprecedented cut of almost 10 per cent of global supply by Opec and its allies will take effect next month, but traders worry it is not enough to offset the collapse in consumption.
The head of the International Energy Agency on Tuesday called for the output reductions to be expedited and deepened. Opec members met by phone overnight, but there was no sign they would change their plans.

Posted by dusti > 2020-04-23 10:52 | Report Abuse

Stockraider you talk sense . See early spurt then fizzle out. Now going where?

Posted by stockraider > 2020-04-23 11:00 | Report Abuse

Sell b4 too late loh...!!

Posted by dusti > Apr 23, 2020 10:52 AM | Report Abuse

Stockraider you talk sense . See early spurt then fizzle out. Now going where?

Posted by tkl88 > 2020-04-23 13:36 | Report Abuse

Wow, Marvelous !
Oil price continue to spike up !

As at 1.27pm,
Nymex at=> $15.77 (+1.99) (+14.4 percent)
Brent at=> $22.87 (+2.50) (+12.3 percent)

Posted by tkl88 > 2020-04-23 23:12 | Report Abuse

Wow, Awesome!
Oil price continue to spike up to sky high !
Nymex now at=> $17.83 (+4.05) (+29.39%) !

Posted by apolloang > 2020-04-23 23:17 | Report Abuse

when wti usd35 Yinson is 5.00....now wti still down half price Yinson already 5.08....apa ini?

Posted by bux0880 > 2020-04-24 12:52 | Report Abuse

seems like EPF keeps acquiring for the past days..

Posted by Mabel > 2020-05-06 23:43 | Report Abuse

Wah so nice to see many familiar names here...

Today I'm getting bored. Too much Goyang kaki since last week waiting for my next collection. So I decided to visit Dialog and Yinson Battleships.

Despite the gloom and doom in the O&G sector, Dialog Group Bhd stands out as one of the potential winners due to its storage capacity. Due to the oversupply situation of crude oil currently in the market, storage has become a crucial part of the value chain.

Additionally, large vessel players such as BUMI ARMADA BHD and Yinson Holdings Bhd are expected to benefit due to the increase in crude oil storage. Miss Syura reckoned that most of these floating production, storage and offloading vessel players have already locked in long-term contracts. Based on this information, I decided collect Dialog and Yinson as my latest collections.

Dialog and Yinson completed my end to end O&G Supply Chain. My Armada Fleet of 18 Battleships are now ready to face this War on Terror. This Armada will be supported with Jet Fighters from Air Asia and Air Asia X.

Dialog’s prime land in Pengerang, operating track record, financial strength and management acumen are enablers for capitalizing on the demand for storage terminals in Asia. Developing its Phase 3 capacity should spur its mid-term growth and franchise value, as the operator of a strategic hub akin to Rotterdam. Its ability to declare constant dividends, at 40% DPR stands out among peers. Optimising its Phase 3 project alone would elevate our SOTP-based TP by 64% to MYR5.90. Here is the snapshot of Pengerang deep-water terminals.

Bumi Armada and Yinson are the Top 5 FPSO operator in the world by fleet size. Operating presence in Asia, Africa and Europe. FPSO’s contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. My dream is to merge these two companies and create the Biggest FPSO Operator in the World.

Bumi Armada and Yinson FPSOs tender pipeline are strong. Winning jobs is a catalyst. Malaysian players are expected to benefit from a pick-up in FPSO activity between 2018 to 2021.

When I was small, I love watching Dallas with Daddy. Now I feel like part of the Erwing Family..

https://www.youtube.com/watch?v=8sKX3tWaOew

The Erwing also loves big ranches and automation. That’s why I also love the Plantation and Technology Stocks. Today I also collected KL Kepong Plantation as my latest addition in my Plantation sectors. Our mission is to feed more than 3 billion people in more than 200 countries. Latest news is India will be buying back our Palm Oil..

Meow Meow Meow

Posted by tkl88 > 2020-05-07 19:19 | Report Abuse

Wow, Fantastic !
Oil price continue to spike up !

As at 7.10pm,
Nymex at=> $26.01 (+2.02) (+8.42 %)
Brent at => $31.37 (+1.65) (+5.55 %)

Huat ah ! Heng ah ! Ong ah !

Posted by tkl88 > 2020-05-07 22:01 | Report Abuse

U.S. oil prices jump more than 8% as Saudi Arabia lifts prices, China crude imports climb

By Mark DeCambre
Published: May 7, 2020 9:14 am ET

https://www.google.com.my/amp/s/www.marketwatch.com/amp/story/guid/28455BBE-901F-11EA-9208-AF2E6FA5B5BC

Brent oil price, the international benchmark, rises around 6%
Crude oil futures climbed sharply on Thursday, at least partly supported by Saudi Arabia’s decision to lift prices to help stabilize values, while China’s appetite for the commodity picked up in April compared with prior months.
Saudi Arabia, the most influential member of the Organization of Petroleum Exporting Countries, is raising crude prices for its customers world-wide, according to Bloomberg TV.

Meanwhile, China’s imports rose to 10.42 million barrels a day in April from 9.68 million in March, according to Reuters data. Overall imports for the world’s second-largest economy and the biggest oil importer were down 14.2% from the year-ago period. However, exports from the country grew an unexpected 3.5% from the previous year.
That data combined with hope of a slowdown in production by global oil producers and a gradual revival of economies around the globe after restrictions due to the COVID-19 pandemic are lifted are expected to eventually lift crude prices.
“Oil is ruining up on hopes on rebounding demand,” wrote Peter Cardillo, chief market economist at Spartan Capital Securities in a daily research note.
West Texas Intermediate crude for June delivery CL CLM20+9.38% on the New York Mercantile Exchange, rose $2, or 8.3%, to $25.99 a barrel, after settling 2.4% lower on Wednesday, which snapped a five-session streak of gains.
Global benchmark July Brent crude UK:BRNN20+5.99%  picked up $1.54, or 5.2%, at $31.26 a barrel on ICE Futures Europe, following a 4% decline in the prior session.

The EIA reported Wednesday that U.S. crude inventories rose 4.6 million barrels for the week ended May 1. The data, which excludes changes in the SPR, marked a 15th consecutive weekly rise, but was smaller than the average increase of 7.1 million barrels forecast by analysts polled by S&P Global Platts.
Investors are also digesting the U.S. weekly jobless claims data Thursday which showed more than 3 million Americans lost employment, adding to the already 30 million figure that has been racked up over the past six weeks.
Some signs of easing tensions between China and the U.S. may also be providing a lift to crude prices, as Bloomberg News reported on Thursday that U.S. trade negotiator Robert Lightihizer and his counterpart Liu He are scheduled to have a call to discuss progress on a phase-one trade deal between the countries that had looked in jeopardy of being quashed by President Donald Trump.

Posted by tkl88 > 2020-05-08 17:26 | Report Abuse

Wow, Amazing !
Oil price continue to spike up !

As at 5.22pm,
Nymex at => $24.39 (+0.84) (+3.57 percent)
Brent at => $29.99 (+0.53) (+1.80 percent)

Huat ah ! Heng ah ! Ong ah !

Posted by Huat huat 2020 > 2020-05-08 19:53 | Report Abuse

I am in Yinson.
Huat yar ...

Posted by Huat huat 2020 > 2020-05-08 19:54 | Report Abuse

EPF keep acquire ... right now Top 6 largest holding. From 13% to 17.49 %! Learn from EPF buy low sell high

Posted by Mabel > 2020-05-09 04:42 | Report Abuse

Meow Meow Meow

Posted by tkl88 > 2020-05-09 08:13 | Report Abuse

Wow, Awesome !
Dow Jones closed at = > 24,331.32 (+455.43) (+1.91 %)

Posted by tkl88 > 2020-05-09 08:33 | Report Abuse

Wow, Fantastic !
Oil price continue to spike up to sky high!

Nymex closed at => $24.62 (+1.07) (+4.54 percent)
Brent closed at => $30.88 (+1.42) (+4.82 percent)

Huat ah ! Heng ah ! Ong ah !

Posted by Huat huat 2020 > 2020-05-09 14:12 | Report Abuse

Such an undervalue GEM.

IB top pick...

Maybank give TP 7.2
Kenanga 8.8

I give rm 10

Posted by tkl88 > 2020-05-09 16:35 | Report Abuse

Walaoeh, Oil price going to be super bullish from now onwards !

一个月前卖不动，如今国际原油或将供应短缺！怎么回事？
https://www.baidu.com/#iact=wiseindex%2Ftabs%2Fnews%2Factivity%2Fnewsdetail%3D%257B%2522linkData%2522%253A%257B%2522name%2522%253A%2522iframe%252Fmib-iframe%2522%252C%2522id%2522%253A%2522feed%2522%252C%2522index%2522%253A0%252C%2522url%2522%253A%2522https%253A%252F%252Fmbd.baidu.com%252Fnewspage%252Fdata%252Flandingpage%253Fs_type%253Dnews%2526dsp%253Dwise%2526context%253D%25257B%252522nid%252522%25253A%252522news_9699743094647660452%252522%25257D%2526pageType%253D1%2526n_type%253D1%2526p_from%253D-1%2526innerIframe%253D1%2522%252C%2522isThird%2522%253Afalse%252C%2522title%2522%253Anull%257D%257D

金十数据
05-08 20:44百家榜创作者，金十数据官方帐号，优质财经领域作者

4月中旬，纽约油价惊现负值，让无数人陷入“投资扣光本金还要倒贴钱”的尴尬境地。我们刚刚被科普出现“负油价”的原因是，国际油市供应过剩。然而，不到一个月时间，有分析师就却指出，有迹象显示，国际原油市场可能很快就要从供应过剩，转为供应短缺。这到底是怎么一回事呢？

首先，我们可以从与国际原油市场关系最为密切的油轮收益情况中了解到当前乃至未来原油的供应情况。据国际航运新闻网最新报道，波罗的海国际航运公会（BIMCO）首席航运分析师指出，2020年第一季度，是近十年来大型油轮收益最高的季度之一。这主要是由于一季度油价暴跌，市场比较倾向于囤积原油，待价而沽，可囤油的油轮租金及运价就应声上涨。
据国际航运新闻网（International Shipping News）5月7日消息，近几周，全球原油油轮收益呈大幅下降趋势。短短九天内（4月22日-5月4日），从中东湾到美国湾的超大型油轮的收益就从16.24万美元/天，大跌至3.62万美元/天，降幅近八成。反证可得，这一信号可能意味着国际油市已经逐渐倾向于将原油取出使用，供应也很可能也将不再过剩。

此外，随着欧佩克（OPEC）的减产协议5月开始生效，国际油市逐渐从期货溢价（远期期货价格高于近期期货）向现货溢价（现货价格高于期货价格）转变。而国际原油市场的现货溢价鼓励投资者将石油从库存中取出使用。
此外，中国、美国等多个国家开始复工，也消耗库存原油，进一步提振了国际原油需求。据Market Watch最新公布的报告显示，近几天，由于美国能源部门连续两天抽走汽油库存，美国汽油需求在四周内又创新高。

而中国复工步伐的稳步推进，也将进一步推高原油需求。目前，中国炼化厂的生产已经恢复了70%的产能。而据美国能源情报集团（Energy Intelligence）预测，二季度，中国的能源需求将环比增长100万桶/日，增幅约为10%。

Posted by tkl88 > 2020-05-09 16:42 | Report Abuse

Walaoeh, Oil price going to be super bullish from now onwards !

一个月前卖不动，如今国际原油或将供应短缺！怎么回事？
https://www.baidu.com/#iact=wiseindex%2Ftabs%2Fnews%2Factivity%2Fnewsdetail%3D%257B%2522linkData%2522%253A%257B%2522name%2522%253A%2522iframe%252Fmib-iframe%2522%252C%2522id%2522%253A%2522feed%2522%252C%2522index%2522%253A0%252C%2522url%2522%253A%2522https%253A%252F%252Fmbd.baidu.com%252Fnewspage%252Fdata%252Flandingpage%253Fs_type%253Dnews%2526dsp%253Dwise%2526context%253D%25257B%252522nid%252522%25253A%252522news_9699743094647660452%252522%25257D%2526pageType%253D1%2526n_type%253D1%2526p_from%253D-1%2526innerIframe%253D1%2522%252C%2522isThird%2522%253Afalse%252C%2522title%2522%253Anull%257D%257D

金十数据
05-08 20:44百家榜创作者，金十数据官方帐号，优质财经领域作者

4月中旬，纽约油价惊现负值，让无数人陷入“投资扣光本金还要倒贴钱”的尴尬境地。我们刚刚被科普出现“负油价”的原因是，国际油市供应过剩。然而，不到一个月时间，有分析师就却指出，有迹象显示，国际原油市场可能很快就要从供应过剩，转为供应短缺。这到底是怎么一回事呢？

首先，我们可以从与国际原油市场关系最为密切的油轮收益情况中了解到当前乃至未来原油的供应情况。据国际航运新闻网最新报道，波罗的海国际航运公会（BIMCO）首席航运分析师指出，2020年第一季度，是近十年来大型油轮收益最高的季度之一。这主要是由于一季度油价暴跌，市场比较倾向于囤积原油，待价而沽，可囤油的油轮租金及运价就应声上涨。
据国际航运新闻网（International Shipping News）5月7日消息，近几周，全球原油油轮收益呈大幅下降趋势。短短九天内（4月22日-5月4日），从中东湾到美国湾的超大型油轮的收益就从16.24万美元/天，大跌至3.62万美元/天，降幅近八成。反证可得，这一信号可能意味着国际油市已经逐渐倾向于将原油取出使用，供应也很可能也将不再过剩。

此外，随着欧佩克（OPEC）的减产协议5月开始生效，国际油市逐渐从期货溢价（远期期货价格高于近期期货）向现货溢价（现货价格高于期货价格）转变。而国际原油市场的现货溢价鼓励投资者将石油从库存中取出使用。
此外，中国、美国等多个国家开始复工，也消耗库存原油，进一步提振了国际原油需求。据Market Watch最新公布的报告显示，近几天，由于美国能源部门连续两天抽走汽油库存，美国汽油需求在四周内又创新高。

而中国复工步伐的稳步推进，也将进一步推高原油需求。目前，中国炼化厂的生产已经恢复了70%的产能。而据美国能源情报集团（Energy Intelligence）预测，二季度，中国的能源需求将环比增长100万桶/日，增幅约为10%。

Posted by tkl88 > 2020-05-12 17:33 | Report Abuse

Wow, Fantastic !
Oil price continue to spike up !

As at 5.30pm,
Nymex at => $24.88 (+0.74) (+3.07 %)
Brent at => $30.07 (+0.44) (+1.48 %)

Huat ah ! Heng ah ! Ong ah !

Posted by tkl88 > 2020-05-13 00:48 | Report Abuse

Wow, Amazing !
Oil price continue to spike up to sky high !

As at 12.38am,
Nymex at => $25.82 (+1.68) (+6.96 percent)
Brent at => $30.21 (+0.58) (+1.96 percent)

Huat ah ! Heng ah ! Ong ah !

Posted by tkl88 > 2020-05-13 16:27 |

Post removed.Why?

Posted by tkl88 > 2020-05-15 02:59 | Report Abuse

Wow, Fantastic !
Oil price was superb damn hot man !

As at 2.47 am,
Nymex at => $27.46 (+2.17) (+8.58 %)
Brent at => $31.10 (+1.91) (+6.54 %)

Huat ah ! Heng ah ! Ong ah !

Posted by tkl88 > 2020-05-16 09:45 | Report Abuse

Wow, Fantastic !
Oil price continues it’s bull run man !

Nymex closed at => $29.71 (+2.15) (+7.80 %)
Brent closed at => $32.84 (+1.71) (+5.49 %)

Like that next week share price for all stocks especially O & G stocks in KLSE will be spike up to sky high already !

Huat ah ! Heng ah ! Ong ah !

Posted by Philip ( buy what you understand) > 2020-05-17 15:01 | Report Abuse

https://klse.i3investor.com/blogs/phillipinvesting/2020-05-17-story-h1507085013-Sharing_investment_journey_of_Ian_Yoong_HNW_private_equity_investor_and.jsp

Posted by stockraider > 2020-05-17 15:04 | Report Abuse

I thought sohai Philip also hold more than 50% in oil & gas industry loh.....!!

Serba, Yinson and Pchem all in oil & gas industry loh...!!

Pls don bad mouth others when u r the same mah...!!

Posted by Philip ( buy what you understand) > May 17, 2020 2:57 PM | Report Abuse

Before I forget, or if you didn't listen to the interview, the stocks that Ian Yoong is currently holding right now are O&G stocks and small cap businesses in malaysia. KAB is also one of his holdings.

Posted by Longleng > 2020-05-17 16:49 | Report Abuse

this sohai bot @tkl88 is spamming shit in the whole page the Oil will go up... must be someone who dumped all life-savings into O&G....

good luck, prepare sleep roadside when oil turns to negative again.