GS понизили прогноз по Brent в 2013 до 110$/bbl со 130$/bbl
Brent crude oil prices have traded in an increasingly narrow range, where they are high enough to motivate supply, but not so high as to undermine the global economic recovery. With increasing evidence that Brent crude oil prices in the recent trading range have been sufficient to restrain oil demand in line with available supply, and with an improving outlook for non-OPEC supply growth in 2013, we are lowering our Brent crude oil price forecast to $110/bbl in 2013 (from $130/bbl). However, we continue to expect the physical market to remain tight and the Brent forward curve in backwardation. Consequently, we maintain our near-term target at $120/bbl, and continue to recommend a long position in the S&P GSCI® Brent total return index, which would benefit from the backwardation
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18 октября 2012, 15:19
Marat
Gansik
ilson
Gansik
Marat
Long Jun-13 NYMEX WTI crude vs. short Jun-13 ICE Brent crude (initial value — $12.33/bbl, current loss $3.57/bbl)
Long S&P GSCI™-style rolling Brent crude oil futures position including a loss of 10.77% from rolling a long September 2012 NYMEX WTI Crude Oil position on 21-Aug-12 (initial value 1174.26, current loss -10.03%)
Так вот кто подбивает народ тырить танкеры у Космо ))
Hudozhnik
Marat