Obi-Wan Kenobi
/ 83.5.230.* / 2010-02-02 13:05
Jednak ci spekulanci w Stanach są wyjątkowo tępi, nie zauważyli epokowej zmiany w popycie na produkty z ropy i tego,ze już on nie wróci do poprzednich poziomów...Widzą,ze koncerny naftowe ponoszą straty na jej przerobie, a dalej pompują ceny ropy jak ślepi...
Over the last two trading sessions the two largest oil companies in the United States, Exxon and Chevron announced that in Q4 2009 they lost a combined $6.9 million day on turning crude oil into refined products. Wall Street traders reacted to this news yesterday by making NYMEX crude oil even more expensive than gasoline. To explain this seeming incongruity, an unidentified financial trader from Camp Mohawk Trading was quoted as saying. . . IT JUST DOESN’T MATTER, IT JUST DOESN’T MATTER!
That’s Stephen Schork of the widely-read Schork Report, reflecting upon the current illogical investment pattern gripping energy markets.
According to Schork there’s no escaping the fact that — despite some short-term gasoline bullishness — motor gas demand in the United States has undergone a radical and long-lasting transformation since the 2008 financial crisis.
As Schork states, there’s no denying the US economy began recovering in late 2009, but that recovery is producing a very different economy to the one we were used to back in 2007. Essentially, much of the gasoline expenditure US oil companies took for granted, has been “wiped off the map and is not coming back”.