Publications: Notes at the Margin

The Numbers Don't Lie and the Consequence of Benign Neglect (August 25, 2014)

 

This Notes at the Margin covers two topics. First, we review the probable impact of the Rosneft hedge’s end on prices and margins. Information published by the InterContinental Exchange show that hedges entered into at the end of 2012 have been changed and possibly terminated. Then we turn to the impending flood of crude from the Atlantic into Asia. The surplus was two million barrels per day in 2013. By 2017, it could reach almost seven million barrels per day. 

 

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