ROHÖL WTI WKN: 792451 ISIN: XC0007924514 Forum: Rohstoffe Thema: Hauptdiskussion

Houthi Maritime Attacks Risk Bringing the Gaza War to Yemen https://worldview.stratfor.com/article/houthi-maritime-attacks-risk-bringing-gaza-war-yemen

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Yemen seen as new flash point for nervous oil markets: analysts. Houthi Tanker Seizures Could Reignite the War Premium in Oil Markets. Brace yourself, the latest seismic shock to global trade isn’t coming from the Ukraine-Russia war or the drought in Panama Canal. It is from airborne attacks on cargo ships. https://economictimes.indiatimes.com/small-biz/trade/exports/insights/houthis-attack-on-ship-near-suez-raises-new-danger-for-indian-exports-global-trade/articleshow/105644080.cms https://oilprice.com/Energy/Energy-General/Houthi-Tanker-Seizures-Could-Reignite-the-War-Premium-in-Oil-Markets.html https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/102723-yemen-seen-as-new-flash-point-for-nervous-oil-markets-analysts

Pentagon Confirms US Warship, Commercial Ships Under Attack In Red Sea. UK ship that was hit by Houthi terrorists is "in risk of drowning". https://www.zerohedge.com/geopolitical/pentagon-confirms-us-warship-commercial-ships-under-attack-red-sea

Was macht das Öl, brennt es noch 😉?

The Baltic Exchange's main sea freight index, which measures the cost of shipping goods worldwide, was up for a 7th consecutive day on Friday, hitting a fresh high since May 2022, and extending a 101% gain for the November month. The capesize index, which tracks vessels typically transporting 150,000-tonne cargoes such as iron ore and coal, surged 10.8% to 6,237 points; and the panamax index, which tracks ships that usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, rose 5.5% to 2,341 points. https://tradingeconomics.com/commodity/baltic

Brazil to join OPEC+ in 2024, seeks oil market stability: Brazil will join the OPEC+ alliance from January 2024, in a move that adds South America's largest oil producer to the group's market: "This is a historic moment for Brazil and the energy industry and we look forward to joining this distinguished group," Brazilian Minister of Mines and Energy Alexandre Silveira de Oliveira said in an speech to OPEC+ ministers during a virtual meeting on Nov. 30. "The OPEC+ agreement has effectively protected the stability of oil markets." https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/energy-transition/113023-brazil-to-join-opec-in-2024-not-expected-to-adjust-oil-output-delegates

Opec vs. Nopec: Whose ‘moment of truth’? https://www.opec.org/opec_web/en/7262.htm

Großer Verfallstag rückt näher. Das wird ein riesiges Schlachtfest. Put/Call Ratio: 2.28 https://www.barchart.com/futures/quotes/CL*0/options

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European gas demand winter 2023/2024 outlook: rough estimates show that up to 20-30 bcm could be added if winter 2023/24 is much colder than winter 2022/23 (OIES Energy Insight) https://t.co/XUAKcK8Q7M

Global oil market fundamentals remain strong despite exaggerated negative sentiments: Recent data confirms robust major global growth trends and healthy oil market fundamentals. https://www.hellenicshippingnews.com/global-oil-market-fundamentals-remain-strong-despite-exaggerated-negative-sentiments/

Physische Opec Marktrealität des Angebots und Nachfrage vs. Nopec Futures Papiermärkte: „Während die Fundamentaldaten von Angebot und Nachfrage immer noch bestimmen.“ Aufgrund der gesamten Rohstoffpreiszyklen wird das Tagesgeschäft des Handels mit Rohöl-Futures zunehmend von spekulativen Kräften dominiert, was die Volatilität anheizt und zu einer Trennung zwischen physischen und Papiermärkten führt.“ https://www.zerohedge.com/markets/you-would-be-absolutely-shocked-how-large-their-positions-are-most-important-oil-traders

UAE to cut oil production by 163,000 bpd from January 1 to March 31, 2024. Additional voluntary cuts are announced by the following OPEC+ countries: Saudi Arabia (1,000 thousand b/d); Iraq (223 thousand b/d); United Arab Emirates (163 thousand b/d); Kuwait (135 thousand b/d); Kazakhstan (82 thousand b/d); Algeria (51 thousand b/d); and Oman (42 thousand b/d) starting 1st of January until the end of March 2024. The above cuts will be in addition to the announced voluntary cut by the Russian Federation of 500 thousand barrels per day for the same period (starting 1st of January until the end of March 2024). https://gulfnews.com/business/energy/uae-to-cut-oil-production-by-163000-bpd-from-january-1-to-march-31-2024-1.1701367517318

OK und Danke für die Info. Kann also steigen oder fallen