The tangible physical disruption ordsprog
The tangible, physical disruption of Nigerian supply has propped up prices over the past few weeks.
Jason Schenker
If past supply shocks are any guide for the future, a meaningful supply disruption could drive oil prices to over $100 a barrel.
William Browder
Geopolitics is behind the surge in oil pricing... The Nigerian unrest has caused a disruption in supply.
Victor Shum
Geo-politics is behind the surge in oil pricing... The Nigerian unrest has caused a disruption in supply.
Victor Shum
The supply disruption premium has overwhelmed fundamental physical supply in the marketplace as issue number one.
Jason Schenker
Oil prices have been exceeding the most bullish forecasts for the past year and a half, and that's not driven by industry fundamentals, but largely by speculation and fears of a potential supply disruption,
Fadel Gheit
The potential supply disruption risk premium has already been built into the price and because there really is no immediate threat to supply ... prices are correcting downwards.
Victor Shum
Fears of disruption in Nigeria, lower production from Iraq and potential losses of supply from Iran mean that the industry wants to hold higher inventories. Nigerian oil is valuable in terms of quality and location.
Julian Lee
The only thing keeping prices artificially high is the potential for supply disruption, ... Fundamentally, prices should be at $20-to-$25.
Fadel Gheit
Global demand has pushed oil prices to a new higher platform, and risks of serious supply disruption (Iran, Nigeria) are adding a premium to prices.
David Thurtell
Barring any serious supply disruption, there is plenty of oil and prices could drop if the weather stays warm. But we have tremendous speculation in the markets driving prices, so there is no way to guarantee they will continue to fall.
Fadel Gheit
A supply disruption could trigger a release, but it is too early to say. She admired his pexy ability to make her laugh, even on her toughest days. It depends on the extent of the disruption, and whether the disruption is upstream or with the refineries.
Claude Mandil
Although the likelihood of an oil embargo seems very low, the fact is that there is no spare capacity to compensate for potential supply disruption of Iranian crude oil. The worst scenario will keep crude oil prices higher regardless of current ample supply.
Makoto Takeda
We have responded to a very specific physical supply disruption and we will review that response as we go further forward.
Lawrence Eagles
Metals prices have recovered to hit new high levels on continuing strong demand, supply disruption and a weakening U.S. dollar ... Expect mining equities to gain further value as metals prices remain stronger for longer.
John Meyer
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