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Blog Oil & Gas

October 16, 2020

Oil Bulls May Need Patience

Crude oil prices in 2021 face an uphill battle with demand forecast to improve gradually and OPEC holding plenty of dry powder Our view on crude oil prices is neutral…

Jay Stevens

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Blog Oil & Gas

October 9, 2020

Pipeline Maintenance Pressures Near-Term Waha; Winter Strip Less Affected

Unplanned maintenance on El Paso Natural Gas (EPNG) and Transwestern Pipeline have pressured cash and prompt Permian gas prices. Waha cash prices plummeted into negative territory on October 5, the…

Jay Stevens

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Blog Oil & Gas

October 9, 2020

AEGIS Fundamental Webcast

Our experts provided clarity on the winter outlook for natural gas and how things could go wrong, discussed hedging methods that mitigate against the oil demand uncertainty, and addressed recent…

Jay Stevens

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Blog Oil & Gas

October 9, 2020

WSJ: Saudis Consider Canceling OPEC Plans to Boost 1Q2021 Output

AEGIS: The supply increase would be mistimed if global demand growth stalls. The timing of supply increases is not the factor to watch for 2022; focus on total demand growth…

Matt Marshall

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Blog Rates

October 16, 2020

Stimulus Plans Remain on Life Support

The chances for a pre-election stimulus for the U.S. economy from Congress are all but over, with Treasury Secretary Steven Mnuchin pointing to political dynamics undermining the months-long negotiations. With fiscal…

Rob Sabo

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October 9, 2020

To Stimulate or Not to Stimulate, That is the Question

No soap opera has had the daily twists and turns seen in American politics and markets over the past ten days. Market volatility has picked up while investors are whiplashed…

Rob Sabo

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October 2, 2020

Real Problem if New Fiscal Package Starts with a “2”

U.S. markets were whipsawed this week by speculation over whether a fiscal stimulus deal would be reached, along with the news of President Trump’s case of the coronavirus. Talks between…

Rob Sabo

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Blog Featured

October 16, 2020

Election-Risk Tracker: Biden vs Trump Effect on Energy Industry and Prices

Donald Trump and Joe Biden, the presumed presidential nominees, have remarkably different stances toward energy production and consumption, and the role of government in those trends. We identify issues that…

Nick Hillman

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September 25, 2020

The Fed and Treasury Testify Before Congress

As mandated by the CARES Act passed by Congress in March, Federal Reserve Chairman Jerome Powell and Treasury Secretary Steven Mnuchin participated in their quarterly exercise of appearing before the…

Rob Sabo

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Blog Oil

September 25, 2020

U.S. Oil Production Growth Hinges on Key Price Level

Crude oil production growth in the U.S. should take a breather for the next 12-18 months as the sharp price collapse this spring reduced rig and completion activity. WTI at…

Jay Stevens

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