Crude Oil | AEGIS Hedging Solutions, LLC

January 22, 2021

DAPL Still In Limbo As New Administration Takes Office

Producers in the Bakken have enjoyed a fairly reasonable discount of about -$2/Bbl to WTI for the past few years. However, there are now ongoing concerns regarding the play's largest…

Jay Stevens

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Blog Oil Oil & Gas

December 29, 2020

The (WTI) CMA Roll: 2020’s Wild Round Trip

The WTI CMA Roll, a contributor in most producer pricing formulas, can now be opportunistically locked in, once again. The WTI Calendar Month Average Roll (the “Roll”) is a component…

Rishi Sahay

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Blog Oil Oil & Gas

December 11, 2020

Lower Output, Strengthening Oil Demand Prompts EIA to Lift its WTI Forecast for ’20 and ’21

Lower supply expectations in the U.S. and abroad, and expectations for a recovery in global oil demand, will support prices through the end of 2021, according to the EIA.The EIA…

Nick Hillman

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Blog Oil & Gas

December 11, 2020

Mid-Cush Spread Rallies; AEGIS Trade Volume Spikes

Oil prices in Midland, Texas have been outpacing the rise of WTI at Cushing, Oklahoma, since early November. The WTI Midland-WTI Cushing spread (Mid-Cush) has surged 80c in the last…

Jay Stevens

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Blog Oil & Gas

December 4, 2020

OPEC+ Agrees To Ease Deep Oil Cuts

OPEC and its allies agreed on Thursday to ease oil output cuts from January by 500 MBbl/d, with more yet-undefined increases on an ongoing basis. Before the meeting, the market…

Jay Stevens

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Blog Oil & Gas

November 25, 2020

Positive News Sends Crude Prices To Eight-Month High

Crude prices have soared about $10/Bbl or 27% in November after positive vaccine news and an anticipated delay to OPEC+ supply releases. The shape of the WTI forward curve has…

Jay Stevens

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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

November 6, 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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Trading Recommendations

January 25, 2021

Trading Trends and Recommendations from the AEGIS Desk

Ryan Anger

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Factor Matrix Crude Oil

January 22, 2021

AEGIS Factor Matrices: Most important variables affecting oil prices

Nick Hillman

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