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Yesterday’s sharp stock draw overdone… CNBC

You are here: Home / Uncategorized / Yesterday’s sharp stock draw overdone… CNBC

September 9, 2016 by Jim Colburn Leave a Comment

Analysts interviewed by CNBC suggested that yesterday’s EIA release showing a 14.5 million barrel draw in oil stocks is probably due mostly to weather concerns… Here is a look at crude stocks from the EIA:

image

Here is the CNBC story

http://www.cnbc.com/2016/09/08/oil-prices-surge-as-us-burns-through-crude-supply-at-record-rate.html

 

“Tropical storms and Hurricane Hermine combined to slow the movement of oil tankers and shut in offshore drilling, forcing the U.S. oil industry to dip into its massive oversupply at the highest rate for this time of year.

In the past week, the industry used 14.5 million barrels in storage, largely from the East Coast and Gulf Coast, according to government data. Analysts blamed wind and rough seas resulting from Gaston, Hermine and other storms that have impeded ships with cargoes headed for U.S. refineries.

As a result, there was also a sharp decline of 1.8 million barrels a day in U.S. imports — oil that comes from places like Saudi Arabia and Nigeria. Gasoline stocks also fell by 4.2 million barrels. While the storms threatened the Gulf of Mexico, 12 percent of U.S. oil drilling in the Gulf was temporarily shut in.”

“”This is an aberrant report of the first order,” said John Kilduff of Again Capital. “I think the East Coast shipments were probably affected by Gaston earlier. There was also a barge that got sunk in the Houston Ship Channel. That also affected the ability of ships to move in and out of the channel.””

 

 

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Commodity Research Group (CRG), founded by veteran analyst Edward Meir, is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct commodity hedging strategies.

Our associates bring decades of experience to the table, as they seek to help our clients understand the markets. CRG will distill the myriad of pricing variables mentioned above into coherent research that is to-the-point and tailored to a clients hedging or pricing needs. In addition, CRG is available for consulting assignments and speaking engagements. CRG does not manage money or trade for itself.

 


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