Will oil stop at $20?
Oil market cycles tend to bottom at around $20, in today’s prices. The market will not rebalance until the price is below operating cost for a sufficient number of producers.
Energy
Oil prices are likely to remain range-bound until H2 16
"Prices are likely to remain range-bound until fundamentals tighten in H2 16, but market
participants should be watching the rate of US stockbuilds for evidence that the market
is rebalancing."
Crude Oil: selling pressures are still important
Report from Yann Quelenn, Market Strategist SwissQuote
Commodities at peak bearishness, presenting major opportunity
Commodity markets may be close to their most attractive ever after continued levels of bearishness.
Energy market outlook: all eyes on supply
Earnings season has begun, which should provide a guideline for how US oil and gas production will fare in the current low price environment. Producers continue to shore up finances through divestitures and dividend cuts, among other things.
Commodity: Barclays lowers oil and copper forecasts
The commodity market environment has deteriorated markedly in early 2016 and Barclays Capital has decided to reduce oil and copper forecasts as a result.
European Utilities: end of tunnel 2 years away now?
2016 could be the year of rebound for the european utilities. The earnings stream of these companies is gradually improving after five years of decline. Which names are more attractive? Credit Suisse gives a suggestion.