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Search: Posts Made By: TMCap
Forum: Commodities January 31st, 2018, 04:39 PM
Replies: 2,696
Views: 615,005
Posted By TMCap
USD has had a big move down so it is certainly a...

USD has had a big move down so it is certainly a factor in the increase in Crude. USD DOWN = commodity priced in USD UP

Is it all about USD? No, it never is. But it's an important factor.

Ask...
Forum: Commodities August 21st, 2017, 09:02 AM
Replies: 2,696
Views: 615,005
Posted By TMCap
No, I don't think you're being too simplistic....

No, I don't think you're being too simplistic. That is a significant part of the OPEC conundrum. Their attempts to cut ultimately put the market into backwardation (supposed oversupply). The US has...
Forum: Commodities July 25th, 2017, 12:55 PM
Replies: 2,696
Views: 615,005
Posted By TMCap
My guess is there are a few reasons. The...

My guess is there are a few reasons.

The frac-log (wells waiting to be frac'd) may be stretching out in part due to a lack of frac crews available to do the work. During the downturn a lot of...
Forum: Commodities July 13th, 2017, 12:37 PM
Replies: 2,696
Views: 615,005
Posted By TMCap
Very interesting development, thanks for sharing...

Very interesting development, thanks for sharing the link!
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