'According to an article in todays Financial Times, OPEC is shocked by how many hedge funds really have no clue about how the oil market works. OPEC’s Secretary General Mohammad Barkindo, who met with hedge fund managers, seemed shocked that many of them had no ‘basic understanding’ of oil and were less savvy than was widely assumed.'
Da stellt sich dann die Frage, falls das stimmt, wie man das in einer CoT-Analyse berücksichtigen könnte.
Und dann noch zum shale boom
'The Wall Street Journal writes that “One of the pioneers of the U.S. shale boom plans to deliver a surprising message at a major energy conference here this week: U.S. oil production won’t keep growing as fast as the market seems to think.
Mark Papa, the former chief executive of industry bellwether EOG Resources Inc., EOG said in an interview he is eager to tell the assemblage of oil chieftains that a widely held view that shale-oil producers can quickly ramp up production, and sustain those levels if needed, is wrong.
“The oil market is in a state of misdirection now,” said Mr. Papa, now head of smaller shale company Centennial Resource Development Inc., CDEV suggesting future supplies might be more constrained than experts believe. “Someone needs to speak out.”
www.barchart.com/story/futures/quotes/...energy-report-030618