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Australian LNG
Is mining in a new boom?
This kind of stuff is simply wrong: It’s boom time for mining stocks, says Lion Selection, prompting the LIC focused on junior miners to move its investment clock to 7.
David Llewellyn-Smith
8 years ago
8
Premiers agree gas reforms, more needed
The east gas gouge rolls on but at least it was cheaper last week at home than it was in Japan as the local Winter squeeze winds down: However, the trend remains up and much higher volumes of gas are headed offshore yet.
David Llewellyn-Smith
8 years ago
12
Daily oil and LNG price update (lowest marginal cost)
The Brent oil short squeeze appears to be finally running out of juice posting a stable night Friday and settling at $50.80mmBtu: The news flow is bad for prices.
David Llewellyn-Smith
8 years ago
1
Dirt flies
Dirt has broken out today with BHP and FMG at new rally highs up 2% apiece, RIO is the new laggard up 1% and still 5% below 2016 peaks.
David Llewellyn-Smith
8 years ago
Upgrading the MB commodity price and Aussie dollar outlook
Today I’m going to upgrade my short term outlook for iron ore, LNG prices and the Aussie dollar.
David Llewellyn-Smith
8 years ago
23
Another LNG white elephant shot in QLD
From the AFR: Origin Energy has followed through on its advice it could cut the dividend unless oil prices rebounded, putting the priority on debt reduction after posting a $589 million full-year loss.
David Llewellyn-Smith
8 years ago
2
Banana gas market enters theatre of the absurd
David Llewellyn-Smith
8 years ago
16
BHP appears primed for a re-rating
David Llewellyn-Smith
8 years ago
4
Daily oil and LNG price update (HOPEC)
The Brent oil price continues to rise on a sea of HOPEC, last night hitting $49 before settling at $48.89 as I write.
David Llewellyn-Smith
8 years ago
Why did BHP, RIO and FMG rise today?
Because Banana Man is loose once more.
David Llewellyn-Smith
8 years ago
2
Daily oil and LNG price update (another “freeze”)
Oil blasted higher overnight on more OPEC “freeze” scuttlebutt.
David Llewellyn-Smith
8 years ago
Why did BHP, RIO and FMG fall today?
The Big Iron bubble is little changed over my break if off today.
David Llewellyn-Smith
8 years ago
7
How long will it take to work off global oil excess?
From Deutsche: …We measure this drawdown for OECD inventories both in absolute terms, millions of barrels, as well as relative to demand, in days of OECD demand.
David Llewellyn-Smith
8 years ago
2
Santos shoots its great white elephant
David Llewellyn-Smith
8 years ago
12
Daily oil and LNG price update (correction over?)
While I was away the Brent oil price rebounded from its material sell-off adding more on Friday night to finish at $47.19.
David Llewellyn-Smith
8 years ago
Trouble in Panama for Aussie LNG?
By Leith van Onselen Bloomberg has run an interesting article on the expansion of locks at the Panama Canal, which was completed in late June 2016.
Leith van Onselen
8 years ago
2
Why Santos is up today
From Fairfax: Investors are shrugging off the bear market in oil prices to bid shares in Santos higher after a broker described the stock’svaluation as “compelling”.
David Llewellyn-Smith
8 years ago
1
Big Iron choke, Big Gas broke, Big Gold smoke!
David Llewellyn-Smith
8 years ago
1
Daily oil and LNG price update (still sick)
The Brent oil price is still sick down marginally at $41.94 as I write.
David Llewellyn-Smith
8 years ago
Big Gas breaks on oil
Big Iron has responded soberly to the building price bubble today as Dalian opens -2%.
David Llewellyn-Smith
8 years ago
1
ABC does the gas crisis
From the ABC: The key ingredient in essential everyday items – from milk bottles and waste bins to eskies and pipelines – is made in a factory just outside Melbourne.
David Llewellyn-Smith
8 years ago
13
Daily oil and LNG price update (Libyan gusher!)
The Brent oil price was flogged -3% last night to $42.13 as I write.
David Llewellyn-Smith
8 years ago
Banana Man piles into iron ore bubble
You can’t keep a good Banana Man down and a falling USD is just what he needs to inflate the iron ore bubble some more.
David Llewellyn-Smith
8 years ago
1
More on the LNG contractpocalypse
From Citi: APLNG T1 in 120d test, T2 on track for October start-up — T1 averaged 95% of nameplate capacity in Q4 and has average 105% in July to date. ORG has guided to the first tranche of parental debt guarantees (~60% of the project financing) rolling off in Q2FY17.
David Llewellyn-Smith
8 years ago
1
Frydenburg must fix gas first
From the AFR over the weekend: The National Electricity Market of the future will be vastly different to the one that serves the eastern states today.
David Llewellyn-Smith
8 years ago
7
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