Weekend News 23Jun

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Central Banks

  • Spanish 5yr Borrowing At 15yr High, EU Rescue Fund To Rescue? (Reuters)
  • Moody’s Bank Downgrades. (FT Alpha)

Geo-Politics

  • Europe’s First Attempt At Banking Union. (Reuters)
  • Will Lagarde’s Euro Plan Become Europe’s? (FT Brussels Blog)
  • Euro’s Big Four Agree On €130bil “Growth” Package, Split On Bonds. (Reuters)
  • CIA Operates On Syrian Border, Supplies Arms To Rebels. (RT)
  • Fighter Jet Downed By Syria Impossible To Ignore: Turkish President. (RT)

Supply/Demand & Markets

Midweek News 20Jun

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  • Brent-WTI Spread Drops To Lowest Level Since January. (Bespoke)
  • Crude Oil Stocks. (EIA)
  • Crude Oil Stocks v Historical Averages. (Bespoke)

Central Banks

Geo-Politics

  • No Breakthrough In Iran Nuclear Talks. (RT)
  • Iran & West Plan July Talks. (Reuters)

Supply & Demand/Markets

  • OPEC Exports Earned $1.04 trillion in 2011, up from $745 billion. (Platts)
  • Brent Complex Flips To Contango, Oversupply In Europe. (Platts) 
  • Arctic Exploration, Rosneft. (RT)
  • API: -550k. (Bloomberg)
  • EIA: +2.9mil v -1.3mil exp. (EIA)

Weekend News 18Jun

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Central Banks

Geo-Politics

  • Nuclear Talks On Iran This Week. (RT)
  • G20 Summit. (Telegraph)
  • US Intelligence Operations On The Rise In Africa. (RT)

Supply/Demand & Markets

  • Divided OPEC Grapples With Production Cuts. (Washington Post) 
  • OPEC Agrees To Roll Over Oil Output Ceiling. (Platts)
  • After Decades Of Sanctions & Strife, Iraq’s Return To OPEC. (Washington Post)
  • Week Ahead: Greek Election Results, G20 et al. (Telegraph)

Midweek News 13Jun

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Central Banks

  • Endless QE? $6Trillion & Counting…. (Reuters)
  • China’s Interest Rate Cuts May Not Boost Crude Prices. (Platts)

Geo-Politics

  • Troika Will Monitor Spanish Banking Aid. (Dow Jones)
  • Euro Fatigue Rising. (Zerohedge)
  • Syria Now In State Of Civil War: UN. (RT)
  • POTUS Falls From Grace On Global Stage: Foreign Policy & Drone Wars. (RT)
  • Iran’s Oil Exports Plunge As Sanctions Bite. (Reuters)
  • China Response To US Demand Of Iran Sanctions: Increase Purchase In April…. (Zerohedge)

Supply/Demand & Markets

  • China’s Infrastructure Trap. (US News/Jim Rickards)
  • OPEC Overview. (Market Watch)
  • Saudi Suggestion Of Increased Output. (FT Alpha)
  • Saudi Under OPEC Pressure To Prevent Oil Collapse. (Reuters)
  • Global Crude Demand Should Rise Sharply In Coming Months. (IEA)
  • Delta Set To Close Refinery Deal. (Reuters)
  • API: +1.6mil v -1.4mil exp. (Reuters)
  • EIA: -200k v -1.5mil exp. (EIA)