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DON’T BLAME THE SPECULATORS ALONE Presented By RAMYA KRISHNAMURTHY (76) SONICA DALMIA (95)
WORLD VIEWS ON OIL PRICES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SUMMARY: KEY TAKEAWAYS ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SUMMARY: INSIDE
SUPPLY CONSTRAINTS INCREASINGLY EVIDENT
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SUPPLY CONSTRAINTS INCREASINGLY EVIDENT
RELATIVELY SMALL CRUDE OIL MARKET SUSCEPTIBLE TO LARGE PRICE SWINGS
RELATIVELY SMALL CRUDE OIL MARKET SUSCEPTIBLE TO LARGE PRICE SWINGS ,[object Object],[object Object],[object Object],[object Object],[object Object]
 
US CONSUMER SPENDING ON OIL ROSE TO 20-YEAR HIGH ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OIL PRICES ARE ‘ALL’ SPECULATION ,[object Object],[object Object],[object Object],[object Object]
FOLLOW THE OIL, NOT THE FUTURES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IT TAKES TWO TO CONTANGO ,[object Object],[object Object]
Reference   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
THANK YOU

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Don’t Blame The Speculators Alone