Archive of Geopolitical risk - The Henwood Edge
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The Drought is Going to Hit Everyone’s Wallet
Posted on July 26, 2012 by Christopher Henwood in Corn, Drought, Gasoline, Geopolitical risk, Grains, Iran, WheatEveryone knows the weather can be very fickle. What I think is less clear is the impact the weather has on the average person’s wallet every day. I operate in the world of commodities and energy and no other segment...
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Relief at the Pump … But for How Long?
Posted on May 30, 2012 by Christopher Henwood in Crude Oil, Energy, Gasoline, Geopolitical risk, Iran, OPECEvery year gasoline prices usually peak prior to the Memorial Day holiday weekend. So far this year has been no exception. This past spring the price was close to $4 for most of the US with many forecasters predicting $5...
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Increase the Strategic Petroleum Reserve – Oil is too important
Posted on April 18, 2012 by Christopher Henwood in China, Crude Oil, Energy, Geopolitical risk, Iran, WTIIn the Wall Street Journal last week, there were two articles about strategic petroleum reserves. The first was an Op- Ed Piece by Austan Goolsbee, former Chairman of President Obama’s council of Economic Advisors and professor of economics at...
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Crude Oil Prices in Fundamental Tug-of-War
Posted on March 28, 2012 by Christopher Henwood in Crude Oil, EIA, Energy, Geopolitical risk, North Sea Brent, WTICrude Oil prices have remained in a fairly narrow trading range for the past several weeks. The ongoing tensions over Iran’s nuclear ambitions and the sanctions on oil sales have heightened the concern of a major supply disruption in the...
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High Gas Prices … No Easy Answers
Posted on February 27, 2012 by Christopher Henwood in Crude Oil, Energy, Gasoline, Geopolitical risk, Iran, North Sea Brent, Refining, Regulations, WTIWhy is the price of gasoline so high? In the past week I was asked that question by a couple of the world’s largest news services looking for me to explain why it was so high and going higher. In...
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Brent / WTI Spread is at a Crucial Juncture
Posted on February 2, 2012 by Christopher Henwood in Brent / WTI, Crude Oil, Energy, Geopolitical risk, North Sea Brent, Technical Analysis, WTIThe Brent / WTI spread is at a crucial juncture. It is currently right on the 100-Day Moving Average. A Settlement above the 100-Day should push the difference between the world’s two benchmark crude contracts to widen into the $18.50...
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Crude Oil Preparing for Lift-Off
Posted on January 23, 2012 by Christopher Henwood in China, Crude Oil, EIA, Energy, Geopolitical risk, North Sea Brent, Technical Analysis, WTIWith the price of WTI wrapping itself around the $100 mark, and Brent confined to the space between its 100 and 200 Day Moving Averages, the market is ripe for a break out. The question is: will it be to...
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Gold Back From the Dead
Posted on January 4, 2012 by Christopher Henwood in Dollar, Geopolitical risk, Gold, Technical AnalysisThe reports of Gold's death are a bit premature. A few weeks back, I predicted a buying opportunity for Gold in the coming weeks. As everyone is aware, the end of the year tested the resolve of the Gold buyer looking...
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Oil Prices Moving Higher
Posted on January 3, 2012 by Christopher Henwood in China, Crude Oil, Energy, Geopolitical risk, Technical AnalysisHappy New Year! For energy bulls 2012 is off to a very good start. WTI’s almost 4% move higher comes after some positive manufacturing data out of China and Iranian sabre rattling over control of the Strait of Hormuz. The real...
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