Bulls Grab Headlines at Major Asia Oil Conference but Not Everyone Buys into $100 Crude
We attended a major annual oil industry conference in Singapore over Sep 24-26 and spoke to several senior executives and traders from oil majors,...
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Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
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Trafigura – A More Benign Read of Financial Metrics
While we remain concerned with oil, gas, energy and shipping companies and Singapore bank exposure to these companies, we believe Trafigura is not...
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Singapore Bank Risk from Trafigura and Others in Oil and Gas
We have all seen the continued reduction in oil prices. The worsening outlook for oil and gas companies will impact banks when closing books on 30...
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