Independent Energy Equities & Commodities Research, WHB Energy Research LLC

William H Brown III

WHB Energy Research LLC is an independent energy industry equity and commodity boutique providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil and gas producing companies, energy consuming companies and high net worth individuals. WHB Energy Research LLC fills a major void by providing top level fundamental and qualitative research complemented by state of the art quantitative modeling. WHB Energy Research LLC also engages in physical oil trading activity as an agent/intermediary and also provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and managed an energy hedge fund for a single investor/client. Specialties: Economic and financial analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and energy equities in the integrated, independent producer, refining, drilling, service, and transportation sectors.

Independent Energy Equities & Commodities Research

Independent energy equity and commodity boutique

WHB Energy Research LLC

WHB Energy Research LLC is an independent energy industry equity and commodity boutique
providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil
and gas producing companies, energy consuming companies and high net worth individuals.
WHB Energy Research LLC fills a major void by providing top level fundamental and
qualitative research complemented by state of the art quantitative modeling. WHB Energy
Research LLC also engages in physical oil trading activity as an agent/intermediary and also
provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and
managed an energy hedge fund for a single investor/client. Specialties: Economic and financial
analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and
energy equities in the integrated, independent producer, refining, drilling, service, and
transportation sectors.

Commodities

<ul>
<li>Iran was an effective “sideshow” in Beijing. Most importantly, Xi has made it clear that Taiwan is “nonnegotiable”, separate from Iran, which Xi believes is President Trump’s problem.   </li>
<li>Amidst all of this and of course not coincidentally, Iran has apparently allowed a number of tankers on their way to China via the Strait of Hormuz without incident.  </li>
<li>Despite our bullish view on the U.S. commercial crude oil balance, we are closely monitoring our energy stocks for a possible peak, despite Wall Street suggesting our equities remain undervalued.   </li>
</ul>


Iran was an effective “sideshow” in Beijing. Most importantly, Xi has made it clear that Taiwan is “nonnegotiable”, separate from Iran, which Xi believes is President Trump’s problem.   
Amidst all of this and of course not coincidentally, Iran has apparently allowed a number of tankers on their way to China via the Strait of Hormuz without incident.  
Despite our bullish view on the U.S. commercial crude oil balance, we are closely monitoring our energy stocks for a possible peak, despite Wall Street suggesting our equities remain undervalued.   


As We Anticipated, The Trump-Xi Meeting in Beijing Produced Nothing Novel or New With Regard to Iran

Crude Oil

As We Anticipated, The Trump-Xi Meeting in Beijing Produced Nothing Novel or New With Regard to Iran