Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Commodities Focus: Without Counter-Measures, Oil Headed to $100

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>USA’s Strategic Petroleum Reserves (SPR) is currently at its lowest in 40 years. Should this be a source of concern? Perhaps not.</li>
<li>USA is the world’s largest producer of crude oil. From being vulnerable to imported oil, US has become self-reliant.</li>
<li>SPR expressed differently now, stands at 188 days of net imports compared to less than 100 days as was seen in the 1980s, 1990s, and early 2000s.</li>
</ul>


USA’s Strategic Petroleum Reserves (SPR) is currently at its lowest in 40 years. Should this be a source of concern? Perhaps not.
USA is the world’s largest producer of crude oil. From being vulnerable to imported oil, US has become self-reliant.
SPR expressed differently now, stands at 188 days of net imports compared to less than 100 days as was seen in the 1980s, 1990s, and early 2000s.


Dominant US Crude Production Has Transformed the Importance and Size of Strategic Petroleum Reserve

Crude Oil

Dominant US Crude Production Has Transformed the Importance and Size of Strategic Petroleum Reserve