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

Curator's Cut: Crude Reality, Reshuffling Gold Miners & Banking on Japanese Fintech

Oil futures: Crude higher despite IEA strategic stocks release plan

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>Prior to the U.S.-Iran war, we were far more constructive on the global oil balance for this year than the consensus and IEA, who were assuming a "mega surplus."</li>
<li>Granted, the closure of the Strait will have a constructive impact on the balance, but eventually tanker transit will safely resume in another month or so. </li>
<li>Whenever that occurs, oil prices and our stocks will suffer a severe correction, which we would view as a long-term buying opportunity.</li>
</ul>


Prior to the U.S.-Iran war, we were far more constructive on the global oil balance for this year than the consensus and IEA, who were assuming a "mega surplus."
Granted, the closure of the Strait will have a constructive impact on the balance, but eventually tanker transit will safely resume in another month or so. 
Whenever that occurs, oil prices and our stocks will suffer a severe correction, which we would view as a long-term buying opportunity.


Looking Longer Term and Once the Strait Is Reopened, We Remain Bullish on the World Oil Balance.

Crude Oil

Looking Longer Term and Once the Strait Is Reopened, We Remain Bullish on the World Oil Balance.