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>A key element in the equation to watch closely is the interplay between Iran, Saudi Arabia, and the Houthis and how ultimately the Strait of Hormuz issue is resolved.                </li>
<li>Saudi Arabia postponed a meeting with Iran and other Gulf states due to intensified Houthi attacks on Saudi military and energy assets. Thus far and critically, Abqaiq has been spared.                                 </li>
<li>If Iran can somehow convince the Houthis to “tone it down”, there is the possibility of an agreement to “manage” the Strait of Hormuz without the United States.         </li>
</ul>


A key element in the equation to watch closely is the interplay between Iran, Saudi Arabia, and the Houthis and how ultimately the Strait of Hormuz issue is resolved.                
Saudi Arabia postponed a meeting with Iran and other Gulf states due to intensified Houthi attacks on Saudi military and energy assets. Thus far and critically, Abqaiq has been spared.                                 
If Iran can somehow convince the Houthis to “tone it down”, there is the possibility of an agreement to “manage” the Strait of Hormuz without the United States.         


Morning Market Notes: A "Far Out" Scenario: A Saudi-Iran Strait of Hormuz Deal Down the Road?

Crude Oil

Morning Market Notes: A "Far Out" Scenario: A Saudi-Iran Strait of Hormuz Deal Down the Road?