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>News that the U.S. is sending another aircraft carrier to the Gulf plus renewed tanker attacks provides support for our thesis, though the carrier move is a “rotation.”    </li>
<li>Nonetheless, the carrier rotation in tandem with the tanker attacks do not serve as a foundation for building mutual trust, as the “proposals” intended.</li>
<li>While none of this <em>guarantees</em> a renewal of major military action, at the least it does not <em>negate</em> our previously discussed fourth quarter scenario</li>
</ul>


News that the U.S. is sending another aircraft carrier to the Gulf plus renewed tanker attacks provides support for our thesis, though the carrier move is a “rotation.”    
Nonetheless, the carrier rotation in tandem with the tanker attacks do not serve as a foundation for building mutual trust, as the “proposals” intended.
While none of this guarantees a renewal of major military action, at the least it does not negate our previously discussed fourth quarter scenario


Morning Market Notes: U.S. Aircraft Carrier Moves, Tanker Attacks Support Our Fourth Quarter Thesis

Crude Oil

Morning Market Notes: U.S. Aircraft Carrier Moves, Tanker Attacks Support Our Fourth Quarter Thesis