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

War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8

Oil futures: Brent consolidates above $100/b, sour crude leads charge

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>Thus far NATO-members have balked at the idea of helping the U.S. "open" the Strait of Hormuz. Consider three possible scenarios, two imply price recovery, one implies further weakness.</li>
<li>The two scenarios that in our mind imply a price recovery are1) European participation along with the U.S., but Iran only targets U.S. Navy vessels and 2) no European participation.</li>
<li>The third scenario:  non-U.S. escorts and minesweepers, with Europe insisting <em><strong>no</strong></em> U.S. naval presence. Iran might accept this and allow limited resumption of traffic through the Strait.</li>
</ul>


Thus far NATO-members have balked at the idea of helping the U.S. "open" the Strait of Hormuz. Consider three possible scenarios, two imply price recovery, one implies further weakness.
The two scenarios that in our mind imply a price recovery are1) European participation along with the U.S., but Iran only targets U.S. Navy vessels and 2) no European participation.
The third scenario:  non-U.S. escorts and minesweepers, with Europe insisting no U.S. naval presence. Iran might accept this and allow limited resumption of traffic through the Strait.


Will Europe Help "Open" The Strait of Hormuz or Not? Three Scenarios, Two Bullish, One Bearish

Crude Oil

Will Europe Help "Open" The Strait of Hormuz or Not? Three Scenarios, Two Bullish, One Bearish