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

Oil Under Fire: War, Supply Shocks, and the Dynamics of Crude Prices

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>In typical market behavior we all have seen over the years, the IEA stock release had been more than discounted by the market.</li>
<li>Market participants are still willing to buy unless they see the Strait of Hormuz reopened and remain reopened.</li>
<li>We will suggest that the prompt NYMEX crude oil contract will not return to near-$120 per barrel, since in our view the last $40-odd dollars largely represented short covering.</li>
</ul>


In typical market behavior we all have seen over the years, the IEA stock release had been more than discounted by the market.
Market participants are still willing to buy unless they see the Strait of Hormuz reopened and remain reopened.
We will suggest that the prompt NYMEX crude oil contract will not return to near-$120 per barrel, since in our view the last $40-odd dollars largely represented short covering.


市場は、世界に必要なのはIEAの備蓄放出ではなく、ホルムズ海峡の再開だと言っている

Crude Oil

市場は、世界に必要なのはIEAの備蓄放出ではなく、ホルムズ海峡の再開だと言っている