Shale Hedges Threaten Oil Rally by Nick Cunningham • Nov 24, 2017 • 15 Comments Surge in hedging puts downward pressure on the oil futures curve.
U.S. Shale Kills Off the Oil Price Rally by Nick Cunningham • Mar 10, 2017 • 41 Comments A shocking level of bullishness by hedge funds, then prices plunged.
Biggest Gasoline Glut In 27 Years Could Crash Oil Markets by Nick Cunningham • Feb 21, 2017 • 34 Comments Why is demand suddenly faltering?
Wall Street Pouring Money Back Into Oil And Gas by Nick Cunningham • Feb 9, 2017 • 12 Comments “The mood is absolutely different,” even as oil prices have faltered.
US Shale Set To Kill Oil-Price Rally by Nick Cunningham • Dec 7, 2016 • 14 Comments Demand-driven price rallies are more sustainable, but that’s not what we have today.
Venezuela Escapes Bankruptcy for Now… But Oil Production Continues To Plunge by Nick Cunningham • Oct 24, 2016 • 13 Comments Investors buckled, but the country’s plight is only getting worse.
Could the Bottom Fall out of this Oil Rally? by Nick Cunningham • Oct 4, 2016 • 20 Comments Was it all a mirage?
As Default Looms, Venezuela Pushes Highly Dubious Oil Deals by Nick Cunningham • Sep 24, 2016 • 19 Comments Teetering on the brink of utter economic collapse.
Bullish Sheen on Oil Markets Wears off by Nick Cunningham • Jul 1, 2016 • 13 Comments Large Downside Risk as Oil Outages Come Back Online.
Positions Hit “Bullish Extremes,” Risk Getting Undone by Nick Cunningham • Mar 29, 2016 • 1 Comment Oil rally maxed out?
