Hints and tips:
...Not so, says Morse....
...And Morse has made correct contrarian calls in the past, proving prescient about the 2008 and 2014 price collapses. Morse’s laid out his bearish view for me on Friday....
...On “Badji Feray” two fighters debate who should take up the leadership should the “Black Jacobin”, Toussaint L’Ouverture, be captured....
...“We now have ripple effects that are significantly deeper and potentially more disruptive for the energy system than had previously been the case,” says Ed Morse, global head of commodities research at Citigroup...
...(FT) The new oil order When it comes to oil, we are used to old thinking — a world of producers comprised of Opec plus critical non-Opec producers including Russia, Mexico, Norway, Oman, writes Ed Morse...
...According to Citi’s Anthony Yuen and Ed Morse, that means the cost of financing is the key determinant in making these projects competitive and viable — an increasingly pressing objective in the context...
...Edward Morse, head of commodities research at Citigroup, said: “[There are], no concrete next steps beyond having a review meeting, and no procedure for moving to production cuts.”...
...“It remains unlikely that key Opec producers are about to blink,” says Edward Morse, global head of commodities research at Citigroup....
...decline [in oil prices] not only reflects concerns about demand growth, but also inventory builds in the US . . . as well as the increase in US shale oil rig utilisation across all the shale plays,” said Ed Morse...
...We’re all about unexpected consequences of “liquidity illusion-syndrome” these days, so it was exciting to discover a liquidity-focused assertion from Citi’s Edward Morse and team on Monday about the recent...
...“It has been too convenient to believe that the main problem has been global GDP growth,” said Ed Morse of Citi in a recent report....
...Ed Morse is managing director and global head of commodities research at Citi...
...“The US shale revolution, coming on top of the maturation of deepwater production, paints a robust supply picture,” says Ed Morse, head of commodities research at Citi....
...Mr Morse forecast that gas-for-oil substitution measures will reduce global oil demand by 3.5m barrels a day by 2020....
...Looks like the analysts in Citi’s commodities team headed by Seth Kleinman (which includes the inimitable Ed Morse) didn’t get the memo....
...Ed Morse, the veteran oil watcher at Citigroup, has also been a popular analyst among investors, but for the opposite reason: his bearish views....
...As Ed Morse, head of commodities research at Citigroup and a long-time Opec observer, notes in a report, the “Opec dilemma is that its capacity to push prices lower to disrupt new emerging sources of supply...
...Edward Morse, the head of commodities research for Citigroup, said he expected approval in the first quarter of next year....
...“There is an overhang of producible oil in the world,” Ed Morse, Citigroup’s global head of commodities research, said in a July 31 phone interview from Houston....
...David Morse, his original interpreter, imbued him not only with the broken charm of the lovable alcoholic but also with a languid sexiness that was nearly impossible to resist....
...ago, writes Morse, former US deputy assistant secretary of state for international energy policy....
...So warmly has Sarkozy spoken of the US that the French press has dubbed him “l’Américain”....
...Insight: Ed Morse – WTI is losing its glitter Less surprising than the change in the benchmark for Saudi oil sales into the US, whereby Saudi Arabia has dropped the West Texas Intermediate contract, was...
...Edward L. Morse is managing director and head of research at LCM Commodities in New York and served as deputy assistant secretary of State for International Energy between 1979 and 1981....
...And it did so, remarkably successfully Morse adds, to 12.5m barrels a day by 2009, with another 1m on standby by 2010....
International Edition