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Macquarie: Oil Will Fall To Low $30s Again
Monday, March 28, 2016 - 2:28pm | 283Read More...In a new report, Macquarie Research analyst Vikas Dwivedi explains why the firm believes that crude oil's recent rally will be short-lived. Although the firm remains positive on oil in the medium-to-long-term, Dwivedi believes it's headed back to the $30/bbl range before its ultimate move...
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We're Using Gasoline At A Record-Setting Pace In 2016
Friday, March 25, 2016 - 10:22am | 327Read More...Americans are taking advantage of historically low oil and gasoline prices like never before. In a new report, Macquarie analyst Vikas Dwivedi discusses the record pace of gasoline consumption in the U.S. so far in 2016 and what it means for refiners. According to the report, gasoline demand is...
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Oil Rally Not Justified, This Says
Thursday, March 3, 2016 - 3:07pm | 245Read More...Macquarie Research recently issued an industry report on commodities saying that the recent crude oil rally is not justified by fundamental data. Analyst Vikas Dwivedi gave his case that while the global surplus of oil is shrinking due to major firms cutting production, short-term drivers are...
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Indian Crude Demand May Prevent Demand Growth From Falling To 800K/900K bpd
Tuesday, February 23, 2016 - 9:45am | 263Read More...Macquarie's Vikas Dwivedi mentioned that robust Indian oil demand growth appears to be an "underappreciated factor" when considering global crude demand and "a source of growing consternation for demand bears." India's oil product demand surged 440 K BPD, or 12.7 percent y/y, in January to 4.1 MM...
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Oil Prices Could Spike If This Happens In The Middle East (And The Market's Ignoring It)
Tuesday, January 5, 2016 - 3:22pm | 429Read More...Escalating tensions with Iran have led Saudi Arabia to officially cut diplomatic ties with Iran. In a new report, Macquarie analyst Vikas Dwivedi explains why these tensions could have a much larger impact on the oil market than people think. What Happened? The catalyst for the elevated...
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Will Oil Ever Recover?
Friday, August 28, 2015 - 9:46am | 425Read More...In a new report, Macquarie Research analyst Vikas Dwivedi discussed the firm’s outlook for crude oil. Overall, Macquarie sees value in the oil market, but investors will need to be extremely patient while the industry rights the ship. State of affairs As nuanced as some of the...
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Macquarie Turns Bullish On U.S. Refiners: Here's Why
Monday, July 27, 2015 - 7:19am | 371Read More...In a new report, Macquarie Research analyst Vikas Dwivedi explains the firm’s updated bullish outlook for U.S. independent refiners. Macquarie initiated coverage on U.S. refiners on Friday with five new Outperform ratings in the space. Long-Term Outlook Dwivedi sees the long-term outlook...
