Written Commentary
Sean Barry 2025 ChicagoCIO ORBIE Finalist
February 6, 2025
Market Update
- Bearish reaction to the builds in products on the weekly stock data saw the positive outlook curtailed albeit likely to be a respite rather than a change in sentiment. Gasoline supplies plentiful whilst driving season takes hold
- Investors eyeing recovery and vaccination rates as economies open up and crude market remains in a strong backwardation
- Flight destinations in the USA are likely to expand allowing for increased demand for jet fuel
- Iran nuclear talks continue positively. Iran likely to be in full production one month after sanctions lifted
- Lybian oil production heading back to full capacity after leaking pipeline is fixed
Oil Data Release
- Natural Gas Storage Change Exp 99 Prev 98
Macro Data Release
- CPI MoM Exp 0.5% Prev 0.8%
- Jobless Claims Exp 370k prev 385k
Contact the ADMISI Energy Desk
Marco Saggese, Sharon Mitchell, Tony Scuderi
Phone: +44 (0)20 7716 8550 Email: energy.desk@admisi.com
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A subsidiary of Archer Daniels Midland Company. © 2021 ADM Investor Services International Limited.
Risk Warning: Investments in Equities, Contracts for Difference (CFDs) in any instrument, Futures, Options, Derivatives and Foreign Exchange can fluctuate in value. Investors should therefore be aware that they may not realise the initial amount invested and may incur additional liabilities. These investments may be subject to above average financial risk of loss. Investors should consider their financial circumstances, investment experience and if it is appropriate to invest. If necessary, seek independent financial advice.
ADM Investor Services International Limited, registered in England No. 2547805, is authorised and regulated by the Financial Conduct Authority [FRN 148474] and is a member of the London Stock Exchange. Registered office: 3rd Floor, The Minster Building, 21 Mincing Lane, London EC3R 7AG.
A subsidiary of Archer Daniels Midland Company.
© 2025 ADM Investor Services International Limited.
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