Tag: Barcap

Kiran Stacey

In this week’s readers’ Q&A session, Amrita Sen, oil analyst at Barclays Capital, answers your questions.

In this second of two posts, she discusses drilling in the US, national oil subsidies and growing demand from the Middle East.

Earlier, she answered questions on whether speculation is driving up the oil price, whether such an increase could trigger another recession and when “peak oil” might occur.

(NB – Because of a very high volume of questions, we were not able to tackle every question submitted. Apologies if yours was not answered.)

Next week, Michael Bromwich, director of the US oceans regulator, will be answering your offshore-drilling queries. Email questions to energy.source@ft.com by the end of Sunday, April 10th.

But for now, over to Amrita:

Kiran Stacey

In this week’s readers’ Q&A session, Amrita Sen, oil analyst at Barclays Capital, answers your questions.

In the first of two posts, she discusses whether speculation is driving up the oil price, whether such an increase could trigger another recession and when “peak oil” might occur.

Later, she will discuss drilling in the US, national oil subsidies and growing demand from the Middle East.

(NB – Because of a very high volume of questions, we were not able to tackle every question submitted. Apologies if yours was not answered.)

Next week, Michael Bromwich, director of the US oceans regulator, will be answering your offshore-drilling queries. Email questions to energy.source@ft.com by the end of Sunday, April 10th.

But for now, over to Amrita:

Kiran Stacey

The global economic recovery is unlikely to be threatened by rising oil prices, Amrita Sen, oil analyst at Barclays Capital, has said.

Answering Energy Source readers’ questions, Sen said she expected a “longer term increase in prices” with Opec spare capacity stretched and energy demand continuing to rise. But unlike other forecasters, she said such a rise would not threaten demand, with eastern consumers willing to pay more for their energy and western ones dipping into their savings.

Kiran Stacey

Amrita Sen, BarCap’s oil analyst, has kindly agreed to extend the deadline so more Energy Source readers will get the chance to ask their questions.

Amrita is one of the oil industry’s best known analysts, and is expert on everything from the effect of the Libyan conflict on oil supplies to what high oil prices mean for Opec and the wider economy.

Email all your questions to energysource@ft.com by the morning of Tuesday, April 5th.

Kiran Stacey

Many thanks for all your questions for Keith Parker, chief executive of the UK Nuclear Industry Association. His answers will appear on this site on Friday, April 1st.

Next week, the person in the hotseat will be Amrita Sen, Barcap’s oil analyst.

Amrita is one of the oil industry’s best known analysts, and will be taking your questions on everything from the effect of the Libyan conflict on oil supplies to what high oil prices mean for Opec and the wider economy.

Email all your questions to energysource@ft.com by the end of Tuesday, April 5th.

Breaking at pixel time — Reuters quoting an Italian government source that ‘informal’ Opec talks have begun on raising output if Libyan supply collapses (only for the Saudi oil minister to deny that Opec will consider extraordinary talks.)

Which is precisely what the supply has been doing (the country’s gas exports aren’t looking too hot either). Italy has every incentive to do something about it of course, given its ample Libyan exposure in both resources.

Kiran Stacey

Suppliers of liquified natural gas are watching the weather almost as closely as New Yorkers right now.

According to a new report by Barclays Capital, one of the only things that kept LNG demand and supply in balance in 2010 was the hellish winter in Europe and what the analysts call “exceptionally supportive weather” elsewhere.

The fact that the two did balance is a near-miracle, the report says:

2010 will go down as a year when the global LNG market somehow balanced despite expanding at seven times the rate of the previous two years.

Kiran Stacey

A fascinating (and ever so slightly gruesome) story from Leslie Hook, reporting from Beijing in today’s FT.

The Chinese government’s commitment reduce energy consumption per unit of GDP by 20 per cent from 2005 levels has led to power rationing, which in turn has fuelled a boom in diesel-powered electricity generators.

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