Monday, September 20, 2010

September 20, 2010

Equities rose and oil followed and enough analysts felt comfortable with today's economic news that crude and both products rose today for the first time in 5 days. Fundamental supply issues remain problematic. Even if there are inventory draws this week, stock levels will be higher than any 5 or 10 year average and that is occurring while refinery utilization is declining; low production and lower demand is a bad combination.

Today, crude +$1.22, $74.83; gasoline +3.05¢, $1.9493; distillate +4.11¢, $2.1402.

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