http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/http://www.fxstreet.com/fundamental/http://mediaserver.fxstreet.com/images/fxstreet-provider-logo1-en.gif7http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-20.htmlHave you been worried about the dramatic drop in the dollar? Are you worried that the dollar is falling because of our ballooning deficit or the fact that this country is printing money like there is no tomorrow? Well if the Fed is not worried maybe you shouldn’t be either. Panic time is over! The President of the Philadelphia Fed, Charles Plosser, says the drop in the dollar reflects the end of panic. In fact he even says its drop in value should not be a surprise and was even expected. WellFri, 20 Nov 2009 07:08:54 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-20.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-19.htmlHurricane Ida may have had more impact on the weekly American Petroleum Institute report that she will in the big energy picture. A larger drop in Gulf Coast imports led to a drop in crude oil supply and is giving people a reason other than the dollar to buy oil. The API reported that US crude supply fell 4.4 million barrels in the latest week helping to drive oil higher yet again overnight. Oh sure you have that pesky little dollar falling again as well but it still off the recent lows. OfThu, 19 Nov 2009 05:35:12 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-19.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-18.htmlIt’s cheap! It’s easy! It’s the dollar! Despite the fact that Fed Chairman Ben Bernanke said that the Fed had their eye on the dollar and that they would support the dollar if necessary, the message the market got was low rates for the foreseeable future. You would think that if a Fed Chairman ever talked about the dollar the market would take it seriously. Well the market did for a brief moment. Yet it seemed that the mention was in passing and made it seem like the Fed was unconcerned aboutWed, 18 Nov 2009 05:36:50 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-18.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-17.htmlOil prices rebound as the G-20 pledges to keep money rolling off the global printing presses and China warns of a carry trade bubble. A big rebuke from the Chinese as Obama’s trip to Asia is not exactly looking like a success. Liu Mingkang, the chairman of the China Banking Regulatory Commission, warned that US Fed policy has led to massive speculation and endangers the global economic recovery. He says that the huge carry trade is having a massive impact on global asset prices and has lead toTue, 17 Nov 2009 05:23:43 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-17.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-16.htmlIs it possible that our US jobless recovery might not be so jobless after all? Weekly jobless claims fell 12,000 to 502,000 giving the dollar a boost and the crude a trouncing even before the bearish Energy Information Agency weekly inventory report. Oh sure the overall jobless rate is still lousy but that puts the four week average at the best level in over a year and that gave some life the beleaguered dollar. Now with Obama on his way to China, the dollar could be poised for more shortMon, 16 Nov 2009 05:33:48 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-16.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-13.htmlWhat does OPEC and the International Energy Agency have in common? Well usually not too much but there are exceptions. OPEC represents the interests of oil producers whose club pumps about 40 percent of the of the global oil supply and the International Energy Agency (IEA) which acts as energy policy advisor to 28 oil consuming nations rarely see eye to eye to eye on many of the big energy issues of the day. Yet it seems in this era of economic stress even this odd couple may share some of theFri, 13 Nov 2009 05:42:05 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-13.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-12.htmlNowhere to run to, baby, nowhere to hide. Got nowhere to run to, baby, nowhere to hide. It’s not love that oil is running from but it may be commitment. Oil just cannot commit to whether it is bullish or bearish. Range trading continues much to the delight of day traders as long term position bulls and bears start to show their frustrations. It seems for every bearish story that comes across the wire you get a bullish story to offset it. If you have a profit you had better take it as oil staysThu, 12 Nov 2009 05:35:01 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-12.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-11.htmlAfter surging yesterday on the weak dollar and now tropical storm Ida, I think we can focus on all the bearish stuff that did not seem to matter. You know stuff like gas gluts and supply surpluses. As Ida hits the coast the market realizes that there is plenty of oil, products and spare production capacity to easily weather this tropical storm. More oil is on the way as the Saudis and OPEC send signals that more oil production is likely at the December OPEC meeting and news that China isWed, 11 Nov 2009 05:41:29 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-11.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-10.htmlThe oil market is getting blown in different directions. On one hand, Friday’s dismal jobs report would seem to suggest that demand for oil will be bad in the US. That drove oil lower on Friday. Yet on the other hand the weak jobs number means the Fed should keep the stimulus machine stimulating. In fact if we see more weak data it may even raise the possibility of more quantitative easing in the future. That would be dollar bearish and commodity bullish. That seems to be one of the reasonsTue, 10 Nov 2009 05:34:12 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-10.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-09.htmlAs central bankers and energy traders around the world await today’s jobs report, employers are wondering just how much blood you can squeeze out of a turnip. The turnips are getting major league squeezed as third quarter productivity surged to an annual rate of 9.5%. That follows the second quarters’ 6.9% rise which was the biggest back to back increase since 1961! And you can’t credit Windows Seven for this as it was not yet released. Anyone else go bats watching that stupid circular thingyMon, 09 Nov 2009 05:33:30 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-09.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-06.htmlCarry on my carry trade. We’ll be in pieces when it’s done. Put all your bearish thoughts to rest; don’t you sell no more. The Fed use to rise above the noise and confusion and give us a glimpse beyond the illusion. Yet gold was soaring ever higher and it flew to a high. The threat of bubbles was clear to a blind man. To not fear it to you’d have to be a mad man. I hear the Fed when I'm dreaming and I can hear them say: Carry on my carry trade. We’ll be in pieces when it’s done. Put all yourFri, 06 Nov 2009 05:35:37 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-06.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-05.htmlWhat does India's huge central bank gold purchase say about the state of the oil market? Probably a lot more than many people realize as the price oil is dollar dependant and the dollar just got disrespected by India's Central Bank. The oil had another wild day breaking before rallying back on strong factory order data showing that orders increase for fifth month in six, rising stronger-than-forecast 0.9%. Yet the most important market story was the purchase by India's central bank of 200 tonsThu, 05 Nov 2009 05:59:12 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-05.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-04.htmlHoly manufacturing smoke! The ISM blew away expectations and almost took oil out of its pre-Fed apathy by posting a 55.7% expansion which was the best since April 2006. The production index also soared to a five year high as well in a broad based recovery that transcended even the cash for clunkers program. That followed some strong numbers out of China as well. Is it possible that the impact of the weak dollar is leading to a surge in US manufacturing of goods to countries that are eager toWed, 04 Nov 2009 05:32:35 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-04.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-03.htmlBubbles and rubble, toil and trouble, the market place started to worry about bubbles as we head into Fed week. Last week the petroleum complex swung wildly back and forth in the same old range and is rallying again but could the larger macroeconomic forces at some point get us out of this range? Nouriel Roubini, the noted economist, reported in today’s Financial Times that, “the mother of all carry trades faces an inevitable bust." Roubini says that this massive rally has been helped by aTue, 03 Nov 2009 05:39:43 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-03.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-02.htmlThey did the mash! They did the market mash! The market mash, it was a GDP smash! They did the mash and it made the dollar crash! They did the mash and it's time to party because the recession is over! No, I am not sitting around in a pumpkin patch waiting for the Great Pumpkin to appear. What I am talking about is the Gross Domestic Product number. The GDP hit the high end of the market’s expectations posting an expansion in the 3.5% range. Yet party today but because we may have to face theMon, 02 Nov 2009 05:25:24 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-11-02.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-30.htmlThe combination of two rare occurrences helped send the energy complex falling. The dollar actually got stronger and gasoline supplies increased! Yes, that can actually happen! I know, I was amazed myself. Well it does seem amazing as in recent weeks the dollar has been getting hammered and refiners looked like they had refined their last gallon of gas. I am exaggerating of course but that has been the market mood. But with an unexpected 3.6% drop in new home sales and a 1.7 million barrelFri, 30 Oct 2009 05:31:56 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-30.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-29.htmlA slight rebound in the dollar and a rebounding stock market has the oil market lacking conviction. While in the big picture the bulls still have the upper hand, the conviction to drive oil to the upper end of the trading range is lacking. Yesterday oil seemed to show strength in spite of a firm dollar and a rather weak stock market. It gained more strength as the stocks turned higher after word of an IBM stock buyback. Yet oil failed to reach the heights that we set last week. Geo-politicalThu, 29 Oct 2009 05:49:11 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-29.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-27.htmlIs $80.00 a barrel just too high? Oil prices are settling back again as more and more market participants wonder if $80.00 a barrel is sustainable. Last week OPEC said that an increase in oil production may depend on whether prices remain at the $75.00 to $80.00 per barrel area, stock piles return to the five-year average and floating inventories disappear.  Gas prices in the US are increasing and are raising fears that they could put a damper on holiday spending. The Lundberg surveyTue, 27 Oct 2009 05:34:54 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-27.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-26.htmlWhen did the US dollar become the Rodney Dangerfield of global currencies? Maybe Gisele was right about wanting to be paid in euros after all. The once mighty greenback continues to lose ground and respect. Things are getting so bad that if you dropped a dollar in a sandbox a cat would bury it. The dollar is now a punch line as commodities continue to find comfort at higher ranges. Record budget deficits and no signs that the Fed is about to reverse course on its accommodative policies has oilMon, 26 Oct 2009 05:32:42 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-26.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-23.htmlI am trying to figure out who is getting beat up worse, the refiners or the dollar. The smack down on refiners and the dollar send oil on another bullish adventure as commodity price inflation starts to show its adverse economic effects. Refiners for the second week in a row kept refinery runs at historically low levels causing another large drop in gasoline supply which drove RBOB gasoline futures to a seven week high. The Energy Information Agency reported that refinery use rates rose 0.2Fri, 23 Oct 2009 05:52:22 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-23.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-22.htmlIs $80.00 the magic number that breaks the back of the fermenting economic recovery? Is eighty dollars a price or just a destination? Well yesterday it looked more like a destination as the front month oil contract hit $80 a barrel on the last trading day of the November contract before it retreated on a US dollar bounce and a plunging Canadian dollar. Oil fell back from $80 after the Producer Price Index came in showing benign inflation and numbers that showed the home-building marketThu, 22 Oct 2009 05:43:27 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-22.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-21.html“Credit is a sacred trust; it's what our free society is founded on. Do you think they give a darn about their bills in Russia? I said, do you think they give a darn about their bills in Russia?" Bud from Repo Man in 1980. But it was the threat of reverse repos that moved the markets with a momentary jolt. Is Ben Bernanke a repo man? Reverse repos are when the Fed moves to take dollars out of the system by offering securities to certain market participants with a promise to buy them back at aWed, 21 Oct 2009 05:28:38 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-21.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-20.htmlA breakout in oil and what do you get, another day older and deeper in debt, like about 1.42 trillion dollars deep. Now it does not get much deeper than that. The US Budget deficit screams while politicians fight over ways to spend more money and the dollar loses ground and respect. 1.42 trillion dollars and the oil bulls continues to breathe easy up in this new atmosphere as a breakout to the upside has the bulls firmly in control. Just how much is 1.42 trillion dollars? Bloomberg NewsTue, 20 Oct 2009 05:28:29 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-20.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-19.htmlNo Mas, refiners wave the white flag as the Energy Information Agency report that US refinery runs plunge 10% to 80.5 percent! That puts refinery runs below the five year average of 81.4 percent causing a steep drop in gasoline and drop in distillates setting off a firestorm of buying in the petroleum complex. Keep in mind that that this is a five year average that includes two major hurricane related shut downs. In other words refiners are running like they were hit by a hurricane and if youMon, 19 Oct 2009 05:19:55 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-19.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-16.htmlThere was joy in Mudville and in the halls of JP Morgan Chase as the Dow Jones reached the 10,000 level for the first time in a year. Hope springs eternal in the human breast as it is official that the worst of the recession is over. It has got to be the Fed minutes told us so. Dow 10,000 became like a magnet as traders could see in their sights the 10,000 Dow Promised Land and for a brief shining moment it seemed like all of our economic problems just went away and all was right with theFri, 16 Oct 2009 05:25:17 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-16.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-15.htmlForget about supply for the moment, the focus is all on demand. Just like the lack of demand for the shunned greenback and the prospect for better oil demand in the future. Oil prices continue their assault on higher prices because of better than expected China exports and a weakening dollar. Front month crude posted a new high for the year yet due to contango, the November contract is still short of its own personal contract high which was 7589 set June 29 of this year. Oil bulls have a freeThu, 15 Oct 2009 05:32:25 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-15.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-14.htmlHas the coldest winter in a decade, as some experts predict, just begun? Can record cold really overcome record supply if refineries cut back production? Well it seemed a bit more plausible as winter worries helped an oil flurry on a light volume trading session. The cold weather fed into fears that refinery cut backs could cut into a massive oversupply situation when every trader turned on the heat. Throw in a weaker dollar and you have the perfect recipe for a holiday trade oil rally.Wed, 14 Oct 2009 05:35:04 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-14.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-13.htmlGet the ear muffs out. Oil bears gets frosted as cold temperatures give the energy complex a Columbus Day boost. Global warming takes a holiday as heaters across the country seemed to go on much earlier than usual. Stunning records for cold were set across the nation increasing the demand for heating fuels over the weekend. The Chicago Marathon, according to the Chicago Tribune, had its coldest start since a 33 degree low in 2002 which they say was a far cry from 2007 when temperatures soaredTue, 13 Oct 2009 06:03:44 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-13.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-12.htmlOh no the dreaded vote of confidence. You know in professional sports when your team is playing lousy and just put in a dismal performance and the owner of the team or the GM gives you a “vote of confidence” and you’re fired the next week. Well it is a good thing that Treasury Secretary isn’t a baseball manager or he would be gone. After the dollar took another drubbing the White House came out and said that President Barack Obama has "tremendous confidence" in Treasury Secretary TimothyMon, 12 Oct 2009 06:10:56 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-12.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-08.htmlIt's so funny how we don't talk supply anymore. But I ain't losing sleep and I ain't counting sheep. Yet today we may be counting barrels. Yesterday it was about increasing interest rates in Australia and conspiracy theories against the dollar. Oh no!, they are plotting against the dollar! Run and hide! Run and hide in commodities. Today it may be back to good old supply and demand. The Energy Information Agency releases there weekly snapshot of supply and demand and now the market will focusThu, 08 Oct 2009 05:48:42 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-08.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-06.htmlJobs losses are mounting and oil supplies are rising. It is time to face facts. Recent economic data is undermining the bull's oil case. Welcome to the jobless economic recovery that should reduce oil demand expectations even further as we look out into our future. Oil prices slid as our nation's unemployment reached a painful 9.8% and we lost 263,000 jobs. The oil bulls had better hope the dollar collapses if they are going to have any luck defending these lofty price levels. US supplies areTue, 06 Oct 2009 07:51:32 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-06.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-05.htmlDo you remember the good old days? You know like the this past quarter when it seemed stocks went up every day? Give me my quarter back! Well folks those days may be just a pleasant memory. The new quarter started with an October stock slide leaving oil traders to once again question whether bullish stocks is bullish or is bullish bearish. In other words, should the oil market follow stocks lower because of decreased demand fears? Or if we get an October stock market crash is it bullish oilMon, 05 Oct 2009 05:48:39 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-05.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-02.htmlGlobally off balance and no, I am not talking about Mahmoud Ahamadineajad, though I could be. No, what I am talking about is a perceived imbalance in the strength of the US economic recovery and the perceived strength of the recovery in the rest of the world. Yesterday the global commodity markets were knocked for a loop when it was reported that the Chicago Purchasing Manager report came out a lot worse than expected and that the ADP jobs report is still showing labor weakness. What madeFri, 02 Oct 2009 05:36:35 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-02.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-01.htmlIt’s time to play nuke and go seek. Ollie, Ollie, Oxen free it’s time for Iran to quit hiding. Of course when they have already found your hiding place haven’t you already lost? Mixed signals on whether or not Iran will allow weapons inspectors to tour the secret Qom nuclear facility are raising tensions and perhaps, to a small extent, petroleum prices as the world waits to see what the next step is going to be. While British Intelligence Services are accusing Iran of secretly designing aThu, 01 Oct 2009 05:55:03 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-10-01.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-30.htmlOil prices got a bid from a rising stock market and concerns over Iran. Now, while some traders and analysts try to hype the Iran story, the truth is the odds of an imminent military conflict with Iran are being greatly exaggerated. And if we do actually get into a conflict, it is unclear as to whether or not it will have a long term impact on oil prices in a world awash in supply. Many analysts point to the fact that the Iranians have threatened to close the Straits of Hormuz, a major chokeWed, 30 Sep 2009 05:32:10 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-30.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-29.htmlMissiles, madmen and spare capacity. Iran shot off short and long range missiles in what they said was an act of defiance against the rest of the world. Of course it was more like a child’s temper tantrum because they were caught in a lie. Iran’s President Ahamadineajad was spouting off his usual rhetoric as he deludes himself into believing that he is leading a world super power.  Well remember this is the guy that honestly believes he won the Iranian election fair and square. Just askTue, 29 Sep 2009 05:33:55 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-29.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-28.htmlOil breaks as the market shakes as the reality of tight supplies in a post Fed Meeting world. The dollar rebounds and commodity break as the market realizes that while the Fed is still supplying stimulus it is not going to last forever. With petroleum still wobbly after getting hit with this week’s bearish supply report the bears have gained control over the market. Technically the Bears biggest fear is profit taking or an economic or geo-political event that could once again change theMon, 28 Sep 2009 06:07:16 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-28.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-25.htmlI did not think it possible but it was almost like the weekly Energy Information Agency report from the Department of Energy actually over shadowed the Federal Open Market Committee announcement on interest rates. Oh no! We have to focus on supply and demand again. Yikes! All right I guess it was hard to ignore some stunningly bearish EIA number but could the Fed be signaling that the economy is getting better be a bearish development in the energy patch?  Let’s start with the EIAFri, 25 Sep 2009 05:41:29 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-25.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-24.htmlGo ahead and make my day. Commodity prices explode in what really shouldn’t be called trading, it should be called tainting. One day after paying all “due respect” to the Federal Reserve the dollar tanked and the commodities rallied almost trash talking the Federal Reserve and daring them to do something about it. I know what you’re thinking, did the Fed cut rates 4 times or was it five? In fact in all the excitement I kind of forgot myself. I guess the question is: does the Fed feel lucky?Thu, 24 Sep 2009 05:41:24 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-24.htmlhttp://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-23.htmlOne day China’s oil demand is bad and the next, good. Welcome to another mystery from The Middle Kingdom. Yesterday oil prices were pressured on reports of bulging inventories in China and weak demand. Platts reported that Chinese oil demand in August slid 5.4% from July. Platts said that China's implied oil demand totaled 33.02 million metric tons in August versus 34.92 million metric tons in July. Oil refiners in China are reporting that demand is still weak. Reuter’s news reported thatWed, 23 Sep 2009 06:47:02 GMThttp://www.fxstreet.com/fundamental/analysis-reports/info@alaron.com (Alaron)http://www.fxstreet.com/fundamental/analysis-reports/the-energy-report/2009-09-23.html