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《GS-Top of Mind：Oil on the boil—again？》由会员上传分享，免费在线阅读，更多相关内容在学术论文-天天文库。
1、Economics,CommoditiesandStrategyResearchTopofMindSeptember6,2012Issue3Oilontheboil—again?Fromtheeditor:Withcrudeoilpricesupover25%sinceJuneandtensionswithIranrunninghigh,oilisonceagainTopofMind.Inaninterviewwithourheadoileconomist,DavidGreely,wediscussthedriveroft
2、hepricerise(mostlysanctions-relatedIraniansupplydisruptions)andthelonger-termoutlookforoil(stillsupply-constrainedforawhile,butsupplyanddemandtechnologicalinnovationprovidehopeforlowerprices).Wethentakeacloserlookatthethreemostpressingissuesrelatedtooil:Iran—Ambas
3、sadorDennisRossshareshisexpertiseonIraniannuclearambitionsandhowtodealwiththecurrentimpasse;Shale—unlikelytoresolveglobaloilsupplyconstraintsinitself,butlikelytomovetheUSandultimatelyChinaclosertooilself-sufficiencywithfar-reachingmacro/geopoliticalimplications;an
4、dRegulation—DonCasturofromourcommoditiesbusinessdiscusseswhatliesaheadasnewruleskickin.InsideInterviewwithDavidGreely—Allaboutoil4GSHeadofEnergyCommoditiesResearchInterviewwithAmbassadorDennisRoss—Iran8FormerChiefUSMiddleEastNegotiatorExploringtheoilrevolution10Mi
5、cheleDellaVigna,Oilsteam,EquityResearchTheScaleofshale12JeffCurrie,HeadofGlobalCommodityResearchCornandgasoline—whowagsthetail?14DamienCourvalin,CommodityResearchInterviewwithDonCasturo—Alookatregulation16HeadofCommodityInvestorProductTradingWiththeUSandEUIranhasn
6、owaccumulatedLiquidityhasalreadybeenhitsanctionslimitingIraniancrudeoilaboutfivebombs’worthoflow-evenbeforetheregulationshaveexports,theworldoilmarketisenricheduranium.Thisprogresstakeneffectasthefinancialcrisisandtightening,whichwethinkwillhascreatedasensethatthe
7、generallydifficulttradingcontinuetosupportprices.”somethingmorehastobedonetoenvironmenthaveleftmanychangeIran’sbehavior.”participantsmoreriskaversethaninthepast.”DavidGreely,GSCommoditiesAmbassadorDennisRossDonCasturo,JAronEditor:AllisonNathan
8、allison.nathan@gs.co
9、m
10、+1(212)357-7504
11、Goldman,Sachs&Co.ECSExecutiveCommittee:JeffreyCurrie
12、JanHatzius
13、KathyMatsui
14、TimothyMoe
15、PeterOppenheimer
16、DominicWilsonInvestorsshouldco
