“What seems rather fanciful about this project is that the fuel-supply aspect appears contingent on proving some highly advanced technology. They're using this as a way to sell reprocessing technology rather than as a way to solve the problem of fuel supply, and that's troubling.”
Daryl Kimball
“We're heading into a high demand period, even though we have ample supplies, we're not exactly over-supplied.”
Phil Flynn
“You're just seeing some regional differences because of what's available locally. We have a good supply, but there seems to be a lot of speculation on usage.”
Bruce Bell
“Dell is a supply chain driven, keep it simple, keep it high volume supplier and anything else doesn't fit their business. Once you get into a more consultative sell it really doesn't fit their business model.”
Brian Cox
“Supplies [are] on track to be at a record-high level at the end of the heating season, so the market needs a significant disruption in supply or extraordinary jump in demand to reverse the current down trend.”
Michael Fitzpatrick
“It appears that strong competitive pressures on the high street and through the supply chain are continuing to contain any second round inflationary effects of high oil and energy prices.”
Howard Archer
“While a near-term supply disruption from Venezuela does not seem likely, the country's inability to meet its OPEC quota makes the government famously hawkish when it comes to defending an oil price floor for the group. This fact, along with a lack of foreign investment in the Venezuelan energy sector, should be seen as bullish factors for global oil prices. We do not see this changing until such time as the government adopts more favorable policies towards foreign oil companies.”
Raymond James
