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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: Dennis Roth1/7/2014 7:24:49 AM
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Global Oil and Gas Sector
Reducing 2014 Brent price forecast by 8%; Revising Estimates and Target Prices
D. Hewitt doc.research-and-analytics.csfb.com

It's (nearly) time for Brent to break $100/bbl. We update our Brent forecast from $110 to $102/bbl in 2014-with a focus on a second half decline as multiple supply points ramp back, pushing Brent toward and through the lower end of its three-year trading range. It's still all about supply. We forecast Libya will add 700kb/d, Iran 460kb/d and Iraq 220kb/d in 2H14, as the US adds a further 1 mn b/d through 2014. The big question is when does Saudi get forced below its 'red line' 9 mn b/d and what does it do? Demand, 2014 similar to 2013.

That's the short version. Here's the longer version.

Oil and Gas Sector Update
CS SECTOR REVIEW
Mark Samter, David Hewitt, Justin Teo
Price pressure in 2014
07 January 2014, 40 pages sendspace.com

And here's the biggie, the 2014 forecast for all commodities, not just oil and gas.

Commodities Forecasts:
Light at the End of the Tunnel

06 January 2014, 165 pages sendspace.com
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