https://mauricepointner.at/dokuwiki/ 2026-05-02T22:48:34+00:00 https://mauricepointner.at/dokuwiki/ https://mauricepointner.at/dokuwiki/lib/exe/fetch.php?media=favicon.ico text/html 2025-02-24T22:40:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:0_public&rev=1740436823&do=diff Public 🗣️ Jargon KNOWLEDGE IS CAPITAL China Teapots Companies Jobs Crude ESPO De-Kastri Market Price Operations Crude Properties Fed Drivers Permian Basin Calendar Legal Sanctions Shadow Fleet STS Supply & Demand (SnD) OPEC Paper text/html 2025-01-19T21:17:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:abc&rev=1737321479&do=diff ABC text/html 2024-11-13T22:16:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:abu_dhabi&rev=1731536214&do=diff Abu Dahbi The cruise season in Abu Dhabi runs from November to April, leaving no traffic in July, August and September, and the cruise terminal at Aqaba, Jordan, shut in December because of the Red Sea disruptions, an AD Ports spokesperson said. text/html 2024-11-18T17:59:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:acts&rev=1731952768&do=diff policies Acts The Guangdong refinery in Southern China was a joint venture with state-run Petróleos de Venezuela SA, and Merey was supposed to make up half its crude supply. In 2019, PetroChina dropped PDVSA from the project because of the deteriorating financial status of the company. text/html 2024-09-29T00:00:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:airports&rev=1727568036&do=diff Airports text/html 2025-01-08T00:53:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:archipelago&rev=1736297598&do=diff Archipelago text/html 2024-12-09T21:46:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:benchmark&rev=1733780807&do=diff paper Benchmark A benchmark is typically a broad-based index of securities such as the S&P 500, MSCI World, or Russell 2000. Fisher Investments on Energy There are dozens of different measures, one for each variety of crude. The financial market focuses on two: Brent, and West Texas Intermediate, the grades traded in London and New York, respectively. They suggest a price hovering around $90 a barrel. text/html 2024-12-02T19:35:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:cargoing&rev=1733168137&do=diff Cargoing text/html 2025-02-12T23:40:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:case_study&rev=1739403650&do=diff Case Study text/html 2025-02-01T12:24:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:commodities_and_products&rev=1738412691&do=diff Commodities and Products Crude Assay text/html 2024-12-09T23:35:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:companies&rev=1733787336&do=diff Companies text/html 2025-02-08T23:52:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:defense&rev=1739058749&do=diff Defense We have a lot of increased spending on defense, which is commodity-intensive. text/html 2025-01-23T17:47:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:economic_indicator&rev=1737654461&do=diff Economic Indicators text/html 2024-12-09T22:51:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:exchanges&rev=1733784691&do=diff paper Exchanges North American futures exchanges are the most developed futures markets of the world. Sugar Operating globally, the company is strategically positioned near major commodity exchanges, with offices in São Paulo, Uruguay, Chicago, Zurich, Dubai, and Singapore. text/html 2024-12-20T18:53:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:festive_season&rev=1734720837&do=diff snd calendar Festive Season Also it is likely a lot of trading books at banks and funds shut up shop at the end of last week and have reduced appetite for positions over the festive season. text/html 2025-01-27T20:06:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:finance_and_economic_models&rev=1738008380&do=diff Finance and Economic Models text/html 2024-09-28T23:52:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:gas_hubs&rev=1727567547&do=diff Gas Hubs text/html 2025-02-01T12:26:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:geography_and_regions&rev=1738412788&do=diff Geography and Regions BRICS Countries Latin America (LatAm) North America (NA) Middle East (ME) Russia West Africa (WAF) U.S. text/html 2024-11-06T21:14:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:hungary&rev=1730927670&do=diff Hungary In Ungarn ist die Energiepolitik wie in ganz Europa eines der bestimmenden Themen – allerdings unter etwas anderen Vorzeichen. In rund 80 % der Gebäude in Ungarn wird die Energieversorgung mit Erdgas betrieben. 80-85 % des Erdgases im Land werden aus Russland importiert. Obendrein entfallen 80 % der Rohölimporte auf Russland. text/html 2024-12-09T21:46:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:indices&rev=1733780801&do=diff paper Indices Major equities gauges in the region fell, led by a drop on Israel’s benchmark TA-35 stock index, which posted its biggest loss in more than three years, sliding 6.5%. Indices ------------- * PCE text/html 2024-12-02T19:47:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:jargon&rev=1733168839&do=diff education Jargon “I think it's a fair question,” he says, adding “there’s a case” to move the listing. “It’s not emotional. It’s business.” The comment, even if hedged, is likely to shock French politicians. TotalEnergies is a national champion, and the second-largest company in the benchmark CAC 40 index, after luxury behemoth LVMH Moet Hennessy Louis Vuitton SE . text/html 2025-01-27T20:04:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:logistics_and_infrastructure&rev=1738008285&do=diff Logistics and Infrastructure Export Ports text/html 2024-12-09T21:52:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:macro&rev=1733781129&do=diff paper Macro * the market reacts to macro drivers, tracking geopolitical events and Fed rate policy An economic driver is anything related to the macroeconomic environment. This could include monetary policy, interest rates, lending activity, yield curve analysis, relative GDP growth analysis, and myriad others. text/html 2025-02-14T22:04:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:maritime_and_ship_registry&rev=1739570641&do=diff Maritime and Ship Registry Sanctions text/html 2025-02-04T20:24:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:markets_and_trading&rev=1738700696&do=diff Markets and Trading text/html 2024-12-09T21:52:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:metrics&rev=1733781139&do=diff paper Metrics text/html 2024-12-11T22:35:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:mexico&rev=1733956506&do=diff north_america Mexico “Mexico can avoid these tariffs by exporting to European and Asian buyers and free up some of the Middle East barrels going into these markets,” he said. The prospect of lower supplies from Mexico, the top supplier of crude oil to the US Gulf Coast, is supporting prices of medium sour Mars Blend produced in the Gulf of Mexico. text/html 2024-11-28T23:46:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:mongolia&rev=1732837588&do=diff Mongolia For years, Trafigura had enjoyed a profitable niche in Mongolia, which relies entirely on imports for its gasoline and diesel — largely by rail from Russia, as well as sometimes from China. Selling oil in Mongolia is complicated. International companies like Trafigura don’t have import licenses and so can’t supply the local market directly, instead relying on local distributors. For Trafigura, the main counterpart was a company called Lex Oil LLC. text/html 2024-12-12T15:39:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:non-opec&rev=1734017989&do=diff Non-OPEC Supply growth of both crude oil and natural gas liquids from countries such as the US, Brazil, Guyana, Canada and Argentina will be more than 1.1 million barrels per day in 2025. text/html 2024-12-11T22:34:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:north_america&rev=1733956479&do=diff countries North America text/html 2024-11-11T23:50:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:norway&rev=1731369040&do=diff Norway Norwegen ist mit einem Marktanteil von 30 % derzeit der größte Erdgaslieferant der EU. Die Preise stiegen sofort sprunghaft an. <https://de.investing.com/analysis/krise-und-steigende-preise--europa-braucht-dringend-neue-erdgasoptionen-200494256> text/html 2025-01-14T14:09:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:operator&rev=1736863757&do=diff jobs Operator Physical vs Non-Physical Operator Both roles are crucial in ensuring the profitability and smooth operations of a commodity trading firm, with the physical operator managing the tangible logistics and the non-physical operator focusing on financial strategy and market dynamics. text/html 2025-01-31T21:22:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:organizations_and_partnerships&rev=1738358566&do=diff Organizations and Partnerships text/html 2024-12-31T20:03:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:pipelines&rev=1735675417&do=diff origination_and_operations Pipelines The Soviet-era Urengoy-Pomary-Uzhgorod pipeline brings gas from Siberia via the town of Sudzha – now under the control of Ukrainian soldiers – in Russia’s Kursk region. It then flows through Ukraine to Slovakia. In Slovakia, the gas pipeline splits into branches going to the Czech Republic and Austria. text/html 2024-10-31T20:57:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:players&rev=1730408250&do=diff Players text/html 2024-10-08T20:01:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:poi&rev=1728417685&do=diff POI text/html 2024-12-02T19:34:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:price&rev=1733168058&do=diff Price “In every sustained commodity price rally, there’s a moment when fundamentals — supply, demand, inventories — no longer matter,” Javier Blas writes. “It’s clear that moment has arrived for cocoa.” Economists like to say that the cure for high prices is high prices, since they can reduce demand, spur increases in supply, or both. text/html 2024-11-27T23:41:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:railway&rev=1732750888&do=diff Railway text/html 2025-01-27T20:07:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:regulations_and_compliance&rev=1738008439&do=diff Regulations and Compliance text/html 2024-10-31T20:44:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:syndication&rev=1730407463&do=diff Syndication text/html 2024-12-11T00:04:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:syria&rev=1733875487&do=diff Syria Den Ölpreisen fehlten am Dienstag klare Impulse. Seit Mitte Oktober bewegen sich die Preise in einer engen Handelsspanne. Das Ende des Assad-Regimes in Syrien hatte die Ölpreise am Montag ein wenig gestützt. Syrien sei zwar kein nennenswerter Ölproduzent, aufgrund seiner geografischen Lage im Nahen Osten für die Stabilität der Region aber von großer Bedeutung text/html 2024-12-09T09:54:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:technical&rev=1733738079&do=diff paper Technical Aus charttechnischer Sicht ist sogar eher mit noch weiter fallenden Notierungen zu rechnen. Denn durch tiefere Hochs nimmt der Druck nach unten zu. Und womöglich ist das auch ein Grund, warum sich die OPEC-Staaten Medienberichten zufolge sogar bis Ende 2026 Zeit lassen wollen, um zuvor beschlossene Fördersenkungen vollständig aufzuheben. text/html 2024-12-09T21:12:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:trading&rev=1733778730&do=diff trading_and_analysis Trading “It's not about being right or wrong, rather, it's about how much money you make when you're right and how much you don't lose when you're wrong”. - George Soros A trader will tend to be more of a consumer of analysis than a producer’, and as such the necessary skills are more analogous to those of a food critic than those of a chef. text/html 2025-02-08T22:25:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:union&rev=1739053515&do=diff Union text/html 2024-12-28T22:10:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:vegetable_oil&rev=1735423854&do=diff Vegetable Oil What also makes it different? There's no alternative. There's no substitute. When I was trading vegetable oil, and I sold to Unilever for their margarine business, I knew that at specific price points, they would switch from soy to rape or vice versa text/html 2024-12-26T19:54:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://mauricepointner.at/dokuwiki/doku.php?id=0_public:zones&rev=1735242889&do=diff Zones