Natasha Kaneva

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Claims made by or about Natasha Kaneva

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Total: 4

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Subject

J.P. Morgan Commodities Research > Brent crude price decline

Quote from Video

We modeled US supply as a function of price... what we concluded is there will be a lot of supply. The supply will be heating market in the second half of 2025, and there will be a $60 handle in the Brent by the end of that year.

Iran War Ignites Oil-Shock Stagflation Fears + Who Controls the Energy Market? | The Spillover

@cfr

J.P. Morgan Commodities ResearchforecastsBrent crude price decline

“We modeled US supply as a function of price... what we concluded is there will be a lot of supply. The supply will be heating market in the second half of 2025, and there will be a $60 handle in the Brent by the end of that year.”

20m42s• 2.5K views • 2 weeks ago

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Subject

Oil supply from the Strait of Hormuz > disruption

Quote from Video

The first time ever in the written history of the Strait of Hormuz, the traffic through the strait is halted. It's not shut. The street is still open, but the boats are nervous. Insurance companies stopped insuring the boats, and so all of them are stuck on both sides of the mouth of this very, very narrow strait.

@cfr

Oil supply from the Strait of Hormuzis experiencingdisruption

“The first time ever in the written history of the Strait of Hormuz, the traffic through the strait is halted. It's not shut. The street is still open, but the boats are nervous. Insurance companies stopped insuring the boats, and so all of them are stuck on both sides of the mouth of this very, very narrow strait.”

21m24s• 2.5K views • 2 weeks ago

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Subject

Brent crude oil price > $100 to $120

Quote from Video

The way to think about that is one million barrel per day equals $4 in the price this year. So, you just multiply 16x4, plus you add it to the fair value, which at this point it's for me even hard to calculate. So, the number way coming up was it's $100 to $120.

@cfr

Brent crude oil priceis forecasted to reach$100 to $120

“The way to think about that is one million barrel per day equals $4 in the price this year. So, you just multiply 16x4, plus you add it to the fair value, which at this point it's for me even hard to calculate. So, the number way coming up was it's $100 to $120.”

28m19s• 2.5K views • 2 weeks ago

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Subject

US oil production > the relationship between oil and the dollar

Quote from Video

It feels like, Natasha, the relationship here between oil and the dollar is structurally changing as the US goes from net oil importer to exporter. And I know you and your team have done some work on that.

@cfr

US oil productionstructurally changesthe relationship between oil and the dollar

“It feels like, Natasha, the relationship here between oil and the dollar is structurally changing as the US goes from net oil importer to exporter. And I know you and your team have done some work on that.”

30m0s• 2.5K views • 2 weeks ago

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