50 Quotes by Barclays Capital

OPEC production is falling in any case thanks to Nigerian losses, and the threat from Niger Delta militants to oil exports has the potential to get even more serious.

Physical buying could help provide some support, but it is still unclear at which price levels they would re-emerge in significant quantities.

Recent hurricane damage in the U.S. has impacted natural gas more than any other energy market.

Market conditions will remain nervous and there is a general sense of uncertainty over the next big price move.

While we think such high prices are not justifiable by gold 's commodity fundamentals in terms of market balance and inventory levels, the combination of a surge in oil prices above $70/barrel, geopolitical tensions and strong momentum is dominating at present, and further gains cannot be ruled out.

We continue to question how close the situation now is to either complete company withdrawal from the area or a strike by workers due to the obvious lack of security.

We continue to expect two more rate hikes, but the dovish tone of the minutes suggest that upside risk to this forecast is limited.

We believe the rise in Chinese crude oil imports in October signals a period of stronger Chinese apparent demand figures over Q4 2005 and Q1 2006.

U.S. gasoline inventories have fallen further below their five-year average, while U.S. oil demand remains strong. Our estimates of current market balances indicate a significant tightening relative to a year ago.