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10 razones por las que la burbuja de petróleo va a explotar

10 Reasons Why Oil Bubble Set to Burst
Posted Jun 30, 2008 01:03pm EDT by Aaron Task in Investing, Commodities
Related: OIL, USO, DUG, XLE, SCHW, OIH
After hitting $143.67 per barrel earlier today, crude prices have since retreated but the oil juggernaut shows little signs of slowing down.

On the contrary, says Liz Ann Sonders, chief investment strategist at Charles Schwab, who lists 10 reasons why "signs of bubble-like conditions are growing [and] increasing the odds of a major crack in oil prices":

1. Congressional hearings on oil speculation.
2. Bernanke's comments on the dollar.
3. Airlines and autos getting crushed.
4. Nonstop media coverage of the "energy crisis."
5. Gasoline subsidies being lifted or limited in Asia and India.
6. U.S. Strategic Petroleum Reserve additions being halted.
7. Wall Street analysts' aggressive upside oil price targets.
8. Record decline in vehicle miles driven while SUV sales implode.
9. U.S. consumption of oil and oil products down nearly 4% in the first quarter.
10. Iranian [tankers] with 28 million barrels of oil sitting in the Persian Gulf betting on
higher prices (and/or because of no buyers).

Sonders expands on her thesis in the accompanying video, but admits timing the peak of any market is difficult. "We are in the parabolic phase" now for crude, she says.


100% de acuerdo con ella. La gota que colma el vaso es oir que se va a 400$. El techo está muy cerca. Lo que no sabemos es cómo afectará a las petroleras si la caída es muy brusca y si realmente servirá para que las bolsas hagan un suelo de medio plazo.

Salu2