Episode 47 - Trump The Art of the Iran Deal | Iran Reportedly Turns Off Oil Tanker Tracking Systems | Hedge funds turn negative on oil

Published: Nov. 6, 2018, 6:01 p.m.

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Trump The Art of the Iran Deal
https://www.bloomberg.com/opinion/articles/2018-11-02/trump-s-iran-sanctions-won-t-squeeze-oil-markets-too-much
What is Trump\'s strategy when it comes to issuing exemptions for importing Iranian oil? He\'s not abandoning his hard stance on Iran, but probably had this strategy from the start.

Iran Reportedly Turns Off Oil Tanker Tracking Systems as US Sanctions Loom
https://sputniknews.com/middleeast/201811041069490916-iran-oil-tanker-tracking-sanctions/
Trackers may be exhausted, but they\'re keeping track of Iran\'s tanker fleet and how much oil is still on the market.
Send them some coffee!

Iraqi Kurds say upgrade raises oil pipeline capacity to 1 million bpd
https://www.reuters.com/article/us-iraq-oil/iraqi-kurds-say-upgrade-raises-oil-pipeline-capacity-to-1-million-bpd-idUSKCN1N90MX

Iraq halts Kirkuk oil to Iran for domestic reasons, won\\u2019t use KRG pipeline
http://www.rudaw.net/english/business/041120181
Iraqi oil could be key to keep oil prices from surging in 2019, but will the KRG and the Iraqi government reach an agreement on Kirkuk?


In Florida, Voters Must Decide Whether To Ban Offshore Drilling And E-Cigs
https://www.forbes.com/sites/ellenrwald/2018/11/04/in-florida-voters-must-decide-whether-to-ban-offshore-drilling-and-e-cigs/#3a3b7d8f42fc
If you like offshore drilling then you must also like vaping in the workplace. At least in Florida.

Commentary: Hedge funds turn negative on oil
https://www.reuters.com/article/uk-oil-prices-kemp/commentary-hedge-funds-turn-negative-on-oil-idUSKCN1NA1K7
Is this just part of hedge funds overall investment strategy or are they actually reacting to Iran sanctions news? Explains a lot of about why oil has dropped for 5 weeks, but if it goes low enough will their long positions pick back up and send prices higher in 2019?

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