COLUMN-Stable forwards belie bullishness on oil: John Kemp
04 Mar 2010 18:56
 -- John Kemp is a Reuters columnist. The views expressed are 
his own -- 
    By John Kemp 
    NEW YORK, March 4 (Reuters) - Spot oil prices are trading 
at some of the highest levels since October 2008, but strength 
at the front end of the curve is not being matched by increases 
at the back end, belying forecasts of another dramatic rise in 
prices in the next few years. 
    While spot prices  have risen more than $10 since 
early December, five-year forward prices  have actually 
come down by more than $1, and the time spread has halved from 
$20 to a little over $8. 
    The same pattern has been true for most of the last year, 
with much of the firming in prices concentrated at the front 
end of the curve. While spot prices have risen $39 (94 percent) 
since March 2009 forward prices have gained just $23 (34 
percent) and have been basically range-bound for the last six 
months. 
    Firmer spreads are a natural consequence of reduced output 
from OPEC and a gradual recovery in demand across the advanced 
economies. These factors have pushed the market closer to 
balance, stabilising and now drawing down excess inventories of 
crude and refined products. 
    But several analysts have gone further, suggesting tighter 
spreads and renewed front-end strength are signs the market is 
transitioning from over-supply in 2009 to a narrower 
supply-demand balance in 2011. In their view, the market is 
building a foundation for a significant upward move to $100 per 
barrel next year and on towards $120-140 by the middle of the 
decade. 
    The problem with this argument is the lack of any 
supporting evidence in the forward market. Prices for Dec 2015 
 have been broadly unchanged since June last year. If 
anything they have softened recently, peaking at over $96 in 
January before falling to just $90 in early March, and show no 
sign of rallying. Once expected inflation of 2.5-3.0 percent 
per year is taken account, real forward prices are the same as 
today's spot market. 
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    For a graphic on spot and forward NYMEX light sweet oil 
prices, pleae click on: 
    http://link.reuters.com/nyp33j 
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    FORWARDS AND SPOT 
    Those forecasters who are most bullish at present -- based 
on the rise in spot prices and firming spreads -- have 
previously argued that investors and other market participants 
should focus on the movements at the back end for a clearer 
view about long-term supply-demand fundamentals and market 
direction. 
    The focus seems to be (arbitrarily) shifting depending on 
which market segment is more consistent with a basically 
bullish story about the need for rising prices to ration supply 
and incentivise faster growth in supply in the medium term. 
While there are three elements to the market (nearby prices, 
forward prices, and the time spread between them) no more than 
two can move independently; the third is fixed by the others. 
So the question is whether forward prices drive the spot market 
or vice versa -- which acts as the cart and which as the 
horse. 
    Recent studies suggest increased participation by financial 
investors and the lengthening maturity profile of positions 
have made the market more "forward-looking". They conclude that 
heightened volatility at the back end of the price curve since 
2004 indicates long-term factors based on expectations have 
become more important in price formation " [ID:nLDE61218F]. 
    In this view, prices are reacting more to changes in 
expected future fundamentals than imbalances in spot supply and 
demand that are expected to prove temporary. In the past, 
prices were determined nearby, with the spot market driving the 
forwards via the level of inventories and the time spread. But 
the direction of causality has been reversed, with expectations 
about the future brought back to the spot market via the 
possibility of financing and storing physical inventory. 
    
    PEAKING OIL DEMAND 
    Oil bulls see prices rising significantly above $100 per 
barrel over the next five years, while bears see prices 
remaining range bound at $65-85. The difference is really one 
of emphasis. Bulls see a need for substantial price rises to 
ration demand and force greater efficiency, especially in 
emerging markets; bears believe recent price increases have 
already set in train enough demand destruction to ensure the 
market remains well supplied. 
    Spiking prices between 2006 and 2008 have already 
eliminated a substantial amount of consumption in the advanced 
economies. Demand for liquid fuels has already peaked in the 
advanced economies, according to projections by the US Energy 
Information Administration (EIA) and International Energy 
Agency (IEA). 
    But the full effects will only be visible over the next 
decade as policy responses such as the ethanol mandate (passed 
in 2005 and stiffened in 2007) and required increases in 
vehicle efficiency (approved in 2007 and accelerated in 2009) 
are implemented. 
    Although consumption continues to grow rapidly in China and 
other emerging markets, they have significant scope to limit 
the rate of increase by phasing out remaining use in power 
generation and by boosting engine efficiency in new motor 
vehicles. As a result, some observers have begun to forecast a 
peak in global demand sometime between 2020 and 2030. 
    
    ADEQUATE SUPPLY TO 2015 
    For bears, OPEC's challenge is to minimise policy-driven 
demand destruction and keep its production competitive with 
natural gas, coal, and clean energy sources. To maintain oil's 
position in the energy mix, the cartel will need to limit 
further real price increases and avoid price spikes that would 
spur further switching to cheaper, cleaner burning and more 
reliable gas, or to coal twinned with carbon capture and 
storage (CCS) technology to limit emissions. 
    The forward market's stability at $90-95 per barrel for the 
last nine months suggests investors have largely bought into 
this view, expecting demand growth worldwide to slow 
substantially from the previous decade while continued 
increases in output and strong growth in competing fuels 
ensures adequate supply through the middle of the decade. 
    While no one should rule out the possibility of another 
price surge brought by stronger-than-expected consumption in 
emerging markets, the bears arguably have the better arguments 
at present. The stabilisation of forward prices below $100 
suggests the market is with them for the moment. 
    (Editing by David Gregorio) 
((john.kemp@thomsonreuters.com; reuters messaging: 
john.kemp.reuters.com@reuters.net; +44 207 542 9726)) 
Keywords: COLUMN OIL/ 
    
(Source:Reuters) 
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