Oil rallied yesterday, partly due to reasons expressed here but also due to an unexpected outage in Libya. Jadestone has interims today and whilst have had some operational and political problems I'm confident that they will deliver the goods. Coro is under new management with deals changing its nature. Afentra's future is in front of it as they say but I'm confident Paul McDade is in a strong position.
Oil was quiet even after a good set of inventory stats, particularly in products, were mainly ignored yesterday. Coro has finally disposed of the residual Italian portfolio and Afentra has results, worthless but good to remind ourselves what the plans are.