Нефть / Oil

Brent______@ 103.40 $/bbl

WTI_______@ 104.46 $/bbl

Юралс_____@ 99.05 $/bbl

US gasoline_@ 275.88 $cts/gall

Crack_______@ 11.420 $/bbl

US heating_@ 293.80 $cts/gall

Crack______@ 18.946 $/bbl

NWE gasoil_@ 942.50 $/mt

US Ethanol_@ 261.00 $cts/gall

EURUR/US$___@ 1.5640

Crude &Products

-market well defending the $100 level on brent. Tried to break the important 99$ level twice yesterday. Couldn't make it. And rebounding. I still believe we will see a bigger correction going into Q2 08 if nothing geopolitical worrying happens

-finally the idea of long RBOB Crack versus short No2 Heatingoil Crack works out massively. But I am not in L . next

- Crude stocks built by a huge 7.32 mbbls, as crude imports rebounded strongly by 1.39 mbpd to 10.28 mbpd and crude runs only picked up by 72 kbpd Total product stocks drew by 5.82 mbbls, with gasoline down by a very big 4.53 mbbls and distillate by 1.63 mbbls. Total product demand fell by 83 kbpd on the week, leaving the four week average demand at 20.28 mbpd, down by 273 kbpd (1.3%) year-on-year. Gasoline demand rose by a big 214 kbpd during the week, bringing the four week average demand to 9.16 mbpd, which matches the year-ago level

-take care boyz and girlz, market looks very fragile

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Природныйгаз / Natural gas

US Henry Hub_@ 9.886 $/MMBtu (next mth)

-rebounds in line with crude, despite milder weather ahead and softer cash

UK NBP_@ 59.55 lbpce/term (next mth)

________@ 74.00 lbpce/term (next season/wi08)

-prompt up on cool weather outlook. Curve once again get lifted by crude oil

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Уголь / Thermal Coal

API 2_NWE_@ 121.10 $/ton (year ahead)

API 4_SA__@ 97.74 $/ton (year ahead)

-overall situation cooled down in south-africa with more coal on its way.

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Эмиссияуглекислогогаза / CO2-Emissions

EU-Allowances_@ 23.75 EUR/ton (next year)

-up on bullish 2007 figures which are not complete yet but show that much too much emissions in the air. Technically looks very bullish. If 24 breaks, way open to new highs. Market already tried this morning with a high tick at 24.05. I bet it will go through………

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Электрическийток /Electricity

Germany_@ 55.25 EURuro/MWh (mth ahead)

__________@63.90 EURuro/MWh (year ahead)

UK______@ 57.50 lbstg/MWh(mth ahead)

-

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Уран / Uranium-U3O8

U3O8 index___@ 71.00 $/lb

U3O8 Swap___@ 75.00 $/lb (mth ahead)

-the cheapest fuel by far. And lots of nukes got built. When does the rally start ???? I am waiting

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Сельскоехозяйство / Grains &Softs

Corn_____@ 59.50 $cts/bu.

Wheat___@ 949.00 $cts/bu.

Soybean_@ 1237.50 $cts/bu.

SoyOil___@ 54.60 cts/lbs

Rough Rice@ 20.15 US$/cwt

Sugar 11_@ 11.77 $cts/lb

Sugar 5__@ 340.90 US$/t

Coffee___@ 128.65 $cts/lb

Cotton___@ 70.18 $cts/lb

-us corn futures:

-rise to record highs as wet weather posed a threat to this year's crop that has yet to be seeded. 5-8inches of rain over next day

-us wheat futures:

-rebounds from week-long sell off on signs of fresh export interest. Egypt tender ahead. Brazil bought 200-250k tonnes of u.s. and Canadian wheat

-us soybean futures:

-surge as increased export interest comes in. even though argentine strike called off for 30days. Will take awhile for soy supplies to work their way back into the pipeline. China bought 226kjt of 07/08 u.s. beans. Bearish signs on f'casts for more Midwest rains on Thursday, with heaviest amounts expected in the southeast belt. Spring field work and early corn planting halted, which might lead to more soy planting

-us raw sugar futures:

-rebound as short covering powered an advance and crude rallies

-coffee futures:

-fall on investor selling in line with cocoa. Firmer dollar weighs.exports from Guatemala rise 11.4% in march to 484'814 60kg bags. Burundi rebels refuse to rejoin a truce monitoring team. Russian demand picking up

I am very bullish on all food and fuel in mid to long-term!!

Пока

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-Current trading recommendations:

sl=stop loss / pt = profit target

( )=total cash-in sofar on monthly base/2008 only

Brent

Flat

Sell 104.75 / sl 105.75 tp 101.75

(P&L +18.84/+10.06)

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Brent-WTI Spread

flat

(P&L +0.79)

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RBOB Gasoline / Heatingoil

Flat

(P&L +80.83/+88.53)

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RBOB-crack

flat

(P&L +0.20/+15.29)

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Heatingoil-cracks

flat

(P&L -5.91/-7.85)

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Henry-Hub

flat

Sell @ 10.00 / sl 10.40 tp 9.40

(P&L +8.17/+8.89)

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NBP

Flat

Sell may08 now @ 59.55 / sl 60.55 tp 57.55

(P&L +57.40/+2.5)

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Coal API2 &API4

flat

(P&L+305.46/+250.75)

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eua-co2-emissions

flat

(P&L+2.80)

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U3O8

Long @ 90$ dec08

(P&L+0.0)

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Corn

Short @ 587.50

sl 610 tp 570

(P&L+10.75/-5.00)

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Wheat<