Robert Ryan

Morningstar

Oil Prices Are Down But Energy Companies' Earning Estimates Keep Rising

August 13 2022

As always, there are many moving parts for energy. The Organization of the Petroleum Exporting Countries has lowered its forecast for oil demand in 2022. Then again, analysts at BCA Research led by the firm's chief commodity and energy strategist, Robert Ryan, predicted that Brent crude oil would average $117 a barrel in 2023 because "oil balances still will remain tilted to deficit conditions." Brent was trading for $97.40 on Aug. 11.

Institutional Investor

Could Green Energy Fuel a Bull Market in Commodities — and in Oil and Gas?

September 28 2021

The reluctance of base-metal producers to ramp up production could mean higher prices on the road to a cleaner world.

Kitco

Copper, silver and gold should all be in your portfolio - BCA

June 02 2021

In a recent interview with Kitco News, Robert Ryan, chief strategist at BCA Research, said that his firm is bullish on gold in the long-term as the Federal Reserve looks to maintain its ultra-loose monetary policies in the face of rising inflation pressures.

The Times

Mined commodities are taking off but the ride will be bumpy

March 10 2021

“Crude oil is up 31 per cent year to date, copper is up 33 per cent, steel is up 29 per cent, benchmark iron ore is up 27 per cent,” Bob Ryan, chief strategist for commodity and energy strategy at BCA Research, the independent investment research group, said. “China is booming, they’ve been emptying out global inventory for copper and demand for steel is through the roof.”

Asia Times Financial

Polar vortex-induced oil spike to fade, supply dynamics return

February 18 2021

“Oil output likely will be hit hard in the short term, particularly in the Permian Basin, where producers, by and large, are unaccustomed to the deep-freeze conditions their colleagues to the north take for granted,” Robert P Ryan of BCA Research said.

Financial Times

US energy stocks sink even as oil price steadies

October 12 2020

“The energy sector has entered a consolidation phase, which will see many firms either shrink their balance sheets or disappear,” said Bob Ryan, chief commodity and energy strategist at BCA Research. “The survivors will have to navigate a rapidly changing landscape in which renewables are gaining market share and the long-term viability of fossil fuels is being questioned.”

Asia Times

Asian markets tumble after oil price rout

April 22 2020

“Global oil logistical capacity will be tested in extremis this month, as cargoes laden with oil arrive in ports that have no need for ready supply and few storage options to hold the crude until its needed,” Robert Ryan, Chief Commodity & Energy Strategist at BCA Research, said in an emailed response to Asia Times Financial.

Barron's

Oil Futures Go Negative in Historic Rout

April 20 2020

“Global oil logistical capacity will be tested in extremis this month, as cargoes laden with oil arrive in ports that have no need for ready supply and few storage options to hold the crude until it’s needed,” Bob Ryan, chief commodities and energy strategist, at BCA Research wrote.

Barron's

The Dow Lost 592 Points Because Nobody Wants to Own Barrels of Oil

April 20 2020

“Global oil logistical capacity will be tested in extremis this month, as cargoes laden with oil arrive in ports that have no need for ready supply and few storage options to hold the crude until it’s needed,” Bob Ryan, chief commodities and energy strategist, at BCA Research wrote.

Politico

The Great Coronavirus Panic of 2020

March 09 2020

Bob Ryan, Chief Commodities & Energy Strategist, at BCA Research on the stunning drop in oil prices: “Russia badly miscalculated, and was too early in making a play for dominance in OPEC 2.0 (OPEC+). Now [Saudi Arabia] is going to show Russia how hardball is really played when one is dealing with the kingpin of the oil market. Russian GDP has twice the sensitivity to Brent prices that KSA does. Russia will be forced to draw down its foreign reserves in short order, as it will feel a price collapse sooner and harder than KSA.”

Petroleum Economist

Oil demand to rebound in 2020

January 13 2020

Oil prices in 2020 will recover smartly from late 2019 levels, as demand regains its mojo and supply growth continues to moderate. A weaker US dollar—brought about by globally accommodative monetary policies and a reduction in economic policy uncertainty—also will support prices.

The Wall Street Journal

Americans Increasingly View Trade as an Opportunity for Economic Growth

October 28 2019

Gold and the dollar both climbed this year, which is quite unusual.

Bloomberg Radio

Robert Ryan on the Volatile Oil Market (Radio)

September 20 2019

Robert Ryan, Chief Strategist, Commodity & Energy Strategy for BCA Research, discusses the volatile oil market, with Bloomberg’s Paul Sweeney and Lisa Ambramowicz

CNBC

Dow snaps 8-day winning streak on fears spiking oil will slow the global economy

September 16 2019

The world is dependent on strategic reserves right now and you will see SPR draws,” said Bob Ryan, chief commodities and energy strategist at BCA Research, ...

Financial Times

Saudi Arabia signals oil production cuts will stay

September 10 2019

Bob Ryan, chief strategist at BCA Research, said he expected the kingdom wanted oil prices at least “in the high $70s”. Lenders are being appointed to oversee ...

CNBC

Oil gets boost as new Saudi minister commits to output cuts

September 09 2019

... the direction of getting inventories down and getting the market into shape for the (Aramco) IPO,” said Robert Ryan, Chief Energy Strategist at BCA Research.

Financial Times

Oil slips below $59 amid economic worries

August 14 2019

Robert Ryan, chief commodity and energy strategist at BCA Research, said that “markets need to see concrete results come through the September trade talks” ...

The Wall Street Journal

The Daily Shot: New U.S. Tariffs Will Knock China’s Growth Well Below Beijing’s Target

June 17 2019

Analysts continue to boost their estimates for US crude oil production.

Petroleum Economist

Oil price puzzle as sanctions choke Iran exports

June 04 2019

The impact of the Iran sanctions on a stand-alone basis can easily be handled given Opec's current spare capacity, says Robert Ryan at analyst BCA Research.

The Wall Street Journal

Americans Are Working Fewer Hours per Week

April 08 2019

The consolidation in China's steel sector has been impressive.