Cape Cod [Ma USA] Times
January 18, 2006 
http://www.capecodonline.com/cctimes/biz/someanalysts18.htm

Some analysts warn of record oil prices

KNIGHT RIDDER NEWSPAPERS

WASHINGTON - Mounting unrest in oil-rich Nigeria and a brewing political 
showdown with Iran over its nuclear program sent crude oil prices surging 
yesterday to three-month highs, as analysts warned that record oil prices may 
be coming soon. 

Yesterday, the price of crude oil climbed to $66.30 a barrel at the close of 
trading on the New York Mercantile Exchange, the highest close since early 
October. Some analysts warn that prices could soon go past the all-time 
inflation-adjusted record of $70.85, set Aug. 30 after Hurricane Katrina. 

Rising oil prices quickly translate into higher gasoline prices. The nationwide 
average price of regular unleaded gasoline stood Tuesday at $2.32 a gallon, 
according to the AAA motor club. That's up from $2.21 a month ago and $1.81 a 
year ago. 

If last year's price fluctuations were unsettling, this year's may be worse. 
Here's why. The U.S. and Chinese economies - the world's top oil consumers - 
are expected to remain hot. That means the world's appetite for oil will 
continue to grow - by 2.2 percent in 2006 to 85.1 million barrels per day, 
according to the Paris-based International Energy Agency. 

Available supply is drum-tight. Spare oil-production capacity remains around 
2.6 million barrels per day - 1.5 million barrels per day of it in the oil 
cartel known as OPEC. 

Translation: Expect oil prices to stay high because there's not much wiggle 
room should production or exports fall off anywhere in the world. 

''Add in a couple of political events and the markets are off to the races,'' 
said Philip Flynn, a vice president and energy trader for Alaron Trading Corp. 
in Chicago. 

That's precisely what happened yesterday, and Flynn expects the trend to 
produce record oil prices again this year. 

''I think $70 a barrel is a lot closer than we think. I think we would have got 
to $70 a barrel without the political firestorm anyway,'' he said. ''Obviously 
this (current) scenario gets to that quicker.'' 

Last year's record gasoline prices of $3.05 per gallon were brought on by 
disruptions to oil production and refining after hurricanes ravaged the U.S. 
Gulf Coast. This year, it's geopolitics. 

Examples abound. A dispute over pricing with Ukraine led Russia last month to 
temporarily cut back natural gas exports. The stubborn Iraqi insurgency has 
nearly halved oil production there, cutting off supplies needed in the tight 
global market. 

Now Nigeria and Iran are in the mix. 


(Published: January 18, 2006) 

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