Martes 16/08/11 Tres dias de alzas..

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Yields 2.27%

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Traders dicen que no nos importa lo de Europa, si ya superamos lo del downgrade, estamos en territorio normal, el mercado debe mejorar durante el dia. Ojala.

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Los futures mejorando algo.

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GGB +0.71%

AAPL -0.77%

SCCO -0.95%

EDC -4.69%

ERX -5.34%

NG +0.59%

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Oil down 86.06

Los resultados de Home Depot y Walmart fueron excelentes, si el mercado se puede concentrar en eso....faltan los demas indicadores economicos tambien.

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Oil down 85.85

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Futures cu down 3.9580, Europa no crece.

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Korea subio 4.8%, se pusieron al dia por que estuvieron cerrados tres dias por feriado.

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Oil down 86.16

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Humala recortara las exportaciones de gas a Mexico debido a que la demanda domestica esta aumentando.

Peru’s Humala May Curb Gas Exports to Mexico as Growth Boosts Local Demand
By Alex Emery - Aug 15, 2011 11:00 PM ET .

Peruvian President Ollanta Humala will consider cutting natural gas exports to Mexico as demand from local power plants and petrochemical projects surges, according to the president of the state oil contracting agency.

The government will begin negotiations this month with a group that includes Hunt Oil Co. and Repsol YPF SA (REP) to persuade the companies to invest more in exploration, Aurelio Ochoa said. Peru’s industry has lined up about 400 projects requiring more than 800 million cubic feet per day of gas, he said.

“We need a more aggressive investment program,” Ochoa said today in an interview at his office in Lima. The government will curb exports “if there’s no other alternative,” he said, declining to give details on what the alternatives might be.

Energy and mining stocks plummeted after former army rebel Humala won the June 5 election on concern he would enact earlier pledges to rewrite oil and mining deals and halt gas exports. The government will seek investment in gas pipelines and petrochemical plants on the south coast, Humala said July 28.

A separate group including Hunt, Repsol, Argentina’s Pluspetrol SA and SK Group of South Korea began operating the $4 billion, 620 million-cubic-feet-a-day Peru LNG liquefied natural gas export plant last year.

Booming Demand
Hunt Oil spokeswoman Jeanne Phillips and Peru LNG Chief Executive Officer Igor Salazar didn’t immediately respond to telephone calls or e-mails seeking comment. Daniel Guerra, spokesman for Camisea operator Pluspetrol, declined to comment when contacted by telephone.

Peru’s natural gas output jumped 20-fold to a record 1.1 billion cubic feet per day through the first half of 2011 after the $2 billion Camisea gas fields project started operating in 2004, according to Perupetro.

Demand for natural gas has boomed as Duke Energy Corp. (DUK), Israel Corp. and Endesa SA (ELE) expand gas-fired power plants and CF Industries Holdings Inc. (CF), Orica Ltd. (ORI) and Sigdo Koppers SA plan petrochemical plants, part of $10 billion in expected investment in the country’s energy industry, the Energy Ministry says.

Transportadora de Gas del Peru, a seven-company group whose partners include Pluspetrol, will finish an $850 million expansion of its Camisea pipeline by the end of 2012, while Camisea’s plan to increase output by 50 percent to 1.58 billion cubic feet a day will be ready by mid-2012, Guerra said in a May 18 interview.

Mexico’s Protexa SA de CV and Ashmore Energy International Ltd. shelved projects for lack of gas, Ochoa said.

“The local market isn’t being attended to,” Ochoa said. “Dozens of companies pull out of Pluspetrol’s bidding rounds. That tells you there isn’t enough gas to go around.”

[admin]

Menos mal, la produccion industrial subio 0.9% mas que en los meses anteriores este anio.

Oil down 86.67

Los futures mejoran

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[admin]

El ECB dijo que compraria bonos de Italia y Espania hoy dia.

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La utilizacion de la capacidad instalada tambien fue mejor a lo esperado en Julio, subio a 77.5%. No hay recesion.

[FOR3X]

El ECB dijo que compraria bonos de Italia y Espania hoy dia.

FITCH REAFIRMA AAA RATING US , OUTLOOK STABLE

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Las acciones en la India cayeron tambien por las noticias de Europa.

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Fitch reafirma el AAA de US y le da outlook estable, no negativo como dijo S&P. Bravo!!

Al mercado no le importa mucho en este momento, Europa es el foco de atencion, lamentablemente, esperando a lo que dira Merkel y Sarkozy.

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