John Kilduff is the Founding Partner of Again Capital. Prior to starting his company, he was Vice President and co-head of MF Global and Senior VP of Energy Risk Management Group at Fimat USA, where he was responsible for providing corporate energy risk management services.
He also has held senior positions at ABN AMRO, Metallgesellschaft Corp. and Lehman Brothers.
Kilduff appeared before the United States Senate Committee on Energy and Natural Resources to give an assessment of the energy markets.
He has a Bachelor of Science degree from Saint Bonaventure University and a Juris Doctor from Fordham University School of Law. He has a bar membership in New York and has professional registrations in commodities and securities.
Follow John Kilduff on Twitter @KilduffReport.
Libya may only be the world’s 17th largest producer, but its oil is of a quality and grade that makes it invaluable to the larger market, says blogger John Kilduff.
If Saudi Arabia begins to appears vulnerable, in the least, to publicly expressed internal discontent, $100 oil will look cheap in a hurry!
Emerging markets will falter, energy prices will fall sharply, the dollar will rally, the Fewd will drop its QE2 and the U.S. will take military action in Yemen.
In order to discount the supply fundamental, the futures market needs positive or even hopeful economic data from the U.S., Europe, and China.