04.03.2009 - ETF Securities: The fundamentals of oil
Below is a synopsis of the presentation:

Total oil ETC inflows have now increased by $912mn since the beginning of November, the fastest growth and AUM since their introduction in 2005.
Through May to July 08 investors built large net short positions in energy mainly with purchases of ETFS Short Crude Oil - as the oil price surged towards a peak.
Over the past 10 years oil has tended to outperform when equity markets are falling.
Global demand for oil is expected to increase by over 30% between 2008 and 2030. Global demand for gas is expected to increase by 50%. The recent crisis is unlikely to materially damage this long term demand.
Combined oil and gas demand is expected to continue to make up the bulk of world energy supply in 2030 (58% vs 60% in 2008).
Oil ETC inflows have surged since November, totalling over $900 million. Daily flows are averaging $100 million at present.

Full presentation:

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