InterOil August volatility elevated into Q2 and outlook InterOil August call option implied volatility is at 50, September is at 49, December is at 38; compared to its 26-week average of 37 according to Track Data, suggesting large near term price movement into the expected release of Q2 on August 13.
Global LNG market to rebound over longer term, says Bernstein Bernstein predicts that stronger demand and higher oil prices will cause LNG prices to exceed $10 by 2017. The firm estimates that there will be a large LNG supply deficit by 2025. It identifies BG Group (BRGYY), Shell (RDS.A), InterOil (IOC) and Inpex (IPXHY) as good ways to play this longer term trend. It keeps Outperform ratings on all the stocks named.