IYE News and Press, iShares U.S. Energy From 06/16/22

Due to the ongoing war in Ukraine and Gazprom's plan to cut its natural gas flow to Europe, I expect VET’s average realized prices to increase in the following quarters. In terms of production, VET will not increase its production significantly. However, its FFO will increase s...

The Russian invasion of Ukraine is about to reshape Europe’s energy markets forever. The geopolitical tensions are unlikely to ease anytime soon, which is a good thing for oil companies such as Exxon Mobil, as they’ll continue to benefit from high oil prices. As Euro...

Russia has diverted a large share of exports to India and China, while European buyers have increased purchases from West Africa and Latin America. Greece, Malta, and Cyprus raised objections to a ban on the transporting of Russian cargoes by European-flagged vessels. The impendin...

The combination of high and rising global inflation and the Russia-Ukraine war has been driving commodities higher. Continued supply constraints from the Russia-Ukraine war and a resurgence in China’s economy will most likely support commodity prices for the rest of this year a...

In order to extend the rally in the stock market, we needed good news on the inflation front, and we needed the bond market to remain well-behaved. The resulting declines late Thursday and early Friday came quickly, putting us back in a situation where a retest of the May lows seems l...

A new high in headline inflation sends interest rates soaring. The major market averages are testing their May lows. Wednesday's Fed decision and Chairman Powell's press conference will likely dictate the direction of the market from here. Oil prices remain the lynchpin to con...

The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...

XLE is up more than +60% year to date, outperforming all other sector ETFs. We are now swiftly approaching decade long highs not seen since 2014 when XLE peaked at $100.9/share. From current spot levels, the decade long highs represent an approximate 9% upside for investors lookin...

iShares U.S. Energy ETF (IYE) - $0.3425. 30-Day SEC Yield of 2.37% as of April. 29. Payable Jun 15; for shareholders of record Jun 10; ex-div Jun 09. For further details see: iShares U.S. Energy ETF declares quarterly distribution of $0.3425

Prior to Russia’s invasion of Ukraine, U.S. defense spending was already elevated for an environment without active conflict. Green or sustainable metals, such as copper, are poised to benefit as the backbone of the decarbonization story. The human suffering brought on by t...