JJE News and Press, iPathA Series B Bloomberg Energy Subindex Total Return ETN From 06/24/22

While margins have recently reached record highs for the Energy sector in the S&P 500 as oil prices have risen, overall net profit for US producers remains below record levels seen in 2012. CAPEX for US oil producers has historically outpaced net profit and normally tracks closer ...

Rising real yields will push both gold and oil down which trumps supply and demand for oil. Fed balance sheet reduction will continue to drive real yields higher. The same balance sheet reduction and Fed inflation focus will cool inflation. Oil faces a further recession and de...

The University of Michigan’s consumer sentiment index's preliminary estimate for June plunged to a record low. The good news from all this bad news is that “contrarian theory” says that when sentiment reaches such historic lows, the only way it can go is up. T...

U.S. President Joe Biden has criticized oil majors for not stepping up to help combat record-high gasoline prices at the pump. Looking at Refinitiv Datastream, we observe U.S. oil production to see if oil companies have been increasing production since the pandemic. In reality, oi...

The Energy sector bounced along with the overall market on Tuesday, but last week, it was that sector’s turn to get taken to the woodshed. Last week marked just the sixth period in the last 30+ years that the Energy sector underperformed the S&P 500 by more than ten percent...

We're now entering the bottom of the second inning where energy investors have to play more defensive. Physical oil market remains tight/bullish, but global economic growth is slowing down, presenting a headwind going forward. The oil market should face larger deficits in Q3 and Q...

Energy traders might be woozy after a wild ride so far in 2022 in the natural gas market. U.S. prices neared $10 but have fallen back to key support as the market weighs bearish and bullish factors. Watch for changes in weather and developments overseas, but right now is a pivotal...

An oil price and energy stock price reversion may be starting. Higher oil prices benefit oil companies by making the extraction process more profitable. Unfortunately, if history repeats, it won’t be just oil prices and energy stocks that get brought down in the process. ...

The upstream competitive landscape in Brazil has significantly shifted where the regionally focused independents and private equity-backed E&P players have actively been acquiring assets, primarily onshore and shallow water, from National Oil Company (NOC) Petrobras's (PBR) divestment...

The recent natural gas price increase in the United States is inevitably spreading to Mexico's gas and power markets. Regardless of the supply mix, Mexico's power sector will continue to experience high power prices in the wholesale market likely hurting end consumers. The natural...