JJE News and Press, iPathA Series B Bloomberg Energy Subindex Total Return ETN From 07/02/22

Why an economic downturn may not weigh on oil prices for long. Oil has a long-term inventory issue, and only falling demand will help bring down prices. Why oil prices could climb to $130 a barrel or higher in coming quarters. Oil prices have remained at higher l...

Is ESG investing to blame for higher oil prices? It's far more complicated than that. Why energy security is causing investors to pivot their ESG investing strategies. What rising oil prices mean for the great energy transition. Russia’s invasion of Ukrain...

Roughly two weeks ago, AAA's national average price for a gallon of regular gasoline peaked just above $5. Taking one step further up the supply chain, Gasoline futures peaked even further ago on June 9th and have fallen 14.5% since then. While both the national average and gasoli...

Food price inflation in May reaches 10.1% in the US, 8.9% in the Eurozone. Eurozone sees higher inflation rates for wheat, fats and oils, commodities affected by the war in Ukraine. Central bank actions show early signs of tempering inflation in the US, but the global picture rema...

We are nowhere near demand destruction for oil and gas. Blackouts, brownouts, surging prices are crashing the green energy narrative. Interestingly, people like electricity and get really grumpy when its not there. We think a golden age of renewal for non-renewables is about to be...

The transition towards a decarbonized economy is underway. It will involve a massive reallocation of resources. Economies will be reshaped as carbon emissions are cut, inevitably impacting portfolios. A possible acceleration from the current path, plus repricing that could have furthe...

On 8 June 2022, the Freeport LNG export facility on Quintana Island in Brazoria Co., Texas, suffered a leak in the pipe racks, which support the transfer of LNG from the storage tank area to the terminal's dock facilities, resulting in an explosion and subsequent fire. NYMEX prompt mo...

Energy’s share of the ACWI Index weight has declined from a peak of 16% in 2008 to 5.2% at the end of May 2022. Energy has been the best performing sector in the MSCI ACWI year to date through June 22. Higher oil prices have been a boon to energy companies, leading to highe...

As of May 2022, refining capacity stands at 17.9 million barrels per day (bpd). With utilization at near-record highs, the refinery margins are also at a record high. The energy industry is also moving to a net-zero carbon strategy which means less investment will be put into refi...

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...