LUKOY News and Press, PJSC Lukoil ADR From 10/12/21

Oil prices have hit their multi-year highs, fueled by a global supply crunch amid surging demand. And because oil prices are expected to continue moving higher, we think pipeline operators and oil-producing companies should garner big returns. However, considering Enbridge (ENB)’s weak...

Several sectors of the All-Weather Portfolio performed exceptionally well in Q3. While returns were solid last quarter, not everything worked out as I planned. The Chinese implosion and other "difficulties" inflicted notable losses in the third quarter. I discuss some crucial ...

The portfolio gained 3.51% in the third quarter 2021 and the performance YTD increased to 81.19%. The portfolio outperformed the German DAX (+11.26%) and the MSCI World Index (+12.37%) in 2021. My best performers of Q3 were Gazprom (+38.1%) again, freenet (+13.5%), and Bank of Chi...

As energy demand recovers from the COVID crisis, we are discovering that there are signs of supply/demand tightness, with natural gas prices rallying robustly. In the past decade, shale oil & gas production gains helped to meet most of the global demand growth we experienced. ...

The Chevron-led (CVX +0.7%) consortium in Kazakhstan will delay part of its $45B expansion project by several months due to COVID-19 restrictions and infections among workers, according to the country's energy ministry. The project at Tengiz, which is planned to raise annual oil production by...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

Higher prices and volumes boosted Lukoil's EBITDA generation, which continues to move toward pre-pandemic levels. Production numbers should pick up gradually in the second half of the year amid a reversal of transitory headwinds. The solid cash generation outlook should support a ...

The VanEck Vectors Russia ETF is primarily an investment in commodities - Russian style. Not only have commodities underperformed the broad market over the past decade, investing in Russian-based commodity companies has additional geopolitical risks. RSX's long-term returns (or th...

PJSC LUKOIL (LUKOY) Q2 2021 Earnings Conference Call August 27, 2021 8:00 AM ET Company Participants Alexander Palivoda – Head-Investor Relations Alexander Matytsyn – First Vice President Pavel Zhdanov – Vice President for Finance Conference Call Participants Karen Kostan...

BIG, HIBB, OTCPK:LUKOY For Seeking Alpha's full earnings season calendar, click here. For further details see: Notable earnings before Friday's open