LUKOY News and Press, PJSC Lukoil ADR From 11/16/21

Petrobras - both the common and preferred shares - currently pays ~20%-yielding dividends. Indications are cash distribution may be kept in the near future. In this article, I analyze the origin of such high-yield dividends, and certain hidden risk factors that threaten the high-yield...

I expect higher oil prices for longer compared to consensus expectations. ESG waves in the West will likely turn into a tailwind for Lukoil. Lukoil is a key beneficiary of the current macro–political environment. Lukoil’s strong balance sheet supports its attractive ...

Lukoil's latest acquisition of Shah Deniz assets makes a lot of sense, given the current regional natural gas supply/demand situation. Lukoil is well-positioned financially to continue making acquisitions, even as its main Western rivals are set to sell in order to acquiesce to enviro...

Energy was the second-best performing industry in the S&P 500 last month, thanks to surging crude oil prices. And since the industry’s prospects look bright with rising demand from recovering economies, we think it could be wise to bet now on fundamentally sound international energ...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

Shell's long-term appeal as an investment is diminished by fast-shrinking upstream reserves, as well as a hostile environment to its business by an increasingly aggressive environmental lobby. I still believed in a short-term rally on the back of a bull market in energy, but the lates...

The environmentally-conscious investment trend is starting to have a meaningful impact on publicly traded oil & gas producers and their investment decisions, contributing to a global energy shortfall. The ESG trend may succeed in trimming hydrocarbon supplies, but the energy indus...

The recent relentless rally in crude oil and natural gas prices has attracted investors' attention to the sector. And because the rally shows no sign of abating in the near term, we think it’s worth exploring if Kosmos (KOS) could be a good addition to one’s portfolio now, given...

With growing calls for a complete global transition of the energy industry to green renewables, the weather-induced shortfall in energy in Europe casts doubt on such plans going forward. It turns out that even with a relatively minor segment of the energy supply dependent on intermitt...

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...