NRGO News and Press, Bank of Montreal ZC SP ETN REDEEM 25/03/2039 USD 50 - Ser E NRGO From 07/19/21

Inflation has dominated investing conversations in 2021. Contrasting the nominal and real monthly equity returns in the four inflation regimes yields a very different perspective. Oil price volatility is likely here to stay amid geopolitical unrest and theoretically, prices could ...

Bet_Noire/iStock via Getty Images OPEC and its allies have reached a deal to raise crude production in response to "oil demand showing clear signs of improvement and OECD stocks falling." Starting in August, they'll pump out an extra 400K barrels a day through the end of 2022, restoring all t...

While the economic growth rate is slowing, that is not a contraction or a recession. If that was the case, you’d see junk bonds selling off too, and that just isn’t the case - at least not yet. Our investment process puts a lot of emphasis on rates of change, whether mac...

Grafissimo/E+ via Getty Images The number of active drilling rigs in the U.S. increased by another 5 to 484, maintaining its steady upward march, in latest weekly survey from Baker Hughes. Drilling rigs targeting crude oil added 2 to 380, and gas rigs gained 3 to 104. Rigs targeting oil in th...

The Energy sector carried its momentum from the end of 2020 into 2021 and ended Q2 as the S&P 500's best performer after returning a staggering 45.61%. US oil production has been steady around 11 mbpd for most of 2021 given producers' conservative capital allocation strategies tow...

The economy is loaded with unwanted cash, and the return on that cash (and the return on almost all fixed-income instruments) is hugely negative. Inflation this year will take about $2 trillion out of the pockets of those owning Treasuries and give it to the federal government. Ca...

Oil prices are currently above what consensus expected oil to be in 2021. Looking ahead, sell-side analysts continue to maintain a stable oil price projection for the years ahead. But the boom-bust like sequence of commodity prices in general make linear extrapolation rather usele...

"Oil markets are likely to remain volatile until there is clarity on OPEC+ production policy. And volatility does not help ensure orderly and secure energy transitions - nor is it in the interest of either producers or consumers," the IEA wrote in its latest monthly report. "While prices...

Capital markets restricting capital to US drillers. Government agencies restricting new pipeline construction. Management teams finding religion on capital allocation. All factors point to constrained supply, lower leverage and higher cash flow generation, commodity prices and...

In 2021, energy is where the money is going. Money is flowing out of Momentum stocks this year, and much of it is going into Value names. Commodities are having a strong showing compared to last year. For further details see: If You Want To Know Where The Market Action I...