RJN News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Energy Total Return Structured Product From 08/09/22

A conservative model of future World Crude plus Condensate (C+C) output is presented in this article. My model projects continued 1.2% average annual growth in C+C output from 2022 to 2029 when the final peak in output is projected. The annual rate of decline gradually increases t...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

Two economic reports from last week, attempting to measure essentially the same thing, reported results that were so different they could be about two different countries. The rising rate, rising dollar environment is intact. The 10 year Treasury rate is in a short-term downtrend but ...

Why European countries like Germany may be facing a natural gas crisis this coming winter. Europe's natural gas crunch as countries rethinking their production strategies. Supply worries are changing the global natural gas landscape. The price of natural gas coul...

The investment landscape has been much more difficult for most sustainable portfolios since the fourth quarter of last year. One thing that we know is that the sustainability challenges that these stocks are connected to haven’t gone away. If anything, the economic challeng...

It’s hard to believe that even after dramatically outperforming the broad stock market for almost two years now, energy stocks still trade at a massive discount. In that context, however, it’s not hard to understand why executives in the sector have been, and still remai...

Last Thursday, the Commerce Department announced its preliminary estimate for second-quarter GDP growth at an annualized decline of -0.9%, which marks two consecutive quarters of negative GDP growth. The Commerce Department announced on Wednesday that durable goods orders increased a ...

In 2022, extremely elevated gas prices have been impacting the economy, as every product-producing company has seen energy and transportation costs increase, forcing price hikes on the part of businesses simply to keep margins flat. Today, gas prices are still extremely elevated compa...

Last week saw some dramatic moves with TTF futures for European delivery of EU natural gas trading at a weekly high of EUR 228 per megawatt-hour before settling in about 15% off that high. Natural gas is not as fungible as oil. It is true that there is an LNG market, but unfortunately...

EU member states are expected to embark on national campaigns to reduce gas consumption in the household and commercial sectors, to mitigate the impact on the industry. European gas demand curtailment would have major adverse impacts on the industrial sector, particularly the refining...