RYDBF News and Press, Royal Dutch Shell Plc

This company has more oil reserves and lower operating costs than Chevron, but trades at a 45% discount. TotalEnergies displays exceptional growth in LNG and renewables, as well as industry-leading break-even prices on its oil production. In the decade ahead, we project enormous r...

Inflation and the better than feared earnings season dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. Inflation is softening in July and markets have started to rally again. U...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

The energy sector often offers high dividend yields, but also comes with a lot of volatility directly correlated to the global energy prices. The dividend is also not always safe and reliable. This means dividend investors often avoid or have been burned by investments in the ener...

Oil is popular once again as the world bets on "the inflation trade." The problem is, the M2 money supply is in decline. Stanley Druckenmiller, who owned Chevron stock as of Q1 2022, recently offered some advice saying he's "very nervous" about his oil investments. At the 2022 inv...

Shell is quietly building a green energy empire. Green hydrogen, renewables, and EV charging should scale rapidly on the back of government credits and industry tailwinds. The company's CEO recently called its shares "significantly underpriced" and is considering boosting shareholder ...

Inflation concerns have started to affect market sentiment, but it is highly uncertain if that will lead to a real market correction or just some short-term dips. I am continuing my monthly investment plans while still awaiting a market correction or possibly a real crash once market ...

The energy shortfall in the EU, currently translated into a significant shortfall in its natural gas inventories and record-high energy prices is just the opening act of the scarcity economy. By the middle of next year, we will observe a supply gap in the oil supply/demand balance. ...

Shell pulled out of its Netherlands headquarters, supposedly over taxation issues, but most likely also due to Dutch environmentalist court actions. Its sole home base, the UK is in many ways even more aggressive from an environmental standpoint.  Shell recently pulled out of a N...

A key feature of energy provided by fossil fuels is the inherent delays in balancing supply and demand. This leads to big cyclic price swings for power prices. This large fluctuating price instability differs from renewable energy (solar PV and wind power) because, once built, these r...