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As much as a trillion dollars of upstream investment has been delayed or canceled in the last few years. We discuss the reasons for this and the possible ramifications. We think the parallels to the financial crisis of 2008 are very real, and the lack of upstream investing could exace...
A sharp rise in natural gas prices since August has put upward pressure on a host of commodities, including coal, electricity, and oil while squeezing margins for industrial users. Given existing supply bottlenecks in shipping and computer chips, the run-up in commodity prices has fed...
Contrary to the notion that tackling climate change comes at a net cost to the global economy, we expect that mitigating climate-related damages will help prevent economic deterioration and improve risk-asset returns. We believe traditional energy stocks have benefitted from the rotat...
OPEC produced 27453 kb/d of crude oil in October 2021 based on secondary sources, an increase of 217 kb/d from September 2021. World liquids output increased by 1.74 Mb/d in October 2021 to reach 97.56 Mb/d, this is about 4 Mb/d less than liquids output in November 2019 (101.7 Mb/d). ...
The resolution of inflation and policy uncertainty is likely to be among the most important determinants of market performance over the next 12 months. Even before Wednesday’s Consumer Price Index release, we saw signs of the shockwave to come earlier in the week. Real yiel...
Chinn and Coibion (2014) and subsequent analyses find futures do a fairly good job at prediction. Chinn and Coibion examined data up to 2012, for WTI, while Kwas and Rubszek (Forecasting, 2021) examined both WTI and Brent for 2000-March 2021. So both WTI and Brent are forecasted t...
Oil prices have increased significantly from their pandemic lows and are substantially higher than 2019 levels. Current oil prices reflect not only current supply and demand, but also long-term issues. The current price of about $80 a barrel is a good guess for the next few years,...
If the Total US Crude Inv including Strategic Petroleum Reserve (SPR), which is not routinely considered in the weekly commentary of crude inventory trends, is brought into consideration, the current deficit of US Crude Production suddenly looks very significant. The Total US Inv has ...
Investor aversion to fossil fuels like oil and coal is only a subsidiary factor in today’s price crunch, which we expect will moderate next year as several temporary factors reverse. Companies are under pressure to return cash to shareholders and invest in energy transition bus...
At least 25% of today’s warming is driven by methane from human actions. One of the largest methane sources is the oil and gas industry. For this reason, some U.S cities and municipalities have begun prohibiting natural gas to new builds, including Vancouver, starting in 2030. ...
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In this episode of Industry Focus: Energy , Nick Sciple chats with Motley Fool analyst Jim Gillies about some recent interesting stories. They discuss Warren Buffett selling airline stocks and Elon Musk's Twitter antics. Jim talks about digging deeper into companies' financials. They also t...
In this episode of Rule Breaker Investing , David Gardner chats with Motley Fool analysts Buck Hartzell and Robert Brokamp about dividend investing. Discover how dividends have behaved historically and their importance. Which one is better for shareholders: dividends or share buybacks? What s...
Barclays Bank PLC (“Barclays” or the “Issuer”) announced a temporary reduction of the minimum early redemption size of certain series of ETNs as specified in the table below (together, the “ETNs”). Currently holders of the ETNs are required to redeem...