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Until the energy industry feels safe in starting multi-million dollar projects, they need to have some level of confidence those projects are not going to be scrapped on a whim from Washington. The current state of the energy market will have a decent, long-tail effect on the future t...
What lies between the price of a transformed and untransformed commodity? Two possible constraints: shipping and liquefaction capacity. Also of note is the importance of government/regulatory bottlenecks, which may be a constraint on expansion of US LNG capacity. There are also a ...
US implied oil demand (four-week average) hit an all-time high last week. Implied OECD oil market deficit this year is -1.1 million b/d. This compares to the +1.2 to +1.4 million b/d surplus IEA projected. The crazy thing to understand about this oil demand figure is that we aren'...
Conditions will further normalize this year, which will help some of the harder-hit states see above-average gains as employment returns off its current low base. As oil prices spiraled downward in early 2020, the top oil-producing states saw their mining sectors completely unravel. ...
In addition to the Atlanta Fed’s shocking GDP estimate of only 0.1% GDP growth this quarter, many U.S. statistics are turning down, in part due to rising inflation and some recent lockdowns due to COVID. Workers are still quitting in droves. The Labor Department reported that 4...
More than supply & demand, the price of oil is driven by the real yield and an expected inflation derivative. Announced Fed policy will pose headwinds for oil. A shrinking Fed balance sheet and less money creation pose valuation risks for oil. For further details see: ...
For investors who want to earn a reasonable return without taking excessive risks, diversification still works, and we think you’re going to need more of it this year. The weighing of the high-flyers is not over. Commodities had another good week, and the 1-year return is getti...
2022 is starting with several issues that could create serious volatility for traders in the months ahead. The situation in the Indo-Pacific is a slowly developing story between China and Taiwan. The Ukrainian situation is a bit different in that there are two main markets which c...
The gains in energy stocks and oil might be eye opening to many. A question needs to still be asked" "Where's the future growth coming from?" Rystad Energy along with many others including our models, show that US oil production will peak in 2023/2024. Outside of OPEC's core membe...
For the week ending 1/28, we have a draw estimate of -276 Bcf. This will be considerably higher than the 5-year average draw of -154 Bcf and last year's -171. EOS is now pegged at 1.395 Tcf. Weather models have turned materially more bullish with the 10-15 day and 15-day trend sho...
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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...