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News out of the JCPOA discussion suggests the US is desperate for a deal. According to tanker tracking sources like Kpler, Iran has at least 70-80 million bbls that's ready to be sold once the sanctions are lifted. In addition, we expect an increase in production of about ~1.4 mil...
Forecasting macro activity and managing expectations have become substantially more difficult. As the West imposes sanctions on Russia, the potential for a severe supply shock lurks – particularly for oil and natural gas. Macroeconomic risk will rise, perhaps leading to a n...
Oil prices have risen sharply over the past year, pushing up fuel costs for heavy-fuel consumers, and fuel prices are expected to stay high this year. Airlines are highly sensitive to fuel price increases. Aircraft consume an average of 3-3.5 litres per 100 passenger-kilometre. Wi...
Russia supplies natural gas to Europe, and in the event of US sanctions, this could impact Europe. But there are so many LNG ships in the Atlantic right now that lease rates have collapsed, so Russian threats to cut off Europe’s gas may not be much of a threat. The other big th...
Historically, crisis events like the Ukraine/Russia development tend to have a short-term impact on the equity market and present more of a buying opportunity for investors. The one potentially problematic issue facing the market is the price of oil. It is approaching $100 per barrel,...
Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...
To help address investor concerns about Russia-Ukraine tensions, our Portfolio Managers examine the impact on their respective asset classes and potential allocation changes. We believe sanctions initially will focus on Russia’s top security personnel and companies directly inv...
In an oil market that is increasingly globally interlinked, there is a consistent battle between producers in the Atlantic Basin and the Middle East vying for market share in Asia. It is increasingly clear that China will become the world’s largest oil refiner, with a total cap...
World supply was about 1.3 Mb/d below the Feb 2020 level in Jan 2022 based on OPEC estimates. By the third quarter of 2022, the World Oil Market is likely to be short on supply if the optimistic supply estimates of OPEC prove correct. The trend might flatten a bit over the next 2 ...
World oil demand has exceeded supply. OECD oil inventories are drained to their lowest level in seven years. Spare crude oil production capacity is falling, and OPEC+ is unable to meet supply targets owing to eroded production capacity in some member countries. Add into this mix the c...
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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...