Previous 10 | Next 10 |
Before the Russia-Ukraine war, the energy sector and defense industry were both shunned because of sustainability and ESG considerations. Now, gas prices at the pump have soared in the US. Natural gas prices in Europe, which relied on Russian supply, have also jumped. Shares of de...
Oil prices have reached the highest levels since the all-time highs in 2008. The most obvious explanation for the sharp rally is the military conflict in Ukraine and the threat of a loss of Russian oil supplies. The extent to which a forward curve is in backwardation or contango is st...
There has been a lot of talk about the US supplying more LNG to Europe to replace a small portion of pipeline natural gas from Russia. As the price of natural gas in the US collapsed in 2008 amid surging production from fracking, the industry tried to find an outlet. LNG export ca...
We believe that the Cybersecurity theme can help manage geopolitical risk in a portfolio, as well as idiosyncratic risk linked to companies’ product and supply chain weaknesses. We expect equity markets to be supported by negative real yields as high inflation persists. The...
What really intrigues us right now is the relationship between the prices of corn and gasoline and what it could be telling us about the future. Most automobile gasoline sold in the US is a 10% ethanol mix. This means a lot of corn is mixed into gasoline. It’s part of the reaso...
The cumulative crude plus condensate (C+C) output for the scenarios from January 2021 to December 2050 is 112 Gb, 140 Gb, and 200 Gb for the low oil price, reference, and high oil price cases, respectively. Based on current oil prices, the high oil price case might be more reasonable,...
The 60/40 has become the gold standard of portfolios, so you’d think that there’s very strong empirical support for this specific allocation. When we look at the historical data, the exact opposite portfolio (a 40/60) has been the optimal risk-adjusted return portfolio. ...
US crude storage failed to build in Q1. The implied balance is -0.44 million b/d for US crude storage with SPR. If this trend continues, US crude storage with SPR is going to ~800 million bbls. What does this mean? It means oil prices are going higher. How high will oil prices...
Russia conflict further straining oil supply. Could an EU embargo on Russian oil push oil price near $200? How high could oil prices go this year? For further details see: No Signs Of Slowing Demand As Ukraine Conflict Pushes Oil Higher
We are experiencing an environment with a sharply higher probability of large, abrupt price moves related to event risk. Volatility typically reflects a simple measurement of the average of the ups and downs. The standard deviation is an average of ups and downs, and unfortunately...
News, Short Squeeze, Breakout and More Instantly...
iPathA Series B Bloomberg Energy Subindex Total Return ETN Company Name:
JJE Stock Symbol:
NYSE Market:
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...