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Oil prices are going to face the SPR release headwind, but natural gas has no SPR. Natural gas prices in the US have diverged significantly with global LNG prices. But with low absolute storage and marginal LNG exports driving the price, we see US gas prices going way higher this ...
There's still a lot of money in circulation that the Fed created from MMT, and it has to go somewhere. Much of that money will start hiding in 2- to 5-year Treasuries securities while the yield curve remains inverted, but also, fortunately, much will go into stocks that serve as inflation...
Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent infla...
The U.S. announced a record-breaking SPR release of 180 million bbls. Assuming that the SPR hits between May 6 to Oct. 14, US commercial crude storage will build during the summer months. US crude storage with SPR is set to fall below ~800 million bbls as the unprecedented SPR rel...
We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels to alleviate consumer pain. Data last week showed U.S. inflation at 40-year highs and a robust labor market. We expect the Fed to deliver on this yea...
SEC's proposed ESG disclosures will help the marketplace to least differentiate between various players through a wider assessment of carbon footprints and carbon shadows. The US and EU have agreed a deal, where the US will supply at least an additional 15bcm of LNG to the EU in 2022....
We see specific themes in commodities that could benefit from the transition to a low carbon economy. On average, since 1997, commodities have historically outperformed the S&P 500 in the first 12 months after the beginning of a rate hiking cycle. Investors are increasingly us...
In the case of pipeline supply disruption to Europe, Russia needs to look to alternative markets in Asia, given that it has no strategic petroleum reserve (SPR) system. Insufficient crude oil pipeline transmission capacity will limit how much additional oil Russia can send to mainland...
U.S. January production decreased by a surprising 216 kb/d to 11,371 kb/d. In December production dropped by 206 kb/d. While summer hurricanes are a well known weather phenomenon that affects GOM production, winter storms may be a new factor to consider when forecasting December to Fe...
The magnitude of the war’s impact on growth and inflation will be determined by how much and for how long energy prices rise. The war, economic sanctions and the associated rise in energy costs are likely to exacerbate global shipping impediments, too, which had begun to recove...
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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...