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Despite this year’s rally, energy still represents less than 5% of the market capitalization of the S&P 500 Index. In our view, oil and natural gas prices are likely to remain elevated. As investors consider how to mitigate against an inflationary environment in their p...
February Non-OPEC production increased by 303 kb/d to 49,926 kb/d. February’s world oil production increased by 971 kb/d to 80,621 kb/d according to the EIA. For the past few months, the growth in frac spreads has not been keeping up with the growth in rigs. EIA pr...
Elevated natural gas prices and long-term European energy security concerns continue to keep a spotlight on U.S. natural gas production and liquefied natural gas exports. The U.S. has grown to represent about 20% of global LNG supply and is in the process of passing Qatar and Australi...
One of the ways to make portfolios more resilient to inflation right now is owning the currencies of large commodity exporters, both in developed and in emerging markets. One other expression of the theme is by directly trading commodity curves, especially the longer end of the oil fu...
Gasoline continues to surge despite crude prices trading substantially under levels seen in the last decade. The record-high diesel and petrol prices have a lot to do with increased refining premiums. Eventually, continued high prices will result in demand destruction. But for now...
The US has become the largest natural gas producer in the world. LNG export operators arbitraged the cheap price of natural gas in the US and the much higher prices they could get globally by exporting LNG. The increase in LNG exports in 2022 so far is the result of additional exp...
Namibia's government is focusing on value addition from the hydrocarbon sector to solve domestic economic challenges. The country's middle-income status, political stability, and relatively generous E&P terms make it one of Sub-Saharan Africa's most attractive upstream investment ...
Amid the current market environment, a key question has emerged around how existing conditions could alter low-carbon spending plans of upstream oil and gas companies. IHS Markit believes that these current low-carbon spending estimates for several members of the peer group are likely...
Prior to Russia’s invasion of Ukraine, U.S. defense spending was already elevated for an environment without active conflict. Green or sustainable metals, such as copper, are poised to benefit as the backbone of the decarbonization story. The human suffering brought on by t...
High energy prices will be a major political problem in both the European Union and the United States, especially if we get to $150 this summer. Any move in bond yields above 3.20% will be a major problem for the stock market. A slowdown in construction and improved supply to the ...