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Entries Tagged as 'Commodities'

An American Energy Dominance?

February 27th, 2018 · Comments Off on An American Energy Dominance?

The Trump Administration goes all-in for fossil fuel dominance with across the board deregulation. It’s debatable how much of an effect deregulation has on production and it’s not without cost. Insofar as the US is already responsible for most of the increase in world oil supply, the success of the policy could actually backfire, also […]

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Tags: Oil

Oil Is Dead

June 4th, 2017 · Comments Off on Oil Is Dead

At the extension of the OPEC agreement we again calling for its irrelevance, just as we did days after the first agreement. There are simply numerous structural headwinds working against fossil fuels. From now until the middle of the next decade, oil spikes are still possible, but these will be temporary, bar major disasters. Source: […]

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Tags: Commodities · Oil

Could Investors Face A Death Spiral In Oil?

February 6th, 2017 · Comments Off on Could Investors Face A Death Spiral In Oil?

The oil industry is rejoicing the OPEC agreement and the upcoming Trump liberation of US fossil fuels. However, there are strong undercurrents which are not particularly favorable for the industry. Not everybody in the oil world seems to be prepared for some of these changes. Could Investors Face A Death Spiral In Oil?

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Tags: Oil

Trump’s Energy Blitz

February 4th, 2017 · Comments Off on Trump’s Energy Blitz

The incoming Trump government looks set on making considerable changes in US energy policy. The main planks look to be substantial deregulation and a shift in emphasis towards fossil fuels. We look at the likely effects of these policy changes on energy markets. We’ll also highlight some little reported downsides. Trump’s Energy Blitz

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Tags: Oil · Public Policy

OPEC Vs. Reality, Which Will Give First?

December 23rd, 2016 · Comments Off on OPEC Vs. Reality, Which Will Give First?

OPEC has shot itself dramatically in the foot with the market share based strategy two years ago, foregoing hundreds of billions in revenues. The about-face this month is more rational, but it’s very unlikely the old order is going to be restored. OPEC countries should take what they can get and use this to diversify […]

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Tags: Oil

Are The Steel Bulls Still In Charge?

December 22nd, 2016 · Comments Off on Are The Steel Bulls Still In Charge?

Steel stocks had a terrific year. The rally has been boosted by rising prices and protectionist measures in the US and EU. A possible Trump infrasstructure bonanza could provide further impetus. But there are risks from China, where there is still massive overcapacity. Are The Steel Bulls Still In Charge? – ArcelorMittal (NYSE:MT)

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Tags: Commodities · MT

Who Won The Oil War?

October 24th, 2016 · Comments Off on Who Won The Oil War?

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Tags: Oil

Has OPEC Gone Mad?

November 3rd, 2015 · Comments Off on Has OPEC Gone Mad?

OPEC’s strategy to force a dramatic retreat of American shale isn’t succeeding anywhere near the scale needed for the strategy to be called a success. The cost to OPEC itself is too big for this strategy to be continued. Steep revenue losses, severe budgetairy problems, foreign currency losses, political instability and rift within OPEC itself. […]

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Tags: Oil

Goldman’s Oil At $50 By 2020? | Seeking Alpha

October 14th, 2015 · Comments Off on Goldman’s Oil At $50 By 2020? | Seeking Alpha

Goldman Sachs argues that oil will stay low for the rest of the decade but predictions are tough, few if any saw the oil crash coming. The main argument from Goldman is about the resilience of the US shale sector. This is indeed remarkable, the number of rigs has halved, but production has stayed up. […]

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Tags: Energy · Oil

Goldman Sachs on Oil

May 19th, 2015 · Comments Off on Goldman Sachs on Oil

Predicting problems until the end of the decade..

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Tags: Oil