shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries Tagged as '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?

[Read more →]

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

[Read more →]

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 […]

[Read more →]

Tags: Oil

Who Won The Oil War?

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

[Read more →]

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. […]

[Read more →]

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. […]

[Read more →]

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..

[Read more →]

Tags: Oil

OPEC Can’t Kill American Shale

April 18th, 2015 · Comments Off on OPEC Can’t Kill American Shale

OPEC is supposedly out to beat, or at least curtail the growth of American shale oil production. For a host of reasons, especially the much shorter capex cycle for shale, they will not succeed unless they are willing to accept permanent low oil prices. But, permanent low oil prices will do too much damage to […]

[Read more →]

Tags: Oil

American Shale Is The New Swing Producer

April 18th, 2015 · Comments Off on American Shale Is The New Swing Producer

The North American shale oil revolution played a large part in the oversupply and crash of the oil market. Specialists vary widely in their predictions of where oil is headed next. We argue that with an increased role for shale production, the underlying market dynamics are altered and the oil price swings will be less […]

[Read more →]

Tags: Oil

The Coming Oil Shock?

April 7th, 2015 · Comments Off on The Coming Oil Shock?

The cutback in exploration and even production, and the increase in demand as a result of the oil price crash will work slowly to rebalance the market, at a considerable. Some even argue that the cutbacks will pave the way for much higher prices down the road. The reality is, short-term almost all adjustment works […]

[Read more →]

Tags: Energy · Oil