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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


19. May 2020 | 15:56 CET

BP, Chevron, ENI, Saturn Oil & Gas, Shell, Total - what investors need to know now

  • Oil
Photo credits: pixabay.com

About a month ago, market participants around the world learned that the end of a price slide does not have to end at zero on the expiry date of WTI contracts. Anyone who thought that a barrel of American WTI at USD 0.01, which is 159 litres of crude oil, would be a special bargain on the expiration date and took the chance was taught an expensive lesson. The expiration date of 20 April 2020 will go down in history with an initial negative settlement price of USD -37.63. The USA is known to be the land of opportunity and this seems to be another chapter.

time to read: 2 minutes by Mario Hose
ISIN: GB00B03MLX29 , IT0003132476 , GB0007980591 , US1667641005 , CA80412L1076 , FR0000120271


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


WTI futures stabilize

This week the time has come again and the settlement of the June 2020 WTI futures will take place. It is uncertain whether it is worth looking at Cushing in the US state of Oklahoma to deduce a price formation trend based on stock levels, as even speculators with no actual intention of delivery are involved.

Due to the market distortions in the previous month, it can be assumed that numerous traders will avoid the oil price as speculation for the foreseeable future. It is possible that a decline in the speculative elements in the pricing of crude oil futures will be sufficient to achieve stability for the planning process.

Market mechanisms have a delayed effect

The price of the WTI grade of the July 2020 futures is currently quoted at about USD 32.00. The Corona Pandemic and the accompanying decline in crude oil consumption have burdened price formation in the previous months. In addition, the increase in Saudi Arabia's production volume has added to the uncertainty. The low price of oil has caused companies and governments to suffer heavy revenue losses.

Due to the drastic developments in connection with the spread of Covid-19, the natural market mechanisms have reacted with a delay. It is now expected that due to the global decline in supply, a return to price levels above USD 50.00 per barrel is more likely.

Good oil from Canada

In connection with the price decline, the Canadian oil producer Saturn Oil & Gas was able to inform investors that as a precautionary measure, the company has hedged about half of its production volume before the distribution of Covid-19 at a price of over CAD 65.00 and is therefore less affected by market conditions. A clear competitive advantage, which is partly due to the lean structures of the young company.

Due to environmental protection requirements and the observance of human rights, Canada is considered to be one of the 'good' producing countries in the overall context. The management of Saturn Oil & Gas places particular emphasis on the observance of ESG targets. With a valuation of CAD 0.115, the company is valued at around CAD 27.00 million and has corresponding upside potential. In autumn 2018, the shares peaked at CAD 0.30.

Diversification is the order of the day

Among the heavyweights in the oil sector are BP with a market value of EUR 71.4 billion and Chevron with EUR 155.1 billion. But also ENI with around EUR 31.0 billion and Total with EUR 80.3 billion as well as Shell with a market capitalization of EUR 107.1 billion are among the global brands of oil supply that make a safe and modern life possible. Investors who want to position themselves in the oil industry should diversify into shares of oil producers and avoid trading in futures due to the events of the previous month.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


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25. October 2021 | 12:36 CET | by Armin Schulz

BP, Saturn Oil & Gas, Royal Dutch Shell - Oil stocks take off

  • Oil

Anyone who has to fill up their car at the moment will not be thrilled. Prices at gas stations rose in some cases to over EUR 2. The reason is the further rising oil price. An end to this trend is currently not in sight. Morgan Stanley analyst Martijn Rats raised his forecasts for the first quarter of 2022 to USD 95 and sees the oil price at USD 70 per barrel in the long term. Falling supply due to scaled-back investments is causing prices to rise. Due to climate protection and the targets set, investments in the development of new oil wells have been significantly reduced. In 2014 it was still USD 740 billion; 6 years later, it is only USD 350 billion. Oil producers are currently benefiting the most from this development, so we take a closer look at three companies.

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21. October 2021 | 10:11 CET | by Carsten Mainitz

Gazprom, Saturn Oil + Gas, TotalEnergies - Rising prices continue to create a party atmosphere

  • Oil

Europe is currently experiencing an energy crisis. Drivers are noticing it clearly at the gas pumps and users of gas heating systems in their bills. The reasons are manifold: the recovery of the economy after Corona, the curbing of coal-fired power generation for climate protection reasons, the growing hunger for energy of emerging economies and, last but not least, weather effects. In Germany, there is an additional reason: the phase-out of nuclear energy is currently causing a strong expansion of gas-fired power generation to secure the baseload. The beneficiaries of this development are the oil and gas producers - and thus their investors.

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06. October 2021 | 12:56 CET | by Stefan Feulner

BYD, Saturn Oil + Gas, Royal Dutch Shell - Explosion on the oil market

  • Oil

The Organization of Petroleum Exporting Countries OPEC and its alliance partners led by Russia (OPEC+) have decided to increase production only gradually, despite tight supply. Demand is recovering strongly as the Delta variant of the coronavirus subsides. The result is skyrocketing oil prices, which are the highest they have been in seven years. In contrast, oil producer shares are still far from their highs.

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