BP PLC DZ/1 DL-_25
Commented by André Will-Laudien on December 9th, 2024 | 07:15 CET
DAX 20,400 – Year-end rally underway! 100% opportunities are still lurking at Shell, BP, Saturn Oil + Gas, Nel ASA, and Plug Power
All EU countries have ramped up their alternative energy production in recent years. In particular, countries like Germany achieved a 65% share of electricity from renewable sources in the first half of 2024, with wind and solar as the main drivers of growth. However, the conflict in Ukraine since 2022 has now jeopardized the achievement of the 2050 targets more than ever because the lack of affordable fossil gas is threatening the transformation of the economy. The rising gas prices of recent weeks have awakened bad memories of 2022 among European energy traders and politicians alike. When the continent was in a rush to end its dependence on Russian gas, prices had already risen by 400%. The energy sector offers great opportunities – timing is of the essence!
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Commented by Armin Schulz on April 29th, 2024 | 06:45 CEST
Shell, Saturn Oil + Gas, BP - Oil price soon at USD 100? Oil defies US inflation
Last Friday, the oil price rose despite the negative impact of the latest inflation data from the US. These figures have dampened hopes of swift interest rate cuts by the FED, usually a catalyst for increasing oil demand. Tensions in the Middle East continue to contribute to uncertainty. Some analysts, including those at JP Morgan, are even speculating on a potential rise in the Brent oil price up to USD 100, driven in part by Russia's surprise announcement of further production cuts. If the oil price rises to USD 100, oil companies' profits would soar. We are therefore taking a look at three companies today.
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Commented by André Will-Laudien on November 22nd, 2023 | 07:30 CET
Black Week in the energy sector: Short hydrogen - Long oil! Shell, BP, Prospera Energy, and Plug Power under the microscope
It sounds ambitious! To completely restructure Europe's energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. As of 2021, Germany alone was importing 45% of its fossil fuels from Russia, which had been a valued partner until then. After the start of the war in Ukraine, this long-standing business partner was removed from the list. However, this also means that the very cheap sources are no longer accessible for Central Europe. Therefore, electricity, heating and mobility prices will remain high while public coffers are empty. Shareholders who bet on Greentech have to endure a crash in the hydrogen sector while fossil fuels are experiencing a renaissance. Where are the medium-term opportunities?
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Commented by Armin Schulz on April 25th, 2022 | 13:26 CEST
BP, Saturn Oil + Gas, Shell - Oil shares in focus after the French election
The EU wants to tighten Russia sanctions further. Oil and coal imports are to be stopped. According to Annalena Baerbock, it should be ready by the end of the year. But will it stay that way? At the moment, it has not yet been possible to bring an immediate import stop, also in order not to endanger the election in France. The duel between Macron and Le Pen is too close, and the challenger could use further price explosions in the energy sector to her advantage. JPMorgan sees the oil price at USD 185 if the EU immediately stops its imports. Once the election is over, the full import ban could come. France's Finance Minister LeMaire recently said that an EU ban on Russian oil is underway. We look at three beneficiaries of rising oil prices.
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Commented by Carsten Mainitz on March 25th, 2022 | 12:23 CET
K+S, Ximen Mining, BP - The trend continues
The commodity markets are bullish across the board. Sanctions, supply bottlenecks, and demand that is increasingly exceeding supply can be observed in many areas. Precious metals play a unique role as a crisis currency. What is negative for consumers and demanders is a profit booster for commodity producers - rising prices. These companies should be among the beneficiaries. Who will be ahead at the end of the year?
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Commented by Armin Schulz on March 9th, 2022 | 13:14 CET
BP, Saturn Oil + Gas, Shell - Oil as the winner of the crisis
There are increasing signs that the EU wants to free itself from Russian oil and gas supplies as quickly as possible. Bloomberg writes that they want to cut back supplies by 80% within a year. Other sources report over 66%. If Russia is subject to an oil and gas embargo, there is a risk that commodity prices in these areas will continue to rise significantly. Even the US is currently considering an import ban on Russian oil. Since then, there has been no stopping the oil price. The primary beneficiaries are the oil and gas producers, three of which we are taking a closer look at today.
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Commented by André Will-Laudien on March 1st, 2022 | 12:25 CET
Gazprom, BP, Barrick Gold, Ximen Mining - Putin's Ukraine conflict boosts gold and silver!
Over the weekend, the buzzword "mobilization of nuclear weapons" was heard in the media. In the ears of investors, the loud saber-rattling sounded like the starting signal for a gold and silver rally. Events then rolled over in sequence: Russian accounts were frozen, the SWIFT system was disconnected, and there were likely payment difficulties at Sberbank. The sponsorship contract with Gazprom was terminated by Schalke 04 without notice. In this country, people are wondering what medium-term effects the Russian crisis will have on society, the relationship with Russia in general, and the economy. In this context, we are watching a few interesting stocks.
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Commented by Nico Popp on March 1st, 2022 | 10:32 CET
Between war profits and peace dividends: ThyssenKrupp, Memiontec, BP
Since last weekend, the world has been a different place: Germany is pumping EUR 100 billion into a special fund for the German armed forces. In addition, more than the 2% of economic output demanded by the USA for years is to flow into the defense budget in the future. After years of neglecting its own defense, Germany is now back to deterrence. Given the threatening election of Donald Trump as the next US president, such self-help is also urgently needed. We highlight three stocks that are either affected by the Ukraine war or offer a peaceful alternative.
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Commented by Stefan Feulner on February 22nd, 2022 | 11:54 CET
Nel ASA, Saturn Oil + Gas, BP - Uncertainty drives prices up
The conflict between Ukraine and Russia with a possible war in Europe is unsettling the stock markets. After a friendly start to the week and a gain of around 100 points, the DAX took a beating. It is now trading well below the 15,000-point mark. By contrast, crude oil is trading at a premium in view of the threat of conflict. There is also positive news from oil producers, which should lead to further price increases.
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