BP PLC DL-_25
Commented by Armin Schulz on January 17th, 2022 | 13:22 CET
Barrick Gold, Barsele Minerals, BP - Commodities are a sleeping giant
For gold investors, 2021 was a very dull year. After breaking out to USD 2,075 in 2020, the commodity corrected and fluctuated between USD 1,600 and USD 1,900 in 2021. Medially, gold was displaced by bitcoin, and so there are many stocks in the gold sector, some of which are significantly undervalued. Oil has a similar fate. Due to climate protection, oil gets the image of a polluter, while a modern industrial society is still not possible without it. The major oil companies are no longer investing in the development of new deposits in order to improve their climate footprint. However, demand continues to rise and will remain high in the coming years. We take a look at three commodity companies from the two sectors.
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Commented by Stefan Feulner on January 13th, 2022 | 12:45 CET
TeamViewer, Saturn Oil + Gas, BP - Target price USD 100
Oil prices continue to rise. A barrel of Brent currently costs USD 84.32 and is thus on the verge of breaking through a double top formation from the highs of 2018 and 2021. A breakout would generate a fresh buy signal, the target range of which already lies beyond the USD 100 mark. Underpinned by an easing of the Corona situation and an unexpected onset of winter in the US, a new 10-year high at USD 122.88 could even beckon. The primary beneficiaries of this inflationary development are once again the oil producers.
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Commented by Mario Hose on January 12th, 2022 | 13:17 CET
Energy stocks after oil price rise: BP, Saturn Oil + Gas, Shell
The price of energy continues to be the focus of the public and investors in the new year. The price of WTI crude oil reached a new high for the year on Wednesday at almost USD 82.00 per barrel. Brent crude is currently trading at over USD 84.00 per barrel. Also, the price of Natural Gas of February 2022 contracts has increased today by 4.73% to 4.45 USD. The development in the commodity market also usually reflects in the balance sheets of producers.
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Commented by André Will-Laudien on December 8th, 2021 | 11:48 CET
Royal Dutch, Saturn Oil + Gas, BP: The best oil stocks for 2022!
At the beginning of the Corona pandemic in 2020, the OPEC+ alliance had cut daily production by around 9.7 million barrels. This managed to support oil prices, which had fallen below USD 40 due to the slump in the global economy. In the meantime, the oil tap has been gradually turned back on to moderate the rise in oil prices. The production cut is currently being lifted by 400,000 barrels per month. The cartel is currently supplying about 27 million barrels to the market, which is significantly less than before the pandemic. The current 12% price collapse in November came as quite a surprise to OPEC. However, experts believe that in 2022 there will again be an increased demand for oil. We analyze the most interesting producers.
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Commented by Carsten Mainitz on November 29th, 2021 | 10:06 CET
Saturn Oil + Gas, BP, Gazprom - Buy when the guns are thundering?
The possible impact of a new Corona variant led to significant declines in the stock markets at the end of last week. The German benchmark index lost around 1000 points within just 2 weeks. Oil and gas stocks have been hit particularly hard in recent days. The oil price lost last on a single day 11-12%. The development thus prices in, among other things, travel restrictions, lockdowns and a cooling of the economy. The tapping of strategic oil reserves, which US President Biden recently announced, plays a psychological role in the big picture in supply and demand. Much more exciting is what OPEC will soon say about its production plans. Where are the opportunities now?
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Commented by Stefan Feulner on November 8th, 2021 | 11:28 CET
Deutsche Rohstoff, Saturn Oil + Gas, BP - Rise to hysteria
Energy prices in Germany continue to rise, driving inflation beyond the 4% mark. Heating oil alone increased in price by around 80% within a year. However, there is no end in sight to the rise. The supply bottleneck and immense demand are likely to push oil prices above the psychological USD 100 mark in the next few years. Analysts at JPMorgan even see a new supercycle approaching the world and renewed their forecast to an oil price of USD 190 in 2025.
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Commented by André Will-Laudien on November 3rd, 2021 | 12:49 CET
Royal Dutch, BP, Saturn Oil + Gas: OPEC sends oil to 100 dollars!
The oil rally continues! In October, the Brent and WTI grades recorded an increase of around 10%. Market observers justified the friendly month with the good mood on the stock markets. The risk appetite returned due to the turn of the markets at the beginning of October. More volatile asset classes such as commodities benefited from this. Time and again, reference is also made to fuel reserves in China, which had recently fallen sharply. The world's second-largest economy could now buy more on the oil market to strategically replenish its reserves. Tension is rising in the oil market. Which stocks can benefit in this environment?
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Commented by Armin Schulz on October 25th, 2021 | 12:36 CEST
BP, Saturn Oil & Gas, Royal Dutch Shell - Oil stocks take off
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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Commented by Carsten Mainitz on October 19th, 2021 | 12:46 CEST
Nvidia, Almonty Industries, BP - Scarcity drives prices!
The shift from fossil fuels to renewable energy sources is increasing the need for industrial metals. Copper's excellent thermal conductivity, along with its corrosion resistance, ease of processing, strength, durability and formability, offer unbeatable advantages in solar thermal applications. Tungsten's properties also play an increasingly important role in power, lighting, medical and aerospace applications. Companies producing the critical metal have significant upside opportunities in this regard.
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Commented by Armin Schulz on October 4th, 2021 | 12:36 CEST
BP, Almonty Industries, Standard Lithium - Which commodities offer the most potential?
Last Tuesday, the barrel of oil reached the USD 80 mark again for the first time since 2018, even though OPEC had recently increased production volumes. The discrepancy between supply and demand obviously could not be closed by the production increase. Comparing tungsten with gold, an investment in tungsten could beat gold by 70% since 2010. In the case of lithium, the price is also rising significantly. The automotive industry has decided to push ahead with its conversion to e-mobility in the interests of sustainability. So, the ambitious goal of charging only USD 100 per KWh of capacity in an e-car battery will not happen, making the price of e-cars much cheaper. Today, we take a look at three companies that produce these raw materials and analyze the potential.
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