ROYAL DUTCH SHELL A EO-07
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 André Will-Laudien on June 23rd, 2023 | 07:55 CEST
Solar and wind instead of oil and gas - Shell, Saturn Oil + Gas, Lanxess: Germany focuses on decarbonization!
International energy policy is more disparate than ever. While the US, Canada, China, India, South America and Russia focus on exploiting their abundant fossil reserves, resource-poor countries like Germany and select European states are embracing renewable energies. This decision results from an existing shortage or is imposed in the EU alliance, but it fits argumentatively into the picture of rapid decarbonization, a main line of European policy. As a reminder, planet Earth is home to almost 8 billion people, while Europe has only about 700 million inhabitants. With 8.7% of the world's weight, activist climate policy is being pursued in this country. While the goals are laudable, the overall effect of the efforts is rather negligible. But the consequences for Europe's historically built-up prosperity will be considerable. What is important for investors to consider?
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Commented by Carsten Mainitz on January 21st, 2022 | 09:25 CET
Shell, Saturn Oil + Gas, Plug Power - Energy stocks in focus
Oil prices remain in bullish mode, reaching a new seven-year high. The latest increase was due to an explosion of a critical oil pipeline between Iraq and Turkey, through which up to 450,000 barrels of crude oil are transported daily. In general, the supply situation remains tight. OPEC expects a further increase in global oil demand. The primary beneficiaries of this supply shortage are oil producers; they were already able to post record results last year.
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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 30th, 2021 | 11:53 CET
Royal Dutch, Saturn Oil + Gas, Bayer: The oil price and the pandemic in 2022
COVID-19 is a black swan for the economy, but does the pandemic favor lower or higher oil prices? Not an easy determination because, for one thing, the measures to contain the pandemic significantly lower economic activity. Production delays and supply chain failures occur, so oil demand should fall there. On the other hand, a shortage of inputs and constraints in logistics lead to higher delivery and waiting times, thus creating some hoarding pressure, which increases demand for the black gold. Due to the shortness of history, the actual connection is also little researched, i.e. how it really is could remain hidden from us for some time. Who benefits from the current cycle of price increases?
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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 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 Nico Popp on November 1st, 2021 | 10:29 CET
Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it
Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.
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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 Nico Popp on October 19th, 2021 | 10:46 CEST
Royal Dutch Shell, MAS Gold, Barrick Gold: Remedies for inflation and crisis
Inflation rates dwarf everything, and any buyer or tradesman has to think back a long time before he can draw a historical comparison with the current situation. However, many economists still appear relaxed: They say that the situation around fragile supply chains and scarce goods will ease next spring. Employment, which is still below pre-Corona levels today, is also expected to pick up speed then. But what if it doesn't?
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