ROYAL DUTCH SHELL A EO-07
Commented by Mario Hose on April 30th, 2020 | 09:45 CEST
Barrick Gold, Royal Dutch Shell, Newmont - which shares should you have now?
Stock markets around the world are in recovery mode. Fear and panic over the spread of the corona virus is fading and greed is returning. COVID-19 has kept the world in suspense. After hesitant action by governments in Europe and North America, although curfews were imposed in the country of origin, China, as early as January 2020, drastic measures were not taken in most countries until March, which led to a social and economic standstill. Politicians were confronted with the uncertainty that many experts held different opinions and little faith could be placed in information from China. Many lives may have been at stake. A test for the people, politics and economy.
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Commented by Mario Hose on April 21st, 2020 | 08:54 CEST
BP, Royal Dutch Shell, Total - which tanker companies are getting booked now?
The contact restrictions around the globe have led to a decrease in the consumption of crude oil. A large part of the crude oil produced worldwide comes from OPEC countries. These countries depend mainly on the sales revenues from the black gold with their national budgets. The largest producing countries currently include the USA, Saudi Arabia and Russia. In the period before the Corona Pandemic, these countries each produced around 10 barrels (159 litres) per day. At a price of USD 65.00 per barrel, this means that the daily sales revenue was around USD 650 million. The price of WTI today costs around USD 21.50 per barrel, which at the same production rate only corresponds to sales of USD 215 million per day - the cuts are significant.
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Commented by Mario Hose on April 14th, 2020 | 10:47 CEST
Airbus, Royal Dutch Shell, Triumph Gold - Identifying and taking advantage of opportunities
Globalisation is a competition with different interests. Access to knowledge and raw materials as well as a certain vertical range of manufacturing play an important role. Over many decades, the USA and Europe have occupied various leading positions in the field of role allocation. With the outbreak of the current Corona Crisis, the cards are being reshuffled. The dependence on China has grown to such an extent that the rest of the world is simply dependent on supplies from Asia. Supply chains to Asia are becoming a threat to the global balance. The need for action is obvious.
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Commented by Mario Hose on April 9th, 2020 | 10:32 CEST
Commerzbank, Royal Dutch Shell, Wirecard - Opportunities and Potentials
Price developments on stock markets around the world have led to enormous losses for investors in recent weeks. Particularly hard hit were investors who worked leveraged with credits and had to sell their positions in connection with falling prices. An escalating situation due to the Corona Pandemic, accelerated by imbalances - a nightmare. The development of measures to curb the spread has serious social and economic consequences. There was a sell-off in all asset classes. A lot of collateral damage, but at the same time an opportunity for building a position.
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Commented by Mario Hose on March 26th, 2020 | 06:29 CET
BP, Royal Dutch Shell, Saturn Oil & Gas - now positioning for the oil rally
Russia and Saudi Arabia are in the middle of an oil war. This was preceded by negotiations on a joint reduction in production volumes in order to ensure price stability in connection with the Corona Crisis and the accompanying decline in demand. Russia has belonged to OPEC+ for three years in an extended circle. This has now come to an end, as no consensus decision has been reached. Saudi Arabia reacted with disgruntlement and has announced that it will increase its production volume. The oil price level now reached of less than USD 25 per barrel for WTI not only makes the US energy economy unprofitable, but also endangers the energy independence of the largest oil consumer. There is therefore enormous pressure to act.
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