Shell PLC
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 November 3rd, 2023 | 07:30 CET
Hydrogen is back: Nel ASA, Plug Power with 50% potential. What are Shell and Saturn Oil + Gas up to?
Things have moved quickly. Last week, the DAX 40 index scratched the 14,600-point mark, but yesterday, it was close to the 15,200 hurdle in heavy trading. This is a dream situation from a chart point of view, as the market was able to bid farewell to the short scenario with the central banks taking a breather and presented an ecstatic rebound. Hydrogen stocks Nel ASA and Plug Power, which had been beaten up for a long time, made strong gains yesterday, while oil stocks Shell and Saturn Oil & Gas consolidated at a high level. How long will the hydrogen rebound last, and what is next for the energy sector? We do the math.
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Commented by Stefan Feulner on October 10th, 2023 | 08:40 CEST
Exxon Mobil, Saturn Oil + Gas, Shell - Setback offers new opportunities
The run-up on the global oil markets was halted for the time being following a rally that had lasted since the end of June, with highs of around USD 96 per barrel for North Sea Brent. Thus, pessimism spread concerning falling demand from the US economy. For chart technicians, however, the current correction merely means a countermovement in the overriding upward trend. The Hamas attack on Israel over the weekend may have already ended this, potentially offering new entry opportunities at current levels.
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Commented by Stefan Feulner on September 25th, 2023 | 08:10 CEST
Shell, Hard Value Fund, Rheinmetall - All for performance!
Sustainability is a significant and important topic. Due to recent developments, it is often associated with the environmental and social sustainability of financial products. However, investing purely based on these two criteria can cost investors dearly. For example, global leaders in the hydrogen sector, such as Plug Power, lost around 90% of their value within two years, while wind turbine manufacturer Nordex experienced a peak decline of around 70%. In contrast, fossil fuel producers such as Shell, BP and Exxon enjoyed a boom and were able to multiply their share prices over the same period. Whether investments should, therefore, be made exclusively in ESG-compliant stocks is more than questionable from a return point of view because many companies do not yet offer one thing: financial sustainability.
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Commented by Stefan Feulner on September 19th, 2023 | 09:00 CEST
ExxonMobil, First Phosphate, Shell - The fight against black gold
In order to combat climate change, politicians and industry are focusing on moving away from coal, oil and gas as quickly as possible. Burning fossil fuels, whether for electricity or in car engines, releases enormous amounts of greenhouse gas and is the primary driver of global warming. But the reality is different. Oil prices continue to rise, and multinationals are reaping record profits. Now, however, a lawsuit from the US could reverse the trend.
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Commented by Fabian Lorenz on September 6th, 2023 | 10:00 CEST
Hydrogen losing, oil stocks gaining: Plug Power, Shell and Cashflow Monster Saturn Oil + Gas
Hydrogen is considered the future, but is it too early for pure-play stocks to enter? Companies like Plug Power and Nel are expected to continue posting substantial losses for the foreseeable future. Both are valued in the billions, and both will likely have to carry out a capital increase before they reach break-even. By contrast, oil companies are earning brilliantly. Shell prioritizes margin over revenue, which is winning over analysts. Similarly, Cashflow Monster Saturn Oil & Gas is receiving praise from analysts. Their performance in the second quarter was slightly above analysts' expectations. Will the Canadians soon pay a monster dividend?
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Commented by Armin Schulz on August 7th, 2023 | 07:00 CEST
BP, Saturn Oil + Gas, Shell - Gains due to rising oil prices
The price of crude oil rose again last week. While Brent went out of trading on Friday at USD 85.45, the price for WTI stood at USD 81.53 per barrel. This could just be the beginning, as both Saudi Arabia and Russia have cut back production, which has tightened supply. In addition, US oil reserves fell by an unprecedented 17.1 million barrels, the most significant drop ever recorded. Only the downgrade of the US credit rating weighed a little on sentiment. But the risk that this will weigh on the economy seems small. The FED has let it be known that interest rates are not to rise for the time being, inflation is falling, and many company figures are above analysts' expectations. We, therefore, look at three oil producers that benefit from a rising oil price.
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Commented by Stefan Feulner on July 11th, 2023 | 07:10 CEST
End of the downward spiral - Shell, Saturn Oil + Gas, TotalEnergies
With the break of the downward trend established since June 2022, the oil markets, both Brent and WTI, received a significant boost. Fossil fuels are expected to gain further support from the announcement of production cuts by OPEC+ countries, including Saudi Arabia and Russia. The desert state plans to cut its production quota by one million barrels per day, while Russia plans to reduce production by 500,000.
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Commented by Fabian Lorenz on May 31st, 2023 | 08:00 CEST
Up to 200% price potential: TUI, BYD, Shell, Saturn Oil + Gas
Low oil price? Impending recession? Nothing seems to be able to touch star investor Warren Buffett's love of oil stocks. On the contrary, Berkshire Hathaway has added to its holdings in Occidental Petroleum in recent weeks, increasing its stake to 24.9%. Analysts also recommend Shell. However, they are calling for a higher dividend, among other things. Investors can soon look forward to a massive dividend from Saturn Oil & Gas. In Q1, Saturn was not only the fastest-growing oil producer in Canada, but analysts also see a share price potential of almost 200%. While TUI is calming down after a turbulent capital increase, analysts continue to issue warnings. BYD's stock remains in a sideways trend. Will success in Indonesia bring about a turning point? Elon Musk, in any case, expresses positive views about the competitor.
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Commented by Armin Schulz on April 17th, 2023 | 08:25 CEST
BP, Saturn Oil + Gas, Shell - Oil shares against inflationary pressure
The oil price has been rising for about a month. The trigger was the decision of OPEC+ to cut its production by 1 million barrels per day. The demand for oil is increasing in China as the lockdown measures are being eased and the economy is gaining momentum. In addition, US inventories continue to decline. The International Energy Agency (IEA) projects record demand in 2023, with demand rising by 2 million barrels per day year-on-year while supply falls by 400,000 barrels. As a result, oil prices could reignite inflation. Investors who want to protect themselves against this could invest in oil stocks. We, therefore, take a look at 3 oil companies.
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