Shell PLC
Commented by Armin Schulz on June 13th, 2022 | 15:45 CEST
Alibaba, Almonty Industries, Shell - Shares with conspicuous strength in the crisis
The past week was tough for many investors. First, the ECB declared on Wednesday to raise interest rates, and on Friday, it was announced that the inflation rate in the US rose to 8.6% in May. As a result of these events, the markets collapsed and a number of blue chips suffered, in some cases significantly. But even in the weak phases, some shares buck the general market trend, which is a clear sign of strength. When the market as a whole turns around, it is precisely these stocks that often benefit disproportionately. We have picked out three companies that have held up well in the falling market environment and look closely at their future prospects.
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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 Nico Popp on April 19th, 2022 | 14:10 CEST
Hotter than crypto: K+S, Nevada Copper, Shell
While moderate inflation is considered an acceptable accompaniment to a recovery, inflation rates beyond the 7 or even 8% mark are poison for the economy. The first industry associations from the construction sector expect residential construction to slump significantly in 2023. Examples include the Bavarian Housing Industry Association (VdW). According to this, around 86% of housing cooperatives and socially-oriented developers rate the prospects for new construction as "poor" or "very poor". The reasons lie in rapidly rising prices for building materials, which make costing difficult. Accordingly, some craft businesses will no longer accept orders for far in the future to avoid taking risks. China's zero-COVID strategy is also repeatedly causing problems. We present three companies that will be able to deliver in 2023.
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Commented by Armin Schulz on April 6th, 2022 | 10:08 CEST
K+S, Barsele Minerals, Shell - Which commodity stocks belong in the portfolio?
Commodity prices are rising in almost all areas. To blame everything on the Ukraine conflict is too short-sighted. Fertilizer prices have significantly increased in the past year due to crop failures caused by natural disasters. Oil prices also began to rise last year. However, the sanctions against Russia gave the oil price a further significant tailwind. Gold has only been able to increase with the outbreak of the Ukraine war and is currently quoted at between USD 1,900 and 2,000. The high inflation should further increase the demand for gold. Today we look at three companies from the three sectors and analyze their potential.
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Commented by André Will-Laudien on March 23rd, 2022 | 11:54 CET
Next oil crisis? Shell, Globex Mining, Glencore, Gazprom - Which stocks can deliver?
Ongoing armed conflicts in Ukraine may escalate into a global commodity and economic crisis. After all, supply chains have already been severely impacted by the global COVID pandemic. Believing that these irrationalities will eventually be put behind us, Central Europe, in particular, is now threatened with an energy shortage not seen for 50 years. The last oil crisis dates back to 1972/73 when on November 25, 1973, car traffic came to a standstill throughout Germany for the first time. In response to the rising fuel and heating oil prices, the German government had imposed a driving ban on four Sundays under the Energy Conservation Act. Will it come to that again - almost unthinkable today? We take a look at crucial raw material suppliers.
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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 Juliane Zielonka on March 2nd, 2022 | 11:35 CET
Defense Metals Shell Lukoil - Commodity investments without contact debt
Until now, China seemed to be a top dog among rare earths. But its position in the Russia-Ukraine conflict is unclear. Therefore, it seems all the more valuable to discover countries that also produce rare earths, such as Canada. These days, people are looking very closely at who is on which side. This week, for example, Shell cut ties with Gazprom. But at the Russian energy giant Lukoil, one of them does not want to leave his post - and thus immediately endangers his entire country...
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Commented by Nico Popp on February 23rd, 2022 | 06:44 CET
TUI, Hong Lai Huat, Shell: 3 shares in Putin mode
Just a week ago, the mood around the TUI share was upbeat. The stock was on the road to recovery. Now the escalation around Ukraine has put a damper on it. Is the comeback now in danger? At this point, we will examine whether TUI can withstand the crisis and which values could possibly benefit from the crisis.
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Commented by Nico Popp on February 18th, 2022 | 10:33 CET
Shell, Ximen Mining, Newmont: Will gold follow the oil price rally?
Now that the oil price has long since cracked the USD 90 mark, gold is also picking up significantly. The precious metal lingered only briefly on the much-cited interest rate worries. The theoretical reasoning behind this is that if the interest rate rises, non-interest-bearing gold loses its attractiveness. This assumption has always been a bit far-fetched given the negative real yields that are expected to continue, but the gold price is now proving it: The interest rate turnaround is not relevant for gold. Instead, the general uncertainty on the market and the property as a reserve currency count. But how far can the gold rally go?
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Commented by André Will-Laudien on February 7th, 2022 | 10:13 CET
Shell, Saturn Oil + Gas, Gazprom: Oil price explosion to USD 120?
Oil prices again rose sharply last week and once again reached multi-year highs. Most recently, a barrel of Brent North Sea crude cost USD 92.80. That translates to an increase of approximately USD 13 since the beginning of the year. The price for a barrel of the US variety West Texas Intermediate (WTI) rose to a high of USD 92,20; thus, the spread between the oil variants is again historically low. Both grades rose at times to their highest level since autumn 2014. The triggers for the current bull market are primarily the Ukraine crisis and the cold snap in the US state of Texas. This has fueled concerns about production losses in the Permian Basin, the largest US shale oil deposit. Which oil stocks are now under the spotlight of investors?
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