Oil
Commented by Fabian Lorenz on June 9th, 2022 | 11:19 CEST
Shares of Nel ASA, BP, BASF and Saturn Oil + Gas: Goldman bullish on oil price
Good news for oil producers such as BP, ExxonMobil and Saturn Oil & Gas: Goldman Sachs has raised its oil price forecasts and expects prices to remain high. The price target for Brent crude was raised from USD 125 to USD 140 per barrel. The reasons given for this are unresolved structural bottlenecks. The oil giant ExxonMobil shot up to a new all-time high in the wake of the news. For Saturn Oil & Gas, a takeover has come at the right time. The Canadian producer wants to double its production again. Nel is also likely to benefit, as the high prices for fossil energies are making it easier to switch to renewables. For BASF, however, the Goldman forecast is bad news, but analysts see considerable upside potential.
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Commented by Armin Schulz on June 8th, 2022 | 10:45 CEST
BP, Desert Gold, Livent - Gold stocks from different sectors
Why are BP and Livent gold stocks, some readers may ask? The answer is simple, because the gold term is being used for more and more commodities, especially as prices have skyrocketed. Such is the case with oil, the black gold, and lithium, the white gold. "Real" gold, on the other hand, has fallen back to the USD 1850 range after its breakout with the onset of the Ukraine crisis. So which gold should you put your money in now? We take a look at one Company from each sector.
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Commented by Nico Popp on May 31st, 2022 | 11:53 CEST
Funds will not resist here: BASF, Saturn Oil + Gas, Nordex
Sustainable investing is the trend. According to the German Federal Investment and Asset Management Association, EUR 580 billion is invested in sustainable funds in Germany alone. And the trend is rising. Younger people in particular attach great importance to sustainability. Since sustainable investing is not detrimental to returns but, on the contrary, can even be beneficial, interest is also growing among older investors. We take a closer look at three stocks!
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Commented by Armin Schulz on May 27th, 2022 | 11:35 CEST
Nordex, Saturn Oil + Gas, JinkoSolar - Energy shares with potential
The hunger for energy is increasing worldwide. The Ukraine crisis has further fueled this situation. Germany in particular is under pressure in this respect after the nuclear phase-out. Renewable energies are supposed to solve the problems, but they are not yet ready. A gas embargo would have dire economic consequences for Germany and is currently not possible. Here, too, we can see that the end of fossil fuels is still some way in the future. China and India are reportedly buying cheap oil from Russia at the moment. That is currently not depressing the oil price, as demand is too great. Today we look at a company from each sector: wind power, oil, and solar energy.
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Commented by André Will-Laudien on May 20th, 2022 | 10:31 CEST
Energy shares: Plug Power, Saturn Oil + Gas, Nordex, Siemens Energy: The race for our future
With a view to the future energy supply, big question marks remain, especially in Europe. Dependence on Russia remains a permanent topic in government debates. Commission President Ursula von der Leyen presented a plan to break away from fossil fuels from Russia and accelerate the energy transition. In order to become self-sufficient, the European Union will have to invest nearly EUR 300 billion by 2030, according to the EU Commission. Investors are currently focusing very strongly on this future topic. Which stocks hold the greatest opportunities?
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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 Stefan Feulner on April 20th, 2022 | 12:57 CEST
BP, Saturn Oil + Gas, Deutsche Rohstoff - Continued clear dependence
We can spin it any way we want and make further ambitious plans for a faster transition from fossil fuels to renewables. Still, currently, the global economy is dependent on oil and natural gas. And this is likely to remain the case in the near future, as seen from the significant rises in Brent and WTI crude oil. The primary beneficiaries of this trend - JPMorgan declared a supercycle for oil as early as June 2020 - are undoubtedly the producers of the black gold.
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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 Nico Popp on April 5th, 2022 | 12:10 CEST
New major trend determines share prices: BASF, Saturn Oil + Gas, Nordex
Those who invest along major trends ride the waves of the market with a tailwind. Trends such as population growth or digitization are here to stay and have far-reaching consequences - even if there is another slight dip in economic development. A new major trend is emerging that is something like the answer to globalization. We remember: For decades, people celebrated economic networking and the division of labor. Many economies, as well as companies, became specialized. But with the pandemic and the war in Ukraine, the golden age of globalization is over: regionalization and autarky are on the agenda instead. We explain what this means using three companies as examples.
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Commented by Stefan Feulner on March 31st, 2022 | 10:30 CEST
K+S, Saturn Oil + Gas, Salzgitter AG - Growth market for raw materials
The specter of inflation has been growing since the outbreak of the Corona pandemic and the unlimited money printing by central banks. According to the minutes of the monetary authorities, inflation was only temporary. But far from it, inflation will remain permanent and hit even harder than feared. Support is also coming from the sanctions imposed against Russia. As a result, the supply of oil, gas and many other commodities is becoming tighter, and prices are skyrocketing. And do not take the word of a central banker again who wants to explain to you that this time inflation is only temporary.
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