Oil
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 Fabian Lorenz on March 3rd, 2022 | 11:47 CET
Plug Power, Hensoldt, Saturn Oil + Gas: Will the price rally continue?
Until recently, it seemed unthinkable, but it has become a reality: the price of Brent oil is trading above USD 110, a multi-year high. The German armed forces are to receive EUR 100 billion in special funds. In addition, according to Chancellor Scholz, NATO's 2% target is to be met in the future. And renewable energies are described by politicians of all parties as strategically important "freedom energies". These drastic developments are currently moving share prices. The value of the defense company Hensoldt has doubled within a few days, and a new major customer beckons. Hydrogen specialist Plug Power has also posted double-digit gains but missed analysts' estimates operationally in 2021. Saturn Oil & Gas shares have not yet benefited from the high oil price. After the successful takeover, the knot could now burst.
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Commented by Stefan Feulner on February 22nd, 2022 | 11:54 CET
Nel ASA, Saturn Oil + Gas, BP - Uncertainty drives prices up
The conflict between Ukraine and Russia with a possible war in Europe is unsettling the stock markets. After a friendly start to the week and a gain of around 100 points, the DAX took a beating. It is now trading well below the 15,000-point mark. By contrast, crude oil is trading at a premium in view of the threat of conflict. There is also positive news from oil producers, which should lead to further price increases.
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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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Commented by Armin Schulz on February 2nd, 2022 | 11:44 CET
Gazprom, Saturn Oil + Gas, Shell - Profit from rising energy costs
Over the past year, energy costs have skyrocketed and, apart from electricity, there seems to be no end in sight. The traffic light government wants to abolish the EEG levy as early as this summer, thus ensuring that the price of electricity will fall. For oil and gas, things look less favorable. Since the EU has classified gas as climate-friendly, demand will continue to rise. 630 gas suppliers raised their prices by an average of 53% at the beginning of the year. The oil price also continues to climb, although OPEC recently said that it does not want a price of USD 100. However, it is unlikely to be resisted. We look at three oil and gas companies today.
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Commented by Nico Popp on January 24th, 2022 | 10:13 CET
Mini P/E, dynamic growth and ESG profile: Varta, Saturn Oil + Gas, Gazprom
We have associated modern energy sources, such as batteries or even hydrogen, with future investments for years. Indeed, it is extremely appealing to use renewable energies to feed both the power grids and the engines of ships and trucks. But this transformation is a Herculean task. We look at why investors have great opportunities in this regard and which shares are particularly suitable.
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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 Stefan Feulner on January 13th, 2022 | 12:45 CET
TeamViewer, Saturn Oil + Gas, BP - Target price USD 100
Oil prices continue to rise. A barrel of Brent currently costs USD 84.32 and is thus on the verge of breaking through a double top formation from the highs of 2018 and 2021. A breakout would generate a fresh buy signal, the target range of which already lies beyond the USD 100 mark. Underpinned by an easing of the Corona situation and an unexpected onset of winter in the US, a new 10-year high at USD 122.88 could even beckon. The primary beneficiaries of this inflationary development are once again the oil 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 Stefan Feulner on December 22nd, 2021 | 13:33 CET
Infineon, Saturn Oil + Gas, S&T - A lot of movement at the end of the year
A lot is happening in the last stock market days of 2021. Fears of further lockdowns due to the Omicron variant are weighing on the markets, as are concerns about interest rate hikes in the near future. As a result, the DAX is denied a final spurt towards 16,000 points. The oil price is also consolidating due to the economic risks resulting from possible imminent lockdowns. Finally, Turkish President Recep Tayyip Erdogan caused a drumbeat by introducing several measures to prevent further dollarization of the economy. He succeeded in the short term, with the Turkish lira recovering by around 30% within minutes.
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