Oil
Commented by Stefan Feulner on January 15th, 2024 | 06:30 CET
Hertz, Saturn Oil + Gas, Occidental Petroleum - Clear signs of a trend reversal
Electromobility, often hailed as the future of transportation, is at the forefront of a global transport revolution. A swansong has already been sung for the traditional combustion engine. However, the fossil fuel-powered vehicle is still by far the best-selling vehicle. Issues with battery-powered vehicles are increasing. In addition to the continuing lack of refueling infrastructure, the purchase prices are simply too high without government subsidies. Additionally, higher repair costs are becoming more prevalent.
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Commented by Stefan Feulner on January 9th, 2024 | 07:00 CET
ExxonMobil, Prospera Energy, Shell - Falling profits and new opportunities in black gold
The fall in energy prices led to a significant drop in inflation. Consequently, the colossal profits of oil giants, such as Chevron, Exxon, and PB, also melted away. As a result, the stock prices of these companies corrected, potentially providing long-term investors with a new buying opportunity. Many experts agree that in the long term, the decline in black gold is likely just a temporary dip in its overall upward trend, which should lead to significantly higher price targets in the coming years.
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Commented by André Will-Laudien on January 5th, 2024 | 08:30 CET
Berlin abolishes the eco-bonus, so what now for e-mobility? Plug Power, Prospera Energy, VW and Porsche in focus
Investors who bet on green energy in 2023 took a big hit. Contrary to many forecasts for the future, the wind and hydrogen sector has yet to show any sustained positive development. Government budgets are simply insufficient to promote these still unprofitable forms of energy. Private investors want to see returns on their investments. State-of-the-art combustion technologies will likely remain available for years because they are efficient and work in all weather conditions. Those who experienced their electric vehicle running out of power on December 1, 2023, at minus 10 degrees with 1 meter of fresh snow can attest to the challenges. We look at titles that carry the essence of fossil energy approaches in their soul.
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Commented by Juliane Zielonka on January 4th, 2024 | 08:00 CET
Focus on individual stocks: Why Saturn Oil + Gas, Siemens Energy, and JinkoSolar are scoring points in the energy poker game
Global demand for oil and gas is rising steadily, especially in high-growth economies. Saturn Oil & Gas is a Canadian company that is positioning itself as a promising investment in the energy sector. The Company is currently successfully producing light oil in Saskatchewan and has also completed horizontal drilling in Alberta. It also pursues a conservative accounting policy. Siemens Energy is in the focus of investors after a more than 50% drop in shares between June and November 2023. The damaged wind turbines from the Siemens Gamesa deal require a clear strategy from CEO Christian Bruch. Analysts are divided. While Morgan Stanley is optimistic about the development, Barclays lowers the price target. In an uncertain market environment for renewable energies, a differentiated view of individual values is crucial for investors. China is positioning itself not only as one of the leading industrialized oil and gas countries but also as a pioneer in the renewable energy sector. JinkoSolar, a Chinese company, is benefiting from its financial stability and the rising global demand for solar energy. Find out here which stock scores best.
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Commented by Juliane Zielonka on December 28th, 2023 | 07:40 CET
From record production to billion-dollar deals: Prospera Energy, Occidental Petroleum and Tesla in the spotlight
The world is undergoing an energy transition, and pioneering projects in Saudi Arabia demonstrate the significant role of renewable energy. Energy companies like Prospera Energy are experiencing record production with over 1,500 BOE/D. Value appreciation and a focus on reserves make Prospera Energy an attractive investment candidate, especially given the rising global demand for oil and gas. Warren Buffett is backing precisely these types of companies, such as Occidental Petroleum (OXY). The planned acquisition of CrownRock for USD 12 billion promises a significant increase in sales for the oil and gas company. Berkshire Hathaway is, therefore, increasing its stake in OXY by 5.2 million shares. While Tesla faces challenges with its electric vehicle (EV) doors, BYD is outperforming in the global BEV market. The Chinese car manufacturer has already overtaken Tesla in terms of market share, recording a 68% increase compared to the previous year. The future of electric mobility could lie in Chinese quality and reliability and, above all, in oil and gas companies. Where is the next profit leap?
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Commented by Armin Schulz on December 27th, 2023 | 07:15 CET
TUI, Saturn Oil + Gas, Bayer - Find the 2024 doubler before the end of the year
The indices are close to their all-time highs, and at the end of the year, investors are starting to adjust their portfolios to optimize their taxes. If you still want to find stocks that have the potential to double, you have to look at the stocks that have not performed so well this year. The stock market moves in cycles, and what was not in vogue this year may be in again next year. The most important thing is that the companies you want to invest in are earning money and have learned from the problems that have put the share price under pressure. We take a look at three promising candidates.
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Commented by André Will-Laudien on December 21st, 2023 | 07:30 CET
After the COP28 Climate Conference: Hydrogen, solar or oil? Plug Power, Nucera, Saturn Oil + Gas, JinkoSolar in focus
It could have gone better! The COP28 Climate Conference in Dubai is over, the results sobering for many, for others within the realm of expectations. While large parts of the world are calling for a stricter approach to reducing fossil fuels, the countries in the Gulf region want to continue their successful business model of the last 150 years. Oil is not going out of fashion, and its production will continue to be abundant and delivered to buyers through various channels. Hydrogen and solar energy, like wind power, are essential energy sources, but they will not replace existing structures; at best, they will supplement them. Even nuclear energy, which has been widely frowned upon, is now seen as a climate solution by countries such as Poland, France and Finland and is being drastically expanded. Where are the opportunities for investors?
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Commented by Fabian Lorenz on December 19th, 2023 | 07:10 CET
Star investor Buffett bets on oil: BYD, Plug Power, Shell, Prospera Energy
While the world was watching the Dubai Climate Conference, Warren Buffett invested in oil. The star investor increased his stake in Occidental Petroleum to 27% via Berkshire Hathaway. There is also the possibility of increasing the stake in the US oil company to 33%. The move came after Occidental shares had lost 20% in just a few weeks. This anti-cyclical move is typical of Buffett and shows that oil stocks like Shell are exciting. A similar turnaround story to Occidental is Prospera Energy. Things are expected to get interesting for the Canadian oil producer next year. This is likely also the case for BYD and Plug Power. Chinese companies want to attack the Japanese market, among other things. Like so many hydrogen companies, Plug Power has to address the question of the profitability of its business model.
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Commented by Fabian Lorenz on December 14th, 2023 | 07:20 CET
Climate Conference and Nel disappoint. BASF and Saturn Oil + Gas shares recommended as Buy
The World Climate Conference has disappointed - at least for anyone who had hoped for a clear stance on the end of fossil fuels. Negotiations on the final declaration took place throughout the night in Dubai. The result is sobering. The farewell to fossil fuels is only vaguely described. It has become clear in recent weeks that fossil fuels are here to stay for the foreseeable future and that their lobby is strong. Instead of new impetus, shareholders of Nel ASA received further bad news. The hydrogen pioneer had to announce the cancellation of a major order. And that is not all. BASF, on the other hand, has a tailwind. The share has been upgraded from "Sell" to "Buy". Analysts see more than 200% upside potential for Saturn Oil & Gas. The high cash flow enables the oil producer to expand production and reduce debt.
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Commented by André Will-Laudien on December 12th, 2023 | 06:40 CET
Climate conference and Venice turns green! Oil remains in demand; goodbye hydrogen? Nel ASA, Prospera Energy and Plug Power in Focus
Too little, too slow, too half-hearted! Climate activists in Italy have drawn attention to themselves with a spectacular campaign. The "Extinction Rebellion" group members painted the famous Grand Canal in Venice fluorescent green. Some activists abseiled from the Rialto Bridge over the central canal of the northern Italian lagoon city on Saturday afternoon and poured dye into the water. Their action was intended to protest against the "ridiculous progress" made at the COP28 World Climate Conference in Dubai. "We are tired, we have had enough of being taken for fools by our governments and knowing that our future is in danger while politicians do nothing," they said in a statement to the press. How do we tackle the energy issues of the future? A look at selected energy stocks paints a clear picture.
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