1. Shell Remains on the Right Track to Recovery - UK-based energy major Shell was one of the rare oil companies to surpass analyst expectations with its…
While all attention is on the Middle East and the Russia-Ukraine war, Moscow is securing key venues in Africa while Western nations withdraw or are…
Oil prices have dipped to their lowest levels in nearly two months, with U.S. West Texas Intermediate (WTI) and Brent crude being particularly impacted. These…
Last week, I wrote that while Q1 profits were expected to be down this year and energy stock prices were higher, that didn’t mean that…
Politics, Geopolitics & Conflict Danish shipping giant Maersk has raised the lower end of its full-year guidance thanks to Houthi attacks that have disrupted Red…
1. BHP-Anglo Merger Could Create World’s Largest Copper Miner - The global mining sector might see a whirlwind of M&A activity over the upcoming weeks…
June West Texas Intermediate (WTI) crude oil futures have experienced significant volatility this week, ultimately poised to close higher following a late-week recovery. This recovery…
Politics, Geopolitics & Conflict The UN envoy for Libya, Abdoulaye Bathily, has resigned from his post, slamming the country’s rival parties and external meddlers for…
By the time you read this, it is likely that the two largest American oil companies, Exxon Mobil (XOM) and Chevron (CVX), will have reported…
Europe is on edge, more so now that the U.S. has approved a $61-billion aid package to Ukraine after much stalling. The spy dens of…
Selling Pressure, Profit-Taking Dominate Trade This week, crude oil markets experienced significant volatility to the downside, driven by geopolitical concerns, unexpected inventory adjustments, and changes…
1. Venezuela Braces for Impact After US Reimposes Sanctions - The Biden administration reimposed sanctions on Venezuela’s oil industry after its six-month waiver expired on…
Politics, Geopolitics & Conflict At midnight on Thursday, the six-month temporary oil sanctions relief Washington granted Venezuela last October expired, and the Biden administration moved…
Over the years, one of my most profitable investment research techniques has been to look for companies whose stock has been dragged down by negativity…
Oil markets have largely discounted the Iranian missile and drone barrage directed at Israel because it was essentially a ruse designed not to inflict any…
Markets were extremely jittery this week, awaiting a retaliatory attack by Iran following the Israeli strike on Tehran’s embassy in Syria, which killed a key…
As somebody whose start in markets came in interbank foreign exchange, I am used to a degree of obsession with central banks. Back when I…
In the complex mix of elements influencing crude oil prices, recent events have focused attention on June West Texas Intermediate (WTI) futures. The interplay of…
1. EU Allows Banning Russian LNG as Member States Buy More - The European Parliament approved rules this week allowing the regional bloc’s respective governments…
Politics, Geopolitics & Conflict Baghdad is repairing the Kirkuk-Ceyhan pipeline, which has not been operable for ten years and hopes to use it to export…