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Energy

Discussion List

  • Petr Pinkhasov
    Everything Rally (Except the bonds). Market Update / Tony Greer Q&A
    Happy Tuesday RV Members! Markets up for the 5th session in a row, on the S&P 500. After making a solid bottom which we talked about the Dow Jones holding those critical support zones, we have come up about 5% off the low range lows. The Nasdaq is leading the upside charge today, even with the rates rising. Bar chart of the S&P 500 cash index 10-year yields now back to highs of October at around 1.625% Cryptos largely in the green with Bitcoin up ~2% After initially trading lower in th…
    Petr Pinkhasov 145 views 4 comments Most recent by john_c Real Vision
  • Ralph Humphrey
    German court says EU rules apply to Nord Stream 2 pipeline
    https://www.reuters.com/business/energy/german-court-dismisses-challenge-nord-stream-2-pipeline-consortium-2021-08-25/ The Nord Stream 2 operator claims the rules, amended in 2019, were aimed at torpedoing the pipeline. The project is strongly opposed by many European governments, some of whom see it as a Russian state venture designed to increase the bloc's dependence on Russian gas. The rules will cost NS 2, which links Germany directly with Russia under the Baltic Sea, additional time and …
    Ralph Humphrey 5 views 0 comments Started by Ralph Humphrey Real Vision
  • denis_t
    What do you think about the hippo's idea?
    https://www.youtube.com/watch?v=2PRzQoSjlGU
    denis_t 3 views 0 comments Started by denis_t Real Vision
  • Weston Nakamura
    Daily Briefing Exchange After Hours w/ Jack & Weston (Wed Jul 28 2021)
    https://vimeo.com/580500005Thank you all for your questions from the Exchange  @Bill T @Tamim Sultan @Muddshir Hussain !  Jack and I discuss BTC, BTC & crypto scene in Japan, a taste of the next episode of Exchanging Lanes with @Brad S and disruptions in the Brad Breakfast Index - explained via @Jack Farley on RV Live w/ Shawn Hackett on coffee futures from yesterday.   Trade Idea posts (open & closing) ↓  (July 6) LONG “Capitalism” / SHORT “…with Chinese characteristics” (July 27)…
    Weston Nakamura 2 views 14 comments Most recent by Alex Newman Real Vision
  • sam_c
    EU Commission released their plan for reducing net emissions by at least 55%
    Today the EU Commission unveiled their big Green plan and the ETS is a really big part of it  something @Raoul Pal discussed with Pierre Andurand) https://www.realvision.com/shows/investor-masterclass/videos/pierre-andurand-the-oil-master-looks-to-the-future?source_collection=925dc1d8377344bbbc46d06e36f63051   Also, this is related to this post on the exchange: https://exchange.realvision.com/question/raoul-mentioned-investing-in-eu-ets-is-there-a-similar-investment-in-the-us--6093d1f1579bbe2…
    sam_c 1 view 3 comments Most recent by John Ahearn Real Vision
  • dani_b
    First-ever auction for U.K. emission allowances
    The auction cleared at £43.99 a metric ton, equivalent to about $62. That placed prices for U.K. allowances 2.7% higher than futures prices in the European Union’s carbon market, the world’s largest. https://www.wsj.com/articles/u-k-polluters-face-higher-costs-as-breakaway-carbon-market-goes-live-11621425610  
    dani_b 2 views 0 comments Started by dani_b Real Vision
  • Moritz Heiden
    Short term put/ put spread on ICE Exchange
    While ICE is in an upward trend, it might make sense to hedge for potential fallout from trading losses due to the spike in energy prices "After the market closed Friday, stunned traders scrambled to work out how much additional funds they would need to set aside for the following week. Some trading houses were extremely nervous. An executive at one said he was worried that some counterparties could go bust and leave his firm with positions to fill on the spot market." Source En…
    Moritz Heiden 1 view 13 comments Most recent by Weston Nakamura Real Vision
  • Kenneth Kitchin
    Chevron underperformance?
    $CVX up 2.90%, but COP up 5.70& and XOM up 4.47%. Rally obviously tied to reflation narrative and oil price surge. But why the underperformance of $CVX today?
    Kenneth Kitchin 2 views 3 comments Most recent by Brad S Real Vision
  • sam_c
    Uranium Primer BofA
    For those like me that don't know the first thing about Uranium except maybe that ze Germans don't want it anymore, the French love it and the Iranians would be more than happy to use it and everyone hates them for it  Here is a usefull primer:  Kazakstan = the United states of Uranium.
    sam_c 3 views 13 comments Most recent by Jeremy Varughese Real Vision
  • Weston Nakamura
    Shoutout to Sunsets - Response to Jack F & Jaymes R
    ...adding my unsolicited (I don’t care) thoughts to the video posted by @Jack Farley chatting with @Jaymes Rosenthal yesterday: • As WTI crude futures traded in negative territory and the lowest strike listed for WTI crude puts was $1 Put, that strike somehow went $38 DEEP in the money...  • Cheers Jaymes for your last day trading futures in Chicago - you survived! 👍 • “Shoutout to sunsets” https://vimeo.com/489390789Click here to see Jack n’ Jaymes’ full video from yesterday that I’m respo…
    Weston Nakamura 2 views 9 comments Most recent by ash_b Real Vision
  • Robert Kruthoffer
    I would like to see more on the ENERGY markets on RV. For such an important macro component, I t...
    I would like to see more on the ENERGY markets on RV. For such an important macro component, I think RV has been deficient in this area lately. How about a fresh interview with Leigh Goehring or Adam Rozencwajg? Or some other energy commentator with a contrary take, even someone telling us oil is going to $10/bbl? More frequent updates with Warren Pies, from whom I learn much. I know it is a "bad" market now but it seem like an opportunity to me. Prices on the energy majors seem ou…
    Robert Kruthoffer 2 views 6 comments Most recent by Timothy Flocke Real Vision
  • jack_f
    My latest piece on OPEC's September oil market report:I also discussed oil with @"Ash Bennington
    My latest piece on OPEC's September oil market report: https://www.realvision.com/blog/oil-staring-into-the-abyss I also discussed oil with @"Ash Bennington" on yesterday's Real Vision Daily Briefing OPEC cuts oil demand forecasts again; spot prices shrug as contango deepens. Read more on Real Vision's Financial and Business Blog.
    jack_f 1 view 2 comments Most recent by JW2 Real Vision
  • Farrell Murphy
    Daily Briefing with @"Ash Bennington" and Tony Greer Senior editor, Ash Bennington, hosts Tony Gr...
    Daily Briefing with @"Ash Bennington" and Tony Greer Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to continue their discussion of the wild inflation trade. They first look at ExxonMobil getting the boot from the Dow Jones and how it reflects a weak energy sector and the rotation of tech upward, describing how the boom across tech subsectors is correlated to Fed policies. Tony also notes how the baton has been passed over to commodities as well as …
    Farrell Murphy 1 view 0 comments Started by Farrell Murphy Real Vision