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Oil
Discussion List
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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…
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Information from the latest IEA report is below. To me, there are still question marks around dem...Oil demand surges, market set for deficit and volatility: IEA - Kuwait Times PARIS: Oil demand surged last month as rising vaccination rates helped underpin robust economic activity, but with OPEC+ nations pumping less than needed prices are set to be volatile until it reaches a deal to raise output, the IEA warned yesterday. A meeting of OPEC+ nations earlier this month was deadlocked over plans to gradually ease production cuts, imposed to reverse the plunge in oil prices at the start of the…
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The Case for Oil Equities in BriefThe market hates not loves the U.S. oil industry. Consider this – Tesla has a greater market capitalization than several large U.S. oil producers. The market is valuing Tesla more than perhaps the entire U.S. oil industry. Chevron’s Market Cap = $197.82 Billion Exxon Mobil’s Market Cap = $254.61 Billion ConocoPhillips’s Market Cap = $79.90 Billion EOG Resources’ Market Cap = $46.62 Billion Pioneer Natural Resources’ Market Cap = $38.36 Billion Total: …
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Aussie Oil Producers Under Valued?Hi, I'm fairly new to this game so just wanted to know if I am missing something. There has been some murmers recently asking why the oil producers have not taken off but it seems to me that the Aussie oil producers currently show even better value and potential. My basis is as follows, 1 year returns: Oil up 84% Exxon up 42% XLE etf up 46% Then you have the Aussie producers STO up 34% WPL up 6 % BPT down -18% (had a small production downgrade where the market over reacted) As you can… -
Im looking for a paper or primer that speaks to the relatinships between say Oil price and Oil co...Im looking for a paper or primer that speaks to the relatinships between say Oil price and Oil companies, Gold price / Gold miners, Alluminium price / alluminium producers.
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Chevron underperformance?$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?
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Okay interesting Tom Thornton likes OXY not a fan of tech.Mr Thorton is hoping for a return to More normalcy & less pandemic so right now he said he had positions in financials and energy which he thinks will do better than the market since these stocks are still in the covid ditch. looking at my personal RDSA drama I hope he is right. But if you are going to position for a "back to normal" situation it looks like the market expects Big Beer (BUD) to profit more than Big oil (look at the jump from the covid news compared to shell)…
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Within the next 18 months, oil stocks and crude oil will:Within the next 18 months, oil stocks and crude oil will:
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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…
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My latest piece on OPEC's September oil market report:I also discussed oil with @"Ash BenningtonMy 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.