Investors need to be mindful of geopolitical events, with concerns over Taiwan and, more notably, Ukraine spooking markets. But are the fears really justified?
Continue reading “What is Vladimir Putin really up to?”Tag: gas
natural gas
themoneynarrative oil and gas commentary (OPEC) – update #17
We haven’t written about oil and gas of late, but with the sector seeing supply constraints and high prices, we thought it opportune to publish the highlights of OPEC’s latest Monthly Oil Market Report (November 2021), released today (November 11, 2021). The report contains some very interesting economic data.
Continue reading “themoneynarrative oil and gas commentary (OPEC) – update #17”Working with Integrity in the Petroleum Industry
This article was recently published by Energyne, LLC and has appeared on LinkedIn. While the subject is not directly related to stock market investing, the article is reproduced here for themoneynarrative readers since it underscores a critical element that investors need to consider when evaluating a prospective investment: management integrity.
Continue reading “Working with Integrity in the Petroleum Industry”How hedging hurts oil prices
During the recent negotiations among OPEC and other oil-producing nations to strike an oil production cuts deal, market observers may have been confused when Mexico balked at the figure suggested to them. After all, wouldn’t Mexico benefit along with other oil-producing nations from constrained supply? Continue reading “How hedging hurts oil prices”
Oil diplomacy and politics
The cynical amongst us look to U.S. President Donald Trump’s actions to broker an international oil production cuts deal as being politically motivated in this election year. Continue reading “Oil diplomacy and politics”
Oil patch upheaval #2
While it looks like oil producing nations may conclude a production cuts agreement (scroll down to see comments below our Oil patch upheaval article published April 1, 2020), investors should consider other factors to maximize gains. Continue reading “Oil patch upheaval #2”