What is Vladimir Putin really up to?

Investors need to be mindful of geopolitical events, with concerns over Taiwan and, more notably, Ukraine spooking markets. But are the fears really justified?

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.

The political quicksands of energy policy

Energy policy goals, particularly where linked to reduction of carbon emissions, often clash in the short term with consumer demand realities. That is happening right now in the U.S.

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.

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?

Oil history in the making

The front-month (May) WTI oil futures contract today (April 20, 2020) achieved a number of milestones, plunging in inflation-adjusted terms to the lowest price in history, at US$1.01 (and the day isn’t over yet).