Until the government enacts a wartime clause found in the Jones act; get ready for inflation, a recession, and the need for portfolio protection.
It's no good brag, but it's good to state facts. The fact is: I called it several months ago that investors reaction to high inflation and the looming recession would bring them back to the highest performing sector in the U.S. investing markets... Energy.
There is no “normal” in the markets. This panel discussion focused on getting to carbon-neutral while still providing the lowest cost KWH to consumers.
When my Grandad and Dad were at the dinner table, we would talk about oil prices with supply, demand, drilling tech and how good the roast was. Well now the dinner table is on the move with sporting events, travel, running here, running there, and trying to run a business. Dinner has shifted from family discussions to meals on wheels, and the family discussions all take place via text.
The earnings for Exxon (XOM) and Chevron (CVX) were yet another verification of what the future holds for investors and their portfolios. The stage for the market turmoil we are facing on the markets today started years ago when the world started printing money for flawed energy policies.
Is this a “Supercycle”? Well, I do know, but what we do know is that we are in the 4th commodities boom in human history. As I have talked about, the wealth generated by commodities is the only way to survive against inflation and higher taxes. This commodities boom will be longer and more widespread due to the total breakdown of the world’s supply chain and societies' interdependence on energy. As we can see again today that countries will go to war over energy and food supplies. The next few years will be very interesting to see how the world's leaders look to solve these issues.
The effects of dark oil energy investments could prove disastrous for investors in government-backed green energy funds.
This was the by-line in the Bloomberg article “Europe Faces Bleak Winter Energy Crisis Years in the Making” posted September 18, 2021. How did Europe get to the power crisis that “Just” appeared?
It seems the number of online customers is on the rise, therefore shipping is proving to be a growing concern for retailers.
If you were to ask leading U.S. climate and energy policy experts which of the United States’ existing emissions requirements should be most stringent,
Iran has successfully improved its relationship with China over the past several years.
The world’s two leading oil price benchmarks are omitting some important considerations
The International Energy Agency’s (IEA) sustainable energy roadmap shows the difficulty that lies ahead in transforming global energy systems towards net-zero emissions
One way to shut down the oil and gas industry is to make it impossible to buy insurance.
Natural gas has become more important to Europe and the United States in several ways
It has been a shift in commodity matrices like never before, where supply and demand are still critical, but not the only factors.
So, are you a believer yet? The King Operating Research team has data showing several key points about the energy crisis we are in today.
Have you ever played dominos with your family, or were you the one stealing the entire set to build domino trails? Orderly falling comes to mind.
This week in the markets is more than entertainment, it is fun watching people put their money where they think commodities are moving.