Grindstone Intelligence的动态

S&P 500 Energy stocks have made some impressive short-term gains recently. For example, Permian Resources PR US and Devon Energy US are up by >10.00% in 5 days. Whilst Cotera Energy CTRA, Diamond Back FAANG US, and APA Corp APA are up by more than +7.40% in that period. However, those gains didn't just come out of the blue and they were predictable if you knew what to look for. You would have known what to look for if you had read and taken note of this article, that I wrote for ActivTrades back in May 2023. https://lnkd.in/eNJ-EphF And, had studied this chart .....................

Energy stocks are showing significant promise, with ETFs like XLE and XOP standing out due to their strong technical performance, attractive low P/E ratios, and solid growth potential. As the energy sector continues to benefit from favorable market conditions, these funds present compelling opportunities for investors seeking value and upside. The outlook is further supported by relative strength in oil and gas prices, along with robust fundamentals across the industry. With valuations remaining attractive compared to historical averages, now may be an opportune time to capitalize on this momentum. Our detailed analysis dives deeper into these trends and why energy stocks could outperform in the months ahead. Explore the full insights here: [https://lnkd.in/e2syrSZw) #EnergyStocks #Investing #OilandGas

Read RBN Energy, LLC's latest blog to learn what happened during this summer’s gas market and what current trends portend for the fall and winter... https://lnkd.in/gEjqMSrD

The oil and gas market recovery is predicted to take years—longer than a snail in a marathon! This article provides valuable insights to help you navigate the slow and steady rebound of the energy sector. Staying informed is key to making savvy decisions in these turbulent times. https://lnkd.in/dBMXv65a #EnergySector #OilAndGas #MarketTrends #EconomicRecovery #EnergyInsights

Natural Gas Market Update: Cold Snap Fuels Demand Surge At 14:32 GMT, we are witnessing an uptick in Natural Gas futures, trading at $3.965, marking an increase of $0.264, or a notable 7.13%. As an investor focused on maximizing returns, understanding the driving forces behind these market shifts is crucial. #Concerns #demand #Gas #Natural #Rising #Shortage #Sparks #supply #Target #traders #Update

Summer ?? temps are hitting highs but production is holding gas prices down ?? despite high demand for power. Let's celebrate the Bearish news while we can because the Bulls ?? are always lurking in the shadows... Great time to consider a disciplined hedge strategy for your energy procurement. ?? #hedgingstrategy #energymarketnews #electricityprocurement #gasprocurement #sustainabilitygoals #theenergygirl

Global oil markets anticipate a supply deficit into early 2025, yet bearish demand sentiment influenced Q3 energy prices negatively. Despite this, midstream firms outperformed broader markets, benefiting from high energy production and constrained pipelines. Midstream equities’ defensive profile may bolster energy portfolio resilience amidst price volatility, enhancing investment attractiveness.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/eAtWaVRp

This part of the energy sector is in a long-term bullish uptrend, according to the?charts

This McKinsey report is a must read for a state-of-play breakdown US power/gas. Most interesting points here for me are the 50% yoy growth in power/gas markets, the exponential rise of extreme weather driving volatility, and new arb opportunities as the markets shift - all calibrating against the fragility of aging infrastructure that is left vulnerable to moves in weather.

Back in 2020, when most of the world was on lockdown, the demand for energy commodities disappeared almost overnight. What happened next can only be described as a crash. Then, things started to get “whacky,” as one analyst described it, and oil futures traders were becoming desperate to offload their positions. Unfortunately, by the end of 2020, energy was the worst-performing sector. The S&P 500 Energy Index was at -33.7% when all was said and done. Midstreams, a group of companies traditionally known in the oil and gas industry for steady, reliable cash flows, felt a shock that was not kind. Three of the largest midstreams in our country were all cut in half over a few weeks, including: ?? Kinder Morgan ?? Energy Transfer ?? Enterprise Products Partners During this time, many investors were pulling out and running for cover. But we saw a buying opportunity and recommended Energy Transfer as the best buying opportunity in The MLP's history. Guess what? That turned out to be spot-on. Since then, Energy Transfer has returned 177%, and even now, we are interested in midstream players. And I believe that every income-minded investor should be, too! #future #investing #business #success #motivation