As investors try to make sense of what a #Trump presidency will mean for their portfolios, Smead Capital Management CEO Cole Smead shares his outlook for the energy markets with CNBC's Natasha Turak. “Drill baby, drill is going to run into the energy vigilantes,” he said. Check out the article here: https://hubs.ly/Q02XBXBd0? #DrillBabyDrill #OilAndGas #FearStockMarketFailure
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Cartesian Capital (PTY) Ltd Investment Analyst Antonio Senatore told Jacaranda FM News Business Minute that US sanctions on Russia's oil sector could be game-changing. New measures announced Friday could hit Russia's petroleum exports harder than previous Western efforts. Listen to the full story here: https://iono.fm/e/1517392
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Americans can meet all LNG needs of Europe but at $￠20+/Mmbtu, whereas Russian piped gas used to cost Europe $ 5-6/Mmbtu.
As Donald Trump will soon return to the White House, the????EU is debating which strategy could avoid a Trade War with the????US. Energy, and in particular LNG imports, are perceived as an instrument to defuse tensions. The European Commission's President Ursula von der Leyen and the President of the European Central Bank, Christine Lagarde, have recently expressed themselves in favour of purchasing more LNG from the US to avoid the worst consequences of a Transatlantic Trade War. Is the EU really ready to welcome more US LNG? Could that work? Read my analysis on EklipX Research here??https://lnkd.in/dfDYqQEj
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Two sanctioned Russian oligarchs just bought 15% of the UK’s largest oil producer. Back in 2022, these same oligarchs were deemed too dodgy to own 4,000 broadband connections in the East Midlands. They’re sanctioned by the US for their role coordinating the Russian economy’s response to sanctions. They’re allegedly close to Putin. Now they have a big chunk of an important UK company. The deal come after intense lobbying of MPs last year by Harbour, who assured their investors they were confident of approval because of their close ties to government. We know oil companies like Harbour have no ethics and don’t care who their shareholders are. But why did the UK government approve the deal? Whose interest is served? https://lnkd.in/eE2GDnzE
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As Donald Trump will soon return to the White House, the????EU is debating which strategy could avoid a Trade War with the????US. Energy, and in particular LNG imports, are perceived as an instrument to defuse tensions. The European Commission's President Ursula von der Leyen and the President of the European Central Bank, Christine Lagarde, have recently expressed themselves in favour of purchasing more LNG from the US to avoid the worst consequences of a Transatlantic Trade War. Is the EU really ready to welcome more US LNG? Could that work? Read my analysis on EklipX Research here??https://lnkd.in/dfDYqQEj
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????? Oil Prices Surge $1/barrel Amid Fresh US Sanctions on Russia Oil prices jumped by more than $1/barrel on Monday following new US sanctions targeting Russia’s energy sector. The move has intensified concerns over supply disruptions, driving volatility in the global energy markets. The latest sanctions underline escalating geopolitical tensions and their growing impact on key commodities like oil and LNG. As the market reacts, the spotlight remains on how energy flows will shift and what this means for industries reliant on stable supplies. ?? Read the full ICIS update: ICIS Insight ?? What ripple effects do you foresee for the energy and downstream sectors? Let’s discuss! #ICIS #Oil #Sanctions #Russia #EnergyMarkets #LNG
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Jay Stevens, our Director of Market Analytics, shared details with Reuters about the record trading activity on Jan. 10, as producers capitalized on higher volatility. More updates on crude oil and US sanctions: https://lnkd.in/gfpQQFDa Article by: Georgina McCartney #marketupdate #wti #crude #crudeoil #oil #oott #opec #geopoliticalrisk #middleeast #oilandgas #midstream #energymarketing #energyindustry #commoditymarkets #riskmanagement #oilandgasindustry #hedging #volatility
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?? Communications Strategist | ?? Energy Storyteller | ?? ESG & Stakeholder Engagement Pro | Partner for Clean Energy Progress ????
?? Key Takeaway from the Report Enverus document highlights how a second Trump administration could reshape the oil and gas industry. #The_main_message: More U.S. production, deregulation, and a focus on energy independence could shift global trade. But at the same time, trade tensions and geopolitical risks might bring market volatility and disrupt supply chains. For the MENA region, this means preparing for both challenges and opportunities in a rapidly evolving landscape. #From_my_perspective I foresee oil prices will see a partial increase as global demand continues to rise due to factors like economic recovery and geopolitical issues. Despite some market stabilizing efforts, the demand will likely push prices higher in the near term. ?????? #OilAndGas #EnergyInsights #MENA #StayPrepared
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Prime Minister Mostafa Madbouly has directed the government to launch more digital exploration tenders in different oil concessions and enhance the competitiveness of financial systems to be more attractive to international companies. Read more > https://lnkd.in/dn_xGD6a #ArabFinance #Egypt #Economy #News
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Join us in our next webinar: Is sanctioning tankers a game changer for Iran & Russia’s oil flows? ?? Wednesday 16 October 2024 ? 13:00 - 14:00 BST ?? Online Led by Vortexa’s Senior Oil Risk Analyst Armen Azizian and Freight Analyst Mary Melton, and moderated by Malcolm Moore, Energy Editor at the FT, this webinar will cover topics including: -Crude export levels for Iran, Russia and Venezuela -STS activity and tankers switching between these markets -How has the fleet carrying sanctioned crude evolved? -Different forms of sanctions and their impact on Iranian and Russian oil flows -What’s been the impact of sanctioning tankers on crude fleet behaviour? To register your spot, sign up here - bit.ly/3XKDijo We look forward to your participation! #Vortexa #VortexaInsights #energymarkets
