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Mostrando las entradas de marzo, 2021

PETRÓLEO Y DIAMANTES

  Black Cube y un caso de 'Lawfare' verdadero entre petróleo y diamantes En Londres ha explotado el caso 'Luanda Leaks' y puede impactar en el Consorcio Internacional de Periodistas de Investigación (ICIJ) que publicó un informe detallado ahora acusado de parte de inteligencia Esta nota podría escribirla mucho mejor  Jorge Asis , porque él  conoce/conoció a personajes -algunos ya no están- muy sensibles en el poder de  Angola y Portugal . Pero el esfuerzo vale la pena porque es una noticia muy interesante para leerla desde la  Argentina 2021  acerca de  cómo se hace una acusación de 'Lawfare'. Isabel dos Santos  es una mujer muy especial. Nació hace 47 años en Bakú, Azerbaiyán, por entonces parte de la hoy ex URSS. Hija de  Tatyana Sergeevna Kukanova y José Eduardo dos Santos . Ambos coincidieron en estudiar Ingeniería de Petróleo y Química en la universidad local. Dos Santos también estudió  Comunicaciones por Radar. El matrimonio no sobrevivió mucho tiempo y J

OIL PRICE INTELLIGENCE REPORT

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In today’s newsletter, we will take a quick look at some of the critical figures and data in the energy markets this week.  We will then look at some of the key market movers early this week before providing you with the latest analysis of the top news events taking place in the global energy complex over the past few days. We hope you enjoy. Investor Alert! As oil markets finally recover, which of the top-tier shale drillers are a buy? Read our latest Global Energy Alert investment column to get the full breakdown of which stocks to watch. Chart of the Week -    In the EIA’s Reference Case as part of its Annual Energy Outlook, U.S. LNG exports grow through the 2020s, reaching 13.7 Bcf/d after 2030. -    But the range of scenarios is large – with capacity stalling out at 8 Bcf/d at the low end, or surging to more than 27 Bcf/d in a more bullish scenario.  -    The scenarios are heavily dependent on both crude oil and natural gas price outlooks.  Market Movers •    ConocoPhillips (NYSE:

OIL PRICE INTELLIGENCE REPORT

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In today’s newsletter, we will take a quick look at some of the critical figures and data in the energy markets this week.  We will then look at some of the key market movers early this week before providing you with the latest analysis of the top news events taking place in the global energy complex over the past few days. We hope you enjoy. Investor Alert! As oil markets finally recover, which of the top-tier shale drillers are a buy? Read our latest Global Energy Alert investment column to get the full breakdown of which stocks to watch. Chart of the Week -    In the EIA’s Reference Case as part of its Annual Energy Outlook, U.S. LNG exports grow through the 2020s, reaching 13.7 Bcf/d after 2030. -    But the range of scenarios is large – with capacity stalling out at 8 Bcf/d at the low end, or surging to more than 27 Bcf/d in a more bullish scenario.  -    The scenarios are heavily dependent on both crude oil and natural gas price outlooks.  Market Movers •    ConocoPhillip

OIL & ENERGY INSIDER

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 The recent aggressive oil price rally appears to have officially come to an end, with WTI having lost more than $7 in one week. Prices began to bounce back on Friday morning. In this week's Global Energy Alert, our trading team delves into how an inflationary environment will impact oil stocks. Sign up today to get breaking news, expert analysis, and trading tips. Friday, March 19th, 2021 Crude oil plunged by more than 7% on Thursday, the worst single-day loss since April 2020, and is set to close out the week down by the most since October. The decline is the result of a combination of bearish factors – profit-taking by overly long speculators, a stronger dollar, and diminished hopes surrounding vaccinations in Europe. “There have been some bearish headlines over the last two weeks,” Helge Andre Martinsen, senior oil analyst at DNB Bank ASA, told Bloomberg. “But it’s surprising that it happened in just one day.” Vaccine hiccups could prevent 1 mb/d of oil demand. According to

OIL & ENERGY INSIDER

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  Brent Back Above $69 As Bullish Sentiment Holds   Dear Member ,   Greetings from London. Despite a strong U.S. dollar, there is an unmistakably bullish sentiment in oil markets as demand comes back online and the vaccine rollout continues. In this week's Global Energy Alert, our trading team delves into how an inflationary environment will impact oil stocks. Sign up today to get breaking news, expert analysis, and trading tips. Friday, March 12th, 2021 Oil prices regained lost ground towards the end of the week, as tight supplies are forcing a global drain in inventories. “Overall, we are bullish on oil demand continuing its upward trajectory in tandem with vaccine programs and the resumption of economic activities,” Bjornar Tonhaugen of Rystad Energy said in a statement.  OPEC downgrades demand forecast. OPEC cut its demand forecast for the next two quarters, with second-quarter demand down 690,000 bpd compared to a prior forecast. “Ongoing lockdown measures, voluntary social di

OIL & ENERGY INSIDER

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  Brent Back Above $69 As Bullish Sentiment Holds   Dear Member ,   Greetings from London. Despite a strong U.S. dollar, there is an unmistakably bullish sentiment in oil markets as demand comes back online and the vaccine rollout continues. In this week's Global Energy Alert, our trading team delves into how an inflationary environment will impact oil stocks. Sign up today to get breaking news, expert analysis, and trading tips. Friday, March 12th, 2021 Oil prices regained lost ground towards the end of the week, as tight supplies are forcing a global drain in inventories. “Overall, we are bullish on oil demand continuing its upward trajectory in tandem with vaccine programs and the resumption of economic activities,” Bjornar Tonhaugen of Rystad Energy said in a statement.  OPEC downgrades demand forecast. OPEC cut its demand forecast for the next two quarters, with second-quarter demand down 690,000 bpd compared to a prior forecast. “Ongoing lockdown measures, voluntary social di