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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 so...

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

Imagen
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...

OIL PRICE INTELLIGENCE REPORT

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 Investor Alert! Oilfield service giants are looking like an increasingly good investment as oil prices rebound. Read our latest Global Energy Alert investment column to get the full breakdown of what to watch... Chart of the Week -    The Texas blackouts came from a steep drop in generation from gas, coal, wind and nuclear power.  -    Natural gas typically can supply 40 GW of capacity at peak periods, but frozen gas lines, wellheads, and other damage to infrastructure led to widespread outages.  -    The mismatch between supply and demand grew to as much as 30 GW on February 15.  Market Movers -    SunPower (NASDAQ: SPWR) was downgraded by Credit Suisse to Underperform. The solar company’s stock sank by 9.6% during midday trading on Monday.  -    Electric truck maker Xos will go public with a blank-check SPAC, valued at $2 billion.  -    Mizuho Securities downgraded Sunoco (NYSE: SUN) to Neutral from Buy.  Tuesday, February 23, 2021  Oil prices were off a bit in early trading on Tues...

OIL PRICE INTELLIGENCE REPORT

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 Investor Alert! Oilfield service giants are looking like an increasingly good investment as oil prices rebound. Read our latest Global Energy Alert investment column to get the full breakdown of what to watch... Chart of the Week -    The Texas blackouts came from a steep drop in generation from gas, coal, wind and nuclear power.  -    Natural gas typically can supply 40 GW of capacity at peak periods, but frozen gas lines, wellheads, and other damage to infrastructure led to widespread outages.  -    The mismatch between supply and demand grew to as much as 30 GW on February 15.  Market Movers -    SunPower (NASDAQ: SPWR) was downgraded by Credit Suisse to Underperform. The solar company’s stock sank by 9.6% during midday trading on Monday.  -    Electric truck maker Xos will go public with a blank-check SPAC, valued at $2 billion.  -    Mizuho Securities downgraded Sunoco (NYSE: SUN) to Neutral from Buy.  Tuesday, February 23, 2021  Oil prices were off a bit in early tradi...

RETENCIONES A LA EXPORTACIÓN DE PETRÓLEO by ADN Sur

 COMODORO RIVADAVIA (ADNSUR) - Para febrero, la cotización de referencia en el país será de 56,71 dólares por barril, mientras que en enero fue de 50,90, según las fórmulas de cálculo que quedaron establecidas en el decreto 488/2020, que reactivó el “barril criollo” y reguló el gravamen sobre las ventas externas. Con el precio internacional del crudo en un ciclo positivo, lentamente se activan los mecanismos vigentes para captar parte de la renta generada por la exportación de crudo, que se intensificó desde casi todas las cuencas del país el año pasado, frente a la caída del mercado interno, pero que sigue teniendo a Chubut como principal exportadora. En ese marco, el sistema de retenciones está activo a través del decreto 488, que el año pasado restableció el “barril criollo” para fijar un piso de 45 dólares por barril, cuando la cotización internacional estaba por debajo de ese valor. Al superar los 45 dólares, pero manteniéndose por debajo de 60 dólares, la alícuota de retenciones ...

OIL & ENERGY INSIDER

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  Dear Member ,   Greetings from London. Analysts are divided over whether oil prices can continue to climb, with WTI nearing $60 and profit-taking having begun. With 2021 shaping up to be one of the most important years for the energy sector in modern history, there is no better time to become an Oilprice.com premium member. Sign up today to get breaking news, expert analysis, and trading tips. Friday, February 12th, 2021 Brent held above $61 per barrel in early trading on Friday, despite some headwinds from a slight strengthening of the dollar. Analysts are now split on whether or not the rally has gone too far or has more room to run. OPEC cuts oil demand forecast. OPEC expects oil demand to rise by 5.8 million barrels per day (bpd) this year, down by around 100,000 bpd from last month’s projection due to lockdowns in major developed economies in the first half of this year, the cartel said on Thursday. EIA: U.S. shale to grow. The EIA said that with WTI over $50, U.S. shale will re...

OIL & ENERGY INSIDER

Imagen
  Dear Member ,   Greetings from London. Analysts are divided over whether oil prices can continue to climb, with WTI nearing $60 and profit-taking having begun. With 2021 shaping up to be one of the most important years for the energy sector in modern history, there is no better time to become an Oilprice.com premium member. Sign up today to get breaking news, expert analysis, and trading tips. Friday, February 12th, 2021 Brent held above $61 per barrel in early trading on Friday, despite some headwinds from a slight strengthening of the dollar. Analysts are now split on whether or not the rally has gone too far or has more room to run. OPEC cuts oil demand forecast. OPEC expects oil demand to rise by 5.8 million barrels per day (bpd) this year, down by around 100,000 bpd from last month’s projection due to lockdowns in major developed economies in the first half of this year, the cartel said on Thursday. EIA: U.S. shale to grow. The EIA said that with WTI over $50, U.S. shale will re...

OIL PRICE INTELLIGENCE REPORT

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  Investor Alert!  Oilfield service giants are looking like an increasingly good investment as oil prices rebound.  Read our latest Global Energy Alert investment column  to get the full breakdown of what to watch... Chart of the Week -    The  EIA  sees U.S. oil production returning to 2019 levels by 2023 and then remaining between 13 and 14 mb/d through 2050. -    The agency sees Brent prices rising from an average of $42 per barrel in 2020 to as high as $73 per barrel by 2030 and $95 per barrel by 2050. -    The Permian remains the dominant source of new production in the years ahead.  Market Movers -     ExxonMobil (NYSE: XOM)  cut  production in Guyana due to a gas compressor failure.  -    A federal court  rejected  a bid from Indigenous tribes to halt the construction of  Enbridge’s (NYSE: ENB)  Line 3 pipeline. -     Ceno...