US crude plunges 2.9%, settling at $63.30, after Trump says he told OPEC to tame fuel costs

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Description: Oil prices tumbled as much as 4% on Friday, extending early losses after President Donald Trump said he told OPEC to take action to temper fuel costs. Source: CNBC.com – video report Date: Apr 26, 2019 Link: https://www.cnbc.com/2019/04/26/oil-market-opec-output-rises-us-sanctions-on-iranian-oil-in-focus.html Questions for discussion: Why did oil prices pull back, according to the report? Explain oil prices and their effect… Read more »

7 key reasons the ‘bottom is falling out’ of oil prices on Black Friday

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Description: WTI falls by 7.7% to settle Friday trade at its lowest since Oct. 9, 2017 Source: MarketWatch.com Date: Nov 23, 2018 Link: https://www.marketwatch.com/story/6-key-reasons-the-bottom-is-falling-out-of-oil-prices-on-black-friday-2018-11-23 Questions for discussion: Do you agree with the assessment and the reasons given in this report? What should investors do?

‘Dr. Copper’ signalling ailments in global economy, says pro

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Description: Jeffrey Sherman, DoubleLine Capital deputy chief investment officer, discusses how contagion from Turkey’s financial crisis and trade tensions are impacting commodities. ‘Dr. Copper’ signalling ailments in global economy, says pro from CNBC. Source: CNBC.com – video report Date: Aug 15, 2018 Link: https://www.cnbc.com/video/2018/08/16/copper-ailments-global-economy-pro.html Questions for discussion: Why would copper and other commodities signal global… Read more »

The world risks a full-blown oil shock within months

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Description: The world risks a full-blown oil shock within months as three geostrategic crises come to the boil and Saudi Arabia hints at US$100 crude, setting off a speculative scramble by commodity hedge funds. Source: FinancialPost.com Date: Apr 25, 2018 Link: http://business.financialpost.com/commodities/energy/oil-shock Questions for discussion: According to the article, why are oil prices likely to… Read more »

Oil Resurrection Sets Stage for Another OPEC-Shale Clash in 2018

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Description: Oil continued its revival from the biggest crash in a generation, with prices set for a second annual gain after a year marked by hurricanes, Middle East conflict and the tussle between OPEC and U.S. shale. Source: Bloomberg.com – video report Date: Dec 29, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-29/oil-resurrection-sets-stage-for-another-opec-shale-clash-in-2018 Questions for discussion: What does the report… Read more »

All That New Shale Oil May Not Be Enough as Big Discoveries Drop

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Description: Three years after causing an oil-price crash, the shale boom may not be enough to meet rising global demand because the industry has cut back so sharply on higher-risk mega-projects. Source: Bloomberg.com Date: Dec 28, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-27/all-that-new-shale-oil-may-not-be-enough-as-big-discoveries-drop Questions for discussion: Summarize the conditions in this industry and the predictions made? How should investors… Read more »

Vietnam Coffee Trade Slows as Buyers Bet on Bigger Discounts

Posted by & filed under Governments & Regulators, Growth & Valuation.

Description: Coffee trading is slowing in Vietnam, the top robusta producer, on expectations that a larger harvest and changes to the London futures contract next year will give buyers bigger discounts. Source: Bloomberg.com Date: Dec 15, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-15/vietnam-s-coffee-trade-slows-as-buyers-bet-on-bigger-discounts Questions for discussion: Explain the recent price changes and activities in this commodity? How are traders… Read more »

Keystone Clients Are Ready to Fill It With Oil, If Nebraska Allows

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Description: TransCanada Corp. gave its strongest signal yet that it has enough demand from producers to fill the long-delayed Keystone XL pipeline with oil. Now the ball is in Nebraska’s court. Source: Bloomberg.com Date: Nov 10, 2017 Link: https://www.bloomberg.com/news/articles/2017-11-09/transcanada-profit-meets-estimates-as-keystone-xl-decision-looms Questions for discussion: What should investors consider in order to fairly evaluate the firm’s stock and future… Read more »

Too much oil supply in the markets: Part One

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Description: BNN commentator Andrew McCreath speaks with Johannes Benigni of JBC Energy, who explains why he thinks there’s still too much oil on the market. Source: BNN.ca – video report Date: May 10, 2017 Link: http://www.bnn.ca/video/too-much-oil-supply-in-the-markets-part-one~1129206 Questions for discussion: Summarize the highlights presented in this report. Do you agree with the assessments? What would you… Read more »

Inside China’s Biggest-ever Foreign Corporate Acquisition

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Description: Food security is behind ChemChina’s $43 billion takeover of Syngenta. Source: Fortune.com – video report Date: April 21, 2017 Link: http://for.tn/2pWStmR Questions for discussion: How is this acquisition different from other M&A deals that have taken place in this industry? How do you think Chinese government ownership will influence the firm and the industry… Read more »