The world risks a full-blown oil shock within months

Posted by & filed under Economic Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

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

Posted by & filed under Economic Analysis, Governments & Regulators, Personal Finance.

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 »

Why Lower Oil Could Drive Gold Higher

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Description: With crude back on the move again, the stalled gold-to-crude ratio may be poised to resume the upward trend. Bloomberg Intelligence’s Mike McGlone has more on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 20, 2017 Link: https://www.bloomberg.com/news/videos/2017-03-20/why-lower-oil-could-drive-gold-higher-video Questions for Discussions: Explain the relationship between oil and gold, according to the… Read more »

Lithium is the latest hot metal commodity, but investor fever could be cooling

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Description: Lithium, the lightest metal on earth, has become such a heavyweight in commodities markets that it is increasingly being mentioned in the same sentence as rare earths or vanadium. It’s not a compliment. Source: FinancialPost.com Date: Mar 17, 2017 Link: http://business.financialpost.com/news/mining/lithium-is-the-latest-hot-metal-commodity-but-investor-fever-could-be-cooling Questions for discussion: What does the report say to investors about the future… Read more »

Why U.S. shale producers are the biggest winner from OPEC’s oil deal

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation.

Description: ‘Oil prices are truly on course for a recovery’: analyst Source: MarketWatch.com Date: Dec 05, 2016 Link: http://www.marketwatch.com/story/why-us-shale-producers-are-the-biggest-winner-from-opecs-oil-deal-2016-12-05 Questions for discussion: What are the arguments presented in the report? Do you agree?