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

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

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?

It’s All Good for Canada as Oil Rally Points to More Stock Gains

Posted by & filed under Company Analysis, Economic Analysis.

Description: Canada’s getting its mojo back. Prospects for the country turned a corner this week as OPEC put a floor under oil prices, Prime Minister Justin Trudeau approved two oil pipeline projects and economic data surprised to the upside, offering relief after two years of lackluster growth on crude’s rout. Source: Bloomberg.com Date: Dec 01,… Read more »