The hottest Energy markets Substack posts right now

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Cogent Analysis

Doomberg • 7086 implied HN points • 07 Feb 24
💰 Finance Economic Analysis Forecasting Energy markets
  1. Analysts focus on continuous learning and understanding, while advocates tend to rationalize or attack inconvenient facts.
  2. Economies heavily reliant on energy resources like Russia may evade recession despite sanctions due to their unique market dynamics.
  3. US economy's short-term resilience and avoidance of recession can be attributed to various energy-related factors, such as LNG export approvals.

Ancova Energy Markets Update

Ancova • 58 implied HN points • 02 Mar 23
💰 Finance Energy markets Pricing Crude Oil Natural Gas
  1. Crude oil prices are holding up despite increased U.S. storage, supported by Asian demand and high U.S. exports.
  2. U.S. O&G rig count decreased, with oil rigs taking a major hit while natural gas rigs increased slightly.
  3. Natural gas prices are rising due to colder temperatures, lower production, and increased LNG output, impacting both demand and pricing.

Despite Heat, Despite Rising Seas, Despite loss of Protected Areas, Big Oil Marches on with Production

Adetokunbo Sees • 9 HN points • 09 Dec 23
🌞 Climate & Environment Energy markets Climate tech Global impact
  1. Big oil companies are continuing with oil production despite climate change risks and calls to end fossil fuel usage.
  2. Oil giants like Shell, ExxonMobil, and Chevron are pushing ahead with new projects and investments, expanding production.
  3. Active and proposed oil and gas extraction facilities within protected areas are threatening the environment and worsening climate change effects.

Ancova Energy Markets Update

Ancova • 19 implied HN points • 06 Apr 23
💰 Finance Energy markets Crude Oil Natural Gas
  1. The crude oil market has seen a sharp rebound due to OPEC+ cuts and increased demand, keeping prices above $80/bbl.
  2. The U.S rig count rose by nine, with Permian seeing a slight drop, indicating stability in oil-heavy basins.
  3. Natural gas futures stayed above $2 with weather impacts and reduced demand, while the EIA reported a slight decrease in storage levels.
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