Saturday, July 5, 2025
There is a widespread belief that renewable energy sources are replacing traditional hydrocarbon energy sources. That is not the case. Here is the global crude oil demand for the last 20 years. Consumption has grown from 83.65 million barrels per day (mbpd) in 2005 to a forecast of 105.5 mbpd for 2025. The use of […]
Editor’s note: This issue was written ahead of the news that the Trump administration tariffs would be paused for 90 days for all countries except China. Crude oil prices have dropped 16% since April 1. Oil at $60 per barrel has significantly different implications compared to oil at $75. The commodity has fallen on the […]
If you only read mainstream news, you probably think that crude oil consumption is falling and that fossil fuels will soon be replaced as an energy source by renewable sources and natural gas. That assumption is far from reality. Let’s start with global crude oil consumption. A decade ago, the planet consumed 83.65 million barrels […]
My investment strategies and newsletter recommendations focus on income stocks and funds. Being able to count on the predictable nature of dividends is far better to trying to guess the direction of stock prices and counting on capital gains, which may or may not show up when needed. I also like commodities because they are […]
One of the more important aspects to understand about the market is the correlation between asset classes. A significant correlation I’m seeing right now is between crude oil and the rate of inflation or, more specifically, interest rates. The reason I’m bringing this to your attention is because people are struggling to figure out when […]
Oil is going to $50. Or it’s going to fall all the way down to $20. Or is it? If you follow oil prices at all, the last few weeks would have you believe that the world is awash in oil all over the world, demand was declining, and renewable energy was cheap and easy […]
Recently, I dug into recent financial results of several downstream crude oil refiners. I am a fan of the energy subsector, but I was surprised at how well these companies can and will perform in the current energy price environment. So surprised that I was happy to add a new refiner stock to my dividend […]
The energy sector is one that keeps rewarding its investors. For example, let’s look at the so-called “Big Three” oil services companies: Halliburton (HAL), Baker Hughes (BKR) and SLB (SLB)—formerly Schlumberger. In 2022, these firms registered their most profitable 12 months since the heyday of the U.S. shale boom, reporting an aggregate net income of […]
Oil prices likely aren’t going anywhere anytime soon. Not with all the geopolitical pieces at play. There’s 1 oil stock in particular that recently broke out of a 8 year consolidation. It’s pulled back to the support lines twice and recently pulled back this past week. I can see this stock exploding over the next […]
It’s a good time to be an investor that focuses on dividends. According to the asset management company Janus Henderson, investors enjoyed a record haul for global dividends in the third quarter. Total global payouts hit $415.9 billion in the third quarter of 2022. The seven percent rise from the same period a year ago […]
