Energy

Here we focus on stocks and trends in the Energy sector. Topics include oil & gas, coal, uranium and alternatives.

INK Videos May 13, 2022
Insider bets on Pine Cliff Energy start to pay dividends INK preview 13 May 2022
We end our voyage in search of dividend payers in the oil patch where a junior natural gas producer has just launched a monthly payout.
Real Vision Apr 07, 2022
Markets React to Crude Chess Games
WTI gave back early gains today, as member-states of the International Energy Agency agreed to release 60 million barrels of oil from storage in a follow-up move to President Joe Biden’s plan to tap the Strategic Petroleum Reserve for 180 million barrels. There are also questions about whether eurozone authorities will be able to keep Russian oil off the market. Chinese officials provided more rhetorical support for stepping up monetary stimulus for the economy to boost consumption at an “appropriate time,” acknowledging that domestic and global risks are now more significant than previously forecast. Minutes from the March meeting of the Federal Open Market Committee show the U.S. central bank plans to begin to run off its $9 trillion balance sheet at a $1 trillion per year annualized pace beginning in May. And St. Louis Fed President James Bullard said today he’d like to see a 3.5% fed funds rate by the second half of 2022 and favors a 50-basis-point hike at the FOMC’s meeting next month. Darius Dale, founder and CEO of 42 Macro, joins Real Vision’s Ash Bennington for today’s Daily Briefing to discuss crude oil prices, Chinese monetary policy, and the Fed’s new hawkishness. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3JkKDM6
Real Vision Mar 31, 2022
Will Crude Oil Constraints Continue To Drive Inflation?
President Joe Biden announced a plan to release from the U.S. Strategic Petroleum Reserve 1 million barrels of oil per day for the next six months as part of the federal government’s effort to fight inflation. Releasing 180 million barrels from the SPR is an unprecedented step. But it’s unclear whether it will have a meaningful impact on oil prices. Earlier Thursday, OPEC+ ratified a 432,000 barrel per day production increase as of May, but that increase is in line with the cartel’s plan; it is not responding to oil consumers’ calls for significant output boosts. Oil investors everywhere seem to be holding the line for only gradual production increases, despite the ongoing crisis in Eastern Europe. Bart Melek, Global Head of Commodity Markets Strategy at TD Securities, joins Real Vision’s Ash Bennington to discuss the global crude oil market, current constraints on production and supply, and inflation. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3IV7RbE
INK Videos Mar 31, 2022
Manipulations for the nations INK preview 31 March 22
We have released our March Top Mining & Crypto where we note both gold stocks and bitcoin are performing well since the start of the Russia-Ukraine war. We also introduce a Nevada junior that made the list and has launched a maiden drilling campaign in the hunt for a Carlin deposit.
INK Videos Mar 17, 2022
Kelt shines as production grows and methane emissions intensity falls INK daily preview for 18 March 2022
We warned about a short squeeze at Kelt Exploration (KEL) last summer. The stock has since advanced almost 80%. Meanwhile, the company has been boosting production while surpassing a key ESG target.
Real Vision Dec 07, 2021
Navigating Omicron: Will the Market Comeback Last?
Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more mutations. Bitcoin has recovered and is risk-on. Tony Greer joins us for another TG Tuesday to discuss stocks, oil, Bitcoin, and how to navigate Powell and the taper. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pEs4el
Real Vision Dec 07, 2021
Oil Hike and Omicron Fears are Worrying Investors
Taper tantrums, scary headlines, Omicron fears, and cold winters are making consumers very nervous. Michael Kao and Warren Pies agree that oil prices are going much higher. Nothing goes up in a straight line, but fundamentals support a rise in the price of oil, says Kao. Pies argues that if the Omicron variant turns out to be more deadly and more transmissible than expected, the world is in for a much bigger mess that will impact oil and other risk assets. Kao and Pies analyze the significance of the U.S. decision to release oil from the Strategic Petroleum Reserve in an effort to lower prices, likening it to “spitting in the Ocean.” Pies suggests that bad policies are being implemented at the government level and by officials who think the oil and gas era is over. "If politics and optics are going to drive policy that is a scary place to be,” says Pies. What is the role of OPEC+ in this? Will other countries follow the U.S. decision to release reserves, or will they back out? These important questions are answered by Kao and Pies for investors who decide to bet on oil. Recorded on November 30, 2021.
Real Vision Dec 06, 2021
Betting on Oil: "Next $15 Price Target Is a Move Higher"
After nailing previous calls on oil price action, Tracy Shuchart returns to share why another oil bull run is just around the corner. Now, with fears of the Omicron Variant, an unstable U.S. Energy Policy, and price inflation upon us, Hedge Fund Telemetry's Shuchart shares with Tony Greer of TG Macro why the bull case for oil in 2022 is more than probable. Although the government’s recent oil reserve releases were a step to quell the massive energy demand for oil, the U.S. is now relying on other countries for production, weakening their own power in the energy market. Recorded on November 30, 2021.
INK Videos Nov 29, 2021
Crew charts a course in BC
With oil & gas shares taking it on the chin on Friday, it is a good time to revisit the Energy sector and our best-performing morning report stock year-to-date, Crew Energy (CR).
INK Videos Nov 11, 2021
The oil patch offers growth investors opportunity
We end the week in the Energy sector's traditional exploration & production space to revisit star performer Enerplus (ERF).
INK Videos Nov 11, 2021
Insider buys as Frontier Lithium stock charges to new highs
After investors recover from the Wednesday US inflation scare, we expect green energy opportunities to be back in the spotlight. With that in mind, today we look at one INK's highest-ranked lithium stocks. If you are not already a member, join us today as we let the insiders guide us to opportunity.
INK Videos Nov 10, 2021
Fission Uranium insider holdings rise as feasibility work progresses
TINA to nuclear? If so, junior miners like Fission Uranium (FCU) could benefit.