Coal usage, as a source of energy, could become a thing of the past (almost) thanks to China's goal to cut net carbon emissions by 2026 by cutting coal consumption.
Key points:
Internationally, there is a strong desire and a...
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The trading range for oil (WTI - West Texas Intermediate) since 6th May 2020 is US$ 38 to 42 bbl. On Monday 23rd November 2020 the oil price broke through its recent resistance line to reach $43 bbl, this...
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On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil.
The breakeven oil price required to...
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Being a successful long-term investor in energy stocks has become exceedingly difficult the past several years and increasingly there is competition in the form of renewable energy investment. Below I give an account of the development of the oil industry...
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When Saudi Arabia tried but failed to push the US shale producers out of business in 2015/16, it only served to prove what many had suspected, that both Russia and Saudi were no longer the only kingmakers in the...
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In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth.
In part II we consider some of the implications for extractives (basic resources –...
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In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation.
When I try to reduce the whole of economics to one idea to...
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