Energy Transition in Motion (Week of Dec. 6, 2024)
Here is a look at some of this week’s renewable energy news, including a record-setting quarter for solar module capacity in the U.S.
Adkins: Saudi Cuts to Stay, EVs are Overrated and China Matters Less
Marshall Adkins, head of energy at Raymond James, isn’t buying the prevailing wisdom that weakening Chinese oil demand, EV encroachment and a potential OPEC supply increase are legitimate threats to the oil market.
E&P Highlights: Dec. 2, 2024
Here’s a roundup of the latest E&P headlines, including production updates and major offshore contracts.
New US Solar Tariffs on Southeast Asia to Raise Prices, Cut Profit Margins
A new round of U.S. solar panel import tariffs on Southeast Asian producers is expected to raise consumer prices and cut into producer profit margins.
Analysts: Trump’s Policies Could Bring LNG ‘Golden Era’ or Glut
Rystad warns that too many new LNG facilities could spell a glut for export markets.
Kissler: Wildcards That Could Impact Oil, Gas Prices in 2025
Geopolitics and weather top the list of trends that will determine the direction of oil and gas.
Trump Tariff Threat Raises Consternation Among Oil Lobbying Groups
Late Nov. 25, President-elect Donald Trump said one of his first executive orders would be to enact a 25% tariff on “all products” originating from Canada and Mexico, a move that could escalate refined products prices.
What's Affecting Oil Prices This Week? (Nov. 25, 2024)
For the upcoming week, a key resistance level for the price of Brent crude is $76. If the price of Brent crude can break above this level, Stratas Advisors could see Brent crude moving toward $80.
Energy Transition in Motion (Week of Nov. 22, 2024)
Here is a look at some of this week’s renewable energy news, including the ranking of top corporate solar users in the U.S.
Paisie: Favorable Fundamentals Will Lift 4Q Crude Prices
China, OPEC+ and the Middle East continue to feed volatility into the oil market.