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7Detailed oil price analysis 🛢️⛽️
Oil demand
China, Europe & USA
Slowing momentum
Peak in fuel demand
Rising production capacities
Impending oversupply
OPEC+
#FinX
#Aktien
#Öl
#Benzin
$SHEL (-0.18%)
$GB00B03MM408
$RDS.A
$BP. (+1.21%)
$XOM (-0.37%)
$CVX (+0.78%)
$SLB (-1.27%)
$OXY (-0.5%)
$APA (+1.38%)
$TTE (+1.28%)
$ENI (+1.64%)
$GAZP
02.10.2024
Middle East escalation drives oil and armaments, airlines weak + Boeing considers billion-euro capital increase
Oil stocks benefited from the news of a possible conflagration in the oil-rich Middle East, as this is associated with the risk of a shortage of the raw material. Chevron $CVX (+0.78%) , Exxonmobil $XOM (-0.37%) and ConocoPhillips $COP (+0.45%) gained up to 2.4 percent in New York. In Europe Totalenergies $TTE (+1.28%) and Eni $ENI (+1.64%) rose by up to 1.4 percent. In times of war, it is also not unusual for arms manufacturers to see share price gains. In the USA, for example Lockheed Martin $LMT (-3.02%) and RTX $RTX (-3.37%) recorded gains of around 2.7 percent in some cases, while in Europe Rheinmetall $RHM (-0.23%) was particularly popular in Europe, with a rise of more than 5 percent. BAE Systems $BA. (-2.66%) were 3 percent higher.
The situation was different for shares in tourism groups and airlines. For the latter, the risks of higher kerosene prices are increasing. Some travel destinations may also be canceled for the time being and the risk of terrorist attacks is increasing. Investors in Tui $TUI1 (+1.09%) saw their share price fall by 2.5 percent. For the share price of Lufthansa $LHA (+0.84%) fell by more than 2 percent. IAG $IAG (+1.86%) lost 3.9 percent. Shares in US airlines such as American, Delta and United Airlines fell by up to 2.4 percent.
The US aircraft manufacturer Boeing $BA (-0.09%) is considering a capital increase in the double-digit billion range in its ongoing crisis, according to insiders. The company is considering issuing new shares worth at least 10 billion US dollars (just under 9 billion euros), the Bloomberg news agency reported on Tuesday, citing people familiar with the matter. The fresh money from shareholders is intended to fill the manufacturer's coffers, which are becoming ever emptier as a result of years of ongoing crisis with flight bans and production restrictions as well as the recent strike by tens of thousands of employees. A Boeing spokesperson declined to comment. According to insiders, it is likely to be at least a month before Boeing gets serious about such a capital increase
Economic data, quarterly figures
Stock market holiday in China
ex-dividend of individual stocks
Cisco Systems USD 0.40
Quarterly figures / company dates Europe
07:00 Grenke new business 3Q
09:00 Gea Group Capital Markets Day
No time specified: Totalenergies Investor Day - 2024 Strategy & Outlook
Economic data
Stock analysis/Share presentation ⬇️
Today we are talking about the company Eni: $ENI (+1.64%)
What is and does Eni anyway: 🤔
Eni is an Italian company specialized in the exploration, production and marketing of oil and gas. It operates in over 70 countries and employs thousands of people worldwide. Eni is also invested in renewable energies such as solar energy and wind energy. The company aims to develop sustainable and environmentally friendly energy solutions.
How many employees does the company have: 🙋🏽♂️🙋🏻♀️
Eni currently employs a total of around 32,000 people.
Market capitalization: 🏦
Currently, Eni has a market capitalization of around 51.56 billion euros.
Dividend yield: 💰
The company currently pays its shareholders a dividend of 4.5%. The dividend is paid to shareholders in March, May, September, November.
Strengths of the share: 📈
Some strengths of Eni are:
Weaknesses of the share: 📉
Some weaknesses of Eni are:
A little more about the business model: ⬇️
Eni has a diverse and robust business model based on the entire energy industry value chain. The company operates in several areas, including exploration and production, refining and marketing, and renewable energy. In exploration and production, Eni is active in the exploration and production of oil and gas. The company has a strong presence in many oil and gas fields worldwide and has extensive experience and expertise in exploration and production of commodities. Eni continuously invests in the development of new technologies and methods to improve the efficiency and sustainability of oil and gas production. In Refining and Marketing, Eni processes the oil and gas it produces and markets the products derived from it, such as gasoline, diesel, fuel oil and petrochemicals. The company operates refineries in various countries and has an extensive distribution network to sell its products worldwide. Eni places great emphasis on quality and sustainability in its refining and marketing departments and is continuously working to optimize its production processes and find more environmentally friendly solutions. In addition, Eni has increased its investments in renewable energy in recent years. The company is active in solar energy, wind energy and bioenergy and is striving to further increase its share of renewable energy. Eni has already implemented various renewable energy projects and is continuously working to develop new technologies and solutions to promote the use of renewable energy. Eni also has a strong presence in research and development. The company invests in innovative technologies and solutions to improve energy efficiency.
A little more about the industry:
Eni is a leading company in the energy sector. They are active in the exploration, production and marketing of oil and natural gas. A also has a strong commitment to renewable energy such as solar and wind power. They invest in innovative technologies to advance sustainable energy solutions. Ein operates oil fields and refineries worldwide, and they are also active in petrochemicals. Through their service stations, they also offer a wide range of fuels and services to their customers. Overall, eni is a diverse company that plays an important role in the energy industry.
When and where was Eni founded:
Eni was founded in Italy in 1953 and has undergone an impressive evolution since then. The company began as a state-owned company managing Italy's oil and gas resources. Over the years, Eni has evolved into a global energy company operating in several areas, including exploration and production, refining and marketing, and renewable energy. Eni has a strong presence in many countries worldwide and is known for its expertise and innovation in the energy industry. The company is committed to sustainability and environmental sustainability and invests in the development of new technologies and solutions to improve energy efficiency and promote renewable energy.
Eni's goal: 🏁
Eni's goal is to create a sustainable and responsible energy future. The company strives to drive the energy transition and support the transition to cleaner and renewable energy sources. eni invests in innovative technologies and solutions to reduce CO2 emissions and minimize environmental impact. The company is also committed to social responsibility and works to make a positive impact on the communities in which it operates. eni strives to provide a sustainable and long-term energy supply while respecting the needs of people and the planet.
Your opinion 🤔🧐
Now I would like to hear your opinion in the comments about this stock.
What do you think of Eni and did you already know this company?
Do you guys maybe already have this stock in your portfolio?
Feel free to let me know in the comments.
Of course, this is not an investment advice but just my own opinion that I would like to share with you.
Servus together,
For a long time now, people have been talking about the energy turnaround and that it will come. But from an investor perspective, does it make sense to invest in or invest heavily in stocks that represent the transition? What is your opinion?
I would take the opposite position and say that renewable energy and the transition to it are still a long way off and the investment is very speculative. Investors are therefore better served with companies from the oil and gas industry. Just recently, the IEA reported that global oil consumption has reached a new oil consumption has reached a new high (1), although 2019 was supposed to be a turnaround - meanwhile, there are studies that speak of 2026 or 2035 as the new peak (2) & (3). Furthermore, the strategic oil reserves of the USA are at a historic low and will (presumably) need to be replenished after the U.S. presidential election (4) - consequently, there is no need to subsidize oil prices in one of the largest economies. Further aggravating the current situation are the OPEC+ countries countries, which have recognized that oil is a limited resource and that it is more lucrative to keep to keep production low and the price high (5). (5). Furthermore, the Handelsblatt, for example, states that in the future we will be faced with an excess demand for oil in the future (5):
"In a study, the U.S. investment bank Goldman Sachs calculates that the world will have to get by with ten million barrels of oil less per day by 2025 because the industry has not invested enough since 2014. The amount mentioned corresponds to the daily production of the world's second largest oil producer, Saudi Arabia."
I also think that our friend Buffett has already recognized these challenges in 2019. At that time, Buffet invested an additional USD 10 billion in $OXY (-0.5%)so that the company could emerge victorious from the bidding process against $CVX (+0.78%) for an oil field and thus secure strategic reserves. Little info on the side: Oil and gas producers now account for more than 10% of Buffet's stock portfolio. (6).
My thesis: Oil prices will continue to stabilize initially and later rise disproportionately as production declines. Consequently, oil giants will evolve into companies with higher margins than today (7). On the other hand, companies that are too committed to the energy transition will face declining margins and strong competition (8).
I look forward to your opinions and a good exchange!
Greetings
JRow
My favorites remain:
(1) https://www.iea.org/reports/oil-market-report-july-2023#
(2) https://www.iea.org/news/growth-in-global-oil-demand-is-set-to-slow-significantly-by-2028#
(3) https://www.sec.gov/comments/s7-10-22/s71022-20129438-295567.pdf
(4) https://www.eia.gov/todayinenergy/detail.php?id=54359
How your oven can help solve the world's waste problem.
Waste-to-Energy - Get rid of the garbage!
Hello dear community,
Have you never wondered if waste can be made usable? The topic "Waste-to-Energy" is less common within Germany and yet hard discussed, but worldwide of overwhelming importance. But why? In Germany, we have a largely solid and progressive circular economy, which will and must experience a rapid upswing in the future, also within the EU and the USA. Nevertheless, the total amount of waste worldwide will continue to increase.
And what role might your oven play in this?
I'm trying to bring it closer technologically.
If you have a modern oven, you usually don't have to clean it manually. It has a special program, the pyrolysis function. Roughly speaking, your oven is heated to such a high temperature (~500 degrees Celsius) that food residues and grease splashes are "burned" to ash. Chemically speaking, the organic compounds (your scraps), in the absence of oxygen, decompose uncontrollably. Your ash is a mixture of organic residual products.
If this technical process is now applied to biomass, for example, it is possible to produce fuels and chemicals from waste.
Exactly this procedure one tries to make world-wide in modified driving usable. The plan is to produce diesel and naphtha (raw gasoline), and also kerosene, without producing toxic emissions.
In the last contribution over the petroleum industry I explained you the intended purposes, partly.
But all this is not to be confused with the emerging and existing bio-refineries, for example by UPM $UPM (+2.08%) , Verbio $VBK (+3.3%) or Lenzing $LNZ (+1%) are operated. Here, wood and various types of grain are used almost exclusively as biomass.
What can be used for this purpose?
Of course, biowaste is ideally suited for this purpose, as this material consists mainly of organic materials such as hydrocarbons and their derivatives.
But "plastic" is also a very suitable material for this process. Logically, because it also consists of organic materials. Accordingly, one could roughly say that all products consisting of the original type of crude oil and natural gas could also be reconverted.
Well ..,
Many everyday items are compounds that are organic, but often have fluorine, chlorine or sulfur compounds "mixed in". As is well known, not the healthiest representatives of everyday use.
But there are technical solutions for this as well:
As I described it roughly in pyrolysis above, you have gasification of the materials. This leads to the fact that in most cases the chemical bonds can be broken and thus the substances are decomposed.
Fluorine, chlorine and sulfur, for example, can simply be chemically "rebonded" so that no new emission comes from them.
Is the implementation complicated and who would benefit?
There are essential work steps in the procedure that are already in the 1st league in terms of procedure technology. In most cases, the individual steps are not combined in the company, but are, as always, typically specialized.
1. waste separation:
Here, as is already common in Germany, the usable waste is returned to the circular economy. Residual waste and organic waste, on the other hand, are very suitable for this process.
In this case, the waste disposal companies known to us benefit in particular. This can be your municipal waste authority, but also corporations in the global trend, such as Waste Management $WM (-1.06%) , Republic Services $RSG (-2.37%) or Alba $ABA (+0%) .
2. separation
Here, mechanical separation processes, such as classifying or sorting, are used to separate the material once again in the process. The winners here are the specialists for separation equipment, such as Tomra $TOM , Veolia $VIE (+1.1%) or Derichebourg $DBG (+6.12%) .
3. incineration
This is then the process of pyrolysis mentioned, similar to the oven. Here the materials are burned. The resulting gases are relevant to the process.
The ash, on the other hand, is enriched with metals and can thus be returned to the circular economy. One possible beneficiary of this is Befesa $BFSA (-1.7%) .
Non-usable ash, on the other hand, can be stored in stockpiles almost without any problems. In Germany, it is already quite common to fill ash into layers of earth, for example to backfill salt mining sites.
(In this combustion process not only pyrolysis plays a role. It is more correct to mention also the process of "gasification" and "combustion". The resulting "surplus" heat can then be used, for example, to run a generator and produce electricity.
This has the advantage that on the one hand energy is generated and on the other hand the gases are cooled).
4. conversion - the interesting part
By passing the gases through various catalyst layers in a multi-stage process, the desired chemicals can now be produced.
Namely, a "pyrolysis oil", which has rudimentary similar properties and can be fed to a conventional refinery.
This works particularly well for diesel and kerosene. In this case, regenerative fuels can even be produced today, which comply with the respective DIN.
But how could I participate in this "trend"?
In fact, many energy suppliers have taken on this problem. The major pioneer here is actually Eni $ENI (+1.64%) in Europe. Waste Management $WM (-1.06%) from the USA has been making landfill gases usable for years. However, primarily for local heat generation. This is set to change in the future, with waste-to-energy processing also taking off. The oil giants BP $BP. (+1.21%) and Shell $SHEL (-0.18%) are also investing in this technology.
Advantages:
- The spatial waste problem can be limited.
- Emissions from the stockpiles can be greatly reduced through reuse.
- Alternative supply options are created in terms of fuel, chemicals, and heat supply.
- It can be considered "net zero" since the emissions in the feedstock have already been generated.
- The necessary technologies are already sufficiently mature and proven.
- A rapid solution option for decarbonizing the transport sector.
Disadvantages:
- Fossil alternatives are much cheaper.
- Plant capacities are totally inadequate for mass scale.
- High expenditure compared to low yield.
- Efficiency due to very high energy input.
- Huge logistics required to get waste to process.
- Permanent supply of waste must exist to maintain value chain.
- Public interest is very low.
- Your home oven is unsuitable for fuel production. - No serving suggestion.
Which topics of alternative energy possibilities are you interested in?
Ongoing is the plan:
- "Green Ammonia" - Why the odds are better than hydrogen.
- Lithium - Why the market caps are completely misweighted.
Do you have any requests, suggestions, criticism?
getquin Daily Summary 13.09.2022
Hello getquin,
we wish you a nice day. The day started well on the stock market. However, the opening of the US markets has colored the stock market red. We hope that will recover by tonight.
Europe🌍:
1. First plans for an "excess profits tax".
The EU Commission wants to oblige EU states to collect parts of the profits of Shell, Wintershall and Co. as a "solidarity contribution." The amount of the contribution is initially left open in the text of the law. The draft also provides that end customer electricity prices can be temporarily capped by the state not only for consumers but also for small and medium-sized enterprises.
Read more: https://bit.ly/3Dm1MWE
🟩 $SHEL (-0.18%) 26,78€ (🔼 +0,27%)
🟥 $ENI (+1.64%) 11,81€ (🔽 -1,5%)
🟩 $RWE (-1.01%) 42,98€ (🔼 +3,08%)
2. Bayer embarks on search for new CEO
There are rumors at Bayer that CEO Werner Baumann will leave the post of Chairman of the Board of Management prematurely. The pharmaceutical group is conducting an internal and external search for a successor. This person is to replace Werner Baumann as of April next year.
Read more: https://bloom.bg/3DhJ1Ud
🟥 $BAYN (+1.93%) 53,92€ (🔽 -0,54%)
America🌏:
3rd Goldman Sachs lays off hundreds of employees
After many layoffs in the tech sector, the wave of layoffs has now reached the banking sector. The first major bank to make use of job cuts is Goldman Sachs. The reason for this is the declining deal volume.
Read more: https://cnb.cx/3d8N7U3
🟥 $GS (-0.19%) 329,80€ (🔽 -2,70%)
Stocks of the day:
🟩 TOP $1211 (-2.45%) 28,96€ (🔼 1,69%)
👍 Barclays is optimistic and the share price benefits from growing confidence in its competitiveness against Tesla & Co.
🟥 FLOP $COIN (-1.33%) 76,35€ (🔽 -6,54%)
👎 Bitcoin, Ethereum etc. crash and take Coinbase with them on the downward slide.
🟥 Most searched $ALV (-0.12%) , 174,97€ (🔽 -0,84%)
🟥 Most traded $F3C (+4.78%) , 22,65€ (🔽 -1,53%)
🟥 S&P500, 3,988.71 (🔽 -2.98%)
🟥 DAX, 13,225.52 (🔽 -1.32%)
🟥 bitcoin ₿, 20,971.06€ (🔽 -5.18%)
Time: 17:15 CEST
Fun Fact: Correction
There are over 1,500 different beers in Germany. Each of the beers is perfect as it is and tastes very good 👍
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