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Detailed oil price analysis 🛢️⛽️

Oil demand

China, Europe & USA

Slowing momentum

Peak in fuel demand

Rising production capacities

Impending oversupply

OPEC+

Link: https://www.ideas-magazin.de/2024/ausgabe-270/maerkte/peak-oil-auf-der-nachfrageseite-zuerst/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=aktie&utm_campaign=ideas-magazin

#FinX
#Aktien
#Öl
#Benzin
$SHEL (-0,63 %)
$GB00B03MM408
$RDS.A
$BP. (-1,88 %)
$XOM (+0,22 %)
$CVX (-0,37 %)
$SLB (+0,36 %)
$OXY (-0,17 %)
$APA (-1,15 %)
$TTE (-2,35 %)
$ENI (-1,39 %)
$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 (-0,37 %) , Exxonmobil $XOM (+0,22 %) and ConocoPhillips $COP (-0,52 %) gained up to 2.4 percent in New York. In Europe Totalenergies $TTE (-2,35 %) and Eni $ENI (-1,39 %) 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 (-0,89 %) and RTX $RTX (-1,17 %) recorded gains of around 2.7 percent in some cases, while in Europe Rheinmetall $RHM (+1,29 %) was particularly popular in Europe, with a rise of more than 5 percent. BAE Systems $BA. (-1,64 %) 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 (-2,62 %) saw their share price fall by 2.5 percent. For the share price of Lufthansa $LHA (-1,3 %) fell by more than 2 percent. IAG $IAG (-0,28 %) 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 (-2,23 %) 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

• 11:00 EU: Labor market data August Eurozone Unemployment rate Forecast: 6.4% Previous: 6.4%
• 14:15 US: ADP Labor Market Report September Private Sector Employment PROGNOSE: +128,000 jobs previous: +99,000 jobs

Low performers, shitcoin collectors, uphill brakers and poolside swimmers!

Now it's time for a little #beerchallenge with me🍻

If you don't want to read it now: I spent two weeks with my boss and the camper including mountain equipment and gravel in the Schweiz🇨🇭 and in Südfrankreich🇫🇷

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🇨🇭🇨🇭 SWITZERLAND 🇨🇭🇨🇭

We first headed towards Kandersteg via Freiburg to take a look at Lake Oeschinen. I have to say, it's a beautiful lake with a great panorama!

We then continued towards Lake Geneva to Vevey to dip our big toe in the pond and (unintentionally) take a look at the $NESN (-1,69 %) the headquarters.

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🇫🇷 🇫🇷 FRANCE 🇫🇷 🇫🇷

First of all: rejoice you $DG (-0,96 %) shareholders, you got €65 toll from me.

We went to the Verdon Gorge via Grenoble. A bit up and down in just under 3.5 hours.

The next stop was the small coastal town of Hyeres on the Côté d'Azur for a swim and a tan.

Of course, we shopped at $CA (-3,25 %) and refueled at $TTE (-2,35 %) refueling.

Via St. Tropez, Cannes and Monaco, we then headed back home via Lake Maggiore.

After a total of almost 2200km, we had a moderately tasty meal at the lake Dosenbier❤️

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The end of the story:

We were on the road for a total of three weeks, drove 2700km and paid around €200 in tolls.

The vacation was good to get away from the hassle of saving money and enjoy life 🫶🏽

Greetings and kisses,

alpaca

I would like to invest in oil / gas shares invest. Which ones do you think are best (also in view of the geopolitical situation (Middle East war?))

$EQNR (-1,8 %)

$BP. (-1,88 %)

$PBR (+0,79 %)

$SHEL (-0,63 %)

$E (-1,42 %)

$CVX (-0,37 %)

$XOM (+0,22 %)

$OXY (-0,17 %)

$TTE (-2,35 %)

It was the time when shares went up for a long time. Fortunately, I sold several shares. Now I'm starting to fear a sell-off. Will it continue to go down? I will soon be focusing more on cryptocurrencies.

Sold:

$IHG (-0,88 %)
$1810 (-2,89 %)
$PHIA (-0,78 %)
$TEF (-1,34 %)
$TTE (-2,35 %)
$SHEL (-0,63 %)

TotalEnergies ($TTE (-2,35 %) ) and SSE ($SSE (-1,9 %) ) have signed a binding agreement to establish a joint venture called "Source" to create a new major player in the field of charging infrastructure for EVs in the UK and Ireland.

"Source" is planning to roll out five years up to 3000 high-power charging stations (150 kW and more) at 300 "EV hubs" in Great Britain and Ireland to be installed. The aim is to achieve a market share of 20% market share.

$TTE (-2,35 %) What is your opinion of total energies?

I find the Total Energies plan very interesting and promising.