Nostra Terra Oil & Gas Company Plc’s Post

Does Big Oil's Bull Run Have Legs? The oil and gas sector could be at a turning point among investors, as baskets of energy equities begin to outperform the broader market based on factors such as a more bullish outlook for oil. Some less closely watched sections of the energy sphere are quietly posting the highest gains, as Chinese national champions and US refiners outpace the Western majors' strong performance. Continued outperformance is possible with potentially strong first-quarter earnings to come, but investors have become more skittish about holding oil stocks for the long term. Learn more >> https://bit.ly/3JxiyUs #oilandgas #corporatestrategy #energyfinance #debtmarkets #equitymarkets

The recent performance of the oil and gas sector, as described, suggests a nuanced landscape where specific segments and regions are experiencing varying degrees of success. The factors influencing this trend and the future outlook for the industry are complex, involving geopolitical, economic, and environmental dynamics. Here are some insights and considerations regarding the current state and future potential of the oil and gas sector’s bull run: Current Performance Trends 1. Regional Variations: The mention of Chinese national champions and US refiners outpacing Western majors highlights regional disparities in performance. This could be attributed to different regulatory environments, consumption patterns, and levels of technological advancement in refining and distribution. 2. Segment Outperformance: The fact that less closely watched sections of the energy sphere are posting the highest gains could indicate untapped value or emerging trends that have not yet been fully recognized by the market. This might include areas like specialized refining processes, niche markets for certain oil derivatives, or innovations in efficiency and sustainability. Factors Driving the Bull Run 1. Bullish Oil Outlook: Expectations of rising oil prices can drive up equity values in the sector. This might be due to anticipated increases in global demand, supply constraints, or geopolitical tensions affecting oil-producing regions. 2. First-Quarter Earnings: The potential for strong earnings reports can boost investor confidence and drive further investment into the sector. Positive earnings results can reflect not only higher oil prices but also improved operational efficiencies and cost management. Challenges and Risks 1. Investor Skittishness: The observation that investors are hesitant about holding oil stocks for the long term could reflect broader concerns about the sustainability of fossil fuels, regulatory changes, and the transition to renewable energy sources. This sentiment can affect the stability of the bull run. 2. Environmental and Regulatory Pressures: Increasingly stringent environmental regulations and a global push towards decarbonization pose significant challenges to the traditional oil and gas sector. Companies that adapt by investing in cleaner technologies and diversifying their energy portfolios may be better positioned for long-term success. 3. Volatility in Oil Prices: While currently bullish, oil prices are historically volatile and can be influenced by myriad factors that are difficult to predict, including technological changes, shifts in energy policy, and global economic conditions. Strategic Implications for Investors 1. Diversification: Investors might consider diversifying their holdings within the energy sector to include companies that are innovating in efficiency, sustainability, or are branching into renewable energy sources.

Long-term resistance for the Energy sector has been too much to overcome. We’ve been dealing with the 2008 and 2014 highs for 18 months now, and while the bears haven’t taken outright control here, the bulls haven’t been able to gain any ground either. At some point, maybe we’ll get the long-awaited breakout. Or we might not. In any case, the risk to Energy is skewed to the downside as long as this resistance level remains intact.

Energy has been one of the worst places to be since the market bottomed back in Oct 2022. With crude oil on the rise, though, it's time to start viewing the sector through another lens

3 Energy Stocks to Consider as the Sector Breaks Out

Solar stocks are staging a massive move today and the leader First Solar ($FSLR) which I have been focused on for personal accounts and clients is up 16% on the day. I highlighted First Solar at around $180 dollars a share as it was showing triple digit earnings acceleration, breaking out from a stage one base, and was cheap as the sentiment for Solar stocks was near lows. $FSLR Now trading $248 and looks to be making a run for those highs.

day, July 28, 2022 Check out what Art's got to say today! It was a historic week for Wall Street, with the benchmark S&P 500 closing above the 5,700 points level for the first time ever. Meanwhile, Dow Jones surpassed and ended above the 42,000-point mark for the first time ever. The advance was driven by the Federal Reserve delivering its first interest rate cut since the COVID-19 pandemic four years ago. For the week, the S&P added cont..... #ratecut,#ai,#energy,#utilities,#uranium #oil&gas#

https://lnkd.in/eF72pf7G U.S. energy shares are soaring as investors benefit from rising oil prices and a stronger-than-expected economy, while seeking to protect their portfolios from...

#TechStocks led the local market higher today, with the #ASX200 ending the session up 44 points, or 0.5%, to 7,975 points.  Tech stocks added 1.5%, while #Healthcare and #Industrials also outperformed.  The Energy sector, however, lost 1.9% as it was dragged lower by Woodside Energy. The #oil giant lost 3.8% as it released its second-quarter report, a day after making a US$900 million ($1.3 billion) bid for a massive North American #LNG development. This would make WDS one of the world’s biggest LNG players, ahead of a potential increased support for the fossil fuel under a Trump administration. However, Woodside has also detailed a $US500 million (A$753 million) increase in the cost of its Scarborough LNG project in WA, raising the total development cost to US$12.5 billion from the previous US$12 billion estimate. More at #Proactive #ProactiveInvestors #ASX #ASXReport #FiveatFive http://ow.ly/wJJu105BNYG

Green Stocks Sep 5: The Celebrations Continue For Premier Energies Limited With 20% Jump On a day when the broader market struggled to cross the red zone, green stocks fared no better with a decidedly mix day. That was uplifted by the sterling performance of Sterling and Wilson Renewable Energy (up 5%), and of course, the new listing on the block, Premier Energies, that shot up 20%. #sharemarket #renewableenergy