Oil

[mistymountain]

Of interest, for any Investor in Energy, is the Northern Winter thematic. Obviously a short term consideration. But I've been tracking since November.

Currently Russia / Scandinavia having their coldest in decades.

Germany's Munich record snow.

The temperatures in Oslo way below freezing for next fortnight. Think max of - 12 c.

The USA winter lags Europe.

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Coal Price beginning to rise .

If Gas turns then Oil will follow.

Uranium continuing to Moonshot...

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Go those Energy Commodities: after all people need Power, Heating and the Lights to stay on.

And even the Big Boys are beginning to Talk Shop. https://www.democracynow.org/2023/12...putin_at_cop28

Its a pity our Woke Green NZ Government doesn't support the Nuclear thematic...

[Valuegrowth]

Of interest, for any Investor in Energy, is the Northern Winter thematic. Obviously a short term consideration. But I've been tracking since November.

If Gas turns then Oil will follow.

...

I thought natural gas futures will hold around $3/MMBtu. Now it has dropped below $2.60. Lower gas prices are boon for some industries.

[JBmurc]

Of interest, for any Investor in Energy, is the Northern Winter thematic. Obviously a short term consideration. But I've been tracking since November.

Currently Russia / Scandinavia having their coldest in decades.

Germany's Munich record snow.

The temperatures in Oslo way below freezing for next fortnight. Think max of - 12 c.

The USA winter lags Europe.

----
Coal Price beginning to rise .

If Gas turns then Oil will follow.

Uranium continuing to Moonshot...

---

Go those Energy Commodities: after all people need Power, Heating and the Lights to stay on.

And even the Big Boys are beginning to Talk Shop. https://www.democracynow.org/2023/12...putin_at_cop28

Its a pity our Woke Green NZ Government doesn't support the Nuclear thematic...

I agree and have shifted some funds into a couple of undervalued COAL stocks ..if the Northern Winter stays colder for longer

I think O&G could stay low till early-mid next year...but at some point, the lack of investment over the last many years is going hit hard when the economies demands for the liquid energies rise once again ..