February 7, 2022 | Daily JAM, Morning Briefing |
The Independent Commodity Intelligence Services published its supply/demand outlook for liquified natural gas today, Monday, February 7. The conclusion: Higher supply deficits for 2022 despite the addition of 24 million tons of LNG capacity in 2021. ICIS projects that supplies will increase by just 5.3 million tons in 2022. Demand is forecast to increase by 13.8 million tons.
February 3, 2022 | COP, Daily JAM, EQNR, Jubak Picks, LNG, PXD, Volatility, XLE |
U.S. crude benchmark West Texas Intermediate rose above $90 a barrel–it closed at $90.87, up 0.60% for the day, for the first time since 2014. International benchmark Brent crude gained 0.42% to close at $91.53 a barrel. Of course, it took a wild confluence of events to push prices above $90.
February 1, 2022 | COP, Daily JAM, EQNR, Jubak Picks, LNG, PXD, Stock Alerts, Volatility |
OPEC+ meets tomorrow and the oil cartel and friends like Russia is expected to approve an increase in production that will reduce last year’s cuts in production. But the odds are that the decision won’t matter.
January 21, 2022 | COP, Daily JAM, EQNR, Jubak Picks, LNG, PXD, Short Term, Volatility |
On Saturday, January 15, in my “Saturday Night Quarterback” post wrote that conflict (a more comprehensive term than “war) between Russia and Ukraine remained a low probability event–but that the probability wasn’t zero and the the odds of conflict had increased in the past month. What’s happened since then? The odds of conflict have climbed
January 15, 2022 | Daily JAM, Short Term |
In the week ahead expect the financial markets to pay more attention to the crisis unfolding in Ukraine. War between Russian and Ukrainian forces on Ukrainian soil remains a low probability event in my opinion but it odds aren’t nearly as low as they were a month ago.
January 8, 2022 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My eighty-fifth YouTube video “QuickPicks Conoco Phillips” went up today.
October 20, 2020 | Daily JAM, PE, Stock Alerts |
A day after  ConocoPhilips (COP) announced it would buy big Permian Basin oil shale play Concho Resources (CXO) for $9.7 billion, the Wall Street Journal reported that Pioneer Natural Resources, by some measures the biggest oil shale operator in the Permian Basin, is...
January 12, 2017 | Daily JAM, Stock Alerts |
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January 11, 2017 | CMI, Daily JAM, KMI, OKS, WES, XOM |
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March 10, 2016 | Uncategorized |
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June 25, 2014 | Daily JAM |
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January 28, 2013 | Daily JAM, Stock Alerts |
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