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drbubb

ALL ENERGY: Oil, Gas, Coal & Uranium

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ALL ENERGY: Oil, Gas, Coal & Uranium

I am looking for ways to identify and trade the cheapest Energy sources

USO/ US Oil etf looks to be the Leading Bellwether, and it has rallied to resistance near $12.

USO-etc ... ALL : from 2001 Jan.2007 : 7/2012 : 1/2014 : fr. 2015 : 1/2016 : 10d /

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USO ... 10-yr :

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USO, ngas, btu, ca:u ... fr. 11/1/2015 : 6/1/17 : 12mo : 10d:

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ALL E : 12mo :

GVciioU.gif

Coal & Natgas could be cheapest, but it depends on the Time Frame you are looking at

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Oil Prices may be Stalling out near $60

Energy price at a "pinch point"?

Energy bellwethers : fr 6/1/2018 :

rFwyGnA.gif

WTI crude /Last $60.14 +$0.84

bTBBSih.png

USO /US Oil  etf ... 10-yr-L : 5-yr-Log : 3-yr : 12-mo : Last: $12.50 --  $60 /12.5 = r-4.8

0byq266.gif

Ratio: WTI-to USO : ratio: 4.81

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==

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AFTER LOOKING at all these charts...

I am less confident that Oil & energy have broken out,

Instead, it is possible that WTI Crude is rolling over at around $60. (?)

Here's the Brent Oil chart

JoRltQY.png

Comment: Possible peak below $70

I was wrong about U /Uranium a few days ago. It did not follow USO in a rally

USO - U.T etc. 10d /

ld9rlnN.gif

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WTI Crude up 2.41% to $61.59

Is this an important Breakout? (over $60  Resistance)

WTI Crude

VBXPCds.png

WTI to Gold Ratio

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I note that URA / Uranium share etf also had a good day: +2.72% to $12.83

But URA itself has NOT broken out yet

BUd7epG.png

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Uranium Prices (in US$) have become cheap vs. rising Brent Oil (now over $70)

WtmLRVd.png

As URA, Uranium Shares rose, Uranium got relatively cheaper too

rzp4qqr.png

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A question on oil.

There are different grades of oil - WTI and Brent being the two best known crude oil benchmarks. 

Looking at Iron Ore,  over the last several years, the price gap between low grade IO fines, higher grade IO fines and IO pellets has expanded significantly in response to demand for the higher quality products (especially the IO pellets) which produce much lower levels of pollution. 

The question I have is whether we will see a similar widening of the price spread between the prices for lower grade/higher polluting crude oil  and the higher grade/lower polluting crude oil. There is already some differential (see WTI v Brent prices), but with changes like those the shipping industry is currently going through, I'm wondering (i) whether the existing price differentials will widen and (ii) if so, which companies stand to benefit most.

My search to match oil companies against the quality of their crude oil reserves has, so far, proved to be an exercise in frustration. 

 

 

 

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USO-etc ... ALL : from  fr. 2015 : 1/2016 : 10d /

vqKnqti.gif

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15 hours ago, Traineeinvestor said:

A question on oil.

...The question I have is whether we will see a similar widening of the price spread between the prices for lower grade/higher polluting crude oil  and the higher grade/lower polluting crude oil. There is already some differential (see WTI v Brent prices), but with changes like those the shipping industry is currently going through, I'm wondering (i) whether the existing price differentials will widen and (ii) if so, which companies stand to benefit most.

My search to match oil companies against the quality of their crude oil reserves has, so far, proved to be an exercise in frustration.

Yes.

It has been going on for years.  Light sweet crude gains value relative to Heavy Sour Crude,

as LSFO (low sulphur fuel oil) gains value relative to HSFO 9high sulfur fuel oil)

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" it is possible that WTI Crude is rolling over at around $60. "

And so it did eventually rollover... but from a little higher, $66.60!

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Energy Bells - from 2016 ...

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Only U is fighting the downtrend for the moment

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The "ALL ENERGY" chart has broken down - Where is the Low?

All Energy ... fr. mid-June.2018 / USO: $10.64, NGas: $0.0235, U.t: C$4.32, URA: $11.91, BTU: $22.52

n2mos1U.gif

==

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USO/ US Oil etf looks to be a Leading Bellwether.

ZYa4HR2.png

On Tuesday, USO slid tuesday 2% to $11.14, & may slide to LO.Yr at $9.23.

USO-etc ... ALL : from 2001 Jan.2007 : 7/2012 : 1/2014 : fr. 2015 : 1/2016 : 10d /

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: 1/2016 :

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BTU / Peabody Coal ... fr. 1/2016 : $17.89 - 0.89% / $11.14 = r-00% -- Yield: 3.13%; PER: 4.22; EV/ebit: 0.00

wT5ZHyj.gif

HAL / Halliburton ... fr, 1/2016 : $19.95 - 1.77% / $11.14 = r-00% -- Yield: 3.61%; PER: 13.12; EV/ebit: 0.00

N2tztQE.gif

MUR / Murphy Oil ... fr. 1/2016 : $22.05 - 2.35% / $11.14 = r-00% -- Yield: 4.54%; PER: 13.59; EV/ebit: 0.00

w7trdtr.gif

SLB / Schlumberger ... fr, 1/2016 : $35.46 - 1.47% / $11.14 = r-00% -- Yield: 5.64%; PER: 23.64; EV/ebit: 0.00

cJyPY61.gif

XLE / Energy Select Sector SPDR.. 1/2016 : $58.53 - 0.12% / $11.14 = r-00% -- Yield: 3.64%; PER: N/A; EV/ebit: 0.00

RAYfbvA.gif

OTH / Other Stock ... fr, 1/2016 : $00.00 - 0.00% / $00.00 = r-00% -- Yield: 0.00%

==

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I used the slide after the Opening GAP down to buy some calls on Energy stocks

USO/ US Oil etf : $10.84 - 0.30, -2.69% O: 10.81 / H: 10.89 L: 10.49.  closed near Hi-Day

Larry Pesavento thinks we are near at/near an important Low in NatGas

> https://www.listennotes.com/podcasts/trade-what-you-see/trade-what-you-see-08-06-19-j2miW6wLFpa/

BOUGHT CALLS on: SLB, MUR, RRC … also, non-energy: FCX, FXI

Sector Update: Energy Giants Decline Pre-Market Wednesday

09:25 AM EDT, 08/07/2019 (MT Newswires) -- Top Energy Stocks:

XOM: -1.28%

CVX: -1.11%

COP: -1.81%

SLB: -1.95%

OXY: -1.22%

Energy giants were declining pre-market Wednesday. West Texas Intermediate crude oil for September delivery was down $1.08 at $52.55 per barrel at the New York Mercantile Exchange. The global benchmark Brent crude October contract lost $1.12 to $57.82 per barrel and September natural gas futures were flat at $2.11 per 1 million BTU. Among energy-related ETFs, the United States Oil Fund was down 2.60%, while the United States Natural Gas fund was 0.55% higher

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Oil, & Energy, and Energy Stocks - weak from Technological advances

After MONTHS of weakness in the entire energy complex... it was time for rethinking...

"All-Energy": all-data : fr. 6/2018 / Last: USO: $11.28 +2.9%, (22.2% over LoYr, $9.23) / aver. Off L: +7.7%, Other: +4.1%
U.t: C$4.20 +0.5% (3.99, +5.3%), Ngas*: 0.0214 -0.5% (.0205, +4.4%), BTU: $18.13 -2.09% (17.20, +5.4%)
URA: $10.33 -1.15% (10.19, +1.4%).   /*Natgas Futures: $2.12 vs. $2.03 Low of Year

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: fr. 6/2018 / 10d :

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The Five Transitions in Energy Happening Now (w/ Rob West)

Rob West, CEO and founder of Thunder Said Energy, talks about the five major energy transitions occurring simultaneously in 2019. He compares the energy transitions happening now - renewables, shale, electrification, digitalization and environmental - to other energy transitions over the past 200 years. This clip is excerpted from a video published on Real Vision on May 21, 2019 entitled, “The Third Major Energy Transformation.”

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