The Argentina-based state-owned oil company YPF Sociedad Anónima ( YPF ) has as its investment thesis not a simple proxy for Brent, but rather as an asymmetric asset anchored in three key vectors: (1) Argentina's macro normalization; (2) operational execution in shale; and (3) a long-term optionEquity Research Analyst at DM Martins Research.I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global large caps. My work can also be f ...

Group 1 - YPF Sociedad Anónima is positioned as an asymmetric asset rather than a simple proxy for Brent crude oil prices [1] - The investment thesis is anchored in three key vectors: Argentina's macro normalization, operational execution in shale, and a long-term option [1] Group 2 - The company is state-owned and based in Argentina, indicating a unique market position influenced by national policies [1]

Venezuela's interim President Delcy Rodriguez said on Thursday that she was submitting a proposal to reform the country's hydrocarbon law, as investors in the U.S. push for easier access to the South American country's oil industry. ...

Core Insights - The U.S. is currently receiving a price for Venezuelan crude oil that is 30% higher than what Venezuela received prior to the capture of President Nicolas Maduro by U.S. special forces [1] Group 1 - The U.S. Energy Secretary Chris Wright made the announcement regarding the price increase for Venezuelan crude oil [1]

India's Russian oil imports fell to their lowest level in two years in December, as Western sanctions pushed refiners to tap alternatives, lifting OPEC's share of imports to an 11-month high, trade ... ...

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !2026 should be one of the best years for Cenovus Energy Inc. ( CVE ) when it comes to growing its business and its production -- between the recently-closed MEG takeover and organic growth investments paying off, the Canadian oil com ...

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !2026 should be one of the best years for Cenovus Energy Inc. ( CVE ) when it comes to growing its business and its production -- between the recently-closed MEG takeover and organic growth investments paying off, the Canadian oil com ...

Core Insights - DHT Holding (DHT) experienced a significant increase in share prices due to the potential strengthening of US control in the Venezuelan oil sector [1] Company Analysis - The recent price surge in DHT shares is attributed to geopolitical developments affecting the Venezuelan oil market, indicating a potential opportunity for investors [1] Industry Context - The Venezuelan oil sector is under scrutiny, and any changes in US policy could have substantial implications for companies operating in this space, including DHT [1]

Group 1 - DHT Holding (DHT) investors experienced significant increases in share prices due to the potential strengthening of US control in the Venezuelan oil sector [1] - The article highlights the importance of understanding macroeconomic factors and their impact on market cycles, particularly in the context of energy and commodities [1] Group 2 - The investment strategy discussed emphasizes the use of fundamental momentum indicators such as EPS, ROE, and revenue, along with price-volume confirmation [1] - The analysis incorporates econometric tools like GARCH and Granger causality to assess risk and volatility [1]

Yet, it has been anything but sideways so far this year for the oil markets. On Wednesday, WTI closed at its highest level since Oct. 8 on jitters surrounding President Trump and Iran . Meanwhile, Brent also settled higher."The core 'Old Energy' world is just a sideways world right now," VanEck CEO Jan van Eck told CNBC's "ETF Edge" on Monday.In a special statement to CNBC on Wednesday, van Eck indicated his view hasn't changed since Monday — citing a one-year time horizon for his outlook.Instead, van Eck p ...