It is so Canadian to enjoy a healthy dividend. Investing in oil and gas stocks is also as Canadian as needing to wear a toque in October or stopping at Timmie’s before heading off on a road trip. We have a resource-based economy and many investors have learned to embrace our dominant sectors. And of course if you buy a core index-based Canadian equity ETF, it will be dominated by financials, energy and other materials. When investing in the very cyclical oil and gas sector, you have to be prepared for a roc ...

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Group 1 - The service includes access to a 50+ stock model account, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] - Subscribers are offered a two-week free trial to explore the services related to oil and gas investments [2]

Core Viewpoint - The world will continue to require significant amounts of crude oil longer than previously expected due to slower adoption of renewable energy sources and electric vehicles [1][2]. Energy Sector Outlook - Goldman Sachs projects daily oil consumption will rise from 103.5 million barrels per day in 2022 to 113 million by 2040, extending the timeline for reaching "peak oil" to 2040 from 2035 [2]. - The International Energy Agency has also adjusted its peak oil forecast to 2050, indicating a sustained demand for oil and natural gas as primary energy sources for the next 25 years [4]. Implications for Stocks - The extended demand for crude oil is expected to positively impact energy stocks, with Berkshire Hathaway positioned to benefit significantly due to its investments in oil and gas companies [3][6]. - Berkshire Hathaway holds substantial stakes in Occidental Petroleum and Chevron, valued at over $11 billion and nearly $19 billion respectively, which together represent about 10% of its publicly traded stock portfolio [9]. Berkshire Hathaway's Strategy - Berkshire Hathaway operates as a hybrid investment vehicle, combining elements of a mutual fund and private equity, while also benefiting from a reliable cash flow from its insurance operations [8]. - The company’s energy-related subsidiaries, including natural gas pipelines and other energy services, contribute over $1 billion annually to its operating income, enhancing its exposure to the energy sector without the volatility typically associated with direct investments [11][12]. Market Dynamics - Despite the expected growth in oil consumption, Goldman Sachs anticipates a decline in WTI crude prices to an average of $53 per barrel next year due to increased supply [15]. - The profitability of Berkshire's energy-related operations is less affected by fluctuations in oil prices, providing a stable investment avenue in the energy sector [16].

Tariff Policy and Market Reactions - President Trump proposed a $2,000 "tariff dividend" for low-income Americans, funded by tariffs, aimed at providing financial relief and reducing national debt, though details remain unclear [2][3] - The proposal could potentially increase U.S. debt by $600 billion, which is double the projected tariff revenue for 2025, raising concerns about inflation [3] - The administration announced a rollback of 40% tariffs on Brazilian agricultural products to combat rising U.S. food prices, creating a contradiction in tariff policy [4] China Trade Relations - A looming 155% tariff on Chinese imports previously caused significant declines in major U.S. indices, but a deal was reached to lower tariffs on certain imports related to fentanyl by 10 percentage points [5] - The market reacted swiftly to these tariff changes, reflecting the volatility and unpredictability of trade relations under the current administration [5] Pharmaceutical Industry Developments - President Trump announced deals with Eli Lilly and Novo Nordisk to reduce prices of weight loss drugs from $500-$1,000 to $149-$350 per month for government programs and cash payers [6] - Eli Lilly's stock rose after reaching a $1 trillion market value, while Novo Nordisk experienced initial stock declines but later showed recovery due to FDA approval news [7][9] - Analysts predict a low single-digit negative impact on Novo Nordisk's global sales growth due to price cuts, but potential volume increases in the mid- to long-term [9] Offshore Drilling Initiatives - The Trump administration announced plans for new offshore oil drilling off Florida's Gulf Coast and California, reversing previous policies to enhance U.S. energy security [10] - This initiative has drawn bipartisan criticism from environmental groups and local politicians, indicating potential political and regulatory challenges ahead [11] Market Indices Performance - Major U.S. stock indices have shown significant volatility in response to tariff announcements and other policy changes, with notable sell-offs following threats of high tariffs on China [12] - The market's reaction to policy changes is characterized by rapid movements, often leading to a "buy the rumor, sell the news" phenomenon [12] Conclusion on Market Dynamics - The impact of President Trump's policies on the stock market remains dynamic and unpredictable, with swift market reactions to announcements across various sectors [13] - Investors are navigating a landscape marked by constant change, where a single statement can lead to significant sector movements [13]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it [1] - The service offers subscribers access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas market [2]

The EU and US are set to restart trade negotiations next week after a two-month pause to try to settle unresolved sticking points in their controversial tariff deal struck in July.The US commerce secretary, Howard Lutnick, and trade representative Jamieson Greer will hold high-level meetings in Brussels on Monday with ministers, EU commissioners and industry bosses.The face-to-face meetings are the first talks since the six-week US government shutdown that began at the start of October. In a high-risk move, ...

In this article, we will discuss the 12 Best Commodity Stocks to Buy Right Now.The ongoing market environment is marked by shifting global supply, demand, and investor sentiment amid the evolution of the commodities cycle. Yet precious metals are seen leading gains alongside industrial metals, as evidenced by the Bloomberg Commodity Index (BCOM), which is up 10% so far in 2025 as of November 19, 2025. Furthermore, four of the six BCOM sectors have recorded gains in Q3, according to Jim Wiederhold, Commodity ...

Thanks for your interest in Z4 Energy Research. As of January 2021, Tipranks placed us in the top 2% of all financial bloggers and top 5% of overall experts. If you would like more in depth discussions on oil, natural gas, wind, solar, fuel cells, and other renewables, please contact us at zman@zmansenergybrain.com. We have covered energy at zmansenergybrain.com since 2006 posting 6 days a week and have been in the markets since the early 1990s. We post weekly slide shows on the oil and natural gas inventor ...

January WTI crude oil (CLF26) on Friday closed down -0.94 (-1.59%), and January RBOB gasoline (RBF26) closed down -0.0299 (-1.62%). Crude oil and gasoline prices tumbled to 4-week lows on Friday and settled sharply lower.  Friday's rally in the dollar index (DXY00) to a 5.5-month high is bearish for energy prices.  Crude prices also fell after Ukrainian President Zelenskiy said he would agree to work on a peace plan drafted by the US and Russia.  Crude prices recovered from their worst levels on Friday on ...

From tech to Hollywood, retailers and utilities, U.S. companies are intensifying job cuts and workforce reductions that began in 2024, as they focus on cost savings and leaner operations amid a challenging economic environment. Employers slashed more than 150,000 jobs in October, the largest wave of layoffs in more than 20 years, a report from Challenger, Gray & Christmas said Nov. 6. Firms have pointed to a myriad of causes for their layoffs, from AI to tariffs and corporate restructuring. "Some indust ...