easy to look at right now. Oil prices up about one and a half percent. Um what are the broader implications of this for oil in particular if the US continues to blockade Venezuela and sees these tankers.>> So in the short term it removes oil from the markets, right. Which is helpful because we've seen the prices coming down. Um they don't produce that much, roughly a million barrels per day and they were less than 1% of exports.So it's not a huge impact, but it does reduce the amount of oil over the long te ...

Coterra Energy Inc. (NYSE:CTRA) is one of the most profitable value stocks to invest in right now. On December 12, UBS analyst Josh Silverstein raised the firm’s price target on Coterra Energy to $33 from $32 with a Buy rating on the shares. UBS is signaling a major turning point for the Energy sector in 2026, predicting a robust recovery after 3 years of stagnant returns. The firm’s 2026 outlook suggests that the sector is primed for a breakout, supported by improving supply-demand balances for oil and na ...

Gold Market Outlook - Goldman Sachs认为，由于各国央行（尤其是新兴市场央行）为实现储备多元化而持续购买黄金，且黄金供应无法快速响应需求，因此长期看好黄金，预计2026年金价将上涨[1][2] - 各国央行购买黄金，是为了对冲美元资产的风险，类似于一种金融对冲[5][6] - 中国央行的黄金储备占比约为10%，而发达国家央行的黄金储备占比超过70%，因此中国和其他新兴市场央行有理由继续增加黄金储备[4][5] - 随着美联储降息预期，ETF对黄金的配置也在增加，进一步加剧了对有限实物黄金的竞争[3] European Natural Gas Market - 欧洲已经逐渐摆脱对俄罗斯天然气的依赖，增加了液化天然气的进口[7] - 预计2025年将是全球液化天然气供应大幅增长的七年中的第一年，这将缓解欧洲的天然气供应压力，从而对欧洲天然气价格构成下行压力[7][8] - 俄罗斯和乌克兰之间的和平协议可能会加速并加剧欧洲天然气价格的下跌[9] Crude Oil Market - Goldman Sachs的基本假设是委内瑞拉石油产量维持现状，即日产约90万桶原油[9][10] - 市场对委内瑞拉局势变化（如政权更迭）可能导致石油供应增加的担忧，已经对远期石油价格产生了一定的影响[10][11] - 即使没有委内瑞拉额外的石油供应，预计明年WTI原油均价为每桶52美元，因为巴西和圭亚那等地的项目将增加石油供应[12]

Core Viewpoint - The Zacks Oil and Gas - Exploration and Production - International industry is currently facing challenges due to volatile commodity prices, rising geopolitical risks, and weaker earnings expectations, which cloud near-term prospects [1][2] Industry Overview - The industry consists of companies primarily operating outside the United States, focusing on the exploration and production of oil and natural gas [3] - Cash flow for producers is heavily influenced by realized commodity prices, making them vulnerable to price volatility [4] Key Investing Trends - Geopolitical risks and operational disruptions remain high, introducing volatility that is difficult to hedge [5][6] - Operators are increasingly prioritizing cash flow stability over aggressive growth, emphasizing disciplined capital spending and focusing on lower-decline assets [7][8] - Delayed project timelines can push cash flow inflection points further out, testing investor patience [10][11] Industry Performance - The Zacks Oil and Gas - International E&P industry has underperformed compared to the broader energy sector and the S&P 500, declining 32% over the past year while the broader sector increased by 7.5% and the S&P 500 gained 14.3% [16] Current Valuation - The industry is currently trading at an EV/EBITDA ratio of 6.33X, significantly lower than the S&P 500's 18.58X but above the sector's 5.46X [18] Stocks to Watch - **Vermilion Energy**: A globally diversified producer with a focus on steady production and sustainable free cash flow, expecting 13.4% revenue growth in 2025 [19][22] - **VAALCO Energy**: An independent oil and gas company with a strong emphasis on African and Canadian markets, with a market cap of approximately $366 million and a 50% increase in earnings estimates for 2025 [22][23] - **Genel Energy**: Focused on the Kurdistan Region of Iraq, aiming for stable production and long-term value creation, with a projected 78.6% growth in earnings for 2025 [24][26]

TotalEnergies CEO Patrick Pouyanne said rising demand for oil will help to underpin prices, despite their slump this week on growing concerns about a global surplus https://t.co/B0oZdRUCl6 ...

Oil Prices Drop Below $60—Lowest Level Since Since Mayhttps://t.co/XeTka9odIv https://t.co/RSNFFSRN9Z ...

Core Viewpoint - Oil prices declined due to increased expectations for a potential peace deal between Russia and Ukraine, which could lead to the lifting of U.S. sanctions on Russian oil companies [1] Group 1 - The prospect of a Russia-Ukraine peace deal has positively influenced market sentiment regarding oil prices [1] - Expectations for an end to U.S. sanctions on Russian oil companies have risen, contributing to the decline in oil prices [1]

Brazilian state-run oil firm Petrobras has seen no impact on its output of oil and petroleum products since the start of a planned strike by some workers on Monday, it said in a statement. ...

The big crude oil tanker that U.S. forces seized on Wednesday off the coast of Venezuela since 2024 has shown a "clear pattern" of spoofing its location to hide where it actually was, according to a leading energy consulting firm.And data suggests that the Guyana-flagged tanker identified as "Skipper" since 2022 has carried sanctioned oil from Iran and Venezuela.The oil industries of both nations are under U.S. sanctions, and Skipper has been under sanction by the Office of Foreign Assets Control since 2022 ...

Russian President Vladimir Putin issued a decree on Monday clearing potential deals with Rosneft and Shell's joint-venture stake in the Caspian Pipeline Consortium, which exports oil mainly from Kazak... ...