Energy sector was the best to own in 2022 and in 2021 actually.
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- 10 Best Energy Stocks to Buy in 2022 | Investing | U.S. News money.usnews.com › Money › Investing
- Is Now A Good Time To Invest In Energy Stocks? - Seeking Alpha seekingalpha.com › article › 4538755-is-now-good-time-invest-energy-sto...
- Best Energy Stocks to Buy in 2022 | The Motley Fool www.fool.com › investing › stock-market › market-sectors › energy
- 7 Best Energy Stocks for the Rest of 2022 | Kiplinger www.kiplinger.com › Investing › Stocks › Energy Stocks
- Top Energy Stocks for September 2022 - Investopedia www.investopedia.com › Markets News › Stocks & Bond News
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- [PDF] Taxing Windfall Profits in the Energy Sector www.imf.org › Files › IMF-Notes › 2022 › English › INSEA2022002
- [PDF] Short-Term Energy Outlook - EIA www.eia.gov › outlooks › steo › pdf › steo_full
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- Global Energy Perspective 2022 | McKinsey www.mckinsey.com › industries › oil-and-gas › our-insights › global-ener...
The upbeat performance of energy stocks is likely to continue in 2023.
The counter argument to that considers the effects of economic slowdown on energy prices.
Yet in the inflationary environment energy stocks likely to feel pressure on costs and will rerate product prices to preserve some margins.
Inverse relationship between dollar strength and oil price is not working well in the current inflationary environment.
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- MLP Insights Q3 2022: Midstream Expected To Be A Haven Amid ... Seeking Alpha The energy markets have been volatile for most of 2022, ... In particular, the correlation tends to increase when oil prices fall below... 1 day ago
- My Say: Fed tightening and the misery it means for Asia The Edge Markets Rental prices may continue adding to inflation in the US for a ... Right now, it seems to everyone that there is no end to dollar strength. 1 day ago
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US dollar used to be a safe haven in times of higher risk.
- Wall Street bounces off lows as UK steps in to calm bonds Reuters The dollar, the ultimate safe-haven in times of market turmoil, ... Yields on other U.S. government bonds also declined on Wednesday. 9 hours ago
- U.S. stocks rally as Treasury yields dip after Bank of England move Nikkei Asia The dollar, the ultimate safe-haven in times of market turmoil, was down about 1.2%, easing from two-decade highs spurred on by yields on... 9 hours ago
- ASX and US markets surge after Bank of England intervenes in bond market to rescue UK financial system ABC Meanwhile, the safe-haven US dollar pulled back from its 20-year high. The UK's main share market index, the FTSE 100, rose 0.3 per cent,... 8 hours ago
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- Top economist Mohamed El-Erian says the ‘relentless appreciation of the dollar’ is terrible news for the global economy Fortune The dollar has ruled the roost in 2022 amid the Federal Reserve's ... times see the greenback as a safe haven, because the U.S. economy is... 2 days ago
- Bank analysts have two big reasons to be bullish on the Singapore dollar CNBC “The Singapore dollar is usually considered a haven currency ... firm and increased the resilience of the currency against the greenback. 2 days ago
But it seems that energy companies also benefit from dollar strength.
Price formation for most energy products is in USD.
Exporters rerate oil prices rerate in correlation with USD strength.
Inventories are most likely being built as oil futures curve is in backwardation.
While the US liquidating its oil from the reserve most likely is a mistake.
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- What’s Next for the Dollar, Oil, and Gold TheStreet Smarts The commodity markets are always volatile, but navigating them this year has been ... sharing her outlook on oil, gold, and the U.S. Dollar. 9 hours ago
- If You Can't Take the Heat, Get Out of the Futures Market RealMoney Many of us eat two meals a day at our desks while scrambling to try to help ... Although most speculators have liquidated their long oil... 18 hours ago
- Wharton's Jeremy Siegel accuses Fed of making one of the biggest policy mistakes in its 110-year history MarketWatch The last two years are one of the biggest policy mistakes in the 110-year ... has a bone to pick with Federal Reserve Chair Jerome Powell. 4 days ago
- Druckenmiller: Repercussions Of Fed Inflation Mistakes Will Be ... ValueWalk We've been doing all this running down the SPR, which is now -- that's the Strategic Petroleum Reserve. It's now below '84 levels, even though... 13 hours ago
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One possible trade is to borrow at the bank credit level rates buy 12 month future and get 2 to 3 percent carry.
12 month WTI future trades at 69$/bbl and the spot is at 76$/bbl currently.
Assuming that the spot prices in Sep 23 will be at 76 $/bbl creates potential 10% income.
Negative real rates always support an environment for inventories build up.
It will all end in tears eventually when destocking event occurs.
But meanwhile there is a lot of hype to ride on
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