October 3, 2022 @ 11:26 pm | Breaking News |
All it takes is a report that OPEC+, the group of oil-producing countries that includes Saudi Arabia and Russia, is considering a big cut in production at its meeting this week to send oil and oil stocks off to the races. As of noon New York time, on Monday, U.S....
July 26, 2022 @ 7:15 pm | Breaking News, Jubak Picks Portfolio |
At the close today, July 26, the Teucrium Corn Fund (CORN) was up 2.55% and the Teucrium Wheat Fund (WEAT) was ahead 4.11% Both of those commodity plays outgained the U.S. Natural Gas Fund (UNG) with its 1.38% move higher. But for consistent gains–and the...
July 20, 2022 @ 11:06 pm | Breaking News, COP, Jubak Picks Portfolio, LNG, Volatility |
There are the base-load power plants that run all the time and meet the bulk of normal electricity demand. And then there are the power plants that are only intermittently called into service when demand spikes. In the United States the majority of the plants used to...
June 23, 2022 @ 7:58 pm | Breaking News, Jubak Picks Portfolio |
My one-hundred-and-forty-ninth YouTube video “Quick Pick: Cheniere Energy” went up today. My Quick Pick this week is Cheniere Energy (LNG), a liquified natural gas producer that I currently own in my Volatility Portfolio on JubakAM.com and plan to add to...
May 31, 2022 @ 7:44 pm | Breaking News, COP, Jubak Picks Portfolio, PXD |
The European Union has finally found a way to agree on a partial ban on oil imports from Russia. The group has agreed to an immediate ban on imports arriving by sea. That covers about two-thirds of Russian imports. To get Hungary’s vote for the partial ban, the...
May 3, 2022 @ 10:50 pm | Breaking News, COF, EQNR, Jubak Picks Portfolio, Jubak Top 50 Portfolio, LNG, PXD |
Normally at this time of year natural gas prices retreat and companies actually stash natural gas in storage for use during hurricane outages in the fall and winter heating season. Not this year, however. Today natural gas prices in the U.S. hit a new 18-year high. At...
April 21, 2022 @ 9:59 pm | Breaking News, Buy Hold Sell, COP, EQNR, Jubak Picks Portfolio, LNG, PXD |
Today, April 21, reports from a number of different sources are pointing to lower oil production–which will mean higher oil prices. Even from current levels. And oil prices are significantly higher in the past three weeks. At 3:00 p.m. New York time today U.S....
April 12, 2022 @ 7:26 pm | Breaking News |
As of noon New York time today, April 12, the Standard & Poor’s 500 was up 0.47% and the Dow Jones Industrial Average had gained 0.34%. The NASDAQ Composite was higher by 0.73% and the NASDAQ 100 had moved up by 0.67%. The small cap Russell 2000 had tacked...
April 7, 2022 @ 11:01 pm | Breaking News, Jubak Picks Portfolio |
My one-hundredth-and -nineteenth YouTube video “Time to buy oil on the dip” went up today. We’ve had a pretty good dip over the last few days in oil prices. I think that comes from a trading pullback from a quick run-up in prices, as well as optimism...
March 30, 2022 @ 7:22 pm | Breaking News |
Hopes for a cease fire in Ukraine and for serious peace talks between Russia and Ukraine took the stock indexes up yesterday and the price of oil and oil stocks down. News of renewed Russian shelling and that Russian troops were redeploying rather than withdrawing...
March 28, 2022 @ 7:52 pm | Breaking News, COP, EQNR, LNG |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and sixteen YouTube video “Don’t Sell Your Oil Stocks Yet” went up today. Don’t sell those oil stocks yet! Back at the beginning...
March 23, 2022 @ 7:49 pm | Buy, Buy Hold Sell |
Oil rallied again today with U.S. benchmark West Texas Intermediate up 4.79% on the day to $114.79 a barrel and international benchmark Brent up 5.12% to $121.39 a barrel. So, naturally, oil and gas equities stocks are up today. And the broader market is down. What...
February 18, 2022 @ 7:56 pm | Breaking News, COP, EQNR, Jubak Picks Portfolio, LNG, PXD |
If you believe as I do that one of Russian President Vladimir Putin’s goals in igniting the current conflict in Ukraine was to attempt to use Europe’s dependency on Russia natural gas to drive a wedge among NATO members, the most recent developments make a...
February 11, 2022 @ 7:28 pm | Breaking News, Buy Hold Sell, COP, EQNR, Jubak Picks Portfolio, LNG, PXD |
International benchmark Brent crude jumped as much as 4.7% to $95 a barrel for the first time since 2014. Brent was up 23.68% and trading at $94.77 at 3 p.m. New York time Friday. U.S. benchmark West Texas Intermediate, which normally trades below Brent in price, was...
February 4, 2022 @ 7:49 pm | Breaking News, COP, EQNR, Jubak Picks Portfolio, LNG, PXD |
On Thursday, Feburary 3, U.S. crude benchmark West Texas Intermediate rose above $90 a barrel–it closed at $90.87, up 0.60% for the day, for the first time since 2014. International benchmark Brent crude gained 0.42% to close at $91.53 a barrel. Of course, it...
January 21, 2022 @ 7:09 pm | Breaking News, Buy Hold Sell, COP, EQNR, LNG, PXD, Volatility, You May Have Missed |
I only recommend options on my subscription sites JubakAm.Com and JugglingWithknives.com. And this week on those sites I’ve closed the two VIX CALL Options I bought back on December 31 as protection (and potential profits) from an increase in market volatility...
November 26, 2019 @ 7:28 pm | Breaking News, Jubak Top 50 Portfolio, LNG |
The second quarter of the year is, historically, the weakest quarter for global demand for natural gas. That’s not a good forecast since the global glut of natural gas has already gotten so large that U.S. exporters of liquified natural gas have no place to send...
May 13, 2019 @ 7:18 pm | Breaking News, LNG, Update, Volatility |
LNG (liquified natural gas) from Cheniere Energy (LNG) is one of the U.S. exports most in danger in the newest round of the U.S.-China trade war. Reflective of that the stock was down 3.57%, or $2.42 a share, as of 2 p.m. New York time, to $65.45. That has taken the...
May 10, 2019 @ 7:06 pm | Breaking News, CAT, DE, Jubak Picks Portfolio, Jubak Top 50 Portfolio, LNG, Volatility, You May Have Missed |
Whatever the ultimate end point of the trade talks between the United State and China, the next step is almost certainly the announcement of retaliatory measures by China in the wake of the Trump administration’s decision to raise tariffs on $200 billion of...
March 5, 2019 @ 7:43 pm | Breaking News, Jubak Top 50 Portfolio, LNG, Update |
At the moment everything is running Cheniere Energy’s (LNG) way.  And while natural gas remains a cyclical sector and subject to the ebbs and flows of global growth, catalysts are very strong for this member of  50 Stocks Portfolio. Catalysts? Let me count them...
July 11, 2018 @ 5:37 pm | Breaking News, Jubak Picks Portfolio, LNG, Sell |
Back when President Donald Trump and President Xi Jinping were best buds they announced a deal in principle that would expand Chinese purchases of liquified natural gas from the United States in general and Cheniere Energy (LNG) in particular. I think we can assume...
November 15, 2017 @ 7:43 pm | Breaking News, Jubak Picks Portfolio, LNG, Update |
Yesterday Cheniere Energy (LNG) reported a loss for the third quarter of $1.24 a share, 74 cents a share worse that the Wall Street consensus. Revenue climbed 202% hear over year to $1.4 billion against Wall Street projections of $1.27 billion. Â The company also...
September 14, 2017 @ 7:19 pm | Breaking News, CHK, Jubak Picks Portfolio, Jubak Top 50 Portfolio, LNG |
Shares of natural gas producers and liquefied natural gas exporters climbed strongly today as prices for liquefied natural gas in Asia rose to s seven-month high in reaction to the damaged inflicted on Gulf Coast terminals by Hurricane Harvey. It didn’t hurt...
July 13, 2017 @ 7:30 pm | Breaking News, Jubak Picks Portfolio, LNG, Update |
One worry hanging over shares of Cheniere Energy (LNG), the first company to get an unrestricted license to export liquified natural gas (LNG) to any country in the world, was what would happen if some of the customers that signed a long-term contract to buy LNG from...
June 26, 2017 @ 7:42 pm | Breaking News, Jubak Picks Portfolio, LNG |
Cheniere Energy (LNG) has a significant first-mover advantage, I argued upon picking this stock for my Jubak Picks portfolio, since it was the first U.S. company to get a unrestricted permit to export liquified natural gas. Turning that advantage into revenue and...
May 12, 2017 @ 4:03 pm | Breaking News, Jubak Picks Portfolio, LNG, Update, Z-SYMBOLS (select below) |
Earlier this week the Trump administration announced that it had reached an agreement with China to increase market access for U.S. energy companies. Today Cheniere Energy (LNG) noted that it has had extensive negotiations with Chinese state-owned companies about...
December 9, 2016 @ 7:07 pm | Jubak Picks Portfolio, LNG, Update |
Update December 9, 2016 The Cheniere Energy story is pretty simple. The company got the first license to export liquified natural gas from the United States, locked in long-term contracts for its Sabine Pass and Corpus Christi terminals, and then waited for revenue to...
December 2, 2016 @ 6:49 pm | Breaking News, Volatility, You May Have Missed |
This post originally ran on my subscription site JubakAM.com on December 1. The entire energy sector was up Wednesday on OPEC’s agreement to cut production–but not every stock rose to the same degree. I think these themes defined the way that the market...