Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>US crude inventories fell for the fifth consecutive week by 3.4 mb, exceeding the 1.6 mb decline expected by analysts. Gasoline stocks also decreased by 3.7 mb.</li>
<li>As of the week ending 26/Jul, US natural gas inventories were up 8.4% YoY and 15.7% above the 5-year seasonal average.</li>
<li>European oil majors beat Q2 profit estimates. BP’s Q2 underlying net profit beat estimates by 7.7%. Shell’s Q2 EPS beat estimates by 5.1%. </li>
</ul>


US crude inventories fell for the fifth consecutive week by 3.4 mb, exceeding the 1.6 mb decline expected by analysts. Gasoline stocks also decreased by 3.7 mb.
As of the week ending 26/Jul, US natural gas inventories were up 8.4% YoY and 15.7% above the 5-year seasonal average.
European oil majors beat Q2 profit estimates. BP’s Q2 underlying net profit beat estimates by 7.7%. Shell’s Q2 EPS beat estimates by 5.1%. 


[ETP 31/2024] Oil Prices Surge on Middle East Tensions; BP and Shell Beat Earnings Expectations

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul>
<li>China could be the disinflationistas big hope from here. The export price index is not yet picking up in China despite some signs of early increases.</li>
<li>The potential re-inflation story will likely be forewarned in the Chinese PPI again. There are some early signs of improvement in Shipping to be seen.</li>
<li>The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being increasingly attractive from a risk/reward perspective.</li>
</ul>


China could be the disinflationistas big hope from here. The export price index is not yet picking up in China despite some signs of early increases.
The potential re-inflation story will likely be forewarned in the Chinese PPI again. There are some early signs of improvement in Shipping to be seen.
The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being increasingly attractive from a risk/reward perspective.


Energy Cable: The demand outlook in China is dreadful to say the least …

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Commodity Popcorn Markets During the week, I saw a tweet by the legendary commodities trader Peter Brandt.</li><li>The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry Williams Research.</li><li><p>Both look at markets very different and have a strong track record.</p><p></p></li></ul>

Commodity Popcorn Markets During the week, I saw a tweet by the legendary commodities trader Peter Brandt.The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry Williams Research.Both look at markets very different and have a strong track record.

Commodity Popcorn Markets // Coffee Bubble About To Burst?

<ul>
<li>US oil and gas rig count increased by three to 589 for the week ending 26/Jul, rising for the second consecutive week.</li>
<li>US oil rig count rose by 5 to 482, marking the first increase since May. Gas rigs fell by 2 to 101, following a rise of 3 the previous week.</li>
<li>In July, the total US rig count increased by 8, the first monthly rise since February and the largest since November 2022.</li>
</ul>


US oil and gas rig count increased by three to 589 for the week ending 26/Jul, rising for the second consecutive week.
US oil rig count rose by 5 to 482, marking the first increase since May. Gas rigs fell by 2 to 101, following a rise of 3 the previous week.
In July, the total US rig count increased by 8, the first monthly rise since February and the largest since November 2022.


Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

<ul>
<li>Are we witnessing a short-term carry-trade unwind or a trend change?</li>
<li>A short-term bounce in the USDJPY will provide an opportunity to reposition</li>
<li>Industrial metals take the brunt of the unwind in the commodity sector</li>
</ul>


Are we witnessing a short-term carry-trade unwind or a trend change?
A short-term bounce in the USDJPY will provide an opportunity to reposition
Industrial metals take the brunt of the unwind in the commodity sector


Nowhere to Run to Baby, Nowhere to Hide! Part 2

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

[ETP 31/2024] Oil Prices Surge on Middle East Tensions; BP and Shell Beat Earnings Expectations

US crude inventories and gasoline stocks continue to decline, while US natural gas inventories are up YoY. European oil majors surpass Q2 profit...

Mint Finance

Energy Cable: The demand outlook in China is dreadful to say the least …

The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being...

Steno Research

Commodity Popcorn Markets // Coffee Bubble About To Burst?

The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...

The Commodity Report

Oil Rig Uptick Boosts US Total Rig Count

As of the week ending 26/Jul, the US total rig count rose by 3, closing the month with an 8-rig increase. This marks the first monthly rise since...

Mint Finance

Nowhere to Run to Baby, Nowhere to Hide! Part 2

In summary, we expect the unwinding of JPY shorts to continue driving more volatility in markets providing opportunities in certain sectors. The...

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[ETP 31/2024] Oil Prices Surge on Middle East Tensions; BP and Shell Beat Earnings Expectations

​US crude inventories and gasoline stocks continue to decline, while US natural gas inventories are up YoY. European oil majors surpass Q2 profit...

Mint Finance

Energy Cable: The demand outlook in China is dreadful to say the least …

The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being...

Steno Research

Commodity Popcorn Markets // Coffee Bubble About To Burst?

The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...

The Commodity Report

Oil Rig Uptick Boosts US Total Rig Count

As of the week ending 26/Jul, the US total rig count rose by 3, closing the month with an 8-rig increase. This marks the first monthly rise since...

Mint Finance

Nowhere to Run to Baby, Nowhere to Hide! Part 2

In summary, we expect the unwinding of JPY shorts to continue driving more volatility in markets providing opportunities in certain sectors. The...

Rikki Malik

US crude inventories and gasoline stocks continue to decline, while US natural gas inventories are up YoY. European oil majors surpass Q2 profit...