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>For the week ending 27/Jun, U.S. crude inventories rose by 3.8m barrels (vs. expectations of a 3.5m barrel decline). Gasoline stockpiles rose more than expected.</li>
<li>The EIA reported a 55 Bcf storage build, while analysts forecasted a 48 Bcf increase. Storage levels are 6.2% above the five-year average but 5.6% below year-ago levels.</li>
<li>BlackRock may offload its gas pipeline stake back to Aramco, while JP Morgan cut its 12-month PT on SLB and Goldman Sachs did the same for Halliburton.</li>
</ul>


For the week ending 27/Jun, U.S. crude inventories rose by 3.8m barrels (vs. expectations of a 3.5m barrel decline). Gasoline stockpiles rose more than expected.
The EIA reported a 55 Bcf storage build, while analysts forecasted a 48 Bcf increase. Storage levels are 6.2% above the five-year average but 5.6% below year-ago levels.
BlackRock may offload its gas pipeline stake back to Aramco, while JP Morgan cut its 12-month PT on SLB and Goldman Sachs did the same for Halliburton.


[ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook

<ul>
<li>For the week ending 04/Apr, U.S. crude inventories rose by 2.6m barrels (vs. expectations of 2.2m rise), and gasoline stockpiles fell less than expected.</li>
<li>US natural gas inventories rose by 57 Bcf for the week ending 04/Apr, missing analyst expectations of a 60 Bcf build. Inventories are 2.1% below the 5-year seasonal average.</li>
<li>Trump cancelled BP and Shell’s licenses for gas projects in Venezuela. UBS lowered its price target for Chevron, Exxon, Occidental, Halliburton, and Schlumberger.</li>
</ul>


For the week ending 04/Apr, U.S. crude inventories rose by 2.6m barrels (vs. expectations of 2.2m rise), and gasoline stockpiles fell less than expected.
US natural gas inventories rose by 57 Bcf for the week ending 04/Apr, missing analyst expectations of a 60 Bcf build. Inventories are 2.1% below the 5-year seasonal average.
Trump cancelled BP and Shell’s licenses for gas projects in Venezuela. UBS lowered its price target for Chevron, Exxon, Occidental, Halliburton, and Schlumberger.


[ETP 2025/15] Tariff Pause Halts Slide in WTI and Henry Hub but U.S.-China Tensions Weigh on Prices

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India boosts PLI outlay for steel sector to Rs. 305 cr to drive innovation, exports, and counter US import tariffs.</li>
<li>
<a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)</a> explores spinning off and listing its India arm locally to align with regulations and strengthen its position in the market.</li>
<li>UBS and HSBC expand wealth operations in India, leveraging the IPO boom to capture rising investor demand and economic momentum.</li>
</ul>


India boosts PLI outlay for steel sector to Rs. 305 cr to drive innovation, exports, and counter US import tariffs.

Amazon.com Inc (AMZN US) explores spinning off and listing its India arm locally to align with regulations and strengthen its position in the market.
UBS and HSBC expand wealth operations in India, leveraging the IPO boom to capture rising investor demand and economic momentum.


#122 India Insight: India Ups Steel PLI, Amazon Mulls Local IPO, UBS & HSBC Eye Wealth Boom

<ul>
<li>For the week ending 31/Jan, US crude inventories increased by 8.7m barrels, exceeding expectations of a 2.4m barrel build. Gasoline stockpiles unexpectedly rose, while distillate stocks fell more than expected.</li>
<li>US natural gas inventories fell by 174 Bcf for the week ending 31/Jan, beating analyst expectations of a 167 Bcf drawdown. Inventories are 4.4% below the 5-year seasonal average.</li>
<li>TotalEnergies’ Q4 adjusted earnings rose 8.1% QoQ and beat estimates by 4.8% led by robust growth in the LNG and Integrated Power divisions.</li>
</ul>


For the week ending 31/Jan, US crude inventories increased by 8.7m barrels, exceeding expectations of a 2.4m barrel build. Gasoline stockpiles unexpectedly rose, while distillate stocks fell more than expected.
US natural gas inventories fell by 174 Bcf for the week ending 31/Jan, beating analyst expectations of a 167 Bcf drawdown. Inventories are 4.4% below the 5-year seasonal average.
TotalEnergies’ Q4 adjusted earnings rose 8.1% QoQ and beat estimates by 4.8% led by robust growth in the LNG and Integrated Power divisions.


[ETP 2025/06] WTI Pressured by Macroeconomic Uncertainty; Henry Hub Rebounds on Colder Forecasts

<ul>
<li>For the week ending 29/Nov, US crude inventories fell by 5.1m barrels, beating expectations of a 1.6m barrel decrease. However, gasoline and distillate stocks rose more than expected.</li>
<li>US natural gas inventories fell by 30 Bcf for the week ending 29/Nov. Inventories are 7.8% above the 5-year seasonal average.</li>
<li>UBS raised its 12-month price target on Chevron. Shell and Equinor plan to merge their UK offshore oil and gas assets to create a new company.</li>
</ul>


For the week ending 29/Nov, US crude inventories fell by 5.1m barrels, beating expectations of a 1.6m barrel decrease. However, gasoline and distillate stocks rose more than expected.
US natural gas inventories fell by 30 Bcf for the week ending 29/Nov. Inventories are 7.8% above the 5-year seasonal average.
UBS raised its 12-month price target on Chevron. Shell and Equinor plan to merge their UK offshore oil and gas assets to create a new company.


[ETP 2024/49] WTI Recovers on OPEC Extending Cuts; Henry Hub Drops on Volatile Weather Forecasts

Switzerland

UBS Group AG provides financial services to private, corporate, and institutional clients. The Company offers investment, retail, and corporate and institutional banking, as well as holistic wealth management planning and asset management services. UBS Group also offers securities services such as fund administration and third-party fund management.

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UBS Group (UBS US)

[ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook

US crude inventories unexpectedly rose, gasoline stockpiles increased, natural gas storage levels are above average but below last year, BlackRock...

Mint Finance

[ETP 2025/15] Tariff Pause Halts Slide in WTI and Henry Hub but U.S.-China Tensions Weigh on Prices

US oil inventories rise, gasoline stockpiles fall less than expected. Natural gas inventories miss analyst expectations. Trump cancels BP and...

Mint Finance

#122 India Insight: India Ups Steel PLI, Amazon Mulls Local IPO, UBS & HSBC Eye Wealth Boom

India boosts steel sector, Amazon considers local listing in India, UBS and HSBC expand wealth operations to capitalize on IPO boom and investor...

Sudarshan Bhandari

[ETP 2025/06] WTI Pressured by Macroeconomic Uncertainty; Henry Hub Rebounds on Colder Forecasts

US oil inventories surged, with crude up by 8.7m barrels and gasoline stocks rising, while natural gas inventories fell more than expected. TTE's...

Mint Finance

[ETP 2024/49] WTI Recovers on OPEC Extending Cuts; Henry Hub Drops on Volatile Weather Forecasts

US crude inventories fell more than expected, while gasoline and distillate stocks rose. Natural gas inventories also fell, UBS raised Chevron's...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook

​US crude inventories unexpectedly rose, gasoline stockpiles increased, natural gas storage levels are above average but below last year, BlackRock...

Mint Finance

[ETP 2025/15] Tariff Pause Halts Slide in WTI and Henry Hub but U.S.-China Tensions Weigh on Prices

​US oil inventories rise, gasoline stockpiles fall less than expected. Natural gas inventories miss analyst expectations. Trump cancels BP and...

Mint Finance

#122 India Insight: India Ups Steel PLI, Amazon Mulls Local IPO, UBS & HSBC Eye Wealth Boom

​India boosts steel sector, Amazon considers local listing in India, UBS and HSBC expand wealth operations to capitalize on IPO boom and investor...

Sudarshan Bhandari

[ETP 2025/06] WTI Pressured by Macroeconomic Uncertainty; Henry Hub Rebounds on Colder Forecasts

​US oil inventories surged, with crude up by 8.7m barrels and gasoline stocks rising, while natural gas inventories fell more than expected. TTE's...

Mint Finance

[ETP 2024/49] WTI Recovers on OPEC Extending Cuts; Henry Hub Drops on Volatile Weather Forecasts

​US crude inventories fell more than expected, while gasoline and distillate stocks rose. Natural gas inventories also fell, UBS raised Chevron's...

Mint Finance

US crude inventories unexpectedly rose, gasoline stockpiles increased, natural gas storage levels are above average but below last year, BlackRock...

US oil inventories rise, gasoline stockpiles fall less than expected. Natural gas inventories miss analyst expectations. Trump cancels BP and...

India boosts steel sector, Amazon considers local listing in India, UBS and HSBC expand wealth operations to capitalize on IPO boom and investor...

US oil inventories surged, with crude up by 8.7m barrels and gasoline stocks rising, while natural gas inventories fell more than expected. TTE's...

US crude inventories fell more than expected, while gasoline and distillate stocks rose. Natural gas inventories also fell, UBS raised Chevron's...