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.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>WTI fell 4.2% in the week ending 28/Aug despite U.S. sanctions on Iran, as recovering oil flows through the Strait of Hormuz eased the geopolitical premium.</li>
<li>Energy ETFs mostly fell with WTI, but clean energy held up, showing investors treated the sanctions-driven selloff as a short-term event risk.</li>
<li>Equinor marks a firm shift back to oil and gas, but its power strategy and state ownership still leave capital allocation questions unresolved.</li>
</ul>


WTI fell 4.2% in the week ending 28/Aug despite U.S. sanctions on Iran, as recovering oil flows through the Strait of Hormuz eased the geopolitical premium.
Energy ETFs mostly fell with WTI, but clean energy held up, showing investors treated the sanctions-driven selloff as a short-term event risk.
Equinor marks a firm shift back to oil and gas, but its power strategy and state ownership still leave capital allocation questions unresolved.


Energy Weekly (W/E 28/Aug): WTI Slid on Sanctions, Hormuz Reignites, Equinor Bets on Hydrocarbons

Crude Oil

Energy Weekly (W/E 28/Aug): WTI Slid on Sanctions, Hormuz Reignites, Equinor Bets on Hydrocarbons