/biz/ - Business & Finance

>>56405196
>>56405212
brothers... WAGMI

>>56356048
That doesn't necessarily mean anything for the bond market, but I would think the inflationary pressures would push bond yields higher. Which is why I'm short TLT and long oil & gold, as any man worth his salt should be!

>>56355422
Oil and gold are happy when war starts. Short overvalued broad markets, long undervalued commodities.

>>56348471
we're holding TLT puts and long oil

>>56169916
ummm sweaty we're energy bulls here

XLE goes green
HAHAHAHA

OIL

>>56103185
right here. Happily holding Canadian o&g companies and XOM

>>56063435
>ctrl+F "oil"
>0 results
the USA is a big producer and exporter of crude oil and refined petroleum products. It's the fifth biggest exporter of oil exporter, and the biggest exporter of refined petroleum products in the world.

https://finance.yahoo.com/news/exxon-shareholders-soundly-reject-climate-162030411.html
uhhhhh based?

>Oil futures

>>53514849

+0.97%

>Crude just broke 81
Go ahead, Chang. Book that vacation.

long oil
short everything else

simple as

>>52976758
On the same note, check out TRP. Nice low to buy in right now and ex-div date is 29 Dec. 6.7% yield. Looks pretty low risk so I bought a tranche. Hooray for midstream co's

>>51041786
>>51041944
Oh also another side to the high energy, especially natgas prices is that farming is becoming pretty fucking expensive. Diesel costs obviously increase input costs, but the bigger issue is fertilizer prices. You see, ammonia is an important fertilizer since it increases crop yields. Potash and phosphate are also important in their own right but ammonia affects yield most and is most expensive out of the three. Now, why am I bringing up ammonia? Well... Ammonia is made with NATURAL GAS as feedstock! Can you guess what happens to ammonia prices when natural gas is fucking skyrocketing? And can you guess what the farmer does when his input costs multiply?

TL;DR food shortages
>>51042091
Cheniere Energy is the number one LNG exporter to Europe I believe, which is why I own some. I believe they are 100% natgas and unhedged but I admit I haven't made sure yet. Other two I own are Equinor, o/g producer with unhedged natgas all sold to Europe, and Vermilion Energy also o/g producer getting about 50% of its profits from European natgas and a lot of hedges coming off next year

Charioteers onward and up, +9% day today! Soon the rights offering should close and I'll get my 18p shares thanks for the cheapies