Saturday, June 3, 2017

Bloomberg Article - Forecast on Decline in Oil Demand

An intersting view on the oil demand which could be - depending on the point of view - positively/negatively impacted impacted from the following changes:

  1. efficiency improvements, i.e. for engines
  2. electrical cars, some oil companies like Shell plan hydrogen cars from natural gas
  3. biofuels could replace oil
Some Companies mentioned: Peabody (coal), Statoil ASA (Norway), Exxon Mobil.


Link: https://www.bloomberg.com/graphics/2017-oil-projections/

On the Statoil ASA webpage I found some details about new energy solutions like offshore wind parks. Link: https://www.statoil.com/en/what-we-do/new-energy-solutions.html

Thursday, June 1, 2017

Eric Cinnamond

Thanks to csinvesting I learned about Eric Cinnamond who is -according to his website- a portfolio manager for an absolute return strategy and writes about this on the blog. There is also a podcast conversation on The Felder Report.

Links:
Homepage of Eric Cinnamond
http://ericcinnamond.com/
Podcast on the Felder Report
https://www.thefelderreport.com/2017/05/30/podcast-eric-cinnamond-on-the-value-of-absolute-return-investing/