There are perils to intervention, even with the best intentions

Looking at the profits of energy companies over the last year and listening to the opinions of voters has tempted some politicians to intervene in the energy markets. While it is usually done with the best intentions, it’s a temptation that should probably have been resisted as far as [...]

The fallacy of an instant transition

Transition is a process that takes time. It’s a journey. It’s not an instant change from one thing to another, it’s a gradual process of moving from one thing to another. Given how deeply embedded the oil and gas is into the global economy, anyone that expects an instant [...]

18. November 2022|Tags: , , , |

Why now is the right time to invest in oil and gas projects

The last five years have been exceptionally difficult for the oil and gas sector. Today though, at least in the short term, oil and gas represents a good place to invest, suggests Kay Rieck, an experienced market observer and investor. Back at the start of 2022 I warned that [...]

16. November 2022|Tags: , , , , , |

No such thing as a perfect forecast

Making a return when the markets are rising is relatively easy. Making a return when the markets are volatile, that’s a whole other trick. And right now, the markets are massively volatile. Anything that might give you edge could be useful, which explains why there is such an interest [...]

30. September 2022|Tags: , , , , |

When winter came

Crypto has had all the hall marks of a classic financial bubble, with a phenomenal amount of hype coupled with unrealistic levels of hope and unresponsive regulators that have left a lot of shadows for the unscrupulous to operate in. After months of rising prices, the sector has collapsed [...]

The changing energy mix and the end of Just-in-Time?

The global energy mix is undergoing a period of rapid evolution in response to several challenges that it has faced over the last few years. The Just-in-Time model that had been adapted for the energy and power market seems to have been proven to only work when economic conditions [...]

30. June 2022|Tags: , , , , |

The opportunity in the changing commute

There is a great deal of debate about how the mundane daily commute to work will change in the post-pandemic epoch. While commentators and politicians are voicing their opinions, the data that is starting to emerge points to commuters themselves making their opinions clear through their actions. There are [...]

The weathervanes point to change

The oil and gas sector has endured a turbulent few years, and the ramifications of the Russian invasion of Ukraine are creating further uncertainty. While there are some that suggest that the implications for the markets are not likely to be too far reaching in the long term, this [...]

31. March 2022|Tags: , , , |

High price, worst case

As a result of the Russian invasion of Ukraine, the price of natural resources has risen massively. There are likely to be several ramifications which in the long term may not be good for the oil and gas sector in the long term, suggests Kay Rieck, an experienced market [...]

What’s more important, a name or the benefit it brings?

It’s not often that you get the chance to look back at where you were a decade ago and compare it to where you are today, but when you do, there’s a good chance that you will be amazed at the different a decade makes. There are three questions [...]

Could technology have the answer to the emissions debate in the oil and gas sector?

The debate around emissions is complicated and can bring out strong emotions on all sides, but it is something that the oil and gas needs to strategically adapt to. The problem is that part of the complication is the result of the wide variety of opinions and regulations that [...]

Oil price higher than expected, not as high as hoped for

OPEC+ ended the year by signalling that it would increase oil production from the start of January 2022, a move that appears to have stabilised the markets, at least for now, suggests Kay Rieck, an experienced market observer and investor. This time a year ago, the price of a [...]

18. January 2022|Tags: , , , , |

Oil and gas faces a balancing challenge in 2022

It is not an understatement to suggest that oil and gas has endured a turbulent couple of years, and that turbulence is likely to continue for some time. Companies, sectors, and the whole industry need to find new ways to balance very divergent needs and requirements, suggests Kay Rieck, [...]

16. December 2021|Tags: , , , , , , |

Uncertainty causes market to stumble

The news that Covid-19’s omicron variant could be more virulent and more dangerous has caused strong reactions in the oil market. After 18 months of unprecedented challenges, this is unsurprising, suggests Kay Rieck, an experienced market observer and investor. Covid-19 has made the last eighteen months phenomenally difficult for [...]

9. December 2021|Tags: , , , |
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