Tag Archives: energy
Copper Crashes the Energy Party in February
An inflationary tide lifted almost all commodity boats in February 2021. Most constituents of the S&P GSCI rose while gold, the commodity that market participants often look to for inflation protection, lagged. The S&P GSCI rose 10.6% overall in February, with copper and energy doing most of the heavy lifting. After a strong January, the S&P GSCI Crude…
- Categories Commodities
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- Commodities
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Why Clean Energy Now
The U.S. Energy Information Administration (EIA) forecasts that power generation coming from renewable sources, such as wind, solar, hydro, and geothermal, should provide the majority of the world’s energy needs by 2050.1 The use of renewable energy has been increasing significantly over the last decade, however its current level of consumption still lags those of traditional…
- Categories Sustainability
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Commodities Were Energetic in May
Bullish sentiment propelled the S&P GSCI higher by 16.4% in May, its best monthly performance in 11 years. The broad commodity index’s more than 50% exposure to energy was a key contributor to its performance. Energy led the way, with the WTI-based S&P GSCI Crude Oil up 55.0%, bouncing impressively off the lows in April….
- Categories Commodities
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- Commodities
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Will April Pain Lead to May Gain for Commodities?
COVID-19 continued to wreak havoc across commodities markets in April. The S&P GSCI fell 9.67% in April and 47.92% YTD. Economic data continued to weaken into uncharted territory. Supply chains crucial to the flow of commodities from extraction to consumption experienced a sudden shut off and demand collapsed. Energy and agriculture underperformed, while metals offered…
- Categories Commodities
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No Gas Left in the Tank for Energy Equities
In our blog post from December 2019,[1] we highlighted the disparity seen last year between different sectors of the commodity futures and commodity equities markets. The second thing to watch highlighted the substantial 25% performance difference in 2019 between the S&P GSCI Energy and the S&P GSCI Equity Commodity Energy Index. However, so far in…
- Categories Commodities
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- Commodities
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Commodities – What to Watch for in 2020
In this blog post, we present five eclectic thoughts for commodity investors to ponder as we look forward to the New Year and the start of a new decade. S&P 500® versus S&P GSCI Similar to the 1990s, the last decade saw equities radically outperform commodities. Prior to that, the 2000s were more volatile, with…
- Categories Commodities
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- Commodities
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Saudi Oil Attacks – A Text Book Supply Shock
The attacks on Sept. 14, 2019, on Saudi Arabia’s oil facilities have put the oil market back in focus for investors and policy makers alike. The event was reported to have been the largest single supply disruption in the oil market for half a century, crippling half of Saudi oil production and temporarily halting production…
- Categories Commodities
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- Commodities
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Accessing Energy and Energy Infrastructure through Master Limited Partnerships (MLPs)
In 2018, the U.S. set world production records for both natural gas and oil.[1] The growth in production is expected to continue and the U.S. is set to become a net energy exporter[2] by 2020, ending a 75-year period of dependence on imports. The increase in energy production not only shifts the dynamics of the…
- Categories Commodities, Equities
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- Commodities, Equities
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S&P 500 On Pace For Best January Since 1989
In the first seven trading days of 2019, the S&P 500 had its hottest start since 2003. That happened following the Fed’s message that it was in no hurry to raise interest rates. The Fed met again yesterday signaling it might end the interest rate increases, which pushed the S&P 500 up 1.55% for the day (Jan….
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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S&P 500 Has Its Hottest Start Since 2003
In the first seven trading days of 2019, the S&P 500 returned 3.6%, its 12th best start on record since 1928 and best since 2003. Also, the S&P MidCap 400 and S&P SmallCap 600 surpassed large caps by posting their best gains ever to start a year. Lastly, more than half the segments by sector, size…
- Categories Equities, S&P 500 & DJIA
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