Alboran Energy Strategy Consutlatns

November 2022

  • Energy Musings, November 29, 2022

    Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks

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    November 29, 2022

    Energy Market Outlook Seen By Investors And Analysts

    Observations from RBC energy investor survey and Fed Bank energy conference provide a set of unconventional views of energy markets and their future along with how energy stocks may trade. READ MORE

    Inflation And Interest Rates Continue To Roil Energy Markets

    Investors think inflation has peaked but the real world seems to just begin seeing its impact and higher interest rates are proving a problem. Gavekal Research shows a different perspective. READ MORE

    New England’s Winter May Not Be Fun As It Will Be Costly

    Heating oil and electricity prices have soared with supply shortage fears, so weather will determine how costly winter is. Forecasts suggest a normal winter with periods of severe cold. READ MORE

    Europe’s Energy Wildcards Less Effective Than Anticipated

    Russia oil ban and Europe oil and gas price caps may be less effective than originally thought. Politics have created regulations that hold potential for market chaos and underground options. READ MORE

    Random Energy Topics And Our Thoughts

    Read the full article on Energy-Musings.com »

  • Energy Musings, November 15, 2022

    Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks

    Download PDF

    November 15, 2022

    Age Of Inflation: More Unseen Challenges For The New Normal

    Despite the CPI easing, we still see more inflation and interest rate problems ahead. READ MORE

    New York Times Climate Skeptic Has Change Of Heart

    He wonders if the pandemic’s arrival is more reflective of possible climate problems. READ MORE

    COP27 Struggles For Relevance In Energy-Challenged World

    In an energy crisis, security of supply is trumping political concern over climate change. READ MORE

    October’s Stock Market Harvest Was Very Good For Energy

    Energy has had an outstanding 2022 and October’s performance was a record. READ MORE

    Random Energy Topics And Our Thoughts

    Read the full article on Energy-Musings.com »

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