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...“Now, it would be impossible to start with those large brands because they have such extreme demand.”...
...Looked at through this lens, Equinor’s strategy looks like a bet that not only will governments fail to achieve the Paris goals (as interpreted by the IEA), but they won’t even manage to keep the national...
...But after months of negative headlines and a barrage of enforcement actions, some hope the rally can merely mark a break from the past, rather than kick-starting another bull run....
...Miners have this year struggled to keep a lid on labour, fuel and materials costs, while also faced with higher borrowing costs....
...On Monday, Chevron announced a $53bn deal to buy fellow US producer Hess, the biggest transaction in its history, doubling down on its bet that demand for fossil fuels would remain strong for decades to...
...“Gold seems to have run ahead of itself somewhat,” said Marcus Garvey, head of commodities strategy at Macquarie, who sees $2,250 per troy ounce as a realistic price if inflation continues to ease in the...
...But several analysts say none of the factors that have driven gold’s bull run over the past 16 months are the likely catalyst for this recent rally....
...The price rise for the raw material has lifted Yellow Cake, which was founded in 2018 to give investors a way to gain exposure to an anticipated bull run for uranium....
...Commodity traders are sitting on cash reserves of up to $120bn after five years of record growth, largely as a result of the Ukraine war....
...Shipbrokers, who advise owners on shipbuilding, said the industry is hesitating to order new vessels that run on greener fuels, amid uncertainty over the availability of these energy resources....
...michael.stott@ft.com Letter in response to this article: Latin America should bet on wind and solar, not fossil fuels / From Gregor Clark, Project Manager, Portal Energético para América Latina, Global...
...But to expand production, the US company issued a large amount of debt as the cost of running its wood pellet processing plants increased....
...The greenback enjoyed a huge bull run last year, driven by the Fed’s rate rises....
...But Lex remains positive on the commodity in the medium term. We, meanwhile, regard oil as a short-term trading bet, either buying or selling....
...The emirate of Dubai, a key precious metals trading hub, already has a large foothold in Africa’s ports and logistics network, the fortunes of which are closely tied to commodities....
...After large losses in 2022’s downturn, funds were meant to have their breakout year last year as higher rates sifted stronger companies from weaker firms....
...Noisy bulls have put their money where their mouths are. Getting carbon-based fuels out of the electricity generation system requires more than wind and solar farms....
...But a slump could squeeze profits for “portfolio” LNG companies — often oil and gas majors such as Shell and Total — whose large bets on natural gas form part of transition strategies....
...Bola Tinubu, his successor, has implemented market policies, scrapping multiple foreign exchange rates and removing a costly fuel subsidy....
...A string of interest rate rises in large economies appears to have ended, with investors now betting on cuts in 2024....
...A crucial few months ahead for UK’s carbon capture goals Britain’s ambitions to capture and store a large chunk of its carbon dioxide emissions took a step forward last week, with the government granting...
...Diesel’s bull run could lose steam should expectations of resumed Russian supply and increased output come true. For now, Russia can take advantage of the oil sanctions against it....
...Novatek accounts for most of Russia’s LNG exports, with Gazprom lacking the specialised infrastructure to convert and transport the liquid form of the fuel, having bet on pipelines rather than liquefaction...
...Green activists will be yelling about the grotesque parody of having a huge fossil fuel producer, the United Arab Emirates, as COP host: Sultan al-Jaber, COP president, also runs Adnoc, the state-owned oil...
...Doug King, chief investment officer at RCMA Asset Management — who runs the $300mn Merchant Commodity Fund — said he was not convinced oil would go that much higher as the strength in the market was being...
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