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GuruFocus News · 08/02 16:38
碳排放飙升有望逆转2020年的大幅削减-IEA
Global carbon emissions are on track to jump 4.8% this year, according to the IEA, marking the biggest annual gain since 2010's record-setting increase, when the world was bouncing back
Seekingalpha · 04/20 09:25
全球碳排放量达到大流行前水平
After hitting a pandemic-low in April, global emissions rebounded strongly and were 2%, or 60M tons, higher in December 2020 than they were in the same month a year earlier,
Seekingalpha · 03/02 10:15
Crashing a $5.2 Trillion Party: Debut ETF Issuers Hit Record
Wall Street firms are entering the world of exchange-traded funds like never before.
Bloomberg · 2020/12/02 18:22
Copper-Gold Ratio Breaks From Treasury Yields in New Normal
Bloomberg · 2020/12/01 17:53
Record-Shattering Flows Into Stock ETFs Leave Bond Funds in Dust
Bloomberg · 2020/12/01 13:38
Citi Flashes Warning on S&P 500 ‘Overshoot’ Rally: Taking Stock
A record-setting November for the S&P 500 Index is renewing anxiety about how long the advance will last, and some signs indicate the market may be poised for a breather.
Bloomberg · 2020/12/01 13:33
The Death Of Oil
Energy stocks have taken a beating over the last few weeks.Concerns about a worldwide resurgence of COVID-19 have raised the specter of declining economic activity and the negative potential impact on oil demand.Longer-term two news items last month, one from the governor of California and one from China, probably pushed the sentiment surrounding the group even lower.There continues to be an ill-conceived media narrative perpetuating this tale of woe.I do believe climate change is real and a threat to our planet, but the feared demise of oil as a primary energy source now and into the foreseeable future seems a bit overdone.
Seekingalpha · 2020/10/16 05:51
Down But Not Out: What's Next For U.S. Energy Production?
US oil production likely saw its relative low in May, but current prices are not high enough to incentivize an acceleration in upstream activity, though the rig count appears to have stabilized.Oil production is expected to remain largely steady throughout the rest of 2020 and most of next year before trending upward later in 2021.Midstream is well-positioned to withstand the pressured commodity price environment relative to its energy peers, as its fee-based business model and contract protections support greater cash flow stability.
Seekingalpha · 2020/10/07 12:00
The Case For Investing In Real Assets
Real assets, which include commodities, precious metals, real estate, and infrastructure, have several unique factors and investment considerations that set them apart from traditional financial assets.With broader market indexes becoming increasingly weighted to technology, real assets can provide diversification in a portfolio.Real assets traditionally offer higher dividend yields than what can be found in broader equities or fixed income.
Seekingalpha · 2020/10/07 12:00
Natural Gas Stocks Rise Above Last Year's High
The latest stockpile data pushes the amount of gas in storage above the 2019 peak.Four trillion cubic feet is the next stop.October futures roll to November. Seasonality created the contango that is shrinking after the roll period.Levels to watch in November natural gas futures.BOIL and KOLD for trading. UNG on any significant dip in October.
Seekingalpha · 2020/10/02 12:00
Weekly Pricing Pulse: Commodities Push Higher, But With Less Gusto
Seeking Alpha - Article · 2020/08/06 12:27
Despite COVID-19 Fallout, Some Indian Steel Executives See Signs For Optimism
Seeking Alpha - Article · 2020/08/06 10:14
Resilient Tin Is Being Driven By Sound Fundamentals
Seeking Alpha - Article · 2020/08/05 14:19
Aluminum Is Having A Strong Recovery In China
Seeking Alpha - Article · 2020/08/04 11:43
Weekly Pricing Pulse: Commodity Prices Finally Pause Following Multi-Month Climb
Seeking Alpha - Article · 2020/08/02 15:37
June farm prices received Index up 1.0%
Seeking Alpha - Article · 2020/07/31 19:06
Stainless Steel Demand Holds Back The Nickel Price
Seeking Alpha - Article · 2020/07/29 18:34
Assessing The Threat Of The Energy Transition Part 1: Power
Seeking Alpha - Article · 2020/07/29 12:00
Iron Ore Is Being Undermined By Slowing Steel Demand
Seeking Alpha - Article · 2020/07/28 11:56
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