BP well comes up empty at promising Ironbark gas prospect off Australia

He also lists the reasons why he believes we are in a transition period in regards to this sentiment. Gordon still contrasts the inventory and sentiment factors from the point of view of their influence on the price of the commodity and its related assets. Mark talks about shale companies, highlighting the operational and financial aspects compared to conventional oil companies, their advantages and also points criticised by analysts. On the recent performance of oil and gas stocks, Gordon provides insights into the possible reasons for the poor performance of securities, especially the E&P ones, even amid higher oil prices. Mark brings a totally unexpected perspective on the impact that electric vehicles have on the oil sector and the consequences he sees on the development of the EV industry. Finally, Gordon talks about how he is investing to capture what he believes to be a turnaround in the oil and gas industry, highlighting the types of companies he is fond of in the current scenario and the ones he believes should benefit from the change in sentiment, from abundance to scarcity.

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Besides that, Alasdair conjectures the impacts of these potential decisions to the dynamics of interest rates. About Brexit, he meticulously comments about the stage of the process and the impacts that could be felt in the markets. Finally, responding to a request for guidance on how to position the portfolio to deal with the events he believes are on the way, Macleod talks about analogous situations of the past, specifically about Germany in the 1920s. In today’s episode, Marcelo talked to Fred Hickey, editor of the famous publication The High Tech Strategis . The HTS is a monthly publication with more than 32 years of existence that brings to its readers an independent view on macroeconomic aspects, investments in the technology and precious metals sector. Fred explains that he began following and writing about precious metals in the early 2000s, as he believed it was necessary to protect oneself against financial measures taken by central banks.

Fred Hickey brings his insight on technology companies and stresses that he is seeing a new bubble. In particular, he comments on the case of Huawei and the possibility of it being banned from doing business in the US. In the macroeconomic arena, he discusses the possibility of a global economic downturn and recession, bringing various metrics, indicators and examples to support his views. Fred talks about how the central bank’s action has led to a poor allocation of investments worldwide and the consequences that this can bring.

In today’s episode, Marcelo López spoke with Brandon Munro, CEO of Bannerman Resources, a company listed on the Australian stock exchange, ASX, focused on the exploration and development of uranium mines in Namibia. Marcelo had already mentioned in the last podcast recorded with Munro, in early June, that he expected the production of Cigar Lake to return this year and Brandon starts talking about the stock market’s response to Cameco’s announcement. The reopening procedures of the mine that had been closed due to the pandemic are due to start in September. Brandon also discusses the decision of Kazatomprom, the world’s largest uranium miner, to reduce the estimated production of the metal by 20% in 2022 and the importance of this attitude for the market. Munro talks about the consequences of this and the possible repercussions for the coming years. He comments on the uranium spot market, the main factors that are affecting the price at the moment and how real investors are reacting.

Marc Faber attributes the December declines and reaction seen in 2019 to a number of factors, including the Fed’s capitulation, Modern Monetary Theory and the flow of investor’s capital. He also brings his perspective to the stock market in 2019 and comments on the possibility of a crash. Following on, Marc discusses the monetary policy of the Fed and other central banks, about their recent decisions, asset bubble, Quantitative Easing and his expectation regarding the next steps that will be taken by the American central Beaxy: What to Expect From This Review bank. He also talks about the economy in some European economies, in the US, in Japan and in China. Marc Faber comments on the possibility of a recession in the US and China, for which he makes an interesting sector analysis, highlighting sectors that may suffer great contraction and others that may even benefit by an expansion. Marc then reflects on the impacts of monetary expansionism on the real economy, on the effectiveness of this kind of policy as a growth stimulus and he cites the examples of Japan and Europe.

Brandon explains that the WNA Symposium will be virtual this year and discusses what the implications will be for nuclear fuel buyers and sellers. Munro also talks about the Iran sanctions waivers, which end on August 27, and what the United States are How to trade ETF doing about it. Finally, Brandon talks about the changes at Bannerman Resources and how it can affect the company and investors’ view of it. In today’s episode, Marcelo López talked to Otávio Costa, better known in the financial markets as Tavi Costa.

For Podcasters and Editors

Anas begins by discussing how the issue of the types and quality of oil is important and how that impacts the world trade in this commodity. In this context, he talks about the characteristics of shale oil produced in the USA, the structure and capacity of North American refineries, the country’s exports and imports of oil, the future demand for oil products and the impact of natural gas on the market. Alhajji talks about the sharp drop in the price of oil this year and how the crisis that the sector is going through is unprecedented and the inconveniences and uncertainties that this creates for OPEC.

He drew attention to the fact that this industry is scarcely covered by sell-side analysts, and that the consensus adopted by the uranium buyers lacks important and easily refuted fallacious aspects. Finally, Alkin discussed a major issue for investors in the industry, which is the inactivity of buyers in the face of low and unsustainable prices in an attempt to anticipate a price hike and secure low-priced material. Mike explains how the activities of buyers’ professionals are structured, the incentives they have and the way they have acted historically. In today’s episode, Marcelo López spoke with Mark Nelson, executive director of the Radiant Energy Fund, a non-profit organization focused on the energy market.

  • In today’s episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a company listed on the Australian stock exchange, ASX, focused on the exploration and development of uranium mines in Namibia.
  • The result marked a big disappointment for BP’s partners in the prospect, which had been seen as a potential gas supplier to the North West Shelf liquefied natural gas plant, where BP is a co-owner, within five to 10 years.
  • Investors should consider the investment objectives, risks, and charges and expenses of an Exchange Traded Fund (“ETF”) carefully before investing.
  • Mark explained in detail how energy is a topic of great relevance, but it is not given the proper credit.

Investments in REITs and other real estate securities are subject to similar risks as direct investments in real estate. Welcome to the L2 Capital Podcast, focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise. Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. Content, news, research, tools, market data and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy.

The information provided is not warranted as to completeness or accuracy and is subject to change without notice. The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, are not guaranteed for accuracy or completeness, do not reflect actual investment results and are not guarantees of future results. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts.

In today’s episode, Marcelo Lopez spoke with Alex Molyneux, a senior executive and investor in natural resources, who today acts as an advisor to an investment fund solely focused on capturing opportunities in the uranium market. Having already held various executive positions in companies in the sector, as he himself explains, he is able to have a deeper technical understanding of uranium particularities, such as operational issues, production, licensing and jurisdiction, which gives him a different approach when investing. Asked about what he considers important in the pursuit of investment objectives in the sector, Alex talked about what aspects he prioritizes in the analysis and comments on what his expectations for the price of uranium are. Marcelo asks about the recurring assertion that excess inventory is putting pressure on the commodity and it is responsible for the current low price. Alex Molyneux draws up a detailed explanation of different types of inventory, such as those held strategically by governments and those held by utilities. He also talks about the trends he observes and the perspectives he has for each type of inventory, as well as the impact of this on the market.


He also draws a distinction between the credit cycle and the business cycle and highlights the factors that characterize the current cycle and uses recent data to give an opinion on the stage we are in today. Asked what the direction of central bank interest rates should be in the face of current circumstances, Macleod gives his prognosis for rates, as well as its consequences for the economy and markets. He then discusses inflation measured by governments around the world and points to the discrepancy between what is seen in practice and what is recorded by official price indexes. When asked by Marcelo about what can be expected of the performance of gold in the scenario that is being drawn, Alasdair highlights the metal’s ability to preserve the purchasing power of those who have it in situations of currency devaluation and cites historical examples to prove his point. Macleod then shares his view on investments in gold stocks as well as ETFs and how they can react in scenarios of global deceleration and appreciation of the commodity. He reveals his expectation for Fed decisions from now on and draws a parallel between the crisis of 1929 and today, highlighting the current unprecedented factors such as high public debt and deficits and dependence on foreign borrowers.

He is responsible for CGN Mining’s overseas operations, including development, mergers and acquisitions. When asked if the uranium market is an opportunity, Paul brought an elaborate explanation, putting into place the most relevant events for the sector over the past 20 years from an historical perspective. He highlighted the characteristics of the last bull market along with several important factors and how they have changed, such as the role of low-cost producers, the Fukushima incident, expectations, the installed capacity of nuclear reactors worldwide and the signing of long-term contracts.

When it came to America versus Emerging Markets stock market, Faber offers his insights into how the relative pricing between them is at the moment and what he considers the best strategy to profit from this difference. Regarding commodities, Marc stated specific examples of how some types may perform according to the global economic environment and also gave his assessment as to the current pricing of the asset class as a whole. Specifically on gold, Faber talks about his views on the metal as a form of investment, especially in the current context of high liquidity injected by central banks. Finally, Marc highlighted those he believes are the main risks to the financial markets and asset prices, such as the issue of political polarization and China’s slowdown. In today’s episode, Marcelo Lopez spoke with Alasdair Macleod, who besides being a very experienced investor, is the Head of Research at Goldmoney. Alasdair talks about Goldmoney acting as custodian for clients around the world who wish to store precious metals outside the banking system and also the interesting services it provides to its investors.

como investir na bolsa americana

Brandon explains how global regulation and control of uranium is carried out in the context of the global nuclear fuel supply chain, as uranium can be mined in Australia, converted and enriched in Russia, produced as a fuel in Sweden and be used in an American reactor. Brandon comments on the situation in Iran, the agreement signed by President Obama, the US discontentment and subsequent withdrawal from that agreement, on the waivers granted to some companies, the recent withdrawal of three of these waivers and the consequences this could have. Munro also talks about the release of the Nuclear Fuel Working Group report at the end of April, its main points, the consequences for the global nuclear industry and, specifically, for the USA. Finally, Brandon and Marcelo discuss Cigar Lake, the Cameco mine whose production was suspended this year, the movement in Port Hope and the difficulties that traders are facing to find uranium in the midst of this bull market.


In today’s episode, Marcelo López talked to Adam Rozencwajg, managing partner at Goehring & Rozencwajg, a company specialized in natural resource investments, such as mining, energy and agriculture. Adam explains the model developed by G&R to understand the dynamic of the shale oil production in the United States and the conclusions drawn regarding the level of productivity and quality of each oil well. Rozencwajg talks about the price war between Russia and Saudi Arabia and the impact that the clash has had on the oil market. He mentions the strengths and weaknesses that each side has in this dispute, such as, for example, the ability to deal with low prices, oil price needed to balance the budget and the influence of the currency on the costs and profitability of oil companies.

como investir na bolsa americana

Adam comments on the impact that the COVID-19 pandemic is having on world oil demand and stocks so far and his expectations going forward. In the face of low oil prices, Rozencwajg discusses the ability of U.S. shale producers to continue to pump oil after price normalization and highlights the role and importance that shale has in meeting global energy demands. Adam explains the behaviour of prices in the oil futures market, which is currently in contango, and the possibility of returning to backwardation. Rozencwajg comments on the discrepancies he has found and as well as the upcoming potential opportunities in the oil and gas companies, then finally, on what is important to take into account when analyzing the sector now. Another index, the gold-silver ratio, , also at multi-year high levels, is discussed with Adam, who believes one has to have exposure to precious metals and the shares of companies that produce them. Finally, Rozencwajg talks about uranium, the fundamentals of the sector and his expectations for the price of the commodity.

Finally, Molyneux, who has worked as an investment banker focusing on mining, discusses the challenges that uranium producers could encounter if they need to obtain funding to bring projects online. The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise. At the beginning of the conversation, Simon draws a distinction between having gold as a form of investment and having it as a safe haven. For both cases, he highlights how to position and the incredible features of the yellow metal. Simon and Marcelo conduct an interesting discussion of gold price performance since the peak in 2011, and ponder the effects of asset inflation, central bank intervention, currencies, confidence and how the “insurance policy” works.

Alhajji discusses his point of view on the expectations of oil demand made by many analysts and the exaggerations that these analysts make when estimating the impacts of certain changes. In today’s episode, Marcelo López spoke to Paul Ma, director of CGN Mining, a company that is part of DowMarkets Review – Pros, Cons and Verdict the China General Nuclear Power Group , the world’s third largest nuclear power corporation, and a member of the board of directors of Fission Uranium. Paul has more than 10 years of experience in the uranium industry, including exploration, development, mining and investment activities.

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The result marked a big disappointment for BP’s partners in the prospect, which had been seen as a potential gas supplier to the North West Shelf liquefied natural gas plant, where BP is a co-owner, within five to 10 years. Where an investment is denominated in a currency other than the investor’s currency, changes in rates of exchange may have an adverse effect on the value, price of, or income derived from the investment. Please remember that diversification is not an investment strategy without risk, and in certain circumstances, it may not fit your investment objectives. Investors should consider the investment objectives, risks, and charges and expenses of an Exchange Traded Fund (“ETF”) carefully before investing. Before investing in any ETF, you should consider its investment objective, risks, charges and expenses. Currency and cryptocurrency exchange services provided by Passfolio Financial LLC (“Passfolio Crypto”), a US Money Services Business registered with FinCEN.

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