Focus On Saudi and Russian Production Cuts Have Lifted Prices Up US$17/b Over The Last Six Weeks. Going Forward Weaker Fall Demand May Reverse Much Of This Upside. Global Economic, Political & Military Update The fiscal situation in the US is getting worse and the moves by the Federal Reserve to restrain inflation pressures and […]
Eye on Energy: August 9 Read More »
Energy Bulls Are Focused On Big (>1.0 Mb/d) Cuts From OPEC+ In July. If This Did Not Occur Than Prices Are Likely To Head Down For A While. Global Economic, Political & Military Update The battle between fiscal and monetary policy hawks continues. Elected officials around the world don’t want to balance budgets and see
Eye on Energy: August 2 Read More »
Report Navigation Welcoming Comments 1. Stock Market Overview Narrow Market Rise Should End Soon. 2. Energy Market Update OPEC Increases Productionin June – Not the Big Cut Expected. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SERSI &
Schachter Energy Report: July 27, 2023 Read More »
Previous Index Next Stock Market Overview Narrow Market Rise Should End Soon. Greed is running rampant in the stock markets.Since early March, the S&P 500 is up over 20% (from 3,809 to 4,578) on the back of a wild move to the upside in AI focused tech firms. Just one example, Nvidia (NVDA) has risen
SER: July 27, 2023 – 1. Stock Market Overview Read More »
Previous Index Next Energy Market Update OPEC Increases Production In June – Not The Big Cut Expected. Our bullish thesis for WTI crude oil at a price of US$90/b during Q4/23, and exceeding US$100/b in 2024, is based on moderate growth over the next 18 months in the OECD and healthy energy growth in non-OECD
SER: July 27, 2023 – 2. Energy Market Update Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of July 20, 2023 *Disclosure: Ownership by JIS or immediate family memberNo new positions either Buy or Sell can be undertaken by anyone at SER until 5 days after an Action Alert has been sent out Valuation List Energy & Energy service
SER: July 27, 2023 – 3. Coverage & Valuation Lists Read More »
Previous Index Next Performance Review You can always find the most recent Action BUY List under Reports. Reminder We are long-term value investors and our intent is on helping individual investors create the best possible energy portfolios now while conditions are volatile. We recommend taking advantage of stocks when they are at low-risk entry points
SER: July 27, 2023 – 4. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We currently hold nine positions and have added to some of our holdings during periods of market weakness.We expect to add to currently owned positions over time, to BUY other ideas on our current Action BUY List and add new positions after we send out
SER: July 27, 2023 – 5. Ownership Disclosure List Read More »
August Real Production Cuts By OPEC+ Should Deterimine If Crude Remains Near US$80/b Or Falls Below US$70/b. Global Economic, Political & Military Update There is some good news on the inflation front to keep Central Banks from raising interest rates but also some data that is not supportive of this end of rate hikes optimistic
Eye on Energy: July 26 Read More »
From Market Challenges to Investment Opportunities Josef Schachter’s Energy Report Prepare to be captivated by the incredible journey of Josef Schachter, a man driven by his unwavering passion for the energy industry. Little did he know that his quest to empower individual investors would take an unexpected turn, leading him down a path filled with
Josef Schachter on Back to Business Read More »
