Oil and Gas Demand Commodities Economics Energy by Matt - August 30, 2017July 10, 20180 Here is a post focused on what influences energy demand - namely oil. This macro understanding is key for speaking to why the oil price is where it is as well as to inform an educated forecast - a common question in interviews for sales & trading, oil & gas
Oil and Gas Reserves and Resources Commodities Exploration & Production by Matt - August 24, 2017July 25, 20200 Oil reserves represent current and future value that can be quantified and compared among companies. However, while the absolute quantity of oil or oil equivalent tells a story, the more important figure is the Net Present Value (NPV) of the oil (which must be sensitized to different assumed long-term oil prices)
Steel Industry Trends Commodities Metals & Mining Trends by Matt - August 3, 2017July 10, 20180 Steel has re-emerged as a political and economic topic as the Trump Administration looks to make it a focus area for trade imbalance and potential tariffs. China and Canada are two countries that will be affected by any escalation of rhetoric - although a reduction in supply may be compatible with
Analyzing Oil Sands Stocks Canada Commodities Exploration & Production by Matt - July 24, 2017February 19, 20180 The oil supply-demand paradigm is always changing, and this year has been no different with OPEC struggling to justify continued production cuts as any rise in oil price has resulted in widespread hedging by US shale oil producers - who can lock in profits for production in the next year while
Trends in Oil & Gas Commodities Energy Trends by Matt - July 22, 2017July 10, 20180 We have written fairly extensively on oil, but gas is becoming increasingly important in the energy space as improving technology, relatively less carbon footprint and abundance of the resource push gas away from its historical use for power generation more into petrochemicals and as an alternative fuel to gasoline (even
Metals & Mining Streaming Primer Canada Commodities Metals & Mining by Matt - July 20, 2017February 19, 20180 Metals Streaming as a Financing Mechanism Streaming is a relatively new method of financing mining projects. The business model generally follows a pattern where the streamer pays a lump sum fee to a resource partner (the actual operator of the mine) in need of financing (presumably because the operating company lacks
Precious Metals – Gold, Silver and PGM Canada Commodities Gold Metals & Mining by Karl - July 14, 2017February 20, 20180 This article is a guest post by a metals & mining investment banker at a global bank. There are a bunch of metals and mining investment banking jobs open at the moment, so this post is timely for anyone who is interested in the sector. The great thing about mining jobs
Oil and the Canadian Economy Canada Commodities Energy Infrastructure Railroads by Matt - June 23, 2017July 10, 20180 Canada Oil and Gas Industry Primer Energy is one of the most important industries in Canada, as Canada has one of the largest energy resources in the world after Saudi Arabia and Venezuela (Venezuelan reserves are widely accepted by energy professionals to be overstated). Energy companies are some of Canada’s largest by market cap
The Economy in Chile Commodities Metals & Mining South America by Matt - April 1, 2017July 10, 20180 Due to anemic Canadian growth in the current economic environment and the foreseeable future, Sell Side Handbook is adopting Latin American coverage and will be discontinuing Canadian commentary This was supposed to be an April Fools joke. It was not very funny. Overview of Chilean Industry and Latin American Business Environment After a
Macroeconomic Drivers of the Price of Oil on the Supply Side Canada Commodities Energy Exploration & Production Sales & Trading by Matt - March 20, 2017February 25, 20180 With oil prices having a large effect on the Canadian dollar and GDP growth, it is important for investors and financial professionals to understand the macroeconomic variables and geopolitical actions that can influence the oil price. However, everything can be boiled down to something that affects 1) demand; 2) supply;