President Donald Trump’s pro-oil policies have significantly impacted various sectors within the energy industry. Companies involved in oil and gas exploration, production, and services have notably benefited from these policy shifts. Oil and Gas Exploration and Production Companies: •$Exxon Mobil (XOM.US)$: As a major player in the oil industry, Exxon Mobil stands to gain from policies that encourage increased fossil fuel production and reduced regulatory const...
New Energy Although Trump is not quite "enthusiastic" about new energy subsidies, the trend of new energy development hasn't stopped. New energy enterprises with a global presence are very shrewd. They are dodging the "hidden arrows" of policies on one hand, and secretly looking for opportunities on the other. Take enterprises like LONGi Green Energy and JinkoSolar for example. Their production c...
Donald Trump's second term began with bold declarations and swift action. His inaugural address emphasized an "America First" agenda, tackling inflation, energy independence, and border security. On day one, he signed executive orders and outlined policies that set the tone for his presidency. But what does this mean for the markets? Let's break down his priorities and the stocks that ...
10baggerbamm
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you're incorrect saying that drill baby drill benefits oil companies. they're underlying commodity with an increase in supply will result in significantly lower prices it's economics 101. it's exact same thing that happened during the Trump first administration and if you look at the performance of large oil companies and intermediate oil companies they were down between 30 and 70% under Trump's first term.. I think you should go look at history and see the impact on these companies stock prices as a result of lower oil prices
YZRolling
10baggerbamm
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While increased supply can lead to lower commodity prices, large oil companies often offset this with operational efficiencies, diversification, and downstream operations (refining and chemicals), which benefit from cheaper crude. On the other hand, stock prices aren't solely tied to oil prices. Broader economic trends, geopolitical events, and company-specific factors (like debt management and cost control) also influence performance.
A Humble Mooer
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I get people WANT to view this positively. I'm trying to find opportunities in Trumps actions too. This analysis though is so positive it borders on a little delusional.
10baggerbamm
A Humble Mooer
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well you have to look at it very basic if you're operating a company in one of your biggest expenses is fuel and that price goes down everything else being equal your margins and profits go up. so that's your cruise liners all your cruise companies pick the best one because as long as discretionary income increases and it will when oil prices fall you have more money people are going to accelerate they're bookings for cruise ships. the cost of their fuel is going to go down significantly. I would tell people to look at that before airlines airlines have a lot of other problems unions at the top of the list Boeing aircraft but the cruise ships don't have to deal with that issue you just have to worry about another epidemic potentially. additionally you have Federal Express and UPS UPS is played with surprisingly enough union problems Federal Express doesn't have that issue to contend with same thing their profit margins are going to go up when the cost of jet fuel goes down which means the stock price will go up. so go down the list of companies that use the most fuel it's a very basic approach but it absolutely will work. lastly is the trade that I have a large position in I'm going to be buying every week and it's going to be for me a multi-million dollar position. I believe what Trump said he will do promises me promises kept red or blue oil prices will fall that is a fact no they're not going to fall to what they were in the first term because of coded where it went negative $22 a barrel. you will have oil prices in the low 50s maybe high 40s at some point in time. DRIP this is a leveraged ETF that's a inverse ETF to the price of oil. does oil falls and natural gas falls and as the stocks start having their margins deteriorate because the commodity that they're producing is worth less. Lowe's stocks fall and this ETF goes straight up. this is going to be a slow grind it is not going to spike $2 $3 in a day. it will move up a few pennies and we'll move down a few pennies but if you believe what president Trump said that within 12 months of my inauguration that would be yesterday oil prices will be down 50%. this ETF will be in the twenties
U.S. natural gas prices, which saw a significant increase last year, had risen an additional 6.87% since the beginning of this year as of January 14. International crude oil prices had also climbed by 8.21% this year, marking their highest increase in nearly 5 months. What was behind the strong start for oil and gas? Factors Affecting Oil and Gas Price Fluctuations 1. Unstable Energy Supply Geopolitical risks are an important ...
Trump’s second-term Cabinet nominations are nearly complete. What are the core economic ideologies of this team? This article uses visuals and analysis to provide a deeper understanding for readers. 1. Who’s on Trump’s team? What are their primary responsibilities? 2. Economic ideologies of Cabinet members in policy-related roles 3. Economic ideologies of non-Cabinet members in policy-related roles 4. Impacts...
Since Donald Trump's election win on Nov. 6, the "Trump trade" has accelerated, driving U.S.$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$to 4.5%, the dollar index past 108,$Bitcoin (BTC.CC)$near $100,000, and gold prices lower. Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
Portfolio diversification is the strategy of spreading investments across different assets, sectors, industries, and geographical regions to reduce the overall risk of the portfolio. The idea is that by holding a variety of investments, the overall performance of the portfolio will be less dependent on the performance of any single investment, reducing the risk of large losses. Why is Portfolio Diversification Important? 1. Risk Reduction: Diversification...
Donald Trump wins US presidency, igniting a "Trump Trade" surge in financial markets.$Trump Media & Technology (DJT.US)$was the most volatile, skyrocketing over 35% in pre-market trading on Wednesday.$Tesla (TSLA.US)$shares climbed more than 15%, while$Bitcoin (BTC.CC)$briefly surpassed $75,000, reaching a record high. Among major assets, the U.S. Dollar Index climbed as much as 1.6%, reaching its highest level in a year. U.S. Trea...
ConocoPhillips Stock Forum
Oil and Gas Exploration and Production Companies:
• $Exxon Mobil (XOM.US)$: As a major player in the oil industry, Exxon Mobil stands to gain from policies that encourage increased fossil fuel production and reduced regulatory const...
Although Trump is not quite "enthusiastic" about new energy subsidies, the trend of new energy development hasn't stopped. New energy enterprises with a global presence are very shrewd. They are dodging the "hidden arrows" of policies on one hand, and secretly looking for opportunities on the other. Take enterprises like LONGi Green Energy and JinkoSolar for example. Their production c...
Factors Affecting Oil and Gas Price Fluctuations
1. Unstable Energy Supply
Geopolitical risks are an important ...
why down? No "Drill baby drill"? 🤔
1. Who’s on Trump’s team? What are their primary responsibilities?
2. Economic ideologies of Cabinet members in policy-related roles
3. Economic ideologies of non-Cabinet members in policy-related roles
4. Impacts...
Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
Why is Portfolio Diversification Important?
1. Risk Reduction:
Diversification...
Among major assets, the U.S. Dollar Index climbed as much as 1.6%, reaching its highest level in a year. U.S. Trea...
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