Weekend Show – Marc Chandler & Dan Steffens – Market & Commodities Recap: Oil, Nat Gas, Gold and Markets All Higher, Inflation Data Recap
Welcome to the KE Report Weekend Show! This weekend we recap recent US inflation data, discuss what could come from Trump’s inauguration on Monday, and discuss the move higher in energy (oil and natural gas), gold and US markets. The second half of the show is very much focused on what’s driving oil and nat gas higher and the opportunities in the underlying equities.
Shad and I will be at the Metals Investor Forum (MIF) on Saturday and Vancouver Resource Conference (VRIC) on Sunday and Monday in Vancouver. If you are in town and would like to meet up please email us at Fleck@kereport.com and Shad@kereport.com.
- Segment 1 & 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market kicks off the show recapping significant market moves and economic data, including the latest US inflation figures and their implications for Fed policy. We also discuss upcoming central bank meetings and the inauguration of President Trump, along with potential impacts on the markets. Marc provides a detailed analysis of the US economy, inflation trends, energy prices, and their potential influences on future inflation data. Additionally, we delve into the rising trends in gold and cryptocurrencies, particularly Bitcoin.
- Segment 3 and 4 – Dan Steffens, President of the Energy Prospectus Group wraps up the show by shifting our focus to the energy sector with a dive into oil and natural gas markets. We discuss the recent rise in natural gas and oil prices, driven by a combination of colder weather, diminishing storage surpluses, and increased LNG exports. Dan covers specific companies poised to benefit from higher natural gas prices, such as Antero Resources and Crescent Energy, and explores the broader market dynamics, including pipeline limitations and international factors. Additionally, the conversation touches on oil market trends, potential political impacts under a Trump administration, and promising opportunities in oil services and pipeline companies. We wrap up with an analysis of Kolibri Global Energy’s (KGEI) growth prospects.
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Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.
If anyone can answer this question, if we need heavy oil to produce diesel fuel and we have to rely on Venezuela and Canada for most of it and we produce mostly light crude in USA why don’t we start to build new refineries here in USA that can use our light oil to make our gas and diesel ??
I know it is about cost but if we use technology and start to build little at time in future we can be totally efficient using our own oil and eliminate all this shipping our oil around world and bringing in heavy oil I would think we would save ton of money and be lot better off years from now.
This country wastes lot money and we give away ton money to other countries we need to start being independent and self efficient when it comes to energy and things that we need for our national security, the world is not going to stop getting harder to deal with, learn from past, Russia, China, etc that control lot of things we need to make weapons, drugs for medicine etc and if we are at war they won’t hesitate to stop flow of this products to slow us down. We need together with our Allies to produce what we need and not rely on our enemies for national security products, Trump wants to buy Greenland for that purpose but we all know he just pushing buttons to bring to light the importance of friendly countries we need to produce raw products instead of relying on chains etc for those raw minerals, make partnership with these countries and in return they will trade with us and we can put a major military base there and protect them like we protect Asian Pacific, Europe, middle east, and south Korea, Japan.
I will stop rambling on but you get idea what I’m saying, let’s start with refineries.
HELLO……….. DO NOT FORGET THE…….. ORPHAN SECTION………….. thanks……………… 🙂
Hi Jerry, Ex is neglecting the orphans again. He’s probably having a tailgate party at the beach. That guy has too much (food) on his plate! LOL! DT
https://www.tradingview.com/x/dqk1XRfO/
NatGas Update : Top, or Correction?