Investing Topics: Oil Demand

Electric Vehicles: Hype and Reality

By Elliott H. Gue on May. 3, 2018

Bloomberg New Energy Finance estimates that sales of passenger electric vehicles exceeded 1 million for the first time in 2017 and will top 1.5 million this year.

Electric Vehicles and Oil Demand

By Elliott H. Gue on Apr. 1, 2018

We examine the relationship between rising penetration of electric vehicles and growth in global oil demand.

Talking Tankers

By Elliott H. Gue on Mar. 3, 2016

The supply-demand balance for oil tankers will weaken over the next two years, with capacity additions outstripping demand growth related to emerging trade routes, global production trends and increasing oil consumption. Nevertheless, many tanker stocks trade at valuations last seen when the market faced much bigger challenges. Meanwhile, the outlook for refined-product tankers looks better, with a smaller order book and Saudi Arabia’s growing focus on exported value-added products instead of crude oil expected to keep the supply-demand balance relatively tight.

Portfolios & Ratings