The world has more oil than it needs, but a drop in crude prices this week to the lowest level in nearly five years may help slow production and boost demand. ...

Energy was the worst sector today with every component closing lower in the red. Performers include APA, Marathon Petroleum, Philips 66. Why are we seeing such a drastic move lower and will it continue.Joining us now, Bill Perkins. He is the founder, managing partner, and head trader for Skyler Capital, an energy focused fund. And Bill, it's great to have you back on the show.Welcome. >> Thanks. Great to be back.A lot to get into here, but first I do want to start with the move we've seen in crude oil uh an ...

HAPPEN. BLOOMBERG INTELLIGENCE SENIOR COMMODITIES STRATEGIST LIVE FROM MIAMI. MIKE, YOU SAID IT WOULD GO DOWN TO MAYBE 40 AS A MATTER OF FACT.I WONDER IF YOU CAN REMIND US OF THE TRENDS WE ARE SEEING. THIS IS SUPPOSED BE WINTER SEASON, ISN'T OIL SUPPOSED TO BE MORE EXPENSIVE. MIKE: IT IS NICE TO GET A FEW RIGHT.IF YOU WANT TO TALK ABOUT THE WINTER SEASON, NATURAL GAS HAS COLLAPSED. LET'S GO OVER WITH WHAT YOU STARTED WITH, CRUDE OIL. $55 A BARREL, NEW LOW FOR THE YEAR TODAY.IT IS MORE LIKELY TO BE MORE TOWA ...

The US oil benchmark fell to its lowest level since February 2021, with traders weighing renewed signs of optimism surrounding a deal to end the war in Ukraine and mixed economic data from China. West Texas Intermediate settled below $57 a barrel in thin trading ahead of the Christmas and New Year holidays, sliding as stocks wavered. US negotiators offered more substantial security guarantees to Kyiv in a renewed bid to clinch a deal, though the effort still appeared part of a bid to pressure Ukrainian Pr ...

January WTI crude oil (CLF26) on Monday closed down -0.62 (-1.08%), and January RBOB gasoline (RBF26) closed down -0.0198 (-1.13%). Crude oil and gasoline prices were under pressure on Monday, with crude oil falling to a 1.75-month low and gasoline posting a 4.75-year nearest-futures low.  Concerns about global energy demand are weighing on crude prices amid weaker-than-expected Chinese economic news.  Also, Monday's decline in the S&P 500 to a 2-week low dampens optimism about the economic outlook, which ...

China’s latest oil import data has been rather bullish, with November imports rising 5% year on year. Not only that, but China is building new storage capacity, so it can keep buying more crude, instead of demonstrating that its oil demand growth is weakening, as forecasters say. China is making oil demand forecasting uncertain. FGE NexantECA, for instance, recently reported that China’s apparent demand in October had been revised downwards to 14.6 million barrels of crude daily, or 570,000 barrels daily ...

Key Takeaways Suncor's 2026 guidance targets higher upstream production and strong refining utilization.SU plans C$5.7B in 2026 capex focused on sustaining capital and select high-value projects.Suncor increased monthly buybacks by 10%, targeting C$3.3B in 2026 and returning all excess funds.Suncor Energy Inc. (SU) has released its 2026 corporate guidance, reinforcing its commitment to operational excellence, disciplined capital allocation and sustained shareholder value creation. Building on two years of r ...

技术趋势分析 - 原油价格处于明确的更大下行趋势中，近期跌势加速，50日移动平均线已多次压制反弹并形成更低的高点 [1] - 尽管技术态势明显看跌，但自10月摆动高点回落以来，整体波动性出人意料地保持低迷 [1] 关键价格水平与支撑 - 原油价格目前位于一个庞大且具有历史意义的关键支撑带上方，该支撑带向下延伸至2025年低点55.23美元 [2] - 10月份出现的急剧看涨反转显示了真实的买方信念，若此区域能够守住，技术形态仍暗示可能出现另一轮需求激增 [2] - 即使短期价格走低，这一主要支撑区域的存在也意味着下行空间可能受限 [2] 趋势反转条件 - 任何向看涨控制的实质性转变，首先需要持续突破近期较低的摆动高点60.56美元，以发出短期趋势改变的信号 [3] - 更激进的交易者正关注能否初步收复周三的三日高点59.22美元以及20日移动平均线附近的59.11美元 [3] - 10日与20日移动平均线目前与一条下降趋势线交汇，形成了一个重要性增强的强化阻力区域 [3] 近期前景与关键阈值 - 原油价格持续阴跌，已接近关键的88.6%斐波那契回撤位及数月低点区域 [4] - 若日收盘价低于57.04美元至57.21美元区间，将开启向更广泛的55美元至57美元支撑带加速下跌的大门 [4] - 若能在此区域获得支撑，则仍存在出现类似10月份那种急剧反转的可能性 [4] - 在价格未能有效突破并站稳在59.11美元至59.22美元这一交汇区域上方之前，空头仍完全掌控局面 [4]

地缘政治与石油供应 - 美国正计划在委内瑞拉海岸扣押更多运输委内瑞拉原油的油轮 以加大对马杜罗政府的施压 [1][3] - 美国周三扣押了一艘涉嫌将石油从委内瑞拉运往伊朗的油轮 此举表明白宫正计划针对委内瑞拉石油出口发起更广泛的行动 [2] - 石油市场目前关注乌克兰和平谈判 尚未对潜在的供应重大中断风险做出反应 [2] 石油市场价格表现 - 美国西德克萨斯中质原油价格下跌1.04美元 跌幅1.78% 至每桶57.42美元 [2] - 全球基准布伦特原油价格下跌1.10美元 跌幅1.77% 至每桶61.11美元 [2]

宏观经济与市场环境 - 美国经济面临持续的通胀压力与就业增长放缓 美联储年内已第三次降息[1] - 关税、供应链压力以及不均衡的商业投资正在拖累经济增长[1] - 复杂的市场信号使得散户投资者难以解读并获取稳健回报[1] 核心投资策略 - 当前环境下 传统的选股方法是一个好主意 相较于以盈利为中心的指标 销售增长为评估股票提供了更可靠的视角[2] - 销售增长是衡量公司基本业务动能的清晰指标之一 它反映了对公司产品或服务的真实需求 不易受会计选择或临时成本调整的影响[3] - 持续的销售增长表明公司正在加强其市场地位、吸引新客户或拓展新领域 通常是未来盈利改善、经营杠杆和股东价值创造的早期预测指标[3] - 收入趋势不仅具有绝对价值 在与竞争对手及经济状况的比较中也很有价值 持续的销售增长支持更可预测的现金流 使管理层有杠杆进行再投资、寻求战略机会并保持稳定[4] 股票筛选标准 - 筛选标准包括：五年历史销售增长率高于行业水平 且现金流超过5亿美元[5] - 市销率低于行业水平 该比率越低 投资者为每单位销售额支付的价格越低[6] - 未来一年销售预估修正百分比在过去四周内高于行业水平 优于行业的预估修正通常会引发股价上涨[6] - 过去五年平均营业利润率大于5% 高比率表明公司成本控制良好 且销售增长快于成本增长[7] - 净资产收益率大于5% 这确保了销售增长转化为利润 且公司未囤积现金 高ROE意味着公司支出明智且很可能盈利[8] - Zacks评级小于或等于2 即评级为1或2的股票 无论市场环境如何 通常表现优于大盘[8] 重点推荐公司 - 筛选出的五只股票为：Vertiv Holdings Co、RenaissanceRe Holdings Ltd.、Ameren Corporation、Canadian Natural Resources Limited 和 FedEx Corporation[2][9] - 这些公司因强劲的销售增长和稳固的现金流状况而被推荐 筛选标准包括低市销率、销售预估上修和高营业利润率[10] - Vertiv 预计2025年销售增长率为27.5% 目前Zacks评级为1[10][11] - Ameren 预计2025年销售增长率为17.7% 目前Zacks评级为2[10][13] - RenaissanceRe 预计2025年销售增长率为3.4% 目前Zacks评级为1[12] - Canadian Natural Resources 预计2025年销售增长率为5.9% 目前Zacks评级为2[14] - FedEx 预计2026财年销售增长率为4.6% 目前Zacks评级为2[15] 公司业务简介 - Vertiv 总部位于俄亥俄州韦斯特维尔 是全球关键数字基础设施和服务的领先提供商 服务于数据中心、通信网络以及商业和工业环境[11] - RenaissanceRe 总部位于百慕大 主要向全球保险公司和再保险公司提供财产巨灾再保险 并提供某些特定险种的再保险以及美国部分地区的房主保险[12] - Ameren 总部位于密苏里州圣路易斯 是一家在密苏里州和伊利诺伊州发电和配电的公用事业公司 为近250万电力客户和超过90万天然气客户提供服务[13] - Canadian Natural Resources 总部位于加拿大卡尔加里 是加拿大最大的独立能源公司之一 从事石油和天然气的勘探、开发和生产[14] - FedEx 总部位于田纳西州孟菲斯 是全球快递服务的领导者 通过旗下公司提供广泛的运输、电子商务和商业服务[15]