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Articles by Global Resources
Continental Resources to Acquire 50% Interest in Phoenix Global Resources, Forming Joint Venture Operating Company with Mercuria Energy Group
Key Highlights: JV creates a Vaca Muerta portfolio spanning approximately 163,000 net acres across six blocks Greater than 28 kboepd of current production with a path to more than 100 kboepd Greater than $4 billion in expected capital deployment over the next five years , /PRNewswire/ -- Mercuria Energy Group ("Mercuria") held Phoenix Global Resources ("Phoenix") today announced that Continental Resources ("Continental") has signed a Heads of Agreement ("HOA") outlining a proposed transaction...
Webinar Registration | VanEck
Webinar details 2:00 PM US ET Duration 30 MIN Geopolitics have a major impact on global oil and LNG prices, often causing short-term spikes as markets react to disruptions. The recent attacks on Iran and the risk of escalation in a region central to global energy flows are a reminder of how quickly supply concerns can resurface. While these moves are sometimes temporary, today’s environment feels different.
The Global Power Crunch: The New Geopolitical and Economic Frontier
by Shawn Reynolds, Portfolio Manager, Global Resources, Van Eck Global power demand is surging, energy security is the new macro imperative and innovation across grids and generation is redefining what âsecure powerâ means for investors. Key Takeaways: Global power demand is surging as AI data centers, electrification and manufacturing re-shoring drive record electricity consumption worldwide.
Navigating Resource Equities in a Shifting Macro Landscape
Looking Ahead: Navigating an Evolving Landscape Our outlook, written before the April 2 announcement of new tariffs by the Trump Administration, anticipates continued challenges and uncertainty in commodity markets driven by trade policies, geopolitical tensions and broader macroeconomic trends. While tariffs remain a significant concern, their broader impact on global economic growth is the more pressing issue for commodities.
Our Portfolio Managers Weigh Impact of Trump’s Tariffs
As markets react to sweeping new tariffs, our portfolio managers weigh in on what this means for their respective asset classes and strategies. Markets were already on edge, and sweeping new tariffs from President Trump have added another level of complexity. To help investors make sense of the implications, we asked our portfolio managers two key questions: How do the new tariffs impact your asset class? What indicators should investors be watching?
Plan for 2025: Predictions from Our Portfolio Managers
Get your portfolio ready with detailed insights from VanEck’s investment team about the factors driving risk and returns in their respective asset classes. CEO Jan van Eck recently outlined four pivotal macroeconomic trends shaping the investment landscape heading into 2025: The U.S. faces a fiscal reckoning, with potential government spending cuts and persistent inflation risks underscoring the importance of diversified equity portfolios and robust inflation hedges.
Signs of Life in Global Resources
Quarterly insights from Global Resources Portfolio Manager Shawn Reynolds, featuring his unique views on natural resources and commodities. An expanded PDF version of this commentary, including fund specific information can be downloaded here. Oil Strength and A Late-Quarter Rally Lift Resources Geopolitical conflict and the specter of ongoing weakness in the Chinese economy continued to have an outsized impact on commodity prices for most of the quarter.
Resources Regroup for 2024
While global economic growth and inflation continue to influence commodities and resource equities, we believe the factors that propelled resource companies to their 2022 highs still exist. Quarterly insights from Global Resources Portfolio Manager Shawn Reynolds, featuring his unique views on natural resources and commodities. An expanded PDF version of this commentary, including fund specific information can be downloaded here.
Can Fundamentals Outweigh Uncertainties?
Oil companies extend their gains The third quarter of 2023 largely extended trends seen in the second quarter. The Oil & Gas sector continued its dominance within the resource equity landscape while most other sectors faced challenges. U.S. exploration & production (E&P) companies approached their November 2019 monthly crude oIl production record in July, achieving an output of 12.99 million barrels per day.
Webinar Registration | VanEck
Insights Natural Resources Many of the major factors propelling resource companies to their near-term highs in 2022 remain the same despite macroeconomic headwinds in the first half of this year. Commodity prices are mostly still above their decade-long averages, with persistent supply constraints across a number of key resources. Likewise, companies’ capital expenditures are still hovering at or near decades-long lows as they continue to improve their balance sheets.
Eyeing Opportunity for Rebound in Resources
Insights Natural Resources Despite the recent lackluster performance of resource equities, it is important to note that historically, overall cumulative returns tend to rebound effectively during periods of high inflation. Recent underperformance of resource equities amid uncharacteristically high inflation has been somewhat perplexing, yet is not entirely without precedence.
Webinar Registration | VanEck
Insights Natural Resources Resource equities still represent one of the most compelling investment opportunities out there today, in our view. Major producers of traditional resources continue to exhibit some of the most attractive valuations and highest returns of capital while operating in an environment of historically high inflation and near decades’-low investment in new supply.
3 Reasons to Hold Resource Equities
Important Disclosure Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this blog. This is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice.
A Masterclass in Sustainable Investing
By Shawn Reynolds, Portfolio Manager, Global Resources, Environmental Sustainability Integrating ESG into investment processes means analyzing data and engaging with investee companies through meaningful discussions. ESG Integration in VanEck's Natural Resource Funds The need to understand and formally integrate ESG into our investment process became clear in recent years as a strategy that focuses on global natural resources.
A Masterclass in Sustainable Investing
By Shawn Reynolds, Portfolio Manager, Global Resources, Environmental Sustainability Integrating ESG into investment processes means analyzing data and engaging with investee companies through meaningful discussions. ESG Integration in VanEcks Natural ResourceFunds The need to understand and formally integrate ESG into our investment process became clear in recent years as a strategy that focuses onglobal natural resources.
A Masterclass in Sustainable Investing
ESG Integration in VanEck’s Natural Resource Funds The need to understand and formally integrate ESG into our investment process became clear in recent years as a strategy that focuses on global natural resources. The key to ESG integration is to treat it no differently than how you think about the rest of your investment thesis around a company. There are operating statistics and financial metrics, and then there are E (environmental), S (social) and G (governance) metrics.
Meet Portfolio Manager Shawn Reynolds
I started my career back in the 80s. I got my original undergraduate degree in engineering and then I went on and got a graduate degree in petroleum geology and started my life as a petroleum geologist kind of exploring in the mid-continent of the United States and eventually around the world. I got interested in engineering and geology when I was in high school.
AIA - Accredited CEU Programs
Global stone resources - Sunday, August 7, 2022. Submitted by Shahinur. Welcome to Global Stone Resource. Take a look around and explore our complete product lines from our Natural Stone Veneer, Stone Panels, Slimline Stone, SlimBrick and Paving Stone + Tile. About Global stone resources Fitness trainers offer support and instruction to people as they exercise. They may specialize in one or more areas, including but not limited to aerobics, weight lifting, pilates, yoga, and dance.
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