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Paul Gooden

As seen in: Business Day, Money (Australia), ESG Clarity, Firstlinks, WealthBriefing, Currency News Za
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Articles by Paul Gooden

If Oil Inventories Shrink: A Reckoning In The Making

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By Paul Gooden
| WealthBriefing Verified
Whatever happens as a result of the developments in the Gulf region of the Middle East, investors and advisors must consider a "what-if" of declining oil and gas inventories for a period of time, the author argues. The following article is from Paul Gooden (pictured below), portfolio manager and head of natural resources, Ninety One, an asset management business that is headquartered in the UK.
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Australia equities: Asset allocation outlook May 2026

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By Noel Whittaker Verified, John Abernethy, Paul Gooden
| Firstlinks
Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming." Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter." Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly." Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you.
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If the oil runs out …

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By Paul Gooden
| Currency News Za
There is a point, somewhere around early August, when the global oil market runs out of road. That is not scaremongering. It is arithmetic, and it is worth understanding the working. The trigger is the double blockade of the Strait of Hormuz, the narrow waterway through which roughly 20-million barrels of oil per day would ordinarily flow. With that corridor constrained, the world is drawing down its reserves at an unsustainable pace.
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Oil shock: When geopolitics shuts the taps

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By Paul Gooden
| Money (Australia) Verified
The effective closure of the Strait of Hormuz has jolted oil markets, exposing the scale of geopolitical risk embedded in global energy supply. Oil markets have reacted violently to the latest escalation in the Middle East, with prices briefly surging more than 25% to above $118 per barrel before easing somewhat. The catalyst is the effective closure of the Strait of Hormuz, the most important artery in the global energy system.
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Three reasons clean energy stocks could come back in 2024

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By Natalie Kenway, Paul Gooden
| ESG Clarity Verified
High interest rates and a weaker global economy have been headwinds for clean energy equities over the past year. The growth some had expected did not quite materialise, and the MSCI Global Alternative Energy Index fell 27% in 2023, down 50% from its 2021 highs. Yet despite the weak performance in publicly listed companies, the installation of global renewable power generation increased by nearly half in 2023, and in 2024 there are reasons for optimism.
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