Refined petroleum products are in short supply. They go by many names, including D2, gasoil, and diesel â and they keep the world economy running as they are used in mining equipment, harvesters, and trucks. [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy Cash Grab From an Oil Boom Christian DeHaemer | Nov 08, 2022 In May 2022, I put out a very strong bullish thesis titled âThe Oil Market in Seven Charts.â You can find it [here](. I wrote: Despite leading the market and having a booming year, the oil sector is still undervalued to the general market by at least 25%. And knowing the way that the oil market always overshoots â both going up and coming down â by the time the oil bull is over, the sector will be overvalued by at least 50%. Furthermore, due to the foolish energy policies now popular in the West, most large-cap energy stocks will easily double from here. Many small, little-known wildcatters will go on 1,000% runs. I was right on target, but we are only halfway there. Companies like Africa Oil (TSX: AOI), which I own, are up about 250%. But some companies like Journey Energy (TSX: JOY) are up 2,050%, rising from a very low bottom. Chinaâs "Smart Missile" Could Bring You a Six-Figure Payday Itâs a new type of "smart missile" so deadly that it can strike targets as far as 1,242 miles away faster than a speeding bullet. Thatâs the equivalent of firing a missile from New York City and hitting a target in Miami in less than 12 minutes. And for our local American forces... Chinaâs new weapon is the sum of all of their deadliest fears. But for the everyday investor? [It's the greatest wealth-building opportunity of the century.]( Oil Catalyst When I was writing in May, we had several catalysts for oil, including a reopening of the economy post-COVID, a return to in-person work, a reopening of China, and the looming Russian oil embargo on December 5. Some things have changed, but the bullish scenario for oil remains in place. China didnât reopen, and people didnât return to work. On the other side of the ledger, people did take more trips, and airlines are setting records. There has also been a slowdown in the growth of production in the shale fields. Unemployment among oil workers is at an all-time low. They couldn't hire enough people to pump more oil if they wanted to. OPEC has cut production quotas by 2 million barrels a day. This is mostly politics as OPEC couldnât hit those numbers anyway, but it does show that the cartel wonât even try to push production higher. China has said that it will slash export quotas by 56% in order to ensure its own supply. In the recent past, China was buying U.S. and Russian oil, refining it, and selling it to India or Europe. China aims to reduce product exports to zero by 2025. Mark Your Calendar: November 15, 2022, Could Make You Very Rich When this little-known tech company makes its announcement on November 15, 2022... it will send shock waves throughout the world. Googleâs CEO, Sundar Pichai, says itâs humanityâs most important invention. And the few people who know about it ahead of time could make millions. Because this company's new breakthrough â Invictus â is about to blow the doors off a $47 TRILLION revolution, transforming practically every aspect of society. [Let me show you how to get in before November 15, 2022.]( Gasoil Crunch It's the refined product that is in short supply. It goes by many names, including D2, gasoil, and diesel â and it keeps the world economy running as it is used in mining equipment, harvesters, and trucks. Refined products are in short supply in the U.S. because a number of refineries closed during the pandemic; there has also been a lack of investment in the sector due to political headwinds. Per a recent Bloomberg article, Goldman Sachs went on the record saying: Refining constraints can create a sharp wedge between where crude and product markets clear, making policy management of crude supply less effective at controlling consumer prices. Crack Is Wack This isnât just talk. Crack spreads are off the chart. [Crack Spread Chart] A crack spread is the difference between the cost of a barrel of crude and the petroleum products refined from it. Large crack spreads mean that refiners like Marathon (NYSE: MRO) are printing money. It also means that diesel prices are going to go up. Another winning sector will be oil tankers, especially those shipping tanker companies that specialize in moving D2 around the world. [QUIZ] 46 BILLION Barrels of Oil?! A massive $5.9 trillion oil boom is about to take place. Three tiny companies just acquired the rights to mine an untapped patch holding 46 billion barrels of oil in a mystery location... And it even has the potential to reach $9 trillion in value if prices reach $200 per barrel! So which country do you think will lead this upcoming oil surge? - Venezuela
- Saudi Arabia
- Canada
- Russia Think you know the answer? [See if youâre right!]( Price Fixing Sucks It should also be noted that there is a trend among countries to restrict exports of oil, put price caps on Russian oil, and establish âwindfallâ taxes on the oil industry. You only have to read a history book to realize why these ideas are not only stupid and wonât work but will also have the exact opposite effect that the elites believe they will. They will create scarcity and high prices. As an investor, you want to find a nonindustrial oil exporter that is making a lot of money from oil. That exporter is Guyana, which is expected to grow its GDP by 57.8% this year â by far the biggest in the world. The country found a massive 11-billion-barrel oil field offshore (30 total discoveries) that produces low-cost crude, which it is exporting to Europe. Guyana will be the big winner over the next three years. [Iâve written a free report to tell you all about it.]( One company I recommended is already up 29% since September. Donât sleep on this one â [act now](. To your wealth, [Christian DeHaemer Signature] Christian DeHaemer [[follow basic]Check us out on YouTube!]( Christian is the founder of [Bull and Bust Report]( and an editor at [Energy and Capital](. For more on Christian, see his editor's [page](. [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info [here]( including our privacy policy and information on how to manage your subscription. If you are interested in our other publications, please call our customer service team at [1-877-303-4529](tel:/18773034529).