The world's energy dynamic has changed, but is it for the better? [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy Welcome to the New World Energy Order Keith Kohl | Jan 13, 2023 Welcome to the new world energy order. It hopes you enjoy your stay. With the prospect of China finally reopening its doors to the world, the market is finding it harder and harder to be bearish on oil. Just think, yesterday oil was trading 2% higher despite the fact that both the American Petroleum Institute and the Energy Information Administration reported massive builds of U.S. crude oil stockpiles. So why exactly would an open China get oil traders excited? Well, I donât want to spoil their party, but itâs more than just oil fiends eagerly watching the Middle Kingdom closely. The easy answer is that getting their economy back on track would drive fuel demand higher in 2023. That means more crude oil imports directed toward Chinese refineries. Truth is, we wonât just watch oil prices rise â weâll see an all-out scramble for more energy... including coal and natural gas. Recently, Fitch Ratings reported that China will remain highly dependent on imports to meet its natural gas demand this year. In fact, we know that China is committed to increasing its natural gas consumption over the next few decades. In order to satisfy that demand, China will continue doing what it has been â relying on LNG imports. But letâs dig down a little deeper into that thirst for LNG⦠Are You Sick of Market Crashes Gutting Your Retirement Account? Thereâs a way to flip the market carnage into a legal fortuneâ¦Without shorting a single stockâ¦And without touching options, cryptos, or âmeme" stocks. This radical âblueprint'' could help anyone turn $500 into $1.2 million in under a year. [For more details, go here now.]( Wood Mackenzie has projected that Chinaâs LNG demand will bounce higher in 2023, increasing as much as 14% compared with 2022. Although this is certainly a reason to lean bullish on LNG in the long term, remember that the energy landscape has changed radically over the last two decades. Meanwhile, global coal demand officially hit a new all-time high in 2022, topping 8 billion tonnes! Keep in mind that China accounts for more than half of the worldâs coal consumption. But wait, it gets worse. You see, the worldâs third-largest energy consumer is right next door â India. Coal demand in India is expected to rise by 8% in 2023â2024, compared with last year. And you might be surprised by who the winners will be in this energy rush. The New World Energy Order Take a moment and think back to 2006. If we told people back then that the United States would be a powerhouse in global oil, natural gas, and coal production, both of us wouldâve been laughed out of the room in a blink of an eye. However, the worldâs energy dynamic has shifted dramatically since then, and nobody is laughing anymore. Unexpected Stock Could Rocket 30x Because
of the Chip Shortage Because of the unprecedented demand for tech devices around the world driven by the explosive growth of Bitcoin and crypto mining... the rapid adoption of electric vehicles... the rollout of 5G wireless networks... and countless other emerging technologies... Most chipmakers simply canât keep up. One CEO admitted âweâll be chasing supply for the next 10 years.â However, one American chip stock is perfectly positioned to dominate in this environment while its peers struggle. Over the next 90 days, shares could blast 30x higher. [Now is the time to get in on the action.]( Even the old OPEC from back in the day is a shell of its former self. The group was forced to join forces with several non-OPEC producers (most notably Russia) to maintain control over global supply. Even with sanctions placed on Russian oil, Russiaâs prime minister suggested that Russia may cut production by up to 700,000 barrels per day. Now that China will soon be sucking up every last barrel of oil, last ton of coal, and every cubic foot of natural gas that it can get its hands on, that puts other buyers in an unfortunate position. Immediately, your mind should wander to Europe. Why? Well, because while China was locked down, EU members were forced to ramp up their own energy imports, specifically LNG. If the mild winter Europe has experienced thus far reverses, things could get ugly quickly. But hereâs the catch⦠It doesnât matter if the continent manages to squeak through the winter of 2023 and avert an energy crisis. Russian energy has found a new home in China and India, and Putin has shown heâs clearly willing to let Europe suffer in the dark. And that, dear reader, leaves just one option left. But donât just take my word for it. [Check out the details for yourself.]( Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( Is Biden Scared to Use Domestic Oil? The Saudis have virtually the entire world at their complete mercy for oil. Just days ago, they raised their prices again, going over $120 per barrel. Still, President Biden refuses to use domestic oil â even though the U.S. is the worldâs top producer. With the summer driving season officially underway, Americans are going to feel pain at the pump with gas prices at $5 or $6 per gallon. But it doesnât matter if Biden likes domestic oil or not â demand for it like no other is on the way. And Iâm following three oil companies at the heart of this once-in-a-lifetime boom. But remember: Demand for oil is soaring, and prices are rising almost daily. [You must get in now before it reaches peak demand.]( [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).