Oil above $100 won't climb for-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Oil above $100 won't climb forever.

demand destruction kicks in eventually, growth slows. Supply shocks could push it higher, but expect a bumpy ride, not a straight rally.

Winners: low cost energy producers with solid balance sheets, plus oilfield services and pipelines as spending ramps up.

Losers: airlines, transport, fuel heavy businesses. Consumer discretionary takes a hit too, manufacturers feel margin pressure.

I wouldn't chase oil after a rally though. I'd rather own businesses that benefit without depending on it.

Modified in.09-12

🎁 Write & Win | Higher for Longer: How Would You Invest?

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Comments

twizzy
09-14
twizzy
Above 80, free cash flow gets silly for low cost names, but capital discipline matters more than volume now. Buybacks and dividends are doing the heavy lifting
- Investforget:
  Exactly. Once oil gets that high, capital discipline becomes just as important as production growth.
BerthaAntoinette
09-14
BerthaAntoinette
Pipelines still look like the cleaner long hold to me. Cash flows and payouts are steadier, and they do not need oil to go vertical
- Investforget:
  Pipelines offer a different way to play energy without needing oil prices to keep climbing.

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