Análisis Sector Petróleo (XOM, CVX y RDS)

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https://www.freepik.com

Introducción

Situación actual del sector

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https://corporate.exxonmobil.com/-/media/Global/Files/investor-relations/quarterly-earnings/presentation-materials/2019-presentation-materials/earnings-presentation-4q.pdf
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https://chevroncorp.gcs-web.com/static-files/54f72269-368e-4c42-9288-0090536abd78
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https://www.aei.org/carpe-diem/animated-chart-of-the-day-oil-production-in-americas-big-three-oil-fields-bakken-eagle-ford-and-permian-basin/
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https://corporate.exxonmobil.com/-/media/Global/Files/investor-relations/quarterly-earnings/presentation-materials/2019-presentation-materials/earnings-presentation-4q.pdf
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https://chevroncorp.gcs-web.com/static-files/54f72269-368e-4c42-9288-0090536abd78
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https://www.eia.gov/tools/faqs/faq.php?id=709&t=6
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https://www.eia.gov/
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https://chevroncorp.gcs-web.com/static-files/54f72269-368e-4c42-9288-0090536abd78

“When the clouds seem darkest overhead for an industry, that is often when the tide turns. When you’re investing in cyclical stocks, that’s the time to yell, «Surf’s up!»” — The Motley Fool

Transición de Shell hacia energías más limpias

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https://www.shell.com/investors/financial-reporting/quarterly-results/2019/q4-2019/_jcr_content/par/textimage_400875472.stream/1580396499592/8294dc96775e366a37b19ea982d9ff74a271e7b2/q4-2019-results-webcast-presentation-slides.pdf

«It’s important to understand that oil and renewables do different things. Wind and solar are for power generation, so they don’t replace oil. About 70% of all oil produced is used for transportation fuel. Renewables are good projects, but they don’t get us off of foreign oil» — T Boone Pickens (Texas Oil Investor)

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https://chevroncorp.gcs-web.com/static-files/54f72269-368e-4c42-9288-0090536abd78

Compras de empresas del sector realizadas en febrero

Comparativa de las 3 empresas en cartera

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Elaboración propia con datos publicados por las Compañías
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https://corporate.exxonmobil.com/-/media/Global/Files/investor-relations/quarterly-earnings/presentation-materials/2019-presentation-materials/earnings-presentation-4q.pdf
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Elaboración propia con datos publicados por la Compañía
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https://corporate.exxonmobil.com/-/media/Global/Files/investor-relations/quarterly-earnings/presentation-materials/2019-presentation-materials/earnings-presentation-4q.pdf
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https://chevroncorp.gcs-web.com/static-files/54f72269-368e-4c42-9288-0090536abd78
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Elaboración propia con datos publicados por la Compañía

Conclusión

Despedida

Inversor DGI (dividend growth Investing) en búsqueda de la IF, apasionado de los mercados y de todo lo que pasa en el mundo...aprendiendo de los errores

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