Agregador de canales de noticias

As demand eventually dwindles, some oil producers will be keener than others to turn reserves into cash

It is no longer the preserve of the pregnant or religious

La oportunidad de invertir en el mercado de empresas de pequeña y mediana capitalización es muy buena en sectores relacionados con el ASG. 

 Leer

Can I share this graphic?
Yes. Visualizations are free to share and post in their original form across the web—even for publishers. Please link back to this page and attribute Visual Capitalist.

When do I need a license?
Licenses are required for some commercial uses, translations, or layout modifications. You can even white label our visualizations. Explore your options.

Interested in this piece?
Click here to license this visualization.

▼ Use This Visualizationa.bg-showmore-plg-link:hover,a.bg-showmore-plg-link:active,a.bg-showmore-plg-link:focus{color:#0071bb;}

Breaking Down America’s Energy Consumption in 2020

The United States relies on a complex mix of energy sources to fuel the country’s various end-sectors’ energy consumption.

While this energy mix is still dominated by fossil fuels, there are signs of a steady shift to renewable energy over the past decade.

This radial Sankey diagram using data from the EIA (Energy Information Administration) breaks down U.S. energy consumption in 2020, showing us how much each sector relies on various energy sources.

The Balance of Energy Production and Consumption

In 2019 and now in 2020, America’s domestic energy production has actually been greater than its consumption—a development that hasn’t taken place since 1957.

Last year’s numbers were severely impacted by the COVID-19 pandemic, seeing a 5% drop in energy production and a 7% drop in consumption compared to 2019. Total energy production and consumption for 2020 came in at 95.75 and 92.94 quads respectively.

The energy amounts are equalized and measured in quadrillion BTUs (British thermal units), also known as quads. A quad is a huge amount of energy, equivalent to 183 million barrels of petroleum or 36 million tonnes of coal.

So how is America’s overall energy production and consumption split between energy sources?

U.S. Energy Production and Consumption Share by Source Energy SourcePercentage of U.S. Energy ProductionPercentage of U.S. Energy Consumption Petroleum32%35% Natural Gas36%34% Renewable Energy12%12% Coal11%10% Nuclear9%9%

Source: IEA

America’s new margin of energy production over consumption has resulted in the country being a net total energy exporter again, providing some flexibility as the country continues its transition towards more sustainable and renewable energy sources.

Fossil Fuels Still Dominate U.S. Energy Consumption

While America’s mix of energy consumption is fairly diverse, 79% of domestic energy consumption still originates from fossil fuels. Petroleum powers over 90% of the transportation sector’s consumption, and natural gas and petroleum make up 74% of the industrial sector’s direct energy consumption.

There are signs of change as consumption of the dirtiest fossil fuel, coal, has declined more than 58% since its peak in 2005. Coinciding with this declining coal dependence, consumption from renewable energy has increased for six years straight, setting record highs again in 2020.

However, fossil fuels still make up 79% of U.S. energy consumption, with renewables and nuclear accounting for the remaining 21%. The table below looks at the share of specific renewable energy sources in 2020.

Distribution of Renewable Energy Sources Renewable Energy Source2020 Energy Consumption in QuadsShare of 2020 Renewable Energy Consumption Biomass4.5239% Wind3.0126% Hydroelectric2.5522% Solar1.2711% Geothermal0.232%

Source: IEA

The Nuclear Necessity for a Zero-Emission Energy Transition

It’s not all up to renewable energy sources to clean up America’s energy mix, as nuclear power will play a vital role in reducing carbon emissions. Technically not a renewable energy source due to uranium’s finite nature, nuclear energy is still a zero-emission energy that has provided around 20% of total annual U.S. electricity since 1990.

Support for nuclear power has been growing slowly, and last year was the first which saw nuclear electricity generation overtake coal. However, this might not last as three nuclear plants including New York’s Indian Point nuclear plant are set to be decommissioned in 2021, with a fourth plant scheduled for retirement in 2022.

It’s worth noting that while other countries might have a higher share of nuclear energy in their total electricity generation, the U.S. still has the largest nuclear generation capacity worldwide and has generated more nuclear electricity than any other country in the world.

Converting Energy to Electricity

The energy produced by nuclear power plants doesn’t go directly to its end-use sector, rather, 100% of nuclear energy in the U.S. is converted to electricity which is sold to consumers. Along with nuclear, most energy sources aside from petroleum are primarily converted to electricity.

Unfortunately, electricity conversion is a fairly inefficient process, with around 65% of the energy lost in the conversion, transmission, and distribution of electricity.

This necessary but wasteful step allows for the storage of energy in electrical form, ensuring that it can be distributed properly. Working towards more efficient methods of energy to electricity conversion is an often forgotten aspect of reducing wasted energy.

Despite the dip in 2020, both energy production and consumption in the U.S. are forecasted to continue rising. As Biden aims to reduce greenhouse gas emissions by 50% by 2030 (from 2005 emission levels), U.S. energy consumption will inevitably continue to shift away from fossil fuels and towards renewable and nuclear energy.

The post Visualizing the Flow of U.S. Energy Consumption appeared first on Visual Capitalist.

Sus aciertos y errores le permitieron vencer a Hitler. Leer

Las prisas políticas, el deseo de controlar la televisión pública, lleva a caminos como el declarado inconstitucional. Lo más relevante es que ese camino se basa en una subversión constitucional de primer nivel: convertir al Gobierno en legislador, además en un ámbito tan sensible y protegido como la garantía de las libertades. Leer

Es responsabilidad de Pedro Sánchez propiciar el consenso que alumbre un proyecto integrador para quienes viven y trabajan en España. No podemos continuar cargando el ajuste de las pensiones en las rentas de nuestros hijos y nietos. Ningún proyecto de país se puede construir de espaldas a una gran parte de los ciudadanos. Leer

En el año 2021 el conjunto de la economía mundial crecerá más que los países emergentes, un hecho inédito hasta ahora. Leer

Debe acelerarse la tramitación de la ley de 'start up' para que sea otra palanca de la recuperación. Leer

El Nasdaq empezó la sesión con dudas en terreno positivo y se ha mantenido en alzas.

Aunque los indicadores comienzan a desacelerar, aún lo hacen a niveles que siguen siendo muy altos. Y el mercado no parece preocupado por ello. La desaceleración en la parte manufacturera de la economía puede ser más evidente en los próximos meses pero el riesgo creo que sigue estando por la parte de los tipos de interés. La inflación y el mercado laboral pueden seguir calientes.

En el vídeo también vemos algunos gráficos de posicionamiento de los inversores que, aunque a corto plazo 1-3 meses nos dicen poco, pensando a medio plazo 6-18 meses no nos invitan a ser optimistas en cuanto al rendimiento que nos puede dar desde aquí la renta variable. Toca estar atentos ante cualquier cambio de comportamiento en los mercados.

Para recibir la mejor información diaria apúntate al DIARIO DE MERCADOS en:

https://www.bolsaconcabeza.com/diario-de-mercados

¿Quieres saber qué activos lo hacen mejor cuando la economía acelera? Apúntate a la Guía de inversión:

https://www.bolsaconcabeza.com/gu%C3%ADa-de-inversi%C3%B3n

Twitter: @bolsaconcabeza

5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Roaring Labor Market – Is this really the sort of “inflation” that destabilizes an economy? ►Corporate Earnings – If you think the labor ma...

The post Corporate Profits and Workers’ Wages on Fire appeared first on The Reformed Broker.

Conociendo el Mundo en tiempo real...

El Ejecutivo lanza a audiencia pública el anteproyecto de la ley de start up, que incluye una batería de medidas que se centran en la atracción de talento e inversión internacional. Leer

'The power of creative destruction' valora la fuerza del capitalismo. Leer

Last week Robinhood filed their S-1 to register for an IPO. Here’s the good and bad of it: This seems good: Robinhood now has close to 18 million active users on its platform and manages around $80 billion in assets. More than half of those 18 million customers said this was their first-ever brokerage account. And Robinhood believes close to 50% of all new retail funded accounts opened in the U.S. between 2016 and 2...

Netflix, Inc.’s (NFLX) stock experienced steady growth over the past year, outperforming the S&P 500 as of July 2, 2021. The stock saw gains of approximately 64.9% compared to the S&P 500’s increase of about 33.7%. Netflix saw a rise in ranking on the WhaleWisdom Heatmap to an impressive level of five from 43, and hedge funds were buying.

Netflix is an entertainment service company that provides subscription services for customers to enjoy movies and television shows through streaming and DVDs by mail. Netflix initially saw subscriber growth soar during the earlier months of the coronavirus pandemic in 2020, when the government issued stay-at-home orders left customers seeking additional in-home entertainment. However, while Netflix remains a popular service, the rate of increase in their subscriber base ultimately slowed.

Hedge Funds Were Buying

Investors may be encouraged by first-quarter activity as hedge funds were adding to their portfolios. The aggregate 13F shares held by hedge funds increased to about 72.9 million from 71.6 million, a rise of approximately 1.8%. Of the hedge funds, 31 created new positions, 166 added holdings, 49 exited, and 115 reduced their stakes. Overall, institutions were selling and decreased their aggregate holdings by about 0.8% to approximately 353.6 million from 356.5 million.

(WhaleWisdom)

Encouraging Estimates for 2021 and 2022

Analysts expect to see profits rise over the next two years, with increases in growth from 2021 to 2022 that could bring earnings to $13.05 per share in 2022, up from $10.59 for 2021. Revenue is predicted to reach $34.2 billion by December 2022, up from an estimated $29.7 billion in 2021. Also, a historical look at 13F metrics between 2002 and 2020 demonstrates that Netflix’s stock value continues to gain despite plateaus in total 13F shares held.

(WhaleWisdom)

Favorable Ratings

Several investment firms gave Netflix an Outperform rating while maintaining price targets at favorable levels. Credit Suisse Group upgraded the company’s rating to Outperform from Neutral, expecting that subscriber growth will normalize in the fourth quarter. Credit Suisse kept a $586 price target on the stock noting its strong position among competitors. Cowen & Co. maintained an Outperform rating with a $650 price target.

Positive Outlook

Overall, there is a positive outlook for Netflix’s streaming future. Netflix and its competitors have all been beneficiaries of pandemic lockdowns. However, beyond the lockdowns, Netflix has a great business model with a continued strong interest in content from its customer base, leaving its long-term growth and future revenue estimates appealing to investors.

Market is responding to pullback in yields: Investor from CNBC. ...

The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

 Leer