Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Dengan $XAUUSD naik hari ini, dan kekuatan komoditas secara umum, saham energi Eropa telah menunjukkan hasil yang beragam belakangan ini. Beberapa perusahaan besar mengkonsolidasikan keuntungan sementara yang lain tertinggal. Bagaimana pendapat anggota tentang keberlanjutan harga minyak dan gas saat ini yang memengaruhi ekuitas ini hingga akhir tahun?
I think we'll see continued volatility. Geopolitical factors are still huge for energy prices, and that's not going away. Could be a tough environment for consistent gains.
I'm a bit more bullish on the majors that have diversified into renewables. They're better positioned to weather price fluctuations in traditional energy and benefit from the green transition long-term.
It's hard to make a call on sustainability when you look at the wider macro picture. Demand might soften if inflation really bites, even with supply constraints. Are we seeing smart money starting to rotate out of some of these names already?
Traderforum · Bahasa Indonesia