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Carlsquare Weekly Letter: Focus on oil ahead of possible energy crisis

28 Sep 2021

Please find enclosed the Carlsquare Weekly Letter.

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Carlsquare Weekly Letter 28 Sept 2021

  • Is the world facing a new energy crisis? Oil prices are rising fast. There is talk of an energy crisis locally in China, the UK, Germany, and Sweden. Shift to fossil free products, for rapid dismantling of nuclear power, component shortages and political reasons. The trend seems clear towards energy being a scarce commodity in the coming decade. This could erode company profitability and create higher consumer prices. This may be why interest rates are now rising rapidly
  • On the positive side, the crisis surrounding Chinese housing developer Evergrande seems to have blown over – at least for now.

Disclaimer: The information in this presentation is based on what the publisher Carlsquare deems to be reliable sources. However, we cannot guarantee its content. Nothing written in the presentation should be construed as a recommendation or solicitation to invest in any financial instrument, option, or the like. Opinions and conclusions expressed in the presentation are intended for the recipient only. The content may not be copied, reproduced, quoted, or distributed to any other person. Carlsquare shall not be liable for any losses whatsoever caused by decisions made based on information contained in this presentation. Historical returns should not be taken as an indication of future returns. Changes in foreign currency may affect the value, price or yield of an investment made abroad or in a foreign currency.

The analysis is not directed at U.S. Persons (as that term is defined in Regulation S under the United States Securities Act and interpreted in the United States Investment Companies Act of 1940) nor may it be disseminated to such persons. The analysis is not intended for natural or legal persons where the distribution of the analysis to such persons would involve or entail a risk of violation of Swedish or foreign laws or regulations.

Carlsquare Weekly Letter: Focus on oil ahead of possible energy crisis