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b********n
发帖数: 38600 | 2 Oil will only stay low until all these frackers and such have gone bankrupt
and stopped producing altogether. |
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b********n
发帖数: 38600 | 3 The end result shows that China's loans for oil program is a great hedging
strategy. China's cost for oil is up to one third what it was three years
ago and, with the Saudis and the U.S. frackers extracting oil and gas as if
there is no tomorrow, the oil barrel price will remain at $45 a barrel or
less in the future. China is making out like a Chinese bandit. |
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l****z
发帖数: 29846 | 4 Green Fade-Out: Europe to Ditch Climate Protection Goals
The climate between Brussels and Berlin is polluted, something European
Commission officials attribute, among other things, to the "reckless" way
German Chancellor Angela Merkel blocked stricter exhaust emissions during
her re-election campaign to placate domestic automotive manufacturers like
Daimler and BMW. This kind of blatant self-interest, officials complained at
the time, is poisoning the climate.
But now it seems that the climate i... 阅读全帖 |
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a*****1
发帖数: 3134 | 5 I agree with your asset analysis and that is why I value PWE asset level at
$2B instead of 0. I think at this point, 50% haircut is very conservative.
Based upon natural gas price movement since 2008, the quick bounce back will
be short lived. While everybody says that NG cost basis should be $6 back
in 2009, NG did not hit bottom for another 2.5 years until 2011 for less
than $2.
If you look at today's NG market, the strong ones like CHK and SWN still
makes money at below $3 while weak ones lik... 阅读全帖 |
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m******r
发帖数: 6963 | 6 庄家发声了“别跟我抢”
SAN FRANCISCO (MarketWatch) — Crude-oil futures have been mounting a come
back, lately.
But not everyone believes this rally is a legitimate rebound for the beaten-
down commodity. .
In a note Monday, analysts at Citigroup raised the possibility that West
Texas Intermediate oil prices may fall to as low as the $20 range. Prices on
the New York Mercantile Exchange already suffered a loss of 46% last year.
Year to date, crude-oil prices CLH5, -1.29% have posted a decline of less
than ... 阅读全帖 |
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z**********3
发帖数: 11979 | 7 One of the first ways to cut costs is to shut down exploratory operations
and shift equipment to lower-cost production.
这做法中间会产生什么利弊么？？？？
life cycle是这样的吧 |
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v****e
发帖数: 19471 | 8 Taking aim at frackers. Exciting stuff! |
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a****o
发帖数: 6612 | 9 You do not know what happened yesterday? Shale oil companies were called "
mother fracker". People are selling shale oil company stocks and buying
crude oil futures! |
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J***A
发帖数: 1511 | 10 大牛说具体点 页岩油公司怎么了 油价大涨 不知道为什么 现在买是不是很危险
You do not know what happened yesterday? Shale oil companies were called "
mother fracker........ |
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S******t
发帖数: 31 | 11 中小型公司跟Major在争市场。
Australia Major vs US Fracker War
Icahn同学这次站在Major的对立面。 |
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z***t
发帖数: 10817 | 12 OIL MARKETS
Fracking’s Secret Problem—Oil Wells Aren’t Producing as Much as Forecast
Data analysis reveals thousands of locations are yielding less than their
owners projected to investors; ‘illusory picture’ of prospects
The wells of some producers in the Permian Basin appear to lag behind
forecasts. ANGUS MORDANT/BLOOMBERG NEWS
85 COMMENTS
By Bradley Olson, Rebecca Elliott and Christopher M. Matthews
January 2, 2019
Link copied…
Thousands of shale wells drilled in the last five years are pumpi... 阅读全帖 |
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z**********3
发帖数: 11979 | 13 One of the first ways to cut costs is to shut down exploratory operations
and shift equipment to lower-cost production.
这做法中间会产生什么利弊么？？？？
life cycle是这样的吧 |
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