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dezus@ 26.01.2017. 19:06

Odgovor na: Nafta zvana Crude Oil
 
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geene (Post 697418)
Zadnjih godinu dana intenzivno svaki mjesec kupujem CAD i AUD.

Ako to nekome pomogne.;)

dobar...takodjer :thumbsup: vise aud

Lola 27.01.2017. 16:52

Odgovor na: Nafta zvana Crude Oil
 
Chevron’s First Loss in Decades Signals Hard Time for Oil Giants
2017-01-27 14:37:03.520 GMT
By Joe Carroll
(Bloomberg) -- Chevron Corp. posted its first annual loss since at least 1980, signaling the difficulties faced by the world’s biggest oil companies as they struggle to emerge from the worst collapse in a generation. The company had a $497 million loss last year and failed to replace all of the crude and natural gas it pumped with new reserves, San Ramon, California-based Chevron said in a statement on Friday. Shares slumped the most in four months.

As the first so-called supermajor oil company to post year- end results, Chevron’s results may herald bleak news for an industry battered by the oil-market crash that began in mid 2014. After hundreds of thousands of job cuts, billions of dollars in asset sales and the accumulation of staggering debt loads to endure the collapse, investors have been optimistic that oil producers who survived the darkest days are on the cusp of a new era of growth.

Fourth-quarter net income of $415 million, or 22 cents a share, was lower than all 20 estimates from analysts in a Bloomberg survey. During the final three months of 2016, the company’s refineries earned $357 million, less than half the $762 million expected by analysts at Barclays Plc. Narrower margins and downtime at a California plant eroded performance in the business, according to the statement. Shares were down 2.7 percent at 9:33 a.m. in New York, the most since Sept. 13. Chevron added the equivalent of 900 million barrels of oil to its reserves last year, or 95 percent of what it produced, according to the statement. The new reserves involved oil and gas fields in Kazakhstan, Australia and the Permian Basin beneath Texas and New Mexico. Reserves are a key indicator of future profit potential for investors.

Chevron announced plans last month to curtail spending on drilling and other projects for a fourth straight year, a stark contrast to U.S. shale explorers who are responding to the uptick in crude prices with ambitious expansion plans. While Chevron is cutting its budget for 2017 by 15 percent, shale drillers Continental Resources Inc. and Diamondback Energy Inc.
are lifting spending by 77 percent and 48 percent, respectively. Despite the belt-tightening, Chevron is on pace to spend about $2 billion on shareholder dividends each quarter. That equates to about $1 million an hour. Bigger rival Exxon Mobil Corp. is set to disburse about $3.1 billion per quarter in payouts.

Other Majors
Chevron’s disclosure will be followed by a slew of oil company earnings releases in the next two weeks: Exxon is scheduled to report results on Jan. 31, followed by Royal Dutch Shell Plc on Feb. 2, BP Plc on Feb. 7 and Total SA on Feb. 9.
Brent crude, the international benchmark, averaged $51.06 a barrel in the final three months of 2016, 16 percent higher than a year earlier, according to data compiled by Bloomberg. U.S.
natural gas posted an even stronger 42 percent gain to average
$3.177 per million British thermal units for the quarter. Chevron’s statement was released before the opening of regular U.S. equity trading. Among analysts, Chevron has 20 buy ratings, nine hold recommendations and no one urging investors to sell.

prijeko 27.01.2017. 20:30

Odgovor na: Nafta zvana Crude Oil
 
Koliko god bili velike planovi nove administracije energetska bilanca im implodira (ali i svjetska). Nafta se umjetno drži visoko, a pad bi mogao biti bolan (dugoročno ispod 20$ nego iznad 100$).

plavac 27.01.2017. 23:31

Odgovor na: Nafta zvana Crude Oil
 
Baker Hughes: International Capex To Increase Only If Oil Rises Above $65
http://oilprice.com/Latest-Energy-Ne...-Above-65.html

-shale će dići proizvodnju ali nedovoljno da nadoknadi pad proizvodnje svuda po svijetu...

-shale je samo 5 mil. barela dnevne proizvodnje a svijet troši preko 95 mil. barela, a prirodni pad proizvodnje će učiniti svoje i to se ne može nadoknaditi bez ozbiljnih ulaganja kojih nema na vidiku...

vrijeme radi za cijenu nafte...

plavac 28.01.2017. 12:15

Odgovor na: Nafta zvana Crude Oil
 
"Natural decline rates (NDR) globally are hard to nail down with great precision - rates vary depending on amounts of maintenance capital available and incurred, for example - but some reasonable assumptions can be made. Most studies to put the number at circa 5 percent, but we get slightly conservative, and pick on 4 percent. That simply means that each year natural declines will take about 3.6 million b/d out of the 90 million b/d production base. Or put in a better context, the NDR of oil wells globally is close to one entire shale-revolution, a revolution that took more than 5 years to develop. Our proposition therefore is that the price of oil will materially strengthen over the next few years, and that argument owes it origin to the vectors shown in the chart below."

http://product.datastream.com/dschar...action=REFRESH

http://seekingalpha.com/article/4031...mment-74195062

plavac 28.01.2017. 12:49

Odgovor na: Nafta zvana Crude Oil
 
Na ovom gore grafu se vidi do veljače veliki skok u proizvodnji koji se osjeti zbog več ranije spomenutog maksimalnog pumpanja OPEC-a do zadnjeg dana prije dogovora a sezonalno ovo je dio godine kada potražnja za naftom ne raste tako da se može očekivati još neki zaron u cijeni nafte u veljači ili ožujku a onda u 2Q kreče oštri rast cijene nafte...

u naftnim dionicama bi bilo idealno ostati do prolječa-ljeta 2018. god....to je još godinu dana a USA ekonomija je u zreloj fazi, kamate će rasti a Trump je nepredvidiv....

plavac 30.01.2017. 17:39

Odgovor na: Nafta zvana Crude Oil
 
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red max (Post 697145)
Ne znam baš,nikad ne reci nikad,ali prošli put je bila na 2.10 kad je Brent bio negdje na 37-40$,ovo sa zabranom je utjecalo na pad sigurno,dovoljno je pogledati graf na navedeni datum pa nadalje....
Proizvodnja će vjerojatno biti manja od planirane zbog toga,koliko teško je reći,Putumayo basin je ogroman i imaju tu i dalje što bušiti ali teško da će cijena pasti toliko,osim ako naravno ne dođe do općeg sr...a.

Nafta se drži a naftne dionce padaju kao kamen, kao da tržište dionica vidi realno naftu na 40-45$, možda su u pravu i anticipiraju da se nafta umjetno drži visoko...

red max@

GTE bi mogao na geene-ov target, nisam više sklon iz kuna prebacivati u dolare ali ako se ova rasprodaja nastavi neču imati izbora...

plavac 30.01.2017. 20:45

Odgovor na: Nafta zvana Crude Oil
 
It May Be Premature To Go Heavily Into Reflation Trades During Q1 2017

http://seekingalpha.com/instablog/91...trades-q1-2017

geene 30.01.2017. 21:22

Odgovor na: Nafta zvana Crude Oil
 
Samo strpljivo. Potrebno je market promatrati malo sire.

red max 30.01.2017. 21:29

Odgovor na: Nafta zvana Crude Oil
 
Citat:

plavac (Post 697670)
Nafta se drži a naftne dionce padaju kao kamen, kao da tržište dionica vidi realno naftu na 40-45$, možda su u pravu i anticipiraju da se nafta umjetno drži visoko...

red max@

GTE bi mogao na geene-ov target, nisam više sklon iz kuna prebacivati u dolare ali ako se ova rasprodaja nastavi neču imati izbora...

Ne padaju danas samo naftne dionice,nego i ostale commodities dionice,što jest zanimljivo jer same sirovine i ne stoje tako loše,naprotiv,neke su i u solidnom plusu.
Nešto slično smo nedavno imali na zlatu i srebru samo je bilo obrnuta situacija.
Moguće da su sumnjičavi u održivost nafte,uskoro bi trebale početi padati zalihe i rasti potrošnja,vjerojatno se to čeka kao potvrda za ozbiljniji ulazak.


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