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  • bee December 2014
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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The Breakfast Briefing: U.S. Its All About Oil

FYI: OPEC more or less announced to the world last week that it’s ready to play hard ball with the U.S shale-oil industry, a move that sparked yet another drop in global crude prices, bringing WTI crude down all the way to $66 a barrel.
Regards,
Ted
http://blogs.wsj.com/moneybeat/2014/12/01/morning-moneybeat-oils-crash-creating-winners-and-losers/tab/print/

Comments

  • beebee
    edited December 2014
    Another Article on the topic:

    "US producers have locked in higher prices through derivatives contracts. Noble Energy and Devon Energy have both hedged over three-quarters of their output for 2015.

    Pioneer Natural Resources said it has options through 2016 covering two- thirds of its likely production. “We can produce down to $50 a barrel,” said Harold Hamm, from Continental Resources. The International Energy Agency said most of North Dakota’s vast Bakken field “remains profitable at or below $42 per barrel. The break-even price in McKenzie County, the most productive county in the state, is only $28 per barrel."


    Saudis-risk-playing-with-fire-in-shale-price-showdown-as-crude-crashes

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