Tranzactioneaza Pioneer Natural Resources Co (US.PXD) - 269.84 USD (%) Tranzactioneaza
Stiri
Ce urmeaza e un TradeTalk ceva mai cuprinzator, chiar si pentru o zi de luni. Insa anuntul recent al achizitiei celui mai important petrolist american independent din Bazinul Permian de catre ExxonMobil va redefini harta sectorului de energie in America... si, probabil, in multe alte parti de pe glob.
E o poveste plina de rasturnari incredibile de situatie, statistici uimitoare si ironii care...
us2.campaign archive.com(US.XOM) (US.PXD) (US.CVX) (US.OXY) (US.FANG) (US.PR) (US.DVN) (US.CTRA)
Indicele DJIA stock market today live updates 2023 vineri 288 de puncte (0.8%), imcheind ziua la 33,407 de puncte. Indicii S& P 500 si Nasdaq Composite s-au apreciat cu 1.1%, respectiv 1.6%.
Sectorul de tehnologie a condus aprecierile, AMD si Palo Alto Networks saltand cu peste 4%. GM si Ford s-au apreciat vineri cu 1.9%, respectiv 0.8%, pe seama unui uaw will not expand strikes this week at gm ford stellantis 2023 in discutiile dintre cei mai mari trei producatori auto americani (inclusiv Chrysler, detinuta de Stellantis) si sindicate. Pioneer Natural Resources s-a apreciat cu peste 10%, marcand cel mai spectaculos avans la nivelul indicelui S& P 500, dupa ce WSJ deals ca producatorul american de petrol ar putea fi cumparat de Exxon Mobil pentru aproximativ 60 mld. USD.
Potrivit cifrelor publicate vineri, piata muncii din SUA jobs report september 2023 in septembrie 336,000 de noi locuri de munca, de aproape 2x mai multe decat estimau analistii. Rata somajului a ramas 3.8%, in timp ce salariile au crescut sub asteptari (cu 0.2% vs luna precedenta si cu 4.2% vs aceeasi perioada din 2022).
(DE.SXRU) (DE.SXR8) (DE.SXRV) (DE.QDVE) (US.XOM) (US.PXD)
Potrivit cifrelor Energy Information Administration (EIA) publicate vineri, in SUA, productia de petrol US Crude Oil Production Rebounds In January EIA in ianuarie la 12.46 milioane de barili pe zi, cel mai mare nivel dupa martie 2020.
In faza acuta a pandemiei, in mai 2020, productia World News la 9.71 milioane de barili pe zi. In 2022, SUA World News, in medie, 12.11 milioane de barili pe zi.
Scott Sheffield, CEO-ul Pioneer Natural Resources, luna trecuta: in SUA,  World News ajunge la o productie de 13 milioane de barili pe zi, dar intr-un ritm foarte lent, care va dura probabil cativa ani. Nu avem capacitate de rafinare, iar daca vom creste numarul sondelor de extractie, costurile legate de servicii ar sari cu 20-30%, afectand fluxul pozitiv de numerar.
EIA detail.php?id= 95529 in ianuarie ca productia de petrol a SUA ar putea urca la 12.4 milioane de barili pe zi in 2023 si la 12.8 milioane de barili pe zi in 2024, ambele niveluri depasind maximul record atins in 2019 la 12.3 milioane de barili pe zi.
Tot potrivit EIA, in 2022, exporturile de petrol ale SUA detail.php?id= 05602 un nou maxim record, la 3.6 milioane de barili pe zi, fiind cu 22% mai mari decat in anul precedent.
(DE.QDVF) (DE.ZPDE) (US.PXD)
(1) Scott Sheffield, CEO-ul Pioneer Natural Resources (cel mai mare producator american de petrol si gaz natural prin fracking): cresterea productiei content foarte dificila. Scott Sheffield Pioneer CEO sees oil price rebounding to 1 4570 20.1754 cotatiile petrolului urcand inapoi la 120 USD/baril la mijlocul anului viitor.
(2) In februarie, autoritatile americane us begins buying back oil strategic reserve official 12 162022 din nou petrol pentru completarea rezervei strategice. Va fi prima actiune de acest fel dupa ce, anul acesta, o cantitate record de 180 de milioane de barili a fost eliberata pentru a reduce cotatiile. In prezent, rezerva strategica de petrol contine circa 380 milioane de barili, cel mai modest nivel dupa 1984.
(3) Electricite de France Restart Of Two French Nuclear Power Stations Pushed Back Until Summer cu peste 4 luni lucrarile de mentenanta la doua dintre reactoarele nucleare pe care le opereaza. Situatia va reduce semnificativ productia locala de energie electrica in aceasta iarna, comparativ cu estimarile pe care compania le-a facut in septembrie.
(US.PXD) (FR.EDF) (DE.QDVF) (DE.ZPDE) (DE.WDNR) (DE.EXH1)
Executives at firms including Pioneer Natural Resources Co. (US.PXD), Occidental Petroleum Corp. (US.OXY) and Range Resources Corp. (US.RRC) were once encouraged by compensation plans to produce certain volumes of oil and gas, with little regard for the economics. After years of losses, investors demanded changes to how bonuses are formulated, pushing for more emphasis on profitability. Now, executives who were paid to pump are rewarded more for keeping costs down and returning cash to shareholders, securities filings show. 
Though U.S. oil and gas production has risen from lockdown lows, output remains below prepandemic levels even though crude prices have doubled since then, to about $113 a barrel, and natural gas has quadrupled, to more than $8 per million British thermal units. 
When the Organization of the Petroleum Exporting Countries launched a price war in late 2014, oil crashed and bankruptcies mounted among North Americaâs free-market producers. Shareholders and activist investors homed in on pay plans that rewarded production growth no matter what price the barrels fetched. Investors tossed lifelines to many firms, buying more than $60 billion of new shares that producers sold to lighten their debt loads and stay afloat.
Scott Sheffield, chief executive of Pioneer Natural Resources (US.PXD), joined a broadening group of politicians calling for sanctions against Russia to be extended to its oil industry in response to Moscowâs invasion of Ukraine. But he acknowledged such a move could send crude prices soaring, with US producers unable to plug the supply gap quickly. West Texas Intermediate crude was $112 a barrel on Friday, 90 per cent higher than a year ago.