Aegis Energy Webinar Replay - May 26
Posted: Tue May 26, 2020 10:21 am
On May 21 Aegis Energy invited EPG members to their Webinar. It was excellent. It lasts about an hour. If you want me to send you an email containing a link to the replay just send me a note at dmsteffens@comcast.net
Note from Matt Marshall: In AEGIS' May 21st Webcast, we discussed how to position your trading portfolio to best take advantage of these market developments in a way that fits your firm's risk profile and operations outlook.
KEY INSIGHTS
Crude oil shut-ins are likely larger than what some government statistics show
The oil market is behaving as if the worst is behind us, but risks in the supply chain remain for this summer
When oil demand recovers, OPEC+ production will once again be a limiting factor for prices
Record lows in interest rates can be hedged and locked in for longer terms, out to five years or more
Natural gas supply has dropped about 8% in two months and will likely stay low through winter < This is the primary reason that I added EQT to the Sweet 16.
LNG utilization is under serious threat and international prices suggest exports might not return to normal until fall
Note from Matt Marshall: In AEGIS' May 21st Webcast, we discussed how to position your trading portfolio to best take advantage of these market developments in a way that fits your firm's risk profile and operations outlook.
KEY INSIGHTS
Crude oil shut-ins are likely larger than what some government statistics show
The oil market is behaving as if the worst is behind us, but risks in the supply chain remain for this summer
When oil demand recovers, OPEC+ production will once again be a limiting factor for prices
Record lows in interest rates can be hedged and locked in for longer terms, out to five years or more
Natural gas supply has dropped about 8% in two months and will likely stay low through winter < This is the primary reason that I added EQT to the Sweet 16.
LNG utilization is under serious threat and international prices suggest exports might not return to normal until fall