Erdgas Charts, Informationen, Unternehmen

Bodenbildung  

Die Unternehmen mit einer relativ hohen Future Cash Flow Rendite (FCY) habe ich rot gekennzeichnet.

Quelle
6.12.2022
Burnsco
@garquake
New TD graph with 2023 energy cash flows
https://twitter.com/garquake/status/1600238540184383489

 

Crew is a growth-oriented natural gas weighted producer, pursuing sustainable growth through a balanced mix of financially and socially responsible development and production. Our operations are primarily focused in the vast Montney resource, situated in northeast British Columbia, and include a large contiguous land base.
https://crewenergy.com/about-us/

Informationen
https://crewenergy.com/investors/

Präsentation Jan. 2023
https://crewenergy.com/wp-content/uploads/2023/01/...y-2023_FINAL.pdf

WKN: 912417 ISIN: CA2265331074

Kurs Toronto
https://de.investing.com/equities/crew-energy-inc  

Strategie

Spartan intends to acquire a diversified portfolio of quality assets that can be restructured, optimized and rebranded, financially or operationally to yield lower payout ratios and generate material free cash flow.

Informationen
https://www.spartandeltacorp.com/

Präsentation 12/2022
https://static1.squarespace.com/static/...tor+Presentation__FINAL.pdf

WKN: A2P5PY ISIN: CA84678A1021

Kurs Toronto
https://de.investing.com/equities/dualex-energy-international-inc.
 

"We are a Canadian energy company with a strong track record of operational, financial and ESG performance. Today, we are the largest pure-play Montney producer, and Canada’s third-largest natural gas producer and largest producer of condensate. "

https://www.arcresources.com/who-we-are/

Informationen
https://www.arcresources.com/investors/

Präsentation 1/2023
https://www.arcresources.com/wp-content/uploads/...r-Presentation.pdf

WKN: A1H5K1 ISIN: CA00208D4084

Kurs Toronto
https://de.investing.com/equities/arc-resources-ltd

Arc Resources ist im Vergleich zu Spartan Delta stärker gestiegen. Tausch.  

NuVista is an oil and natural gas company actively engaged in the exploration for, and the development and production of, oil and natural gas reserves in Western Canadian Sedimentary Basin. NuVista’s primary focus is on the scalable and repeatable condensate-rich Montney formation in the Pipestone and Wapiti areas of the Alberta Deep Basin. This play has the potential to create significant shareholder value due to the high-value condensate volumes associated with the natural gas production and the large scope of this resource play.

https://nvaenergy.com/about-nuvista/company-overview/

Informationen
https://nvaenergy.com/investors/fact-sheet/

Präsentation 1/2023
https://nvaenergy.com/wp-content/uploads/2023/01/...ePresentation.pdf

WKN: 813977 ISIN: CA67072Q1046

Kurs Toronto
https://de.investing.com/equities/nuvista-energy-ltd  

Equinor is an international energy company committed to long-term value creation in a low-carbon future. Our purpose is to turn natural resources into energy for people and progress for society. Equinor’s portfolio of projects encompasses oil and gas, renewables and low-carbon solutions, with an ambition of becoming a net-zero energy company by 2050. Headquartered in Stavanger (Norway), Equinor is the leading operator on the Norwegian continental shelf. We are present in around 30 countries worldwide.

https://www.equinor.com/about-us/equinor-in-brief

Gas Market Update 14.11.2022

https://cdn.equinor.com/files/h61q9gi9/global/...date-14-nov-2022.pdf

WKN: 675213 ISIN: NO0010096985

Kurs Oslo
https://de.investing.com/equities/statoil

 

Schwierig zu traden, sehr volatil, das Gap ist zu.  

Apropos, was bezahlt der deutsche Michel für Gasrechnung und warum?  

"Apropos, was bezahlt der deutsche Michel für Gasrechnung und warum?   "

Ich frage kaum mehr warum, dann regt man sich weniger auf ;-)

 

Kauf mit SL 4,9  

Zurzeit passt die Saisonalität noch nicht für eine Trendwende.
Tief Ende Februar?

Saisonalität 10 Jahre

Quelle
https://www.suricate-trading.de/seasonal-charts/  

Widerstandszone bei ca. 3 USD

 

Brian Gitt
@BrianGitt
An offshore wind farm requires 13X more critical minerals than a natural gas power plant.

This doesn't include bulk materials.

1 Wind Turbine Requires:
900 tons of steel
2,500 tons of concrete
45 tons of non-recyclable plastic


https://twitter.com/BrianGitt/status/1613929020097454086  

is a Calgary, Alberta based intermediate oil and gas company with operations concentrated within its Montney/Doig resource play in Alberta.

https://www.birchcliffenergy.com/


Präsentation Jan 2023
https://www.birchcliffenergy.com/sites/default/...%20Presentation.pdf

Kaufempfehlung TD Securities, Auszug als Anhang

Quelle
https://pbs.twimg.com/media/Fm11KafaYAAiX6e?format=jpg


 

Crew Energy war heute mein bester Energiewert. Trendwenden brauchen Zeit...

 

Prospects for natural gas depend on the speed of the energy transition

"Global demand for natural gas rises over the rest of this decade in New Momentum and Accelerated driven by strong growth in China – underpinned by continued coal-to-gas switching – and also by India and other emerging Asia as they industrialize further.

In contrast, natural gas consumption in Net Zero peaks in the mid-2020s before then starting to decline. The use of gas within the emerging world grows out to 2030. But this growth is outweighed by falling consumption in the developed world, given the shift towards electrification and lower carbon energy."

mehr
https://www.bp.com/en/global/corporate/...ionSlug=eo23-page5-section1  

Modal analysis of front month - strip.

https://twitter.com/NautilusCap/status/1620438514293932032  

Eine Trendwende braucht Zeit, aber der Preis ist m.E. attraktiv

Market Rebellion
@MarketRebels
Natural gas had its biggest 100-day decline since 1990, falling 68%

https://twitter.com/MarketRebels/status/1620595413911830533
 

 

Wer sich für kanadische Unternehmen interessiert, findet auf der Twitter-Seite von Gurgen Ayvazyan fundierte Informationen und Analysen.

Beispiel

Gurgen Ayvazyan
@Gugo907
"It appears to us that high dividend yields have been a key driver of support for natural gas equities. We find this somewhat puzzling given that, in our view, if current spot pricing persists through 2023 these dividend levels become challenging to pay with
CF. "
https://twitter.com/Gugo907/status/1618963081169870848?

 

EU Launches LNG Reference Price For Its Gas Market Correction Mechanism
https://oilprice.com/Latest-Energy-News/...-Correction-Mechanism.html
 

EU Launches LNG Reference Price For Its Gas Market Correction Mechanism
https://oilprice.com/Latest-Energy-News/...-Correction-Mechanism.html  

Natural Gas Forward Discounts Widespread as February Expected to Bring More Warmth
https://www.naturalgasintel.com/wp-content/...02/califorwards0201.png
https://www.naturalgasintel.com/...ary-expected-to-bring-more-warmth/
A transition from La Niña to ENSO-neutral is anticipated during the February-
April 2023 season. By Northern Hemisphere spring (March-May 2023), the
chance for ENSO-neutral is 82%.
https://www.cpc.ncep.noaa.gov/products/...lution-status-fcsts-web.pdf  

Energy Outlook 2023: Drastic shift in natural gas outlook

Auszug
"The highs are behind us

The more comfortable storage situation does put Europe in a better position to handle the 2023/24 winter. It certainly isn’t looking as dire as it did just several months ago. Therefore, prices do not need to go as high as originally expected going into the next heating season. We expect TTF to average in the region of EUR60-65/MWh over the first half of 2023, increasing to EUR75-80/MWh over the second half of the year. The assumptions around this are that there are no further declines in remaining Russian gas flows, that we see a small increase in EU LNG imports over 2023 and that Europe experiences a normal winter in 2023/24.

mehr

https://think.ing.com/articles/drastic-shift-in-natural-gas-outlook/