Core Viewpoint - Tenaz Energy Corp. has announced its production and capital guidance for 2026, projecting significant growth in production and outlining a capital expenditure budget of $250 to $275 million, with expected production growth of approximately 115% year-over-year from 2025 [1][3]. Production and Capital Expenditure Guidance - The average production volume for 2026 is estimated to be between 19,500 to 22,500 barrels of oil equivalent per day (boe/d) [3]. - The capital expenditure (CAPEX) budget for 2026 is set at $250 to $275 million, which is aimed at supporting organic growth following two major acquisitions in 2025 [3][5]. - The company anticipates that the largest impact on production growth from the CAPEX program will be realized in 2027, with a potential production exit rate for 2026 as high as 27,000 boe/d [5]. Operational Plans - In the Dutch North Sea asset base, three jack-up drilling rigs are currently operational, with specific wells being drilled in the Joint Development Area and other locations [4]. - The Canadian program will consist of a three-well horizontal drilling initiative starting in Q1 2026, representing 4% of the total budget [7]. - The capital plan allocates approximately 80% of CAPEX to drilling operations, 10% to workover and optimization activities, and 10% to long-lead purchases and facilities projects [7]. Commodity Prices and Hedging Strategy - The company expects ongoing competition in securing LNG supply in Europe, particularly as reliance on Russian gas is projected to cease by the end of 2027 [8]. - As of now, Tenaz is 42% hedged for the full year 2026 on an oil-equivalent basis, with 50% of projected revenue for 2026 currently protected via hedging [9].

Core Insights - The U.S. dollar is under persistent downward pressure in 2025 due to Fed interest rate cuts and economic instability, leading to increased investor anxiety and a negative outlook for the dollar [1] - The U.S. Dollar Index (DXY) has decreased by 0.70% over the past month and 8.73% year to date, with an all-time decline of 17.38% [1] Monetary Policy Impact - The value of the U.S. dollar is inversely related to the Federal Reserve's monetary policies, with interest rate cuts making the dollar less attractive to foreign investors [2] - Markets are anticipating an 89.4% likelihood of interest rates being lowered to 3.5-3.75% in December, which is a significant increase from previous expectations [3] Investor Behavior - Volatility in the U.S. economy has decreased investor appetite for U.S. assets, leading to reduced demand for the dollar and further weakening its value [4] - U.S. equity funds experienced a net outflow of $3.52 billion in the week to December 3, marking the second consecutive week of selling [5] Investment Opportunities - A weakening dollar necessitates portfolio diversification and hedging for investors, with specific funds recommended for exposure to precious metals and emerging markets [6] - Funds such as WisdomTree Emerging Currency Strategy Fund (CEW) and Invesco DB Precious Metals Fund (DBP) provide broader exposure to precious metals [7] - Emerging market equity funds attracted $3.11 billion in inflows in the week to December 3, marking the sixth straight week of net inflows, with the Dow Jones Emerging Markets Index up 20.48% year to date [9]

Market Trend - Vitalik Buterin proposes a trustless gas futures market to hedge Ethereum fees [1] Debate - The proposal sparks debate over feasibility [1]

The reason why I think hedging is so important is that okay if we have a spot position what it means okay maybe for bitcoin if we holding spot that means we are betting the market would go up that's why you have this long position already >> and uh for people out there they have a salary they have pension fund they have 401ks they are generally betting the market to go up only so in other words they are in a long position at the same time. So if your whole portfolio is betting the market to go up only you'r ...

Tom Lee said Strategy (MSTR) has become the crypto market’s key hedge, with its 43% drop driven by institutions using it as a “pressure valve” for Bitcoin. He said Strategy holds 650,000 BTC and offers far greater liquidity than BTC/ETH derivatives, pushing traders to short MSTR as on-chain hedging dries up amid weak liquidity and damaged market makers.https://t.co/0dbhrOjVGW ...

Group 1 - The company emphasizes the importance of hedging against downside risks in investments, particularly during market downturns [1] - Binary Tree Analytics (BTA) specializes in providing transparency and analytics for capital market instruments, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations [1] - BTA aims to achieve high annualized returns while maintaining a low volatility profile, leveraging over 20 years of investment experience [1]

Hedging, but not for the token (the price of $MON is irrelevant in this case), rather for your participation in the event ...

dear noobs, a quick announcementanyone who is hedging their SOL exposure will be deleted from the blockchainnothing personalshalom ...

Core Viewpoint - The third quarter was challenging for the company due to commodity price fluctuations, but effective hedging strategies mitigated some of the impacts, resulting in higher realized prices compared to previous periods [4]. Group 1: Company Performance - The company experienced its most extensive hedging in its 14-year history, which provided significant protection against commodity price declines [4]. - The management team, including the President and CEO, emphasized the importance of addressing questions from stakeholders during the webcast [2][3]. Group 2: Management Insights - The President and CEO, Phil Hodge, expressed gratitude for participant engagement and highlighted the company's approach of not reiterating the press release but focusing on key insights and questions [3].

Core Insights - Petrus Resources reported a 7% increase in production and a 17% increase in cash flow compared to the previous year, despite facing significant commodity price challenges [2] - The company effectively managed oil and gas price volatility through hedging strategies and optimizing its product mix, allowing it to maintain strong financial performance [2] - The average WTI oil price for the quarter was USD 65 per barrel, reflecting a 14% decrease year-over-year, while the AECO spot natural gas price fell to an all-time low of $0.25 per Mcf, down 8% overall for the quarter [2] Production and Financial Performance - Production increased by 7% year-over-year, indicating successful operational strategies [2] - Cash flow rose by 17%, showcasing the company's ability to generate revenue despite adverse market conditions [2] - Realized oil prices decreased by only 10%, while realized gas prices increased by 15% compared to the previous year, demonstrating effective pricing strategies [3]