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Obsidian Energy Announces 2026 Guidance and Provides an Operational Update
TMX Newsfile· 2026-01-22 12:00
Capital expenditures guidance of $210 million (midpoint) resulting in 38 net operated wells drilled at both Peace River and Willesden Green including $22 million in waterflood spendingProduction guidance of 28,900 boe/d (midpoint) for 2026, approximately 55% weighted to our light oil assets and 45% weighted to our heavy oil assetsFunds flow from operations of $225 million ($3.35 per basic share) based on WTI of US$58.00/bbl in H1 2026 and US$62.00/bbl in H2 2026Calgary, Alberta--(Newsfile Corp. - January 2 ...
Davos: Aramco CEO says oil glut predictions are seriously exaggerated
Reuters· 2026-01-22 08:59
Global oil glut predictions are seriously exaggerated as demand growth remains strong and global oil stocks are depleted, Amin Nasser, chief executive of Aramco , the world's biggest oil producer, sai... ...
Asian Shares Regain Footing On Trump TACO Trade
RTTNews· 2026-01-22 08:43
Market Overview - Asian stocks advanced amid easing geopolitical and trade tensions, particularly after U.S. President Trump signaled a pause on proposed tariffs against eight European countries over Greenland ownership [1] - Gold prices remained stable at $4,833 an ounce, with ongoing concerns about the U.S. dollar's dominance [1] - Oil prices declined as the narrative of oversupply regained control [1] Regional Market Performance - China's Shanghai Composite index rose 0.14% to 4,122.58, while Hong Kong's Hang Seng index increased by 0.17% to 26,629.96 [2] - Japan's Nikkei average surged 1.73% to 53,688.89, breaking a five-day losing streak, driven by gains in semiconductor and AI-related shares [2] - South Korea's Kospi index climbed 0.87% to 4,952.53, with significant contributions from Samsung Electronics and SK Hynix, both rising around 2% [3] Economic Data and Reactions - South Korea's GDP unexpectedly contracted by 0.3% quarter on quarter in the October-December period, yet investors remained optimistic [4] - Australia's S&P/ASX 200 index jumped 0.75% to 8,848.70, buoyed by a drop in the unemployment rate to a seven-month low [5] - Fortescue shares fell 5.1% due to shipments from Iron Bridge operations missing consensus estimates [6] U.S. Market Influence - U.S. stocks experienced a significant rally, with the Dow, S&P 500, and Nasdaq Composite all increasing around 1.2% after Trump announced the cancellation of proposed tariffs related to Greenland [6][7]
ATFX:需求预期上修难掩供应过剩,油价震荡偏强
Sou Hu Cai Jing· 2026-01-22 08:38
本周原油市场的核心逻辑围绕两条主线展开:一是国际能源署(IEA)上调全球原油需求增长预期,对情绪形成支撑;二是供应扩张与库存持续累积,仍对 油价构成实质性压制。IEA 在最新月报中将今年全球原油需求增长预期从此前的 86 万桶/日上调至 93 万桶/日,略高于去年的 85 万桶/日增幅,反映出全球 经济前景较此前略有改善,同时也体现出油价前期回落至相对低位后,对消费形成了一定提振作用,需求预期的上修成为本周油价走强的重要背景。但与需 求改善形成鲜明对比的是,供应端宽松格局依旧未改,IEA 同时将今年全球原油供应增长预测上调至约 250 万桶/日,显著高于需求增量,意味着全球原油 市场仍处于"供给跑赢需求"的状态。OPEC+ 在 12 月略微减产,但俄罗斯增产被部分中东国家减产所抵消,全年 OPEC+ 预计新增约 120 万桶/日供应,联盟 外国家预计新增约 130 万桶/日,非 OPEC+ 供应扩张仍是中期油市的重要变量,IEA 亦警告称,若伊朗、委内瑞拉等国供应未出现重大中断,且其他产油国 没有进一步减产,一季度原油市场仍可能再度出现明显供应过剩。库存数据进一步强化了"供强于需"的判断,美国石油协会(API ...
Valero, Phillips 66 buy Venezuelan oil cargoes as part of Washington's deal with Caracas - report
Seeking Alpha· 2026-01-22 06:13
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SandRidge Energy Stock: Getting Overvalued Long-Term $70 Oil $3.75 Natural Gas (NYSE:SD)
Seeking Alpha· 2026-01-22 03:19
SandRidge Energy's ( SD ) share price has gone up close to 20% since I last looked at it in early November 2025 , going from around the middle of my estimated valuation range to aroundAaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Entertainment. He used his analytical and modeling skills to design the in-game economic models for two mobile apps wit ...
El Pollo Loco Holdings Is On The Value Menu For A Reason (NASDAQ:LOCO)
Seeking Alpha· 2026-01-21 23:38
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
行业周报:美国上周API原油库存增300万桶,汽油库存增超600
Jin Rong Jie· 2026-01-21 22:40
美国 石油协会数据显示,上周,美国API原油库存 +300万桶,之前一周 +527.8万桶。上周API库欣原油 库存 +120万桶,前值 +94.5桶。上周API成品油汽油库存 +620万桶、馏分油库存 -3.3万桶。 ...
CVE Trades Near 52-Week High: Should Investors Still Buy the Stock?
ZACKS· 2026-01-21 18:56
Key Takeaways CVE is approaching a 52-week high, backed by strong operations and steady production growth.A portfolio of sanctioned projects supports production of 1M BOE/d by 2027-2028 without new approvals.The MEG Energy deal adds 100 Mbbls/d and is expected to deliver $400M in synergies by 2028.Cenovus Energy Inc. (CVE) is closing in on its 52-week high of $18.75, finishing the most recent session at $17.68. While the stock’s steady rise has coincided with recent upward movement in commodity prices, the ...
Northern Technologies International (NasdaqGM:NTIC) Conference Transcript
2026-01-21 18:17
Summary of Northern Technologies International (NTIC) Conference Call Company Overview - **Company**: Northern Technologies International (NTIC) - **Industry**: Industrial packaging and corrosion solutions - **Key Products**: Zerust Excor (volatile corrosion inhibitors), Zerust Oil & Gas, Natur-Tec Bioplastics (compostable plastics) [1][2] Core Business Segments - **Zerust Industrial**: Traditional industrial packaging products, primarily serving automotive, construction, agriculture, and mining sectors [8][10] - **Zerust Oil & Gas**: Focus on protecting oil and gas infrastructure, including pipelines and storage tanks, with a recent $13 million contract in Brazil [11][12] - **Natur-Tec Bioplastics**: Development of certified compostable resins, capitalizing on global trends towards reducing single-use plastics [14][15] Growth Strategies - **Revenue Growth Target**: Aim for 15% top-line revenue growth while limiting operating expense growth to under 10% [6] - **Investment Focus**: Significant investments in oil and gas and Natur-Tec businesses expected to yield dividends in the next 1-5 years [7][27] - **Geographic Expansion**: Operations in 65 countries, with notable growth in China and India [2][5] Financial Performance - **Gross Margins**: Higher margins in oil and gas (60%+) compared to traditional industrial products; Natur-Tec margins improving due to lower raw material costs [18][29] - **Joint Ventures**: 15 international joint ventures contribute significantly to profitability, with NTIC receiving 10-11% of joint venture revenues as after-tax profit [20][38] Market Dynamics - **Competitive Advantage**: Global presence allows NTIC to provide comprehensive corrosion solutions, enhancing customer service and product differentiation [4][22] - **Market Trends**: Increasing demand for compostable plastics and corrosion solutions in oil and gas due to regulatory pressures and infrastructure investments [15][27] Operational Insights - **KPI Tracking**: Focus on gross margins and operating expenses to drive profitability; investments in sales and technical teams to enhance execution [34] - **Revenue Volatility**: Oil and gas contracts are project-based, leading to potential revenue fluctuations; however, new contracts may stabilize monthly revenues [30][31] Future Outlook - **Long-term Growth**: NTIC expects continued growth in oil and gas and Natur-Tec sectors, driven by market mandates and infrastructure investments [27][28] - **Strategic Planning**: Management emphasizes a compelling growth strategy across all business segments, aiming to leverage existing capabilities for future success [24][25] Additional Considerations - **Dividend Policy**: Recent reductions in dividends due to capital investments in growth areas, maintaining a conservative balance sheet [23] - **Market Diversification**: Efforts to reduce reliance on automotive markets by expanding into general industry and other sectors [26]