Replay our Webcast for clarity on the natural gas winter outlook, hedging tactics for oil demand uncertainty, and trends in upstream M&A.
In AEGIS Hedging October 6 Webcast, our experts provided clarity on the winter outlook for natural gas and how things could go wrong, discussed hedging methods that mitigate against the oil demand uncertainty, and addressed recent trends and mitigation tactics in bilateral trading agreements.
Featured Guest: Aaron Vandeford, President, EnerCom, Inc.
KEY TAKEAWAYS:
- 2021 Natural Gas S&D is Healthy. A mild winter can always derail any optimism.
- Inflection Point in Late 2021 is Still Likely. The pace of demand is the metric to watch.
- LNG Is a Bullish Factor, Not a Bearish Factor. High utilization is worth 300 Bcf of storage withdrawals.
- Aaron Vandeford with EnerCom. Trends in upstream M&A.
- Two Bearish Oil Risk Factors Are Back in Play. OPEC spare capacity and Libya carry more meaning.
- Trade Recommendations for O&G. Which structures are best for this environment.
