Liz Out Loud Archives | Page 4 of 10 | Consilience Energy Advisory Group

Take Your Partners for the Producers’ Two-Step

March 31, 2016
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My last blog (See “Producers, strapped for cash? What are your Options?”)  looked at a trading strategy for producers to manage cash flow associated with a low absolute price of oil, i.e. to hedge the height of the forward oil curve, A. See Chart 1.This blog […]

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Producers, Strapped for Cash? What are your options?

March 15, 2016
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I have spent a lot of time recently with oil producers who, with some notable exceptions, are very gloomy indeed.

Anyone who reads my blogs or books knows that I have never forecast oil prices and I don’t intend to start now. The oil price is fundamentally […]

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When Does Maintaining Confidentiality become Market Abuse?

December 22, 2015
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On 25th November 2015 there was an agreement between the European Parliament and the European Council on the regulation of benchmarks[1], including oil benchmarks. On 17th December 2015 the price reporting agency, Platts, held a meeting to discuss, among other things, the future make-up of the […]

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WE’RE GOING TO NEED A BIGGER TANK

December 4, 2015
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Sale and purchase contracts are likely to need some revision before the ink has dried on supply commitments for 2016. Also those who have hedged their operating revenue or have financed capex based on the forward oil price curve of one of the existing benchmarks – Brent, Dubai or […]

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