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IS ALL ENERGY BULLISH RIGHT NOW?

Webcast Replay 

July 14, 2021

During this AEGIS Webcast, our team discussed the breaking news out of OPEC+ How might the UAE’s reported deal change oil-market sentiment? Then, how do you choose the right hedging protection when prices are rising? Plus, the natural gas rally may be presenting a free gift for producer hedging.

Key Takeaways:

  • OPEC+’s reworking of its supply-cut quotas sets up more bullish potential through year-end, but it doesn’t change much about 2022
  • Late June and early July introduced bullish uncertainty into the gas market, and it should affect how you hedge prices this winter through next summer
  • Canadian crude is walking a fine balance. Any operational issues on the pipelines could push differentials wider
  • How to hedge the minimum amount to meet your goals. We offer a computational model that is objective and defensible but still provides protection from disruptively low prices. 

Questions, Comments, or Feedback for our next Webcast?

 

 

 

 

 

Copyright © 2021 AEGIS Hedging. All Rights Reserved. Commodity Interest Trading involves risk and, therefore, is not appropriate for all persons; failure to manage commercial risk by engaging in some form of hedging also involves risk. Past performance is not necessarily indicative of future results. Neither this trading advisor nor any of its trading principals offer a trading program to clients, nor do they propose guiding or directing a commodity interest account for any client based on any such trading program.