f********g
发帖数: 64 | 1 如果HEDGE的话, 量能有多大. 因为如果量大的话, 理论上各种石油公司还能挺一段时
间吧, 那油价反弹是不是要等明年了? 青蛙乱想, 轻拍. |
s********i
发帖数: 17328 | |
d*****s
发帖数: 5610 | 3 你是对的，欧美公司都hedge.起码一年，hedge都赚了，又把赚的再hedge.和沙特是长
期斗争，看沙特财政能撑多久，还是美加公司能撑多久。
沙特现在铁了心，说永远不会100块了，如果100，市场份额就都是美加公司的，所以沙
特这次就是要把高成本的美加打败。如果油价在80，美加会赢。
起码一些美加公司破产或者债务危机，石油才会反弹。
美加成本在50-90.沙特在5块。
今后长期油价估计在50-70 |
o*******r
发帖数: 750 | |
S*******n
发帖数: 10009 | 5 hedge都赚了，又把赚的再hedge?????
睡醒没?
【在 d*****s 的大作中提到】
: 你是对的，欧美公司都hedge.起码一年，hedge都赚了，又把赚的再hedge.和沙特是长
: 期斗争，看沙特财政能撑多久，还是美加公司能撑多久。
: 沙特现在铁了心，说永远不会100块了，如果100，市场份额就都是美加公司的，所以沙
: 特这次就是要把高成本的美加打败。如果油价在80，美加会赢。
: 起码一些美加公司破产或者债务危机，石油才会反弹。
: 美加成本在50-90.沙特在5块。
: 今后长期油价估计在50-70
|
d*****s
发帖数: 5610 | 6 "OPEC should not expect to see any impact on U.S. shale growth in the first
half of the year and the impact in the second half is being attenuated
significantly by producer hedging," says Ed Morse, global head of
commodities research at Citigroup, one of the biggest U.S. banks involved
hedging. |
d*****s
发帖数: 5610 | 7 For example, a company that had sold swap contracts to hedge a part of its
2015 production at $90 a barrel - essentially shorting forward oil prices to
guard against a drop - could buy them now back at around $57 for a profit
of about $33 a barrel.
Instead of just pocketing the cash, some companies are using the funds to
shield themselves against a further market slide by buying swaps and options
pegged closer to current prices.
With the December 2015 put option for $60 a barrel now trading at around $9
a barrel, swaps cashed in now could buy a producer nearly four times more
protection at that price.
【在 S*******n 的大作中提到】
: hedge都赚了，又把赚的再hedge?????
: 睡醒没?
|
