AEGIS Fundamental Webcast

October 9, 2020
Share
Print Friendly, PDF & Email

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.

KEY TAKEAWAYS:

  1. 2021 Natural Gas S&D is Healthy. A mild winter can always derail any optimism.
  2. LNG Is a Bullish Factor, Not a Bearish Factor. High utilization is worth 300 Bcf of storage withdrawals.
  3. Inflection Point in the Oil S&D in Late 2021 is Still Likely. The pace of demand growth is the metric to watch.
  4. Two Bearish Oil Risk Factors Are Back in Play. OPEC spare capacity and Libya carry more meaning.
  5. Aaron Vandeford with EnerCom. Trends in upstream M&A.

     Trade Recommendations for O&G. Which structures are best for this environment.

Access Our Deeper Market Insights

Product Factor Matrix

Proprietary view of priced-in factors driving the market vs. potential bullish and bearish surprises.

Learn More

Trading Recommendations

Clear trading recommendations based on real market opportunities that enable clients to take action.

Learn More

Market Data

A comprehensive suite of the latest curves, spot pricing, settles, and strips to drive confident hedging decisions.

Learn More

Benchmarking and Trade Analytics

Real-time access to analyze your hedging strategy against AEGIS benchmarks and current market activity.

Learn More