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Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge

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Manage episode 513335608 series 2624419
Content provided by RBN Energy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBN Energy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Crude oil price erosion over the past two years has resulted in declining earnings and cash flows for E&Ps, many of which have struggled to sustain their generous shareholder return program. Now, the EIA is forecasting a 26% plunge in the average 2026 price for WTI, to only $47.77/bbl. That portends steep cuts in capex and dividends for oil-focused producers. In today’s RBN blog, we calculate the oil price sensitivity of the 39 E&Ps we monitor and analyze their ability to weather the price dip.
  continue reading

303 episodes

Artwork
iconShare
 
Manage episode 513335608 series 2624419
Content provided by RBN Energy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBN Energy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Crude oil price erosion over the past two years has resulted in declining earnings and cash flows for E&Ps, many of which have struggled to sustain their generous shareholder return program. Now, the EIA is forecasting a 26% plunge in the average 2026 price for WTI, to only $47.77/bbl. That portends steep cuts in capex and dividends for oil-focused producers. In today’s RBN blog, we calculate the oil price sensitivity of the 39 E&Ps we monitor and analyze their ability to weather the price dip.
  continue reading

303 episodes

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