Erdgas Charts, Informationen, Unternehmen

Bodenbildung

Die Unternehmen mit einer relativ hohen Future Cash Flow Rendite (FCY) habe ich rot gekennzeichnet.

Quelle
6.12.2022
Burnsco
@garquake
New TD graph with 2023 energy cash flows
twitter.com/garquake/status/1600238540184383489

Crew is a growth-oriented natural gas weighted producer, pursuing sustainable growth through a balanced mix of financially and socially responsible development and production. Our operations are primarily focused in the vast Montney resource, situated in northeast British Columbia, and include a large contiguous land base.
crewenergy.com/about-us/

Informationen
crewenergy.com/investors/

Präsentation Jan. 2023
crewenergy.com/wp-content/uploads/2023/01/...y-2023_FINAL.pdf

WKN: 912417 ISIN: CA2265331074

Kurs Toronto
de.investing.com/equities/crew-energy-inc

Strategie

Spartan intends to acquire a diversified portfolio of quality assets that can be restructured, optimized and rebranded, financially or operationally to yield lower payout ratios and generate material free cash flow.

Informationen
www.spartandeltacorp.com/

Präsentation 12/2022
static1.squarespace.com/static/...tor+Presentation__FINAL.pdf

WKN: A2P5PY ISIN: CA84678A1021

Kurs Toronto
de.investing.com/equities/dualex-energy-international-inc.

"We are a Canadian energy company with a strong track record of operational, financial and ESG performance. Today, we are the largest pure-play Montney producer, and Canada’s third-largest natural gas producer and largest producer of condensate. "

www.arcresources.com/who-we-are/

Informationen
www.arcresources.com/investors/

Präsentation 1/2023
www.arcresources.com/wp-content/uploads/...r-Presentation.pdf

WKN: A1H5K1 ISIN: CA00208D4084

Kurs Toronto
de.investing.com/equities/arc-resources-ltd

Arc Resources ist im Vergleich zu Spartan Delta stärker gestiegen. Tausch.

NuVista is an oil and natural gas company actively engaged in the exploration for, and the development and production of, oil and natural gas reserves in Western Canadian Sedimentary Basin. NuVista’s primary focus is on the scalable and repeatable condensate-rich Montney formation in the Pipestone and Wapiti areas of the Alberta Deep Basin. This play has the potential to create significant shareholder value due to the high-value condensate volumes associated with the natural gas production and the large scope of this resource play.

nvaenergy.com/about-nuvista/company-overview/

Informationen
nvaenergy.com/investors/fact-sheet/

Präsentation 1/2023
nvaenergy.com/wp-content/uploads/2023/01/...ePresentation.pdf

WKN: 813977 ISIN: CA67072Q1046

Kurs Toronto
de.investing.com/equities/nuvista-energy-ltd

Equinor is an international energy company committed to long-term value creation in a low-carbon future. Our purpose is to turn natural resources into energy for people and progress for society. Equinor’s portfolio of projects encompasses oil and gas, renewables and low-carbon solutions, with an ambition of becoming a net-zero energy company by 2050. Headquartered in Stavanger (Norway), Equinor is the leading operator on the Norwegian continental shelf. We are present in around 30 countries worldwide.

www.equinor.com/about-us/equinor-in-brief

Gas Market Update 14.11.2022

cdn.equinor.com/files/h61q9gi9/global/...date-14-nov-2022.pdf

WKN: 675213 ISIN: NO0010096985

Kurs Oslo
de.investing.com/equities/statoil

Schwierig zu traden, sehr volatil, das Gap ist zu.

Apropos, was bezahlt der deutsche Michel für Gasrechnung und warum?

"Apropos, was bezahlt der deutsche Michel für Gasrechnung und warum?   "

Ich frage kaum mehr warum, dann regt man sich weniger auf ;-)

Kauf mit SL 4,9

Zurzeit passt die Saisonalität noch nicht für eine Trendwende.
Tief Ende Februar?

Saisonalität 10 Jahre

Quelle
www.suricate-trading.de/seasonal-charts/

Widerstandszone bei ca. 3 USD

Brian Gitt
@BrianGitt
An offshore wind farm requires 13X more critical minerals than a natural gas power plant.

This doesn't include bulk materials.

1 Wind Turbine Requires:
900 tons of steel
2,500 tons of concrete
45 tons of non-recyclable plastic


twitter.com/BrianGitt/status/1613929020097454086

is a Calgary, Alberta based intermediate oil and gas company with operations concentrated within its Montney/Doig resource play in Alberta.

www.birchcliffenergy.com/


Präsentation Jan 2023
www.birchcliffenergy.com/sites/default/...%20Presentation.pdf

Kaufempfehlung TD Securities, Auszug als Anhang

Quelle
pbs.twimg.com/media/Fm11KafaYAAiX6e?format=jpg

Crew Energy war heute mein bester Energiewert. Trendwenden brauchen Zeit...

Prospects for natural gas depend on the speed of the energy transition

"Global demand for natural gas rises over the rest of this decade in New Momentum and Accelerated driven by strong growth in China – underpinned by continued coal-to-gas switching – and also by India and other emerging Asia as they industrialize further.

In contrast, natural gas consumption in Net Zero peaks in the mid-2020s before then starting to decline. The use of gas within the emerging world grows out to 2030. But this growth is outweighed by falling consumption in the developed world, given the shift towards electrification and lower carbon energy."

mehr
www.bp.com/en/global/corporate/...ionSlug=eo23-page5-section1

Modal analysis of front month - strip.

twitter.com/NautilusCap/status/1620438514293932032

Eine Trendwende braucht Zeit, aber der Preis ist m.E. attraktiv

Market Rebellion
@MarketRebels
Natural gas had its biggest 100-day decline since 1990, falling 68%

twitter.com/MarketRebels/status/1620595413911830533

Wer sich für kanadische Unternehmen interessiert, findet auf der Twitter-Seite von Gurgen Ayvazyan fundierte Informationen und Analysen.

Beispiel

Gurgen Ayvazyan
@Gugo907
"It appears to us that high dividend yields have been a key driver of support for natural gas equities. We find this somewhat puzzling given that, in our view, if current spot pricing persists through 2023 these dividend levels become challenging to pay with
CF. "
twitter.com/Gugo907/status/1618963081169870848?

EU Launches LNG Reference Price For Its Gas Market Correction Mechanism
oilprice.com/Latest-Energy-News/...-Correction-Mechanism.html

EU Launches LNG Reference Price For Its Gas Market Correction Mechanism
oilprice.com/Latest-Energy-News/...-Correction-Mechanism.html

Natural Gas Forward Discounts Widespread as February Expected to Bring More Warmth
https://www.naturalgasintel.com/wp-content/...02/califorwards0201.png
https://www.naturalgasintel.com/...ary-expected-to-bring-more-warmth/
A transition from La Niña to ENSO-neutral is anticipated during the February-
April 2023 season. By Northern Hemisphere spring (March-May 2023), the
chance for ENSO-neutral is 82%.
https://www.cpc.ncep.noaa.gov/products/...lution-status-fcsts-web.pdf

Energy Outlook 2023: Drastic shift in natural gas outlook

Auszug
"The highs are behind us

The more comfortable storage situation does put Europe in a better position to handle the 2023/24 winter. It certainly isn’t looking as dire as it did just several months ago. Therefore, prices do not need to go as high as originally expected going into the next heating season. We expect TTF to average in the region of EUR60-65/MWh over the first half of 2023, increasing to EUR75-80/MWh over the second half of the year. The assumptions around this are that there are no further declines in remaining Russian gas flows, that we see a small increase in EU LNG imports over 2023 and that Europe experiences a normal winter in 2023/24.

mehr

think.ing.com/articles/drastic-shift-in-natural-gas-outlook/

Länderrisiko Argentinien, aber m.E. sehr attraktiv bewertet.

Zacks Equity Research February 03, 2023
Best Value Stocks to Buy for February 3rd

YPF Sociedad Anonima (YPF) : This international energy company which is based on the integrated business of hydrocarbons, focalized in Latin America, with high standards of efficiency, profitability and responsibility, carries a Zacks Rank #1(Strong Buy), and has witnessed the Zacks Consensus Estimate for its next year earnings increasing 10.7% over the last 60 days.

****

YPF Sociedad Anónima: A Very Undervalued Sleeping Shale Giant
Dec. 21, 2022
Power Hedge
seekingalpha.com/article/...-undervalued-sleeping-shale-giant

U.S. Energy Information Administration (EIA)

www.eia.gov/outlooks/steo/

Evtl. Rückkauf Short  2,37

Vielen Dank für die gute Übersicht

Michael Blair
@Michael71718318
The collapse in natural gas prices in the past few weeks has investors scrambling.  But not all natural gas producers face serious risks.
twitter.com/Michael71718318/status/1623292744188809216

Freehold is focused on providing investors with lower-risk returns and growth over the long term. Freehold pays dividends from a high-netback portfolio of mineral titles and royalties on oil and gas properties across North America.

www.freeholdroyalties.com/

WKN: A1H5MJ ISIN: CA3565001086

Präsentation

www.freeholdroyalties.com/sites/default/...20Presentation.pdf

Aus dem Februar Bericht

www.peyto.com/Files/PMReport/2023/PMR_Feb23.pdf

Der Kurs ist mir zu volatil. Finito

Besonders die Absicherungen sehen attraktiv aus.


"Range Resources Corporation is a leading U.S. independent natural gas and NGL producer with operations focused on stacked-pay projects in the Appalachian Basin.  The Company pursues an organic development strategy targeting high return, low-cost projects within its large inventory of low risk drilling opportunities.

As a leading natural gas producer and the pioneer of the Marcellus Shale, we are proud of our long legacy of delivering energy solutions and value to our partners and shareholders."

www.rangeresources.com/about-us/

*****


Range Announces Fourth Quarter Production and Pricing
Feb 08, 2023 at 4:35 PM EST

"FORT WORTH, Texas, Feb. 08, 2023 (GLOBE NEWSWIRE) -- RANGE RESOURCES CORPORATION (NYSE: RRC) today announced that fourth quarter 2022 production averaged approximately 2,204 Mmcfe per day. In addition, Range realized $24.5 million in contingent derivative settlement gains in fourth quarter 2022.

Production and Pricing

Fourth quarter 2022 daily natural gas production averaged approximately 1,517 Mmcf per day. The average natural gas realization, including the impact of basis hedges, was $5.71 per mcf. The average natural gas price, including all settled hedges, was $4.06 per mcf.

Fourth quarter 2022 daily NGL production averaged approximately 107,806 barrels per day. Pre-hedge NGL realizations were $27.17 per barrel. The average NGL price, including settled hedges, was $27.83 per barrel.

Fourth quarter 2022 daily oil and condensate production averaged approximately 6,696 barrels per day. Crude oil and condensate price realizations, before realized hedges, averaged $75.66 per barrel. The average condensate price, including settled hedges, was $55.83 per barrel.

Contingent Derivatives

In fourth quarter 2022, Range realized a total of $24.5 million in contingent derivative settlement gains related to the North Louisiana divestiture. This represents the maximum amount that Range could receive pertaining to 2022 commodity prices, and Range expects to receive the cash proceeds in the first half of 2023. Range has the potential to receive an additional $21.0 million in contingent payments based on natural gas, NGL and oil prices in 2023. At year-end 2022, the fair value of these remaining contingent payments was approximately $13.1 million.

ir.rangeresources.com/news-releases/...production-and-pricing

WKN: A3CQ6U ISIN: CA00791P1071

Auszug

Advantage Energy Ltd. is a growth-oriented corporation focused entirely on development of its significant position in the Montney natural gas and liquids resource play. The Corporation’s common shares trade on the Toronto Stock Exchange under the symbol AAV with its head office in Calgary, Alberta, Canada.

Advantage’s Montney assets are located from approximately 4 to 80 km northwest of the city of Grande Prairie, Alberta. Advantage’s land holdings consist of 228 net sections (145,920 net acres) of liquids-rich Montney lands at Glacier, Valhalla, Progress and Pipestone/Wembley. Management estimates a future drilling inventory of >1,400 horizontal well locations. Total estimated capital expenditures over the life of the project could exceed $10 billion with associated reserves and production growth. Production has grown to 50,000 boe/d.

www.advantageog.com/about/strategy

Präsentation Feb. 2023
www.advantageog.com/wp-content/uploads/...or_Presentation.pdf

WKN: 863403 ISIN: AU000000STO6

"Santos is one of Australia’s biggest domestic gas suppliers and a leading LNG supplier in the Asia Pacific region"

www.santos.com/about-us/

******

2022 Full-year Results
22 nd, Feb 2023

"Highlights

   Underlying profit[1] US$2,461 million, up 160%
   Reported net profit after tax US$2,112 million, up 221%
   EBITDAX[1] US$5,646 million, up 101%
   Free cash flow[1] US$3,641 million, up 142%
   Balance sheet strengthened with gearing reduced to 18.9 per cent
   Annual merger integration synergies US$122 million
   US$1,455 million in announced shareholder returns for 2022, comprising:
       a 78% increase in the final dividend to US15.1 cents per share unfranked (US$500 million), bringing total dividends declared for the year to US22.7 cents per share (US$755 million)
       The previously announced increase in the on-market share buyback to US$700 million

www.santos.com/news/2022-full-year-results/

European natural gas prices could more than double in 2024, Goldman Sachs says
The region's energy crisis will not find a 'sustainable solution' until 2025, says investment bank

mehr
www.thenationalnews.com/business/energy/...oldman-sachs-says/

Crew Energy Announces 2022 Reserves With Continued Growth in Proved Developed Producing Reserves and Production While Materially Reducing Debt and Provides an Operations Update

Auszug
"ALGARY, Alberta, Feb. 09, 2023 (GLOBE NEWSWIRE) -- Crew Energy Inc. (TSX: CR; OTCQB: CWEGF) ("Crew" or the "Company"), a growth-oriented natural gas weighted producer operating in the world-class Montney play in northeast British Columbia (“NE BC”), is pleased to provide highlights from our year-end independent corporate reserves evaluation prepared by Sproule Associates Ltd. (“Sproule”) with an effective date of December 31, 2022 (the “Sproule Report”), along with an operations update.

The Company’s two-year plan concluded at the end of 2022, and the successful execution of this plan is demonstrated by our year-end 2022 reserves. The updated reserves reflect strong additions to Proved Developed Producing (“PDP”) reserves along with meaningful increases in production levels, adjusted funds flow1 (“AFF”) and free AFF2 which were directed to debt repayment, resulting in significantly improved leverage metrics exiting 2022. Looking forward, Crew plans to build on this momentum by continuing to grow PDP reserves while harvesting the Company’s Total Proved (”1P”) reserves and Total Proved Plus Probable (“2P”) reserves, as we have consistently done since 2014. Expanding our 1P and 2P reserves beyond current levels will require additional infrastructure which is planned with the addition of a new gas plant at Groundbirch, the timing and sanctioning of which will be dependent on supportive natural gas prices and other factors as outlined in our corporate presentation. Crew’s primary goal over the past two years has been realized with debt being reduced materially, placing the Company in a strong financial position. Our primary focus will continue to be maintaining balance sheet strength while unlocking the inherent value of our vast resource.

Crew’s 2022 reserves evaluation reflects the addition of 18.7 million boe of PDP reserves to total 88.6 million boe, representing an 8% increase year-over-year and a 27% increase when including the replacement of 2022 production volumes of 12.1 million boe. Crew also materially increased the before tax net present value discounted at 10% (“NPV10”) of our year-end 2022 PDP reserves by 46% to $985 million. The Company’s Q4/22 average production increased to 32,893 boe per day3, above guidance of 30,000 to 32,000 boe per day and an increase of 13% over the 29,142 boe per day3 in Q4/21, while reducing net debt1 by 63% over year-end 2021 to $150 million at year-end 2022"

crewenergy.com/news/article/?pid=7036

Auswahl  

Wood Mackenzie, Simon Flowers

 Auszug  "Who has fared well?  Big importers of Russian oil ignoring the sanctions, including China and India, and accessing heavily discounted crude and products. Crude and oil product shippers. Gas-producing countries, particularly those connected by pipeline into Europe. Oil and gas producers, particularly integrated companies with trading capabilities, along with US refiners. Power producers in Europe with high exposure to renewables, hydro and nuclear merchant capacity (though windfall taxes and market reform may make any gains short-lived).  The US LNG industry, set to double capacity, and Qatar. The US economy, energy-independent and with relatively low energy costs. Investors in low-carbon technologies and associated supply chains.   Who has fared badly?  Gas and electricity consumers in many parts of the world. Gas importers, including some in Europe that have required government bailouts. Last but not least, Russia, which has not only lost 130 Bcm of annual gas exports to Europe worth more than US$30 billion a year of pre-war revenues and unlikely ever to be replaced by alternative export options. It’s also blown its credibility as a reliable trading partner.

 

 

 

 

www.woodmac.com/news/the-edge/...-is-changing-energy-markets/

Gute Zahlen

PEYTO REPORTS RECORD PROFIT AND CASH FLOW IN 2022

Auszug

"Full Year and Q4 2022 Highlights:

• Strong 2022 financial metrics – Annual operating margin 1,2 of 70%, combined with an annual profit margin 3 of 32%,
delivered a 2022 return on capital employed ("ROCE"4) of 16% and return on equity ("ROE"4 ) of 19%.

• Record Funds from Operations5 – Annual funds from operations ("FFO") rose 76% from $470 million in 2021 to a record
$828 million in 2022 (an increase of 71% per diluted share), due to higher realized commodity prices and greater production.
Q4 2022 FFO was $221 million ($1.26/diluted share), up 33% from Q4 2021.

• Record Earnings of $391 million – Annual earnings of $2.23/diluted share, up 151% from 2021, represented a profit margin
of 32% and funded $0.60/share of dividends to shareholders. Fourth quarter 2022 earnings were $113 million, for a 35%
profit margin.

• Annual Production up 14% – Annual production increased 14% from 91,051 boe/d to 103,548 boe/d (544 MMcf/d of
natural gas and 12,949 bbl/d of natural gas liquids). Q4 2022 production of 104,944 boe/d (553 MMcf/d of natural gas and
12,840 bbl/d of natural gas liquids), was up 8% over Q4 2021.

• Free Funds Flow6 Tripled in 2022 – Free funds flow totaled $321 million in 2022 as compared to $105 million in 2021.

Net debt 7 was reduced by $214 million and the Company returned $102 million to shareholders in the form of dividends."

www.peyto.com/Files/News/2023/Q42022PressRelease.pdf

US Energy Information Administration,

Notable Forecast Changes 2023 2024
The current STEO forecast was released March 7.
The previous STEO forecast was released February 7.

Natural gas price at Henry Hub (current forecast) (dollars per MMBtu)

$3.02 $3.89

Previous forecast $3.40 $4.04
Percentage change -11.2% -3.8%

www.eia.gov/outlooks/steo/

National Bank of Canada: Buy 18,5 CAD
twitter.com/emmpeethree1/status/1634202350771372032

Shell fehlt noch im Depot.

Am Freitag stieg der Preis etwas an.  

Corporate Profile

EQT Corporation is a leading independent natural gas producer with an evolutionary focus on our future. EQT has operations in Pennsylvania, West Virginia and Ohio and is dedicated to responsibly developing our world-class asset base in the core of the Appalachian Basin. While we are currently the largest producer of natural gas in the United States, we know being the biggest doesn’t always mean being the best. With that in mind, EQT is making strides toward becoming the best producer by creating long-term value for all stakeholders, including employees, landowners, communities, industry partners and investors.

Präsentation
s24.q4cdn.com/922296017/files/...22-Earnings-Presentation.pdf

Die Schwäche gefällt mir nicht.

"Topaz is principally exposed to high-quality, long-life, lower emission natural gas royalty assets, backed by an investment grade Canadian natural gas producer. Topaz currently owns gross overriding royalty (GORR) interests on approximately 5.3 million acres of land located throughout the most prolific natural gas plays in the Western Canadian Sedimentary Basin (WCSB) strategically situated for future LNG takeaway.

Topaz has GORR interests on over 380 thousand acres of land strategically located in the Clearwater area in Alberta, which is a rapidly emerging oil play with appealing environmental characteristics including decreased land usage from multi-well, multi-leg pad development and reduced sand and freshwater usage as no hydraulic fracture stimulation is required.

Topaz owns non-operated interests in natural gas processing facilities which service prominent WCSB natural gas resource plays in addition to pipeline connected water disposal and storage infrastructure which services the Alberta Montney play.  All of the Company's energy infrastructure assets are underpinned by long-term, fixed fee commitments."

topazenergy.ca/assets/

Präsentation Feb 2023

topazwebsite.cdn.prismic.io/topazwebsite/...Update+vFinal.pdf

Michael Rose, president and CEO of Tourmaline Oil, joins BNN Bloomberg for an interview with Andrew McCreath to talk about outlook for natural gas prices, and the company's free cash flow allocation. Rose says the company remains quite resilient from pricing, revenue and cash flow standpoint.

www.bnnbloomberg.ca/video/...depth-tourmaline-oil-ceo~2658549

80% of current production is natural gas
$2.17B annual revenue

Tourmaline is Canada’s largest natural gas producer focused on long-term growth through an aggressive exploration, development, production and acquisition program in the Western Canadian Sedimentary Basin.

www.tourmalineoil.com/

Präsentation März
tourmaline.cdn.prismic.io/tourmaline/...rp-Overview-March.pdf

SL rote Linie

Commodity Ratios

Chart NG/DJ ab Min. 13

youtu.be/8vpL-siAT1k