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Pioneer Natural Resources Company (PXD)

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226.18-9.15 (-3.89%)
收市價: 04:00PM EDT
225.00 -1.18 (-0.52%)
市前: 04:49AM EDT
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  • D
    Drew C.
    $LPI conversation
    Excellent EIA number for oil producers, just out. Net commercial drawdown of 2.76 million barrels, overall drawdown of 9.71 million barrels! SPR drawdown of 6.95 million barrels.

    $LPI $CPE $CDEV $SM $FANG $ESTE $PXD $OAS $XOP
  • D
    Drew C.
    $LPI conversation
    EIA numbers show a net draw of 7 million barrels of oil (all-in, including the SPR) in the latest reported week. That includes 6 million barrels from the SPR and a net 1 million barrel draw from commercial inventories/production.

    In the prior week, only 5 million barrels were drawn from the SPR, so this time they took 6 million barrels from the SPR and even with that required an additional 1 million barrels (net) draw from commercial. Try as they might, draining the SPR is not causing a glut of oil or bringing down oil prices. And the SPR will be refilled eventually, even POTUS Brandon has said this. Currently WTI crude is $110+/barrel, 30 minutes after this week's EIA data release, up slightly from yesterday.

    $LPI $ESTE $OXY $FANG $CDEV $SM $CPE $PXD
  • D
    Drew C.
    $LPI conversation
    Today's EIA report was incredibly bullish for oil. Overall oil drawdown of 8.4 million barrels in the latest reported week. SPR drawdown was a massive 5.0 million barrels (by far the biggest this year), yet even with that the commercial (non SPR) inventories went down a net 3.4 million barrels.

    SPR is now down 14.6% from one year ago.
    Commercial (non SPR) is down 13.4% from one year ago.
    Total US oil inventory (all of the above) is down 14.1% from one year ago.

    $LPI $ESTE $CDEV $SM $FANG $PXD $CPE
  • C
    Cheryl
    $PXD conversation
    $PXD Pioneer Natural Resources since $164.11 June 29, 2021 divvys $17.43 + SP appreciation $114.57= $+$132.00 +80.4%. $AR $DDAIF $IBM $TMV (trading) $ENLC
  • p
    pal
    $FANG conversation
    $FANG joins $CVX, $PXD, $SM and $HES in guiding Q2 volumes BELOW Q1

    😀😀😂
  • D
    Drew C.
    $LPI conversation
    Large net US oil draw reported by EIA today, regarding the past week's data. Net draw of 2.9 million barrels overall, with a net draw of 1.0 million barrels excluding the SPR (Strategic Petroleum Reserve). That means that despite the SPR putting nearly 2 million extra barrels on the market (to try to mitigate an oil price rise), all of those were used in the market plus another 1 million barrels, net of production. Should be bullish for the price of oil.

    $LPI $CPE $SM $CDEV $FANG $PXD
  • D
    Drew C.
    $LPI conversation
    EIA today reported a very large 5.35 million barrel drawdown of US crude oil inventory over the past week. That's the number that includes the strategic petroleum reserve (SPR) which is the number I favor using, as it's the most complete picture of inventory. Over 3 million barrels were taken from the SPR, which makes the overall number look like a still robust 2.1 million barrel draw, but by no means is that a full indication of oil usage vs. production.

    Oddly enough, the price of WTI crude moved down when the EIA news was released, from slightly above $80/bbl to the $79's. This smacks of manipulation but who knows. The inventory numbers are what they are, and eventually the market will recognize this.

    $LPI $CPE $SM $CDEV $FANG $PXD
  • D
    DANIEL
    $CPE conversation
    What is the impact of high inflation and a strong dollar on oil stocks?

    High Inflation: Oil stocks become more desirable to investors as a protection against inflation. "Energy stocks have the best track record during periods of rising consumer prices" (Financial Post, Feb 21, 2021).

    Strong Dollar: This normally means lower commodities prices (including oil). However, two factors will make it different this time (1) the unprecedented underinvestment in oil leading to tight supply while demand continues to be strong, and (2) COVID-driven high inflation is a global phenomenon, not only in the US. When that happens, there is a flight to safety from various currencies to the US dollars, making USD stronger as it is happening now. So, the current strong dollar is extraordinary.

    Feel free to add your thoughts.

    $OXY $RIG $OIH $XOM $CVX $VET $EOG $CNQ $LPI $CLR $CDEV $CPG $KMI $HAL $SLB $PXD $MRO $CEI $DVN $KOS
  • D
    Drew C.
    $LPI conversation
    EIA data just out, reports a very strong net oil draw over the past week. Overall US oil shows a net draw of nearly 5 million barrels. "Commercial" (excluding SPR) shows a net draw of 2.6 million barrels, this is because 2.4 million barrels were taken from the SPR.

    Despite the introduction of more SPR oil to the market, the net draw continues to be strong. Total oil inventory is now 11.7% below the year-ago level, and commercial (excluding SPR) is now a whopping 14.7% below the year ago level.

    $LPI $CPE $CDEV $SM $FANG $PXD
  • D
    Drew C.
    $LPI conversation
    EIA report just out shows that net US oil inventory increased 1.1 million barrels over the past week. And that's with the SPR releasing 3.4 million barrels into the market during the week. SPR had been releasing at a rate of 2 million barrels per week, so they stepped that up, yet most of this was easily absorbed. Overall inventory remains 9.3% below last year's level at this time, and excluding the SPR it's 10.2% below last year's level.

    $LPI $CPE $CDEV $SM $FANG $PXD
  • N
    Nicholas
    (Bloomberg) -- Gasoline demand surged to a a record high as Americans took to the road for the July 4th holiday weekend.
    Gasoline supplied, a proxy for demand, rose to 10 million barrels a day the week ended July 2, the highest in data going back to 1990, according to the Energy Information Administration.
    Demand has regained its footing as vaccinations and easing economic restrictions propel more Americans to resume their pre-pandemic lifestyles. Oil prices have risen almost 50% this year as U.S. refineries run close to full-bore to keep up with fuel demand. While the U.S. recovery quickens, the world’s largest oil producers can’t agree on how to supply the market with Saudi Arabia advocating for tempered supply increases given the potential headwinds that still exist.
    “Demand is bucking with the price spikes and summer driving, but with high gas prices and inflation, the picture in September may look different,” said Trisha Curtis, co-founder of PetroNerds.
    The moving average for demand also climbed higher, reaching the most since late 2019. But on a seasonal basis the figure was still about 150,000 barrels a day short of July 2019, suggesting the market still has some room to recover.
    U.S. motorists hit the road in large numbers despite contending with the highest gasoline prices since 2014. The average pump price Thursday was $3.14 a gallon, according to auto club AAA.
    © 2021 Bloomberg L.P.

    $CLR $RIG $OXY $COP $VLO $HFC $NOV $HP $RES $MUR $XOM $CVX $BP $KMI $MRO $DVN $PXD $HAL $BKR $SLB $MPC
  • D
    DANIEL
    $OXY conversation
    "The breakeven price for oil in many OPEC nations' budgets is between $70 and $75 a barrel — meaning they are only now just breaking even."

    "OPEC is not interested in pushing prices back down to $60 a barrel. They have zero interest."

    - Francisco Blanch, Head of Global Commodities at Bank of America

    So, OPEC+ won't rock the boat and supply will remain tight while demand continues to increase. Good news for oil stocks.

    https://www.cnn.com/2021/11/03/business/gas-prices-oil-opec/index.html

    $OXY $CPE $RIG $OIH $XOM $CVX $VET $EOG $CNQ $LPI $CLR $CDEV $CPG $KMI $HAL $SLB $PXD $MRO $CEI $DVN $KOS
  • D
    DANIEL
    $OXY conversation
    “OPEC refuses to step up oil supply hikes and risks bare-knuckle fight with White House”

    “What happens in the coming weeks will have major implications for the global economy.”

    $OXY $CPE $RIG $OIH $XOM $CVX $VET $EOG $CNQ $LPI $CLR $CDEV $CPG $KMI $HAL $SLB $PXD $MRO $CEI $DVN $KOS

    https://financialpost.com/commodities/energy/opec-panel-recommends-keeping-current-pace-of-oil-supply-hikes/wcm/877c28c5-5213-4121-8145-27c9642d79e7/amp/
  • D
    Drew C.
    $LPI conversation
    $90/barrel WTI crude oil is here! First time since 2014.

    $LPI $CPE $SM $CDEV $FANG $PXD
  • b
    beam_me_up_pls
    $GTE conversation
    "I never received a call from the administration about adding more rigs," says $PXD CEO Scott Sheffield to
    Sully CNBC . "I don't think we have an obligation to grow production...we added too much oil several different times over the last 10 years and we had a price collapse."
    GTE is waaaay under value.
    GTE is waaaay under value.
  • D
    Drew C.
    $LPI conversation
    HUGE net draw reported by EIA just now. Net draw of over 6.1 million barrels for the past week, including SPR. Draw of over 4.7 million barrels when excluding SPR (which means about 1.4 million barrels were released from SPR, yet it was all absorbed and then some).

    $LPI $CPE $SM $CDEV $FANG $PXD
  • D
    Drew C.
    $LPI conversation
    This week's EIA report (just out) indicated a net overall weekly draw in US oil inventory of 6.45 million barrels. The US Strategic Petroleum Reserve (SPR) was drawn by 3.0 million barrels during the week, yet despite this the net commercial change was a draw of 3.45 million barrels.

    US commercial oil inventories are (as of the report) 18.3% below the year ago levels, and the US SPR is 10.9% below year ago levels.

    All of which should be very bullish for WTI crude oil prices going forward, IMO.

    $LPI $CPE $SM $CDEV $FANG $PXD $OXY $ESTE $XOP
  • P
    Phil
    This stock is at a great price point right now. I’ve been watching it for months, and trading in and out. John Goff is an investing savant, and he’ll own about 8% of this company post-merger. David Rockecharlie has also been boasting of this roll-up strategy since at least 2017, likely even earlier (2017 was the earliest video I could find). These guys get it and have been preaching this story for years. and they’ll continue picking up the scraps from noncore holders for fractions of their value. We’re seeing today would we might call in 2/3/4 years “hindsight is 20/20” - this is the right move albeit not sexy or popular, like a $PXD or $XOM or $FANG. Those are great companies too, just an entirely different strategy. This stock will go one of two ways: 1. It’ll be the Altria of Oil & Gas - a shareholder returned focused company operating in a slowly shrinking space (depending on adoption of renewables) OR 2. Continue to acquire assets for KKR at fire sale prices and strip out costs and move on to the next. Either way we’ll be fine, I love seeing Goff stay in this for his shares. The KKR team gets a management fee of about $1million a week, I’m fine with that. P.S. Goff has (+/-)$200million in this company…
  • ẞeyhmus
    $XOM conversation
    Return of some Energy companies since 2020-01-01:
    $PXD 31.2%
    $MRO 22.4%
    $EOG 14.3%
    $HAL 8.5%
    $XOM 1.9%
    $CVX 1.1%
    $KMI -1.3%

    Index:
    $XLE 5.6%
    $VDE 9.4%
  • D
    Drew C.
    $LPI conversation
    EIA report out today showed a net overall weekly draw in US oil inventory of 6.7 million barrels. The Strategic Petroleum Reserve (SPR) put 4.2 million barrels on the market during the week, but it still wasn't enough to meet demand. Thus commercial inventories declined 2.5 million barrels despite the draining of 4.2 million SPR barrels.

    Compared with inventories one year ago, US commercial inventories are 17.8% below the year ago levels, and the SPR is now 10.4% below year ago levels. Supply simply isn't keeping up with demand.

    $LPI $CPE $SM $CDEV $FANG $PXD $OXY $ESTE $XOP