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Nothing fundamental had changed with supply / demand for Oil / gas ... yet the big players are moving the market however they like ... pure market manipulation.
Market flat and stable yesterday until yanks woke up ... then crash, down WTI / Brent down +11%, same today, yanks online after stable morning ... bammmm down oil goes >3% atm
NS O&G industry is in a complete mess atm ..... no one wants to invest, no one will think WFT is a one off, etc etc ... trust has been lost afaic .... Dump the WFT ASAP and get some normality back again .... You just have to see how Brent had its 3rd biggest one day fall for 34 years yesterday, you can not make big calls with commods all over the place. .... confidence needs to return to sector NOW !!
Nadhim Zahawi as ex GKP chief strategy officer should know, what's what in the oil game.
aimo
Time for BlackRock to step in.
Free fall now.....
Maybe Linda is a Russian Oligarch.
An oil price in the $70-90 bracket would be much better for the world economy than $100-120 so it does seem odd that Harbour are punished relentlessly no matter what!
305p moving up. brrrrrrrrrrrrrrrrrrrrrr
Much better to remove levy and replace with actual WFT of say, one-off tax eg +15% on profits.
The main flaw with WFT is, as gas / oil falls to get closer to the point at which the levy will be removed (unknown critical details atm) prior to sunset, the less cash like of HRB / SQZ / I3E / IOG et al will have to invest ..... with falling commods and lower revenue it will not be long before ALL NS Investment will cease, regardless of 91% rebate as no CEO worth their salt will risk spending £millions£ on a FID with 20-30% CoS drilling esp when the rules change overnight. Cash will always be king !
Levy needs to be removed, period !!
aimo
The WT may not be scrapped.
More changes to the Bill like the one BP.or..2b mentions are increasingly likely.
Give the new Chancellor a chance to get his feet under the desk and pick up the Energy Levy file! I am sure it will be one of the first he picks up.
That was this morning in parliament, if scrapping don't you think then was an opportunity to call for a full independent review of levy and give them an easy out?
I think the tax will stand as people need a scape goat and we now have target as an industry, that said I think it will be amended to have plenty of wriggle room to move money around. I hope I'm wrong and it's scrapped completely but Boris is fighting for his career as PM and doesn't want the green brigade causing an environmentally charged campaign against him or the Torys not being green. Imo
I think until yesterday there was a slight chance of an amendment to the WT/EPL to allow for hedging and prior investment.
Today however I think there is a reasonable chance of seeing the tax being scrapped altogether.
Sunak said in his resignation letter that he was proud of the furlough scheme. I don't see how putting the country into more debt is something to be proud of.
Oh god, you don’t genuinely believe that do you..
got to be in it to win it ;-)
Lets hope it is scraped otherwise this dog is only going one way until results
Down
up or down?
brent nicely off yesterday's lows. up $3
some consumer stocks doing good today.
Dbno wave coming
bout some under 313p
all absolutely useless when it still drops
FT 100 Company
Board own 2.6% of Company
NEDs Buying in...
Buybacks at fantastic price in
GIC near exit (possibly)
Record debt Reduction
Oil Above 100$ all year
Gas at very high price.
Tolmont Ramping up
Tomont East Gas due 2023
Drilling at Catcher
Drilling at J Area
Drilling at Andoman near completion
Major drilling at Timpani
Zama FID nearing
Tuna FID nearing
Net Zero Projects progressing
Great M&A Record, possibly more coming.
Likely Dividend increase
Favorable $USD to £GBP exchange
Capitol Restructure programme next month.
Excellent Safety Record.