Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://youtu.be/PsC_opJA2A8
Interesting YouTube video looking at Russias oil supply market
PM @masrour_barzani today arrived in Turkey, during which he will meet with Turkish President Recep Tayyip Erdogan. Both sides plan to discuss means of developing relations between the #Kurdistan Region & Turkey, especially gas, security & political developments in #Iraq.
Where are they going to get all of the oil and gas from
https://www.energyintel.com/00000180-19ad-d278-a7c8-7ded42d20000
Hope the link opens once oils released from strategic supplies runs its course the need to rapidly increase production from large fields will intensify a great motivation to get FDP’s agreed and implemented
https://www.zerohedge.com/energy/todays-energy-shortage-worse-1970s-oil-crisis
The geopolitical landscape has rapidly changed this is in GKP’s favour EU’s energy security is in focus IOC’s will be looking to provide solutions and countries can gain political and economic status helping to fill this gap GKP - large hydrocarbons base route to market must be on the radar
https://www.zerohedge.com/energy/long-term-oil-prices-beginning-top-reflect-coming-oil-shortage-part-1
Large oil field with undeveloped potential and established routes to market must now be in in focus with the geopolitical landscape shifting to energy security
https://www.zerohedge.com/geopolitical/visualizing-eus-energy-dependency
https://www.zerohedge.com/energy/could-ukraine-crisis-trigger-oil-super-cycle
Big oil is writing down is Russia reserve base on the balance sheet sooner or later they are going to look for new long term projects with a route into Europe
https://www.zerohedge.com/energy/big-oil-turning-its-back-russia
With big oil pulling away and rightfully so from Russia but a massive global need for long term oil reserves with a route to market GKP is looking more attractive than ever!
https://www.zerohedge.com/markets/saudis-warn-oil-shortage-shock-blame-net-zero-underinvestment
The retail share base in GKP is most likely built from
Long term physical share holders who are focusing on true value moves like today are aimed at putting pressure on marginal short term holders therefore it will soon exhaust itself as the downside momentum becomes starved of liquidity
Large dividends are a opportunity for short term funds to make a trade for the dividend and sell covered calls or put options into the rise this has in the very short term put pressure on the price also as the oil price approach $100 the bullish bet on oil contracts will have reached a target area for profit taking, Iran has approx 80 mil barrels in storage to release to the market if they cut a deal that in practical terms is less that a days global consumption the current oils market does not factor in full reopening and the return of air travel the issues in the Ukraine is not just about NATO is about energy routes to market the world is entering a period of a massive push to gain energy security and GKP will due to its contracted resource base will eventually benefit from that rush money always transcends political posturing in the long run
https://www.zerohedge.com/markets/oil-could-be-haven-stocks-traders-need-shelter-fed
https://www.zerohedge.com/energy/china-chipping-away-americas-influence-middle-east
http://www.bnnbloomberg.ca/video/we-could-see-100-dollar-oil-by-the-end-of-this-year-eric-nuttall~2358618
GKP’s free cash flow will soon outperform its market cap
https://www.zerohedge.com/markets/oil-and-gas-discoveries-plunge-lowest-level-75-years
With a world class onshore field and a large reserve base to go at the tight oil market moving forward makes look very attractive
https://www.zerohedge.com/commodities/oil-market-year-review-big-storage-unwind-2021-and-looking-forward
The financial market for oil is much larger that the physical market short term market moves in price does not always represent the reality oil storage levels are tight