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Interesting comment here….loads of gas to come online in Malaysia. From 50mcf/d to 300mcf/d
https://www.cnbc.com/video/2024/01/16/europe-will-be-challenged-from-an-inflation-perspective-following-red-sea-tensions-says-enquest-ceo.html
Things about to get interesting…..
- Libya’s top oil field Sharara halts production following protests
- OPEC+ Re-Affirms Commitment to Market Stability: Statement
- Deadly blasts in Iran
- US seeks up to 3M bbl crude for SPR delivery in April
Another thought - given Enquest are sheltered from 40% corp tax for tax losses of $2.3Bn it would make so much sense for HBR to get in bed with ENQ on its NS assets. Would it not transform HBRs UK portfolio from loss making to profit making overnight?