Memuat…
A weekly FreightWaves oil review examined how the Dallas Federal Reserve estimates shale production costs. The Dallas Fed said the long-dated WTI futures curve on CME is the best measure of marginal supply cost.
The article contrasts this with earlier estimates of shale breakeven costs near $75-$80 per barrel.
If the long-dated futures curve reflects marginal shale cost, that level acts as a soft floor on sustained crude prices, since shale output would slow if prices stayed below it.
freightwaves.comJohn Kingston25 Mei 2019Setelah 56 peristiwa laporan netral sebelumnya, Minyak Mentah (WTI) bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -2,7% sampai +2,5%), dan +0,8% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
