Posted by zhangzuode > 2022-08-04 10:23 | Report Abuse

The estimates provided do not include any one-off items like impairment, negative or positive goodwill or such income / expenses.

Posted by zhangzuode > 2022-08-09 08:41 | Report Abuse

As posted before, shale oil is currently facing equipment constraint:

https://www.zerohedge.com/commodities/us-shale-defy-calls-boost-output-they-funnel-profits-shareholders

Posted by Sslee > 2022-08-09 08:52 | Report Abuse

The only reason I can think of why Hib sudden drop is Ting Hai effect brought by MoneyMakers and KYY.

Posted by zhangzuode > 2022-08-10 10:37 | Report Abuse

I have basically given up on rationalizing the drops.

Nonetheless, unless one is a "day" trader, fundamentally, the oil sector, much like the metal sectors as well, are facing supply constraint. And this will eventually lead to higher prices for the commodities.

Posted by zhangzuode > 2022-08-10 14:53 | Report Abuse

Of course, the emotion and right brain has been in pieces...

Posted by zhangzuode > 2022-08-25 15:23 | Report Abuse

Why Saudi / Venezuela / Shale oil not investing in new oil production capacities
https://www.zerohedge.com/energy/tverberg-why-no-politician-willing-tell-us-real-energy-story

Posted by zhangzuode > 2022-09-16 19:13 | Report Abuse

https://www.zerohedge.com/commodities/us-shale-warns-energy-stricken-europe-no-bailout-coming

Posted by zhangzuode > 2022-09-18 10:19 | Report Abuse

https://www.hellenicshippingnews.com/lower-oil-prices-defy-robust-forecasts-for-global-demand/