$WTI原油主连(2409)(CLmain.US)$$NovaGold Resources(NG.US)$Demand is up, but our ability to add supply is HIGHLY constrained. The two biggest problems are: Financing. It's very hard to get borrowers to invest in oil and gas right now, thus, any new D&C activity must be financed by free cash flow. Operating costs. Everything has gone up in price. A lot. I know it's a meme on here, but inflation is very real. Chemical costs, steel costs, hydrochloric acid costs, labor costs, all have gone up more than 15% this year. This heavily impacts our ability to D&C new wells and stay cash flow positive. Demand for WTI and NG hasn't decreased substantially from pre-pandemic levels. We are only going to see an even further crunch in prices as demand continues to remain constant and our ability to add to supply decreases.
Wacho-el-Wero : $赫克拉矿业 (HL.US)$
$淡水河谷 (VALE.US)$
Wacho-el-Wero : 你怎么这样分享你的桌子?
iamiam楼主 Wacho-el-Wero: 有一个符号可以点击,然后有不同的共享选项
Wacho-el-Wero iamiam楼主: 谢谢家人
Wacho-el-Wero : 刚拿到一些 $B2Gold (BTG.US)$
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