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...Oil producers hedge prices in futures and other derivatives markets to guard against price drops and ensure they have cash to fund drilling, debt payments and other expenses....
...In overall trends, finance related to gas-fired power, Arctic oil and gas, and ultra deepwater oil and gas projects fell last year, while it increased for companies focused on LNG....
...“I think the biggest take is that the business is holding together and setting up for what should be accelerating growth over the next three quarters,” said Gene Munster at Deepwater Asset Management....
...Gene Munster at Deepwater Asset Management said he was surprised by Apple’s decision to settle the case, given companies commonly offer commentary on market trends....
...Deep dive BP is betting big on the Gulf, 14 years after the Deepwater Horizon explosion caused the biggest offshore oil spill in US history, The Wall Street Journal reports....
...Three-quarters of global iPhone owners used Apple Pay in 2022, according to Deepwater Asset Management. The adoption is particularly pronounced among those aged 18-29 according to Mizuho....
...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...“They know this isn’t the breakout year,” Munster at Deepwater said. “They just want to get developers on board and figure out the applications people are going to want to use.”...
...Plenty of people raised questions about BP’s corporate governance in the wake of the disastrous Deepwater Horizon oil spill in 2010....
...“The Vision Pro is going to be a major product for Apple over the long term, that is, the next five to 10 years,” said Gene Munster at Deepwater Asset Management....
...“He surely knew it was coming this week,” said Gene Munster at Deepwater Asset Management. “Apple is going to war with the DoJ, and settlement is not an option.”...
...“They have a growth problem, and when you are $400bn plus in revenue and you are a tech company, it’s part of your DNA to grow,” said Gene Munster at Deepwater Asset Management....
...“I think there’s just a belief that there’s all this noise in the background, and ‘don’t worry about it’,” said Gene Munster, managing partner at Deepwater Asset Management....
...uncertainty over future oil demand in the years ahead with the energy transition, investors increasingly value the flexibility that short-cycle shale provides in terms of quick returns when compared to Guyana’s deepwater...
...Thursday’s stock price reaction reflected “a vortex of noise” around the company’s financial guidance, as some analysts adjusted their forecasts to reflect the shorter period, said Gene Munster at Deepwater...
...Lula voters, and while the leftwinger has avoided taking a firm position, he has said he found it “difficult” to believe the activity would cause ecological problems given the 500km distance between the deepwater...
...After refusing a drilling request, Brazil’s environmental agency is considering an appeal filed by Petrobras....
...“This clearly is pushing the boundaries of previous deepwater and ultra-deepwater developments,” said Ian Thom, upstream research director at Wood Mackenzie....
...The UK Labour party has vowed a tougher stance on new oil and gas drilling if it wins power in elections next year, as polls suggest it would. Rivals such as Harbour are looking to diversify abroad....
...They also worry about the potential damage caused by offshore drilling to Guyana pristine environment....
...The deepwater block is in an area of the Atlantic Ocean seen as one of the next frontiers for extraction, but campaigners say the site in question is ecologically rich and fragile....
...That cash flow is being ploughed into both drilling and carbon capture technology, including CO₂ sequestration facilities, transport pipelines and storage concentrated along the Gulf of Mexico coast....
...Gene Munster, managing partner at Deepwater Asset Management, said a “worst case” was that the ban inside government would cut global iPhone sales by 2 per cent and overall revenues by 1 per cent in 2024...
...Munster from Deepwater Asset Management said he was initially “shocked” by the $3,500 price point and drafted a note to clients emphasising his disappointment....
...“They move at the speed and force of a glacier,” says Gene Munster, managing partner of Deepwater....
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