APBR (ord) APBRA (pref) Petrobras Brasil

[ProfNeurus]

Finalmente tendremos un mervalete corrigiendo alguito de toda esta suba y apbr verdecita?

Dicho y hecho.

[virrey]

y Brasil esta due para un rebote. El EWZ deberia ir a 40. Ya le dieron demasiado.

Russia desde que la mataron en Diciembre / Enero ya reboot un par de meses lindo.... ahora esta empezando a recular otra vez pero a Brasil no le vienen mal un rebotin de dos meses...

Despues veremos.

[valiant]

taaanto crudo importa????

400 mil barriles netos de crudo /derivados por dia promedio.
afuera de brasil produce solo 70 mil barriles que si son afectados por la baja del petroleo.

el resto de la produccion brasilera 2.200.000 barriles por dia,se vende como combustible en reales dentro de brasil.
pero las regalías de esos 2.2 millones dependen del precio internacional.
el 55% del costo del barril eran regalias.
con estos precios tienden a cero.

[virrey]

petrobras en el paraiso con esta baja.
menos costo de importaciones,menos regalias para 2.2 millones de barriles por dia.[/quote]

Yo estoy de acuerdo con esto. Vuela con los resultados operativos al menos en el corto. Despues se tienen que arreglar varias cosas para que suba en serio.

[virrey]

no claro, xq hace comida rapida.. pavadas no virrey[/quote]


Para ser una petrolera (no un drilling company) bajo como si el crudo hubiera bajado a 25. Por eso digo que no le afecta si sigue bajando el crudo un poco mas. Los driver pasan por otro lado a partir de ahora, me parece.

[virrey]

Buen punto, a menos que el exceso de inventario pese mas y muchos proyectos que hubieran sido viables ya no lo sean. En definitiva es un commodity.

[martincodos]

taaanto crudo importa????

[valiant]

crudo -13% en 5 ruedas....

petrobras en el paraiso con esta baja.
menos costo de importaciones,menos regalias para 2.2 millones de barriles por dia.

[mmarcodelpont]

la Baja en el crudo ya no le afecta a PBR, por mas que se vaya a 30

no claro, xq hace comida rapida.. pavadas no virrey

[valiant]

Are oil prices and interest rates correlated?

There's no easy answer to this question. While many theories abound, the reality is that oil prices and interest rates have some correlation between their movements, but are not correlated exclusively. In truth, many factors affect the direction of both interest rates and oil prices. Sometimes those factors are related, sometimes they affect each other, and sometimes there's no rhyme or reason to what happens.

One of the basic theories stipulates that increasing interest rates raise consumers' and manufacturers' costs, which, in turn, reduces the amount of time and money people spend driving. Less people on the road translates to less demand for oil, which can cause oil prices to drop. Thus, in this instance, there might be what we'd call an "inverse correlation" where one thing rises and the other drops.

By this same theory, when interest rates drop, consumers and companies are able to borrow and spend money more freely, which drives up demand for oil. The greater the usage of oil, which has OPEC-imposed limits on production amounts, the more consumers bid up the price.

Another inversely correlated theory, which can occur simultaneously with the first, proposes that rising or high interest rates help strengthen the dollar against other countries' currencies. When the dollar is strong, this helps American oil companies to buy more oil with every U.S. dollar spent, ultimately passing the savings on to consumers. Likewise, when the value of the dollar is low against foreign currencies, something that can happen with sinking interest rates, U.S. dollars buy less oil than before. This, of course, can contribute to oil becoming costlier to the U.S., which consumes 25% of the world's oil.

With all that said, factors such as hurricanes, wars, increased efficiency of new cars, lowered OPEC output, and changes in domestic oil production all can have uncorrelated effects on oil prices. Just when you thought oil prices should go up or down opposite of interest rates, they do something entirely different. Even the fear of occurrences such as natural disasters and wars can cause oil prices to spike just when they should be dropping, as seen over the last decade.

propongo otra mucho más interesante.
con que tasa vas a descontar el flujo de fondos de un proyecto de extraccion de petroleo?
una suba de tasas implica una suba de tasa de descuento de flujos futuros y puede requerir precios crecientes para compensar.

[virrey]

la Baja en el crudo ya no le afecta a PBR, por mas que se vaya a 30

[mmarcodelpont]

crudo -13% en 5 ruedas....

[virrey]

me llevo otros lotesitos de la 42.4 Ju a 1.95!!

zorrito me los largaste??? o lo seguís teniendo en cartera?

Ese lote creo que va a pagar bien putcall, eso si... yo lo venderia en mayo.

[putcall]

me llevo otros lotesitos de la 42.4 Ju a 1.95!!

zorrito me los largaste??? o lo seguís teniendo en cartera?

[virrey]

Are oil prices and interest rates correlated?

There's no easy answer to this question. While many theories abound, the reality is that oil prices and interest rates have some correlation between their movements, but are not correlated exclusively. In truth, many factors affect the direction of both interest rates and oil prices. Sometimes those factors are related, sometimes they affect each other, and sometimes there's no rhyme or reason to what happens.

One of the basic theories stipulates that increasing interest rates raise consumers' and manufacturers' costs, which, in turn, reduces the amount of time and money people spend driving. Less people on the road translates to less demand for oil, which can cause oil prices to drop. Thus, in this instance, there might be what we'd call an "inverse correlation" where one thing rises and the other drops.

By this same theory, when interest rates drop, consumers and companies are able to borrow and spend money more freely, which drives up demand for oil. The greater the usage of oil, which has OPEC-imposed limits on production amounts, the more consumers bid up the price.

Another inversely correlated theory, which can occur simultaneously with the first, proposes that rising or high interest rates help strengthen the dollar against other countries' currencies. When the dollar is strong, this helps American oil companies to buy more oil with every U.S. dollar spent, ultimately passing the savings on to consumers. Likewise, when the value of the dollar is low against foreign currencies, something that can happen with sinking interest rates, U.S. dollars buy less oil than before. This, of course, can contribute to oil becoming costlier to the U.S., which consumes 25% of the world's oil.

With all that said, factors such as hurricanes, wars, increased efficiency of new cars, lowered OPEC output, and changes in domestic oil production all can have uncorrelated effects on oil prices. Just when you thought oil prices should go up or down opposite of interest rates, they do something entirely different. Even the fear of occurrences such as natural disasters and wars can cause oil prices to spike just when they should be dropping, as seen over the last decade.