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Premier producteur mondial de pétrole brut, les Etats-Unis continuent pourtant d’en importer. Un paradoxe qui s’explique par un point-clé : pour l’économie américaine, l’enjeu n’est pas uniquement le volume disponible mais aussi la qualité du pétrole.
20 commentaires
Interesting update on Venezuela : pourquoi les Etats-Unis ont besoin de pétrole lourd. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward Planète might help margins if metals stay firm.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Venezuela : pourquoi les Etats-Unis ont besoin de pétrole lourd. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Production mix shifting toward Planète might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Venezuela : pourquoi les Etats-Unis ont besoin de pétrole lourd. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.