zhangzuode

zhangzuode | Joined since 2020-01-30

Investing Experience Intermediate
Risk Profile Moderate

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Stock

2022-10-19 08:58 |

Post removed.Why?

News & Blogs
News & Blogs

2022-10-17 09:16 |

Post removed.Why?

News & Blogs

2022-10-13 08:56 | Report Abuse

Here is Maybank Investment Bank take on Hibiscus - indeed the Future is Bright:
https://mkefactsettd.maybank-ke.com/PDFS/282827.pdf

News & Blogs

2022-10-13 08:31 | Report Abuse

More comments on OPEC+ cut for better understanding of the potential effect of the proposed cut: https://www.hellenicshippingnews.com/pimco-opec-production-cuts-show-energy-security-has-a-price/

News & Blogs

2022-10-12 15:13 | Report Abuse

Rystad, an energy adviser Hibiscus frequently uses, stated that OPEC+ 2M cut provides stability to the oil market, etc.:
https://www.rigzone.com/news/brent_likely_to_hit_100_per_barrel_by_year_end-07-oct-2022-170632-article/

News & Blogs

2022-10-12 09:27 | Report Abuse

The intrigue of oil price: https://oilprice.com/Latest-Energy-News/World-News/US-Officials-Promised-Saudis-It-Wouldnt-Let-Oil-Market-Collapse.html

The Saudi was tricked once by the previous us President in 2018/9 that sanction Iran oil and at the last moment gave wavier to many countries causing price to collapse. Well, white men speak with forked tongue, Saudi appears to not trusting usa anymore.

Mid-term usa election is on 8/11. The need to posture for lower oil price could be become redundant soon.

Stock

2022-10-11 14:56 | Report Abuse

twynstar - many thanks

News & Blogs

2022-10-04 15:42 | Report Abuse

An alternative view about climate change (famine) timeline 39:13
https://www.youtube.com/watch?v=sY8aFSY2zv4

Stock

2022-09-25 13:33 | Report Abuse

Please elaborate dodgy financials, Bruce_Wayne, thank you.

Stock

2022-09-21 09:16 | Report Abuse

Sslee, on what basis do you think that oil price will move to 70-80 range?

Stock

2022-09-14 10:58 | Report Abuse

DBS has just released their "glidepath" to support Asia journey to a low carbon economy.
https://www.dbs.com.sg/documents/1038650/382494047/Our+path+to+net+zero+oil+and+gas.pdf/2e41158a-1a91-8199-c767-d97209360cab?t=1663025549840
IEA - International Evergy Agency provides the guideline on the timeline reduction and the banks, in this case DBS, will provide finance accordingly. Basically, no finance unless the O&G companies move away from oil and gas projects.
Well, the net result should be supply reduction as projects become fewer and fewer due to lack of finance.

Stock

2022-09-12 08:49 | Report Abuse

twynstar - Thank you for the clarification on operational matters.

Stock

2022-09-11 14:16 | Report Abuse

OFC have to agree with what CJ said on subject matter not related to Hibiscus dispute on Sabah SST.

Stock

2022-09-10 15:36 | Report Abuse

Here are the law governing the transfer of Labuan to Federal Government:
https://sagc.sabah.gov.my/sites/default/files/law/FederalTerritoryOfLabuanEnactment1984.pdf
It is very clear as per Article 3, all State's power and jurisdiction shall come to an end. Further, the territory water of Sabah should be 12 nautical miles as Sabah and Sarawak reject the Territory Sea Act 2021. North Sabah and Kinabalu fields are beyond the 12 nautical miles territory water, so the enforcement of SST by Sabah Government on Hibiscus can be considered a low probability.

Stock

2022-09-05 09:42 | Report Abuse

Greeting twynstar, thank you.

Stock
News & Blogs

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

Stock

2022-08-25 08:36 | Report Abuse

German Green - climate change RULE - current conflict in ukraine is god send to the green so that they can push the green agenda in earnest.
https://www.zerohedge.com/political/green-party-official-tells-germans-use-washcloths-instead-taking-showers

News & Blogs

2022-08-10 14:53 | Report Abuse

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

News & Blogs

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.

News & Blogs
News & Blogs

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.

Stock

2022-07-29 09:34 | Report Abuse

Latest on oil price cap on Russian oil.
https://www.hellenicshippingnews.com/g7-aim-to-have-price-cap-on-russian-oil-in-place-before-dec-5/
Best on experience of recent chicken price cap, what would the Russian do?

Stock

2022-07-26 10:56 | Report Abuse

Current "soft" oil price (how can it be call low when it is >100 or for that matter >80) run be coming to an end:

https://oilprice.com/Energy/Crude-Oil/Traders-Are-Betting-On-The-End-Of-The-Oil-Price-Slump.html

Stock

2022-07-24 11:27 | Report Abuse

While a drop in oil price is certainly good news all round, expectation that it will return to mid tens would be misplaced. OFC, another lock-down like 1Q2020 might happen, it is a rather low probability event (except in China).
Do note that CPO has fallen back to near normal as well as most other commodities (including grains). Thus, going forward, pressure on food prices should be down rather than up. This would mean oil demand will return to an uptrend. Already at usd >80 is profitable, now at >100 (for next couple of years) is super profitable.
Current sentiment of demand destruction / recession (already in the west) could turn pretty fast to supply not meeting demand.
Supply not meeting demand has not gone away all this time and will remain so for next 3 years at least. In addition, this will be the first time that spare capacity will all be used up as illustrated by Saudi only able to increase CAPACITY (NOT production) to 13mbpd by 2027.

Stock

2022-07-20 10:00 | Report Abuse

Yesterday price rout is worst-case scenario. Please do not forget that it is not only Hibiscus, Petronas (via Carigali as co-owner of NSabah) is also affected.