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Stock impact report

ConocoPhillips' Production Curtailment Will Last A While, And That's OK [Seeking Alpha]

ConocoPhillips (COP) 
Last conocophillips earnings: 4/30 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
SummaryConocoPhillips announced a curtailment of up to 225,000 BOPD (Barrels of Oil Per Day), 200,000 of which is net.100,000 of the gross is in Canada and will not come back this year, considering the forward strip of WTI (West Texas Intermediate) and the WCS (Western Canadian Select) basis.Past basis blowouts show a domino effect into other regional markets. Canada will affect the lower 48.125,000 of the gross is to be in the lower 48. Looking at their areas of operation and regional basis projections, it appears the Bakken will be curtailed the most.These curtailments are actually a net positive for the company in this environment, as they are cutting operating costs and saving reserves for better prices.Investment ThesisConocoPhillips (COPConocoPhillips' CurtailmentThursday, ConocoPhillips"micro data"From the announcement:Oh, CanadaCOP relays that Western Canada Select prices are low, leading to curtailment of 35,000 - 100,000 Barrels of Oil Per Day (BOPD). As a micro investor, we Show less Read more
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