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Stock impact report

Is crude & diesel the next gold? Strategist answers [Yahoo! Finance]

Ovintiv Inc. (DE) (OVV) 
Last ovintiv inc. (de) earnings: 2/19 08:54 pm Check Earnings Report
Company Research Source: Yahoo! Finance
facing global energy markets, as supply constraints tighten and geopolitical risk to energy infrastructure intensifies. The broker lifted its terminal WTI and Brent price forecasts by $5 per barrel, to $70 and $75, respectively, and lifted its 2026 WTI estimate to $81.79 per barrel. It also raised its 2027 WTI forecast to $75. The revisions come as Jefferies analysts see the current futures curve as mispriced on both ends. At the front of the curve, roughly 10–12 million barrels per day of oil, condensate, and refined products are effectively offline amid an escalating energy crisis. Floating storage built up through sanctions, combined with strategic reserve releases of around 400 million barrels, have "temporarily muted front-month prices, masking the severity of supply tightness,” the team led by Lloyd Byrne wrote. They expect front-month prices to eventually rise to incentivize demand destruction as those buffers erode. At the back of the curve, the analysts argue that pri Show less Read more
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