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Stock impact report

Eric Nuttall's Top Picks: November 22, 2023 [BNN Bloomberg (Canada)]

Precision Drilling Corporation (PDS) 
Last precision drilling corporation earnings: 4/30 06:00 am Check Earnings Report
Company Research Source: BNN Bloomberg
Energy investors have ridden the rollercoaster of volatility this year, contending with relentless worries of recession, a Whitehouse seemingly determined to do whatever it takes to lower the oil price, and surprisingly high non-OPEC production growth (U.S. and Russia). Inventories have fallen significantly this year, but not as aggressively as initially thought owing to U.S., Russian, and Iranian production growing more than expected despite demand growth of around 2.4 million barrels per day. Looking to 2024, we see ongoing demand growth albeit at a moderated pace (one to 1.5 million barrels per day) and more moderate non-OPEC production growth, leading to global oil inventories that should continue to fall. Given ample OPEC spare capacity for the next year or two, we see little chance of oil trading meaningfully above US$100 West Texas Intermediate (WTI), though given global oil inventories currently sit at multi, multi-year lows, we do see a strong fundamental floor of around $80 Show less Read more
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