foo fighter
Forumer storico
non so Gip, tutti lo sperano, è ovvio, al momento non pare proprio e stando ai cicli dovremmo averne per un po ancora.
Posto questo conteggio di Jlivingtone ,,,,sperando che porti bene :
According to EIA (I increased a little bit the latest data which refers to 2009) production from oil field could be around 25% of total production, while the more expensive unconventional shale gas and coalbed methane could be another 30%, the remaining 45% could be conventional natural gas.
Now if we assume that the extraction cost from oil field is 0$, the average extraction cost from unconventional is around 5$ (the lowest level I found is 4.15 while the highest is above 10$, so the average is probably higher) and that conventional extraction cost is in average 2.5$ (it is probably higher)
very roughly we have a wheighted extraction cost for the entire industry of 0*.25 + 5*.30 + 2.5*.45 = 2.62$
if we increase the the two cost of extraction that really matter respectively to 5.5 and 2.75 we have 2.89$
the second one is very close to the low level the spot price touched the end of this November.
I believe that the spot price could not go much lower than 2.85-2.75, plus I think that with the incoming coldest months the low in the spot price will probably hold.