Titoli di Stato paesi-emergenti VENEZUELA e Petroleos de Venezuela - Cap. 1 (3 lettori)

probabilità recovery

  • 1

    Votes: 21 48,8%
  • 100

    Votes: 6 14,0%
  • 50

    Votes: 16 37,2%

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tommy271

Forumer storico
Ciao tommy,

come valuti uno switch dalla '27 alla '31?

pensi che possa essere una buona strategia allungare la scadenza e il rendimento?

Bah, sui soberanos mi son focalizzato sulla 27 ... in assenza di CAC resta un buon titolo per affrontare un eventuale default con successivi strascichi legali.

Per quanto riguarda il trading ... è un altro paio di maniche.
 

tommy271

Forumer storico
Sono molto tentato di entrare sulla 27 soberanos
Dalla tua esperienza che possibilità potrebbe esserci per un default

Molto elevata, a questi prezzi la "cesta venezolana" potrebbe quotare attorno ai 25$ ... tra un pò costerà di più estrarlo e lavorarlo :-o.

Pensa quanto sarebbero felici i "saudi" con un concorrente in meno ... per un pò di tempo.
 

tommy271

Forumer storico
Venezuelan crude sales to U.S. recovered in 2015 from record lows





* PDVSA sold an average of 772,880 bpd to U.S. in 2015
* Citgo and Valero Energy were main receivers of Venezuelan oil


HOUSTON, Jan 11 Venezuela's state-run PDVSA and its joint ventures sold an average of 772,880 barrels per day (bpd) of crude last year to their customers in the United States, an increase from record lows in 2013 and 2014, according to Reuters trade flows data.

Venezuela exported 755,000 bpd of crude to the United States in 2013 and 733,000 bpd in 2014, according to the Energy Information Administration.

Larger shipments of diluted crude oil (DCO) made with naphtha contributed to the recovery in 2015, Reuters data show.

Amid falling oil prices, PDVSA last year increased purchases of heavy naphtha and light crudes to use them as diluents for its extra heavy crude, which helped the firm to boost exports to its unit in the United States, Citgo Petroleum Corp, as well as key customers including Valero Energy Corp, Chevron Corp, Phillips 66 and Motiva Enterprises .

After selling its stake in Chalmette refinery in Louisiana to PBF Energy Inc in mid-2015, PDVSA has maintained sales to the new operator, which also contributed last year to the sales increase.

After signing several oil deals with Chinese firms in recent years, PDVSA's first destination of exports is Asia, followed by North America, but the United States is the single largest buyer of Venezuelan crudes.

The following is a table of monthly sales of Venezuelan crude to the United States coming from PDVSA's ports and terminals, according to Reuters data:

Month Exports Number of Main receivers (in bpd) cargoes

December 751,806 49 Valero Energy Citgo Petroleum
November 829,500 51 Citgo Petroleum Valero Energy
October 788,742 50 Citgo Petroleum Valero Energy
September 724,230 44 Valero Energy Citgo Petroleum
August 808,000 49 Citgo Petroleum Valero Energy
July 728,450 46 Valero Energy Citgo Petroleum
June 681,570 45 Valero Energy Citgo Petroleum
May 777,225 54 Valero Energy Citgo Petroleum
April 801,387 54 Valero Energy Chevron Corp
March 851,613 56 Valero Energy Phillips 66
February 796,000 42 Citgo Petroleum Valero Energy
January 736,000 42 Citgo Petroleum Valero Energy

(Reporting by Marianna Parraga; Editing by Terry Wade and Lisa Shumaker)
 

tommy271

Forumer storico
Tweet da Caracas:

Apertura #BonosVenezolanos


https://twitter.com/hashtag/BonosVenezolanos?src=hash
CYhTMkSUsAA6n8q.png
 
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