01/03/23 -"Could we dare to see more value?"
01/03/23 -"Could we dare to see more value?"
Oil and gas prices have come down from their eye-watering highs in 2022. Recession worries, mitigated worries over supply disruptions over Russia and reconfigured trade routes have been behind this. 2022 however will not be remembered as the year of high energy prices. Rather, it will be commemorated as the year of super-profits, yielding high cash returns as well as windfall taxes. After this one-off(?) phenomenon, where is the value in O&G companies? Could we dare to think there is more value yet to be recognized?
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