RE:Nuttall spoke of Q2 hedgingI doubt he said that TVE was one of the few to hedge q1. Almost all producers hedge an a rolling basis and greater than 90% will have q1 hedges in place.
You would be better off trying to name producers who are not hedged in q1. MEG is the only one I know of.
Sirlostalot wrote: Caught market call on Friday where Mr Nuttall indicated that TVE was one of the few to hedge q1 2022 production, does anyone here have a good understanding of how that would affect fcf , is it possible that production was hedged at 80 ? Or is that wishful thinking ....if so debt target probably reached in March/ April