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Bullboard - Stock Discussion Forum Birchcliff Energy Ltd T.BIR

Alternate Symbol(s):  BIREF

Birchcliff Energy Ltd. is a Canada-based intermediate oil and natural gas company. The Company is engaged in the exploration for and the development, production and acquisition of oil and gas reserves in Western Canada. The Company’s operations are focused on the Montney/Doig Resource Play in Alberta. Its operations are concentrated in the Peace River Arch area of Alberta. The Company has a 100... see more

TSX:BIR - Post Discussion

Birchcliff Energy Ltd > the problem with oil
View:
Post by iwpete on Nov 22, 2023 2:22pm

the problem with oil

really doesn't have anything to do with oil E&Ps.  
Step back from oil and natgas for a minute.  Five years ago the mortgage rate was 1.9%.  Well, the amortization period for all those mortgages (when amortized over the max 5yr period) that were sold back then are coming up for renewal.  But at what interest rate 2.5X, 3X more than before.  If you're already paying $2000 a month mortgage you could be looking at a $6000 a month mortgage.  What are the banks going to do?  Have a Black Friday Sale on interest rates.  The SHTF in the first qtr of next year, for real.  And I don't think anybody knows what to do about it.
But you will have choices.  Like eat or not to eat.  Heat the house or not heat the house.  Throw the keys in the open door, walk away and move into the parent’s basement.
I have cash and natgas stocks and am willing to wait for LNG Canada to go live.
I wish the best for everybody.

GLTA
Comment by RJboxer on Nov 22, 2023 5:49pm
Crude oil has a problem right now. The U.S. shale drillers are back drilling as are the friends North of the border in Canada. The easing of sanctions on Iran and Venezuela is allowing more oil to be exported by each. Guyana is increasing production staedily. The Saudi's have cut back, but must be getting tired of lossing market share whil others pump. The delay in the OPEC+ meeting is ominous ...more  
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