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Bullboard - Stock Discussion Forum Peyto Exploration & Development Corp T.PEY

Alternate Symbol(s):  PEYUF

Peyto Exploration & Development Corp. is a Canadian energy company involved in the development and production of natural gas, oil and natural gas liquids in Alberta's deep basin. The Alberta Deep Basin is a geologic setting situated on the northeastern front of the Rocky Mountain belt in the deepest part of the Alberta sedimentary basin. It acquired Repsol Canada Energy Partnership (Repsol... see more

TSX:PEY - Post Discussion

Peyto Exploration & Development Corp > Mexico keeping its annual Oil "hedges" nice and neat
View:
Post by malx1 on Feb 16, 2023 3:32pm

Mexico keeping its annual Oil "hedges" nice and neat

Every year the country of Mexico purchases oil hedges to ensure a floor price for approximately 250 million barrels, which is equal to their total annual oil exports.

In other words, Mexico seeks certainty of revenues from their oil exports, so they set up hedges.

There are differing strategies, but I believe Mexico just purchases PUTS to build a financial floor in the value of their exports.

Let's say oil is $80wti, and Mexico wants to protect against downside, they may buy contracts that protect them if oil drops below $70 or $75. 

Sometimes is works, like during COVID panic.

Sometimes it fails, like during conflict in Eastern Europe.

All in all, they have certainty of cash flow, so their Govt can commit to large capital outlays each year.

The goal is to give up some upside to protect against unexpected downside.


There is no Right or Wrong, just smooth ride versus bumpy ride.

Here's an article to browse:

https://energywatch.com/EnergyNews/Oil___Gas/article14486414.ece


Some people don't have house insurance, some drive without auto insurance, some refuse dental insurance and many of us refuse forms of life insurance.

When it comes to Mexico, they prefer to buy insurance that protects against downside in the price of their oil exports.
Comment by TerribleEng on Feb 16, 2023 4:36pm
Ahh yes the great successful country of Mexico and Pemex, https://www.bloomberg.com/news/features/2017-04-04/uncovering-the-secret-history-of-wall-street-s-largest-oil-trade This trade is one of the largest fee generating events on wall street and puts downward pressure on the market for everyone.  I just want to engage on a thought experiment. The futures market is a zero sum game and ...more  
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