What New Hedging Means For North American Oil Producers
U.S. and Canadian oil producers have moved quickly to reset oil hedging positions at materially higher prices, ensuring that recent hedging losses will not weigh on earnings for long.
Geologic’s latest analysis by senior analyst Mark Young examines hedging data from 69 North American producers, showing:
- How hedging volumes are changing through 2028 and beyond
- How current portfolios compare to the end of last year
- Which companies stand to benefit in the short-to-medium term