17 lines
997 B
Text
17 lines
997 B
Text
Complete an "Energy Price Shock Sensitivity Analysis for Energy & Transport Sectors."
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Sample: XOM, CVX, COP, SLB, DAL, UAL, FDX, UPS.
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Time range: 2023-01-01 to 2025-12-31.
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Requirements:
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1. Summarize each company's sensitivity direction to oil/fuel costs and sources of operating leverage.
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2. Construct three oil price paths for 2026:
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- Scenario A: WTI average $60
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- Scenario B: WTI average $80
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- Scenario C: WTI average $100
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3. Estimate directional changes in earnings and valuation for each company under different scenarios (ranges are acceptable over point estimates, but rationale must be provided).
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4. Generate an Excel file (.xlsx) with sheets: `raw_financials`, `oil_scenarios`, `sensitivity_map`, `trade_ideas`.
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5. Generate `hedge_plan.md` proposing at least 2 hedging or paired trade strategies, including conditions under which they would fail.
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6. Generate `sources.md`.
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Execution requirements: Conclusions must include "base position + hedge position + trigger thresholds."
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