{"id":107736,"date":"2024-01-22T13:46:18","date_gmt":"2024-01-22T13:46:18","guid":{"rendered":"https:\/\/quehacerpolitico.mx\/?p=107736"},"modified":"2024-01-22T13:46:19","modified_gmt":"2024-01-22T13:46:19","slug":"desentranando-los-movimientos-del-mercado-pedro-tiburcio-oportunidad-en-el-sector-de-empresas-productoras-de-gas-y-petroleo-mas-alla-de-las-polemicas-una-mirada-a-las-oportunidades-de-inversion","status":"publish","type":"post","link":"https:\/\/quehacerpolitico.mx\/?p=107736","title":{"rendered":"Desentra\u00f1ando los movimientos del mercado\/\/\/Pedro Tiburcio\/\/\/Oportunidad en el Sector de Empresas Productoras de Gas y Petr\u00f3leo: M\u00e1s All\u00e1 de las Pol\u00e9micas, una Mirada a las Oportunidades de Inversi\u00f3n"},"content":{"rendered":"\n<p>Por Pedro Tiburcio<\/p>\n\n\n\n<p>Analista Financiero<\/p>\n\n\n\n<p>En un escenario donde la refiner\u00eda de Dos Bocas en M\u00e9xico genera controversias sobre su viabilidad como inversi\u00f3n o si fue simplemente un capricho, es esencial ampliar la perspectiva y analizar datos a nivel global para contextualizar la situaci\u00f3n.<\/p>\n\n\n\n<p>A nivel mundial, se encuentran en construcci\u00f3n alrededor de 215 proyectos de refiner\u00eda, anticipando su entrada en operaci\u00f3n entre 2024 y 2026. Predominantemente concentradas en Medio Oriente y Asia, estas iniciativas reflejan la continuidad del inter\u00e9s en el sector, m\u00e1s all\u00e1 de las cuestiones pol\u00edticas locales.<\/p>\n\n\n\n<p>Lejos de lamentarnos, exploraremos las oportunidades de inversi\u00f3n en el sector de empresas productoras de gas y petr\u00f3leo, con la convicci\u00f3n de que la era del petr\u00f3leo a\u00fan tiene un futuro relevante. La clave para aprovechar este potencial radica en entender c\u00f3mo participar en este din\u00e1mico mercado.<\/p>\n\n\n\n<p>Dos ETF sobresalen al proporcionar exposici\u00f3n al segmento de exploraci\u00f3n y producci\u00f3n de petr\u00f3leo y gas, abarcando&nbsp;subindustrias&nbsp;como Petr\u00f3leo y Gas Integrados, Exploraci\u00f3n y Producci\u00f3n de Petr\u00f3leo y Gas, as\u00ed como Refinaci\u00f3n y Comercializaci\u00f3n de Petr\u00f3leo y Gas.&nbsp;<strong>XOP<\/strong>&nbsp;y&nbsp;<strong>XLE<\/strong>&nbsp;son las opciones, cada una con sus respectivos apalancados (<strong>GUSH<\/strong>y&nbsp;<strong>DRIP<\/strong>,&nbsp;<strong>ERX<\/strong>&nbsp;y&nbsp;<strong>ERY<\/strong>), aunque es crucial destacar que, tras la \u00faltima crisis, estos apalancados han pasado de ser 3 a 1 a ser 2 a 1.<\/p>\n\n\n\n<p>Las principales empresas en este sector, representando el 75% del fondo XLE, incluyen:<\/p>\n\n\n\n<p>1.&nbsp;Exxon Mobil Corp<\/p>\n\n\n\n<p>2.&nbsp;Chevron Corp<\/p>\n\n\n\n<p>3.&nbsp;ConocoPhillips<\/p>\n\n\n\n<p>4.&nbsp;Schlumberger Ltd<\/p>\n\n\n\n<p>5.&nbsp;EOG&nbsp;Recursos&nbsp;Inc<\/p>\n\n\n\n<p>6.&nbsp;Marathon Petroleum Corp<\/p>\n\n\n\n<p>7.&nbsp;Phillips 66<\/p>\n\n\n\n<p>8.&nbsp;Pioneer Recursos Naturales Co<\/p>\n\n\n\n<p>9.&nbsp;Valero Energ\u00eda&nbsp;Corp<\/p>\n\n\n\n<p>10.&nbsp;ONEOK&nbsp;Inc<\/p>\n\n\n\n<p>Observando la gr\u00e1fica que acompa\u00f1a a este art\u00edculo, se nota que actualmente el precio de XOP se encuentra en un rango y&nbsp;<strong>se acerca al l\u00edmite inferior<\/strong>, posiblemente creando una oportunidad para entrar en compras. No obstante, es crucial recordar que este an\u00e1lisis no constituye un consejo de inversi\u00f3n, y se recomienda consultar con un asesor financiero para evaluar riesgos y establecer par\u00e1metros de inversi\u00f3n.<\/p>\n\n\n\n<p>Te presentamos esta oportunidad sobre la mesa y te instamos a mantener un ojo en las futuras publicaciones de la revista &#8220;Qu\u00e9 Hacer Pol\u00edtico&#8221;, donde realizaremos un seguimiento a este fondo, proporcionando an\u00e1lisis continuo y perspectivas actualizadas sobre este sector en constante cambio.<\/p>\n\n\n\n<p>\u00a1No te pierdas la pr\u00f3xima edici\u00f3n!<\/p>\n\n\n\n<p>Pedro Tiburcio<\/p>\n\n\n\n<p>Analista Senior de Elliott Wave M\u00e9xico<\/p>\n\n\n\n<p>@ptiburon\u00a0twitter\/X<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"922\" height=\"508\" src=\"https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28.jpeg\" alt=\"\" class=\"wp-image-107737\" srcset=\"https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28.jpeg 922w, https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28-300x165.jpeg 300w, https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28-768x423.jpeg 768w, https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28-260x143.jpeg 260w, https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28-50x28.jpeg 50w, https:\/\/quehacerpolitico.mx\/wp-content\/uploads\/2024\/01\/image-28-136x75.jpeg 136w\" sizes=\"auto, (max-width: 922px) 100vw, 922px\" \/><\/figure>\n\n\n\n<p>Link&nbsp;del gr\u00e1fico cortes\u00eda de&nbsp;Tradingview<\/p>\n\n\n\n<p><a href=\"https:\/\/www.tradingview.com\/x\/pFlpTmgm\/\">https:\/\/www.tradingview.com\/x\/pFlpTmgm\/<\/a><\/p>\n\n\n\n<p>As\u00ed el Quehacer Pol\u00edtico de los mercados financieros a trav\u00e9s del an\u00e1lisis t\u00e9cnico con Pedro Tiburcio, desentra\u00f1ando los movimientos del mercado, inquiriendo en la pol\u00edtica de M\u00e9xico, cuestionando, exponiendo, revelando y razonando.Es cuanto.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Por Pedro Tiburcio Analista Financiero En un escenario donde la refiner\u00eda de Dos Bocas en&#8230;<\/p>\n","protected":false},"author":2,"featured_media":107739,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[56],"tags":[],"class_list":["post-107736","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Desentra\u00f1ando los movimientos del mercado\/\/\/Pedro Tiburcio\/\/\/Oportunidad en el Sector de Empresas Productoras de Gas y Petr\u00f3leo: M\u00e1s All\u00e1 de las Pol\u00e9micas, una Mirada a las Oportunidades de Inversi\u00f3n -<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quehacerpolitico.mx\/?p=107736\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Desentra\u00f1ando los movimientos del mercado\/\/\/Pedro Tiburcio\/\/\/Oportunidad en el Sector de Empresas Productoras de Gas y Petr\u00f3leo: M\u00e1s All\u00e1 de las Pol\u00e9micas, una Mirada a las Oportunidades de Inversi\u00f3n -\" \/>\n<meta property=\"og:description\" content=\"Por Pedro Tiburcio Analista Financiero En un escenario donde la refiner\u00eda de Dos Bocas en...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/quehacerpolitico.mx\/?p=107736\" \/>\n<meta property=\"article:published_time\" 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