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Bullish Case: USEG poised for rebound with improving macro conditions, increased global energy demand, and strategic transitions into renewables. Positive recent upticks suggest potential reversal from historical declines.


Bearish Case: Persistently high regulatory pressures, competitive disruptions from renewables, and historical price volatility continue to undermine USEG's traditional business models, risking further declines.


Potential Outcomes:

1. Regulatory relaxation boosts stock (20% probability).

2. Successful green transition improves market position (40%).

3. Continued net-zero pressures depress traditional assets (70%).


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April 18, 2024


U.S. Energy Forecast

USEG        U.S. Energy
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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