Bloomberg Surveillance · Monday, September 28, 2026
An analyst expressed frustration with the lack of detailed company disclosures on hedging and inventory levels in the most recent earnings season, contrasting it with a prior season that provided valuable color. While some companies mentioned commodity hedges rolling off or expressed concerns about oil prices exceeding $100, the overall discussion felt more guarded.
“So I was kind of annoyed. And I think that at various points in time, I sort of railed publicly on this. I don't know that it really helped.”
“But I felt back in the previous reporting season, we got a lot of really great color from companies on this is how much hedging we have in place and inventories are there and we can handle oil at this.”
“And so what I would really hope to hear in this next reporting season is, frankly, a more candid discussion similar to what we got two reporting seasons ago as opposed to the last one.”