Energy Prospectus

I saw some stuff today on renewable diesel increases which is highly subsidized (by us) increased 100K BOPD which makes up the difference on diesel decline. Subsidies are several bucks per gallon.....
Cheers

Thank God, my covered calls have been getting picked off like crazy, we need some stability... OKE has gone nuts.

I found the import export numbers interesting because our imports over exports were much higher than usual.... I am not an expert so this is just a surface observation.
Cheers.

I am an ERO Copper fan, they have gold and copper mines in Brazil, new mine coming on line in 2024 with another in the next couple of years.
A friend of mine just visited Brazil, he said it is "amazing" how well it is developing.
Good luck.

Take out Kharg island and the Abadan refinery.
I visited Kharg in 1977 when I worked in Ahwaz, pretty easy target!!

What a wonderful opportunity! https://www.cmegroup.com/markets/energy/natural-gas/natural-gas.quotes.html#venue=globex I think the saying is "the solution to cheap prices is cheap prices" My RRC is up 16 % ytd, plus dividends and covered calls 37% in one year plus dividends and covered cal...

Apparently you need to file a form W-8. I will work on this next week and let you know what I find out.
Regards

I just bought a couple hundred shares of NEM.

I like their plan

https://resourceworld.com/newmonts-president-says-bcs-golden-triangle-is-a-fabulous-district-to-be-in/

I lost 40 K on Hi Crush lying bastards of management! RIP

Hi Folks, This is a great group to be involved in, very educational and informative, lots of discussion and interaction. I believe 2024 will be a good year for our investments. Thanks Dan and everyone else for your efforts and information. I have been very pleased with my membership the past several...