Energy Prospectus

It seems that everything (Venezuela sanctions, Canada pipeline shortage, IMO 2020) is putting pressure on heavy sour oil supply and diesel production, which leads to an oversupply of light sweet crude and gasoline. I am trying to get my head around how this plays out in the market. i know USA refine...

Why are we seeing sub $3.00 prices with the polar vortex sweeping across the country?

Here is a story I came across today of a Texas town that is paying the high cost for their decision to mandate a switch to 100% renewable electricity.

https://www.kvue.com/article/news/local ... -623008466

Thanks Dan. I look forward to seeing the RJ report. At this time I don't find anyone else raising the alarm about IMO 2020.

I was talking to an oil trader last night and he thinks there is a new fuel made from coal dust that could be suitable for these ships. He was not certain at what cost this product could be produced, but if there is a shortage of diesel it might be a viable option. I asked him what happens to the hi...

AMR might have gone public recently, but this company has been around for awhile as a Private Equity company (River Stone). It is difficult to track their history prior to the public filing, but I think they acquired a company that held most of that eastern Stack acreage. Time will tell is this acre...

Alta Mesa shutdown all completions earlier this month. The properties they have are, in my opinion, marginal. They are similar to those that Sandridge was drilling and then stopped. They are on the eastern side of the Stack play (NFX and others are west of them and making good wells). The area Alta ...