Energy Prospectus

Working gas in storage was 2,711 Bcf as of Friday, May 17, 2024, according to EIA estimates. This represents a net increase of 78 Bcf from the previous week. Stocks were 402 Bcf higher than last year at this time and 606 Bcf above the five-year average of 2,105 Bcf. At 2,711 Bcf, total working gas i...

Note this morning from HFI Research, which I have a lot of respect for: It wasn't long ago that everyone was bullish on oil. Bloomberg published an article noting the possibility of triple-digit oil prices this summer and we tweeted at that time that it was not a bullish indicator. Following today's...

Crescent Point is being added to our Sweet 16 Growth Portfolio. It replaces Talos Energy (TALO). I'm just moving TALO back to my Watchlist until after hurricane season. I spent most of the day yesterday building my valuation model for Crescent Point. It has been posted to the EPG website. My model ...

Our vet thinks Ziggy is 50/50 Chihuahua and Jack Russell. He is definitely an "Alpha Dog".

I heard at the Dallas energy conference that some analysts are forecasting that U.S. ngas prices could exceed $7.00/MMBtu by Q4 2025. Raymond James forecast is now $7.50 for 2026.

DEC25 NYMEX contract for HH ngas closed today at $4.255/MMBtu

HH ngas actually exceeded $13.00 in 2005 and 2008.

Electricity demand growth for AI data centers will increase demand for U.S. natural gas by an estimated 8 Bcfpd over the next two years. Over 100 new natural gas fired power plants will be needed to meet that level of demand + many states are already seeing demand for electricity exceed supply. Texa...

Summary of Weekly Petroleum Data for the week ending May 17, 2024 U.S. crude oil refinery inputs averaged 16.5 million barrels per day during the week ending May 17, 2024, which was 227 thousand barrels per day more than the previous week’s average. Refineries operated at 91.7% of their operable cap...

We financially support a wonderful organization called Pom Rescue. We have adopted two dogs (Ollie and Ziggy) from Pom Rescue. Below is a note we got this morning. It's National Rescue Dog Day. Rescuing is HARD! We see how horrible dogs can, and are, treated. We spend a lot of time in our cars, pick...

From Crescent Energy's 10-K: Our Relationship with the KKR Group < IMO this is very important to the merger with SBOW We are a party to a Management Agreement with the Manager, that engages the Manager to provide certain management and investment advisory services to usand our subsidiaries. Our mana...

Teo Dechev, President & CEO of Mundoro Capital Teo has diverse experience in the minerals sector which is uniquely positioned to bring value to Mundoro Capital. She brings both a technical understanding of the key issues in our sector through a solid foundation of a Geological and Mineral Engine...