Energy Prospectus

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...

The Mundoro Capital webinar starts at 1PM CT on Wednesday. Mundoro Capital Inc. is a Canadian-based public company This micro-cap has a lot of upside for us. > It generates revenues by managing exploration programs that are fully funded by large mining companies like BHP. > Current focus on copper a...

Your forecast is very close to mine forecast. Most of the production growth will be in 2H 2024 and an exit rate over 4,000 Bopd is likely Hemisphere and InPlay always generate a lot of free cash flow in Q2 because they shut down their drilling programs during Spring Breakup. The new polymer flood ha...

An updated profile and forecast model for SM have been posted to the EPG website.