Energy Prospectus

The possible problem is that agreed upon cuts again imply that the supply of oil is there if the world ever needs it from more demand. With the ability of the US to seemingly increase supply easily and OPEC holding back production even with increasing demand energy stocks are unable to go up and tha...

AM continues to slip lower and since I understand it is largely dependent on AR production as NG prices drift down AR production may drop and AM pricing for the pipeline would also drop and then what happens. Not sure how all this might work since long term NG prices seems like can only go down even...

My concern is that a merger of SM and CRZO wont get Wall Street excited since both appear to be not favored despite their prospects (particularly CRZO.

Ever since announcing the div increase AM has been drifting down big time on a % basis.
Any thoughts on why?

Dan et al........does this mean our smaller companies can't compete in this area which is why SM and CRZO might combine and even then would they be too small compared to the majors???

they are but why

down 3+%

As an alternative to MandA activity I guess MBOs/private equity take overs in the energy business dont happen much since in this low interest environment the returns seem outstanding unless oil prices forever tank.

I echo your concerns and after listening to the reasonably positive CRZO cc and the stock tanking even more despite oil going up nothing of this seems to makes sense.

My understanding of light oil is that the ever rising US shale production could ramp up more than our US refineries (I dont believe any are being built) could handle and therefore export demand would be required to increase dramatically if pricing for WTI was to head up to the 70s. If correct is tha...