Energy Prospectus

I own Dec 22 options on futures. As Dan mentioned if you move further out liquidity becomes an issue as there is little open interest. I own a lot more oil equities but the options do offer the advantage of zero political / jurisdictional risk. I think we will see Washington mandated price controls ...

I agree very positive for Canadian producers.

"Free" Test Kits.. Fauci and his band of thieves are likely doing this so the new numbers will exaggerate the exponential rise in infections. This will be used to justify lock downs and the push for more of the experimental drugs and "vaccine" treatments. All to the benefit of th...

The "polar vortex" has been 2 weeks away.. for the past 8 weeks
Sold my last gasser Friday and moved funds to an oil producer. I bet it finally gets cold next week

Thank you !

Will this have a larger impact on frackers vs conventional well operators? My assumption is they are more capital intense.

A good valuation analysis of IPOOF at 2:47:20 https://youtu.be/0td7KTuCz3A?t=10038+

Dan can you please address the proposed federal royalties and how they would impact your modeling. I noticed most of my Canadian producers were green on Friday while all the shale plays were red. The market seems to be pricing this as a non trivial threat.

TMX is still shut down from the floods. The WCS blowout continues..