Energy Prospectus

Look at the plot of days of consumption. The Days vs oil price holds up. Predicts price after attack
https://www.investorvillage.com/uploads ... update.pdf

If we have gone from a period of completing DUC's plus drilling new wells, to now only drilling and having only current wells to complete then there is no way that the industry can increase production. I think that's very bullish since the number of rigs is also dropping.

This is a very informative article. Just one of my take aways was that Eagle Ford is probably not the place for me to be investing (approx % decline rate 9%). Also ""The drilled but uncompleted well inventory (“DUC”) is back to normal, so the number of wells being drilled and the number of...

The Phil Flynn Energy Report 08-28-2019 Getting Tight Despite predictions of new supply overwhelming an oversupplied market, the reality may actually be the opposite. New supply from the start of the Plains All American Pipeline’s Cactus II, a 670,000 barrel a day pipeline, connecting the Permian B...

https://www.sfgate.com/bayarea/article/Berkeley-becomes-first-U-S-city-to-ban-natural-14102242.php?t=ea39d0f200&f? Berkeley becomes first U.S. city to ban natural gas in new homes By Sarah Ravani Updated 12:07 pm PDT, Wednesday, July 17, 2019 Natural gas piping for stoves or water heaters will b...

FROM BASIN ON THE IVBOARD Msg 207555 of 207571 at 6/13/2019 12:15:13 PM by Basin Condensate notes Note: In order to track/summarize contributions to a given board topic, I often create notes for myself. Below, FWIW, are my notes to myself regarding the great condensate debate, as condensates now ap...

I like the way they show things like production falling below demand and then they forecast the next months having a reversal.
They do this on a number of the slides.

https://www.dallasfed.org/-/media/Docum ... .pdf?la=en

There are other good links at the bottom of the article.

See you