Kharg or Khark Island. Iran's Persian Gulf export terminal. No on mentions it anymore. Definitely a flaming "Achilles
Heel", easy to take out/shut down. A bomb or two or special ops and everyone will start talking.
Search found 128 matches
- Sat Jun 14, 2025 9:40 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 14
- Replies: 5
- Views: 104
- Wed Jun 04, 2025 10:12 am
- Forum: The View from Houston
- Topic: Update on Iran
- Replies: 1
- Views: 136
Re: Update on Iran
Shut down Kharq Island, Iran's oil terminal. HOWEVER, it would impair Global oil supply. Better World than receiving their nukes all over the World. OK Corral time.
- Sat May 17, 2025 10:24 am
- Forum: The View from Houston
- Topic: Update on Iran from Keith Kohl - May 16
- Replies: 1
- Views: 310
Re: Update on Iran from Keith Kohl - May 16
Kharq Island. Iran's glass jaw. Seal it off and Iran's marine loading ops stop fast. Cuts Iran's income. higher oil prices must be the fear.
- Mon May 12, 2025 2:25 pm
- Forum: Sweet 16 Portfolio
- Topic: Veren Energy (VRN.TO) Update - May 12
- Replies: 4
- Views: 344
Re: Veren Energy (VRN.TO) Update - May 12
Thanks Dan, this one goes in the "EPG Win column" for us.
- Mon May 12, 2025 10:03 am
- Forum: Sweet 16 Portfolio
- Topic: Veren Energy (VRN.TO) Update - May 12
- Replies: 4
- Views: 344
Re: Veren Energy (VRN.TO) Update - May 12
VRN shares in my account are "frozen" at $6.01/shr. Have a new digital # in front of them.
when will they be converted and tradable? WCP .TO is trading today.
when will they be converted and tradable? WCP .TO is trading today.
- Mon May 05, 2025 1:38 pm
- Forum: The View from Houston
- Topic: AI Electricity Demand is "Massive" - May 3
- Replies: 4
- Views: 963
Re: AI Electricity Demand is "Massive" - May 3
Watching Lara Trump Show Saturday night they filmed her and a host walking through an auto plant, think it was Tesla. What stood out to me was seeing all the lighting fixtures on the ceiling which naturally drink energy. Mot to mention all the robotic machinery for making the cars. And the plant was...
- Sun May 04, 2025 8:58 am
- Forum: Other topics of interest
- Topic: Building Canada into Energy Superpower
- Replies: 3
- Views: 340
Re: Building Canada into Energy Superpower
Watch Paul Sankey's latest youtube video about his trip to Alberta. He is super bullish on Western Canada.
- Wed Apr 16, 2025 11:06 am
- Forum: Sweet 16 Portfolio
- Topic: SM Energy - Share price versus Fundamentals
- Replies: 4
- Views: 1009
Re: SM Energy - Share price versus Fundamentals
I can't help but notice a "divergence" in enthusiasm between Dan and Harry on CRGY. Could it be Harry sees it as an oil play whereas Dan sees it as a natgas play? Does Harry think the Uinta/Ridgmar assets are lackluster. Harry, thanks for the great research on the Gulf of Mexico/America sh...
- Fri Apr 11, 2025 11:35 am
- Forum: Other topics of interest
- Topic: Tough Times require Tough Leadership
- Replies: 10
- Views: 1752
Re: Tough Times require Tough Leadership
Great research on the MS Gulf Coast of America shrimp situation. I'm impressed by your research and how fast you did it. I said "Ecuador" not factually, just to illustrate that when my wife and I go to the market it is "labeled" as "some foreign country". Based on your ...
- Fri Apr 11, 2025 9:30 am
- Forum: Other topics of interest
- Topic: Tough Times require Tough Leadership
- Replies: 10
- Views: 1752
Re: Tough Times require Tough Leadership
Thanks Dan, your question let the proverbial "tariff cat" out of the bag. In my own business I import industrial goods from Germany. 10% tariff is now added to the bottom line of a box coming into Houston this weeked. Less profit, I will honor the quote I made to the customer. Conversely, ...
- Wed Apr 09, 2025 9:48 pm
- Forum: Sweet 16 Portfolio
- Topic: CRGY
- Replies: 11
- Views: 8634
Re: CRGY
Anyone care to comment on the stock transition in the news today? Is it good or bad for CRGY?
- Fri Apr 04, 2025 6:08 pm
- Forum: The View from Houston
- Topic: Oil Price: Comments from HFI Research
- Replies: 2
- Views: 3725
Re: Oil Price: Comments from HFI Research
3 US Carriers in the Gulf area now. Israel has 2,000 lb. bombs. Something is coming soon.
- Fri Apr 04, 2025 9:32 am
- Forum: Sweet 16 Portfolio
- Topic: CRGY
- Replies: 11
- Views: 8634
Re: CRGY
Harry, thanks for the detailed study on CRGY. It "diverges" from Dan's recent comments so I am a little puzzled. Any chance rising natgas prices will help CRGY? Is their Utah Uinta acquisition a positive now or in the future? The current share price is currently beat down but does that mak...
- Fri Apr 04, 2025 8:28 am
- Forum: Sweet 16 Portfolio
- Topic: CRGY
- Replies: 11
- Views: 8634
Re: CRGY
Thanks Harry, any comments on their hedging?
- Wed Mar 19, 2025 2:26 pm
- Forum: Other topics of interest
- Topic: Notes from Bison Energy - March 18
- Replies: 1
- Views: 3321
Re: Notes from Bison Energy - March 18
Just keep telling us about the "mark downs" Dan.
- Tue Mar 11, 2025 1:22 pm
- Forum: Sweet 16 Portfolio
- Topic: Merger of Veren and Whitecap Resources
- Replies: 4
- Views: 12100
Re: Merger of Veren and Whitecap Resources
Hello Dan, speaking of "beaten down" lately, would you consider CRGY a "screaming takeover target"?
- Wed Feb 26, 2025 10:06 am
- Forum: Sweet 16 Portfolio
- Topic: Permian Resource (PR) Q4 Results - Feb 26
- Replies: 1
- Views: 4318
Re: Permian Resource (PR) Q4 Results - Feb 26
Why the market "beat down" yesterday? PR only did what they are known for, under promising and over delivering.
Even beat Dam's forecast. Suspect CRGY is getting the same treatment.
Even beat Dam's forecast. Suspect CRGY is getting the same treatment.
- Mon Feb 17, 2025 9:29 am
- Forum: Other topics of interest
- Topic: We must stop this CRAP
- Replies: 7
- Views: 21217
Re: We must stop this CRAP
On board with this. Amount of abuse is stupefying. Kill shot will be when Elon and his "big rocks" crew confirm payments going to "The Big Guy" and Hunter and any others. Even if they are "pardoned" in advance it will destroy their "religion/brand".
- Sat Feb 15, 2025 6:53 pm
- Forum: Other topics of interest
- Topic: 55% of American support DOGE program
- Replies: 8
- Views: 25028
Re: 55% of American support DOGE program
If Elon can show the money/bribe trail Brandon and crew might be pardoned, but they need to wear this tattoo
to blunt their arrogance. They will never live it down.
to blunt their arrogance. They will never live it down.
- Sat Feb 15, 2025 6:31 pm
- Forum: Other topics of interest
- Topic: 55% of American support DOGE program
- Replies: 8
- Views: 25028
Re: 55% of American support DOGE program
Just wondering, can Elon and his crew trace payments back to "The Big Guy" and "Hunter"?
- Sun Feb 02, 2025 11:19 am
- Forum: The View from Houston
- Topic: Trump's Tariffs Update - Feb 2
- Replies: 4
- Views: 8731
Re: Trump's Tariffs Update - Feb 2
Face it, we are at War with China. If they can "destabilize" the USA by supplying drugs instead of fighting a traditional war with armies why not? The "Opium Wars". Someone likes the money. Trudeau is the Gavin Newsom of Canada.
- Sun Feb 02, 2025 10:55 am
- Forum: The View from Houston
- Topic: Trump's Tariffs Update - Feb 2
- Replies: 4
- Views: 8731
Re: Trump's Tariffs Update - Feb 2
Send Ric Grenell to see to see the Trudeau boy in person soon as he gets back from his Maduro/Venezuela visit.
- Wed Jan 29, 2025 1:26 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere - 2025 guidance
- Replies: 7
- Views: 10126
Re: Hemisphere - 2025 guidance
Thanks Harry, my main concern is any guess how high this could go. But I realize there are swirling factors such as
"Trump tariffs", etc. out there no one can predict. Was wondering how good this could be, or should I re deploy to some other EPG opportunities. Gathering food for thought.
"Trump tariffs", etc. out there no one can predict. Was wondering how good this could be, or should I re deploy to some other EPG opportunities. Gathering food for thought.
- Wed Jan 29, 2025 10:19 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere - 2025 guidance
- Replies: 7
- Views: 10126
Re: Hemisphere - 2025 guidance
Great analysis as always Harry. The dividends are quite nice. Any thoughts on if there will be any rise in the share
price and when?
price and when?
- Tue Jan 21, 2025 2:51 pm
- Forum: The View from Houston
- Topic: EIA Short Term Energy Outlook - January 2025
- Replies: 1
- Views: 2804
Re: EIA Short Term Energy Outlook - January 2025
Don't forget Landfills for natgas. High school buddy owns one near New Orleans and is in the press showing
how his company is drllling down like a gas well and getting natgas back very economically. Water too, but that's a story for another day.
how his company is drllling down like a gas well and getting natgas back very economically. Water too, but that's a story for another day.
- Sun Jan 19, 2025 10:19 am
- Forum: Other topics of interest
- Topic: Biden puts more drug pushers back on the streets
- Replies: 1
- Views: 4816
Re: Biden puts more drug pushers back on the streets
"Hell hath no fury like ....." Fill it in everyone.
- Wed Jan 15, 2025 12:59 pm
- Forum: Sweet 16 Portfolio
- Topic: Top Picks in the Sweet 16 for natural gas
- Replies: 4
- Views: 7074
Re: Top Picks in the Sweet 16 for natural gas
Saw this in the a.m. and it seemed on the low end of the others out there. People don't know the good story on SBOW and now CRGY. Natgas and oil in Central Energy friendly Texas. The "Herd" will wake up and tell their brokers "get me in natgas" if they have not already. Thanks fo...
- Sat Jan 11, 2025 11:15 am
- Forum: Other topics of interest
- Topic: Trudeau's Resignation is GOOD NEWS for our Canadian companies
- Replies: 2
- Views: 5413
Re: Trudeau's Resignation is GOOD NEWS for our Canadian companies
How long till positive side effects of young Castro Trudeau resigning will take place?
- Tue Dec 31, 2024 10:46 am
- Forum: The View from Houston
- Topic: CRK Stock
- Replies: 5
- Views: 3963
Re: CRK Stock
Any thoughts on SD. the old Chesapeake. Lots of gas.
- Wed Dec 25, 2024 10:17 am
- Forum: Other topics of interest
- Topic: Tank Dell Injury Update - Dec 23
- Replies: 1
- Views: 2252
Re: Tank Dell Injury Update - Dec 23
Too similar here, my flash TCU football career ended in 72 freshman Spring conditioning stand up wrestling event. Tore ACL and cartilage. Orthopedic technology was "Stone Age" compared to even 10 years later. Told my current Ortho doc about the repair in 72 and he said they don't even stud...
- Thu Nov 07, 2024 10:55 am
- Forum: The View from Houston
- Topic: Why Oil & Gas stocks moved higher yesterday
- Replies: 2
- Views: 2774
Re: Why Oil & Gas stocks moved higher yesterday
Will these "Trudeau actions" negatively affect HMENF or IPOOF>
- Mon Oct 28, 2024 6:26 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - Oct 28
- Replies: 7
- Views: 6720
Re: Oil & Gas Prices - Oct 28
Millions of illegal aliens flood into the country registering to vote and receive government benefits, Dominion voting machines still in place, challenges to election results "have no standing", "lawfare", blah, blah, blah. I am afraid the most colossal "steal" of all t...
- Fri Oct 25, 2024 11:06 am
- Forum: The View from Houston
- Topic: Stuck at Sea - Oct 25
- Replies: 3
- Views: 2889
Re: Stuck at Sea - Oct 25
Just in time for the Taylor Swift concert at the Superdome.
- Mon Oct 14, 2024 11:24 am
- Forum: The View from Houston
- Topic: The View from London: Natural Gas
- Replies: 2
- Views: 1351
Re: The View from London: Natural Gas
Where can we buy TTFW? Could not find anything other than London.
- Sun Oct 13, 2024 2:01 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - Oct 13
- Replies: 6
- Views: 5368
Re: Sweet 16 Update - Oct 13
"Israel is expected to make airstrikes within Iran soon." No big deal?
- Sat Oct 12, 2024 6:17 pm
- Forum: The View from Houston
- Topic: Increased sanctions against Iran
- Replies: 6
- Views: 5854
Re: Increased sanctions against Iran
Instead of missiles and bombs perhaps Israel "cyber attacks" Iran, overtly or quietly.
- Mon Oct 07, 2024 9:03 am
- Forum: The View from Houston
- Topic: Iran Update
- Replies: 6
- Views: 5698
Re: Iran Update
Thanks to Jimmy Carter for empowering this murderous regime for 40 years. Topple it and the World will be a better place.
- Tue Oct 01, 2024 4:49 pm
- Forum: The View from Houston
- Topic: Real Geopolitical Risk to Oil Supply in Middle East - Oct 1
- Replies: 2
- Views: 2431
Re: Real Geopolitical Risk to Oil Supply in Middle East - Oct 1
I've been saying this. Kharg Island is their oil export facility. One rocket goes in lighting off fire and the whole World will notice. You can shut down Iran's oil money from the terminal, but what about the rest of the World's supply?
- Sun Sep 29, 2024 11:00 am
- Forum: Other topics of interest
- Topic: The U.S. is in a shooting war
- Replies: 4
- Views: 6359
Re: The U.S. is in a shooting war
IDF jets hit a Yemen refinery and port Sunday. Things already "sporty".
- Fri Sep 27, 2024 4:59 pm
- Forum: Other topics of interest
- Topic: The U.S. is in a shooting war
- Replies: 4
- Views: 6359
Re: The U.S. is in a shooting war
Like being a "little bit pregnant. This geopolitical risk is pretty much on the edge of the cliff. One missile goes into Iran's Kharq Island oil terminal and real oil panic hits the fan.
- Sun Sep 08, 2024 8:02 am
- Forum: Other topics of interest
- Topic: Rogue judges will help prices
- Replies: 4
- Views: 5998
Re: Rogue judges will help prices
Death by a thousand government bureaucrat cuts.
- Tue Aug 20, 2024 3:56 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Q2 Results - August 20
- Replies: 6
- Views: 3753
Re: Hemisphere Energy (HMENF) Q2 Results - August 20
"Shooting fish in a small barrel" and not issuing surprise excuses. Admittedly small, just wish that share price would rise.
- Tue Aug 20, 2024 1:33 pm
- Forum: Other topics of interest
- Topic: Inflation: The real numbers
- Replies: 1
- Views: 2177
Re: Inflation: The real numbers
My wife bought a gallon of olive oil at SAM"S Sunday for $32.00USD. Couple of months ago it was $18.00USD
Must be the rapture of Biden/Kamalanomics. Old enough to remember the Carter years inflation and those prices never cooled down. My concern is where is the price of oil going, not olive?
Must be the rapture of Biden/Kamalanomics. Old enough to remember the Carter years inflation and those prices never cooled down. My concern is where is the price of oil going, not olive?
- Sat Aug 03, 2024 9:16 am
- Forum: The View from Houston
- Topic: Phil Flynn's take on the Oil Market - Aug 2
- Replies: 1
- Views: 2022
Re: Phil Flynn's take on the Oil Market - Aug 2
Start every day with Dan/EPG first, then Phil Flynn Energy Report, Monday thru Friday, and it's free.
- Tue Jul 23, 2024 9:21 am
- Forum: Other topics of interest
- Topic: Other Shooter(s)?
- Replies: 4
- Views: 4573
Re: Other Shooter(s)?
She did her assignment masterfully, pure "stonewalling". Biden World wanted to not have SS protection a while back because DJT is a "supposed felon". So, was protection clownlike and lax on purpose? Who shot JFK?
- Mon Jul 15, 2024 9:51 am
- Forum: The View from Houston
- Topic: Who shot the Sheriff?
- Replies: 8
- Views: 7148
Re: Who shot the Sheriff?
Soft set up? Went off too smooth. Who shot JFK? Can't wait to hear all the bloviation.
- Mon Jun 03, 2024 10:47 am
- Forum: The View from Houston
- Topic: windmills not the answer
- Replies: 2
- Views: 1998
Re: windmills not the answer
In "real life" I sell quick closing/fuel tank shut off valves. My supplier says they regularly sell these to wind mills because they have a 1,000 gallon tank of diesel fuel inside them to run a generator for start up in idle time.
Probably what's burning in the picture.
Probably what's burning in the picture.
- Wed May 08, 2024 1:03 pm
- Forum: Other topics of interest
- Topic: Some Good Advice (from one of my wife's close friends)
- Replies: 1
- Views: 1781
Re: Some Good Advice (from one of my wife's close friends)
Thanks Dan for this post. Wife and I are a slight step ahead of you and Susan in this. We had a conversation in the car just now that seemed taken direct from this post. Might have a poster made of this, frame it, and put it where I can easily see it all the time. mrbill
- Tue Apr 16, 2024 10:02 am
- Forum: The View from Houston
- Topic: Joe Biden said "Don't", but Iran "Did". Now what?
- Replies: 6
- Views: 5184
Re: Joe Biden said "Don't", but Iran "Did". Now what?
Too many invested in Iran's welfare in DC for decades. In everyone's face. US CIA can "destabilize" anything. Stop all this war.
- Thu Apr 11, 2024 9:08 am
- Forum: The View from Houston
- Topic: OPEC's Monthly Report
- Replies: 4
- Views: 2649
Re: OPEC's Monthly Report
Hello Dan, talk going around that Biden will tap the SPR, Strategic Political Reserve, ahead of the upcoming 2024 election to keep fuel costs down. If so, will that necessarily "tank/drive down" share prices of energy stocks? Combination of all the "bat crazy jokers" like Iran, H...