Search found 959 matches

by ChuckGeb
Thu Apr 11, 2024 12:19 pm
Forum: Other topics of interest
Topic: Energy Innovation
Replies: 1
Views: 45

Re: Energy Innovation

Further more names to explore and a familiar name... Apart from new engine designs, there is also the growing prospect of using natural gas as a feedstock to manufacture gasoline and diesel directly, something that would provide a drop-in outlet for the current supply glut. In an article we wrote in...
by ChuckGeb
Thu Apr 11, 2024 12:09 pm
Forum: Other topics of interest
Topic: Energy Innovation
Replies: 1
Views: 45

Energy Innovation

Compliments of Doomberg but I give further credit to the late great Boone Pickens: That which can’t go on forever usually doesn’t, and valuable hydrocarbons won’t trade for substantial discounts to their molecular peers indefinitely. Heat is heat, after all, and market forces will grind away at this...
by ChuckGeb
Wed Apr 10, 2024 10:00 am
Forum: Picks and tips from the EP community
Topic: Whitecap Resources
Replies: 3
Views: 97

Re: Whitecap Resources

Thanks for posting your analysis. Very helpful!
by ChuckGeb
Wed Apr 10, 2024 8:53 am
Forum: Other topics of interest
Topic: Jim Grant Rare Investment Reco
Replies: 1
Views: 81

Jim Grant Rare Investment Reco

This am on Maria's Morning with Maria suggested that gold miners have not reflected the recent runup in gold prices and accordingly might be a good investment opportunity. I agree. AEM, AGI, FNV might be good place to start doing some due diligence.
by ChuckGeb
Tue Apr 09, 2024 7:55 pm
Forum: The View from Houston
Topic: Nuttall Bullish but won’t hit $100
Replies: 0
Views: 81

Nuttall Bullish but won’t hit $100

https://www.bnnbloomberg.ca/video/we-remain-bullish-on-oil-but-don-t-expect-it-to-reach-us-100-eric-nuttall~2899322
by ChuckGeb
Wed Apr 03, 2024 4:39 am
Forum: Other topics of interest
Topic: The Next AI Trade
Replies: 2
Views: 96

Re: The Next AI Trade

Great piece. Thanks for sharing. Looks like you have your playbook. Consistent with most recent pieces in Uranium Insider April newsletter (highly recommended) and John Rubino’s recent substack piece. Looks like the beginning of the next Industrial Revolution if government can get out of the way. St...
by ChuckGeb
Tue Apr 02, 2024 7:46 pm
Forum: The View from Houston
Topic: Nuttall on Bloomberg 4/2
Replies: 2
Views: 237

Re: Nuttall on Bloomberg 4/2

https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-tuesday-april-2-2024~2894073

In case you missed it.
by ChuckGeb
Tue Apr 02, 2024 7:40 pm
Forum: The View from Houston
Topic: AI booming Energy Demand
Replies: 1
Views: 74

AI booming Energy Demand

From Scientific American Every online AI interaction relies on a scaffolding of information stored in remote servers—and those machines, stacked together in data centers worldwide, require a lot of energy. Around the globe, data centers currently account for about 1 to 1.5 percent of global electric...
by ChuckGeb
Tue Apr 02, 2024 6:25 pm
Forum: The View from Houston
Topic: CRK issues 375 m in new debt
Replies: 5
Views: 159

Re: CRK issues 375 m in new debt

Some box of chocolates!
by ChuckGeb
Tue Apr 02, 2024 9:26 am
Forum: The View from Houston
Topic: CRK issues 375 m in new debt
Replies: 5
Views: 159

Re: CRK issues 375 m in new debt

Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.