https://youtu.be/tO6NAwyWRK8?si=oSCnlEmBG0CtThPH
Equilibrium price of oil
China dominance
Etc
Search found 1225 matches
- Tue Jul 08, 2025 7:48 pm
- Forum: Other topics of interest
- Topic: Doomberg latest podcast
- Replies: 0
- Views: 27
- Tue Jul 08, 2025 11:25 am
- Forum: Sweet 16 Portfolio
- Topic: Permian Resources
- Replies: 1
- Views: 97
Permian Resources
Excerpt from Raymond James Deep Dive on Delaware Basin Delaware Basin Deep Dive - 2025 Update JUNE 16, 2025 | 5:00 AM EDT INDUSTRY BRIEF A few years ago, we initiated our basin Deep Dive series that involved an exhaustive analysis of well productivity and drilling inventory across every meaningful p...
- Tue Jul 08, 2025 4:46 am
- Forum: Other topics of interest
- Topic: Hoodwinked
- Replies: 1
- Views: 53
Hoodwinked
Excerpt from today’s piece on fabricated climate change hoax: ‘ On June 25, US Senator Ted Cruz chaired a remarkable hearing of the Senate Subcommittee on Federal Courts, Oversight, Agency Action, and Federal Rights. The focus was on allegations that the Chinese Communist Party (CCP) financially sup...
- Mon Jul 07, 2025 8:03 am
- Forum: Picks and tips from the EP community
- Topic: Chevron Exxon Arbitration
- Replies: 2
- Views: 96
Re: Chevron Exxon Arbitration
My view is that should Exxon prevail, they will likely seek to increase their position like say 5% as a condition for their waiver of their right. Don’t think they will kill the deal and don’t think they want to commit $57 billion to acquire Hess. On Chevron’s side I am doubtful a shift to renewable...
- Sun Jul 06, 2025 2:22 pm
- Forum: Picks and tips from the EP community
- Topic: Chevron Exxon Arbitration
- Replies: 2
- Views: 96
Chevron Exxon Arbitration
Arbitrators have made a decision in the legal dispute between Exxon and Hess concerning a major oilfield project in Guyana, reported Reuters, citing two sources familiar with the matter. The dispute focuses on Chevron's $53bn acquisition of US oil producer Hess, which includes a 30% stake in Guyana'...
- Wed Jul 02, 2025 1:31 pm
- Forum: Picks and tips from the EP community
- Topic: Strathcona Resources
- Replies: 1
- Views: 125
Strathcona Resources
A value based approach to oil & gas investing. I am rejecting Strathcona’s offer for MEG but am considering an outright purchase of their stock based upon this intriguing address by Adam Waterous
https://youtu.be/3cLfePoDffc?si=9tXgvut8VuSbJrxZ
https://youtu.be/3cLfePoDffc?si=9tXgvut8VuSbJrxZ
- Fri Jun 27, 2025 5:51 pm
- Forum: Sweet 16 Portfolio
- Topic: SM Energy - Dividend and Raymond James nonsense
- Replies: 3
- Views: 269
Re: SM Energy - Dividend and Raymond James nonsense
I think there entry into the UNITA Basin is undervalued. Additionally they stepped into a bunch of ducs there and are completing a little more wells than they are drilling. Looking forward to stock moving results when oil & gas are back in favor. Not likely in near term but should set up nicely ...
- Tue Jun 24, 2025 10:46 am
- Forum: Picks and tips from the EP community
- Topic: VTLE Downgrade at RJ
- Replies: 1
- Views: 121
Re: VTLE Downgrade at RJ
Vital Energy, Inc. (VTLE/Underperform) Downgrading to Underperform; Oil Risk Premium Unwinds (Link). Even after the big pullback yesterday, VTLE is easily the best performing (~25%) stock in our coverage universe over the past month. VTLE is on the lower side of inventory life in the Permian based o...
- Fri May 30, 2025 11:49 am
- Forum: Sweet 16 Portfolio
- Topic: Civitas Resources (CIVI) Valuation Update - May 20
- Replies: 4
- Views: 1566
Re: Civitas Resources (CIVI) Valuation Update - May 20
Bond offering only available to qualified institutional investors unless you are a non-US person.
- Sun May 25, 2025 7:01 am
- Forum: Picks and tips from the EP community
- Topic: Differences between US gas producers - Comstock Resources versus CNX Resources
- Replies: 2
- Views: 398
Re: Differences between US gas producers - Comstock Resources versus CNX Resources
Nice analysis. My view on CRI]K is that they are significantly overvalued. I don’t follow CNX and my initial obstacle would be finding out the takeaway constraints for its gas which could limit its growth. CRK is in superior geographic location for shipments to Gulf Coast. While I am not touting CRK...
- Sat May 24, 2025 10:14 am
- Forum: The View from Houston
- Topic: We are on the verge of a Natural Gas "Supercycle"
- Replies: 3
- Views: 755
Re: We are on the verge of a Natural Gas "Supercycle"
Likewise EOG is set up well with its South Texas Dorado gas play and Black Stone Minerals with its royalty concentration in Shelby Trough. Both companies in my opinion are “on sale”.
- Thu May 22, 2025 8:26 pm
- Forum: Picks and tips from the EP community
- Topic: Kolibri Luncheon on May 21 - My notes
- Replies: 4
- Views: 1705
Re: Kolibri Luncheon on May 21 - My notes
The points listed by Dan and the level of confidence displayed by Wolf Wregner yesterday confirmed the confidence in execution of the plan. Great luncheon. Expect this company to provide transparent credible guidance with my expectation they will over deliver. Great entry point now before announceme...
- Thu May 22, 2025 7:55 pm
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration Permian (REPX) Valuation Update - May 10
- Replies: 2
- Views: 870
Re: Riley Exploration Permian (REPX) Valuation Update - May 10
I am extremely impressed with management of this company. Oil names out of favor right now, small caps to an extreme. Expect for duration of Trump admin. Go gassers for the sizzle. REPX however in my opinion has displayed a thoughtful, disciplined, and conservative business plan that is rare for a c...
- Tue May 20, 2025 6:42 pm
- Forum: The View from Houston
- Topic: Natural Gas is the ONLY near-term solution for AI power demand
- Replies: 1
- Views: 329
Re: Natural Gas is the ONLY near-term solution for AI power demand
A worthwhile listen that discusses the needs, the applications, and the bounds of AI.
https://youtu.be/id4YRO7G0wE?si=wgL4-SBpD5RtuxIm
Enjoy if you gave 25 minutes.
https://youtu.be/id4YRO7G0wE?si=wgL4-SBpD5RtuxIm
Enjoy if you gave 25 minutes.
- Mon May 19, 2025 7:10 am
- Forum: The View from Houston
- Topic: What happened to the recesssion?
- Replies: 3
- Views: 876
Re: What happened to the recesssion?
Both McDonald and Hay are very biased to commodities investments as am I. The issue is at the flash point of a market drop all investable assets take a hit with many of the best sold off to cover the losses on the worst. The message to me is that there may come a better entry point in the not too di...
- Sun May 18, 2025 9:51 pm
- Forum: The View from Houston
- Topic: What happened to the recesssion?
- Replies: 3
- Views: 876
Re: What happened to the recesssion?
In today’s edition of The Turning Point Larry McDonald announced the ‘Raise Cash Alert is High” based on: “over the weekend we have a) the U.S. Treasury Secretary instructing Walmart to “eat” some tariffs, b) the reconciliation bill failing in the House, and c) a Moody’s credit downgrade tossed on U...
- Fri May 16, 2025 10:16 am
- Forum: Picks and tips from the EP community
- Topic: Strathcona Resources makes offer for MEG Energy
- Replies: 6
- Views: 784
Re: Strathcona Resources makes offer for MEG Energy
https://x.com/ericnuttall/status/1923365731883721005?s=61
Eric Nuttall expresses opposition to offer.
Eric Nuttall expresses opposition to offer.
- Fri May 16, 2025 8:24 am
- Forum: Picks and tips from the EP community
- Topic: Strathcona Resources makes offer for MEG Energy
- Replies: 6
- Views: 784
Re: Strathcona Resources makes offer for MEG Energy
I really like Meg. Never heard of Strathcona. Need to learn more. I really liked Silver Bow and am still trying to get comfortable with Crescent. Meg has been buying back so much stock that at the rate they are going in a few more years my personal shares might be significant.
- Mon May 12, 2025 6:10 pm
- Forum: The View from Houston
- Topic: OPEC-No Need to Panic!
- Replies: 0
- Views: 216
OPEC-No Need to Panic!
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
https://bit.ly/43ldvBg
https://bit.ly/43ldvBg
- Tue May 06, 2025 2:02 pm
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY) Q1 Results - May 5
- Replies: 5
- Views: 610
Re: Crescent Energy (CRGY) Q1 Results - May 5
During the three months ended March 31, 2025, we sold non-core assets to unrelated third-party buyers for $6.9 million in aggregate cash proceeds and recorded a gain of $10.9 million on the sale of such assets. In addition, in March 2025, we entered into the purchase and sale agreement to sell certa...
- Tue May 06, 2025 12:02 pm
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY) Q1 Results - May 5
- Replies: 5
- Views: 610
Re: Crescent Energy (CRGY) Q1 Results - May 5
It’s very clear to me, a year later, that the Silver Bow shareholders got the short end of the Crescent Energy merger. I am sure the former management of SBOW came out great, and while I haven’t analyzed it, I am confident KKR is being rewarded handsomely. Very disappointing to say the least!
- Sun May 04, 2025 8:11 am
- Forum: The View from Houston
- Topic: AI Electricity Demand is "Massive" - May 3
- Replies: 4
- Views: 1248
Re: AI Electricity Demand is "Massive" - May 3
For an illustrative visual on the potential impact in Appalachia see Antero Midstream earnings presentation slide #4. A lot of opportunities.
- Sun May 04, 2025 8:03 am
- Forum: Other topics of interest
- Topic: Building Canada into Energy Superpower
- Replies: 3
- Views: 489
Re: Building Canada into Energy Superpower
I think he is all in on building the Canada relations. Things just aren’t how it appears nor how the network news reports it.
- Sun May 04, 2025 5:59 am
- Forum: Other topics of interest
- Topic: Building Canada into Energy Superpower
- Replies: 3
- Views: 489
Building Canada into Energy Superpower
You won’t hear this on Bloomberg. Doomberg on the matter starts about 27:30 https://youtu.be/enHNWDawcQo?si=q8hVgSkcs6WdYcAO Bonus material follows in The Week that Was piece: https://newsletter.doomberg.com/p/the-week-that-was?r=umnhe&utm_campaign=post&utm_medium=web&showWelcomeOnShare=...
- Sun May 04, 2025 5:42 am
- Forum: Other topics of interest
- Topic: Canada, NE Gas pipeline, oil prices
- Replies: 0
- Views: 519
Canada, NE Gas pipeline, oil prices
Clip dated 3/17/25 from Mornings with Maria. John Catsimatidis opines on Canada relations, potential gas pipeline to northeast, and $55-65 oil prices.
https://youtu.be/f2PnyiprRJ0?si=svc0TgIDaisSr9bs
https://youtu.be/f2PnyiprRJ0?si=svc0TgIDaisSr9bs
- Fri May 02, 2025 10:47 am
- Forum: Sweet 16 Portfolio
- Topic: Antero Resources (AR) Valuation Update - May 1
- Replies: 3
- Views: 488
Re: Antero Resources (AR) Valuation Update - May 1
I think your "right price" is spot on. It also seems consistent with the spread of the 2026 collars placed on Antero's production from their planned "lean gas" pads they are planning on drilling this year. The collars have a floor of 3.07 and a ceiling of 5.96 with the strip for ...
- Thu May 01, 2025 5:01 pm
- Forum: Sweet 16 Portfolio
- Topic: Antero Resources (AR) Valuation Update - May 1
- Replies: 3
- Views: 488
Re: Antero Resources (AR) Valuation Update - May 1
My observation of natural gas price spikes over many years is that they never last long and are typically followed by a steep fall in prices. I am bullish on gas fundamentals but the industry has typically never exercised discipline and it seems the only constraint on overproduction is low prices an...
- Thu May 01, 2025 3:05 pm
- Forum: Sweet 16 Portfolio
- Topic: Antero Resources (AR) Q1 Results - April 30
- Replies: 1
- Views: 446
Re: Antero Resources (AR) Q1 Results - April 30
Antero Resources targets $3.4 Bcfe daily production with 2025 hedging strategies May 01, 2025 3:04 PM ET Antero Resources Corporation (AR) StockAI-Generated Earnings Calls Insights Earnings Call Insights: Antero Resources Corporation (AR) Q1 2025 Management View CEO Paul Rady highlighted the company...
- Thu May 01, 2025 2:01 pm
- Forum: The View from Houston
- Topic: KSA-No More Mr Nice Guy
- Replies: 1
- Views: 610
Re: KSA-No More Mr Nice Guy
An excerpt from Doomberg's piece today which is one of his best, recounting his three recent calls on the electrical grid vulnerability with renewables, the Canadian elections and impact on US relations, and the Saudi Surrender which partially follows: President Trump has made no secret of his inten...
- Wed Apr 30, 2025 7:45 pm
- Forum: The View from Houston
- Topic: KSA-No More Mr Nice Guy
- Replies: 1
- Views: 610
KSA-No More Mr Nice Guy
John Johnson: “Around 11:41 EST this post hit the wires: “Saudi Arabia has signaled that it is unwilling to prop up the oil market with further supply cuts and can sustain prolonged period of low oil prices, Reuters reports, citing five unidentified sources with knowledge of the matter.” WTI opened ...
- Wed Apr 23, 2025 6:47 pm
- Forum: Sweet 16 Portfolio
- Topic: EQT Corp. (EQT) Q1 Results - April 23
- Replies: 2
- Views: 542
Re: EQT Corp. (EQT) Q1 Results - April 23
I am perplexed as your reasoning of updating forecasts and valuations right before earnings release and then again right after the release. What is your point?
- Wed Apr 23, 2025 9:42 am
- Forum: Sweet 16 Portfolio
- Topic: Range Resources (RRC) Q1 Results - April 23
- Replies: 6
- Views: 1369
Re: Range Resources (RRC) Q1 Results - April 23
Three-Year Outlook ▪ $650 - $700 million annual capex 2025-2027 ▪ <50% reinvestment rate at $3.75 while growing production ▪ Adds ~400 Mmcfe to daily production ▪ Cumulative 2025-2027 FCF of ~$2.5 billion(a) Growth Wedge into Increasing Demand ▪ 300 Mmcf/d incremental processing secured (2026) ▪ 250...
- Wed Apr 23, 2025 9:28 am
- Forum: Sweet 16 Portfolio
- Topic: Range Resources (RRC) Q1 Results - April 23
- Replies: 6
- Views: 1369
Re: Range Resources (RRC) Q1 Results - April 23
They indicate 20% growth thru 2027 with 50% reinvestment rate. Pretty impressive. I am interested in where the takeaway out of basin or increased in-basin demand is coming from.
- Mon Apr 21, 2025 1:34 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - April 19
- Replies: 2
- Views: 1151
Re: Sweet 16 Update - April 19
I am getting trounced by the Panicans today. Cash flow per share is not falling as fast as the multiple fraction being applied to it.
- Sat Apr 19, 2025 12:15 pm
- Forum: Other topics of interest
- Topic: Felix Zuahauf
- Replies: 1
- Views: 984
Re: Felix Zuahauf
Felix is the man with the crystal ball!
- Fri Apr 18, 2025 12:46 pm
- Forum: Other topics of interest
- Topic: Undersupplied Uranium Market
- Replies: 2
- Views: 1256
Re: Undersupplied Uranium Market
Agree with your strategy. Can’t go much lower, will appreciate significantly, but the timing for realization of appreciation is uncertain. Small but important market. When the hedge funds and Jim Cramer bunch pile back in will make things frothy.
- Thu Apr 17, 2025 10:47 am
- Forum: The View from Houston
- Topic: End of OPEC?
- Replies: 0
- Views: 597
End of OPEC?
Watch Doomberg blow the moderator’s mind as he matter of factly declares the end of OPEC and a rapid transition of the oil markets to King Gas. Look for data center buildout in the Permian. My thoughts based upon recent Doom berg published pieces, is that after Carney is elected in Canada and new tr...
- Tue Apr 15, 2025 10:32 pm
- Forum: Other topics of interest
- Topic: Undersupplied Uranium Market
- Replies: 2
- Views: 1256
Undersupplied Uranium Market
This is a thin market place with not a lot of liquidity. Hedge funds and herd investors can turn things in either direction. Right now SPUT (SRUUF) and the quality miners are trading at rock bottom prices. May have a bit more downside but a significant amount of upside for the foreseeable future. Mi...
- Mon Apr 14, 2025 1:22 pm
- Forum: Other topics of interest
- Topic: Doomberg Hydrocarbon University
- Replies: 0
- Views: 470
Doomberg Hydrocarbon University
FYI. As part of Doomberg 4 year anniversary they have released an online 104 minute presentation on Energy Fundamentals Every Investor Should Know for all existing and new subscribers. Just putting this out there for those interested. I have found the subscription to be a good complement to EPG.
- Sat Apr 12, 2025 6:48 am
- Forum: The View from Houston
- Topic: Energy Chaos-Eric Nuttall
- Replies: 0
- Views: 758
Energy Chaos-Eric Nuttall
On current challenges, opportunities, and advantage Canadian oil companies with long lived reserves. And coming M&A to add cheap reserves (big fishes eat the little ones)
https://youtu.be/ee-1_p74w68?si=vzzEogGfsZzHtVc3
https://youtu.be/ee-1_p74w68?si=vzzEogGfsZzHtVc3
- Sat Apr 12, 2025 6:33 am
- Forum: Other topics of interest
- Topic: What Do You Want for Your Kids
- Replies: 0
- Views: 378
What Do You Want for Your Kids
Ted Oakley on Second Generation Wealth (short clip)
https://youtu.be/14mdxCQ6KQI?si=ap2QOD8HyPfuDSp1
https://youtu.be/14mdxCQ6KQI?si=ap2QOD8HyPfuDSp1
- Sat Apr 12, 2025 6:05 am
- Forum: Other topics of interest
- Topic: Kyle Bass on China Economy Collapse
- Replies: 0
- Views: 645
Kyle Bass on China Economy Collapse
From December 2024. Insightful
https://youtu.be/cYZqkVGOT4g?si=V-oskrg6kZ6PnxSS
https://youtu.be/cYZqkVGOT4g?si=V-oskrg6kZ6PnxSS
- Sat Apr 12, 2025 5:53 am
- Forum: Other topics of interest
- Topic: JJ Johnson Commentary
- Replies: 0
- Views: 629
JJ Johnson Commentary
We should acknowledge that America is in a civil war as well as a trade war. There’s no point in dancing around the fact that Trump’s opposition would relish a financial crisis to get rid of him or tie him up in courts again. And that team Trump at the FBI and DOJ are investigating sources of stunni...
- Thu Apr 10, 2025 12:39 pm
- Forum: Other topics of interest
- Topic: It’s Bigger than Tariffs
- Replies: 0
- Views: 408
It’s Bigger than Tariffs
https://www.youtube.com/live/H61Ns6HseA4?si=MnWP_0Bt1vTBSVZv
Stephanie Pomboy views on the current economic and market challenges
Worthwhile listening
Stephanie Pomboy views on the current economic and market challenges
Worthwhile listening
- Thu Apr 10, 2025 9:16 am
- Forum: The View from Houston
- Topic: Update on the Tariff War "Pause" - April 9
- Replies: 5
- Views: 1015
Re: Update on the Tariff War "Pause" - April 9
Trump inherited an economy that was in dire shape. The Obiden adminstration couldn't send $billions out the door fast enough before 1/20. Yellen financed the massive government debt with short term T Bills. Bessent is faced with refinancing $8 trillion of debt this year, a majority of which is T Bil...
- Thu Apr 10, 2025 5:56 am
- Forum: The View from Houston
- Topic: Update on the Tariff War "Pause" - April 9
- Replies: 5
- Views: 1015
Re: Update on the Tariff War "Pause" - April 9
Trump seems to have pulled together a massive coalition of allies waiting in line to make a deal while isolating China who is looking like a bloated rat trapped in a corner. He has played his hand to perfection. Of course it is too early to declare success but I am all in behind Trump. He has manage...
- Thu Apr 10, 2025 5:35 am
- Forum: Sweet 16 Portfolio
- Topic: CRGY
- Replies: 11
- Views: 8788
Re: CRGY
See today’s Doomberg “As the Pieces Lie’ to see the real intrinsic value of Crescent, that being significant gas reserves. My hope is that Crescent pauses its business model of growth thru acquisition to focus on the obvious best acquisition opportunity, that being its own stock. They have put toget...
- Wed Apr 09, 2025 5:35 pm
- Forum: Other topics of interest
- Topic: Trump tariffs - suicide of the US economy and murder on the world economy.
- Replies: 8
- Views: 1081
Re: Trump tariffs - suicide of the US economy and murder on the world economy.
I consider Pocahontas to be an incredibly discredible source!!!
- Sat Apr 05, 2025 7:37 am
- Forum: The View from Houston
- Topic: Nuttall’s report on OPEC
- Replies: 1
- Views: 2823
Nuttall’s report on OPEC
https://youtu.be/VXEMDojvwzQ?si=udhCS3gnKghkA4K0
Recorded pre Friday massacre.
Recorded pre Friday massacre.
- Sat Apr 05, 2025 7:35 am
- Forum: The View from Houston
- Topic: Sankey View from Albany
- Replies: 0
- Views: 738
Sankey View from Albany
https://youtu.be/zjQDT12oM4E?si=QevYPGkxSw_GMGuQ