Energy Prospectus

Rob West of Thunder Said Energy has published a recent (behind paywall) research piece analyzing the optimal locations to build data centers. His conclusion is that building data centers in gas basins is superior both in terms of cost and time to place in service compared to shipping gas via pipelin...

You nailed it! Awesome work. thanks for the update.

Newmont Mining, Freeport McMoran to name a couple gems.

Imagine what your better picks do at $90 bbl!

These are BofA Research’s top stocks and ETFs for North American power supplies to future technology: Within commodities: Direxion Auspice Broad Commodity Strategy ETF (NYSEARCA:COM) - Top rated commodities ETF BHP Group Ltd. (BHP) - World’s largest copper mine Freeport-McMoRan Inc. (FCX) - Blue chi...

In fact, during CRK’s recent cc, I recall them saying they are in talks with data center developers. In my view long term bullish for gassers and uranium/nuclear. Hopefully we will see things return to Trump speed by this time next year.

In your podcast you highlighted massive increase in electricity demand from data centers. In that most of the major gas basins are constrained by infrastructure pipeline takeaway, our electrical grids seem massively overwhelmed and outdated, and we have an inept energy department, where specifically...

Physical Platinum and Palladium are expected to increase in demand as the green energy transition and overexuberance in manufacture of electric vehicle is realized as a failed campaign and the ICE is restored to its continued prominence. Palladium is used in catalytic converters and Platinum perform...

Kimmeridge has posted some direct critical points that SBOW management cannot ignore and virtually sets a new bar for them. While I voted against the Kimmeridge proxy I think they have served the shareholders well through their stick motivation for management to focus now on shareholder returns by d...

GPOR expects free cash flow over the next 5 years to equal or exceed 65 to 120% of current market cap. Virtually all of free cash flow is committed to stock buybacks. Some free cash flow used for opportune acreage acquisitions in their development path. A very well capitalized and managed company in...