Energy Prospectus

sundance

Was that picture of the 3 bulls a AI generated picture?

sundance

I am searching for articles or papers that address the number of Data Centers expected to be built over next several years, the amount of electricity required to power them and the amount of natural gas required to power the electric generators. Any suggested articles appreciated.

sundance

Thanks for sharing your thoughts on this.

sundance

What is the main reason(s) for NMG's stock price decline over last couple years and is it now a Buy?

sundance

Earlier mistakenly posted "CHK" -- meant "CRK". Since its principal asset is Haynesville gas shouldn't it be worth holding some stock

sundance

Is it time to load up on "UNG" ?

sundance

With all the disruption and uncertainty going on in the Red Sea -- why do you think price of WTI hasn't moved up more?

sundance

Dan .....I know you like certain Canadian stocks but have you considered Vista Energy Argentina which is almost a pure Vaca Muerta play and showing signs of strong growth?

sundance

What in the world is going on with natural gas prices as closed below $5 yesterday and the country is in the middle of an "Ice Age"?

sundance

Any thoughts on why the huge $10 spread between Louisiana Light (+/-$90) and WTI (+/-$80)?

sundance

I know that a strong dollar depresses price of oil and vice versa but I don't really understand how/why that works. Can you explain?

sundance

Know of any particular reason, other than oil price drop, why IPOOF has declined significantly recently?

sundance

Is there a better way to capitalize on the anticipated rise in natural gas price than to buy leveraged nat gas FTFs like BOIL or UGAZ?

sundance

Thanx Dan

sundance

Anyone got a suggestion where I might find a total field production curve for the Hayneville and Marcellus?

sundance

Dan .... Just finished listening to Saturday podcast. Is obvious how much time and effort you put into all of the excellent, financial detective work. Thanks!

sundance

With the fog beginning to clear for more and more Wall Street types and traders, - as they begin to see the coming oil shortage, why do you think the oil futures market is in significant backwardation?

sundance

Anyone know anything about this company or the Helium market? https://openingtrades.com/the-red-hot-b ... -ignoring/

sundance

If World oil demand is projected to exceed supply in late 2022 why is Raymond James estimating prices of $80 1st qtr declining to $70 in 4th qtr? Can you refer me to or point me to a graph showing two curves - World Supply vs. World Oil Demand?

sundance

https://oilprice.com/Energy/Oil-Prices/ ... -Says.html

Any thoughts about this?

sundance

Dan ...... Have you looked at Vine Energy Inc. -- a pure Haynesville gas play?

sundance

To take advantage of the upcoming merger of Cabot and Cimarex -- will it be more advantageous to buy Cabot or Cimarex?

sundance

Any thoughts on what this announcement is all about?
"The IEA came out with a grand pronouncement, that they're recommending that all oil companies cease upstream capital spending starting now."

sundance

Any thoughts on what this announcement is all about?
"The IEA came out with a grand pronouncement, that they're recommending that all oil companies cease upstream capital spending starting now."

sundance

Dan ..... Do you know much/anything about Centennial Resource Development Inc("CDEV")? Appear to be a pure Permian play. Over last 12 months stock has gone from $0.25 to $6.00 and now back in $4.25 range. Have total of 80,000 ac of leases in Reeves Co., Texas and Lea County, NM. Wonder how...

sundance

How much of the recent oil price increase do you think has been caused by the decrease in the value of the U S dollar?

sundance

Dan ..... Small cap Ring Energy just closed near your $2.20 target, with heavy volume. How much more room do you think it has to run? Are there any Sweet 16 or Small Caps that you think have a better chance to double in value than Ring?

sundance

I have some exposure to the benefits of a potential increase in oil prices through ownership of Callon, Diamondback, etal but am wondering if it might be a good bet to buy a long dated (Jan 2022?) Call on one of the following oil price ETFs: DBO - USL - UCO - USO - OIL. Any thoughts would be welcome.

sundance

Really liked your cartoon "The Great Delusion". Recently had a conversation with my 50 year old daughter about electricity. She had no idea that any electricity was created by natural gas.

sundance

What is best way to play the Gold/Oil Price delta? With that ratio hanging around historic levels of 40-45, it seems the odds are good that it will come down. What is best way to play that without using futures (short gold/buy oil) ?

sundance

If I wanted to buy some of their stock , - how would I do that? --What exchange would I have to go to?

sundance

Is now the time to be considering long term option Calls on XON ? - CVX ?

sundance

Dan ..... At the end of your comments on Range Resources in latest "View" you state that your are expecting all of the Sweet 16 to report increased proven reserves when release 4th qtr results and ... "This will lower their DD&A expense in 2017 and increase reported earnings"...

sundance

Ignore Question#1, because a closer look indicates graph is up to date

sundance

In the Cornerstone Analytics May 2 update they show a plot of "Spot Brent vs. Brent Time Spread" which shows a divergence between about June 2015 to Dec 2015 which they interpret as indicative of a major price bottom. Two questions: 1) Data seems sort of stale,-- wonder why data not shown ...

Energy Prospectus

Search found 35 matches

COVER PAGE of Apr 29 View From Houston

Data Centers - Electricity Required - Natural Gas Required

Re: Nouveau Monde Graphite

Nouveau Monde Graphite

CRK Stock

UNG

WTI Price vs. The Houthis

Vista Energy Argentina

Natural Gas Price Plunge

Louisiana Light - WTI Spread

Weak vs. Strong Dollar

IPOOF

LEVERAGED NAT GAS ETFs

Re: Total Field Productiion Curves

Total Field Productiion Curves

Saturday Podcast

Re: Oil Price technical analysis - Jan 17

Avanti Energy

Re: Oil & Gas Prices - Sept 27

The Golden Cross

Vine Oil & Gas

Cabot / Cimarex

IEA

IEA

Centennial Resource Development Inc.

Re: Oil & Gas Prices - Feb 19

Re: Sweet 16 Upside is growing - Feb 8

WTI ETFs

Re: Oil & Gas Prices - Dec 1

Best Way To Play The Gold/Oil Price Delta

Re: Nouveau Monde Graphite Inc. (NMGRF) Update - July 29

XON Leeps ?

DD&A

Re: Spot Brent vs. Brent Time Spread

Spot Brent vs. Brent Time Spread