Search found 52 matches

by John.A.Hunt
Fri Jul 27, 2018 8:27 pm
Forum: Other topics of interest
Topic: Forum seach function
Replies: 1
Views: 1937

Forum seach function

Dan - using the "search" function there is a small hiccup. The system considers the words "Bakken" and "Permian" as too common, tells me to search using other terms. Any way to tweak the system so that it accepts those words? Out of curiosity I tried Utica, Scoop, Hayne...
by John.A.Hunt
Wed Jul 11, 2018 10:41 am
Forum: Picks and tips from the EP community
Topic: Bearing Lithium BRGRF
Replies: 0
Views: 917

Bearing Lithium BRGRF

Some interesting news (as in good news) re Bearing Lithium recently. Your favorite sources should have the info, better than me trying to post links.
by John.A.Hunt
Mon Jul 02, 2018 4:10 pm
Forum: Picks and tips from the EP community
Topic: LPI statement - tank battery fire
Replies: 1
Views: 940

LPI statement - tank battery fire

Looks like their operations guys handled it pretty well.
Company press release: http://www.laredopetro.com/news-and-eve ... tions.aspx
by John.A.Hunt
Fri Jun 08, 2018 9:00 am
Forum: Picks and tips from the EP community
Topic: Select Energy Services
Replies: 1
Views: 1317

Select Energy Services

In the segment of water sourcing and logistics for shale drilling, this company might be worth a look. "Select Energy Services" (WTTR). Appears to have a good position in the Bakken play. Below is a partial quote from a SeekingAlpha article on the company: "... Currently, WTTR has per...
by John.A.Hunt
Wed Jun 06, 2018 12:55 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 2
Replies: 3
Views: 1846

Re: Sweet 16 Update - June 2

I'm curious about how to determine realized oil price.
The latest XEC net income forecast has the actual XEC crude oil price for Q1 '18 at $57.82.
The XEC website reports: "Realized oil prices averaged $59.93 per barrel"
Just wondered what goes into that calculation?
by John.A.Hunt
Sun Jun 03, 2018 10:09 pm
Forum: Other topics of interest
Topic: Hydrogen-electric Budweiser semis
Replies: 1
Views: 2118

Re: Hydrogen-electric Budweiser semis (lithium demand)

The page linked below aggregates several articles on electric semi tractor-trailers and buses. Big name manufacturers involved, Daimler-Benz, Volvo. China has many electric buses.
http://www.ttnews.com/categories/electric-truck
by John.A.Hunt
Fri May 25, 2018 10:39 am
Forum: Other topics of interest
Topic: Hydrogen-electric Budweiser semis
Replies: 1
Views: 2118

Hydrogen-electric Budweiser semis

Ran across this article - had not heard of this application before, "hydrogen-electric" freight trucks. As in long-haul semis. Looks like Anheuser-Busch is buying a lot of these. Trucks made by Nikola Motor Company, which is new to me. Interesting they seem to be making headway on some alt...
by John.A.Hunt
Wed Apr 25, 2018 2:53 pm
Forum: Other topics of interest
Topic: Venezeula going over the cliff
Replies: 3
Views: 2807

Re: Venezeula going over the cliff

No surprise after the arrests, Chevron, Total, Statoil, Repsol evacuate staff.
http://fortune.com/2017/08/07/chevron-t ... venezuela/
by John.A.Hunt
Wed Mar 14, 2018 4:30 pm
Forum: Other topics of interest
Topic: Helium
Replies: 1
Views: 1885

Helium

Dan, Is there an opportunity in Helium? Apparently the BLM Amarillo source is approaching depletion in a few years. Maybe other sources are adequate. Plus, I don't know how that market works, other than it appears small and cliquish. https://www.gasworld.com/helium-supply-tightening-again/2014167.ar...