Energy Prospectus

John.A.Hunt

Congressman Brian Babin whose district includes the berth for BB-35 raises some concerns about moving the aging ship. Possibly build a dry dock on site instead.

https://www.houstonchronicle.com/opinio ... 937171.php

John.A.Hunt

For a change of pace article: the 106 year old BB-35, the dreadnought USS Texas, will undergo extensive repairs during the next two years. https://www.houstonchronicle.com/news/houston-texas/houston/article/Historical-commission-green-lights-Battleship-15160246.php?fbclid=IwAR1bEZDvuYSfXzKLlti8l1ESu...

John.A.Hunt

The 1/30 update on Range Resources said they saved yuuuge $$$ using natgas as completion-site fuel: "Range Resources said it saved more than $2 million in fuel costs at the first two pads where it used the electric fleets." With additional efficiencies the article noted such as faster rig-...

John.A.Hunt

Dr. Joe was right (again) with his forecast from Sat. 1/11.
That week old Saturday Summary is still up as of today. A 4 minute video. One of his analogues is the winter of 1967.
https://www.weatherbell.com/premium/
As of now (10:00 am 1/19) Chicago temp 6, wind chill -12.

John.A.Hunt

Glacier National Park in Montana on the Canadian border is spectacular. About a decade ago the park authorities posted signs predicting that its glaciers will be “gone by 2020.” But according to the article its most well-known glaciers have been growing. Numerous other glaciers in GNP are status quo...

John.A.Hunt

... we think CPE has successfully transitioned from a Permian pure play growth story, to a sustainable corporate return model with asset diversification ... Dan, this is first time in a long time I recall seeing "asset diversification" mentioned in a positive light regarding domestic oil ...

John.A.Hunt

Good news for now. XOM successfully defends itself from a ridiculous lawsuit launched by the New York State Attorney General. IMHO this was an abuse of the legal system, an abuse of power by New York authorities. https://www.timesunion.com/news/article/ExxonMobil-wins-case-brought-by-attorney-genera...

John.A.Hunt

Interesting blog post:
https://notrickszone.com/2019/10/12/ren ... -problems/

John.A.Hunt

Another positive report on Encana's Newfield properties, from Doug Suttles, CEO.
https://www.oklahomaminerals.com/encana ... n-working/

John.A.Hunt

Remember MA importing LNG from Russia?
Perhaps NE dems are "colluding" with Mr. Putin, sending him all that money . . .

https://www.washingtonexaminer.com/opin ... ew-england

John.A.Hunt

That is a cool video. The Nimitz Class carriers are being followed by the next generation Ford Class carriers. As amazing as the Nimitz Class carriers are, the Ford Class carriers make many major advances. The first of the new carriers, the Gerald R. Ford, is undergoing shake down sea trials and wor...

John.A.Hunt

Dan - thank you for this reminder - this had totally slipped my mind. I think all of us have a family story about WWII. I have at home my Dad's high school diploma. His class at Central High School in Lincoln, Nebraska graduated in June, 1942. So we know what those boys all did right after high scho...

John.A.Hunt

Could you tell us about the photo of the Steffens family in Iceland?

John.A.Hunt

Dan, when you get a chance, could you post the "days of supply" for crude and refined products?
Thanks.

John.A.Hunt

The op-ed piece linked below discusses the issue of proxy advisors allowing non-investment matters to harm returns of pension funds, etc. https://www.marketwatch.com/story/the-sec-is-right-investment-funds-are-wrong-to-focus-on-environmental-issues-2019-04-25?mod=mw_latestnews Glad to see the SEC co...

John.A.Hunt

Petrotal making nice progress. Nice 2P reserves increase along with 2018-2019 expense reduction. They TD'd their second Bretaña Field well. Evaluation oil from the Bretaña Field is "19.2 degree gravity API and lower viscosity" according to the company website 11/15/18 news release. From th...

John.A.Hunt

They are at it again - they don't care what Colorado voters said last November, they don't care what their Colorado Supreme Court said last month. The same lynch mob is trying to shut down O&G activity in Colorado, under a smoke-and-mirrors ruse of "reform." This time it is CO senate b...

John.A.Hunt

Some environmental group shamelessly exploited school kids to front their anti-drilling/anti-fracking campaign. These pressure groups have a lot of naïve followers and seem to be ramping up their lawfare against conventional energy. For now, Colorado dodged another bullet. From the AAPL Landnews: &q...

John.A.Hunt

Dan, with IMO 2020 approaching, other demand for distillates, the light gravity of US shale oil, the production drop in Venezuela, Mexico, etc., do the Canadian heavy oil producers have reasonable upside possibility?

John.A.Hunt

Re: Natural Gas market Not that I wish a cold wave on anyone, but the cold front came sweeping down the plain as Dr. Joe said. http://www.intellicast.com/National/Temperature/Current.aspx (as of 8:45 am 11/10, Chicago 21 degrees, K.C 15 degrees) Now if the seasonal weather pattern would shift a tad ...

John.A.Hunt

Dan, In your podcast this week, the chart "Light Crude Oil Futures" has what looks like daily volume bar graphs across the lower portion. Those bar graphs appear to drop to nothing on a regular interval. Just wondering if I see that correctly, and could you tell us why such a pattern? Than...

John.A.Hunt

Yikes. Did not know this. Much worse than I thought. The ballot wording shows Prop 112 to be open-ended, that would authorize local governments to increase a setback distance to more than the minimum 2500 feet. Local government could use apparently any fabricated "reason" - or no reason at...

John.A.Hunt

FWIW the CO House Majority Leader (a Democrat from Boulder County) thinks Prop 112 won't pass. We'll see, the "ayes" had a lead in other reports.
https://www.bloomberg.com/news/articles ... ly-to-pass

John.A.Hunt

I hear you - no worries. Greatly appreciate all the info and analysis you and your crew pull together!

John.A.Hunt

Dan,
Have you considered applying to the AAPL for the lunch presentations to be approved for continuing education points for CPL's, RPL's, etc? The information is certainly worthy. Thanks.

John.A.Hunt

CO setback vote - FWIW the anti-proposition 112 forces have a war chest. Plus a sizable alliance of mayors and interested groups. But I haven't found a recent poll to see if the industry has moved the needle yet. The last poll I found had the extreme setback leading with 60% approval. From The Color...

John.A.Hunt

With the SCOOP-STACK still a bit under the radar this may help. Seeking Alpha has a lengthy article on SCOOP-STACK, discussion of AMR, CHAP and more. Includes many informative visuals, maps of acreage positions, etc. https://seekingalpha.com/article/4207637-e-and-p-skirmish-shallow-stack-alta-mesa-c...

John.A.Hunt

Any word from vanadium companies? Vanadium-flow batteries are getting some hype as utility scale electricity storage. But I'm no expert. Just trying to learn.

John.A.Hunt

Sept. 13th InPlay Oil posted to their website in the "News" section the early returns of their first horizontal Duvernay completion. Sounds good so far.

John.A.Hunt

Discouraging report on SA, see the 4th paragraph.
https://seekingalpha.com/news/3389444-r ... ot-measure

John.A.Hunt

https://seekingalpha.com/news/3389373-c ... ian-assets

John.A.Hunt

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...

John.A.Hunt

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.

John.A.Hunt

Looks like their operations guys handled it pretty well.
Company press release: http://www.laredopetro.com/news-and-eve ... tions.aspx

John.A.Hunt

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...

John.A.Hunt

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?

John.A.Hunt

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

John.A.Hunt

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...

John.A.Hunt

No surprise after the arrests, Chevron, Total, Statoil, Repsol evacuate staff.
http://fortune.com/2017/08/07/chevron-t ... venezuela/

John.A.Hunt

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...

John.A.Hunt

Dan, likewise I also wondered if any further info on Jones Energy (even though attention turned to other companies). The reason for the question is I've noticed the JONE stock price has basically held steady during this week's market roller coaster. Maybe because it was already so low?
Thanks,
JAH

John.A.Hunt

Thanks!

John.A.Hunt

FWIW, this jet stream map produced by Canada's national weather service gives an at-a-glance picture of air movements.
http://www.weatheroffice.gc.ca/jet_stream/index_e.html

John.A.Hunt

This article refers to a report that tries to analyze productivity comparing basins. Unfortunately I do not have the report.
https://www.ugcenter.com/baird-stacksco ... 678686#p=1

John.A.Hunt

A two day ice storm in Houston. Historic! Is it too late to get into Hot Cocoa Stocks, maybe ice scraper makers?

John.A.Hunt

Any thoughts on Fuel Cell technology?
I found some comments from 2010 and 2012.
Looks like Panasonic is going commercial with it.
https://www.japantimes.co.jp/news/2017/ ... lURHE2WzWM

John.A.Hunt

Looking at the 11/25 EPG overview of GPOR, I see that about 83% of its production is from Eastern Ohio. Is GPOR having wellhead/flowline freeze due to the low temps hampering their OH production? Is that affecting share price?

John.A.Hunt

Dan, how big is the Heating Oil market? Watching the temperature maps makes me think of my boiler and radiator heating system in the 1940's vintage row house we rented in PA several years ago. The home heating oil trucks were busy in this kind of weather. The radiator heat was even and quiet. I kind...

John.A.Hunt

What is the winter forecast for Europe, China, Japan? Any gauge how their heating needs this season will affect the markets?

John.A.Hunt

Regarding that presentation on "New Generation" Eagleford shale wells - it was short on specifics as to what comprises a "New Generation" Eagleford well. Mostly what we've heard before, improved completion designs, better cost controls, etc. The interesting part were several char...

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