Energy Prospectus

farrell90

https://markets.businessinsider.com/news/stocks/volt-announces-successful-24-hour-run-of-generation-5-field-unit-reaching-initial-11-573-barrels-per-day-throughput-1034355351?op=1 In addition to the oil field brine, a brine belt extends across the southern usa. I have been impressed with the company...

farrell90

Natural gas down to 3.07 today from the highs of $4.00. All natural gassers down this last week. It may be too early to judge because we have a couple of months of winter remain, but it raises the question of the normal natural gas production and price cycle.Will natural gas continue to be cyclical ...

farrell90

https://voltlithium.com/wp-content/uploads/2024/12/12-18-2024-Volt-Field-Scale-Up-FINAL.pdf

PR describes results of technical update; including, a substantial increase in production.

Graph outlines cash flow per units of production of Lithium Carbonate.

Impressive PR IMO

Farrell

farrell90

Oilprice.com notes: "Natural gas prices are set to surge this winter due to a combination of high demand, tight supply, and limited production increases." " Europe's reliance on imported gas and competition with Asia for LNG supplies will exacerbate the price increases and potential s...

farrell90

Chevron is to begin exploration of PEL 90 Namibia's Orange basin soon with the first well to report as early as February 2025. The company reports a multiple well exploration as a result of its expedited seismic testing. PEL 90 sits west of the giant Mopane field discovered by Galp and north of the ...

farrell90

Galp hits 3rd well in Mopane field in PEL83 Namibibia. Initial wells 8km apart showed light oil without contaminants, high pressures, and excellent reservoir structures which were felt to be contiguous. Estimates were over 10 billion barrels of oil in place. The 3rd well 10km away reports identical ...

farrell90

EQT signed 2 strategically important deals the end of July which may give it a long term advantages. EQT with its massive natural gas reserves and low costs has been"landlocked" until its deal to purchase Equitrans and its Mountain Valley pipeline. "EQT President and CEO Toby Z. Rice ...

farrell90

Sorry I had another commitment this AM and missed the webinar. I am interested watching it if it is going to be replayed. Let me know.

David Jones

farrell90

Volt Lithium...Operations to Commence in Q3 2024.

Achieves Significant Operational Milestone with the Scale-Up of its Field Unit to 96,000 Litres Per Day

info@voltlithium.com

farrell90

Thanks for posting. Link broken for me. Try:

https://www.equinor.com/news/20240508-partnership-standard-lithium

https://marketwirenews.com/news-releases/standard-lithium-and-equinor-form-partnership-to-dev-5568810055905032.html

farrell90

https://www.galp.com/corp/Portals/0/Recursos/Inv_1Q24/Galp%201Q%202024%20Results%20Presentation.mp4 High points re Namibia PEL 38 Fast tracking development Plan 4 additional "permanent wells" Seeking major oil company partner to fund capex Recovered all liquids primarily light oil some con...

farrell90

VOLT LITHIUM ANNOUNCES US$1.5 MILLION STRATEGIC INVESTMENT TO COMMENCE FIELD OPERATIONS IN THE DELAWARE BASIN IN TEXAS, USA https://voltlithium.com/wp-content/uploads/2024/04/Volt-Version-04-29-24-PP-Investment-FINAL.pdf "Calgary, Alberta – Volt Lithium Corp. (TSXV: VLT | OTCQB: VLTLF) (“Volt” ...

farrell90

Galp reports 2nd well on Namibian PEL 38; up 21%; small cap partner {5%} Sintana up 44% https://www.upstreamonline.com/exploration/10-billion-barrels-galp-stock-price-hits-all-time-high-as-it-confirms-vast-scale-of-namibia-discovery/2-1-1630753 https://www.msn.com/en-gb/money/other/portugals-galp-sa...

farrell90

Cold weather across US to last several days at least. Perhaps the coldest spell for several years. Snow pack to extend down to upper midwest.

Bloomberg natural gas prices up over 7% today to 3.33

//weather.com/forecast/national/news/2024-01-10-arctic-cold-outbreak-south-plains-midwest

farrell90

I agree .A simple way to look at the relative value of CPE's acquisition is to compare the PE ratios of the 2 companies. CPE's PE is 4.16 and APA is 6.6.....A 37% difference APA should be able to deliver a much higher rate of return; both profit and cash flow on the assets added from CPE. I used tod...

farrell90

Dan, any explanation for the recent drop in share price? The stock chart is not encouraging.

https://www.google.com/finance/quote/SILV:NYSEAMERICAN?window=1Y

farrell90

Volt is able to recover LiCL from the oil field brine. Lithium Resources process recovers LiOH which is the form of lithium battery manufactures require. Obviously having the Lithium recovered in the form ready to sell is an advantage. I do recall Volt mentioned the conversion would be necessary in ...

farrell90

Volt is able to recover LiCL from the oil field brine. Lithium Resources process recovers LiOH which is the form of lithium battery manufactures require. Obviously having the Lithium recovered in the form ready to sell is an advantage. I do not recall Volt mentioned the conversion would be necessary...

farrell90

MPC down 0ver 25% the last few weeks .Company upbeat but concerns remain about possible recession. Crack spreads and demand falling. From WSJ By Jinjoo Lee The business of turning crude oil into fuel is still very lucrative for U.S. refiners, but recent declines in pump prices and refiner profitabil...

farrell90

News of the talks with Range may explain the spike down in PXD share price this afternoon. It may also be a factor in my gassers being up today.

Range resources up 11% today.

Farrell

farrell90

Polar vortex projected for the next few weeks to bring cold Feb temps to North America

https://www.dtnpf.com/agriculture/web/a ... -cold-back

farrell90

NG usage graph by use/disposition. 10 year graph but you can deduce the 5 year data from the graph. 2022 should see steady demand in all areas with a sizable increase in exports. https://www.eia.gov/todayinenergy/detail.php?id=54660 2022 gas exports estimates 11/2022: https://www.reuters.com/busines...

farrell90

Diesel shortage article in WSJ today. VLO, MPC and XOM listed as major players.

https://www.wsj.com/articles/diesel-hit ... 1668549062

farrell90

Valero up 27% in 6 weeks. Any notion of which refiner is the best play on diesel?

farrell90

Kimmeridge Energy Management Company, LLC was the SBOW suitor. It is a Manhattan based private equity group which invests in special situations by acquiring and managing energy stocks. From the Kimmeridge web site: "Our flagship strategy focuses on unconventional US oil and gas assets at the fr...

farrell90

Ouch, down again

farrell90

I have been buying the dips and have accumulated a position that's out of proportion for my portfolio. I expect to do well...we will see. Too many factors are positive for this company to ignore.

farrell90

Goldman Sachs predicts lower natural gas prices in Europe [and the US} https://www.barrons.com/articles/natural-gas-prices-europe-goldman-51663090649 NOAA predicts LaNina with over 90% certainty. Some are calling it a triple dip LaNina https://www.climate.gov/news-features/blogs/september-2022-la-ni...

farrell90

The market likes the announcement ... LPI is up 16% so far today.

farrell90

Thanks for starting the options thread. It should be reasonably safe to play covered call options. The obvious disadvantage is being called out on a stock you like. In my situation I am extremely over invested in the sweet 16 and have been judiciously taking profits; covered calls should be a reason...

farrell90

Dan, thanks for reviewing the results. Do you believe the " Return of Capital Program" could eventually result in a dividend? Are you surprised the AH trading turned negative?

farrell90

EU discusses classifying natural gas as green with some conditions and controversy. "Natural gas investments can be counted as green until at least 2030 if their carbon emissions are under a fixed threshold, which is estimated to mean it will produce no significant environmental harm" If t...

farrell90

Dan thanks for posting. The review is reassuring. I bought more shares of my E and P positions after the 2nd quarter results were so promising. Unfortunately we are presented with another buying opportunity today. Most middle east crises result in increased oil prices. Some traders must be factoring...

farrell90

CPE has doubled last 2 days with improved storage numbers. Shorts are covering. Many small caps up big too. Farrell

farrell90

When the dust settles I plan to pick up some bargains. I am looking for long term holds: 1. gasser probably SWN or RRC 2. Integated oil RDS, BP, or XOM I bought RDS a few mos ago in the mid 60's but sold when it broke 60. BP is probably the better stock but Its legal risk seems never ending 3. high ...

farrell90

Dan, These periods of panic always create bargains. Any idea where the vultures would lurk for bargains at this point?

farrell90

Cheniere's pact with BG to export LNG from the US is sure to produce controversy and debate on the wisdom of exporting our relatively cheap NG. It may act as a floor for our low NG prices and make production of NG much more profitable. Any predictions on how this will shake out? Disclosure:After avo...

Energy Prospectus

Search found 37 matches

Volt Lithium update

Natural gas prices down to $3.07; Effect NG stocks

Volt lithium update...projects potential cash flow

natural gas prices predicted to incease

Chevron's stock upgraded due to Namibia oil exploration

Re: Galp 1st qtr conference call; Nambia Pel 38 discussions

EQT...first vertically integrated US natural gas producer

Re: Get to know the "Petroleum Economist" on August 2

Volt Lithium operational test successful in Permian

Re: Update from Standard Lithium

Galp 1st qtr conference call; Nambia Pel 38 discussions

VOLT LITHIUM ANNOUNCES US$1.5 MILLION STRATEGIC INVESTMENT TO COMMENCE FIELD OPERATIONS IN THE DELAWARE BASIN IN TEXAS,

Galp up 21%;Namibian field may hold10 billion barrels

Re: Our Sweet 16 "Gassers" could lead the pack in Q1 2024

Re: APA buying CPE

Re: Watch List: SilverCrest Metals (SILV) - Aug 10

Re: Lithium Resources Corp. (LBNKF) PEA Technical Report

Re: Lithium Resources Corp. (LBNKF) PEA Technical Report

Marathon.MPC

Re: Rumor pxd buying range

cold February projected

Re: 5 year Natural Gas Usage by consumption source

Re: Refiners MPC ans PSX report tomorrow

Re: Refiners MPC ans PSX report tomorrow

SBOW..

Re: sbow in play?

Re: sbow in play?

Re: The Gassers are going to have great Q3 results

Re: LPI

Re: Option strategies for the Sweet 16

Re: Antero Resources (AR) Q4 Results - Feb 16

EU reviewing the classification of NG as "green"

Re: Sweet 16 Update - August 14

cpe

Contrarian buying?

Re: new leases down

Cheniere's LNG exports/ predictions for ng prices?