Energy Prospectus

> Antony Blinken says that it is unlikely that Iran will comply

Talk about existential threat to the human race. Agree with yours and Phils comments

Gassy names all fell 3-5%, while the commodity traded up 1 %. Strange
People dumping energy names across the board.

I own this one and GDP Jerry Jones of the Dallas Cowboys fame has a billion plus investment in this name.

I like the Haynesville based production. ALso a new takeaway pipe Acadian express, should be coming online soon

dan_s wrote:The link above did not work for me. Propane was up $0.01 today to close at $0.82/gallon or $34.44/bbl.

try this one scroll down lower left

https://www.anteroresources.com/

Several key Chinese provinces have issued warnings of power shortages in the upcoming summer due to insufficient generation capacity and strong economic activity, which could tighten markets for key fuels like LNG and boost prices in the Asian LNG spot market. Five key Chinese provinces of Shandong,...

The market hates this deal, both names down 8 %!!

latest weekly from AR

https://d1io3yog0oux5.cloudfront.net/_5 ... .21_v3.pdf

I like to make my own decisions whether to invest in oil and gas.

One clear winners are the executives who's options will vest.
Analysts are pressing them on who benefits. The xec guy came across as defensive

Both names are down pre market 2 to 3 %, XEC side doing all the talking

slide deck

https://s26.q4cdn.com/162280839/files/d ... tation.pdf

Questions Who is next?