Energy Prospectus

Outlook raised

https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-record-second-quarter-2024

https://x.com/bennyjohnson/status/1814813290020688085

It's not often you see an outright sell (underperform) from a research house. Well known Wolfe Resources put out an underperform on the name. Don't shoot me, I'm just the messenger. I owned this name prior to their last acquisition when it was trading in the 60's 60 to 45 in less than a year wasn't ...

https://www.marketbeat.com/instant-alerts/nyse-vtle-initiated-coverage-2024-07-18/

Celsius is predicting +30 I project that daily natural gas storage injections will flip to bearish and that the storage surplus versus the 5-year average could potentially climb back above +500 BCF in the last few days of the month, as shown in the Figure to the right. Natural gas prices were also l...

imho

Update on crk

https://seekingalpha.com/article/4704474-comstock-resources-stock-investing-in-western-haynesville

https://x.com/bennyjohnson/status/1813216355870470430

https://x.com/RealJamesWoods/status/1812910839898513548

>He’s been the loudest voice in the GOP in support of Lina Khan,

That is concerning, (to me) as I believe in free markets and the Gov't getting out of the way. Everything and anything the govt gets involved in, it f's it up

Natural gas is up a little bit this morning and trying to hold its ground after some fundamentals that normally would be very bearish. Reports show that the Freeport LNG export project in Texas canceled at least four scheduled shipments because of Hurricane Beryl, according to Bloomberg News. Extend...