Energy Prospectus

despite the glut

Inventories for the US are now at a surplus of 557 Bcf to last year and a surplus of 349 Bcf to the five-year average.

NG weighted https://rbnenergy.com/wrecking-ball-plunging-natural-gas-prices-spur-continued-decline-in-eandp-earnings-in-q1-2023-gas-weighted-eandps Oil weighted https://rbnenergy.com/wrecking-ball-plunging-natural-gas-prices-spur-continued-decline-in-eandp-earnings-in-q1-2023-oil-weighted-eandps Who...

Well known analyst with a new forecast, appeared on CNBC Fast Money

Posted today

https://youtu.be/yD_hKXeRyjM

Recommends : Long Range RRC, short gassy Permian names

Likes EQT but worried about Tug Hill getting approved

Oil prices are getting slammed on concerns that the Chinese economy hit a brick wall, talk that OPEC won’t back up the tough talk by Saudi Arabia, and the possibility that the US might be working towards a plan that could lead toward the lifting of some sanctions on Iran. < you gotta be kidding me C...

Energy , crude, ng is falling like a rock. Producers need to cut back, NOW

Lower prices = lower earnings
Lower earnings = Lower prices
Lower prices = downgrades
Downgrades = Lower equity prices

This is my surprised face.

Q2 earnings will be crap
Equities will continue to fall.

bottom 3, all down 3.5 %

crk > back to single digits 9.73
ar > needs higher prices 21.75
rrc > help, I can't get up 28.32

Ng down 3.9 %

https://seekingalpha.com/news/3975297-talos-energy-to-sell-499-stake-in-mexican-subsidiary-in-125m-deal

https://talosenergy2021rd.q4web.com/investor-relations/news/news-details/2023/Talos-Energy-Announces-Mexico-Transaction-Including-Stake-in-Zama-With-Grupo-Carso/default.aspx

I like it..I nibbled on the name today

>resilient FCF. That is key, I'm not interested if they are not generating cash