Energy Prospectus

Nearly 30 tankers with European connections left Russia’s Far East over two months carrying crude that may have breached the price cap, according to rights group Global Witness. Western trading, shipping and insurance firms had connections to nearly half of the trades of ESPO crude that left the por...

https://d1io3yog0oux5.cloudfront.net/_57e31cfd597d5b5e6bb80322c7a6b2fa/anteroresources/db/732/7260/pdf/AR+Investor+Presentation_Mar-23_03.06.2023_vF1.pdf Interesting, they observed haynesville drilling activity falls when NG below 3 Also shows some comps They dropped the arb slide on liquid's arbrit...

https://gearenergy.com/wp-content/uploads/2023/03/2023-February.pdf cash negative again, indicative of others partially due to cap x and weaker prices For the first two months of 2023, Gear has invested $16.4 million. However, from March to June 2023, capital investment is expected to be significant...

100 m,

https://www.talosenergy.com/investor-relations/news/news-details/2023/Talos-Energy-Inc.-Announces-100-Million-Share-Repurchase-Authorization/default.aspx

https://www.youtube.com/live/72IkU9mXbA8?feature=share

Honest question

Would Biden bailed out a same sized Texas bank with similar issues that lent money to energy firms and the investors were all Trump supporters? Yes or No

Biden doesn't rule based on the United States of America, He rules based on blue states & red states

Great work and super helpful! May I suggest a worst case scenario. Actually this would be my base case. Worst case might be 20 % lower prices. 1. Ignore 2022 cash flows. Reasoning coming off covid and Ukraine spiked rates and NG shortage in Europe. None of those will repeat in 2023. 2, Just use 2023...

National Grid is desperately trying not to run out of natural gas for its customers in Brooklyn and Queens (on Long Island). For several years the company has fought a battle to run a tiny pipeline to its Greenpoint, Brooklyn facility to provide extra natural gas. National Grid has a backup plan in ...

>following the banking turmoil, No kidding this is huge and the banking system and gov't response is a mess >U.S. won't rush to fill petroleum reserve, says top Biden adviser No kidding, he is a liar and the Gov't has hit the debt ceiling and has no money _California launches investigation into high...

My swag is 1775 to 1800 >>> 1780

Anyone else??