Energy Prospectus

Waha is negative 2 Much has been written about low natural gas prices at Henry Hub this year, and we at RBN have made our contributions to that discourse (see Fear and Loathing and Just In Time). Prompt month futures prices have been below $2.00/MMBtu for over two months now. While Hub prices at the...

I established a position in Riley today.
I’d be interested in engineer telling us who the other 4 are in his top 5

Down another 5 %

Biden Admin Told Iran Attack Had To Be ‘Within Certain Limits

That's the dumbest thing I ever read. Just the press covering for the demented one and pretend he had some affect on the outcome.

So in essence, you can attack, but don't make it too bad.

Dan's weekly is out early.

-Good intel from Riley REPX. Recent dip provides attractive entry price at 29.31, TP 50.00
-Potential upside if ng pricing improves, taking it to zero, does not materially impact numbers
-Crude futures for q2 about 85, Dan using 82.50 in models means upside potential

Refineries do well when crack spreads widen. "Big incentive to buying crude to maximize runs". Good for crude prices too

Took positions in PSX, DK, PARR

https://x.com/Energy_Tidbits/status/1778948167964274929

https://x.com/sgtvaladez/status/1779288365398913041?s=46&t=pgzzFESpRCcPkSe1KLcphQ

I like APA, don't own it ,but the price hasn't rallied like the others
The Canadians are looking good and will surprise to the upside

The big guy came back from his vacation to pretend he is on top of things. He said "don't" yesterday. Didnt they get the message? https://nypost.com/2024/04/13/world-news/iran-launches-wave-of-drone-attacks-at-israel-report/ Israel is chomping on the bit to hit them back. Oil will rise on ...

Free NG, only condition is you get cash but must carry. Can you imagine the business opportunity if you could make a truck that could convert the free NG to LNG and transport it away to Calif? :idea: PS: I can't wait for CRK earnings call. I'm clearing my calendar. I'm sure they will tell us don't w...