Energy Prospectus

Keep fighting the good fight, Dan! I'm disappointed and a little surprised the folks in San Diego took umbrage at criticism of the current regime. I would expect that in Marin county, but not San Diego. I fear we may be too far gone...

The Cantarell / Pemex decline seems to be the global oil story that no one is talking about. Whistling past the graveyard.

that 4th Circuit decision is tragicomic. Depressing.

Gut feeling that between this hot summer and an active hurricane season, ng volatility is going to get crazy

diesel inventories are low in the US but I've seen charts showing well above average ex US. I'm assuming any domestic shortage can be easily plugged by imports (especially given Saudi's arbitrage of Russia's diesel bbls).

The world’s largest short position.

Looks good. Monthly dividend of 1.5c CAD announced. Reserves up.

https://boereport.com/2023/03/15/inplay-oil-corp-announces-record-2022-financial-operating-and-reserves-results-highlighted-by-58-production-growth-11-proved-developed-producing-reserves-growth-and-59-net-debt-reduction/

what do La Nina's typically forecast for summer? hotter/lower than normal?

I think another reason for the stock buybacks is it helps offset dilution from stock based compensation (SBC).

this ice age is going to last for all of 72 hours then warm back up. supplies are ample for the time being, and Freeport LNG just announced today that startup delayed till 2H January