Energy Prospectus

One can imagine that utilizing one's own natural gas to run the rigs will have significant impact on the bottom line. Go REPX.

https://www.hfir-ideas.com/p/public-suncor-energy-management-execution

Well you get to see the potential upside for BTE by HFI Research. The potential downside is behind a pay wall. One would think the tease should be reversed.

https://www.hfir-ideas.com/p/idea-baytex-energy-more-negatives

But this second quarter should be impressive for the Sweet 16 . On average, (excluding EQT and SBOW) the component of NGL/nat gas for each company is 44%. IF nat gas plateaus at $2.90 for the second quarter(57% increase), the unhedged revenue component of nat gas/company will increase 25%. Yet these...

At this point you really can make this sh*t up. NE may be taking a 'hot' summer for the team.

https://www.zerohedge.com/energy/biden-drains-entire-northeast-gasoline-reserve-bid-lower-gas-prices-he-trails-trump-double

Get your back up generators ready for the summer cause it’s gonna get hot in the Sun Belt.

https://www.zerohedge.com/technology/us-power-grid-may-become-unreliable-summer-watchdog-warns

Looks like the Canadian PensionPlan didn’t like the dividend.


https://www.tradingview.com/news/reuters.com,2024:newsml_L1N3HJ15W:0-civitas-resources-drops-as-cppib-s-stake-sale-priced/

HFI Research take on EIA data..
https://www.hfir.com/p/a-bottom-is-developing-for-oil

Thanks PE for your analysis.

Dan, how big do these class action lawsuits with the environmental groups and the government regulators play on the bottom line with the large oil companies like EOG and Diamondback? Based on the Biden’s administration’s history and Trump as an example, seems as though they sue just to harass with v...

If there is a free and fair election, blue state Pennsylvania may flip.

https://www.zerohedge.com/markets/big-oil-has-flourished-despite-bidens-best-efforts-and-will-back-trump-2024