Energy Prospectus

aja57

Stock got slapped around today. Down 17% on 300% increase in volume. Looks like there is some concern for securities fraud investigation.

aja57

“Fentanyl smuggling and illegal immigration The initial justification for the Canadian import tariffs was fentanyl smuggling and illegal immigration at the northern border. These arguments do not hold water. Fentanyl smuggling from Canada into the US is minimal. In the fiscal year of 2024, only 43 p...

aja57

Canada has no leverage with Trump..
https://x.com/profstonge/status/1900162428064632870

aja57

The only thing worse than tariffs are bad trade agreements.

aja57

The US needs reciprocal tariffs to make trade fair. I was always a free trade guy but realize this was nothing but a "pie in the sky" mentality while the rest of the world laid tariffs on US exports. So free trade has become fair trade. It's sad that tariffs and even value added taxes are ...

aja57

It's shareholders v Trump
https://boereport.com/2025/03/07/top-oil-executives-reckon-with-downturn-even-as-trump-cheers-them-on/

aja57

This tweet suggests oil is going lower..

https://x.com/dogeai_gov/status/1898099213268930638

aja57

https://boereport.com/2025/03/07/us-drillers-cut-oil-and-gas-rigs-for-first-time-in-six-weeks-baker-hughes-2/

aja57

The EU has decided to appropriate 500 billion euros to strengthen their miltary after Trump threatens to leave NATO. So I it seems that the EU wants to create a German force to march through Poland to fight Putin. Where have I seen that before?

aja57

Marc, the entire Sweet 16 has rolled over 30-40% in the last few weeks while oil has dropped around 17%. Quite the falling knife..

aja57

Worth the watch, Cliff
https://x.com/DrEtiquette/status/1897690688487137546

aja57

All great thoughts. Thanks for posting. Right now I suspect many of us are watching stocks on trading at less than 1-2X operating cash flow. Call me Charlie Brown.

aja57

Problem is most of the public suffers from attention deficit disorder so no one will remember. Congress and the Senate are so dysfunctional under Republicans that nothing will get passed for the next two year. Many Republicans will need to get primaried. If you think four years of Biden’s executive ...

aja57

Happy Birthday,Dan. Enjoy your cruise..

aja57

https://www.zerohedge.com/energy/oil-prices-plunge-opec-delegate-hints-output-hikes-due-trump-pressure

aja57

That was really outstanding. Historical perspective of 1968-81 on the economy was very informative as I'm suspecting that most on this board either were in diapers or teenagers. History lives to repeat itself. Summary: Commodities ,industrials and materials are only 12% of the S&P.McDonald belie...

aja57

Looks like there is no joy in Mudville.. NEW YORK, NY / ACCESS Newswire / February 27, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Civitas Resources, Inc. ("Civitas Resources") CIVI concerning possible violations of federal securities laws. On F...

aja57

Trump has already stated he wants to increase commerce with Putin. Seems to me that if a peace agreement happens between Putin and Z, the comedian one of the first things that might happen is the end of the Russian oil embargo. Not sure how OPEC will feel about this particularly the House of Saud . ...

aja57

SEI up to 26% this morning on great earnings.

aja57

I spent 40 years in medicine and in the mid 90s , I remember government officials were clamoring over the estimation that 60 billion dollars in Medicare or 20% of the total was fraud or payment errors. The U.S. spends $1.5 trillion dollars a year in Medicare and Medicaid. Assume the % of fraud remai...

aja57

Thanks for your sage advice, Chuck.

aja57

Elon found over 20 million dead people over age 100 in the social security database. 60 million more people in social security than are even in this country. https://x.com/elonmusk/status/1891357918605332965 How many years have we heard that there is no way to cut entitlement spending and whom did w...

aja57

Trump doesn’t need Elon to trace any payments to Hunter or Joe. That work has been done already. The pardoned,Hunter has lost his 5th Amendment rights pertaining to his business arrangements as far back as 2014. If Jim Jordan or Jamie Comer hauls his ass in front of an investigation committee, he ha...

aja57

Frankly its time to stop sending money to other countries. That way they can hate us for free....

aja57

Roadster,
Thank you for all your info in Hydrograph. Just listened to the CEO in this video. Lots of transformational opportunities with this little company. My only concern is that she has those Elizabeth Holmes’ eyes from Theranos. Otherwise , I’m very impressed . Thanks again.

aja57

More on Canada.. "Canadians make 60% of an equivalent U.S. salary. With the same educational status of Americans and the same resources, our wealthiest province, Ontario, is only as wealthy as the poorest U.S. states: Mississippi and West Virginia." https://elizabethnickson.substack.com/p/...

aja57

https://www.zerohedge.com/energy/opec-drops-us-eia-secondary-source-assessing-oil-production

aja57

" 500% more terrorists" come across the Northern border than the Southern border even though the fentanyl crossing is much less than Mexico.
https://x.com/StephenPunwasi/status/1884813232201674799

aja57

Good morning PE, are you absolutely sure that Canada has not consulted with Trump over his border desires? I believe Castro Jr made a visit to Mara Logo after Trump was elected to talk about this issue. Canada and Mexico are at war with the US over its sovereignty and are doing the bidding for China...

aja57

This is a huge trade decision. China has been exempt from paying any tax on goods under $800 dollars, They send a billion packages into the US every year. No more import exemptions for China. Hardest part of this is America's addiction to cheap crap. https://www.zerohedge.com/political/secret-tariff...

aja57

https://x.com/CRUDEOIL231/status/1886201764468441546

aja57

The real question is why Canada and Mexico are so recalcitrant on Trump’s desire for America’s border security and eliminating fentanyl and human trafficking. Cui bono? Perhaps the Chinese are massively subsidizing Mexico’s and Canada’s economy for allowing fentanyl exports into the U.S. as both the...

aja57

There is SCOTUS precedent on this issue of pardons that creates a Catch 22 for those politicans who accept a pardon.

https://x.com/LindaG_RN/status/1881364739550494775

aja57

https://www.theepochtimes.com/world/infographic-canadas-cancelled-energy-projects-3685853

aja57

Apparently SCOTUS didn't find it stupid despite the fact that the Merchan violate four Constitutional amendments during the Trump's case. Roberts and Barrett are political hacks masquerading in black robes. This will have a chilling effect on Presidential immunity and executive power.

aja57

https://x.com/WallStreetMav/status/1876088533150253356

aja57

https://www.thegatewaypundit.com/2025/01/biden-moves-permanently-ban-offshore-oil-gas-drilling/

aja57

Thanks for heads up. How about Paramount in addition to Peyto and Tourmaline?

aja57

Here is a list of the top LNG shippers in the world..
https://up-indices.com/weight-of-constituents/

aja57

Get ready to buckle up boys and girls…
https://www.zerohedge.com/commodities/theoretically-yes-goldman-says-us-lng-can-replace-russian-lng-imports-eu

aja57

https://x.com/ftenergy/status/1871421907775434897

aja57

Will the EU cave? Good for America..

https://www.thenationalnews.com/business/energy/2024/12/22/qatars-threat-to-stop-eu-gas-sales-could-set-precedent-for-other-energy-exporting-nations/

aja57

"This truly feels like Twilight Zone"

Its more like The Matrix..

aja57

Looks like Europe has an energy shortage this early winter

https://x.com/JKempEnergy/status/1866857206349545607

aja57

Anyone think Jerry Jones will pull a Harold Hamm and privatize Comstock?

aja57

https://energysecurityfreedom.substack.com/p/the-conspiracy-to-manipulate-the

aja57

Clueless? No ,they are provoking this chaos and insanity.

https://www.zerohedge.com/geopolitical/russia-hits-ukraine-icbm-first-time

aja57

Any reason why this stock is up 25% today?

aja57

It’s all falling into place from the Trump Effect

https://www.zerohedge.com/commodities/eu-bows-trump-we-could-buy-more-american-lng

https://newsletter.doomberg.com/p/shift-shaping?utm_campaign=email-post&r=oc969&utm_source=substack&utm_medium=email

aja57

https://www.bloomberg.com/news/articles/2024-11-07/trump-plans-may-spur-duke-energy-to-reconsider-coal-plant-shift

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