Search found 335 matches

by aja57
Sat Mar 23, 2024 1:49 pm
Forum: Other topics of interest
Topic: What happens when this comes to America
Replies: 0
Views: 40

What happens when this comes to America

https://www.zerohedge.com/commodities/drone-attacks-hit-another-russia-refinery-swing-producers-refining-capacity-drops
by aja57
Sat Mar 23, 2024 1:28 pm
Forum: The View from Houston
Topic: Jeff Currie resurfaces
Replies: 3
Views: 149

Re: Jeff Currie resurfaces

Looks like Congress is waking up to the IEA BS..
https://twitter.com/ericnuttall/status/1770807620699389967
by aja57
Sat Mar 23, 2024 1:18 pm
Forum: The View from Houston
Topic: Jeff Currie resurfaces
Replies: 3
Views: 149

Re: Jeff Currie resurfaces

https://seekingalpha.com/article/4678308-this-iea-oil-market-report-reeks-of-political-motivation
by aja57
Tue Mar 19, 2024 6:49 pm
Forum: Other topics of interest
Topic: Saudi Aramco CEO says energy transition is failing, world should abandon ‘fantasy’ of phasing out oil
Replies: 0
Views: 58

Saudi Aramco CEO says energy transition is failing, world should abandon ‘fantasy’ of phasing out oil

Biden, Granholm and Podesta won't win a pissing contest with the Saudis.
https://www.cnbc.com/2024/03/18/saudi-aramco-ceo-says-energy-transition-is-failing-give-up-fantasy-of-phasing-out-oil.html
by aja57
Tue Mar 19, 2024 4:34 pm
Forum: Other topics of interest
Topic: Chevron Exxon Tug of War over Hess Guyana Interests
Replies: 5
Views: 160

Re: Chevron Exxon Tug of War over Hess Guyana Interests

Interesting thoughts, Fraser. WSJ had an article on the HES-CVX merger two weeks ago. Seems as if the traders weren't buying it would happen as HES is trading 20 points lower than the take out price. Wonder whether XOM would bust up it's deal for PXD to bid for HES. Sounds like Guyana is more promis...
by aja57
Mon Mar 18, 2024 2:06 pm
Forum: Other topics of interest
Topic: Exxon Chief Darren Woods Has Conquered The Woke ESG Giant
Replies: 0
Views: 68

Exxon Chief Darren Woods Has Conquered The Woke ESG Giant

Dan Yergin, vice chairman of S&P Global added: "The energy companies have demonstrated a discipline in their capital investment and have been responsive to investors. You can see that in their spending and that's refurbished the social contract between the companies and investors.” https://...
by aja57
Sun Mar 17, 2024 7:52 pm
Forum: Other topics of interest
Topic: Worth a read
Replies: 2
Views: 117

Re: Worth a read

Thanks for sharing ,Fraser. On the thoughts about accumulating hard assets like residential real estate, I live in an affluent area of Scottsdale ,AZ where in one neighborhood called DC Ranch, a spin off company of BlackRock, Invitation Homes has bought 73 homes in the community of which 51 are empt...
by aja57
Sat Mar 16, 2024 12:52 pm
Forum: The View from Houston
Topic: wcs discount $22
Replies: 8
Views: 13881

Re: wcs discount $22

Looks like diving into Canadian oily stocks is here. Likely not factored into the stock price yet.
That and crack spreads rising. Everything is coming our way...

https://twitter.com/garquake/status/1769003164370403633
https://twitter.com/Energy_Tidbits/status/1768826604313260215
by aja57
Thu Mar 14, 2024 10:42 pm
Forum: Picks and tips from the EP community
Topic: Pxyis tankers reports tonight after close PXS
Replies: 4
Views: 160

Re: Pxyis tankers reports tonight after close PXS

Thanks, Fraser. For anyone looking for high dividend LPG tanker stock , check out BWLLF. Singapore investment holding with MC of 1.85 billion. ROIC of 27% ,FCF of S400 million last year, debt to equity of 35% and last year's dividend was $ 3.45 (25%) . Trades at $11.78. Average forecast from analyst...
by aja57
Thu Mar 14, 2024 10:00 pm
Forum: Other topics of interest
Topic: A New Surge in Power Use Is Threatening U.S. Climate Goals:
Replies: 2
Views: 115

A New Surge in Power Use Is Threatening U.S. Climate Goals:

"In an ironic twist, the swelling appetite for more electricity, driven not only by electric cars but also by battery and solar factories and other aspects of the clean-energy transition, could also jeopardize the country’s plans to fight climate change." No shit, Sherlock... https://archi...