Energy Prospectus

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

aja57

Appears that Doug Burgrum is going to be running Energy. Any chance Trump and Burgrum would open up drilling on public land, offer oil development incentives with the government collecting royalities on the return?

aja57

The fact that he won the popular vote certainly galls the Democrats. Alex Berenson has an interesting take on why he won the popular vote. Granted correlation is not causation but it appears he might have won the popular in blue states that imposed onerous lockdowns and mRNA vaccine penalties. https...

aja57

Polls are political propaganda used to sway the public narrative these days. They will always fail because the average Joe mistrusts them, realizes what their intention is, and is not willing to “play ball”. The only demographic willing to talk to pollsters are narcissistic ,college educated ,female...

aja57

"If this election is close, the IQ of the American voters is lower than I thought. Anyone with a brain knows that Kamala does not deserve a promotion."

It's not the IQ of the voter, it's the FQ of the Establishment. (fraud quotient)

aja57

The energy sector has become the “Peyton Place” of investing. Let’s hope that it doesn’t need “General Hospital”.

aja57

Trump will no doubt win the most votes. Whether he wins the vote count is a whole different matter. Prepare ,again for a massive, illegal vote onslaught with the DOJ and Lawfare winning again in the kangaroo courts. Nothing in election law has been done in four years in my state of Arizona. The Supr...

aja57

Same as it ever was....

aja57

https://www.zerohedge.com/commodities/goldman-says-short-ctapositioning-unwinds-behind-natgas-futs-spike

Looks like it begins…

aja57

Just in time for the Taylor Swift concert at the Superdome.

aja57

Interesting article on the state of palladium today in ZH.. https://www.zerohedge.com/precious-metals/palladium-soars-after-us-seeks-sanctions-russian-exports-goldman-warns-gamma I've taken a long term bath in SBSW. Seems like every month the company has either turmoil from it's workers, a nation re...

aja57

Doomberg seems to think it won't happen. Interesting post.

https://newsletter.doomberg.com/p/october-surprise?r=oc969&utm_campaign=post&utm_medium=web

aja57

NG also looks very oversold.

aja57

WTI looks oversold. Back to 78 soon...

aja57

Seems as if midstream companies have significant upside along with their dividend opportunities.

aja57

Thanks for posting, Chuck. That was excellent. Need to find more companies in the natural gas turbine business.

aja57

Looks like a shift in Investment funds thinking on oil
https://x.com/Barchart/status/1844553479483686978

aja57

Trump is now publicly demanding that CBS release the entire interview of Kamala Harris with Bill Whitaker. They won’t acquiesce but this is the way..

aja57

No activity at Kharg Island.
https://x.com/anasalhajji/status/1843077170647978300

aja57

"In another happy numerical coincidence, consider the reported price Microsoft will pay for nuclear electricity in terms of an equivalent amount of natural gas. It takes approximately 7.7 million BTUs of natural gas to produce a megawatt-hour of power. Thus, $100 a pop projects a ceiling natura...

aja57

Not only is government broken , the Biden administration is either tone deaf or just loves throwing sh*t in our face.

https://x.com/SecBlinken/status/1842324958208565544

aja57

Looks like Kharg Island could be on the table..
https://abcnews.go.com/amp/Politics/israel-us-election-poll-trump-harris-vote-preference/story?id=114474257

aja57

Curious to know the source of this post. Is it from the Onion or Babylon Bee ?

aja57

Distance from Tel Aviv to Kharg Island is 1600 miles. That's a chip shot for the IAF over Saudi Airspace. Won't happen until Rosh Hashonah has ended. Then the House of Saud will get their wish for $80/barrel.

aja57

And the head of the ILA told Biden to stay out of the fracas. The ILA backs Harris. Never let a crisis go to waste. Demand may suffer but not DOE demand to replenish the SPR at Mockingbird media prices.

aja57

These is a lot of bull crap going on in the government media... More from the Operation Mockingbird crew aka WSJ..

https://www.forexlive.com/news/opec-calls-out-the-wall-street-journal-20241002/

aja57

https://archive.ph/neCso

aja57

https://www.frontpagemag.com/california-dems-want-state-owned-oil-refineries/

aja57

"Sue thus increases her shareholding in Rubellite by 9.5% from 32.2% to 41.7%." Perhaps in the future , this info would be of value to those who are contemplating making an investment. If you have conveyed this info previously, well I've only received the info on RBT from Week 36 . Not the...

aja57

It's all about power and control of price. Supply/demand is so 20th century.. That's the reason the paper market is so massive. Paper market creates an artificial "price control". Response is decrease supply. The issues with oil parallel the issues with gold which has been price manipulate...

aja57

https://newsletter.doomberg.com/p/cash-cow?r=oc969&utm_campaign=post&utm_medium=web

aja57

Yes, big time Moke. The word I'm hearing is that Arizona is willing to spend billions on a desalination plant in the Baja Gulf and have the water piped 200 miles north in a deal with Mexico. Time will tell. Clearly if Ackman/HHH wants to build this city he/they will likely have to subsidize this pro...

aja57

I live in North Scottsdale . This build out in the West Valley of Phoenix will be massive. Area is the American (likely future worldwide ) home of Taiwan SemiConductor.

aja57

Study Claims Banks "Greenlaunder" Trillions of Dollars of Fossil Fuels Funding Tyler Durden's Photo by Tyler Durden Wednesday, Sep 11, 2024 - 03:55 PM By Tsvetana Paraskova of OilPrice.com Trillions of U.S. dollars are being “greenwashed” by banks extending loans and credit lines to subsid...

aja57

https://archive.ph/Nf7Pa

aja57

https://www.zerohedge.com/energy/ive-never-seen-anything-jeff-currie-claims-fears-oil-market-glut-are-completely-overplayed Oil market participants are “dramatically overestimating” a supply glut, as Chinese demand is not as doom-and-gloom as headline figures suggest and U.S. crude oil production is...

aja57

Today in oil was tonight's debate prologue.... https://www.zerohedge.com/markets/stocks-bullion-bounce-banks-battered-brent-busts-debate .. and with good reason: ahead of today's presidential debate where inflation and the price of various goods will be a key topic, it was imperative that oil be ham...

aja57

You got that right, Chuck...

aja57

Looks to me that there is a concerted effort to short Permian Basin stocks. Granted oil prices are dropping but the rate of decline of these particular companies (VTLE,FANG, REPX and PR) is quite telling. Looks like the DOE via the paper traders are gonna fill the SPR before November. Remember folks...

aja57

I got those $500 dollar electric bills the last three months but we've had over 110 consecutive days of 100 degrees in the Valley of the Sun.

aja57

https://x.com/SheDrills/status/1832158257881702854

aja57

This is what the mindcraft media want you to believe in front of their curtain. Reuters is just as bad. I'm oil enough to remember the impact of geopolitical issues of war causing major energy dislocations and price explosions. Now days the media demands that you look at blowing up ships at strategi...

aja57

Our allies are beholden to the federal government, aka USA Inc. Our allies are not beholden to the American electorate. A distinction with a huge difference.

aja57

This stock hasn't been this price since March 2021. Set up for a takeover?

aja57

This could get interesting. FAFO! Of all places ,Texas..

aja57

https://www.zerohedge.com/political/dc-court-cancels-three-approved-lng-projects-over-environmental-justice-0

aja57

: GWmykxpWsAAQwSb (1).jpg (111.06 KiB) Viewed 606 times

aja57

https://www.zerohedge.com/markets/how-reuters-manipulates-oil-market-two-headlines

aja57

This is quite excellent..

https://x.com/FarmGirlCarrie/status/1830841829987860546

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