Search found 417 matches

by aja57
Thu Jun 13, 2024 9:20 am
Forum: Other topics of interest
Topic: It’s the end of the world as we know it..
Replies: 1
Views: 27

It’s the end of the world as we know it..

https://www.thegatewaypundit.com/2024/06/us-saudi-arabia-petro-dollar-pact-ends-joe/
by aja57
Thu Jun 13, 2024 9:17 am
Forum: The View from Houston
Topic: More garbage from the IEA
Replies: 1
Views: 40

More garbage from the IEA

https://www.zerohedge.com/energy/iea-sees-massive-oil-supply-glut-end-decade
by aja57
Wed Jun 12, 2024 10:45 am
Forum: The View from Houston
Topic: EIA - Weekly Petroleum Report - June 12
Replies: 1
Views: 56

Re: EIA - Weekly Petroleum Report - June 12

From Nuttall..
https://x.com/ericnuttall/status/1800914095228797018
by aja57
Tue Jun 11, 2024 2:35 pm
Forum: Picks and tips from the EP community
Topic: Ring Energy - a little treasure, hidden behind a cloud of debt
Replies: 3
Views: 160

Re: Ring Energy - a little treasure, hidden behind a cloud of debt

Thanks for posting PE. This one will get eaten by a bigger shark E&P.
by aja57
Tue Jun 11, 2024 2:24 pm
Forum: Other topics of interest
Topic: Doomberg on Drill Baby Drill etc
Replies: 2
Views: 96

Re: Doomberg on Drill Baby Drill etc

Thanks for posting , Chuck. Doomberg's always very educating and logical.
by aja57
Mon Jun 10, 2024 10:10 pm
Forum: The View from Houston
Topic: Upstream Oil & Gas Companies building their own power plants
Replies: 2
Views: 81

Re: Upstream Oil & Gas Companies building their own power plants

Here’s the news wire on the post by Chuck. This is quite fascinating technology. To be able to bypass a refinery is a game changer with all the wasted flared nat gas and biomass lying around. Maybe a webinar, Dan?

https://www.businesswire.com/news/home/20240604385515/en/
by aja57
Sat Jun 08, 2024 10:58 pm
Forum: Other topics of interest
Topic: Copper Demand
Replies: 2
Views: 97

Re: Copper Demand

In April, David Einhorn's Greenlight Capital said it had made a "medium-sized macro position to benefit from higher copper prices." "Our thesis now is that copper supply is about to fall short of demand, forcing prices substantially higher," Greenlight said in a letter to clients...
by aja57
Sat Jun 08, 2024 7:17 pm
Forum: Other topics of interest
Topic: This Is The Cheapest Hedge For Pre-Election Geopolitical Risk
Replies: 0
Views: 41

This Is The Cheapest Hedge For Pre-Election Geopolitical Risk

"As Hartnett writes, after the recent quick 15% puke, "oil is today’s best upside hedge for pre-US election geopolitical risk" and here's why: Ain't no Goldilocks in Geopolitics as global players not too focused on de-escalation; zero risk premium in crude right now, oil trading 1sd c...
by aja57
Sat Jun 08, 2024 11:03 am
Forum: Other topics of interest
Topic: When waste becomes West Virginia gold..
Replies: 2
Views: 169

Re: When waste becomes West Virginia gold..

The Left is going to have a melt down..
https://www.yahoo.com/news/major-lithium-discovery-fracking-wastewater-080028818.html
by aja57
Thu Jun 06, 2024 10:11 pm
Forum: The View from Houston
Topic: Oil Price Forecast - June 6
Replies: 2
Views: 129

Re: Oil Price Forecast - June 6

We can only hope Wall Street talks up those Horseshoe wells like they talk up NVIDIA chips. Would be nice to see E&Ps trading at 68x trailing earnings and 44x forward earnings. Can you imagine if Diamondback or even Exxon made up 47% of the SP 500 gains to date ? Oh we can dream…