Energy Prospectus

Cliff_N

Why? Silicon Valley crowd has faced the issue that Windmills and Solar Panels can't supply the electricity for data centers. Any just like that, the alarmists stopped. Dan, what you are saying is perfectly logical, but that would not have swayed the alarmists. Data centers have brought the folks to ...

Cliff_N

Dan, this popped up after the video, Ray Charles and Geraldine Jones (Flip Wilson), definitively worth a look.

https://youtu.be/H2iU-qmJC5M

Cliff

Cliff_N

Meanwhile, Bill Gates is upset that Elon Musk and DOGE exposed USAID, which has since been eliminated and essential aid programs placed under the State Department: Billionaire philanthropist Bill Gates ratcheted up his feud with Elon Musk, accusing the world’s richest man of “killing the world’s poo...

Cliff_N

Harry, given the market reaction, it seems they agree with your assessment of production or are spooked by the impairment charge.

Cliff_N

1. Predicted impact on WTI and Brent with Iran sanctions on oil? 2. Any news on the Trump administration refilling the Strategic Petroleum Reserve? Thanks Cliff PS: Reduced my investments in Oil and Gas on April 4th after the Saudis agreed to turn on the spigots. I believe Trump cut a deal to take o...

Cliff_N

For some reason, ROKRF is not showing as active today on Yahoo Finance. Is this Yahoo or something else going on? It was last active yesterday, 04.23.2025

Thanks

Cliff

Cliff_N

"Key members of the broader OPEC+ group have agreed to accelerate oil production starting in May even as OPEC sees slightly lower demand for crude and softer economic growth." https://www.cnbc.com/2025/04/14/opec-cuts-oil-demand-forecast-on-trump-trade-war.html Is this the payoff to Trump ...

Cliff_N

Chuck, Krugman is another one that has proposed some massive failures driven by his Keynesian views on "Make Government Bigger Again." He wanted Obama to spend more money to come out of the 2008 banking debacle, Obama already blew one trillion. From Forbes: "Krugman: “Well that takes ...

Cliff_N

Senator Warren is a fraud. An economic ignoramus as well. Three Stooges, AOC + Bernie Sanders and Warren and you have the lowest common denominator of representatives in the House and Senate. Contrast with Trump's Master's from the Wharton School of Business. Today's outcome shows Trump's strategy a...

Cliff_N

On Suicide, Mark Twain comes to mind: "Reports of My Death Are Greatly Exaggerated." Trump has now paused tariffs for the 75 countries that have responded for negotiations. China has not responded. China raised their tariff again. Trump countered with 125% tariff. China has been the target...

Cliff_N

Trump is an ex-Democrat who has turned the GOP into the JFK Democrat party. JFK was pro-labor but also cut capital gains taxes, very different from the economic ignoramuses in the Democrat Party today. There are many ex-Democrats in Trump's cabinet, RFK, Tulsi Gabbard and Elon are some of the most p...

Cliff_N

Dan, it appears that the EU is prepared to take one of your three options. If the EU goes to zero tariffs, "these wicked tariffs won't destroy their economy!" Tariffs seem to work everywhere but the USA. Nothing like encouraging Trump:

Cliff_N

Too bad, the data presented and references are extraordinary. Get the book. More on the reindeer games of VAT: https://yournews.com/2025/03/28/3333462/the-hidden-trade-war-how-vats-undermine-u-s-exports-while/ How VATs Put the U.S. at a Disadvantage A VAT is a consumption tax imposed on goods at eac...

Cliff_N

Bob Lighthizer who developed the replacement for the NAFTA agreement with Mexico and Canada discusses the growing trade imbalance: "The total GDP of the United States and Europe collectively comprises more than 40 percent of global GDP. Europe therefore serves as a major consumer within the glo...

Cliff_N

The 39% figure on tariffs quoted by Harry and used by Trump, includes some other reindeer games being played. For example, no tariff games, Japan during the 1980 would require extensive inspections of imported cars and motorcycles to protect domestic industry, which then raised the cost of imports t...

Cliff_N

https://x.com/FreyjaTarte/status/1908281098141892883 Very interesting. Countries that have been charging asymmetrical tariffs have had booming economies, but if we mirror their tariffs, we will bring on a recession. Curious. Hanson also does a good job of debunking the Smoot Hawley Tariff Act of 1930.

Cliff_N

Harry, Canada has a 200% tariff on milk imports from the US. It would be interesting to the data

Cliff_N

From Grok on X: The U.S. has historically maintained a low average tariff rate (around 2-3% on a trade-weighted basis), while many trading partners impose higher tariffs on U.S. exports. Below, I’ll outline key countries with significant tariff disparities on goods, focusing on examples where the U....

Cliff_N

First, Putin was stupid for invading Ukraine. Second, the expansion of NATO to the Russian border is inexcusable. Can you imagine the US reaction of China or Russia working their way through South America, Central America and finally Mexico (Ukraine) placing missiles along the way? Some us are old e...

Cliff_N

Chuck, thanks for the post. His case for copper is compelling. In addition he believes that Oil and Gas, materials will increase from 12% to over 30% of the S&P in the coming years.

Cliff_N

Total cost of owning an EV is a bit onerous. Batteries are supposed to last 100,000 miles. Cost to replace can range from 7k to 30K depending on the vehicle. A Tesla 3 will run 12,700 to replace the batteries.

Cliff_N

Dan, this is a huge miss by those "experts" in the oil markets: "decreased by 2.3 million barrels." If my read is correct, they were expecting a 2+M build.

Cliff_N

Simply Wall Street on SEI before market opened: Key Insights Using the 2 Stage Free Cash Flow to Equity, Solaris Energy Infrastructure fair value estimate is US$57.34 Current share price of US$29.34 suggests Solaris Energy Infrastructure is potentially 49% undervalued The US$39.00 analyst price targ...

Cliff_N

On Fox Business Varney, a snow resort in Vermont said the season could go to May!

Cliff_N

$1.25 would be $10.35 today, you could do much better at Whataburger or Buc-ee's! .25 cents would be $2.07. I graduated from high school in the Summer of 1970. Invited to take a physical for the draft. My counselor told me I had three choices, "University, trade school or Cambodia."

Cliff_N

Dan, you mentioned on the broadcast that oil was $12 dollars per barrel in 1970, in 2024 dollars, that would be $97.14. Oil today is a bargain compared to 1970. The FED's main mission is to stabilize the dollar, since 1913, we have wiped out 97% of the dollar. Ron Paul was correct on getting rid of ...

Cliff_N

Amazed that it is that low. Shows the power of the misleading media.

Cliff_N

Question: Dan, I understand barrels of oil, easy to count. I know how much has been released from the Strategic reserve. Easy to navigate. Natural case is a mystery, except comparison to the where we are relative to five year average. Is there a number on the current total capacity? If so, then we c...

Cliff_N

API spooked the market yesterday, the EIA number on crude oil was about 44% of the API number of 9.04 million. Strange since both use surveys and samples to estimate inventory to have that big of an error between the two: "The oil market is trading with marginal declines this morning as the API...

Cliff_N

KGEI has just hit a 52 week high. Top pick by Petroleum Economist (aka. Harry) for 2025. Took some good positions last week, very pleased. Also invested 2 years ago when it was trading at $4, when suggested by Dan.

Cliff

Cliff_N

Chuck, thanks for the post from Sankey. Unfortunately, Trump has learned the "hammer" and everything now looks like a nail. Agree with Dan and Sankey that increases in diesel would fuel inflation in the thru the supply chain.

Cliff_N

Many of the climate alarmists want less humans. This was the solution of Michael Moore in a recent film.

Cliff_N

Hopefully, Bank of America will stop discriminating against OIL and Gas sector after the public tongue lashing of their CEO by Trump. Maybe this was a first step to stop the program of misinformation about supplies.

Cliff_N

I am slow today, can anyone explain why Oil and Gas would get nailed over the DeepSeek news? I thought this would explain the connection. Didn't work for me. https://www.okenergytoday.com/2025/01/crude-oil-and-ok-energy-stocks-dropped-on-monday/ This has to be a typical stampede without any thinking...

Cliff_N

https://youtu.be/fmbZwxEnAFc

Landman | Tommy Explains Why Even Wind Turbines Depend on the Oil Industry (S1, E3) | Paramount+

Beware of very colorful language. Scene at the end with nature is worth the time.

Cliff_N

"After WWII, Truman had Secretary of State George Marshall developed a plan to rebuild Europe. After the Marshall Plan rebuilt most of Europe, we have gone downhill meddling in the business of other countries. We have enough problems, and more are being created by the day. Time to come home and...

Cliff_N

Dan, big difference between API yesterday for a draw of 4.9 million barrels and EIA at .9, makes one question the efficacy of sampling and estimating.

Cliff_N

https://www.suredividend.com/canadian-taxes-us-investors/ Good article and good news here: Owning Dividend Stocks in Retirement Accounts If you have the contribution room available, owning Canadian stocks in U.S. retirement accounts (like a 401(k)) is always your best decision. There are two reasons...

Cliff_N

Thanks to everyone for shedding some light on CRK.

Cliff

Cliff_N

Jerry Jones called it right investing 200 million in CRK at $8-$9 a share a few months ago. Now up over 84%. Trump will take the ban off Natural Gas exports and now the Green Unicorn Folks understand that Natural Gas is needed to close the gap for powering AI. The Silicon Valley folks are no longer ...

Cliff_N

Trump never led in an National Poll in 2016 or 2020. Kamala needs to take the national poll by 6% to move the needle in the swing states. Hillary got the popular vote, but lost all the states below. Trump underperformed in his polls during 2020 by an average of 6%. Biden was to take Wisconsin by 7%,...

Cliff_N

https://thehill.com/policy/energy-environment/4945872-arkansas-19-million-tons-lithium-battery-power/amp/ Researchers said in a recent article that Arkansas may have 19 million tons of lithium, which is used in rechargeable batteries for important products like phones and electric cars. The research...

Cliff_N

Dan, great post and true. However, corporations don't pay taxes. They collect taxes. I had a cousin who told me he didn't buy a house because he didn't want to pay property tax. I owned a rental property and asked him, "Do you think your landlord is an idiot?" He replied, "No, why wou...

Cliff_N

https://www.accuweather.com/en/winter-weather/winter-forecast-for-the-us-in-the-2024-25-season/1699821 3 key factors in the winter forecast One of the major elements considered by AccuWeather's long-range meteorologists when crafting the winter forecast was La Niña. This phenomenon occurs when water...

Cliff_N

Dan, I am not feeling the love! Another beat down today. Looks like the outlook in China put the dump on Energy. Other reasons?

Cliff_N

Dan, Crescent Energy call letters are CRGY. Did you mean Coterra Energy Inc. (CTRA)?

Cliff_N

https://www.visualcapitalist.com/rise-in-global-coal-consumption-by-region-1965-2023/

Cliff_N

Anas Alhajji
@anasalhajji

Worried about the decline in gasoline demand last week as reported by the EIA today?

1- gasoline demand declines after major holidays. Models use that fact in modelling gasoline demand
2- EIA has been revising gasoline demand up in its monthly reports

Posted on X

Cliff_N

I don't have the data, but I can see where low gas prices going into an election would benefit incumbents. The last economic calamity that I can recall in an election year was 2008, which got us Obama. I am amazed that the media has the R word back in their talking head segments. This will not help ...

Cliff_N

Chuck, your explanation is about the only thing I have heard that makes sense. Definitely the election season.

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