Energy Prospectus

dan_s

US Commercial Crude Oil Inventories Remain Low. Cushing is Almost Empty.

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I have finished my review of the Black Stone Minerals LP (BSM) profile update. It will be emailed to all members this afternoon. BSM is the only Master Limited Partnership in our High Yield Income Portfolio. It is one of three minerals companies in our High Yield Income Portfolio. It has the highest...

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Summary of Weekly Petroleum Data for the week ending December 12, 2025 U.S. crude oil refinery inputs averaged 17.0 million barrels per day during the week ending December 12, 2025, which was 129 thousand barrels per day more than the previous week’s average. Refineries operated at 94.8% of their op...

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At the time of this post REPX was trading at $26.94. TipRanks Premium shows that three analysts cover REPX. All three rate it a BUY with price targets that range from $36 to $58. < My current valuation is $44. I am expecting Riley to report an increase in production of more than 1,000 Boepd from Q3 ...

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On December 16: Riley Exploration Permian, Inc. (NYSE American: REPX) ("Riley Permian") announced that the Board of Directors has authorized the initiation of a share repurchase program of up to $100 million of the currently outstanding shares of the Company's common stock over a period of...

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War in Ukraine is far from over: Ukrainian forces struck the Slavyansky Oil Refinery in Southern Russia and a fuel depot in the Rostov region overnight, continuing their campaign to dismantle the energy infrastructure financing Moscow’s war effort. Kyiv confirmed it has effectively opened a new, dis...

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"The impact on oil price differentials is expected to be higher than the impact on the overall price level. Canada will benefit the most from the loss of Venezuelan oil." - Anas Alhajji Daily Energy Report 12-17-2025 at 8:02 AM CT Higher oil prices for Canadian heavy oil benefit Hemispher...

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Trading Economics: WTI Oil WTI crude oil futures rose more than 2% to above $56 per barrel on Wednesday, recovering from near a 5-year low in the previous session after President Trump ordered a “total and complete” blockade of sanctioned oil tankers linked to Venezuela. > The move follows last week...

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Northern Oil and Gas, Inc. (NYSE: NOG) (the “Company” or “NOG”) today provided an update on the Company’s hedge profile after its recently announced Ohio Utica joint acquisition. HEDGING UPDATE The Company continues to execute its policy of protecting its capital program by periodically entering int...

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I spent two hours this afternoon looking at InPlay Oil. My updated profile and forecast model have been posted to the EPG website. You can download them directly from the EPG home page. Monthly dividends of $0.09 ($1.08/year) are secure. Buy it for dividend yield of 8.9% while you wait for oil price...

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Copper prices are now expected to surpass all-time highs within a few months. The speaker at our January 13th luncheon in Houston is going to be Teodora Dechev, the CEO of Mundoro Capital and an expert on the global copper market. Copper Prices Surge Toward $12,000 on AI Demand and Supply Chaos By M...

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US natural gas futures fell more than 3% to $3.87 per MMBtu at the time of this post, extending losses for a third consecutive session and marking the lowest level since late October. < Weather forecasts across the US point to above-average temperatures for much of the country ahead of Christmas, wh...

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At the link below Jim Puplava interviews Craig Johnson, Chief Technical Analyst at Piper Sandler, about the market’s future. With the S&P 500 nearing Johnson’s “bullseye” target and investors hungry for more double-digit returns, Johnson offers a sobering forecast: expect just a modest 5–6% gain...

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SU was trading at $58.81 when this was posted. TipRanks Premium: In a report released on December 15th, Gregory Pardy from RBC Capital (Rated 5-Stars by TipRanks) maintained a Buy rating on Suncor Energy, with a price target of C$67.00. Note from HFI Research this morning: During the third quarter, ...

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ROK Resources (ROK.V and ROKRF) expects its "Go Private" transaction to close on or before January 16, 2026. Read: https://finance.yahoo.com/news/rok-resources-shareholders-vote-favour-123000986.html The Buyer is Blue Alaska Oil Trading LLC Blue Alaska is a dynamic and strategically positi...

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I was on a 45 minute webinar with the Susan Riddell Rose, CEO and Ryan Shay, CFO today that started at noon. RBY.TO was trading at $2.35Cdn when this was posted. It is up 10.5% YTD, but still trades at a deep discount to fair value. My updated valuation is $5.35Cdn, which translates to $3.80US for R...

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I am short-term bearish and long-term bullish on oil prices because my answer to the question above is "not much longer"? Note below from Keith Kohl on 12/15/2025 with my comments in blue . Dr. Trumplove Or: How I learned to Stop Worrying and Love Oil How many times is this going to happen...

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Today: TipRanks consensus forecast for 2026 is that Crescent Energy will generate $4,750 million of revenues (not including asset sale proceeds which could be close to another $1 billion), net income of $1.42/share and operating cash flow of $7.22/share. < Very close to my forecast of $2.4 billion ...

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Crescent Energy Company (NYSE: CRGY) ("Crescent" or the "Company") today announced the closing of its previously announced acquisition of Vital Energy, Inc. (NYSE: VTLE) ("Vital Energy"), creating a leading, returns-driven independent E&P company. The all-stock tran...

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Read this to understand why money should be rotating into strong oil & gas companies:
https://blog.gorozen.com/blog/the-end-of-the-carry-regime?utm_campaign=Weekly%20Blog%20Notification&utm_medium=email&_hsmi=394233977&utm_content=394233977&utm_source=hs_email

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Watch this weather forecast (recorded on 12/14)> https://www.youtube.com/watch?v=pwiANEwpPDc By this Wednesday (Dec 17) natural gas in U.S. storage facilities should move below the 5-year average, but a 4 to 5 day warming trend will allow storage to rebuild by Christmas, but just slightly above the ...

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The International Energy Agency (IEA) has finally begun to recognize that global oil demand is unlikely to plateau in the near future. In a recent report from OPEC , the cartel forecasts that demand for oil-based fuels and other products will keep rising through at least 2050. As human populations g...

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This coming week I will focus my attention on our Small-Cap Growth Portfolio. The best preforming stocks in Harry's (i.e. The Petroleum Economist) database of 84 publicly traded companies energy companies are Spartan Delta (SDE.TO) that is up 126.1% YTD and Journey Energy (JOY.TO) that is up 98.4% Y...

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Read this carefully if you own PAA or PAGP. On June 17, 2025, Plains All American Pipeline, L.P. and Plains GP Holdings announced that it had executed definitive agreements with Keyera Corp. (TSX: KEY) pursuant to which Plains would sell substantially all of its NGL business to Keyera for a total ca...

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During the week ending December 12th the Sweet 16 lost 5.72% and is now down 6.17% YTD, not counting dividends or the gain on Veren we harvested earlier this year. The S&P Index lost 0.73% during the week and is now up 16.08% YTD. Devon Energy (DVN) is the only Sweet 16 stock to move a few cents...

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I just check TipRanks Premium. The last 8 energy sector analysts that have submitted new price targets to TipRanks since 12-8-2025 have all raised their price targets: > $41 to $47 by Mizuho Securities > $40 to $46 by UBS > $40 to $46 by Barclays > $39 to $49 by Wells Fargo < Sam Margolin is rated 5...

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This video will tell you why all five of the upstream companies in our High Yield Income Portfolio are based in Canada.

https://www.youtube.com/watch?v=HP5Ek68kd7I

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https://www.youtube.com/watch?v=urOJufjJuvI

Rick Rule: "I am Buying the Most Hated Commodities Now" < At about the five minute mark he says that copper and oil prices are likely to be much higher within a year.

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One of our members that is one of the "Wall Street Gang" sent me these notes. Strategic Rotation Toward Hard Assets Looks Increasingly Rational "Across multiple fronts, a consistent picture is emerging: global institutions are moving away from U.S. financial instruments and increasing...

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Antero's total production will increase by approximately 0.7 Bcfe per day. They told me that the production increase will be 75% liquids, primarily NGLs. Post-closing production mix should be approximately 54% natural gas, 44.5% NGLs and just 1.5% crude oil. Antero's 2025 capex program was approxima...

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See one year chart here: https://tradingeconomics.com/commodity/silver JP Morgan’s Historic Silver Accumulation Silver hit a rare 84-year milestone this week as one ounce now buys one barrel of oil—something not seen since 1980—and it arrives at the same time JP Morgan appears to be making one of th...

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FWIW, which is not much, here are the Highlights of the IEA's monthly "Oil Market Report". Global oil demand is set to rise by 830 kb/d in 2025 amid an improving macroeconomic and trade outlook. These brighter prospects extend to our 2026 forecast, which we have upgraded by 90 kb/d, to 860...

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At the time of this post HME.V was trading at $2.03Cdn and HMENF was trading at $1.49US. My current valuation of HME.V is $2.70Cdn, which translates to $1.92US for HMENF. I have finished reviewing Nataly's updated profile on Hemisphere. She did her usual great job, so I didn't need to add much beyon...

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> It is expected that China will add over 90 GW of coal power in 2025, a new coal plant every four days. > 2/3 of all energy in China is coal sourced, meaning 2/3 of their world leading electric vehicles are powered by coal. > China’s power market is more than 2X larger than the next largest country...

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In December and January the weather forecasts for the eastern half of the U.S. are the primary driver of where the front month NYMEX contract (the price you see in the news) trades each day. On a percentage basis, NYMEX contracts for HH natural gas are much more volatile than oil prices. Note from H...

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By Phil Flynn On December 11, 2025 - 11:02 AM · In Market Commentaries, Phil Flynn Energy Report Oil prices surged yesterday after President Trump announced that the U.S. had seized an oil tanker off the coast of Venezuela, stating it was for a very good reason. While the specific reason has not yet...

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IEA will keep tightening up their forecast of how much surplus supply there is. Here is why. Dec 11 (Interfax) - OPEC+ countries boosted oil production by 85,000 barrels per day month-on-month to 37.625 million bpd in November, though lagged the plan by 505,000 bpd, according to OPEC data . OPEC cou...

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Working gas in storage was 3,746 Bcf as of Friday, December 5, 2025, according to EIA estimates. This represents a net decrease of 177 Bcf from the previous week. < 89 Bcf larger draw than the 5-year average . Stocks were 28 Bcf less than last year at this time and 103 Bcf above the five-year averag...

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https://www.opec.org/monthly-oil-market-report.html Global oil demand will rise by about 1.4 million barrels per day (bpd) next year, supported by solid economic growth, OPEC said in its monthly report on Thursday, keeping its demand forecasts unchanged from last month. Unlike IEA, investment banks...

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The International Energy Agency on Thursday said global oil supply fell by 610 kb/d in November, extending the decline from September’s record of 109 mb/d to 1.5 mb/d. OPEC+ accounted for over three-quarters of the total decrease, led by sanctions-hit Russia and Venezuela. Russian oil exports declin...

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Watch this forecast: https://www.youtube.com/watch?v=2CpMxTMvFzk Well freeze offs in the Williston Basin (North Dakota) for sure and possible in Appalachia. See temperatures forecast for Pittsburg, which is right in the middle of the Marcellus Shale play. https://www.wunderground.com/forecast/us/pa/...

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On December 10th I spent two more hours going over my forecast/valuation model for NOG and I have lowered my current valuation from $45 to $42 just because of the additional debt that NOG will be taking on to close the Utica Shale Acquisitions from Antero Resources (AR) and Antero Midstream (AM). Th...

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This is why WTI oil should be heading back to $60/bbl: The Federal Reserve lowered its benchmark interest rate by a quarter percentage point Wednesday, in an effort to support a weakening job market. But stubborn inflation and delayed economic data complicated the decision, leading to more-than-usua...

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Summary of Weekly Petroleum Data for the week ending December 5, 2025 U.S. crude oil refinery inputs averaged 16.9 million barrels per day during the week ending December 5, 2025, which was 17 thousand barrels per day less than the previous week’s average. Refineries operated at 94.5% of their opera...

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At the time of this post AR was trading for $37.23 I have updated my forecast/valuation model for the two large transactions which AR announced on December 8. My current valuation increases by $5 to $47 per share. TipRanks: Five highly respected energy sector analysts have updated their price target...

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After the markets closed on Tuesday, API data showed a 4.8-million-barrel decline in US crude inventories last week, while gasoline and distillate stockpiles rose.

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Exxon has discovered a new proppant that will make horizontal shale wells much more profitable.

Watch this short video: https://youtu.be/t8Y7VLcqln0?si=5mD1m89yCuCVzqAR

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BlazeMedia: 5 truths the climate cult can’t bury any more by Dan Doyle December 05, 2025 The cult's ‘green future’ runs on diesel, coal, and lies — and every blackout, bailout, and broken promise exposes the con. “Peak oil” isn’t real. “Energy transition” isn’t happening. And the people claiming ot...

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Trading Economics Copper futures in the US slipped to around $5.30 per pound, retreating from four-month highs as investors weighed demand uncertainties from top consumer China. The nation's top leaders signaled that boosting domestic demand will be a priority in 2026, while taking a measured approa...

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