Energy Prospectus

dan_s

Trading Economics: Copper futures climbed toward $6.00US per pound on Monday, marking a second consecutive session of gains as the metal moved closer to record highs amid tightening supply concerns. Traders remain wary of potential US tariffs on refined metals, which could redirect shipments to the ...

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Silver Storm is hosting a luncheon in Dallas on Wednesday, January 14th and EPG members are invited to attend. Ocean Prime 2101 Cedar Springs Rd. Dallas, TX 75201 Register at RSVP: LIZ OLSON (Reservations Appreciated) 310-454-4299 or LizOlsonRoadshows@gmail.com < Just tell Liz that you are an EPG me...

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This was recorded on January 5th: https://www.youtube.com/watch?v=mG6-o6Ug1wY Today, the weather forecast has turned more bullish for space heating demand in 2H January. Exxon's Golden Pass LNG export facility comes online early in March, which will increase U.S. export capacity by another 2.2 Bcfpd...

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Why the risk is too high for even the Majors to invest in Venezuela: https://www.youtube.com/watch?v=6yZeSl5sogI

Peak of non-OPEC oil production expected to occur in 2026 AND OPEC+ only has 1.5 million bpd of spare capacity.

dan_s

"We are quite optimistic on energy prices in 2026, and more so than the consensus. First, we see inventories on land being drawn down starting in Q2/26. Second, we see OPEC having little spare production capacity (as seen from the November OPEC Monthly) and third, we don’t see Russia being abl...

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Greg McKenzie joined me on a webinar this morning. Here are my notes: > Silver Storm trades on the OTCQX as SVRSF. > Why I think it is a good investment: 1. Silver prices are going higher because supply cannot keep up with demand. For five years demand has exceed supply growth. 2. The Company's La P...

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TORONTO, November 04, 2025 --(BUSINESS WIRE)--Silver Storm Mining Ltd. ("Silver Storm" or the "Company") (TSX.V: SVRS | OTCQB: SVRSF | FSE: SVR), is pleased to announce that the Company has fully drawn US$7.0 million under the previously announced Prepaid Offtake Financing Facili...

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The price of silver is up more than 185% year over year. Today's webinar will introduce you to Silver Storm Mining Ltd. (SVRS and SVRSF). < To attend the live event, which starts at 10:00AM CT, send an email to Sabrina at energyprospectus@gmail.com. Trading Economics: Silver rose about 5% to around...

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LNG exports from the U.S. will soon go over 20 Bcf per day.

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2025 was a landmark year in LNG trade and 2026 will continue to break records. Anas Alhajji Jan 12 ---------------------------- 2025 marked a pivotal year for global LNG trade, characterized by sustained robust demand in Europe as the region accelerated its shift away from Russian pipeline gas, alon...

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From Jesse Felder: Bloomberg reports, "Geopolitical factors are helping push institutional investors close to their most bearish view on oil over the past 10 years as the global market stares down a glut, a survey by Goldman Sachs Group Inc. finds." Those geopolitical factors may, however,...

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In my late January newsletter, I will be adding FLEX LNG Ltd. (FLNG) and Freehold Royalties Ltd. (FRU.TO) to our High Yield Income Portfolio. Their current dividend yields are 11.62% and 7.19%. Kimbell Royalty Partners (KMP) has the highest dividend yield of 13.52%. With so much uncertainty about wh...

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I have added Tourmaline Oil (TOU.T O) to the Sweet 16. It replaces Civitas Resources (CIVI) that will soon be merging into SM Energy (SM). Thanks to all the political noise, including Venezuela and Iran, the uncertainty of where oil prices will settle has increased. Regime change in Iran could have ...

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I agree that it will take time for this to play out. A near-term price target of $13.00 (TipRanks' consensus) is reasonable. The Wall Street Gang is waiting for the December 31, 2025 reserve report reviewed and approved by Ryder Scott Company, L.P. (a highly respected petroleum engineering firm), au...

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What Trump should do is force all of Venezuela's exports, which are not going to increase anytime soon, to be sold to U.S. based refiners at a fair price (~$10/bbl below WTI). The money should be used to buy food and basic supplies that will be distributed to the people of Venezuela. The U.S. should...

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Comments below are from Goehring & Rozencwajg dated 1-8-2026 Venezuela's Crude Reality Much has been written about the Trump administration’s actions in Venezuela and the supposed implications for the global oil market, though at this early stage it is already apparent that the subject is being ...

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TipRanks on 1-9-2026: Based on 2 Best Performing Wall Street analysts offering 12 month price targets for Crescent Energy Company Class A in the last 3 months. The average price target is $13.50 with a high forecast of $14.00 and a low forecast of $13.00. The average price target represents a 66.26...

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Copper is the most important "Energy Metal". Rio Tinto and Glencore are discussing an all-share merger that would create the world's largest mining group, valued at around £190bn. The primary motivation for the potential tie-up is the acceleration of the energy transition, which has led to...

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MY TAKE: The Supreme Leader will be killed or exiled soon. This is what happens where Wackos run a country. Bloomberg 1-9-2027 On Thursday night, 35-year-old Sara took to the streets of Tehran for the first time in three years to protest against the Islamic Republic. In late 2022, she’d been part o...

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These notes are from one of our members that has contacts in Iran: Mullahs have cut cell phone service so people can’t hear comments from son of ex-Shah telling them to revolt now and kick out kamaini. Israeli operatives are walking around in protest crowds and handing out SpaceX/Starlink phones so ...

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From January 3 to January 31 approximately 600 Bcf will be drawn from U.S. storage. During the same period in January 2025 close to 1,000 Bcf was drawn from storage. However, the weather pattern is setting up for a significant "Arctic Blast" to impact the eastern U.S. near the end of next ...

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At the time of this post WTI oil (FEB26) was up $0.63 to $58.39/bbl Trading Economics: WTI crude oil futures rose to around $58.3 per barrel on Friday, building on a more than 3% gain in the previous session, the largest since last October, as markets continued to weigh geopolitical risks. > Preside...

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Iran is currently exporting about 2.2 million barrels per day (bpd). Outside of Iran, there is only 1.73 million bpd of spare capacity remaining, per IEA estimate. What happens in Iran is much more important than what happens in Venezuela. "All-in, Iran produces ~5 million boe/d total liquids, ...

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Notes below are from Josh Young at Bison Insights. "Earlier this week, President Trump signaled that he wants oil prices to fall to $50 per barrel following U.S. intervention in Venezuela and the redirection of Venezuelan crude toward U.S. refineries. At a surface level, this appears bearish fo...

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"Either some of the world’s biggest oil producers are more resilient to unfavorable price movements despite their overwhelming dependence on oil revenues, or the perception of a glut is exaggerated, and demand is healthier than most reports suggest." - Irina Slav, an oil expert that writes...

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The WTI oil futures contacts for FEB 26 and MAR26 are both up about 4% on heavy volume today. I have no idea if this has anything to do with the protests in Iran.

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https://www.msn.com/en-us/news/world/iranian-protests-and-strikes-escalate-as-state-struggles-to-contain-them/ar-AA1TPmbU The Iranian government is struggling to contain protests that began late last month with merchants in Tehran that have now exploded into mass demonstrations and extended strikes ...

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Winter returns next week:
https://www.msn.com/en-us/weather/topstories/winter-returns-late-next-week-with-the-potential-for-snow/vi-AA1TPneX

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Working gas in storage was 3,256 Bcf as of Friday, January 2, 2026, according to EIA estimates. This represents a net decrease of 119 Bcf from the previous week. < 23 BCF larger than the 5-year average . Stocks were 123 Bcf less than last year at this time and 31 Bcf above the five-year average of 3...

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TipRanks this morning: Based on 14 Best Performing Wall Street analysts offering 12 month price targets for EQT in the last 3 months. The average price target is $64.50 with a high forecast of $76.00 and a low forecast of $56.00. The average price target represents a 19.42% change from the last pric...

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WTI Oil (Feb26 NYMEX contract) was up $1.05 to $57.04 at the time of this post. Trading Economics: WTI crude oil futures rose over 1.5% to above $56.9 per barrel on Thursday, rebounding from a two day slide as markets reassessed near term supply risks against firmer US physical balances. > The move ...

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Power Metallic Exploration Update and Big Picture event on January 8, 2026, at 10:00 AM EST. It’s a video (like YouTube) on 6IX website. If you go to this link it will allow you to register. https://6ix.com/event/exploration-update-and-big-picture There should also be a replay link afterwards from l...

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ENERGY from Josef Schachter The US set new records for LNG exports in 2025 as new export capacity was added. This should be exceeded in 2026 as new plants come on steam. Europe was the largest buyer. The US now ships about a quarter of global LNG exports. The US is the largest exporter by far. A new...

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Below is from the Josef Schachter on 1-7-2026 "We are quite optimistic on energy prices in 2026, and more so than the consensus. First, we see inventories on land being drawn down starting in Q2/26. Second, we see OPEC having little spare production capacity (as seen from the November OPEC Mont...

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Watch this short video: https://blog.gorozen.com/blog/2025-3q-commentary-video?utm_campaign=30408503-2025%203Q%20Commentary&utm_medium=email&_hsmi=397329472&utm_content=397329472&utm_source=hs_email As I posted in my last newsletter: I am short-term bearish and long-term bullish on o...

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The Company believes that its cash and cash equivalents of approximately $30,303,466 as of September 30, 2025 is adequate to cover current expenditures for the coming year. In June 2025, the Company completed its Brokered LIFE Financing raising gross proceeds of $12 million. In July 2025, the Compan...

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PRESIDENT TRUMP ANNNOUNCES A HISTORIC US-VENEZUELA ENERGY DEAL Anas Alhajji Jan 7 PRESIDENT TRUMP ANNNOUNCES A HISTORIC US-VENEZUELA ENERGY DEAL TO SAFEGUARD AMERICA Nearly everything unfolding now was foreshadowed in our prior reports and discussions. Three key predictions stand out: 1. We highligh...

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I've been working in the oil & gas industry for over 45 years and I've seen some wild swings in oil & gas prices. The natural gas price used to stay around 1/6th the price of crude oil. In the last few years, the U.S. natural gas price has totally disconnected from the oil price. Oil prices ...

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Secretary of War Pete Hegseth says "The United States continues to enforce the blockade against all dark fleet vessels illegally transporting Venezuelan oil to finance illicit activity, stealing from the Venezuelan people. Only legitimate and lawful energy commerce—as determined by the U.S.—wil...

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Two Projects The La Parrilla Silver Complex is expected to be producing and selling silver in Q2 2026. It is located in Durango State, Mexico, approximately 76 kilometres southeast of Durango's capital and comprises 40 contiguous mining concessions in good standing, covering 38,128 hectares. The pro...

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Investing in small-cap oil & gas companies and mining companies is really an investment in the management team and their asset base. This is especially true in the "Pre-Revenue" stage, which is where Silver Storm Mining is today. I am very impressed by Greg McKenzie's experience in the...

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The price of silver is up 156% year-over-year and 33% in just the last month. This is why I urge all of you to attend our January 12 webinar, which is being hosted by Silver Storm Mining Ltd. The Company's CEO, Greg McKenzie will be updating us the Company's significant near-term upside. One of EPG'...

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Summary of Weekly Petroleum Data for the week ending January 2, 2026 U.S. crude oil refinery inputs averaged 16.9 million barrels per day during the week ending January 2, 2026, which was 62 thousand barrels per day more than the previous week’s average. Refineries operated at 94.7% of their operabl...

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CNBC's Brian Sullivan says President Trump will "dial back" sanctions on Venezuela; says oil sales from Venezuela to U.S. will continue indefinitely instead of selling the oil to China; says U.S. will acquire more than 50 mln barrels of oil, the 50 mln barrels of oil was only the first tra...

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Snow Lake Energy (Nasdaq: LITM) is the company being recommended by Zacks. I have no opinion on it. Read this: https://edgeonthestreet.com/litm-snow-lake-seizes-control-of-u-s-uranium-fuel-cycle-to-help-solve-americas-nuclear-energy-crisis/?utm_campaign=LITM_i2i&utm_source=22301&utm_medium=e...

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Note from Zacks Investment Research that I received this morning. This is why SEI is up 80% year over year. My comments are in blue. ------------------------------- The AI boom is stretching America's power system to its limit - and faster than expected. Data centers are scaling at record speed. AI...

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This morning: Barclays analyst Betty Jiang maintained a Buy rating on Diamondback today and set a price target of $178.00 TipRanks 1-7-2026: "Based on 16 Best Performing Wall Street analysts offering 12 month price targets for Diamondback in the last 3 months. The average price target is $180.5...

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LibertyStream Infrastructure Partners Inc. (LIB.V)

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Note below (on Bloomberg) was sent to me by one of our members based in New York that manages a lot of money. The oil price cycle is simple: "Low oil prices increase demand (slightly) and end up reducing supply. Once the supply can no longer keep up with demand, oil prices will increase." ...

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https://www.visualcapitalist.com/who-has-oil-reserves-and-who-can-produce-oil/ Keep in mind that (a) the U.S. and Canada do not have national oil companies and (b) the private companies that do own the oil reserves in the U.S. and Canada are using very conservative methods to report them. In the U.S...

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