Energy Prospectus

dan_s

Working gas in storage was 1,886 Bcf as of Friday, February 27, 2026, according to EIA estimates. This represents a net decrease of 132 Bcf from the previous week. < 38 Bcf higher than the 5-year average for the last week of February . Stocks were 115 Bcf higher than last year at this time and 43 Bc...

dan_s

I am starting to see some of the Wall Street Gang increasing their price targets, which means that they are increasing their oil prices for 2026. In a report released on March 4, Josh Silverstein from UBS (Rated 5-Star by TipRanks) maintained a Buy rating on Ovintiv, raising the firm's price target ...

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At the time of this post TOU.TO was trading at $62.30Cdn. $45.62US for TRMLF. I have updated my valuation for the Company's solid Q4 2025 results and fresh guidance for 2026. My 2026 forecast is based on WTI oil averaging $65.50US/bbl and HH natural gas averaging $3.56/mcf. < After closing the Peace...

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Surge Energy is one of my Top Picks in our High Yield Income Portfolio for those of you who are looking for more exposure to rising oil prices. At the current share price the dividend yield is 6.24% and the company has a lot of high-quality "Running Room" in Western Canada. Notes below ar...

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Natural gas prices below are in $Cdn/mcf. They are getting much higher realized natural gas prices than our other Canadian companies. The realized average natural gas price for the three months ended December 31, 2025 increased by 8% to $3.77/mcf from $3.48/mcf for the same period of the prior year....

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dan_s

HIGHLIGHTS Record Q4 2025 average production of 659,204 boepd and January 2026 average production of over 685,000 boepd. < Below my forecast . 829 million boe proved plus probable ("2P") reserve addition in 2025, including a corporate record single year organic 2P reserve addition of 457 m...

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Oil prices going up and the Wall Street Gang is finally realizing that CRGY is grossly undervalued. This is a BIG COMPANY, in the Top Ten largest upstream oil & gas companies in the U.S. It deserves more coverage.

dan_s

US natural gas futures rose toward $3 per MMBtu on Thursday, following a sharp drop in the previous session, as investors closely watch developments in the US-Israel war with Iran. > Prices had fallen 4.5% on Wednesday on reports that Iran signaled openness to discuss ending the conflict, though Teh...

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At the time of this post WTI was over $78US/bbl. Trading Economic before the markets opened: WTI crude oil futures jumped more than 3% toward $78 per barrel on Thursday, nearing their highest level since January 2025, as the Middle East conflict disrupts global oil supplies. > China’s government has...

dan_s

I am glad to see this "Go Private Transaction" fall apart. I do own a lot of ROK's common stock. ROK's Q3 2025 production was 3,414 Boepd (56.5% crude oil, 33.5% natural gas and 10% NGLs). Current production is 3,100 Boepd with near-term upside of 250 Boepd. If ROK can average just 3,200 ...

dan_s

31,456,101 million shares traded, which is 5X normal trading volume.

dan_s

KGEI is up 18.5% this week on heavy volume thanks to the oil price spike. Its revenues are heavily weighted to oil.

It closed today at $4.60US.

My current valuation is $7.75US and First Call's price target is $8.00US.

dan_s

Notes below are from Josef Schachter 3-4-2026 The US/Israel - Iran war is a war of attrition. The US & Israel are firing missiles and drones to destroy military & leadership targets in Iran (military forces, munition locations, command & control facilities, weapons depots and the leaders...

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A portion of the proceeds to be used to purchase a capped call to offset any share dilution up to a 100% premium to the current share price HOUSTON, March 04, 2026--(BUSINESS WIRE)--Crescent Energy Company (NYSE: CRGY) ("Crescent" or the "Company") announced today that it has pr...

dan_s

WTI crude oil futures pulled back below $75 per barrel on Wednesday after a three-day rally of nearly 14% that had pushed prices to a more than one-year high, driven by concerns over the Middle East conflict disrupting global energy flows. > Gains eased following reports that Iranian intelligence of...

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From Brian Hicks at "Energy & Capital" > When I think about what really matters in investing — what ultimately delivers enduring, wealth-creating returns — I always come back to one simple truth: Real wealth is physical. Not ideas alone. Not zeroes and ones on a screen. Not vapor-ware ...

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Bloomberg: Iraq has halted oil exports from its semi-autonomous Kurdistan region to the port of Ceyhan in Turkey, according to people with direct knowledge of the situation. About 200,000 barrels a day of oil shipments have been shut in after producers reduced output as a precautionary measure amid ...

dan_s

From Trading Economic this afternoon: WTI crude oil futures eased toward $73.8 per barrel on Tuesday, paring massive gains as President Trump’s pledge to provide naval escorts for tankers in the Strait of Hormuz calmed immediate supply panic. While prices surged over 8% earlier in the session follow...

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https://oilprice.com/Energy/Crude-Oil/DevonCoterra-Deal-Signals-Investors-Still-Rule-the-Shale-Patch.html The all-stock merger creates one of the largest U.S. shale producers, with over 1.6 million boepd of output and a dominant position in the Delaware Basin. The combined company expects $1 billion...

dan_s

Oil prices continued to rise on Tuesday, with WTI crude futures trading near $76 a barrel, the highest level since January 2025, extending an over 6% gain from the previous session. > The escalating conflict with Iran is disrupting fuel shipments and raising concerns about further supply disruptions...

dan_s

Brian S. Wesbury, Chief Economist Robert Stein, Deputy Chief Economist Date: 3/2/2026 As we all know, the US and Israeli militaries attacked Iran. The old Ayatollah and his successor are dead, along with much of the rest of Iran’s political and military leadership. How should investors respond? Firs...

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OPEC+ to Resume Oil Output Increases as Iran Conflict Rages reports Bloomberg OPEC+ agreed to resume oil production increases at a slightly accelerated pace as a conflict sparked by US-Israeli strikes on Iran threatened to bolster a rally in crude prices. Key members led by Saudi Arabia and Russia —...

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Companies in our Small-Cap Growth Portfolio: Baytex Energy (BTE.TO) Kolibri Global Energy (KGEI) Riley Exploration Permian (REPX) which also pays a nice dividend. Ring Energy (REI) Rubellite Energy (RBY.TO) Companies in our High Yield Income Portfolio: Viper Energy (VNOM) a very safe bet Hemisphere ...

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Matador Resources (MTDR) Permian Resources (PR) Diamondback Energy (FANG) SM Energy (SM) Crescent Energy (CRGY) SM and CRGY are "Special Situations" because they have recently closed strategic mergers that will look very attractive to investors if WTI does stay over $70/bbl. WTI will pull ...

dan_s

Tourmaline Oil Corp. (TOU.TO) it the only Sweet 16 company that has not reported Q4 results. They will release them on March 4.

dan_s

I will be out of the office for two days, but I will be keeping an eye on the oil market. I have updated the Sweet 16 Summary Spreadsheet, which will show you the production mix of each company on tab 2. They will all benefit from rising oil prices being cause by the war in the Middle East. Iran's m...

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Trading Economics: WTI oil WTI crude oil futures rose more than 7% toward $72 per barrel on Monday, the highest in over eight months, after earlier surging as much as 10% as unprecedented joint US and Israeli strikes on Iran sharply escalated tensions across the Middle East. > Markets are closely mo...

dan_s

Brent is up more than $6.00/bbl because of this:
https://www.msn.com/en-us/news/world/oil-and-gas-majors-and-traders-suspend-shipments-via-hormuz-sources/vi-AA1XiO59

See pre-market oil price here: https://oilprice.com/

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Reuters: Iran has said it has closed navigation through the critical waterway. Vessels were recommended to keep clear of the Strait of Hormuz and wider Gulf of Oman because of the risk of retaliatory strikes by Iran, the U.S. transport ministry's Maritime Administration said in a note on Saturday. R...

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https://www.msn.com/en-us/news/world/us-air-base-in-saudi-arabia-under-attack-report/vi-AA1Xhtqh

dan_s

In Georgetown, Americans, Jews, and Iranians are marching in the streets together, celebrating the death of the Ayatollah. Iranians are dancing in the streets of Tehran, celebrating the American attack. Jews and Iranians have gone into the streets of London to cheer and celebrate together. In Los An...

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Israel waited for Iran’s entire leadership to sit down in the same room and then they bombed Iran. Months of intelligence. Thousands of hours of surveillance and signal intercepts. One variable: the moment the Supreme Leader, the President, and senior military command gathered in a single location a...

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“When there is a lot of financial wealth relative to real wealth it reverses and real returns of financial wealth are bad… During periods of the devaluation of money, hard money and hard assets rise in value relative to cash.” - Ray Dalio “OpenAI projected revenue of $145 billion in 2029. The data ...

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A source involved in the Israeli strikes told CBS News that Khamenei and Iran's president, Masoud Pezeshkian, were among the targets of the first round of strikes. Iranian news outlets said that there were also attacks on locations across the country, including in Isfahan, where there is a major nuc...

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A source involved in the Israeli strikes told CBS News that Khamenei and Iran's president, Masoud Pezeshkian, were among the targets of the first round of strikes. Iranian news outlets said that there were also attacks on locations across the country, including in Isfahan, where there is a major nuc...

dan_s

What to know about the U.S. and Israel strikes on Iran today > Iranian Supreme Leader Ayatollah Ali Khamenei has been killed in a massive U.S. and Israeli military operation on Saturday, President Trump announced. Earlier, Israeli Prime Minister Benjamin Netanyahu said there were "many signs&qu...

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The Sweet 16 gained 1.19% during the week ending February 27 and it is now up 19.26% YTD. Despite the overall market selloff on Friday, the S&P 500 Index gained 0.57% during the week and is now up 1.51% YTD. The Wall Street Gang is rotating money into these profitable upstream companies that hav...

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Very soon the Iranian people can take control of their country. US, Israel Launch Attacks on Iran as Trump Urges Uprising reports Bloomberg The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to take over the government. “The hour for your freedom is at...

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Martin Armstrong’s 2026 Warning: Iran, China, and Hypersonics Is the world drifting toward a new era of global conflict — one that doesn’t look like the wars of the past? In this gripping interview, Martin Armstrong lays out why today’s geopolitical tensions may be part of a much larger historical...

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CTRA closed at $30.59 on Friday, February 27th. I have updated my forecast / valuation model for Coterra's solid Q4 2025 results and their standalone guidance for 2026. My valuation stays at $32.50. TipRanks: "Based on 11 Best Performing Wall Street analysts offering 12 month price targets for ...

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Coterra Energy reported Q4 2025 after the markets closed on February 26. For the quarter > Coterra reported $368 million of net income. Subtracting the $112 million MTM non-cash gain on their hedges nets to $256 Adjusted Net Income, which was slightly lower than my forecast of $277 net income. > Q4 ...

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At the time of this post SEI was trading at $50.23 I have updated my forecast/valuation model for SEI for their strong Q4 2025 financial results, that beat my forecast and their guidance for 1H 2026. I am gaining more confidence in my forecast model and SEI is now able to give more accurate guidance...

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On February 24th Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”), announced fourth quarter 2025 financial and operational results and provided updated earnings guidance. Fourth Quarter and Full Year 2025 Summary Results and Key Updates Fourth Quarter 2025 Revenue and Prof...

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I have updated my forecast valuation model for their solid Q4 2025 results, detailed guidance for 2026, and the impact of the sale of their Anadarko Basin Assets for $3 billion, which will result in a very strong balance sheet. My model will be posted to the EPG website this afternoon. OVV is one of...

dan_s

If this is true, the likelihood of war is 99.9%

https://x.com/shanaka86/status/2027361232542744686

dan_s

HFI Research: I understand that many of you are probably following the geopolitical landscape closely and deciphering what this means for the oil market. Let me put it in very simple to follow signals so you know exactly what to expect: - Kharg Island: if the US and Israel hit that, oil prices will ...

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This short video of an interview with an Iranian will explain why getting rid of the Supreme Leader and the terrorist he supports is in the best interest of the Iranian people and for the Middle East. https://www.msn.com/en-us/news/world/iranian-activist-weighs-in-on-possibility-of-us-strikes-agains...

dan_s

US natural gas futures (APR26) fell to around $2.83 per MMBtu, nearing their lowest level since September, after the Energy Information Administration reported a smaller-than-usual storage draw. Utilities withdrew 52 billion cubic feet (bcf) last week, sharply below the 252 bcf pull a year earlier a...

dan_s

Oil Traders are telling us that air strikes against Iran will begin soon. Trading Economics WTI WTI crude oil futures rose to $67.50 per barrel this morning, near a seven-month high, as the US and Iran agreed to extend nuclear talks into next week, keeping uncertainty high. > Traders were nervous be...

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