Energy Prospectus

Anyone contemplating investing in RRC should first read this Seeking Alpha piece out today (1/26) so that you will have the benefit of another opinion regarding what you would be getting into. https://seekingalpha.com/article/4140470-time-activist-force-range-resources-sale?auth_param=c1vc:1d6moh2:9...

Today's release: Gastar Exploration Signs Definitive Agreement To Sell Non-Core Reserves And Acreage In Oklahoma PR NEWSWIRE 4:23 PM ET 1/25/2018 Transaction Provides Additional Capital for STACK Acreage Development HOUSTON , Jan. 25, 2018 /PRNewswire/ -- Gastar Exploration Inc.(GST) ("Gastar&q...

Dan, Do you have access to the Morgan Stanley note/report giving its rationale for today's downgrade of RRC? Separately, what is your view of what is continuing to drive negative gasser equity sentiment in the face of current HH = $3.44 and ngas storage levels 300 bcf below the 5 year average and fu...

This is the part of the report getting today's headlines (and weighing on markets, imo): "Rapid US growth and gains in Canada and Brazil will drive up non-OPEC supply by 1.7 mb/d in 2018, versus last year's 0.7 mb/d increase. US crude supply will push past 10 mb/d, overtaking Saudi Arabia and r...

Entire PR is below. Noteworthy because of CFO's statement re "strengthening demand for" both " Northern White and in-basin frac sand," "strong market fundamentals," and (regarding the distribution) "expecting increases of approximately 10% per quarter for the fores...

"Several are in our Small-Cap Growth Portfolio."

Could you list those to which you are referring so that we can focus our research?

Thanks.

Venezuela Dec oil flow off 151,000 b/d: officials 8 Jan 2018, 10.48 pm GMT Caracas, 8 January (Argus) — Venezuela lost an estimated 151,000 b/d of crude production in December, accelerating a collapse across all of state-owned PdV´s operating divisions, according to unofficial preliminary figures ob...

Iran oil pipeline blown up https://www.almasdarnews.com/article/breaking-iranian-terrorist-group-blows-oil-pipeline-countrys-west/ BEIRUT, LEBANON (11:43 A.M.) – An Iranian Salafist jihadist group with ties to Syria’s Al-Qaeda-linked Al-Nusra Front (currently called Ha’yat Tahrir al-Sham) has blown ...

Dan, Good to see these gassers getting a better product prices. I have read that increased pipeline capacity will substantially reduce the impact of cold weather/consumption on even short term supply. Some apparently believe even if large amounts of gas are consumed because of very cold weather, unl...

The IEA Is Grossly Overestimating Shale Growth By James Stafford - Nov 16, 2017, 6:00 PM CST Oil This week, the IEA said that U.S. shale would dominate the oil and gas markets over the next decade, rising to “a level 50 percent higher than any other country has ever managed.” With a “remarkable abil...