Search found 242 matches
- Sun Apr 24, 2016 9:23 pm
- Forum: Other topics of interest
- Topic: Oil Shortage in 12-18 Months
- Replies: 5
- Views: 6358
Re: Oil Shortage in 12-18 Months
Looks like the Saudis will continue to increase capability Shaybah’s production capacity will rise to 1 million barrels a day from 750,000 barrels, said the people, who asked not to be identified because the information isn’t public. The field, in the Empty Quarter desert near the border with the Un...
- Wed Apr 20, 2016 12:52 pm
- Forum: Sweet 16 Portfolio
- Topic: Share values and oil prices now unhinged
- Replies: 7
- Views: 6495
Re: Share values and oil prices now unhinged
things look good now
- Thu Mar 24, 2016 7:16 pm
- Forum: The View from Houston
- Topic: Active Rig Count - March 24
- Replies: 5
- Views: 3490
Re: Active Rig Count - March 24
you are kidding aren't you
- Thu Feb 11, 2016 11:48 pm
- Forum: Other topics of interest
- Topic: $18 oil in the cards
- Replies: 1
- Views: 2602
Re: $18 oil in the cards
Maybe Chevron will shut in some high cost deep water oil that costs 60$ to produce 

- Mon Jan 25, 2016 12:20 pm
- Forum: The View from Houston
- Topic: clr vs. swn
- Replies: 2
- Views: 2013
Re: clr vs. swn
Good question I have been essentially out of the market for more than a year.
I recall that in 1980 bonds were at a deep discount both Chrysler and government zeros
They were a great opportunity
What about now?
I recall that in 1980 bonds were at a deep discount both Chrysler and government zeros
They were a great opportunity
What about now?
- Tue Dec 29, 2015 11:42 am
- Forum: The View from Houston
- Topic: Weather turning BULLISH for oil and gas
- Replies: 3
- Views: 2337
Re: Weather turning BULLISH for oil and gas
Seems to me that the potential from Marcellus and the other field there is so great that cost will stay down. But I don't know how much.
- Mon Dec 21, 2015 11:52 am
- Forum: Other topics of interest
- Topic: Moody's reviews 29 US E&P companies for downgrade
- Replies: 1
- Views: 2184
Re: Moody's reviews 29 US E&P companies for downgrade
In the early 1900s Rockefeller drove competitors across the street from his new gas stations broke. He sold his gasoline from his refineries below cost He then bought all the stations with no conscious at bankrupt prices
Are not the Saudi's and Kuwaitis doing the same thing?????????

Are not the Saudi's and Kuwaitis doing the same thing?????????


- Wed Nov 18, 2015 11:33 am
- Forum: Other topics of interest
- Topic: The Price of Oil to stay low
- Replies: 1
- Views: 2024
Re: The Price of Oil to stay low
Where does this leave us hopeful investors



- Fri Oct 09, 2015 10:38 am
- Forum: Other topics of interest
- Topic: The problem with my $70 oil call
- Replies: 1
- Views: 2016
Re: The problem with my $70 oil call
We take too seriously the false axiom that capital will flow to the best place if we do no planning.
- Tue Jul 07, 2015 12:54 pm
- Forum: The View from Houston
- Topic: Iran: Deal or No Deal
- Replies: 2
- Views: 2171
Re: Iran: Deal or No Deal
What does Israel think of this deal Some Iranians want to eradicate them
- Wed Jun 24, 2015 11:36 am
- Forum: The View from Houston
- Topic: Crude Oil Storage Report - June 24
- Replies: 5
- Views: 3807
Re: Crude Oil Storage Report - June 24
Thanks for reporting this number
- Fri Jun 19, 2015 11:08 am
- Forum: Picks and tips from the EP community
- Topic: Utica Shale
- Replies: 4
- Views: 2362
Re: Utica Shale
The amount of natural gas is beyond imagination 2800 trillion cu ft We burn about 25 trillion cu ft per year.
We all thought making the USA energy independent a pipe dream ABSOLUTELY FALSE. WE CAN BE ENERGY INDEPENDENT
We all thought making the USA energy independent a pipe dream ABSOLUTELY FALSE. WE CAN BE ENERGY INDEPENDENT
- Tue Jun 16, 2015 12:20 pm
- Forum: Picks and tips from the EP community
- Topic: PQ Short Put Opportunity
- Replies: 5
- Views: 2396
Re: PQ Short Put Opportunity
I like selling puts
BEARCATBOB Are there any other puts that you like?
BEARCATBOB Are there any other puts that you like?
- Tue Apr 28, 2015 1:52 pm
- Forum: Other topics of interest
- Topic: Climate Change – A Fraud to Justify More Taxes
- Replies: 0
- Views: 1168
Re: Climate Change – A Fraud to Justify More Taxes
The problem is that resistance will wear down the current, and as soon as it declines ever so slightly, it ceases to function.
What does this mean?????
What does this mean?????

- Mon Mar 23, 2015 11:19 pm
- Forum: Sweet 16 Portfolio
- Topic: OAS - Anything New Here - Bad Day
- Replies: 5
- Views: 2751
Re: OAS - Anything New Here - Bad Day
They still have lots of good acreage
- Wed Jan 21, 2015 4:10 pm
- Forum: The View from Houston
- Topic: Gail Tverberg
- Replies: 5
- Views: 3557
Re: Gail Tverberg
Gail in my opinion is confused. The Saudis hurt feelings will be healed and they will succumb to the situation that 2 % less oil production at 100 $/bbl is better than 0 less production at 50$/bbl The oil is not replaceable at 100$/bbl with anything remotely reaching the energy content 92000000 bbl/d
- Fri Jan 09, 2015 11:54 am
- Forum: Other topics of interest
- Topic: keystone pipeline
- Replies: 5
- Views: 3069
keystone pipeline
Keystone XL's Nebraska path cleared by court, decision shifts to Obama • 10:05 AM Carl Surran, SA News Editor •The Nebraska Supreme Court issues a reversal of a lower court ruling that had blocked a route for the Keystone XL pipeline, leaving in place legislation that favored TransCanada's (TRP +3.2...
- Fri Jan 02, 2015 11:07 am
- Forum: Sweet 16 Portfolio
- Topic: spread sheets
- Replies: 10
- Views: 6045
Re: spread sheets
Dan I don't have excel Could you also post PDFs, I had excel but I had to replace my computer and lost excel thanks
- Wed Dec 31, 2014 1:00 pm
- Forum: Other topics of interest
- Topic: weather
- Replies: 1
- Views: 1468
weather
Its snowing down here in Laughlin, Nevada
- Wed Dec 24, 2014 5:04 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Performance Dec 15-19
- Replies: 5
- Views: 2958
Re: Sweet 16 Performance Dec 15-19
Dan; Sanchez has a debt of about 2000 million dollars and as you have in the summary for Sanchez an interest charge of about 140 million for 2015. That is a rate of about 7% which all checks out. The debt is about 30 dollars/share The stock price is about 10$/sh This guy Naimi of Saudi seems to thin...
- Fri Dec 19, 2014 2:58 pm
- Forum: Other topics of interest
- Topic: OPEC Crack-Up
- Replies: 3
- Views: 2233
Re: OPEC Crack-Up
That was a great article The oil sellers must come together in an agreement to cut oil production by a couple of million barrels They should be able bring in Russia I don't think the American companies can join because of legal restrictions. bob jacobson
- Fri Dec 19, 2014 10:25 am
- Forum: Sweet 16 Portfolio
- Topic: trading the oil price
- Replies: 1
- Views: 1553
Re: trading the oil price
I have done a few of the crude oil representatives USO and BNO
- Fri Dec 12, 2014 12:22 pm
- Forum: Other topics of interest
- Topic: Sheikhs v shale
- Replies: 1
- Views: 1587
Re: Sheikhs v shale
An excellent summary Now I need to know when to get back into the fracking oil producers. 

- Wed Nov 26, 2014 11:24 am
- Forum: Other topics of interest
- Topic: Oil situation from Saidis
- Replies: 0
- Views: 1326
Oil situation from Saidis
RUSSIA SCEPTICAL ON OPEC CUT Russia, which produces 10.5 million barrels per day (bpd) or 11 percent of global oil, came to Tuesday's meeting amid hints it might agree to cut output as it suffers from oil's price fall and Western sanctions over Ukraine. But as that meeting with Naimi and officials f...
- Tue Nov 25, 2014 11:37 am
- Forum: Other topics of interest
- Topic: U.S. Shale Boom Masks Threats to World Oil Supply, IEA Says
- Replies: 4
- Views: 3408
Re: U.S. Shale Boom Masks Threats to World Oil Supply, IEA S
The Saudis seem upset that the small US shale oil producers could have such a clout. Riyadh (AFP) - OPEC's biggest crude producer Saudi Arabia will have its sights set on the upstart US shale oil business at a crucial cartel meeting to debate possible output cuts on Thursday. 1. Saudi Arabia is tryi...
- Sun Nov 23, 2014 2:26 pm
- Forum: Other topics of interest
- Topic: U.S. Shale Boom Masks Threats to World Oil Supply, IEA Says
- Replies: 4
- Views: 3408
Re: U.S. Shale Boom Masks Threats to World Oil Supply, IEA S
Saudi Arabia awaits the American shale producers to make the next supply move. It has financial reserves to cover fiscal demands and the war in the Middle East from its sovereign wealth fund to offset low crude oil prices not only for weeks but for years. By Dr. Daniel Fine The shale oil boom which ...
- Fri Nov 21, 2014 10:14 am
- Forum: Picks and tips from the EP community
- Topic: Finally Lightstream sees the light
- Replies: 12
- Views: 6874
Re: Finally Lightstream sees the light
Does anyone have guesses on sudden price jump
- Wed Nov 05, 2014 12:08 am
- Forum: Other topics of interest
- Topic: EPG home page
- Replies: 5
- Views: 3332
Re: EPG home page
I had to use an indirect way to get on
- Tue Nov 04, 2014 11:53 am
- Forum: Other topics of interest
- Topic: Energy Briefing: Global Crude Oil Demand & Supply
- Replies: 2
- Views: 2093
Re: Energy Briefing: Global Crude Oil Demand & Supply
Saudi Arabian Oil Co. lowered the cost of its crude to the U.S., where production is the highest in three decades, deepening a selloff that sent prices to the lowest in more two years. The state-owned producer, known as Saudi Aramco, lowered the premium for Arab Light relative to U.S. Gulf Coast ben...
- Tue Nov 04, 2014 11:36 am
- Forum: Other topics of interest
- Topic: Energy Briefing: Global Crude Oil Demand & Supply
- Replies: 2
- Views: 2093
Re: Energy Briefing: Global Crude Oil Demand & Supply
That is a good article Some more info an shipments of Saudi light crude into our gulf coast Crude imports from Persian Gulf to USGC set to rise in November New York (Platts)--20Oct2014/438 pm EDT/2038 GMT Imports of crude from the Persian Gulf into the US Gulf Coast look set to rise in November, an ...
- Fri Oct 31, 2014 12:59 am
- Forum: Other topics of interest
- Topic: Crude Oil "glut" is BS
- Replies: 4
- Views: 3108
Re: Crude Oil "glut" is BS
Some information on crude prices and supplies regarding our major exporters New York/Singapore– Kuwait, Saudi Arabia's traditional Gulf ally, is challenging its bigger neighbour in an increasingly competitive battle for market share as it sells oil to buyers in Asia at the widest discount to a compa...
- Sun Oct 12, 2014 11:23 pm
- Forum: The View from Houston
- Topic: Why Oil is Plunging: the secret deal U.S. and Saudis
- Replies: 3
- Views: 2753
Re: Why Oil is Plunging: the secret deal U.S. and Saudis
Dan What do you think of this logic? 

- Wed Oct 08, 2014 2:33 pm
- Forum: Other topics of interest
- Topic: Kestone sacrafice
- Replies: 1
- Views: 1820
Kestone sacrafice
WASHINGTON (MarketWatch) — Remember the proposal to build the Keystone XL pipeline? Canada does, and it’s tired of waiting. Last spring, the Obama administration again delayed a decision on building the northern leg of the proposed Canada-to-U.S. Gulf Coast pipeline. Now, backers of a proposed...
- Wed Sep 24, 2014 10:36 am
- Forum: Sweet 16 Portfolio
- Topic: What's going on with this market?
- Replies: 10
- Views: 7184
Re: What's going on with this market?
Dan Thank you for the encouragement. As Winston Churchill stated, We will prevail from our darkest hour. Our elected leaders and appointed leaders must realize that we must all work together for the sake of our grand and great grand children 

- Mon Aug 25, 2014 10:27 am
- Forum: The View from Houston
- Topic: Another Very Cold Winter on the way
- Replies: 3
- Views: 2810
Re: Another Very Cold Winter on the way
I wonder how the farmers almanac treats global warming 

- Thu Aug 07, 2014 5:34 pm
- Forum: Picks and tips from the EP community
- Topic: Any thoughts on LPI?
- Replies: 3
- Views: 2422
Re: Any thoughts on LPI?
Me too I am hanging in The funds managers are playing around
- Tue Jun 17, 2014 10:38 pm
- Forum: Other topics of interest
- Topic: climate information
- Replies: 3
- Views: 2928
climate information
From Joe D. A paper published today in the Journal of Atmospheric and Solar-Terrestrial Physics finds long solar cycles predict lower temperatures during the following solar cycle. A lag of 11 years [the average solar cycle length] is found to provide maximum correlation between solar cycle length a...
- Tue Jun 03, 2014 10:36 am
- Forum: Sweet 16 Portfolio
- Topic: DVN going into the Sweet 16 on June 1
- Replies: 5
- Views: 3309
Re: DVN going into the Sweet 16 on June 1
Dan what are you replacing with dvn. thanks bob Jacobson
- Mon May 12, 2014 9:40 pm
- Forum: The View from Houston
- Topic: Utica Shale
- Replies: 2
- Views: 2201
Re: Utica Shale
Dan what do you think of CHK? 

- Mon Apr 28, 2014 9:42 am
- Forum: Other topics of interest
- Topic: Ethanol is really stupid
- Replies: 2
- Views: 2159
Re: Ethanol is really stupid
A positive as Mr Pickens points out is complete production in the US saving on imported oil costs to the US. Of course production of a barrel of oil in the US, cutting the import out is the only way to go. 

- Tue Mar 11, 2014 3:00 pm
- Forum: Other topics of interest
- Topic: Natural Gas to Oil
- Replies: 1
- Views: 1912
Re: Natural Gas to Oil
Ethane is removed from natural gas, converted to ethylene and then to synthetic lube oil. The basis for Mobil one. Recognized as the best lube oils from light engine oils to heavy gear oils.
- Fri Feb 21, 2014 11:19 am
- Forum: Picks and tips from the EP community
- Topic: InvestFest
- Replies: 1
- Views: 1641
Re: InvestFest
Dan That is great presentation bob jacobson
- Wed Jan 22, 2014 12:10 pm
- Forum: Other topics of interest
- Topic: lower keystone pipeline
- Replies: 1
- Views: 1784
Re: lower keystone pipeline
Jan 22 (Reuters) - TransCanada Corp said on Wednesday it is shipping crude oil on the 700,000-barrel-per-day Gulf Coast pipeline, a $5.3 billion project expected to help eliminate a bottleneck that has warped the U.S. oil market for three years. The new line will take Canadian crude from TransCanada...
- Thu Jan 02, 2014 11:28 am
- Forum: Other topics of interest
- Topic: lower keystone pipeline
- Replies: 1
- Views: 1784
lower keystone pipeline
ecember 31, 2013 4:27 PM OKLAHOMA CITY (AP) -- The operator of a $2.3 billion pipeline between Cushing and the Gulf Coast expects to begin shipping oil Jan. 22. TransCanada began injecting crude oil into the 485-mile, 36-inch pipeline in early December. Spokesman Davis Sheremata said the process inv...
- Tue Dec 03, 2013 12:38 pm
- Forum: Other topics of interest
- Topic: chesapeake
- Replies: 0
- Views: 1531
chesapeake
Does anyone follow CHK.
- Thu Oct 24, 2013 9:41 am
- Forum: The View from Houston
- Topic: Crude Oil is a hedge against the falling U.S. Dollar
- Replies: 6
- Views: 4966
Re: Crude Oil is a hedge against the falling U.S. Dollar
Southern Leg of Keystone XL Near Completion as Opponents Lose Last Legal Battle in Texas Carol Berry 10/23/13 American Indians and others who oppose the southern leg of the Keystone XL pipeline have lost their last legal battle, enabling TransCanada to finish the project by year’s end. While the nor...
- Thu Oct 24, 2013 9:16 am
- Forum: The View from Houston
- Topic: Crude Oil is a hedge against the falling U.S. Dollar
- Replies: 6
- Views: 4966
Re: Crude Oil is a hedge against the falling U.S. Dollar
The 36 inch lower Keystone pipeline to carry oil from Cushing Ok to Gulf coast refineries is nearing completion. People say the WTI will equate to the Brent near end of year
- Sat Oct 19, 2013 5:31 pm
- Forum: Sweet 16 Portfolio
- Topic: Big Money moving into the Sweet 16
- Replies: 5
- Views: 3043
Re: Big Money moving into the Sweet 16
Its been a satisfying week. I have too much Lightstream according to my Schwab consultant but I love the dividend.
- Mon Sep 30, 2013 8:47 am
- Forum: Picks and tips from the EP community
- Topic: petrominerales buyout
- Replies: 5
- Views: 3173
petrominerales buyout
Pacific Rubiales Energy Corp. (PRE) agreed to buy Canada’s Petrominerales Ltd. (PMG) for C$935 million ($909 million) cash as the world’s fastest-growing major crude producer seeks to reduce transport costs. Petrominerales shareholders will receive C$11 a share and one share in a newly formed explor...
- Mon Sep 16, 2013 1:26 pm
- Forum: Picks and tips from the EP community
- Topic: LINE to buy more Permian production
- Replies: 3
- Views: 2480
Re: LINE to buy more Permian production
Dan and Cayman I see from the quarterly report an income of 488,200,000 $ from oil,nat gas and nat gas liquids and an income of 326,733,000 $ from derivatives. Are the derivatives income steady and continuing? 
