Energy Prospectus

Hi Dan, I have a question about AR: I like AR for its unhedged position. Could you kindly: (1) share the natural gas price assumptions embedded in your AR forecast (2) make any comment you care to about potential additional upside under a stronger natural gas price outcome Thanks for keeping us post...

https://x.com/HFI_Research/status/1922679229205877031/photo/2

This charts show gasoline demand rising but other products -- Distillates and Propane -- falling.

What should we make of this Dan?

Thanks!

Carey

Hi Dan,

I share your interest in miners. I will be on the lookout should you share any tickers. Here is one that I have a position in:

https://x.com/James56487175/status/192061803858538092

Hi Dan, I have been a subscriber for forever but until now have never posted. I thought I'd share a little video link to some recent congressional testimony by Eric Schmidt, former Google CEO, on the topic of the AI "arms race" with China. He talks extensively about the energy requirements...

I don't pretend to have any ability to evaluate the science here but I welcome any discussion here of climate by those with insights. https://stevengoddard.wordpress.com/2015/09/09/arctic-has-gained-hundreds-of-miles-of-ice-the-last-three-years/ http://www.dailymail.co.uk/sciencetech/article-3156594...

Hi all, I found this on another forum this morning; it relates to Linn (and possibly other upstream entities). It's over my pay grade so any comments appreciated. More Important Than Product Prices or Cash Flows or Reserve Bases The most important factor IMO to an investment today into a US Public E...

On other forums I have today read comments that PXD intends to ramp up drilling at a CL price not much higher today and forecasting production growth this year.