Quite the reversal in WTI. Must be that solar eclipse.
https://www.zerohedge.com/markets/heres-what-will-push-oil-above-100bbl
Search found 378 matches
- Mon Apr 08, 2024 2:53 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - April 8
- Replies: 3
- Views: 135
- Sun Apr 07, 2024 11:15 pm
- Forum: Other topics of interest
- Topic: Energy , from worst to first
- Replies: 1
- Views: 127
Re: Energy , from worst to first
What are they thinking?
Despite last week's meltup, hedge funds still piled into energy shorts.
Despite last week's meltup, hedge funds still piled into energy shorts.
- Sat Apr 06, 2024 11:51 am
- Forum: The View from Houston
- Topic: Why does the oil prices keep going up?
- Replies: 3
- Views: 226
Re: Why does the oil prices keep going up?
Saudis say FU to FJB as Blinken travels to Saudi Arabia.
https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Hikes-Oil-Prices-in-Increasingly-Tight-Market.html
https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Hikes-Oil-Prices-in-Increasingly-Tight-Market.html
- Sat Apr 06, 2024 10:57 am
- Forum: The View from Houston
- Topic: Why does the oil prices keep going up?
- Replies: 3
- Views: 226
Re: Why does the oil prices keep going up?
https://twitter.com/SheDrills/status/1775550411291701608 From 2011-14 oil range traded btwn $90-110/bbl. In inflation adjusted dollars...oil should be range trading btwn $124-152/bbl. $80/bbl in 2011 is $120/bbl today. If you don't see oil as cheap here you have recency bias caused by shale oversupp...
- Sat Apr 06, 2024 10:33 am
- Forum: Other topics of interest
- Topic: looks like springtime for Canadian oil
- Replies: 1
- Views: 91
- Tue Apr 02, 2024 11:31 pm
- Forum: The View from Houston
- Topic: AI booming Energy Demand
- Replies: 1
- Views: 79
Re: AI booming Energy Demand
Chuck, I'd be interested in your thoughts on the article I posted this evening on the New AI Trade..
- Tue Apr 02, 2024 11:29 pm
- Forum: Other topics of interest
- Topic: The Next AI Trade
- Replies: 2
- Views: 102
The Next AI Trade
Found this article on Zero Hedge behind the paywall on the massive needs for expansion of the electric grid for data centers and all things AI. Lots of info to digest regarding some of the companies recommended by Goldman Sachs. Looks like I've been sleeping for the last year because many of these c...
- Mon Apr 01, 2024 4:24 pm
- Forum: Picks and tips from the EP community
- Topic: LPG
- Replies: 2
- Views: 113
Re: LPG
Lbark I've been invested in LPG since 5/2022. It's paid out S9.50 in special dividends in less than two years. The company has expanding operating margins of 67%,ROIC 22% and a FCF yield % of 6%. The price to economic book value at terminal zero growth is $120/share. STNG and TNK have much faster pr...
- Sun Mar 31, 2024 2:06 pm
- Forum: Other topics of interest
- Topic: Oil and gold are connected to the hip
- Replies: 0
- Views: 77
Oil and gold are connected to the hip
Worth a read..
https://archive.ph/CkOkN
https://archive.ph/CkOkN
- Sat Mar 30, 2024 2:51 pm
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 146
Re: Coal Miners
Big fan of ARCH. Has backed off a double top of 185. FCF yield of 10%, ROIC is 24% and its price to economic book value at zero growth is worth $370.