REI was up over 10% this afternoon on heavy volume. No news except that Ring's revenues are heavily weighted to oil sales.
If oil does get back in my "Right Price" range of $75 to $85, all of our Small-Cap Growth Portfolio companies have the potential to be doubles for us.
Search found 37318 matches
- Tue Jun 17, 2025 2:42 pm
- Forum: Picks and tips from the EP community
- Topic: Ring Energy (REI) Update - June 17
- Replies: 0
- Views: 58
- Tue Jun 17, 2025 1:24 pm
- Forum: The View from Houston
- Topic: IEA's Oil Market Report on June 17
- Replies: 0
- Views: 101
IEA's Oil Market Report on June 17
Summary with my comments in blue World oil demand is forecast to increase by 720 kb/d in 2025. This is marginally below last month’s estimate, as weak 2Q25 deliveries in the United States and China undercut resilience elsewhere. Growth in 2026, at 740 kb/d, will be held back by a challenging economi...
- Tue Jun 17, 2025 1:00 pm
- Forum: The View from Houston
- Topic: BIg crude oil storage draw forecast for week ending 6/13
- Replies: 0
- Views: 61
BIg crude oil storage draw forecast for week ending 6/13
HFI Research: > For the week ending June 13, we have a crude draw of 6.21 million bbls. This is a much larger draw compared to the -2.633 million bbls for the 5-year average. > With refinery throughput at ~17 million b/d and an early start to the crude draw season, the current trajectory is unsustai...
- Tue Jun 17, 2025 12:53 pm
- Forum: Monthly Webinars and Luncheons
- Topic: Contact info for King Operating Company
- Replies: 1
- Views: 73
Contact info for King Operating Company
If you'd like more information about the KOP3 drilling program discussed by Jay Young on our June 17th webinar, you should contact Laura Black. She can also forward any questions you have for Jay to him or others at the company that can answer them for you. Laura Black Director of Marketing King Ope...
- Tue Jun 17, 2025 10:32 am
- Forum: The View from Houston
- Topic: Keith Kohl's take on Global Oil Market - June 17
- Replies: 0
- Views: 89
Keith Kohl's take on Global Oil Market - June 17
What the Media Is Getting Wrong With The Iran-Israel Conflict Keith Kohl If the road to hell is paved with good intentions, then the road to $100 oil is paved with drone strikes, tanker threats, and geopolitical pissing matches. The latest geopolitical chaos over the weekend and subsequent surge in ...
- Tue Jun 17, 2025 10:07 am
- Forum: Picks and tips from the EP community
- Topic: Surge Energy (SGY.TO) Updates - June 17
- Replies: 0
- Views: 75
Surge Energy (SGY.TO) Updates - June 17
Surge Energy Inc. ("Surge" or the "Company") (TSX: SGY) confirms that a cash dividend to be paid on July 15, 2025, in respect of June 2025 production, for the shareholders of record on June 30, 2025, will be $0.043333 per share. < Surge pays monthly dividends, so annualized yield...
- Tue Jun 17, 2025 9:55 am
- Forum: The View from Houston
- Topic: Natural Gas prices in Asia and Europe will be going up
- Replies: 1
- Views: 100
Re: Natural Gas prices in Asia and Europe will be going up
Israel’s Energy Ministry ordered Chevron to shut down the Leviathan gas field amid heightened regional threats following strikes on Iran. Egypt, reliant on Israeli gas during peak demand, now faces a supply crunch and may turn to costly emergency LNG imports. The disruption has raised global alarm, ...
- Tue Jun 17, 2025 8:18 am
- Forum: The View from Houston
- Topic: Crude Oil Prices - June 17
- Replies: 0
- Views: 60
Crude Oil Prices - June 17
On today's webinar I will show why the "Right Price" for WTI oil after the FEAR of the Trade War fades is within the range of $75 to $85 per barrel. Trading Economics: WTI crude oil futures rose more than 1% to around $72.77 per barrel on Tuesday morning as Israel vowed more strikes on Ira...
- Tue Jun 17, 2025 8:07 am
- Forum: The View from Houston
- Topic: Natural Gas Prices - June 17
- Replies: 0
- Views: 66
Natural Gas Prices - June 17
The JUL25 NYMEX contract was trading at $3.79 when this was posted. EBS Analytics: Building Mid-Atlantic Heat Wave Elevates NYMEX Forward Curve The July natural gas contract soared 25.6¢ (+7%) since Thursday as heat began to emerge for Week 2. While DTN noted stronger gains yesterday, other meteorol...
- Tue Jun 17, 2025 8:02 am
- Forum: The View from Houston
- Topic: Tanker Fire near Strait of Hormuz - June 17
- Replies: 0
- Views: 68
Tanker Fire near Strait of Hormuz - June 17
In the early morning hours of Tuesday, crude oil tankers Adalynn and Front Eagle collided in the Gulf of Oman, about 24 nautical miles east of Khor Fakkan in the United Arab Emirates, just outside the critical Strait of Hormuz chokepoint. The maritime incident occurred amid ongoing regional instabil...
- Tue Jun 17, 2025 7:44 am
- Forum: Sweet 16 Portfolio
- Topic: Permian Resources (PR) Update - June 16
- Replies: 0
- Views: 152
Permian Resources (PR) Update - June 16
PR announced the closing of its previously announced acquisition of certain leasehold and royalty interests located in Eddy and Lea Counties, New Mexico from APA Corporation (Nasdaq: APA) on June 16. Adds ~12,000 Boepd with ~45% crude oil. Also adds over 100 HZ drilling locations. Closed deal a few ...
- Mon Jun 16, 2025 3:15 pm
- Forum: The View from Houston
- Topic: Oil Price forecast by Rystad Energy - June 16
- Replies: 1
- Views: 106
Re: Oil Price forecast by Rystad Energy - June 16
The Organization of the Petroleum Exporting Countries (OPEC) produced less crude oil in May than its laid out plans. According to the data published by OPEC, the cartel increased its production output by 154,000 barrels a day, despite announcing plans to improve it by 411,000 barrels during the mont...
- Mon Jun 16, 2025 3:11 pm
- Forum: The View from Houston
- Topic: Oil Price forecast by Rystad Energy - June 16
- Replies: 1
- Views: 106
Oil Price forecast by Rystad Energy - June 16
Oil prices are likely to remain capped below $80 per barrel despite the escalating Israel-Iran conflict, research firm Rystad Energy said on Monday, as Iran and Israel continue to trade strikes with the escalation now in its fourth day. “Based on our earlier disruption simulations, we see oil prices...
- Mon Jun 16, 2025 2:04 pm
- Forum: The View from Houston
- Topic: Natural Gas prices in Asia and Europe will be going up
- Replies: 1
- Views: 100
Natural Gas prices in Asia and Europe will be going up
Note from Keith Kohl this afternoon. In the midst of intense Israeli airstrikes targeting Iran’s nuclear and military infrastructure, Tehran has signaled a willingness to de-escalate the conflict. There is, however, one key condition: That the United States refrain from joining Israel’s offensive. T...
- Mon Jun 16, 2025 1:23 pm
- Forum: The View from Houston
- Topic: Global Oil Market - June 16 AM
- Replies: 3
- Views: 109
Re: Global Oil Market - June 16 AM
Oil price volatility today: > We can expect the paper traders to react to each news headline. > No one really knows where the oil price will end up, but until there is a clear and final end to this "conflict" a "geopolitical premium" should remain no the price of oil. Unless Isra...
- Mon Jun 16, 2025 12:09 pm
- Forum: The View from Houston
- Topic: Update on Israel / Iran War - June 16
- Replies: 0
- Views: 70
Update on Israel / Iran War - June 16
With Israel claiming air superiority over Iran's capital city of Tehran, Iran is reportedly sending urgent signals to Israel, U.S. Arab allies, and European officials it wants a ceasefire and a return to diplomacy. Israel has claimed its ability to fly planes unabated over Tehran on Monday, though, ...
- Mon Jun 16, 2025 11:50 am
- Forum: The View from Houston
- Topic: Canadian Upstream Companies
- Replies: 1
- Views: 78
Re: Canadian Upstream Companies
If you are a non-member that would like to read my updated profile on ROK Resources, send me an email: dmsteffens@comcast.net
- Mon Jun 16, 2025 11:46 am
- Forum: The View from Houston
- Topic: Canadian Upstream Companies
- Replies: 1
- Views: 78
Canadian Upstream Companies
At our Houston luncheon on Thursday, June 20th, which is being hosted by ROK Resources, both Bryden Wright, President & CEO and Jared Lukomski, SVP of Business Development will both be speaking. They are going to cover the impact (or lack thereof) of tariffs on exports of oil, natural gas, steel...
- Mon Jun 16, 2025 9:21 am
- Forum: The View from Houston
- Topic: U.S. Natural Gas Market Update - June 16
- Replies: 2
- Views: 83
Re: U.S. Natural Gas Market Update - June 16
Friday's CFTC Commitments of Traders report indicated speculators continue to build up natural gas positions en masse, although a 30,000-contract increase in longs was more than fully offset by 38,000-contract increase in shorts. Total speculator positioning rose by 90,000 contracts in the two weeks...
- Mon Jun 16, 2025 8:35 am
- Forum: The View from Houston
- Topic: Global Oil Market - June 16 AM
- Replies: 3
- Views: 109
Global Oil Market - June 16 AM
Note from HFI Research this morning Geopolitical tensions between Israel and Iran are at an all-time high, but I come bearing advice for those of you who want to stay sane amidst the chaos in the oil market: > Avoid listening to geopolitical experts. > Avoid listening to those who say Iran will clos...
- Mon Jun 16, 2025 8:20 am
- Forum: The View from Houston
- Topic: U.S. Natural Gas Market Update - June 16
- Replies: 2
- Views: 83
Re: U.S. Natural Gas Market Update - June 16
From June 10 EIA Short Term Energy Outlook Electricity demand. We have increased our forecast for retail electricity sales to better reflect projected demand growth, especially in the Electricity Reliability Council of Texas (ERCOT) and PJM independent system operators. The revisions are most notabl...
- Mon Jun 16, 2025 8:11 am
- Forum: The View from Houston
- Topic: U.S. Natural Gas Market Update - June 16
- Replies: 2
- Views: 83
U.S. Natural Gas Market Update - June 16
EBW Analytics Group Building Summer Heat Guides Natural Gas Rebound The July natural gas contract rose to $3.760 last night as traders reacted to a sustained push higher in early-summer cooling demand. Week 2 jumped 8 CDDs to 85 CDDs, with power burns to rise 4 Bcf/d from last week into the first of...
- Sun Jun 15, 2025 6:04 pm
- Forum: Other topics of interest
- Topic: U.S. trade with Mexico is HUGE
- Replies: 0
- Views: 94
U.S. trade with Mexico is HUGE
Watch this see how important the Houston Ship Channel is: https://www.youtube.com/watch?app=desktop&v=Ki3lvz9otVQ
- Sun Jun 15, 2025 2:18 pm
- Forum: The View from Houston
- Topic: Iran on June 15
- Replies: 1
- Views: 115
Re: Iran on June 15
As tensions escalate between Israel and Iran, oils futures are reacting. Israel’s latest air-strikes on Iranian targets sent Brent crude soaring 13% intraday and still closing 7% higher at $74.23/bbl. Futures traders fear any tit-for-tat escalation could squeeze the roughly 1.6 million barrels a day...
- Sun Jun 15, 2025 2:05 pm
- Forum: The View from Houston
- Topic: Iran on June 15
- Replies: 1
- Views: 115
Iran on June 15
By Michael Kern - Jun 15, 2025, 8:40 AM CDT Israel launched a series of airstrikes on Iran's critical energy infrastructure, targeting major fuel depots and oil refineries in Tehran. The attacks have significantly escalated the conflict between Israel and Iran, leading to global oil price surges and...
- Sun Jun 15, 2025 1:24 pm
- Forum: The View from Houston
- Topic: Israel bombs Iran Refinery - June 14
- Replies: 1
- Views: 143
Re: Israel bombs Iran Refinery - June 14
June 15: Iranian lawmaker and military general Esmail Kosari said Tehran is reviewing whether to close the Strait of Hormuz - a critical oil route for the global economy. Meanwhile, Iranian state media said the country had warned it would target military bases in the region that assist in intercepti...
- Sun Jun 15, 2025 8:51 am
- Forum: Picks and tips from the EP community
- Topic: ROK Resources (ROK.V and ROKRF) Update - June 15
- Replies: 0
- Views: 96
ROK Resources (ROK.V and ROKRF) Update - June 15
I just posted my updated profile on ROK Resources (ROK.V and ROKRF) to the EPG website. In early 2025 ROK focused on cleaning up the balance sheet and building up their cash balance before starting their 2025 drilling program. > Q1 2025 free cash flow all went to paying down their existing line of c...
- Sat Jun 14, 2025 5:56 pm
- Forum: The View from Houston
- Topic: Israel bombs Iran Refinery - June 14
- Replies: 1
- Views: 143
Israel bombs Iran Refinery - June 14
A fire broke out at Kangan Port in Iran’s Bushehr province following an Israeli drone strike targeting on onshore refinery at Phase 14 of the South Pars gas field in the Persian Gulf on Saturday. It was the first attack by Israel specifically targeting Iran's critical energy sector. The strike cause...
- Sat Jun 14, 2025 11:43 am
- Forum: Picks and tips from the EP community
- Topic: Viper Energy (VNOM) Update - June 14
- Replies: 0
- Views: 99
Viper Energy (VNOM) Update - June 14
VNOM closed at $42.52 on June 13. Of the four minerals companies in our High Yield Income Portfolio it is my Top Pick for growth. < Viper's production will be going from 57,378 Boepd in Q1 2025 to over 130,000 by year end 2025. Viper is a C-Corp., so a good choice for an IRA account. Since Viper ann...
- Sat Jun 14, 2025 10:53 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 14
- Replies: 5
- Views: 281
Re: Sweet 16 Update - June 14
On Newsmax this morning: The Middle East situation is "going to get rough" and "we're going to see the Iranians out of desperation throw everything they can," at Israel, retired Air Force Brig. Gen. Blaine Holt said on Newsmax, Friday. "They'll try to probably close the Stra...
- Sat Jun 14, 2025 10:34 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 14
- Replies: 5
- Views: 281
Re: Sweet 16 Update - June 14
I took a hard look at the at Crescent Energy (CRGY) this morning. Crescent Energy is a "Growth by Acquisitions" company, which is out-of-favor by most of the Wall Street Gang these days because their first assumption is that the Company paid too much for the acquired assets. Q2 2025 will b...
- Sat Jun 14, 2025 8:48 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 14
- Replies: 5
- Views: 281
Re: Sweet 16 Update - June 14
Watch this video: https://www.msn.com/en-us/news/world/us-ready-to-do-more-amid-israel-iran-conflict-wesley-clark/ar-AA1GGtPW
If the real goal is regime change in Iran, this conflict will go on for months.
If the real goal is regime change in Iran, this conflict will go on for months.
- Sat Jun 14, 2025 8:47 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 14
- Replies: 5
- Views: 281
Re: Sweet 16 Update - June 14
At this point, there is no way to know where oil prices will be next week or next month. For example CNBC reported that: JPMorgan analysts are convinced that escalating geopolitical tensions in the Middle East won’t have a lasting impact on oil prices in the second half of 2025. In a note to clients...
- Sat Jun 14, 2025 8:23 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 14
- Replies: 5
- Views: 281
Sweet 16 Update - June 14
For the week ending June 13 the Sweet 16 gained 6.72% and is now down just 2.32% YTD, not counting dividends or the gain realized on VRN. For the week the S&P 500 Index lost 0.50% and is now up 1.62% YTD. WTI oil price increased 7.26% on Friday to close at $72.98/bbl due to Israel's attack on Ir...
- Fri Jun 13, 2025 5:58 pm
- Forum: The View from Houston
- Topic: Oil and Gas prices at the close - June 13
- Replies: 0
- Views: 136
Oil and Gas prices at the close - June 13
Trading Economics WTI crude oil futures jumped 7.55% to settle just at $73.18 per barrel on Friday, paring some gains after hitting their highest level since February amid escalating tensions in the Middle East. > The surge followed an Israeli strike on Iran, which vowed retaliation, heightening fea...
- Fri Jun 13, 2025 5:35 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 13
- Replies: 1
- Views: 179
Re: Sweet 16 Update - June 13
Civitas Resources (CIVI) closed today at less than 50% of book value. If WTI oil stays over $70/bbl, it makes CIVI a "Screaming Buy" up to $42, which was First Call's price target last week. Crescent Energy (CRGY) and SM Energy (SM) also closed today below book value. Both of them are Str...
- Fri Jun 13, 2025 3:03 pm
- Forum: Picks and tips from the EP community
- Topic: Small-Caps that have the most exposure to oil price
- Replies: 0
- Views: 165
Small-Caps that have the most exposure to oil price
Kolibri (KGEI) production mix is ~73% crude oil and all of its oil hedges are collars. Most of the collars have ceilings in the $80s. Plus it does get good prices for its gas. Big well announcements coming out soon. Baytex (BTE) production mix is ~70% crude oil and it is getting good prices for its ...
- Fri Jun 13, 2025 2:38 pm
- Forum: The View from Houston
- Topic: Oil Price moving up into the close is a good sign
- Replies: 0
- Views: 85
Oil Price moving up into the close is a good sign
At 3:30 ET WTI is now up over 8%. Two hours ago it was up 6%. I think the Wall Street Gang is coming around to the fact that the airstrikes against Iran are far from over. Plus, Israel did say that if Iran attacks their population centers, Israel might take out some of their oil export capacity. The...
- Fri Jun 13, 2025 2:25 pm
- Forum: The View from Houston
- Topic: Israel's attacks on Iran will continue - June 13
- Replies: 4
- Views: 150
Re: Israel's attacks on Iran will continue - June 13
Netanyahu calling on the Iranian people to rise up and get rid of the Supreme Leader. If they do, Iran can become one of the most successful and prosperous countries on Earth.
- Fri Jun 13, 2025 2:18 pm
- Forum: The View from Houston
- Topic: Sales of LNG will help balance U.S. Trade Imbalance
- Replies: 0
- Views: 107
Sales of LNG will help balance U.S. Trade Imbalance
Interior Department Announces $200 Billion LNG Supply Agreements With Japan U.S. companies have finalized sales agreements with Japanese power generation giant JERA Co. Inc. for it to purchase up to 5.5 million tons per year of American liquefied natural gas (LNG), the Department of the Interior (DO...
- Fri Jun 13, 2025 12:36 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Valuation Update - June 13
- Replies: 2
- Views: 127
Re: Hemisphere Energy (HMENF) Valuation Update - June 13
I agree that Marsden can be much bigger than Atlee Buffalo. At this point there is still a chance that it won't be successful, but based on my conversation with Don Simmons, he believes that it will be successful. I know that his team did a lot of geological work before they acquired the acreage. Th...
- Fri Jun 13, 2025 11:00 am
- Forum: The View from Houston
- Topic: Webinar on June 17: Oil Market Update
- Replies: 0
- Views: 64
Webinar on June 17: Oil Market Update
Looks like we are going to have over 200 on the live webinar on Tuesday, June 17.
All we needed was Israel to bomb Iran and now everyone is interest in oil & gas stocks again!
All we needed was Israel to bomb Iran and now everyone is interest in oil & gas stocks again!
- Fri Jun 13, 2025 10:36 am
- Forum: Other topics of interest
- Topic: Two men decided to drill a gas well in the backyard
- Replies: 0
- Views: 102
Two men decided to drill a gas well in the backyard
This happened a few miles from my home SW of Houston. HOUSTON, Texas – A Sugar Land, TX man and his neighbour are in police custody after the duo drilled an unauthorized gas well in the backyard of one of the men in search of a fuel source for their extraordinarily large homemade backyard grill. Del...
- Fri Jun 13, 2025 10:17 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Valuation Update - June 13
- Replies: 2
- Views: 127
Hemisphere Energy (HMENF) Valuation Update - June 13
Hemisphere is the most heavily weighted to the price of oil, out of all the upstream companies that I follow. It is a pure play on Canadian Heavy Oil and none of the Company's oil is subject to U.S. tariffs. At the time of this post HMENF was trading at $1.44US. If WTI oil averages $70US/bbl in Q2 a...
- Fri Jun 13, 2025 10:06 am
- Forum: The View from Houston
- Topic: Israel's attacks on Iran will continue - June 13
- Replies: 4
- Views: 150
Re: Israel's attacks on Iran will continue - June 13
At least 20 senior Iranian commanders including the head of the revolutionary guards, Aerospace Force Commander Amir Ali Hajizadeh, were killed in Israel's strikes on Iran on Friday, two regional sources told Reuters.
- Fri Jun 13, 2025 10:03 am
- Forum: The View from Houston
- Topic: Israel's attacks on Iran will continue - June 13
- Replies: 4
- Views: 150
Re: Israel's attacks on Iran will continue - June 13
Iran no longer plans to engage in nuclear talks with the U.S. that were scheduled to take place in Oman on Sunday, Iranian leaders announced Friday after Israel launched deadly airstrikes it said targeted Tehran’s nuclear facilities and military sites. Oman News Agency and Iranian state media report...
- Fri Jun 13, 2025 9:42 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - June 13
- Replies: 1
- Views: 179
Sweet 16 Update - June 13
You may recall that two months ago Trump gave Iran's Supreme Leader 60 days to agree to end all nuclear enrichment. Today is Day 61. ------------------------------- Most of the Sweet 16 and our other model portfolio companies are up this morning, but not as much as I expected. Overall market weaknes...
- Fri Jun 13, 2025 9:17 am
- Forum: The View from Houston
- Topic: Israel's attacks on Iran will continue - June 13
- Replies: 4
- Views: 150
Israel's attacks on Iran will continue - June 13
This is not a "One and Done" military strike. Looks like Israel is going to make sure Iran's nuclear enrichment capabilities are eliminated. If so, they are doing the world a favor. --------------------- Associated Press: Israel has launched a second wave of airstrikes targeting Iranian ci...
- Fri Jun 13, 2025 9:00 am
- Forum: The View from Houston
- Topic: Oil Price Spike - June 13
- Replies: 4
- Views: 153
Re: Oil Price Spike - June 13
Retired Air Force Brig. Gen. Blaine Holt told Newsmax on Thursday that the strikes in Tehran tell him that Israel might be going for a "decapitation strike" on Iran and its leaders. Holt also asserted that the countries are now "in a state of war." Holt joined "Finnerty"...
- Fri Jun 13, 2025 7:31 am
- Forum: The View from Houston
- Topic: Natural Gas Price - June 13
- Replies: 0
- Views: 88
Natural Gas Price - June 13
Trading Economics: US natural gas futures edged above $3.50 per MMBtu, tracking broader gains across energy markets amid escalating tensions in the Middle East. However, the increase was more muted compared to the sharp moves seen in oil and other gas benchmarks. The geopolitical spike followed Isra...