Search found 969 matches
- Thu Apr 11, 2024 12:19 pm
- Forum: Other topics of interest
- Topic: Energy Innovation
- Replies: 1
- Views: 95
Re: Energy Innovation
Further more names to explore and a familiar name... Apart from new engine designs, there is also the growing prospect of using natural gas as a feedstock to manufacture gasoline and diesel directly, something that would provide a drop-in outlet for the current supply glut. In an article we wrote in...
- Thu Apr 11, 2024 12:09 pm
- Forum: Other topics of interest
- Topic: Energy Innovation
- Replies: 1
- Views: 95
Energy Innovation
Compliments of Doomberg but I give further credit to the late great Boone Pickens: That which can’t go on forever usually doesn’t, and valuable hydrocarbons won’t trade for substantial discounts to their molecular peers indefinitely. Heat is heat, after all, and market forces will grind away at this...
- Wed Apr 10, 2024 10:00 am
- Forum: Picks and tips from the EP community
- Topic: Whitecap Resources
- Replies: 3
- Views: 172
Re: Whitecap Resources
Thanks for posting your analysis. Very helpful!
- Wed Apr 10, 2024 8:53 am
- Forum: Other topics of interest
- Topic: Jim Grant Rare Investment Reco
- Replies: 1
- Views: 129
Jim Grant Rare Investment Reco
This am on Maria's Morning with Maria suggested that gold miners have not reflected the recent runup in gold prices and accordingly might be a good investment opportunity. I agree. AEM, AGI, FNV might be good place to start doing some due diligence.
- Tue Apr 09, 2024 7:55 pm
- Forum: The View from Houston
- Topic: Nuttall Bullish but won’t hit $100
- Replies: 0
- Views: 131
Nuttall Bullish but won’t hit $100
https://www.bnnbloomberg.ca/video/we-remain-bullish-on-oil-but-don-t-expect-it-to-reach-us-100-eric-nuttall~2899322
- Wed Apr 03, 2024 4:39 am
- Forum: Other topics of interest
- Topic: The Next AI Trade
- Replies: 2
- Views: 142
Re: The Next AI Trade
Great piece. Thanks for sharing. Looks like you have your playbook. Consistent with most recent pieces in Uranium Insider April newsletter (highly recommended) and John Rubino’s recent substack piece. Looks like the beginning of the next Industrial Revolution if government can get out of the way. St...
- Tue Apr 02, 2024 7:46 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 247
Re: Nuttall on Bloomberg 4/2
https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-tuesday-april-2-2024~2894073
In case you missed it.
In case you missed it.
- Tue Apr 02, 2024 7:40 pm
- Forum: The View from Houston
- Topic: AI booming Energy Demand
- Replies: 1
- Views: 85
AI booming Energy Demand
From Scientific American Every online AI interaction relies on a scaffolding of information stored in remote servers—and those machines, stacked together in data centers worldwide, require a lot of energy. Around the globe, data centers currently account for about 1 to 1.5 percent of global electric...
- Tue Apr 02, 2024 6:25 pm
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 173
Re: CRK issues 375 m in new debt
Some box of chocolates!
- Tue Apr 02, 2024 9:26 am
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 173
Re: CRK issues 375 m in new debt
Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.