Energy Prospectus

sorry my question was a little unclear. I was referring to the Pemex situation with the Maya production offline from their incident a couple weeks back. Thanks in advance.

do we have any news on the status of Mexico off-shore production?

Apparently the yahoos at Wells Fargo disagree. Give it a downgrade to equal weight and $19 target. Go figure...

Agreed that was a very good case they laid out yesterday. Thanks for hosting.

Thanks Dan. Regarding EQT, have you seen Rusty Braziel's warning of takeaway capacity constraints hitting the Appalachian mkt in the near future? I see on your EQT report they have basis hedges in place for 2021 to limit App exposure to 15%, but I'm wondering if this could be an issue for EQT in 202...

Fantastic Final Thoughts section in the newsletter! Thanks for leading the charge!

is there publicly available data that attempts to estimate the amount of floating storage worldwide?

dan_s wrote:There is only one of me, so I can't cover every company. CNQ is solid.

Fair enough and good point. Thanks for the reply.

Dan, I'm a little suprised CNQ doesn't make the cut in your Sweet 16. Any thoughts on your end...