Search found 34659 matches
- Wed Apr 24, 2024 3:01 pm
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - Apr 24
- Replies: 2
- Views: 122
Re: EIA - Weekly Petroleum Report - Apr 24
Interesting comments from HFI Research EIA oil storage report was fairly bullish today with the crude draw of 6.4 million bbls outpacing our forecast of -4.33 million bbls. More importantly in these weekly reports, we watch just how accurate we are at estimating US crude production. And so far, thin...
- Wed Apr 24, 2024 3:00 pm
- Forum: Picks and tips from the EP community
- Topic: Watch List: SRR.V for high yield
- Replies: 4
- Views: 364
Re: Watch List: SRR.V for high yield
A Passive Foreign Investment Company (PFIC) is a corporation located abroad that meets one of two conditions based on either income or assets: Income Test: At least 75% of the corporation’s gross income is “passive,” which means it is derived from investments or other sources not related to regular ...
- Wed Apr 24, 2024 11:37 am
- Forum: Sweet 16 Portfolio
- Topic: Matador Resources (MTDR) Valuation Update - Apr 24
- Replies: 0
- Views: 60
Matador Resources (MTDR) Valuation Update - Apr 24
I now expect Matador's 2024 production to meet (likely exceed) the top of the guidance range put out in February of 153,000 to 159,000 Boepd (91,000 to 95,000 BOPD). Matador's hedges are just basis swaps on some of their natural gas, so only minor impact on their realized commodity prices. They repo...
- Wed Apr 24, 2024 10:40 am
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - Apr 24
- Replies: 2
- Views: 122
EIA - Weekly Petroleum Report - Apr 24
Summary of Weekly Petroleum Data for the week ending April 19, 2024 U.S. crude oil refinery inputs averaged 15.9 million barrels per day during the week ending April 19, 2024, which was 42 thousand barrels per day less than the previous week’s average. Refineries operated at 88.5% of their operable ...
- Wed Apr 24, 2024 9:48 am
- Forum: Picks and tips from the EP community
- Topic: InPlay Oil (IPOOF) Notes from Apr 23 Luncheon
- Replies: 0
- Views: 86
InPlay Oil (IPOOF) Notes from Apr 23 Luncheon
Bottomline: InPlay is in Great Shape and the stock should be a double for us within a year. I have updated my valuation to $4.35US for IPOOF. IPO.TO is trading at $2.495Cdn ($1.78US) this morning. Dividend yield is ~7.2% Notes from yesterday. The CEO of InPlay Oil, Doug Bartole made an impressive p...
- Wed Apr 24, 2024 8:57 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere upsides and polymer injection
- Replies: 3
- Views: 222
Re: Hemisphere upsides and polymer injection
It was not in the new area. I think they were testing deeper zones within Atlee Buffalo.
- Tue Apr 23, 2024 6:44 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - April 23
- Replies: 0
- Views: 86
Oil & Gas Prices - April 23
Trading Economics: Crude Oil >WTI crude futures rebounded toward $83.50 per barrel on Tuesday, after falling to as low as $80.85 earlier in the session driven by optimism that disappointing PMI data might prompt interest rate cuts to pick up pace and boost oil demand. Activity increased at a slower ...
- Tue Apr 23, 2024 6:44 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - April 223
- Replies: 0
- Views: 31
Oil & Gas Prices - April 223
Trading Economics: Crude Oil >WTI crude futures rebounded toward $83.50 per barrel on Tuesday, after falling to as low as $80.85 earlier in the session driven by optimism that disappointing PMI data might prompt interest rate cuts to pick up pace and boost oil demand. Activity increased at a slower ...
- Tue Apr 23, 2024 6:33 pm
- Forum: Other topics of interest
- Topic: Rising electricity demand from AI
- Replies: 1
- Views: 97
Rising electricity demand from AI
For more than 30 years, demand for electricity has held steady or even fallen. But in the next five years, that demand is set to grow by 38 gigawatts — the equivalent of 34 new nuclear plants. This is putting a tremendous strain on electric utilities, like Georgia Power. The Peach State’s state’s la...
- Tue Apr 23, 2024 3:53 pm
- Forum: Sweet 16 Portfolio
- Topic: Matador Resources (MTDR) Q1 Results - April 23
- Replies: 1
- Views: 127
Matador Resources (MTDR) Q1 Results - April 23
By now you all should know that Matador likes to "Under-Promise and Over-Deliver" on production guidance. First Quarter 2024 Matador Operational and Financial Highlights Average production of 149,760 BOE per day (84,777 barrels of oil per day) < Beat my forecasts of 144,500 Boepd and 83,00...