Energy Prospectus

Diesel shortage article in WSJ today. VLO, MPC and XOM listed as major players.

https://www.wsj.com/articles/diesel-hit ... 1668549062

Valero up 27% in 6 weeks. Any notion of which refiner is the best play on diesel?

Kimmeridge Energy Management Company, LLC was the SBOW suitor. It is a Manhattan based private equity group which invests in special situations by acquiring and managing energy stocks. From the Kimmeridge web site: "Our flagship strategy focuses on unconventional US oil and gas assets at the fr...

Ouch, down again

I have been buying the dips and have accumulated a position that's out of proportion for my portfolio. I expect to do well...we will see. Too many factors are positive for this company to ignore.

Goldman Sachs predicts lower natural gas prices in Europe [and the US} https://www.barrons.com/articles/natural-gas-prices-europe-goldman-51663090649 NOAA predicts LaNina with over 90% certainty. Some are calling it a triple dip LaNina https://www.climate.gov/news-features/blogs/september-2022-la-ni...

The market likes the announcement ... LPI is up 16% so far today.

Thanks for starting the options thread. It should be reasonably safe to play covered call options. The obvious disadvantage is being called out on a stock you like. In my situation I am extremely over invested in the sweet 16 and have been judiciously taking profits; covered calls should be a reason...

Dan, thanks for reviewing the results. Do you believe the " Return of Capital Program" could eventually result in a dividend? Are you surprised the AH trading turned negative?

EU discusses classifying natural gas as green with some conditions and controversy. "Natural gas investments can be counted as green until at least 2030 if their carbon emissions are under a fixed threshold, which is estimated to mean it will produce no significant environmental harm" If t...