Interesting data points since January.
https://archive.ph/UrfTo
Search found 378 matches
- Fri Mar 29, 2024 2:00 pm
- Forum: Other topics of interest
- Topic: Looks like the market found a sector called energy
- Replies: 1
- Views: 694
- Thu Mar 28, 2024 1:51 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy (VTLE) Valuation Update - Feb 22
- Replies: 2
- Views: 502
Re: Vital Energy (VTLE) Valuation Update - Feb 22
Dan, any thoughts that Permian could buy Vital?
- Thu Mar 28, 2024 10:06 am
- Forum: Other topics of interest
- Topic: Looks like the market found a sector called energy
- Replies: 1
- Views: 694
Looks like the market found a sector called energy
Time to buckle up boys and girls…
https://www.zerohedge.com/energy/stars-are-aligning-energy-sector-catch
And Texas is going to need it after this Mother Nature episode..
https://www.zerohedge.com/energy/green-energy-beaten-black-and-blue-video-shows-massive-hail-damage-texas-solar-farm
https://www.zerohedge.com/energy/stars-are-aligning-energy-sector-catch
And Texas is going to need it after this Mother Nature episode..
https://www.zerohedge.com/energy/green-energy-beaten-black-and-blue-video-shows-massive-hail-damage-texas-solar-farm
- Sat Mar 23, 2024 1:49 pm
- Forum: Other topics of interest
- Topic: What happens when this comes to America
- Replies: 0
- Views: 690
What happens when this comes to America
https://www.zerohedge.com/commodities/drone-attacks-hit-another-russia-refinery-swing-producers-refining-capacity-drops
- Sat Mar 23, 2024 1:28 pm
- Forum: The View from Houston
- Topic: Jeff Currie resurfaces
- Replies: 3
- Views: 398
Re: Jeff Currie resurfaces
Looks like Congress is waking up to the IEA BS..
https://twitter.com/ericnuttall/status/1770807620699389967
https://twitter.com/ericnuttall/status/1770807620699389967
- Sat Mar 23, 2024 1:18 pm
- Forum: The View from Houston
- Topic: Jeff Currie resurfaces
- Replies: 3
- Views: 398
Re: Jeff Currie resurfaces
https://seekingalpha.com/article/4678308-this-iea-oil-market-report-reeks-of-political-motivation
- Tue Mar 19, 2024 6:49 pm
- Forum: Other topics of interest
- Topic: Saudi Aramco CEO says energy transition is failing, world should abandon ‘fantasy’ of phasing out oil
- Replies: 0
- Views: 382
Saudi Aramco CEO says energy transition is failing, world should abandon ‘fantasy’ of phasing out oil
Biden, Granholm and Podesta won't win a pissing contest with the Saudis.
https://www.cnbc.com/2024/03/18/saudi-aramco-ceo-says-energy-transition-is-failing-give-up-fantasy-of-phasing-out-oil.html
https://www.cnbc.com/2024/03/18/saudi-aramco-ceo-says-energy-transition-is-failing-give-up-fantasy-of-phasing-out-oil.html
- Tue Mar 19, 2024 4:34 pm
- Forum: Other topics of interest
- Topic: Chevron Exxon Tug of War over Hess Guyana Interests
- Replies: 5
- Views: 497
Re: Chevron Exxon Tug of War over Hess Guyana Interests
Interesting thoughts, Fraser. WSJ had an article on the HES-CVX merger two weeks ago. Seems as if the traders weren't buying it would happen as HES is trading 20 points lower than the take out price. Wonder whether XOM would bust up it's deal for PXD to bid for HES. Sounds like Guyana is more promis...
- Mon Mar 18, 2024 2:06 pm
- Forum: Other topics of interest
- Topic: Exxon Chief Darren Woods Has Conquered The Woke ESG Giant
- Replies: 0
- Views: 394
Exxon Chief Darren Woods Has Conquered The Woke ESG Giant
Dan Yergin, vice chairman of S&P Global added: "The energy companies have demonstrated a discipline in their capital investment and have been responsive to investors. You can see that in their spending and that's refurbished the social contract between the companies and investors.” https://...
- Sun Mar 17, 2024 7:52 pm
- Forum: Other topics of interest
- Topic: Worth a read
- Replies: 2
- Views: 426
Re: Worth a read
Thanks for sharing ,Fraser. On the thoughts about accumulating hard assets like residential real estate, I live in an affluent area of Scottsdale ,AZ where in one neighborhood called DC Ranch, a spin off company of BlackRock, Invitation Homes has bought 73 homes in the community of which 51 are empt...