Energy Prospectus

Quite the reversal in WTI. Must be that solar eclipse.

https://www.zerohedge.com/markets/heres-what-will-push-oil-above-100bbl

What are they thinking?
Despite last week's meltup, hedge funds still piled into energy shorts.

Saudis say FU to FJB as Blinken travels to Saudi Arabia.

https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Hikes-Oil-Prices-in-Increasingly-Tight-Market.html

https://twitter.com/SheDrills/status/1775550411291701608 From 2011-14 oil range traded btwn $90-110/bbl. In inflation adjusted dollars...oil should be range trading btwn $124-152/bbl. $80/bbl in 2011 is $120/bbl today. If you don't see oil as cheap here you have recency bias caused by shale oversupp...

Chuck, I'd be interested in your thoughts on the article I posted this evening on the New AI Trade..

Found this article on Zero Hedge behind the paywall on the massive needs for expansion of the electric grid for data centers and all things AI. Lots of info to digest regarding some of the companies recommended by Goldman Sachs. Looks like I've been sleeping for the last year because many of these c...

Lbark I've been invested in LPG since 5/2022. It's paid out S9.50 in special dividends in less than two years. The company has expanding operating margins of 67%,ROIC 22% and a FCF yield % of 6%. The price to economic book value at terminal zero growth is $120/share. STNG and TNK have much faster pr...

Worth a read..
https://archive.ph/CkOkN

Big fan of ARCH. Has backed off a double top of 185. FCF yield of 10%, ROIC is 24% and its price to economic book value at zero growth is worth $370.