Energy Prospectus

Nobody commentates on the LNG fiasco better than HotAir

https://hotair.com/tree-hugging-sister/2024/01/26/in-pathetic-potatus-pander-wh-pulls-lng-football-just-before-winning-kick-n607590

I wonder if Germany got the memo.

https://archive.ph/6iMVG

https://www.tradingview.com/news/DJN_SN20240124009917:0/

Thank you for posting your list, Cliff.

IEA,IAEA,WHO,UN,UNESCO,IMF,WTO,ITU,WMO,UNICEF,ICC,IFC,IFA,IBRD, and it goes on. Regardless, it's all one big glop of globalist s*** !

While you are waiting for oil and nat gas to rise in price ,check into the shipping industry. Unlike the IEA which manipulates the price of oil in conjunction with CTAs, there doesn’t seem to be an entity comparable in the shipping industry. And with all the mayhem in the world, shipping rates unlik...

Perhaps as a constructive thought, free cash flow yield ( leveraged or unleveraged) would be a more helpful gauge in following a company’s quarterly or yearly metrics. Certainly more of a dynamic indicator as is return on invested capital.

Well written column on EV by Mish Sherlock

https://mishtalk.com/economics/2-billion-in-subsidies-only-2-ev-stations-opened-the-holdup-is-social-justice/

To the paper traders the world no longer revolves around oil. It revolves around China.

sl6886, I’d check out LPG, TRMD and INSW for growth and income, STNG and GASS for growth. My favorite is INSW which has an ROIC of 26%, FCF yield of 17% and price to economic book value of 0.3 meaning at zero growth the value of INSW is around 150 dollars/share. It pays a 9.5% dividend. Another ship...