Search found 200 matches

by mikelp
Tue May 02, 2023 9:01 am
Forum: The View from Houston
Topic: Crude and NG getting crushed
Replies: 6
Views: 1272

Re: Crude and NG getting crushed

the Biden economy is a train wreck
and the market is not optimistic that Jello-Brains-Joe will negotiate in good faith with the GOP House on the debt limit

Houston we have a problem
by mikelp
Wed Dec 07, 2022 10:28 am
Forum: The View from Houston
Topic: U.S. oil production likely to decline after November
Replies: 4
Views: 738

Re: U.S. oil production likely to decline after November

Dan,
thanks for your feedback
we paid avg of $3.49/gal in south Florida for unleaded gasoline just 3 weeks ago
today prices are just below $3.00/gal in NW Florida
don't see these low prices lasting long
by mikelp
Tue Dec 06, 2022 10:19 am
Forum: The View from Houston
Topic: U.S. oil production likely to decline after November
Replies: 4
Views: 738

Re: U.S. oil production likely to decline after November

Dan: your opinion is requested, I think you have touched on this in your other posts, how long will Team Biden we able to continue draining the SPR to pad these weekly EIA petroleum status reports? we all realize this has been done to pressure domestic gasoline prices to help Democrats buy the midte...
by mikelp
Thu Sep 15, 2022 8:56 pm
Forum: Other topics of interest
Topic: Insurgent on the lose
Replies: 4
Views: 790

Re: Insurgent on the lose

great report!

Gov Ron DeSantis should have provided a Classic My-Pillow to each of the 50 illegal 'migrants' he had flown to Martha's Vineyard. Their arrival seems to have caused a public health catastrophe there. Maybe Obama can put them up at his multimillion dollar mansion there.
by mikelp
Wed Sep 14, 2022 11:59 am
Forum: Sweet 16 Portfolio
Topic: The Gassers are going to have great Q3 results
Replies: 5
Views: 1207

Re: The Gassers are going to have great Q3 results

nice to see the big rally at $CRK Jerry Jones needs some good news these days the Cowboys looked horrible in Sunday night game, got whupped good by Brady and the Bucs and their QB Dak is out for weeks with the thumb injury, all they got is a taxi squad backup QB to fill in another bad week and we'll...
by mikelp
Fri Sep 09, 2022 4:10 pm
Forum: The View from Houston
Topic: Yellen END Fossil Fuel Dependency
Replies: 5
Views: 1332

Re: Yellen END Fossil Fuel Dependency

we know Yellen is repeating White House talking points that are B.S. but we all probably know Democrats in our lives that drink the DNC kool-aid, watch MSNBC, believe all the spin & B.S. from this White House and it's utterly useless to try to talk sense to them when I ask them why they haven't ...
by mikelp
Sun Jun 12, 2022 8:01 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 11
Replies: 5
Views: 1540

Re: Sweet 16 Update - June 11

thanks Dan,
appreciate your timely analysis of the energy sector
as we navigate volatile markets

have a great week!
by mikelp
Thu Jun 09, 2022 10:26 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Updated Valuations - June 8
Replies: 4
Views: 946

Re: Sweet 16 Updated Valuations - June 8

two "outside the box" ideas for the Energy HY Income portfolio... SJT - 100% natgas Royalty Trust, no debt, no hedges, pays monthly distributions, Hilcorp is the operator. Last monthly distribution was based on March natgas sales/pricing. Next distribution declaration date is 6/17 http://w...
by mikelp
Thu Jun 09, 2022 7:19 am
Forum: The View from Houston
Topic: Reason for dip in the natural gas price - June 8
Replies: 2
Views: 654

Re: Reason for dip in the natural gas price - June 8

Dan
how significant is this event relative to LNG exports, any updates on how long this terminal could be shut down/restart ?
tia
by mikelp
Mon Jun 06, 2022 7:56 am
Forum: Other topics of interest
Topic: Honor our Veterans D-Day Anniversary
Replies: 0
Views: 349

Honor our Veterans D-Day Anniversary

today marks the 78th anniversary of D-Day
God Bless America!

https://abcnews.go.com/International/wi ... s-85205896