Search found 381 matches
- Thu Apr 11, 2024 11:51 am
- Forum: Other topics of interest
- Topic: Thought provoking comments by Adam Rozencwajg
- Replies: 0
- Views: 194
Thought provoking comments by Adam Rozencwajg
"We believe today’s North American natural gas market resembles that uranium market: despite widespread investor pessimism, it too is about to slip into “structural deficit”. Careful research and a differentiated outlook may reward the enterprising natural gas investor just as large profits acc...
- Thu Apr 11, 2024 11:46 am
- Forum: The View from Houston
- Topic: OPEC's Monthly Report
- Replies: 4
- Views: 197
Re: OPEC's Monthly Report
The drumbeat for oil nationalization will return this summer. The leftists in government(those behind the Biden paywall) play for keeps. This opinion from two years ago only the mantra will not be to nationalize for climate change and green energy but for lowering gas and energy prices..to save Demo...
- Tue Apr 09, 2024 3:31 pm
- Forum: The View from Houston
- Topic: Oil Price Forecast - April 9
- Replies: 3
- Views: 199
Re: Oil Price Forecast - April 9
Just as Truman attempted to nationalize the steel industry during the Korean War, who's is to say that Biden wouldn't attempt to do the same with energy? Look what happened with student loan debt forgiveness in front of SCOTUS. He lost big time but gave them an FU salute and is doing it again. What'...
- Mon Apr 08, 2024 2:53 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - April 8
- Replies: 3
- Views: 196
Re: Oil & Gas Prices - April 8
Quite the reversal in WTI. Must be that solar eclipse.
https://www.zerohedge.com/markets/heres-what-will-push-oil-above-100bbl
https://www.zerohedge.com/markets/heres-what-will-push-oil-above-100bbl
- Sun Apr 07, 2024 11:15 pm
- Forum: Other topics of interest
- Topic: Energy , from worst to first
- Replies: 1
- Views: 229
Re: Energy , from worst to first
What are they thinking?
Despite last week's meltup, hedge funds still piled into energy shorts.
Despite last week's meltup, hedge funds still piled into energy shorts.
- Sat Apr 06, 2024 11:51 am
- Forum: The View from Houston
- Topic: Why does the oil prices keep going up?
- Replies: 3
- Views: 273
Re: Why does the oil prices keep going up?
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://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Hikes-Oil-Prices-in-Increasingly-Tight-Market.html
- Sat Apr 06, 2024 10:57 am
- Forum: The View from Houston
- Topic: Why does the oil prices keep going up?
- Replies: 3
- Views: 273
Re: Why does the oil prices keep going up?
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...
- Sat Apr 06, 2024 10:33 am
- Forum: Other topics of interest
- Topic: looks like springtime for Canadian oil
- Replies: 1
- Views: 198
- Tue Apr 02, 2024 11:31 pm
- Forum: The View from Houston
- Topic: AI booming Energy Demand
- Replies: 1
- Views: 94
Re: AI booming Energy Demand
Chuck, I'd be interested in your thoughts on the article I posted this evening on the New AI Trade..
- Tue Apr 02, 2024 11:29 pm
- Forum: Other topics of interest
- Topic: The Next AI Trade
- Replies: 2
- Views: 160
The Next 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...