Energy Prospectus

Thanks Dan,
I am long all of these stocks, but wanted to understand your perspective.
Kevin

Dan, what makes DVN a better Sweet 16 company than FANG at this moment?

Thanks Chuck! Speaking to a few of the lies, the average price of WTI from Jan 2011 to Sep 2014 was $96. In today's dollars that is $128. That means today's WTI of $74 is selling at a 42% discount to a nearly 4 year period in the past. I don't call that expensive by any stretch. If someone wants to ...

Dan, I'm not familiar with this kind of transaction, so I am wondering:

Is PR buying back some of these shares from these private investors?

Thanks
Kevin

If you’ve read Simon Watkins latest book “The New Global Oil Market Order”, it seems to me that the Saudis are still stinging from their last two attempts to flood the market and kill off US producers. 2014-2016 was disastrous as our upstream folks figured out how to make significant reductions in t...

If AR rejoins the Sweet 16, what would leave?

I don’t own XOM, but Depending upon the deal and how much consolidation takes place, I may consider holding XOM. Lots of good acreage. I’m guessing XOM will do more shopping afterwards.

I'm happy to see steady progress in cutting down the storage surplus to the 5 year. Certainly when we look at current vs 5 year ago demand, things look better. However, I'm a bit concerned that our ongoing Higher Than Average continental US temps this summer which lead to the steady decline in surpl...

BTW Dan I really appreciate you adding the Nat Gas Days of Supply chart from Bloomberg to the last podcast. It directly shows how growing demand impacts inventory.

Thanks
Kevin

I agree Chuck, the coming winter cannot be worse than the past one. On top of the fact that a huge portion of the current inventory surplus was due to Freeport being offline, not the weather itself. As for myself, my energy portfolio is 12% mineral royalties, 18% pipelines and 70% upstream. Of the u...