Energy Prospectus

Thanks Dan,
Looking forward to studying the Forecast Model.
Kevin

Dan,
How much of the market's disappointment in Talos is because they only looked at the headline earnings and did not take into account the massive debt payoff?
Thanks
Kevin Gardiner

Thanks Chuck,
I really appreciated the Stephanie Pomboy link.
Kevin

I have to agree with Dan. I follow the Fed and Bond markets quite closely. Every time either even gets the sniffles, oil prices fall. If Bond Rates rise or the Fed raises its Funds Rate, this strengthens the dollar and lowers the price of oil. As a result energy stocks fall. If inflation rises or jo...

If the US gets more of these large 20 year LNG contracts, and we move from Tier I to mostly Tier II and III acreage, Henry Hub is going to soar in a few years.

Kevin

Thanks for the link Dan & Sabrina!

Chuck, I'm finally done plowing today.
I've actually been roasting in the truck, trying to keep the blasts of snow off the windshield as I hit each snowdrift.
An additional foot of snow since my last post.
I'm keeping oil demand up all by myself.

Kevin

Darn, it took longer to plow show up here in MN than planned. I missed the webcast. Sure hope they provide a replay link.

Kevin

Dan, Thanks for the explanation of how paper traders are forced to take losses on gas contracts, thus driving down front month gas prices. Looking forward at the NOAA climate predictions this summer, it looks bullish to me for utility draws. https://www.cpc.ncep.noaa.gov/products/predictions/long_ra...

Thanks Dan,

I think the new gas prices for FMV forecasting make a lot of sense.
Are you planning to make any changes in crude prices for 2023 and 2024 forecasting?

Kevin

I figured out what the forecast download issue was. I had too many completed downloads listed across the bottom of my browser. Until I deleted them it wouldn't let me download any more files. There were no popups or any other error indicator to tell them this. Just Silence ... FYI: I was using Googl...