Energy Prospectus

While checking status of TMX I came across this that seems a bit newsworthy: Approximately 70 kilometres of pipeline construction is now complete between Bridal Veil Falls to Abbotsford, as well as the completion of the Sumas Terminal expansion. The Fraser Valley included more than 100 trenchless cr...

Saudis adding natural gas to their arsenal.

https://www.siasat.com/saudis-aramco-discovers-15-trillion-cubic-feet-gas-reserves-in-jafurah-field-2982663/

For your viewing

https://youtu.be/dcyEo98Vc1Y?si=JYEmp6s_xf1HO9lb

Fraser, which is the better value right now: TK or TNK?

HOUSTON--(BUSINESS WIRE)--Feb. 21, 2024-- Enterprise Products Partners L.P. (NYSE: EPD) today announced that certain of its affiliates have acquired interests in Whitethorn Pipeline Company LLC (“Whitethorn”) and Enterprise EF78 LLC (“EF78”) from affiliates of Western Midstream Partners, LP (“Wester...

WSJ: "For West Coast refiners, Canadian crude involves cheaper shipping costs than those from Alaska. Oil from Canada can be shipped in using internationally flagged tankers, which involve cheaper transportation costs than Jones Act—domestically built, owned and crewed—tankers that must be used...

CRK taking 2 or 3 more rigs out of Hayneville and delaying completions until September would give gas prices a boost. They are losing money on drilling at current prices. A substantive pause would help everybody.

Only sensible option is to sell its Bakken and other non-Permian basins and merge with PR.

Thanks for posting these insights. Makes sense. Sounds like dividends will continue to flow which was a concern. Will take a deeper dive. Again, thanks for taking the time to share the ideas.

I looked at it because I think there is an opportunity in coal. Looks like they must have had a miss on earnings or negative forecast because it was down on high volume last week and analysts are pretty neutral. Accordingly I will await someone giving it a thumbs up. there may be a really good reaso...