Energy Prospectus

Dan's weekly is out early.

-Good intel from Riley REPX. Recent dip provides attractive entry price at 29.31, TP 50.00
-Potential upside if ng pricing improves, taking it to zero, does not materially impact numbers
-Crude futures for q2 about 85, Dan using 82.50 in models means upside potential

Refineries do well when crack spreads widen. "Big incentive to buying crude to maximize runs". Good for crude prices too

Took positions in PSX, DK, PARR

https://x.com/Energy_Tidbits/status/1778948167964274929

https://x.com/sgtvaladez/status/1779288365398913041?s=46&t=pgzzFESpRCcPkSe1KLcphQ

I like APA, don't own it ,but the price hasn't rallied like the others
The Canadians are looking good and will surprise to the upside

The big guy came back from his vacation to pretend he is on top of things. He said "don't" yesterday. Didnt they get the message? https://nypost.com/2024/04/13/world-news/iran-launches-wave-of-drone-attacks-at-israel-report/ Israel is chomping on the bit to hit them back. Oil will rise on ...

Free NG, only condition is you get cash but must carry. Can you imagine the business opportunity if you could make a truck that could convert the free NG to LNG and transport it away to Calif? :idea: PS: I can't wait for CRK earnings call. I'm clearing my calendar. I'm sure they will tell us don't w...

Thank you for that.

Oh, I thought it was because Biden warned Iran not to retaliate or he won't send them another 6 billion.

they just want your name and email. After you fill it out the video will pop up

try again with this link

https://info.aegis-hedging.com/webcast-replay-april-4-2024?utm_content=288477457&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3352671

If it doesnt work, let me know

https://info.aegis-hedging.com/webcast-replay-april-4-2024?utm_content=288477457&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3352671