The view from PV Mexico - July 16

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dan_s
Posts: 37310
Joined: Fri Apr 23, 2010 8:22 am

The view from PV Mexico - July 16

Post by dan_s »

No podcast today as we are in Puerto Vallarta with friends until Tuesday. We are having a great time. The weather is wonderful each day and heavy rain each night. The mountains are bright green thanks to the rain. Much cooler than Houston.

Sweet 16 pullback caused by overall market Fear of the Fed and the coming collapse of Europe as Putin is winning the "Sanction War".

For the Sweet 16, I would have to use $60 WTI and $3 HH ngas prices to come close to the current stock prices.

We have a live webinar on Wednesday.
Dan Steffens
Energy Prospectus Group
Fraser921
Posts: 3240
Joined: Mon Mar 22, 2021 11:48 am

Re: The view from PV Mexico - July 16

Post by Fraser921 »

NG rallied hard on Friday afternoon bringing the gassers with them

I'm watching refinery stocks and the names are down 25 % with record profits in the offing

This qtr's earnings reports will be interesting
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