Aegis webinar on now
Posted: Fri May 13, 2022 1:35 pm
https://www.linkedin.com/video/event/ur ... 573108224/
At 8:06 talks about crack spreads, important to refineries..i was on this topic a few weeks ago
I'm bullish on refineries..talking about rationing>> this is unbelievable the damage Biden has done
About $ 55
https://www.energystockchannel.com/quot ... =1+Quarter
Costless collar pricing today for NG next winter 6 on low side, 13.55 high side
Intersting slides at 21 minute mark, low water= low hydro power = more NG
>I agree with dan, double digit NG might be in offing this summer. Ar is my gasser of choice..aside from Oxy, pvd mro & mgy> all half and half oil and gas and no hedges., clr has some ng hedges, no oil
At 8:06 talks about crack spreads, important to refineries..i was on this topic a few weeks ago
I'm bullish on refineries..talking about rationing>> this is unbelievable the damage Biden has done
About $ 55
https://www.energystockchannel.com/quot ... =1+Quarter
Costless collar pricing today for NG next winter 6 on low side, 13.55 high side
Intersting slides at 21 minute mark, low water= low hydro power = more NG
>I agree with dan, double digit NG might be in offing this summer. Ar is my gasser of choice..aside from Oxy, pvd mro & mgy> all half and half oil and gas and no hedges., clr has some ng hedges, no oil