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The fightback over the climate scam by crackpots like Al Gore & John Kerry has made it into the mainstream media in America. Jimmy Dore says climate models were wrong. 'How can you believe predictions based on models'? youtu.be/0BrjTqhI0t0?si… via @YouTube
youtube.com
YouTube
Ice Levels Dramatically INCREASE In Antarctica!
This is exactly how 'greenhouse gas' has been distorted. The biosphere is a massive dynamic structure no longer driven by only by the mechanics of geology, continental shift & the sun. Life is now a driving force in our evolving world fully based on microorganisms, cells & algae.
Permian shocker! True break-even prices for pure players are $60/b. Used 10-K filings for std measure (SMOG) of future discounted cash flows for PUDs. I subtracted that from SEC price & added in variable OPEX from same 10-K #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
U.S. SHALE FIRMS are struggling with disappointing output from wells spaced too closely together: wsj.com/articles/a-fra…
wsj.com
A Fracking Experiment Fails to Pump as Predicted
Encana’s supersize fracking operation was widely expected to represent a new era in the U.S. drilling boom for oil and natural gas. But the wells’ results have fallen significantly, raising questions...
How are industry claims of break-even prices of $40-$50 credible when 96% of tight oil-weighted E&P companies had negative cash flow* in Q1 2019 at average Q1 WTI spot price of $54.85? #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
WTI oil-price volatility remains high following May price collapse. Increasing volatility is usually a signal for lower oil prices. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
The call options VCs buy have potential payoffs that follow what Nassim Taleb calls: "a power law type of statistical distribution, with big, near unlimited upside but because of optionality, limited downside.” All a VC can lose financially is what they invest - capped downside.
O&G stocks are HATED right now. Smart investors understand that the value of an investment is the PV of ALL its cash flows at (blank) discount rate. MOST O&G Cos. are trading at PV of their cash flows discounted at 25%+! W/ zero value attributed to non cash flowing assets. BUY
This is a supply problem. Not a good future for WTI when production > consumption.
Permian DUCs were within pre-oil price collapse range until Jan 2017 but are now 2.5 times that upper limit. Yet the percent of DUCs vs producing wells is less than the Bakken & Eagle Ford. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
U.S. Crude + Refined Products net long positions inc +22 mmb wk ending Mar 29 from 592 to 614mmb (Mar 29 vs Mar 23 ) & WTI increased +$0.87 to $65.03. Long positions outnumber short positions by 12:1. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
WTI futures fell -$0.33 Mar 26 vs Mar 23 to $65.55 although the avg price wk ending Mar 23 vs Mar 16 was +$2.85 higher. Front-to-back month backwardation was $2.76/barrel on Mar 26. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
ConocoPhillips’ 2017 Eagle Ford wells have steeper decline rate than wells from previous years despite higher initial production levels. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
U.S. crude + refined products net long positions dec-18 mmb from 561 TO 543 mmb (Mar 13 vs Mar 6 ) & WTI Fell -$0.40 to $61.30. Net long positions have fallen -160 mmb since late Jan. Long outnumber short positions by 10:1. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
Eagle Ford gas-oil ratio is increasing from volatile oil to condensate. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC #natgas #NaturalGas #shale
17% of world production is unconventional including tight oil, oil sands and deep water production. World conventional oil production peaked in 2016 at 71.1 mmb/d surpassing the previous 2005 peak of 69.3 mmb/d. #OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC
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