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skipmcgee

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Everything posted by skipmcgee

  1. Sterns now has 4 int, tied for most in FBS.
  2. Can this be the new motto?
  3. Pretty sure he lost as a starter at aggy
  4. https://www.wsj.com/articles/energy-company-bonds-surge-on-rising-oil-prices-1538049600 I can't believe that CHK is going to get a credit upgrade.
  5. And that is why CME and ICE are launching Houston delivery futures.
  6. Well it doesn't exist anywhere, because it's fake.
  7. Mid/Cush basis differential has been shrinking since August, but it's still ridiculously high. Capacity is going to be real tight until late 2019/early 2020 when EPIC, BridgeTex, Cactus II, etc come online.
  8. If that happens, XOG, SRCI, PDCE, BCEI, and HPR are fucked.
  9. Turns out it was Matador. https://www.bloomberg.com/news/articles/2018-09-13/matador-revealed-as-mystery-buyer-of-record-permian-acreage-sale
  10. According to DI, the only operators to drill anything after 2015 in 26S 31E of Eddy Co are Conoco, Devon, EOG, and Mewbourne. Could be one of them.
  11. https://www.swn.com/investors/Press_Releases/2018/SWNPressRelease09042018a.pdf SWN finally sold its Fayetteville assets. They were on the market forever, but seems like they got a good price.
  12. Crude: -2.6 mmbbl Gasoline: -1.6 mmbbl Distillates: -800 mbbl
  13. Yeah, that's what I actually meant.
  14. Because there is a longer runway between EF production and capacity, and because even if limits are hit, it would be materially cheaper to ship a barrel by truck from the EF to Corpus or Houston than it would be from the Permian.
  15. Maduro was "reelected". Guess there won't be any new production in Venezuela for a while.
  16. Just set a trailing stop loss (maybe 5% or 10%?).
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