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skipmcgee

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Everything posted by skipmcgee

  1. 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.
  2. And that is why CME and ICE are launching Houston delivery futures.
  3. Well it doesn't exist anywhere, because it's fake.
  4. 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.
  5. If that happens, XOG, SRCI, PDCE, BCEI, and HPR are fucked.
  6. Turns out it was Matador. https://www.bloomberg.com/news/articles/2018-09-13/matador-revealed-as-mystery-buyer-of-record-permian-acreage-sale
  7. 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.
  8. 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.
  9. Crude: -2.6 mmbbl Gasoline: -1.6 mmbbl Distillates: -800 mbbl
  10. I like it.
  11. Does this answer your question?
  12. Yeah, that's what I actually meant.
  13. 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.
  14. CHK is a dog.
  15. Can I get a $73?
  16. Maduro was "reelected". Guess there won't be any new production in Venezuela for a while.
  17. Wasn't Big XII ready.
  18. Just set a trailing stop loss (maybe 5% or 10%?).
  19. That's actually really interesting.
  20. It was Trinity Valley then over to St. Andrews.
  21. WTI at $70.42. The last time WTI was above $70/bbl was in November of 2015.
  22. Fan-fucking-tastic
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