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skipmcgee

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Everything posted by skipmcgee

  1. 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.
  2. Crude: -2.6 mmbbl Gasoline: -1.6 mmbbl Distillates: -800 mbbl
  3. I like it.
  4. Does this answer your question?
  5. Yeah, that's what I actually meant.
  6. 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.
  7. CHK is a dog.
  8. Can I get a $73?
  9. Maduro was "reelected". Guess there won't be any new production in Venezuela for a while.
  10. Wasn't Big XII ready.
  11. Just set a trailing stop loss (maybe 5% or 10%?).
  12. That's actually really interesting.
  13. It was Trinity Valley then over to St. Andrews.
  14. WTI at $70.42. The last time WTI was above $70/bbl was in November of 2015.
  15. Fan-fucking-tastic
  16. I like it.
  17. Are you talking about the "list guy"? I thought he got banned.
  18. Marathon is buying Andeavor for $20B+. Quick math suggests that they'd pass PSX as the biggest downstream co. https://www.wsj.com/articles/marathon-petroleum-to-buy-andeavor-for-more-than-20-billion-1525054049
  19. Why is 247 so low on Roschon Johnson?
  20. Jagged Peak is issuing $400MM in senior unsecured notes. Curious to see how XOM's earnings release Friday goes. Consensus EPS is $1.15.
  21. Trudeau is pushing for Trans Mountain to be built over the objections of BC. WCS/WTI discount has shrunk significantly.
  22. Very nice. Too bad the undergrad doesn't get the same ranking, because of the way that USNWR's algorithm favors small private schools.
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