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skipmcgee

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Everything posted by skipmcgee

  1. If that happens, XOG, SRCI, PDCE, BCEI, and HPR are fucked.
  2. Turns out it was Matador. https://www.bloomberg.com/news/articles/2018-09-13/matador-revealed-as-mystery-buyer-of-record-permian-acreage-sale
  3. 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.
  4. 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.
  5. Crude: -2.6 mmbbl Gasoline: -1.6 mmbbl Distillates: -800 mbbl
  6. I like it.
  7. Does this answer your question?
  8. Yeah, that's what I actually meant.
  9. 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.
  10. CHK is a dog.
  11. Can I get a $73?
  12. Maduro was "reelected". Guess there won't be any new production in Venezuela for a while.
  13. Wasn't Big XII ready.
  14. Just set a trailing stop loss (maybe 5% or 10%?).
  15. That's actually really interesting.
  16. It was Trinity Valley then over to St. Andrews.
  17. WTI at $70.42. The last time WTI was above $70/bbl was in November of 2015.
  18. Fan-fucking-tastic
  19. I like it.
  20. Are you talking about the "list guy"? I thought he got banned.
  21. 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
  22. Why is 247 so low on Roschon Johnson?
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