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skipmcgee

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Everything posted by skipmcgee

  1. Yeah, that's what I actually meant.
  2. 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.
  3. CHK is a dog.
  4. Can I get a $73?
  5. Maduro was "reelected". Guess there won't be any new production in Venezuela for a while.
  6. Wasn't Big XII ready.
  7. Just set a trailing stop loss (maybe 5% or 10%?).
  8. That's actually really interesting.
  9. It was Trinity Valley then over to St. Andrews.
  10. WTI at $70.42. The last time WTI was above $70/bbl was in November of 2015.
  11. Fan-fucking-tastic
  12. I like it.
  13. Are you talking about the "list guy"? I thought he got banned.
  14. 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
  15. Why is 247 so low on Roschon Johnson?
  16. Jagged Peak is issuing $400MM in senior unsecured notes. Curious to see how XOM's earnings release Friday goes. Consensus EPS is $1.15.
  17. Trudeau is pushing for Trans Mountain to be built over the objections of BC. WCS/WTI discount has shrunk significantly.
  18. Very nice. Too bad the undergrad doesn't get the same ranking, because of the way that USNWR's algorithm favors small private schools.
  19. https://www.wsj.com/articles/what-happened-to-the-oil-glut-1523546157 Global oil inventories fall to their lowest level in over three years.
  20. https://www.eia.gov/todayinenergy/detail.php?id=35692# US production is projected to continue to be dominated by PADD 3 and by light sweet crude (ie from tight formations). Medium sour (Alaska and L48 offshore) is projected to fall from 30% of present production to 18% in 2050.
  21. WTI to $65.10. Up on easing tensions between the US and China and rising tensions in the Middle East.
  22. Completely forgot. Now Higgins is definitely going to want to be a TE and join him at Ohio State(?).
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