I was chatting in the group shamless plug 🤣 but I thought. why not put these thoughts in a post. So here are iam with Random Thoughts by NOT Jack Handy 😁 I'm still long, but I'm going to start accelerating my rotation from tech and comm services and really focus on materials and energy. I will start on Monday. here are some randos I peeked at scanning my watchlists. in no particular order $イントレピッド・ポタッシュ(IPI.US)$ $ジム・インテグレーテッド・シッピング・サービシズ(ZIM.US)$ $ヴァーレ(VALE.US)$ long cons...
Despite oversupply, a bullish case for natural gas exists due to rising demand and expanding U.S. exports. Investors should focus on companies like Chesapeake Energy and Cheniere Energy that can capitalize on growth and withstand low prices.
We're positive on midstream in 2023 due to solid fundamentals, strong FCF and attractive cash returns to shareholders. And with China reopening and strong European demand, U.S. LNG exports will remain strong, recommend LNG,TRG,EPD,ET,PAA. 1. Strong US LNG on robust Europe demand and low US prices. U.S. LNG exports will remain strong as Europe seeks to displace Russian gas supplies. As China reopens, there could be upward pressure on global LNG prices. ...
Oil stocks, like the companies they represent, tend to do best when oil prices are high. Best-performing oil stocks Oil stocks are the biggest winners in the S&P 500, enjoying a rise of over 100% so far in 2022, according to data from online trading platform CMC Markets. If the upward trend continues, investors looking to take advantage of the S&P 500 best performers could do well from crude oil stocks. These are the stocks in the Dow Jones Oil & Gas Index with...
The European Commission is unlikely to include an immediate cap on natural gas prices in the emergency measures it is set to propose today. The measures will be designed to ease the energy crisis but EU member states remain divided over the price cap issue. The European Commission is expected to propose a “maximum dynamic price” on the natural gas futures traded at the Title Transfer Facility (TTF), the benchmark for the European g...
Central for Liquefied Natural Gas (CLNG) executive director Charlie Riedl told NGI that while LNG dynamics are expected to accelerate this decade, buoyed by Russia’s invasion of Ukraine, facility and pipeline expansion will be “mission critical”, with a focus on connecting the Permian Basin and the Haynesville Basin to LNG export terminals. Experts note that while new projects are underway, the timing will see a lag. The Freeport LNG export facility...
Danish and Swedish authorities are investigating unexplained leaks of gas in the sea from both Nord Stream 1 and Nord Stream 2 pipelines from Russia to Germany—leaks that Germany suspects could be the result of sabotage, while Russia says sabotage cannot be ruled out right now. Both Nord Stream 1 and 2 are currently offline. Russia shut down Nord Stream 1 indefinitely early this month, saying Western sanctions had prevented turbine repa...
coop2366 : thank you for sharing
101633546 : thanks !
JohnCS : thanks iam!
humorous Squirrel_48 : CLF
Liiii : If natural gas gonna be below a dollar, does ipi will be dropping as well?
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