Getting Rich in the Natural Gas, Coal & Oil Patch

[tyfighter3]

Isn't it nice to be Infected with Knowledge.

[Aman A.K.A. Ahamburger]

Aug 27, 2014 0:00:10 GMT -5 tyfighter3 said:

Isn't it nice to be Infected with Knowledge.

 Without a doubt! Reduces the risk of black swans that catch many asleep at the wheel, lol..

[Aman A.K.A. Ahamburger]

So what's the play if Russia cuts off Europe's this winter?

After all the talk about Iraq's southern oil supply not being disrupted, Iraq’s southern oil exports fall by 140,000 bpd so far in August

Also, this article has an interesting take on how serious the problem in the EU could be. Stay

[tyfighter3]

We need to open up our exports ASP and start shipping it to the EU. Germany has already said it would buy all they could get. Energy really does Run the World. NG, we have more than what we need. Our energy policies will dictate if the WORLD makes it or not. JMO This Cap and Trade Bull#$%t will be the Least of our worries.

[bimetalaupt]

Aug 28, 2014 9:29:36 GMT -5 tyfighter3 said:

We need to open up our exports ASP and start shipping it to the EU. Germany has already said it would buy all they could get. Energy really does Run the World. NG, we have more than what we need. Our energy policies will dictate if the WORLD makes it or not. JMO This Cap and Trade Bull#$%t will be the Least of our worries.

T3,
SEVERAL FIRMS OWN PIPE LINES FROM SURPLUS PRODUCTION TO THE PORTS.  IT IS CHEAPER TO CONVERT  NEAR THERE WELLS.

TEXAS UTILITY DID THIS FOR YEAR: BUILD POWER GENERATION FOR DALLAS WEST OF ODESSA,TX IN THE OIL AND GAS FIELD OF THE PERMIAN BASIN.

Just a thought,
BiMetalAuPt
















SEVERAL

[Aman A.K.A. Ahamburger]

So, we are talking export companies? Pipelines? Refiners?

[bimetalaupt]

Aug 28, 2014 21:53:34 GMT -5 Aman A.K.A. Ahamburger said:

So, we are talking export companies? Pipelines? Refiners?

A++++,
REFINERS EXPORT HEAVY OIL (#3 DIESEL) FROM THE VERY HEAVY OIL YOU CANADIANS SEND TO TEXAS.  TEXAS USES METHANE TO REFORM FOR H2 PRODUCTION: WE USE Pt TO CRACK THE VERY HEAVY OIL TO MAKE DIESEL #1, #2 AND #3 FOR EXPORT. IT WILL BE QUICKER TO INCREASE OIL SENT TO TEXAS FOR GERMANY THEN EXPECT TO CREATE NEW OPERATIONS IN TEXAS AND GERMANY WITH NEW SHIPS TO CARRY IT THE LNG.  
IN BID SPRING , TX THE OLD FINA REFINERY WAS RE-ENGINEERED TO TAKE HEAVY OIL FROM CANADA ALSO.  YES, BIG SPRING IS ON THE NEW EXTRA HEAVY UP TRACK NEEDED FOR THE NEXT GENERATION OIL (VERY SAFE) TANK-CARS. 

Just a thought,
BiMetalAuPt
PS: In 10 years we will be using small amount of Electricity to active D2 in a complex of Palladium to make 2500% more energy.  

[Aman A.K.A. Ahamburger]

Niiice.. So essentially pure volume ensures mega profits for any and all aspects of the NA oil patch, per declining oil prices and increase share prices over the last few months. Got to say I'm loving Suncor more all the time.

Oh ya, and they are starting their own wells on fire.

[Aman A.K.A. Ahamburger]

Here you go ....

Natural gas exports set to take off as Energy Department approves two new projects

[bimetalaupt]

Sept 11, 2014 12:59:24 GMT -5 Aman A.K.A. Ahamburger said:

Here you go ....

Natural gas exports set to take off as Energy Department approves two new projects

A++++,
That is bitter sweet. You would not do that if you wanted the cost advantage to go to the heavy industrial base methane is producing: just look at the use of H2 made from reforming CH4.  I would rather convert heavy Canadian oil to diesel with the H2 and sell it to Germany.  
I looked up SRE and the price of the stock has reflected the future income.  
Just a thought,
Bruce

[Aman A.K.A. Ahamburger]

,

Aren't we at a breaking point with NG prices and supply though? As in, we are oversupplied and this will be but one ave to support prices so it will still be cost effective to move the gas around instead of flaring it off?

God bless,

[tyfighter3]

I'm getting to like Larry Summers a Little better.
blogs.wsj.com/economics/2014/09/09/former-obama-economic-adviser-larry-summers-calls-to-lift-oil-export-ban/

[Aman A.K.A. Ahamburger]

The guy is on fire, Ty..

If only he would have said the FED can start using their balance sheet for this... Which they could.

Summers Urges ‘Major’ Spending Plan to Fix U.S. Infrastructure

[bimetalaupt]

Sept 22, 2014 1:20:39 GMT -5 Aman A.K.A. Ahamburger said:

The guy is on fire, Ty..

If only he would have said the FED can start using their balance sheet for this... Which they could.

Summers Urges ‘Major’ Spending Plan to Fix U.S. Infrastructure

A++++,

 SE as a member of the Infrastructure for energy distribution: It took how many years to pipe NG under the Hudson to feed those energy hungry taxies?

Got to love diesel free busses on the Bronx's roads! 

Just a thought,

BiMetalAuPt

[tyfighter3]

I've really been looking at the Oil Patch stocks right now. They have sold off to where they are becoming a great buying oppertunities, OAS, CLR, Wll. OAS extremly sold right now, oil prices still in the 90"s. Fundalmentals still strong. JMO

[bimetalaupt]

Sept 22, 2014 10:57:51 GMT -5 tyfighter3 said:

I've really been looking at the Oil Patch stocks right now. They have sold off to where they are becoming a great buying oppertunities, OAS, CLR, Wll. OAS extremly sold right now, oil prices still in the 90"s. Fundalmentals still strong. JMO

T3,

No: oil price at the well head are in the 70's..The $20 per 42 gallon   goes the truckers.  This is very true of the Midland/Monahan's terminals for oil shipped to Cushing, OK. Also the Canadian oil is greater to move to Port A, TX for refining .  I still think the Pipelines are much more interesting.  My answer is still SE. UNP has added to the super heavy tracks through Abilene, TX for the next generation  heaver tank cars.  Midland is the real bottle neck: Big Spring does have a small pipeline and the ALON refining operation has expanded 50%  this year and is making a killing on the spread.  

Just a thought,

BiMetalAuPt

  

[tyfighter3]

Bruce, I know the well-head price is lower but things like EPD is doing will help them out in the future.
seekingalpha.com/pr/10941665-enterprise-to-hold-open-season-for-proposed-bakken-to-cushing-crude-oil-pipeline

This will elemanate a lot of the truckers and Rail-cars and help in the spread.

I also put money to work today with
CLR bought at 66.29 and was happy with the close at 67.41
OAS bought at 41.53 and also happy with the close of 42.50
WLL boufgt at 76.45 and also happy with the close of 77.70

I know it's only been 5 or 6 hours but you have to start somewhere.

[tyfighter3]

And I'm sure that these Company's are hedgeing their future price they get for their oil. I know I would have been selling most of thier production way in the future when oil was in the 100's. JMO

[Aman A.K.A. Ahamburger]

Sept 22, 2014 2:30:05 GMT -5 bimetalaupt said:

Sept 22, 2014 1:20:39 GMT -5 Aman A.K.A. Ahamburger said:

The guy is on fire, Ty..

If only he would have said the FED can start using their balance sheet for this... Which they could.

Summers Urges ‘Major’ Spending Plan to Fix U.S. Infrastructure

A++++,

 SE as a member of the Infrastructure for energy distribution: It took how many years to pipe NG under the Hudson to feed those energy hungry taxies?

Got to love diesel free busses on the Bronx's roads! 

Just a thought,

BiMetalAuPt

,

I can't remember what show I was watching but I seen one of those buses, they have it across the top that they are natural gas fueled - very cool. Ours here have "biodiesel fueled" all over them. Either way it makes the mid east even more China's problem..

SE- Spectra, Northeast Propose $3 Billion Natural Gas Project

I'm loving TRP this year, been treating us well.

Also, infrastructure repair, like pavement, tarmacs, etc.. need oil. Instead of rolling those tbills into the UST, roll them under steamers into jack hammers, into housing and consumer spending, then into the UST in increased economic growth.

Later,

[bimetalaupt]

Sept 22, 2014 17:11:58 GMT -5 tyfighter3 said:

Bruce, I know the well-head price is lower but things like EPD is doing will help them out in the future.
seekingalpha.com/pr/10941665-enterprise-to-hold-open-season-for-proposed-bakken-to-cushing-crude-oil-pipeline

This will elemanate a lot of the truckers and Rail-cars and help in the spread.

I also put money to work today with
CLR bought at 66.29 and was happy with the close at 67.41
OAS bought at 41.53 and also happy with the close of 42.50
WLL boufgt at 76.45 and also happy with the close of 77.70

I know it's only been 5 or 6 hours but you have to start somewhere.

NEW YORK (TheStreet) -- The Rockefeller family, which made its fortune in oil business, announced over the weekend that its charity arm, the Rockefeller Brothers Fund, will divest of fossil fuel stocks, beginning with coal. Quoted in the Washington Post, President Stephen Heintz said the family was "making a moral case, but also, increasingly, an economic case."

Divestitures themselves haven't pressured the coal, oil and gas industry. But there are indications that a move out of fossil fuel stocks makes sense.

Since peaking three months ago all sorts of oil producers, from EOG (EOG_) and Pioneer (PXD_) to smaller players such as Sanchez (SN_) , Chesapeake (CHK_) and Rosetta (ROSE_) have been following crude prices down. So are the big oil majors, like Exxon Mobil (XOM_) and Chevron (CVX_) , although not as much. Coal companies like Arch Coal (ACI_) continue to circle the investment drain, down a further 44% so far this year, partly in response to increased regulatory pressure. www.thestreet.com/story/12887198/1/why-the-rockefellers-may-be-right-in-ditching-energy-stocks.html?puc=yahoo&cm_ven=YAHOO

WE HAVE A LARGE NUMBER OF DEALS IN THE WORKS O FRAC NEW WELLS FOR THE NEXT 2 YEAR WITH LITTLE GROWTH IN DEMAND.
Just a thought,

BiMetalAuPt

[Aman A.K.A. Ahamburger]

Colour me happy that my favorite oil company is on sale!

Suncor Looks East for Buyers of Canadian Oil

Western Canadian crude is heading across the Atlantic Ocean as Canada’s oil companies seek buyers outside North America.

Suncor Energy Inc. (SU), the largest Canadian oil company by market capitalization, loaded its first tanker of heavy crude from Canada’s eastern coast this week. Enbridge Inc. (ENB)’s Line 9B is scheduled to complete its reversal next month, bringing 300,000 more barrels a day to the Saint Lawrence River, which empties into the Atlantic.

[Aman A.K.A. Ahamburger]

Yes very much like the Dakota's and TX, a couple areas in Canada have high paying jobs thanks to O&G.. Layoffs loom in Alberta’s oil patch

If the US dropped oil imports from outside North America, oil producers in Canada would need to double production. I'm thinking that based on long term future growth, the Canadian oil patch is the place to be.

Canada’s Richest Grain Family Betting on Rebound in Oil

With crude futures collapsing to the lowest in five years, the Richardson’s Tundra Oil & Gas unit last month agreed to buy 550 wells in Manitoba, part of a $410 million divestiture of Canadian assets by EOG Resources Inc. (EOG) Tundra’s biggest purchase ever will boost its output this year by one-third to 32,000 barrels a day, and Chief Executive Officer Ken Neufeld says he remains on the lookout for more deals.

[bimetalaupt]

Jan 5, 2015 17:08:55 GMT -5 Aman A.K.A. Ahamburger said:

Yes very much like the Dakota's and TX, a couple areas in Canada have high paying jobs thanks to O&G.. Layoffs loom in Alberta’s oil patch

If the US dropped oil imports from outside North America, oil producers in Canada would need to double production. I'm thinking that based on long term future growth, the Canadian oil patch is the place to be.

Canada’s Richest Grain Family Betting on Rebound in Oil

With crude futures collapsing to the lowest in five years, the Richardson’s Tundra Oil & Gas unit last month agreed to buy 550 wells in Manitoba, part of a $410 million divestiture of Canadian assets by EOG Resources Inc. (EOG) Tundra’s biggest purchase ever will boost its output this year by one-third to 32,000 barrels a day, and Chief Executive Officer Ken Neufeld says he remains on the lookout for more deals.

A++++,

THE CURRENT DECLINE IN NG PRICES HAVE MADE FOR SOME INTERESTING BUYS.  SJT HAS A TARGET OF 20.50 VS PRICE OF13.51.

DIVIDEND PAY OUT CURRENTLY IS 6.1%.  IN THE NEXT YEAR MANY OF LAST YEARS PIPELINE DEVELOPMENT SHOULD BE ON LINE AND THE PRODUCTION RUN RATE LOWER AS THE DECLINE IN A FRACTED WELL IS LIKE THE GLIDE PATTERN OF A ROCK. 

HIGH RISK TRUE BUT LONG TERM INCOME OVER THE NEXT 20 YEARS COULD MAKE THIS A BUY OF THE CENTURY.

JUST a thought,

BiMetalAuPt

[Aman A.K.A. Ahamburger]

, SJT looks very interesting. The biggest thing I have to watch for right now is currency. When the market recovers down the road so will the Canadian dollar. The extra % on the dividend is nice, but if I'm buying US shares right now it's gotta perform like NOC did last year for us.

I'm picking up ZEO with the dividends that we have to reinvest - Kash is King. Also going to be looking at Canadian banks in the next while. Our housing and labor market have already given them a haircut, and as that situation deteriorates further BMO will continue to sell at more and more of a discount - as I'm sure you know.

God bless,

[tyfighter3]

I'm very happy with WLL with a basis of around 34, now that they are looking for a buyer.
seekingalpha.com/news/2355146-analysts-examine-whiting-as-buyout-auction-reportedly-underway?source=marketwatch

[Aman A.K.A. Ahamburger]

So what do ya think, Ty? Cut off all imports? I mean after watching, Four Years of Oil Drilling Collapse in Seconds, it shouldn't be a Surprise: U.S. Economic Data Have Been the World's Most Disappointing. It's not like we called economic weakness from lower oil prices or anything..

[bimetalaupt]

A++++,

Well, NG is the only thing with an upside in demand not in huge storage. NG will fire boilers for power to reduce CO2 production.   

Just a thought,

BiMetalAuPt

alpha Black Swan event study
STRESS TEST STUDY.......................... 03/19/15
RIDK................................................ 5828.720625
15 MONTH DJIA PROJECTION............... 22130.6519275846
UPSIDE................................................. 4171.62192758458
DJIA UPSIDE/RISK..................................... 71.5701128253%
djia risk/return ..........................................1.3972312750727
Highest risk DJIA................................. 16301.9313025846
PROF/LOSS PER$1.00............................... -$0.28430

[Aman A.K.A. Ahamburger]

Mar 20, 2015 0:44:33 GMT -5 bimetalaupt said:

A++++,

Well, NG is the only thing with an upside in demand not in huge storage. NG will fire boilers for power to reduce CO2 production.   

Just a thought,

BiMetalAuPt

alpha Black Swan event study
STRESS TEST STUDY.......................... 03/19/15
RIDK................................................ 5828.720625
15 MONTH DJIA PROJECTION............... 22130.6519275846
UPSIDE................................................. 4171.62192758458
DJIA UPSIDE/RISK..................................... 71.5701128253%
djia risk/return ..........................................1.3972312750727
Highest risk DJIA................................. 16301.9313025846
PROF/LOSS PER$1.00............................... -$0.28430

Jobs!!! The more NG plans the more coal to China.. Buffet is still buying Suncor, im with him. Upside surprise, cut off OPEC?? God bless.

[tyfighter3]

A must read on Export Ban.
seekingalpha.com/article/3019236-u-s-oil-export-ban-are-there-reasons-not-to-repeal?source=marketwatch

[Aman A.K.A. Ahamburger]

Ty, finally had a chance to read the article. Interesting stuff, lots of weight there that's for sure. Interesting points too. For instance, the open export expected of other countries is a double standard.

Seems to me we could be moving toward a two fold move here that would essentially be the biggest change to the energy market in post war history. Cutting off OPEC imports and opening the export market, while continuing to move towards natural gas domestically.