16
Mar

Wrap – Week Ended 03/14/14

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Wrap comments will be included in The Week That Was section of the Monday Post. 

wrap 031414

4 Responses to “Wrap – Week Ended 03/14/14”

  1. 1
    sc4 Says:

    Z RE 72 OF FRIDAY for Monday/- CAN YOU PLEASE define or explain what the strip price is ?. Sorry I hear this and assume it is the future price but not sure of the exact definition.

    IN constructing a set of holdings, have been trying to adjust to what might be the commercial environment in 2015 and behind. To this end can you help by providing your views on:

    who in your view  is  providing gass to mexico now and who will benefit from the expanded pipeline in 2015- if not who then which fields- I presume these are in texas but I could be wrong.

    For what it is worth, I do agree with your intentions  to divesify out of the Bakken a bit- look forward toward your revised piece on the permian but also  would value a piece on the eagleford  showing the players and their relative metrics.

    thanks in advance for your help.

  2. 2
    sc4 Says:

    PS

    MTDR did you have a chance to listen to the cc and if so any further thoughts on MTDR.? tia

  3. 3
    tomdavis12 Says:

    Z: A bullish call on refiners is based on a bottleneck in the Permian. Is there one like at Cushing a couple of years ago? Thought Permian has been around for quite some time with many pipelines to the GOM. 

  4. 4
    zman Says:

    Thanks for the questins, out of pocket today, will address in a subscriber mailbag section of the Monday post. 

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