A new pie exposure graph will be included in the ZEB Positions tab later this evening
The ZLT C and broader ZLT and ZMT positions pages will be updated this evening.
This piece on MCEP was published on Seeking Alpha late last week, updating numbers for their new acquisition.
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Barron's – Leon Coop on cover recommending RIG, C & S
May 18th, 2013 at 1:32 pmDid you know :
There are more miles of oil pipeline in the USA [ 200,000]than than there are miles of highgway [160,000] in the 13 cents
$4.11 is the highest average retail price for a gallon of gasoline in the U.S., recorded on July 7, 2008.(excluding CA).
13 cents is theLowest-ever price per gallon in the U.S., recorded during a pricing war in Missouri in 1951.
5,000 Years oil has been used by people. Its original use: Treating frostbite and gout.
2,500Years ago that crude oil was first pumped from the ground in Sichuan, China.
90 million BOPD is The world's total daily demand for oil in barrels, on average so far in 2013 (including projections).
3.5 million is Africa's total daily demand for oil in barrels, on average so far in 2013
Source EIA
May 18th, 2013 at 2:41 pmMore color, from a global perspective, on Friday's US LNG export decision and global players' appetite to participate:
http://www.ft.com/intl/cms/s/0/22516820-beca-11e2-a9d4-00144feab7de.html#axzz2TiP5BOMe
May 19th, 2013 at 1:05 amSome notes added to the top of the post
RMD – saw your request for strip pricing look vs my flat $100 deck on NFX on the Friday post and its a good idea and will be included in the Monday post.
May 19th, 2013 at 10:20 amre 101 on Fridays post (RMD) – Just to give you what I have been hearing on WFT…rumor they have been backing out on real estate leases here in the Houston area. I think people have long been saying GE has been looking at them as a possible buyout. I also have a friend who works in LWD out in the field for them and they have been letting people go left and right lately. Drilling division has been isolated as a profitable division and could be sold separately when the co needs cash pretty bad is also floating around out there. I dont follow the name and havent looked into it really either just thought I'd see if you knew of any of this and if it could help you out. (Maybe connect some dots or put puzzle pieces together)
May 19th, 2013 at 10:43 amre 5 – thanks for the color Dillon, I'll send RMD a note to make sure he sees that.
May 19th, 2013 at 10:45 amno problem – love this board.
May 19th, 2013 at 11:13 amThanks again Dillon, good input from you this past week.
The Blotter is updated
http://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter/
May 19th, 2013 at 12:34 pmRE 3: Noticed that the link requires a paid subsription. I read it from Google News, which shows the article free. So if you cannot read it, just google the title below and you should be able to read it without a subscription. This also works for Wall Street Journal articles. Apparently Google has a deal with these publishers to let their viewers read it without a subsription. Sorry for the inconvenience.
US energy revolution gathers pace
May 19th, 2013 at 12:48 pm>10% Short Float..Setting at breakout levels
PDCE
http://www.charthub.com/images/2013/05/19/Stock_Master390_1305191608.png
CRZO
http://www.charthub.com/images/2013/05/19/Stock_Master390_1305191610.png
REXX (17.33 52 wk high)
http://www.charthub.com/images/2013/05/19/Stock_Master390_1305191612.png
May 19th, 2013 at 6:13 pm