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.
16
Mar
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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.
March 16th, 2014 at 9:21 amPS
MTDR did you have a chance to listen to the cc and if so any further thoughts on MTDR.? tia
March 16th, 2014 at 10:02 amZ: 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.
March 16th, 2014 at 11:08 amThanks for the questins, out of pocket today, will address in a subscriber mailbag section of the Monday post.
March 16th, 2014 at 12:36 pm