07
Dec
Wrap – Week Ended 12/6/19
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07
Dec
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07
Dec
Interesting reading watch:
Big-name US investors take aim at beaten up energy sector.
Not really news but good to see it in the news along with some of their 2020 thoughts:
https://www.ft.com/content/074ac240-16ea-11ea-8d73-6303645ac406
December 8th, 2019 at 5:44 amU.S. active frac spreads down 5 last week to 345, down from 475 in April 2019.
https://pbs.twimg.com/media/ELJe-iqXsAEmtbG?format=jpg&name=900×900
December 8th, 2019 at 5:51 amZ Like to see maybe nat gas producers debt laid over that chart of fracking spreads.
December 8th, 2019 at 10:47 amre3 Seems that shows fracking rates remained high while the individual producer prices were falling starting back in spring summer of 2017. At least the Frac Spread is dropping recently..
December 8th, 2019 at 11:03 amI will take a look at something along those lines, thanks.
December 8th, 2019 at 11:31 amInteresting reading watch from last week on the impact of tariffs on the solars
https://www.seia.org/sites/default/files/SEIA-Tariff-Analysis-Report-2019-12-3_EMBARGOED.pdf
December 8th, 2019 at 4:00 pmUsual Monday stuff tomorrow plus addition to the OPEC section of The Week That Was and a slightly tweaked Vestas cheat sheet (we had some stale Street estimates in the last one, just 30 days but big ups there vs then, makes for no change on TEV/EBITDA multiples despite the run over the last few weeks.
December 8th, 2019 at 4:21 pmhttps://www.socaltreatmentcenter.com/drug-rehab.html
Wrap – Week Ended 12/6/19 | Zman’s Energy Brain ~ oil, gas, stocks, etc…
December 9th, 2019 at 1:17 amhttps://www.rehab-ecstasy.com/rehab-addiction-center.html
Wrap – Week Ended 12/6/19 | Zman’s Energy Brain ~ oil, gas, stocks, etc…
December 9th, 2019 at 4:40 amhttps://www.anaheimtreatment.com/drug-abuse-relapse-prevention.html
Wrap – Week Ended 12/6/19 | Zman’s Energy Brain ~ oil, gas, stocks, etc…
December 9th, 2019 at 7:01 am