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We caught up with WMB earlier today. Below is our question list. We work those into our detailed report within. As always, happy to chat! Williams (WMB; Long in Model Portfolio) just turned five undeveloped…

Quick follow-up to our note from two weeks ago as it spurred quite a few discussions (and media interviews) on the natural gas market (This is Why (Gassy) E&Ps Can’t Own Nice Things) Natural gas…

…at three total vessels. We track this daily by vessel type (tanker/ dry cargo/ container/ bulk/ general cargo) and direction (inbound and outbound). We believe this data might be underestimating dark transits but is still…

More fireworks between the U.S. and Iran over the weekend. See our commentary within as well as real-time commodity marks (as of noon ET). Obviously, these remain moving targets ahead of the electronic open at…