Who We Are

Like the commodity. Not the company (Cheniere). But then again, why not the latter, as well? (Read On). Surprised LNG isn’t up more on the Bloomberg article, at least just on optics. Within we actually…

Within please find our updated Brent & WTI Probability & Pricing matrix. We have now moved to a five-scenario model, up from four, prior. Interesting Friday so far with both the U.S. and Iran going…

Call us if you want to chat. Full list within. Takes less than a minute. One-liners from discussions w/ folks. Timm WMB: Am I chasing here or is this still under-owned? DVN: Merger hangover is…

Permian (Texas) activity data implies ‘discipline and maintenance,’ not a ‘sprint,’ even as permit counts rebuild a sizable ‘call option’ on future (think 2027) Permian growth. In this note we rank monthly wells, completions, and…