SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Clown-Free Zone... sorry, no clowns allowed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Archie Meeties who wrote (61596)1/25/2001 1:21:16 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
Archi..good point on the OSX. If BubbleBoy continues to "reliquify", the already critically tight supplies in oil, NG, and electrical capacity will all red line. Underlying commmodity prices will be higher than anyone expects this summer in MHO. The oil/gas production cycle will be extended for another 12-18 mos. This looks like a high probability play at this point. I've recently bought PDE, KEG and NTG in the services, added some MND (via covered call) in the E&P and XOM in the integrateds. As HB likes to say, the Maestro can print all the paper he wants, but he can't print oil, gas, or electricity (and gold too, but that's another story<G>).

Edit: the current "solution" of the Cali-Ute crisis will cause a great deal of forward buying of Natural Gas, which will also prolong the cycle...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News