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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (10879)	2/3/2021 9:32:58 AM
From: robert b furman	1 Recommendation Recommended By Lee Lichterman III Read Replies (1) \| Respond to of 26800

Hi Lee, Good recap on both T and KMI. The untethering of cable that 5 G will provide, also folds well (on a longer forward looking time frame) to the digital streaming of content . This will be a longer term event as 5G apps are still a concept. I bought T simply for the dividend revenue stream. It is doing what I had hope it to. Randall Stevenson had a long term view and was under appreciated for it. imo LNG was definitely given a severe blow with Covid, and that resulted in many LNG shipload cancelations. That has and will come back. Not sure how many more new liquefaction ports are needed. Price of LNG has shot up due to cold weather and shortages. Fracking will now become the throttle on the global price of crude. When demand supply dissolves the existing glut (doing a surprisingly fast job on it some say already), it will turn on and off as prices and demand do their seasonal things. I expect gas and diesel to be the indicators as jet fuel will lag for longer (China saw gas and diesel demand grow above past levels for 2 years after their SARS event). People have been made fearful of mass events including mass transit. That fear will persist.at a diminishing rate. An overemphasis on vaccinations is now continuing the Covid fear. Shut downs will be unwound immediately as they where politically initiated. Covid is a nasty flu, but it was just the flu as far as lethality was concerned. New York created a huge spike in cases and fear mongering by their gross mishandling of returning sick people (with a very contagious disease )back into the most susceptible populations. Complete ignorance or evil depending on your perspective and politics. Out economy will now get back to normalcy as temperatures and spring evolve and many/most pursue a vaccine solution. No one will give up their smartphones,5g will advance and streaming will become ubiquitous. Data will be transferred on real time and work from home will hold onto its new found popularity. Multitasking 2.0 is upon us. Gas consumption is within 5 % of 2019 and will go to 10% above by spring time. The gas inventory is with in 5-10% of the upper 5 year inventory band now. Ditto diesel but 10% below and 10% from upper inventory levels. With consumption reaching 2019 levels refinery utilization will return margins. CVX and XOM will become cash flow positive. Plastics demand is already back to pre covid levels. Chemicals still lagging. Semi's are in short supply. Auto sales are being restricted by a lack of semi chips. My Chrysler Dodge Ram dealership is woefully short of their best seller in Texas 3/4 ton and 1 ton trucks. We sell 35 -40 a month and started January with 7 ! OUCH! Oil stocks are the deal of 2021 in my opinion. The very best turnaround story. Even better than bars! LOL Bob Bob d