Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (206100)	11/14/2025 6:44:23 AM
From: robert b furman	2 Recommendations Recommended By sixty2nds toccodolce Respond to of 206200

Hi Johnny, G&R agrees. They also note that OPEC had pricing power during the WTI rise in strength. New shale oil from the US has taken pricing power away - yet peak production has plateaued in all 4 shale deposits. They expect WTI to go up in price as peak production becomes understood.It is just a geological fact that once a shale deposit has had 50 % of its oil produced, depletion becomes a powerful force to overcome - especially as Tier one wells have been predominantly completed. No amount of investment can keep up with the depletion. Net result, OPEC regains pricing power and your chart shows what they historically do with the price of oil. OPEC will attempt to increase oil's price by a factor of 3 to 10 times. Non Opec plus other fields that can temper this idea are : Guyana - no larger increases till 2027 at earliest Brazil - very deep water and slow to increase Gulf of America CVX thinks this is viable but out in time 2027 at least Alaska - very expensive and an environmental hot spot. My portfolio has been selling tech and investing in a very hated and out of favor oil, so yes I'm talking my game/book. Full disclosure. Right now natural gas appears to be the tip of the spear first. Bob

To: Johnny Canuck who wrote (206100)	11/14/2025 10:30:25 AM
From: Salt'n'Peppa	Respond to of 206200

Have to agree with your thesis on oil price Johnny. Right now, we have the Trump trade and AI sucking the wind out of the oil sector as almost all money chases tech, both big and small. I increased my Suncor holdings earlier this year and have not regretted it. As mentioned here, they make money at $35 WTI. The 4% dividend is icing. Also own CNQ and XOM. One small LNG player that I have mentioned here before is Golar (GLNG-NYSE). They are a niche player, building and leasing floating LNG ships to target stranded gas. With under $4 billion market cap, they have over $18 billion in guaranteed earnings through 20 year protected lease contracts. They also make over $100 million per $1 LNG spot price over $8. LNG price is currently just over $11/mmBtu. They are looking at adding a new FLNG ship every year or two going forward and have plenty of interest from large players in the space. GLNG ships currently operates in Guyana, Argentina and West Africa. I've owned GLNG since $7 and keep adding small amounts on big dips. It doesn't get much love in the market, but pays a 2.6% dividend while I wait. S&P