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David Kronenfeld

 
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  • Statoil to sell $2.65B of assets to Austria's OMV [View news story]
    Yes...

    http://bit.ly/14d0hmq
    Aug 19, 2013. 09:27 AM | Likes Like |Link to Comment
  • Sailing The Seas Of Natural Gas With Golar LNG [View article]
    The cost differential is huge.

    http://bit.ly/ZmHaRN
    Mar 13, 2013. 12:10 PM | 1 Like Like |Link to Comment
  • 8 Stocks That Stand To Benefit From The Continued Natural Gas Boom [View article]
    Lockheed Martin looks to be getting in the LNG game...

    http://bit.ly/YnrY7O
    Mar 13, 2013. 11:25 AM | Likes Like |Link to Comment
  • Sailing The Seas Of Natural Gas With Golar LNG [View article]
    Great article Herr Hansa!
    Mar 13, 2013. 09:25 AM | 1 Like Like |Link to Comment
  • 10 Companies Affected By The Falkland Islands Referendum [View article]
    I would agree that from a macro perspective, drilling in the North and South Falkland Basin (as well as the Malvinas Basin further to the west) are not major hotspots that will keep numerous drillships occupied. However, for a small company like Ocean Rig which only operates 6 ships, the loss of a potential market in the Falklands where they have experience with both the basin and the players is one less location they can place their small fleet.
    Mar 10, 2013. 08:28 PM | Likes Like |Link to Comment
  • 10 Companies Affected By The Falkland Islands Referendum [View article]
    I doubt it will move oil one way or the other as no production is currently occurring in the Falklands. The only possible effect it could have is to increase the risk premium of oil due to actual conflict between Argentina and the UK. I don't see there being a significant risk premium there though.
    Mar 10, 2013. 09:45 AM | Likes Like |Link to Comment
  • 8 Stocks That Stand To Benefit From The Continued Natural Gas Boom [View article]
    Shell is adding two LNG liquefaction plants in North America to meet marine and on-road demand for the fuel - http://bit.ly/XPeQIi Will benefit not just Shell, but Caterpillar and other suppliers of LNG engines.
    Mar 6, 2013. 08:47 AM | Likes Like |Link to Comment
  • Why Argentina Will Default In 2013 [View article]
    Can't disagree with you there.
    Feb 28, 2013. 10:40 AM | Likes Like |Link to Comment
  • Why Argentina Will Default In 2013 [View article]
    Between this and the upcoming referendum in the Falklands there are sure to be some fireworks. It's a tragedy the Argentines are saddled with such terrible leadership.

    http://bit.ly/YJ2mD6
    Feb 28, 2013. 09:09 AM | 2 Likes Like |Link to Comment
  • The Underrated Stock Buyback Program At McDonald's [View article]
    Great article Tim!
    Feb 18, 2013. 09:39 AM | Likes Like |Link to Comment
  • 8 Shipping Companies Profiting From The LNG Boom [View article]
    I'm hoping to do a follow-up article to this one in the coming weeks. LNG shippers aren't the only ones profiting from the increase in domestic oil and gas production - http://bit.ly/Xe6gDn
    Feb 17, 2013. 11:27 AM | Likes Like |Link to Comment
  • Can Tesla Beat The Times? [View article]
    Don't forget to include the capital cost of installing any solar panels or 240 amp lines for the high power charger in your garage. Honda's CNG Accord faces some of the problems electric cars face - lack of infrastructure and a high initial capital investment for at-home charging. Tesla is doing an excellent job of working to overcome these hurdles and it will be interesting to see how they fare.
    Feb 15, 2013. 02:12 PM | 1 Like Like |Link to Comment
  • Fayetteville Shale: Operating Analysis, Infrastructure, Economics, Outlook [View article]
    Great article Richard!
    Feb 13, 2013. 01:39 PM | 1 Like Like |Link to Comment
  • 8 Shipping Companies Profiting From The LNG Boom [View article]
    Hohum is correct. Hyundai is a particularly large (if not the largest) player, but the Chinese are quickly becoming a force to be reckoned with as well.

    http://bit.ly/12yv7RF

    http://bit.ly/UeEneF
    Feb 13, 2013. 10:29 AM | Likes Like |Link to Comment
  • Time To Set Sail With Ship Finance International [View article]
    Interesting piece on freight rate projections... http://bit.ly/11FFuHA
    Feb 5, 2013. 07:28 AM | Likes Like |Link to Comment
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