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  • SA author: Kinder Morgan dividend cut "a huge win"  [View news story]
    Bond consolidation is next in another "win" for everyone.
    Dec 8, 2015. 05:58 PM | 3 Likes Like |Link to Comment
  • A Dividend Cut: Good For Kinder Morgan?  [View article]
    And when a dividend miss isn't enough, then there is a bond
    restructuring which will be cheered by the bond holders as the final
    solution to save KMI.
    Let's look at LINE to follow the story.
    Dec 7, 2015. 06:08 PM | 2 Likes Like |Link to Comment
  • Oasis Petroleum - Upside Waiting To Happen  [View article]
    With all smaller US oil companies, I would first like to see what
    their order book looks like in regards to current prices on
    contracted oil and expiration dates on those contracts.
    Whether oil prices are headed significantly higher is questionable
    as the market will need to start pricing in stricter mileage requirements
    on US autos starting in 2018. Potential falling demand for gasoline
    in the US is not on any discussion board yet but will be soon enough.
    Nov 20, 2015. 02:23 PM | Likes Like |Link to Comment
  • Kinder Morgan, Inc.: Clearance Sale, Just $24...Seriously Consider This Dividend Gold Nugget  [View article]
    I remember when LINN was 30+ dollars.
    I will review the idea of purchasing in the 17 dollar range.
    Nov 20, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • Linn Energy debt drops after bond swap proposal draws downgrade  [View news story]
    Enough with the games. Move this dog to bankruptcy and reorganization
    and get on with the much needed reduction in production.
    The real answer lies in restructuring of the fuels industry. The sooner
    that is accomplished, the better for the industry and the economy.
    Nov 17, 2015. 06:16 PM | 7 Likes Like |Link to Comment
  • Linn Energy: Membership In The 'Second Lien Club' May Be Imminent  [View article]
    So our many distressed oil companies of many different types and
    sizes will play such games to keep production going at current or
    higher levels. What mechanism then exists to remove production to
    bring supply and demand back into balance allowing prices to
    move higher?
    Perhaps we shall need to build more storage tanks for oil and
    create more storage for gas as new homes for this debt financed
    fuels boom.
    Nov 13, 2015. 06:08 PM | 1 Like Like |Link to Comment
  • Linn Energy - When Might The Distribution Be Restored?  [View article]
    Could retitle this article, "When will any type of distribution be restored?"
    Aug 3, 2015. 07:13 AM | 2 Likes Like |Link to Comment
  • Household Wealth Increases, Leverage Declines  [View article]
    Now let's see the "Median" household data set for the same gross household wealth story.
    Jun 12, 2015. 01:50 PM | 1 Like Like |Link to Comment
  • The Most Risk-Averse Recovery Ever  [View article]
    This piece omits a critical point: the rapidly rising income disparity between the wealthiest top 5 per cent and the rest of the nation. A more detailed presentation would show very little change in debt ratios and "savings" among the bottom 95% with all of the "improvements" coming in the top 5%.
    Businesses aren't investing more because the demand for their products isn't growing very fast because of the increasing income disparity.
    This time really is different. It is unlike the past 70 years and is a tale of two different economies that cannot be lumped into one economy anymore.
    Also one needs to remember that the banks are being required to boost reserves by US government regulation and higher percentages mandated are on the way. The only way to meet that
    obligation is US Treasuries. So ironically, unless the US government issues more debt, there will be a shortage of such in the near future as banks scramble to boost reserves.
    Dec 5, 2013. 08:41 AM | 3 Likes Like |Link to Comment
  • There Goes The Biofuels Mandate  [View article]
    Bottom line here....gasoline consumption has been falling for years and the EPA sees further declines. This means less and less need for ethanol. It is pointless to mandate further increases in ethanol purchases by the refineries when need is falling. Discussion of requiring refineries to buy more when they have no use for it is simply absurd.
    The auto makers are warning drivers not to use E15 as auto engines are not designed for it. That item needs to be in any discussion of future ethanol demand in the US.
    The EPA faced the music on Friday. It is time for others like this writer to move from the abstract of RIM penalties to the world
    as the US auto owner faces.
    The demand for increased ethanol production is not there nor is it going to appear any time in the next decade. In fact, demand may well decline steadily whether the US government likes it or not.
    Nov 17, 2013. 04:34 PM | 6 Likes Like |Link to Comment
  • Biofuels defenders blast EPA plan to cut ethanol mandate  [View news story]
    I am an energy researcher without political bias..

    Gasoline consumption has been falling since 2006 in the US while the ethanol mandate has required ever more ethanol production.
    At this point, the ethanol mandated has no demand on the driving side.
    It's a matter of numbers. The EPA had no choice but to end the mandate. The EPA , in it's press release stated this as it's reason for freezing the growth.
    If the Ag companies are so confident that exports can take up the slack, then why are they worrying about the Mandate? Why do they care at all if they can export the difference?
    Nov 17, 2013. 12:18 PM | 1 Like Like |Link to Comment