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  • Chevron can't reach cash flow neutral at $70 oil, analyst says [View news story]
    All the Big Oil CapX players are rethinking their business model. Those in Buy Back mode should be avoided as they are missing acquisitional opportunities. Replacing reserves Y/Y is a prime indicator to keep investor attention.

    The smart money is moving from Big Oil into the tariff based Midstream players.
    May 27, 2015. 05:20 AM | 1 Like Like |Link to Comment
  • Schwab Warns On Munis, Those 'Affected By Pensions' Are Toxic [View article]
    Surf and Jer,

    You have to rely on active managers to weed out the risk when buying multistate muni cefs.
    May 27, 2015. 03:15 AM | Likes Like |Link to Comment
  • California oil spill estimate revised lower [View news story]
    This spill will educate and better prepare all the Midstreamers!
    May 27, 2015. 03:05 AM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    It says to me not to raise cash, instead remaining invested.
    May 26, 2015. 05:40 AM | 4 Likes Like |Link to Comment
  • Schwab Warns On Munis, Those 'Affected By Pensions' Are Toxic [View article]

    Are you saying the Bond Fund managers are weeding their portfolios to the point you are comfortable owner of Bond Funds?
    May 26, 2015. 04:22 AM | Likes Like |Link to Comment
  • Walter Energy says "substantial doubt" on continuing as going concern [View news story]

    Monitor their non-coal lines of business. The coal sales will likely decline further into the abyss. Clean Coal Tecnology doesn't appear to have been adequate to get a Green thumbs up. They did maintain the distribution, even though greatly reduced. I haven't given up yet. Dummie me?
    May 25, 2015. 05:29 PM | Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]

    Who, besides Apple, concerns you for the potential tax liability? Is Toyota and Exxon funneling through Luxembourg?
    May 25, 2015. 07:05 AM | 3 Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]

    From my exposure to rock mechanics in the 70's, received as an EIT (engineer in training) from a Frac pumping company. I am no longer a registered professional engineer. Once the failure pressure of the formation (disposal formation) is exceeded a fracture can be propagated (grown/extended) for as long as the propagation pressure is maintained (by the disposal pumps). Propagation extends laterally, as well as up and down, until boundaries are encountered (different rocks encountered).

    The questions in my mind:
    Where all is the disposal fluid actually going?
    Does a fault penetrate through the disposal formation?
    What is occurring at the fault line where the the fault is non-sealing or partially non-sealing?
    Is there adequate lubrication within the plane of the fault allowing/enhancing slippage (possible tectonic event referred to as an earthquake)?
    Is a non-sealing fault allowing disposal fluid to enter a formation or formations other than the permitted disposal formation?

    Sorry for getting off the topic in your great article.
    May 23, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • PEDEVCO Is Striking Oil While The Stock Is Striking Out [View article]
    Mr. Leonard,

    Good time for an update after the Dome acquisition announcement?
    May 23, 2015. 06:26 AM | Likes Like |Link to Comment
  • Mississippi utility withdraws as backer of Southern's clean coal project [View news story]
    Convert the Plant to natural gas fuel and start generating!
    May 23, 2015. 06:20 AM | 2 Likes Like |Link to Comment
  • Marathon Oil: Moving Towards A U.S.-Centric Resource Play Portfolio [View article]

    Has the entire Kenyan Tullow Block been assayed by wellbores? is there any adequacy in infrastructure to handle the successful case?
    May 22, 2015. 06:16 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources has $614M deal to buy Eagle Rock Energy [View news story]
    In ranch terms, Mule Skinner and Downer Buyer. Beats the heck out of the Bankruptcy option.

    NRP on VNR's watch list?
    May 22, 2015. 04:48 AM | 1 Like Like |Link to Comment
  • Extent of California oil spill still being assessed, pipeline was at capacity [View news story]
    I am disturbed after watching PAA's various television responses. It appears PAA was ill prepared on Public Responses to Spills.
    May 22, 2015. 04:12 AM | Likes Like |Link to Comment
  • Oil spills off California coast after pipeline owned by Plains All American ruptures [View news story]
    I am disturbed after watching PAA's various television responses. It appears PAA was ill prepared on Public Responses to Spills.

    I hope all domestic pipeliners are learning from this PAA lesson?

    Where will PAA's stock price bottom?
    What financial impairment will California and the EPA represent?
    May 22, 2015. 04:10 AM | Likes Like |Link to Comment
  • Kinder Morgan can't take land for Palmetto Pipeline, Georgia says [View news story]
    Never miss an opportunity to make money dog piling on the unfortunate California Spill News from PAA. I expect the Shorts will be piling on all the domestic pipelines to capitalize on the fresh wave of negative news. Conversely, a buying opportunity should be presented.

    Time to learn from the expert, Exxon. Still electing to litigate their Valdez spill so many years afterwards. But, not every pipeliner has the financial resources of Exxon.

    I sure hope Mr. Kinder is assuring KMI is viewed as a kinder, gentler pipeliner. I'm not seeing it on Television, watching PAA exec's squirming. Very poor preparation for the Press's scrutiny!
    May 22, 2015. 03:58 AM | 1 Like Like |Link to Comment