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  • Oil spills off California coast after pipeline owned by Plains All American ruptures [View news story]
    PAA now has bankruptcy as an option to Years of Litigation Expense.

    Selling off assets ahead of bankruptcy is advantageous, like BP has been doing.

    Exxon's pipeline can leak and they will survive. BP may not survive, yet to be seen. PAA may not have a chance?
    May 20, 2015. 06:46 AM | 1 Like Like |Link to Comment
  • General Motors Is Poised To Reward Shareholders [View article]
    Will GM become the Electric Vehicle juggernaut in North America?
    May 20, 2015. 05:51 AM | 1 Like Like |Link to Comment
  • Williams Becomes A Dividend Growth Juggernaut [View article]
    Williams lobbying effort in Georgia keeps competitor Kinder at bay.

    Wow, who has the biggest pipe, Williams or Kinder?
    May 20, 2015. 05:28 AM | Likes Like |Link to Comment
  • MLPL Delivers Growth And Solid Yield, But Is It Worth The Risk? [View article]
    Surf,

    The Shia and Sunni control of Crude Price intends to reduce the number of Infidel controlled MLPs. That same control intends to eliminate any opportunity for the Infidel's Energy Independence too.

    Be careful who reaches the Whitehouse!!
    May 20, 2015. 05:22 AM | Likes Like |Link to Comment
  • Kinder Morgan can't take land for Palmetto Pipeline, Georgia says [View news story]
    Georgia joins the Socialistic Brilliance of California, Illinois, New York and Massachusetts. Leave them to their Solar Panels and Wind Generators.

    Takeaway investments in the Marcellus/Utica are rapidly sucking wind. I am concerned for Williams shareholders.

    Maybe best for Kinder to shelve the Palmetto project to acquire a bigger domestic footprint elsewhere, closer to the Petro Chemical opportunities ringing the GOM.
    May 20, 2015. 05:13 AM | 1 Like Like |Link to Comment
  • The Hedge Bomb - Why Hedging Will Not Save Shale Oil [View article]
    Bryce,

    Let's take a look at the worst case here. For the case where Linn becomes uneconomic, after their distribution is eliminated. Is Bankruptcy a viable option or will one White Knight Buyer show up?

    The DEBT Bomb requires us to consider the worst case.
    May 20, 2015. 05:03 AM | Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Pascia,

    Operating solely on internally generated revenue for growth just won't work. All the profit generation would require the investments to payout too quickly. Leverage, through Bond or Shelf Stock Issuance or Loans, is required for growth from too many cash strapped speculators. When the music stops only those with substantial accrued profit on their balance sheet survive.

    How much longer do the Saudis need to flood the market to ruin America's chance for Energy Independence?

    If you are a solar panel or electric car peddler you really hope the Saudis eliminate the Domestic Carbon Footprint soonest.
    May 20, 2015. 04:47 AM | 1 Like Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Anon & Gall,

    Mr. Elliot has responded to questions recently. He provided his basis for being predominantly non responsive. My recollection is he indicated keeping his focus forward, extremely little time to give free anything past his Posted Contribution.

    I do appreciate his Contribution and understand his issue allocating time to us non paying commenters. That means we get to share our vast brilliance to questions unanswered from Mr. Elliot's non responsiveness. So let us get brilliant!
    May 20, 2015. 04:35 AM | 4 Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Raj,

    The Infidels have no chance for a profit while the Sunni and Shia control oil prices. The Whitehouse is happy with it as long as Solar becomes a solution.
    May 20, 2015. 04:25 AM | 1 Like Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Nuveen Municipal Bond Annual Report WARNS on Illinois.

    http://bit.ly/1djsjor
    May 20, 2015. 04:14 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Ms. Mercy,

    A very close friend in the oilfield service sector indicated two Frac Pump firms belly up this month. They both owed him for products. He is predicting more business failures soon. He has many clients on Cash Only. The Frac Sand and Frac Chemicals business is in a tailspin. There are no buyers of these idled assets, yet. So much pain and more to come.

    He reminded me about maintaining optimism in the Oilpatch. You know what comes after the Bust? The next Boom!
    May 19, 2015. 10:14 PM | 4 Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Dow,

    You are describing the Wildcard Event. Always a consideration in Monte Carlo analysis.
    May 19, 2015. 08:08 PM | 4 Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Elliot,

    Did I miss the further devastation to Canadian Upstream?
    May 19, 2015. 05:26 PM | 1 Like Like |Link to Comment
  • It Worked For Kinder Morgan, It Will Work For Williams Companies [View article]
    Far too few markets for the Midstream to connect the Upstream. Marcellus/Utica destined to even lower wellhead pricing while big governance red tape in Massachusetts and New York present socialist impediment. The demand is certainly there, but likely no pipelines allowed any time soon.

    "New England has added precious little capacity to transport gas, and the fates of game-changing pipeline projects that have been proposed hang in the balance"

    http://bit.ly/1GnmHoi
    May 19, 2015. 05:05 PM | Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    I have to agree with Mr. Elliot.

    Wildcard events exist that could firm up WTI.

    I am concerned for further CapX reduction announcements, reaching into the Midstream space. The death nail for CapX may rest with the Fed raising rates.

    There may be Many in the Upstream and Midstream looking for a Merger Partner if WTI and Nat Gas weaken through 2015.

    Bankruptcy equates to being For Sale with few to no bidders. Piece Mill selling will keep the Bankruptcy Trustees and Bankers busy.
    May 19, 2015. 04:55 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
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