E&P Investing Blog

Saturday, April 16, 2016

The Doha summit

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OPEC + several other large non-OPEC producers are meeting in Doha tomorrow to discuss a production freeze at January levels to stabilize th...
Wednesday, March 30, 2016

Is it time yet?

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I’m going to do a few posts here, after a long hiatus. Is it time to buy yet?? First lets look at the supply demand balance. T...
Saturday, January 2, 2016

Is there anything worth buying yet?

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If we do see a recovery in oil price in the short term, there are LOTS of oil stocks that can go up by several hundred percent.  And one th...

Checking in. A look at the supply-demand balance over the past year.

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I have not bought any energy stocks since last writing here.  The world has remained grossly oversupplied, to the tune of about 1 million ...
Tuesday, August 18, 2015

Checking in

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I haven’t posted in a loooong time, and I have not traded any energy stocks since then.  I’m still holding a bit of Whiting Petroleum (tra...
Monday, May 4, 2015

Einhorn slams "mother fracker" at Ira Sohn conference

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http://www.cnbc.com/id/102645305 I actually do like his explanation into what different terms mean, and Pioneer is the company I have sai...
Friday, May 1, 2015

Earnings Notes

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Whiting Petroleum (my only current position) - Bakken Oil producer. They missed earnings but shares gained when they said they might consid...
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