DWAC, NASDAQ: up 12% today; up $10..35; trading at $95; on an otherwise down day for the market.
- October 20, 2021: $9.96 / share;
- a ten-bagger as they say
LNG export, US:
- link here;
- US remains #1
- US capacity: 13.9 billion cubit feet per day
- Venture Global starts production: to send first cargo
- $5.8 billion export facility
- Louisiana
- rival Cheniere Energy expands service; Sabine Pass received clearance to place expansion into commercial service
- stunning reversal: less than a decade ago, US was a net importer of natural gas
- of course, now, Democrat senators want to stop / limit UN LNG exports
- whatever
Spare capacity:
- OPEC: exhaustion of OPEC spare capacity in the coming quarters will be one of the most bullish catalysts for oil in modern history: Eric Nuttall
Travel:
- anyone doubting the coming surge in travel demand (and recovery in jet fuel) should try to book a trip to Disneyworld for December, 2022
- hint: sold out (already)
- source: Eric Nuttall
Oil investors:
- will do very, very, well in ESG environment -- LOL
- big operators will minimize new activity to meet ESG scrutiny
- will save huge bucks and return that cash to shareholders
- source: ArgusMedia
Diesel fuel, heating oil stocks in US dwindle as demand rises: link here.
- or just track ISO NE
States sending electricity to neighboring states:
- link here;
- North Dakota: #5
- Pennsylvania: #1
- then: Alabama (2), Illinois (3), and Washington State (4)
- followed by Wyoming, Arizona, West Virginia, Oklahoma, and Mississippi
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