Notes From All Over -- February 7, 2022

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