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Monday, February 7, 2022

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

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