Personal investing:
- raised cash by selling MCD, MRVL. Remain long-term holdings. Will re-establish positions in MCD, MRVL with portfolio dividends in June.
- added to CAT position -- by rule.
- UNP: up $10/share today; up 4.6%. No change in position; currently overweight.
- no recommendation; see disclaimers.
CAT: link here.
Energy: link here.
US crude oil record exports, link here.
TipRanks, link here. best semiconductor chip (of the three) to buy on a dip -- AMSL, AMT, or MU?
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Back to the Bakken
WTI: $82.93.
Friday, April 26, 2024: 54 for the month; 54 for the quarter, 253 for the year
None.
37519, conf, BR, Mazama 2B MBH,
RBN Energy: Sentinel Midstream's Texas GulfLink emerges as serious contender in export terminal race. Archived.
In the race to build the next deepwater crude oil export terminal in the Gulf of Mexico, Sentinel Midstream’s proposed Texas GulfLink (TGL) is currently in second place in the regulatory race, behind only Enterprise’s Sea Port Oil Terminal (SPOT) — and seems to be emerging as a serious contender. The plan offers some compelling attributes, including Sentinel’s status as an independent midstream player and plenty of pipeline access to crude oil volumes in the Permian and elsewhere. In today’s RBN blog, we turn our attention to TGL and what it brings to the table.
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