Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

2020 - Preview

Current Hedge Fund Positioning

https://www.reuters.com/article/us-oil-prices-kemp/oil-at-the-crossroads-as-hedge-funds-build-large-bullish-position-kemp-idUSKBN1Z723Q

Iran Update

https://www.nbcnews.com/news/world/iran-faces-fresh-protests-after-admitting-it-shot-down-plane-n1114221

Apache / Suriname JV

http://www.globenewswire.com/news-release/2020/01/07/1967124/0/en/Apache-Corporation-and-Total-S-A-Announce-Significant-Oil-Discovery-Offshore-Suriname.html

US Energy Consumption Report

https://www.eia.gov/electricity/

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

Chevron Writedown & Gulf of Mexico FID

Gulf: https://yhoo.it/38HubVi

Writedown: https://bit.ly/2LYDvKK

Talos Gulf of Mexico Acquisitions

https://prn.to/2RR7wzX

Tullow CEO Resignation

https://bit.ly/34qry6M

Houston Crashing?

https://bit.ly/2YNPBvs

Alaskan North Slope Development

https://www.reuters.com/article/us-usa-oil-alaska/us-holds-most-successful-alaska-oil-and-gas-lease-sale-in-13-years-idUSKBN1YF2KS

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

OPEC Meeting

https://bit.ly/2sXzdNb

Saudi Aramco IPO

https://on.mktw.net/2YpWQJK

Apache Deep Dive

https://bit.ly/2RpHiEq

Repsol pledges 0 emissions by 2050

https://bit.ly/38gucPE

US Becomes Net Exporter for First Time

https://bit.ly/351rAmK

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

Chevron investor meeting/update

https://www.chevron.com/investors

Pullback in Auctions of Canadian Drilling Rights

https://boereport.com/2019/11/25/no-excitement-at-all-as-oilpatch-interest-wanes-for-drilling-rights-auctions/

National Grid v. New York Comes to an End

https://finance.yahoo.com/news/national-grid-lifts-n-y-162713715.html

Renewables growth (offshore wind tech) - Educational segment

https://www.bnnbloomberg.ca/new-jersey-doubles-down-on-offshore-wind-for-half-its-power-1.1350401

Mexican Economic Growth - Refined Products & More

https://www.spglobal.com/platts/en/market-insights/latest-news/oil/112119-interview-executive-says-shell-to-start-fuel-imports-by-ship-into-mexico-in-mid-2020

https://www.reuters.com/article/us-mexico-infrastructure/mexico-to-spend-44-billion-on-infrastructure-in-first-phase-of-plan-idUSKBN1Y01UQ

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

Headline #1 - California Frac Ban

https://www.bloomberg.com/news/articles/2019-11-19/california-bans-high-pressure-steam-oil-wells-reviews-fracking

https://www.conservation.ca.gov/index/Pages/News/California-Establishes-Moratorium-on-High-Pressure-Extraction.aspx

Headline #2 - Conoco's Investor Release + CVX

https://hrcpdocctr.conocophillips.com/Documents/AIM.pdf

Headline #3 - Aramco IPO Update

https://www.aljazeera.com/ajimpact/saudi-aramco-pitches-abu-dhabi-investors-troubled-ipo-191125162511233.html

Headline #4 - Majors divesting $27bn

https://www.chron.com/business/energy/article/Big-Oil-majors-looking-to-sell-27-billion-in-14842981.php

Headline #5 - US approves 4 LNG export projects

https://www.ferc.gov/media/news-releases/2019/2019-4/11-21-19-C-1.asp#.XdyNyehKiUk

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

Headline #1 - Comstock looking to purchase Chesapeake Haynesville

https://www.reuters.com/article/us-chesapeake-enrgy-haynesville-comstock/exclusive-comstock-in-talks-to-buy-chesapeakes-haynesville-assets-sources-idUSKBN1XN1HO

Headline #2 - Iran's Major Crude Discovery

https://apnews.com/a6adb7b30adb444998541b1b5aca4332

Headline #3 - Tightening Pipeline Regulations

https://www.nj.com/news/2019/11/penneast-seeking-supreme-court-review-of-nj-pennsylvania-pipeline.html

https://www.chron.com/business/energy/article/San-Antonio-becomes-latest-city-considering-14830291.php

Headline #4 - Oxy Facing Pressure for 2020

https://www.thestreet.com/investing/stocks/occidental-petroleum-gains-after-icahn-loses-court-battle-buffett-reveals-stake-15169190

Headline #5 - Saudi Forecasting Peak Oil in 2040

https://www.spglobal.com/platts/en/market-insights/podcasts/oil/111419-oil-uncertain-times-middle-distillate-large-cargo-arrivals

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Articles and Sources

Headline #1 - Saudi IPO Update

https://www.cnn.com/2019/11/03/investing/saudi-aramco-ipo/index.html

Headline #2 - Bad 3Q19 Earnings Results - Occidental & Chesapeak

https://www.reuters.com/article/us-occidental-results-call/occidental-petroleum-production-will-miss-post-anadarko-merger-target-in-2020-idUSKBN1XF286

https://www.cnn.com/2019/11/05/investing/chesapeake-energy-debt-going-concern-natural-gas/index.html

Headline #3 - Good 3Q19 Earnings Results - Noble & EOG

http://investors.nblenergy.com/news-releases/news-release-details/noble-energys-third-quarter-2019-demonstrates-continued

http://investors.eogresources.com/Cache/1500125051.PDF?O=PDF&T=&Y=&D=&FID=1500125051&iid=4075407

Headline #4 - U.K. Bans Fracking

https://af.reuters.com/article/commoditiesNews/idAFL8N27K2NL

Headline #5 - Moda Mistream's New Crude Export Terminal

https://www.valdostadailytimes.com/news/business/moda-midstream-announces-early-delivery-of-expansion-tankage-and-provides/article_ef718baf-5140-52d5-8daf-85439e738f15.html

Feel free to reach out with any questions or comments at [email protected]. Have a great week, thanks again. We always appreciate positive reviews if you listen via Apple Podcast, but the best way you can help us grow is to send the podcast to friends, family and coworkers.

Thanks for tuning in this week, here is a breakdown of what we talked about this week with links to each headline so you can research further.

Headline #1 - Potential Frac Ban - https://www.forbes.com/sites/rrapier/2019/09/07/why-a-ban-on-fracking-will-never-happen/#3705d87a433a

Headline #2 - Matador Resources Third Quarter 2019 Results - https://www.businesswire.com/news/home/20191029006042/en/Matador-Resources-Company-Reports-Quarter-2019-Results

Headline #3 -Baker Hughes Third Quarter 2019 Results - https://investors.bakerhughes.com/static-files/db20a357-64ef-460d-aeed-65d89f89d42a

Headline #4 - EQT Third Quarter 2019 Results - https://ir.eqt.com/investor-relations/news/news-release-details/2019/EQT-Reports-Third-Quarter-2019-Results-and-Preliminary-2020-Outlook/default.aspx

Headline #5 - Encana Establishing Domicile in the U.S. https://www.prnewswire.com/news-releases/encana-to-establish-corporate-domicile-in-the-us-300948848.html and https://business.financialpost.com/commodities/energy/encana-moving-to-the-u-s-changing-name

The top five headlines we cover this week include:

Canada's energy sector is reeling after a “worst-case” result in their recent election

Range Resources made moves to boost its finances amid the low price environment

Cabot Oil & Gas is building their 2020 operational program with more flexibility if gas prices remain low

QEP Resources managed to turn a profit thanks to the sale of a corporate jet

Trump is eyeing Syrian oil reserves while Saudi Aramco has (again) delayed its IPO

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Have a great week, thanks again.