RE:RE:RE:SPR Release NovemberI saw that Iranian President on 60 minutes last night , how does anyone seriously suggest there is a deal to be made there ? He has no respect for anyone or anything and now he is on his way to the UN meetings in NY , his attitude should open a few more eyes to the risk these clerics are .
I may be imagining things but I seem to be noticing a growing wave of energy awareness in the US at least . On CNBC earlier today who said that "more supply" is a better way to deal with inflation than elevated interest rates , something so simple a child could figure it out but governments can't . Its easier to kill the economy than to admit you F-ed up and fix the problem . I'm getting a more "don't BS me" tone in segments discussing O&G especially with CNBC .
Crammer is doing a road trip week from San Fran/Silicon valley , which usually meant "tech , tech , tech" but instead he's looking more at whether those stocks are cheap enough . More shockingly , his last monologue (from San Francisco) was all about Nat Gas and the need for more pipeline construction to handle the needed increased volumes . Reality is working its way into the conversation again as self preservation is more concerning than "if's and maybe's" . More understanding of FCF , debt reduction and shareholder return show O&G is the one sector making money and the only choice for investments going into fall and winter .
Oh , that's right , tomorrow is the first day of fall . Time to start thinking about snow tires and winterizing the vehicle . Maybe get that furnace tuned up too , lol .