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Bullboard Post History

by sebastian2

T.VRN

The whole peak oil thing :)

French oil and gas giant TotalEnergies (NYSE:TTE) has...

1 hour ago

T.VRN

RE:2025 revision in production driving the price

Sorry typo:  ... the company is not rethinking this...   ...

1 day ago

T.VRN

2025 revision in production driving the price

Basically the impact of revisions on 2024 is minimal ~1%.  What spooked...

1 day ago

T.VRN

RE:RE:RE:RE:Iran making noise

The current concensus is that given the relatively small number (~12,000...

1 day ago

T.VRN

RE:RE:RE:RE:RE:My 2 cents worth

Agree on that.  I would forget all this obsession with China. ...

2 days ago

T.VRN

RE:RE:RE:My 2 cents worth

Exactly, totally agree.  In conf call they actually confirmed and RBC I...

2 days ago

T.VRN

RE:Extreme OVER REACTION

The only problem is you are trying to apply logic to a set of circumstances...

2 days ago

T.VRN

I find it bizarre that oil traders are in denial

https://ca.news.yahoo.com/iran-warns-could-seek-nuclear-194655181.html. ...

3 days ago

T.VRN

RE:Veren is the ugliest girl in the bar

This may become a takeover target at this price.

3 days ago

T.VRN

RE:RE:RE:RE:Amazing

Because it is for the internal market consumption purposes.  They...

4 days ago

T.VRN

RE:RE:Amazing

With US and Canada beeing the major producers and exporters (20% of world...

4 days ago

T.VRN

Conf call

Interesing call, kind of confirmed this is an overreaction when asked about...

4 days ago

T.VRN

Overreaction?

Definitely an overblown overreaction, (I find energy markets to exhibit...

4 days ago

T.VRN

RE:Inventories

Yup, with China stimulus, lower int rates, AI energy demand projections...

September 25, 2024

T.VRN

Inventories down, conflict, supply disruption, China stimulu

We have inventories way down for the week, China stimulus, Middle East...

September 25, 2024

T.VRN

RE:RE:Traders may be wrong on oil

Sorry, not that I trust anything from China (I have extensive first hand...

September 11, 2024

T.VRN

Traders may be wrong on oil

We see the oil price lately driven by trader sentiment that may be wrong IMO....

September 10, 2024

V.ION

Lithium overhyped...

Lithium is basis for old technology.  Main issue is that there really is...

July 25, 2024

T.VRN

API reporting delines in inventories

crude down 3.9 Mb gasoline down 2.8 Mb distilates down 1.5 MB  combined...

July 23, 2024

T.VRN

RE:RE:RE:Drill baby drill... oil heading lower

That is really not that much with US producing 13% and Canada just shy of 5%....

July 20, 2024

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ... Next

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