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Bullboard Post History

by sebastian2


T.VRN

Oil demaond to grow by 22 mbd between 2023 and 2050.

All the EVs in the world will not fix anything:   https://oilprice...

8 days ago

T.VRN

Declines in China to be offset by India (excerpt from IEA)

Fromsomewhat bias IEA of all places: https://www.iea.org/reports/indian...

12 days ago

T.VRN

From Oil to EVs, Here’s How Trump’s Victory Affect Energy:

From Oil to EVs, Here’s How Trump’s Victory Affects Energy: The win...

November 6, 2024

T.VRN

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:What news caused the tank in the last few minutes?

All I am saying is that there is a lot more to profits than just oil...

November 5, 2024

T.VRN

RE:RE:RE:RE:RE:RE:RE:RE:What news caused the tank in the last few minutes?

No US company will produce more to make a smaller profit as a result. ...

November 5, 2024

T.VRN

RE:RE:RE:RE:RE:RE:What news caused the tank in the last few minutes?

Both have pros and cons.  Remeber the first thing Joe did was cancell...

November 5, 2024

T.VRN

The whole peak oil thing :)

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

November 4, 2024

T.VRN

RE:2025 revision in production driving the price

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

November 3, 2024

T.VRN

2025 revision in production driving the price

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

November 3, 2024

T.VRN

RE:RE:RE:RE:Iran making noise

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

November 3, 2024

T.VRN

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

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

November 2, 2024

T.VRN

RE:RE:RE:My 2 cents worth

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

November 2, 2024

T.VRN

RE:Extreme OVER REACTION

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

November 2, 2024

T.VRN

I find it bizarre that oil traders are in denial

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

November 1, 2024

T.VRN

RE:Veren is the ugliest girl in the bar

This may become a takeover target at this price.

November 1, 2024

T.VRN

RE:RE:RE:RE:Amazing

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

October 31, 2024

T.VRN

RE:RE:Amazing

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

October 31, 2024

T.VRN

Conf call

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

October 31, 2024

T.VRN

Overreaction?

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

October 31, 2024

T.VRN

RE:Inventories

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

September 25, 2024

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