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How to play oil under Trump
Posted on 1/21/25 at 3:18 pm
Posted on 1/21/25 at 3:18 pm
Trying to figure out how to play this energy movement.
I heard it a lot-
Drill baby drill
Liquid gold beneath our feet
Oil majors really not doing much though.
If we drill more then the market will have more supply. There’s no indication that more supply is needed though.
With more supply, and not an equal of more increase in demand, the price of oil is likely to drop.
What’s the play?
I heard it a lot-
Drill baby drill
Liquid gold beneath our feet
Oil majors really not doing much though.
If we drill more then the market will have more supply. There’s no indication that more supply is needed though.
With more supply, and not an equal of more increase in demand, the price of oil is likely to drop.
What’s the play?
18
Posted on 1/21/25 at 3:20 pm to SlidellCajun
Produce all of the oil you want. With limited refinery capacity, gas prices will always remain above $1.00.
Posted on 1/21/25 at 3:21 pm to cornerstore
Yeah, I think there’s going to be some money flowing (pun intended) into pipelines
Looking at kinder Morgan but I owned it already and sold it. Still own center coast and it’s doing very well.
Looking at kinder Morgan but I owned it already and sold it. Still own center coast and it’s doing very well.
Posted on 1/21/25 at 3:21 pm to SlidellCajun
Exports?
Posted on 1/21/25 at 3:22 pm to SlidellCajun
Export
Posted on 1/21/25 at 3:22 pm to SlidellCajun
Install your truck nuts. Profit.
Posted on 1/21/25 at 3:23 pm to SlidellCajun
Is Keystone still off the list?
Posted on 1/21/25 at 3:26 pm to SlidellCajun
quote:
How to play oil under Trump
M is for the mud flaps she gave me for my pickup truck
O is for the oil I put in my pickup truck, drain it out, and dip my sheep
T is for Dolly Parton
H is for Haggard
E is for Eggs
R is for Redneck
Posted on 1/21/25 at 3:29 pm to PaperTiger
If Trump ushers in world peace and oil production spikes, won’t this drive down the price per barrel? I’d short E&P companies with high cost structures and buy those with good B/S and cost controls.
That said, oil projects take years to get to production so who knows when that supply overwhelms demand.
That said, oil projects take years to get to production so who knows when that supply overwhelms demand.
Posted on 1/21/25 at 3:30 pm to SlidellCajun
Put options. More drilling = lower prices
Posted on 1/21/25 at 3:33 pm to SlidellCajun
The play is cheap energy with an explosive infrastructure investment coming from foreign interests. That combined with reduced internal taxation and government efficiency will propel us into a new Era of prosperity.
BOOM MAGA MAGA MAGA BOOM!!
MAGA supporter to Rachel Madcow:
"How ya like us nowww!"
Rachael Madcow to MAGA supporter:
"I didn't get a pardon!" (Crying uncontrollably)
BOOM MAGA MAGA MAGA BOOM!!
MAGA supporter to Rachel Madcow:
"How ya like us nowww!"
Rachael Madcow to MAGA supporter:
"I didn't get a pardon!" (Crying uncontrollably)
Posted on 1/21/25 at 3:33 pm to Enfuego
quote:
Put options. More drilling = lower prices
Put options with the SPR at its lowest levels in decades thanks to Potato? Okay, good luck with that I guess.
Posted on 1/21/25 at 3:38 pm to SlidellCajun
The US imports about the same amount of oil it exports daily. Stop importing foreign oil.
Posted on 1/21/25 at 3:38 pm to SlidellCajun
Trump is going to sanction the shite out of Iran and Venezuela. He’ll also force Russia to stop the war by telling China and India the loopholes to circumvent sanctions are now closed. Putin probably stands pat at least initially and that would cause prices to soar. Be good for a little while but idk if the American wallet could survive an extended energy crunch especially if we are already dealing with tariffs.
Posted on 1/21/25 at 3:39 pm to SlidellCajun
I work for a small independent consulting company and we went from 1 client the last 2 years to 3 new clients in the last 3 weeks.
The wheels are turning and I'm getting pulled in different directions already. Starting to hire warm bodies now.
Can you run title?
Are you interested in buying any working interest in a well?
The wheels are turning and I'm getting pulled in different directions already. Starting to hire warm bodies now.
quote:
What’s the play?
Can you run title?
Are you interested in buying any working interest in a well?
Posted on 1/21/25 at 3:42 pm to Timeoday
quote:
Produce all of the oil you want. With limited refinery capacity, gas prices will always remain above $1.00.
This.
But becoming O&G self reliant would be a good thing.
This post was edited on 1/21/25 at 3:44 pm
Posted on 1/21/25 at 3:46 pm to cornerstore
Took a position in LPG today, hoping the export ban goes away quickly.
Posted on 1/21/25 at 3:46 pm to graves1
quote:
The US imports about the same amount of oil it exports daily. Stop importing foreign oil.
I don't know hardly anything about downstream operations, but those that do have said that we import heavier oil because that's the stuff our major refineries are built to handle. We export the lighter stuff that we produce in places like Permian.
So if that's the case, "Stop importing foreign oil" doesn't quite work.
This post was edited on 1/21/25 at 3:49 pm
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