Favorite team:LSU 
Location:New Orleans
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Number of Posts:29376
Registered on:8/11/2006
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quote:

Arabia, Russia, Iraq, United Arab Emirates, Kuwait, Kazakhstan, Algeria and Oman -- on Sunday agreed to a 206,000 barrel-per-day production increase amid attacks by Iran on the oil and gas facilities of several of its members in the Persian Gulf.


Best of luck with that
quote:

Nobody is falling for your leftist bs.


Check my post history, his behavior is cuckoo
I voted for him 3x and think the last month is far beyond stupid and he needs to go. He’s made the same mistake as thr first go round and surrounded himself with idiots.
[quote]Methinks they’re going to get smoked.[/

I took a pile of cheap xle calls yesterday, can’t wait to see what it’s looking like at open.
Gonna be some folks liquidated going into the weekend if these prices hold. I can’t believe people didn’t see this coming a mile away.
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Makes you wonder if he could have done both in college


Charlie ward
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Trump decides he’s walking away from Hormuz. Oil drops. Markets explode. Iran concedes….3D mother f-in chess! That’s why the Don is president. Master stroke!


Yall severely lack critical thinking skills……Trump walks away, do you think the Iranians will all of a sudden just play nice? They’ll pick up all their mines and stop collecting windfal tolls out of the kindness of their hearts? I don’t believe for a second that we’re done, why else would we be amassing troops over there? Anyone with a functioning brain knows this is far from being decided.
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do you know how much oil the United States gets out of the Hormuz Strait?


Do you think it’s favorable that we fricked it up for every single other nation and just walked away?
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prices will fall back into the $60 range. Trump will get gas prices down ASAP to keep inflation down and get us some rate cuts later. I'm betting on one before the midterms and one or two after.


Like I stated in the other thread, that isn’t happening. The supply glut was grossly overstated prior to the Iran mess and it’s going to be even worse coming out of it. Most of the levers that were (are) being used to tamp down prices are either pie in the sky numbers (OPEC has been “increasing” quotas for months….however the one small detail they forget to mention is those numbers have no basis in reality as they can’t produce that much) or outright lies like Trump continues to post.

Also, do you think the energy infrastructure that has been knocked off line in the Middle East can just turned back on with a flip of a switch?

quote:

I think the economy will pick up in second half of the year and the market ends up at least 10% from Jan 1 levels as the we get peace in the middle east, projects kick off and get rolling here, Trump tax cuts start making their way into the markets, and we get some rate cuts.


You are going to be sorely disappointed.

Outside of a global recession, you’re not seeing below $70 for awhile..

I don’t think oil companies drop all that much at the end of this mess, but I’ll gladly take any discount to accumulate more.
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Clueless? Nah. Just because he doesn't tell everyone his plan doesn't mean there isn't one. What good is it to panic and fret over something you have no control over any way?


He’s also been lying constantly in attempts to tamp down the price, if he had better options I’m sure he’d be using them.
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This is why energy companies are not even thinking about ramping up capex , and therefore service companies also are not ramping up capex either


I agree with that, however, given the length of time from planning to first oil, I don’t know this is a great strategy. At some point we’ll realize we’re in a supply deficit and at that point it will be too late. I think part of this problem stems from the giant gap between the two parties regarding energy and CEO’s not wanting to get caught with their pants down if/when the White House changes hands. Alan Armstrong Former CEO of WMB bristled when Trump mentioned reviving a northeast pipeline project due to the fact they could conceivably invest a billion into the project, only for politicians to shut it down.
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A month and a day ago, all the exports were blathering about an oil glut and oversupply crashing prices into the $40's and even $30's. 4 weeks later, it's gloom and doom the opposite way.


That was a narrative, but I follow several industry accounts with numbers that didn’t show that at all. Demand is growing, supply is trending down….Permian production is trending down, gulf of America hasn’t had a major discovery in awhile…
Like you, I’ve positioned myself well for this and what I feel the future likely holds.
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Clueless? Nah. Just because he doesn't tell everyone his plan doesn't mean there isn't one. What good is it to panic and fret over something you have no control over any way?


Other than an export ban, what tools does he have? Having the treasury shorting oil is only going to cause the opposite effect eventually if things don’t come to a conclusion.
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going to keep them in the 60's until he thinks the economy is ready


Outside of a global recession/export ban, you’re cuckoo if you think we see $60/bbl oil. I don’t hate Trump, but he’s just flailing in the wind right now and is clueless how to extricate himself from this mess.
Even prior to this little expedition capex has been dwindling, as well as oil in storage. At some point in the future if we don’t start drilling, there’s going to be major problems. I’m not even aware of any planned large GOA projects.
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WTH? Verge just started as AD. Let’s give him a chance to prove himself before we talk about sending him out to pasture.


Verge is a figure head and there to wine and dine boosters. He’s not making any actual personnel decisions.

re: Build the statue for Verge

Posted by TJG210 on 3/26/26 at 8:56 am to
Verge is a figurehead, he isn’t doing anything…..
Came across a tweet giving the price of “New Orleans” Urea, I’m not particularly knowledgeable about fertilizer, but I’ve never heard of this.

LINK

re: 1st Domino

Posted by TJG210 on 3/25/26 at 8:11 pm to
quote:

what are you talking about? we are talking about just this year.


You’re acting like injuries greatly diminished this season, he was abysmal in 2/3 other yrs.

They literally won 3 SEC games this and got crushed at home by South Carolina (pretty sure prior to injuries), not like he was even borderline decent. Had he won 6/7 then maybe I’d buy the injury arguement.

re: 1st Domino

Posted by TJG210 on 3/25/26 at 8:02 pm to
quote:

It was a PR stunt by Woody and his mouthpiece that would have people believe Vanderbilt spent millions more than Kansas on last years roster.


Exactly, loser SOUR Scott Woodward was just a giant bag of hot air. A politician in an athletic directors role.

re: 1st Domino

Posted by TJG210 on 3/25/26 at 7:59 pm to
quote:

Well this definitely just your opinion but I can play this game. All of his good players were hurt the whole year thus not making the tourney.


He was fricking 17-55 in the sec (8-46 if you take out his best season), spare me the excuses.