RAWenergy
@WAR527
Top guru all things energy; multi-millionaire CEO; Pres. local chapter, 'Liar's Anonymous' http://rawenergy.substack.com
Prof Damodoran, a noted expert on corporate valuation, just updated his data through '22. An article and chart on his site shows how FCF (either FCFF or FCFE) SHOULD be calculated. I have calculated it similarly for decades, since well before E&P mgts bast***ized the defn 1/n
TACO Thursday! Mmmmmm
THE TRUMP ADMINISTRATION HAS GRANTED CHEVRON A NARROW, LIMITED LICENSE TO RESUME MAINTENANCE-LEVEL PUMPING OPERATIONS IN VENEZUELA, EFFECTIVELY REVERSING ITS PREVIOUS BAN - WSJ
"Frack frack frack." Not misspelled. Me reacting to most of @SecretaryWright energy posts (paraphrased)
Who could have guessed? 🙄
BREAKING: Japan says they haven't agreed to a tariff deal with the U.S. and there's no start date.
WTI/ HH 22:1. But sure, let's hear more about BOEs, esp from cos that are natty-oriented. 🙄
Trump unlikely to enforce tariff threat on Russian oil reuters.com/business/energ…
Trump swings by Scottish oil hubs as UK energy debate flares ft.com/content/0dc1ca… via @ft
Every time the President brings home promises that some country will buy more of our commodities — rice, soybeans, etc — he's been played. The same ships will leave the same ports with the same rice, but simply head to a different port.
$ATH reports 2Q25. Had to post this because "Pristine" must be a Canadian term for "Fortress." atha.com/uploads/AOC_Q2…
But what about BTFD, HODL, TTM, FOMO, etc., the time-tested trading strategies? 😉🙄
Before you quit your day job . . . Learn how to manage your trading like a business: 1) Manage risk first and foremost 2) Buy and sell inventory, capture the spread 3) Take a systematic approach, and iteratively improve your strategy 4) Focus on execution without emotion
BREAKING: The US M2 money supply surged +4.5% YoY in June to a record $22.02 trillion. This marks the 20th consecutive monthly increase and the largest increase since July 2022. The surge brings M2 closer to the 2000–2025 average annual growth rate of 6.3%. Additionally,…
$TTE warns of oil supply glut in weakening global economy ft.com/content/c34499… via @ft
Powell: "This doddering fool to my right is way off base, as usual"
Jerome Powell’s expressions are priceless 😭
$CHORD to market non-op assets in Marcellus, operated by $EXE, with estimated value $500 mm according to Energy Advisors Group @divestmentpros hartenergy.com/exclusives/exc…
New report out to 3FR clients: -Trump's threat to replace Powell w/ an administration puppet is accelerating the debasement mindset. -Automatic flows to dry up between mid-August and October. -Introducing the new 3Fourteen Daily Sentiment Composite.
What if the U.S. started a trade war, and the White House got bored halfway, and wandered away? Well, we're living it. It has been 12 E̵p̵s̵t̵e̵i̵n̵ days since the White House bothered to issue a tariff letter, and it has left the job only about one-seventh done.
Trump’s 30% tariffs on China, set for Aug 1, may backfire. While targeting metals, China is racing ahead in clean energy—spending $1.9T last year and nearing breakthroughs in thorium and fusion. “The trajectory is not favorable for the U.S.” #CleanEnergy #Tariffs #China…
$OVV reports results of their new drug trial ... wait, wrong release $OVV reports 2Q25 results PR: investor.ovintiv.com/2025-07-24-Ovi… Supp. F/S: investor.ovintiv.com/image/q2-2025-… Presentation: investor.ovintiv.com/image/OVV-2Q25… 10-Q: investor.ovintiv.com/image/q2-2025-…
Today's post: STOP THE DISTRACTIONS. RELEASE THE EPSTEIN FILES. JUSTICE FOR THE VICTIMS. JAIL FOR THE PERPS!!!🤬
$CVX Next Move: Develop or Divest Bakken After Hess Deal hartenergy.com/exclusives/che…
