Posted: 9/30/2025 4:12:45 PM EDT
[Last Edit: SkiandShoot][Edited]
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Remember whether you are investing or trading, you are betting on opportunity cost of "is this going to be worth more than that" in whatever time horizon you are putting your funds at play. It seems like each decade had major big winners and then losers. Is Oil and Gas the next best thing for the future? Opportunity cost is certainly a driving force not emotion. Attached File |
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While Trump is certainly pro-energy, he seems to want oil/gas as cheap as possible. Fracking isn't competitive when oil drops below ~$60. At some point there will be a reckoning - do we want $1.50/gal gas on imports, or do we want to be energy independent at $3/gal? |
Posterity! You will never know, how much it cost the present Generation, to preserve your Freedom! I hope you will make a good Use of it. If you do not, I shall repent in Heaven, that I ever took half the Pains to preserve it.---John Adams
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Originally Posted By intheburbs: While Trump is certainly pro-energy, he seems to want oil/gas as cheap as possible. Fracking isn't competitive when oil drops below ~$60. At some point there will be a reckoning - do we want $1.50/gal gas on imports, or do we want to be energy independent at $3/gal? Everyone is supposed to take a bite of the shit sandwich and pay higher prices to bring manufacturing back to America. However, it's unacceptable to pay actual E&P costs for fracking and oil sands production to keep energy jobs in America. I look at energy stocks for their dividends, not growth, although I'm happy to see growth when it happens. That applies to oil & gas as much as it does to utilities. I made some good investments when public sentiment was green, but now I'm more inclined to hold or sell for better opportunities if I see them. |
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Nat gas and gas turbines are going to power AI in the short term. IMHO, There's just not enough base load available for that kind of rapid expansion. Microsoft is pretty much paying to bring back one of the old TMI reactors back online (or keep it from being retired, I can't remember which.) That's just my take ,YMMV. |
Those who ignore history are doomed to repeat it..
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Not sure if oil and gas are the next big thing but I’m keeping a close eye on Venture Global / $VG. They’re down 13% after hours having lost a case in arbitration with BP. They have projects in the works that would allow them to overtake Cheniere in LNG production which should make them the #2 producer in the world. Curious what happens in the morning, this could be a good entry point but time will tell. |
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Originally Posted By Procat: Not sure if oil and gas are the next big thing but I’m keeping a close eye on Venture Global / $VG. They’re down 13% after hours having lost a case in arbitration with BP. They have projects in the works that would allow them to overtake Cheniere in LNG production which should make them the #2 producer in the world. Curious what happens in the morning, this could be a good entry point but time will tell. I have a few shares of VG that I got recently, will probably grab some more after the open. Also holding NEXT, two gas stocks are enough for me. BOIL is good for a swing trade when ng prices jump up and down..Pro Shares leveraged ETF Bullx2 |
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Originally Posted By rtlm: I have a few shares of VG that I got recently, will probably grab some more after the open. Also holding NEXT, two gas stocks are enough for me. BOIL is good for a swing trade when ng prices jump up and down..Pro Shares leveraged ETF Bullx2 Real sweethearts they are. BP and a few others lend them money to build a LNG facility in exchange for future deliveries at X prices. They build the plant and start selling lng at spot to other buyers while BP et al are out buying at spot instead of at the contracted prices because “uh, but the plant isn’t “officially” open. Hurdur… BP awarded $1 billion in arbitration. Then again, as a shareholder, you might want a bunch of greedy unprincipled cunts working for you. Then again, if they’ll fuck BP et al, how will they treat you? lol |
Whoever double-crosses me and leaves me alive, he understands nothing about Tuco. Nothing!
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Originally Posted By dogsplat: Real sweethearts they are. BP and a few others lend them money to build a LNG facility in exchange for future deliveries at X prices. They build the plant and start selling lng at spot to other buyers while BP et al are out buying at spot instead of at the contracted prices because “uh, but the plant isn’t “officially” open. Hurdur… BP awarded $1 billion in arbitration. Then again, as a shareholder, you might want a bunch of greedy unprincipled cunts working for you. Then again, if they’ll fuck BP et al, how will they treat you? lol Originally Posted By dogsplat: Originally Posted By rtlm: I have a few shares of VG that I got recently, will probably grab some more after the open. Also holding NEXT, two gas stocks are enough for me. BOIL is good for a swing trade when ng prices jump up and down..Pro Shares leveraged ETF Bullx2 Real sweethearts they are. BP and a few others lend them money to build a LNG facility in exchange for future deliveries at X prices. They build the plant and start selling lng at spot to other buyers while BP et al are out buying at spot instead of at the contracted prices because “uh, but the plant isn’t “officially” open. Hurdur… BP awarded $1 billion in arbitration. Then again, as a shareholder, you might want a bunch of greedy unprincipled cunts working for you. Then again, if they’ll fuck BP et al, how will they treat you? lol Looks like the court case can run into 2026, so I might not buy the dip. |
"I got this. We'll skip the dicks" DK-Prof 12/7/21
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Originally Posted By Positronic: Uranium. My Uranium plays are ALL doing well. Oil will still be around for 50 years, but the PRICE in the short/ medium term will trend DOWN. About a year ago someone in this forum was talking up uranium. Was that you? I did a little research and threw some play money at the URA ETF when it was under $30. It's just over $50 now so I can't complain. |
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Investing in energy stocks isn't for the faint of heart, or buy and hold types. I hold a bunch of AM stock and it's treated me well, but I bought most of it when it was below 13-14$. It's my #1 holding by a long shot. BUT now is not at a good entry point. I would advise against buying it today. I'll dump it in a heartbeat if it gets below $17. |
Those who ignore history are doomed to repeat it..
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Bump this up... I have purchased the following over the last month or so, these are small positions. Utilizing 2 different accounts that have no tax implications. Total % returns are since I bought them, not gonna check the dates purchased. AMLP +1.87% CVX +1.58% ENB +1.37% KMI +5.48% NEXT +1.48 VG -1.43% SLB +9.38% ET +.96% MPLX +4.5% XOM +3.13% |
"I got this. We'll skip the dicks" DK-Prof 12/7/21
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Originally Posted By rtlm: Because I have been getting my ass kicked on Natural Gas...Leveraged ETF BOIL I'm not giving in though  https://www.ar15.com/media/mediaFiles/542569/Nat_gas-3641063.jpg Originally Posted By rtlm: Bump this up... I have purchased the following over the last month or so, these are small positions. Utilizing 2 different accounts that have no tax implications. Total % returns are since I bought them, not gonna check the dates purchased. AMLP +1.87% CVX +1.58% ENB +1.37% KMI +5.48% NEXT +1.48 VG -1.43% SLB +9.38% ET +.96% MPLX +4.5% XOM +3.13% XOM, PSX, and CVX bought during dips have worked out well. |