Diversified Energy Share Discussion Threads

[kaos3] 26/1/2024 13:56

Can not see - what you are saying. i hope you are right

but those open shorts ... i said on advfn few days ago... shorts are not finished ... because they were note closing...

those vols were for the shares transfers imho

[kaos3] 26/1/2024 13:54

My Administration is announcing today a temporary pause on pending decisions of Liquefied Natural Gas exports – with the exception of unanticipated and immediate national security emergencies. During this period, we will take a hard look at the impacts of LNG exports on energy costs, America’s energy security, and our environment. This pause on new LNG approvals sees the climate crisis for what it is: the existential threat of our time.

[kaos3] 26/1/2024 13:51

citat

...freeze new export permits for liquified natural gas (LNG) until the Department of Energy (DoE) can figure out climate impacts.

meaning ... after expiration of the present ones one by one ... exports will be dropping ... until they find out...

i might be wrong

[bountyhunter] 26/1/2024 13:51

The Henry Hub gas price moves around by a percent or two most days and that's all that's happened today.

[bountyhunter] 26/1/2024 13:50

I read that it only relates to "new liquefied natural gas export projects" (new licences and extensions for new projects after 7 years when still in progress) in which case existing exports or extensions for those should not be affected.

[bountyhunter] 26/1/2024 13:47

I read that it only relates to "new liquefied natural gas export projects" (new licences and extensions for new projects after 7 years when still in progress) in which case existing exports or extensions for those should not be affected.

[kaos3] 26/1/2024 13:44

bounty ... i asked on the other bb ... what is the average present duration /to expiery/ of such a licence. then we will have clearer picture.

can not find useful info

[kaos3] 26/1/2024 13:42

well - ng is reacting

chart

[bountyhunter] 26/1/2024 13:41

It relates to "new liquefied natural gas export projects" so nothings changing with existing LNG exports anytime soon. Biden is also seriously denting his chances of re-election; maybe he doesn't fancy another 5 years in the White House.

[bountyhunter] 26/1/2024 13:36

It relates to "new liquefied natural gas export projects" so nothings changing with existing LNG exports anytime soon. Biden is also seriously denting his chances of re-election; maybe he doesn't fancy another 5 years in the White House.

[kaos3] 26/1/2024 13:26

who will supply the rest of the world. friendly states maybe... will they make higher profits...

most of the world is growing double... people and industry... and they need hc ... and they are less green

[1knocker] 26/1/2024 13:21

US politics is crazy, but Biden's achilles heel (age and mental decrepitude aside) is perception of the economy and inflation. Folks notice pump prices.

I suppose an export ban might (a) reduce domestic prices and (b) increase export prices, but the US strategy seems to be to talk green, hammer foreign fossil fuel production, and ramp up US O&G production to make the rest of the world dependent upon US supply (paid for in dollars). The rest of the world is already paying prices far in excess of those paid by domestic consumers, which gives US manufacturing business a major competitive advantage.

One point worth bearing in mind though is that US oil reserves are very low and wil ave to be replenished at some time, preferably when the price is low, so a squeeze on oil exports might make some sense. But that does not apply to gas.

[bountyhunter] 26/1/2024 13:13

If the Republicans get in that will be in the shredder (along with the letter from the four minor democrats although that carries no weight) and it only relates to new licence applications so it won't affect existing licences.

[kaos3] 26/1/2024 13:08

notice the industry response timing ... same moment as the white house press... it can not be done in a few hours looking at who all signed it

they all knew in advance...
shorting makes more sense now to me
and include congress ... did they knew too i ask my self ... democrats

[kaos3] 26/1/2024 13:04

good we are in a stable and safe jurisdiction

[kaos3] 26/1/2024 13:02

yeah. what is the duration of such a licence... and when they expire....bad for the whole industry imho on average and the NG price

crazy

[marine boy] 26/1/2024 13:00

Making existing licences more valuable.

[kaos3] 26/1/2024 12:57

US LNG export licences ban

[kaos3] 26/1/2024 12:56

nat gas us export licenses ban discussed ...

here we go....
shorts knew. obviously

[mindthestash] 26/1/2024 12:55

From telegraph just now

Live Markets Biden slams the brakes on US gas boom after climate activist pressure - latest updates

Presumably it will limit new well supply?.

Drill baby drill says trump

[bountyhunter] 26/1/2024 12:54

The clever ones will get out before they get margin calls. Maybe that's what whites has been doing unless he's been stuck in a Cobra style meeting all morning.

[stevensupertrader] 26/1/2024 12:39

Shorters starting to worry - soon will be over £10 . Shorters are losing the fight

[bountyhunter] 26/1/2024 12:35

Ten quid later today?

[justiceforthemany] 26/1/2024 12:15

It's clear the short sellers want DECs market cap to fall below the FYSE 250 exit threshold and then get tracker funds to sell. This may have happened earlier this week. The market cap is only 10% above the threshold.
Stakeholders need to ensure this does not happen.