The 360 Digital Closing Bell: Recent Episodes
EnerCom Inc. | Oil and Gas 360
The 360 Digital Closing Bell Podcast brings you the days most important energy market news, hosted by Michael Tanner. Join him each day to cut through the noise and glimpse into the energy markets.
Another week, another rant from the team over at www.oilandgas360.com. We rant about:
- $OVV selling Eagleford assets, lol
- Hedging update
- $SM lives to fight another week
- International News Desk
Email the show to tell me how wrong I am - mtanner@enercominc.com
Another Oil and Gas Show from the gang at OAG360 (www.oilandgas360.com)
The guys cover:
- CL/NG levels
- Libya crushes crude bulls dreams
- Earnings lessons so far (Oil Co's cannot live on GAAP earnings alone..)
- so much more
Check out our Energy News Beat on YouTube every single day at 2 PM: https://www.youtube.com/channel/UCZJu-2xaV-FZOZG9emwN3Zg?view_as=subscriber
Email the show and tell us how wrong we are: mtanner@enercominc.com
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
OAG360 team back at it via the worlds great website www.oilandgas360.com for the week ahead in energy
Michael and Stu start by covering the levels for CL and NG for the week, Michael goes bullish on both while Stu takes a bearish tone (hopefully he is wrong)
Then then cover all the happenings from the weekend, including:
- $CVE - $HSE merger
- $MCF buys MidCon (and with that the death of the MLP)
- Libya turns on "El Jefe" field
- etc...
Email the show and tell us how wrong we are: mtanner@enercominc.com
360 News Desk: 360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
WE ARE BACK ON PODCAST after Michael finally figures out what he should have done all along (typical).
We cover all the news that happened this week in the energy markets including:
- $COP/$CXO deal (Midland Strong, Midland Proud?)
- OFS earnings
- $PXD/$PE (Sheffield's get two turkeys this Thanksgiving)
- US LNG export reports driving natural gas prices higher
- DOE Inventories (crude oil and natural gas)
- OPEC+ and Club Med move markets AGAIN
- EQT/CNX Resources rumor..
- $REI offers $18 million in new equity
- so much more
We change Stu's name to Plato, unfortunately chat about the debate (could be our last show?) and discover that Michael REALLY wants you to watch the YouTube Daily Energy Market Summary
Email the show and tell us how wrong we are: mtanner@enercominc.com
360 News Desk: 360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Another Monday means another rambling episode of the 360 Digital Closing Bell! Michael starts but getting WAYY to deep into fall redetermination season and you learn way more than you want to about borrowing bases vs bank commitments.
Stu touches on some more ESG (yeah I know) and how the need for standardizes reporting methods are much needed.
Michael then covers the levels for CL and NG for the week, and the commitment of traders.
Email the show and tell us how wrong we are: mtanner@enercominc.com
360 News Desk: 360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
First show of Q4 starts out wild on the back of President Trump testing positive for COVID-19, sending the markets into a frenzy to start the show. The crew from OAG360 cover everything that happened during the crazy energy market week, including:
- DVN/WPX deal and fallout (EnCap strikes again)
- $LONE and $OAS funerals
- COGCC approves 2K setbacks
- Yes, we cover the debate ekkkkkkkke
Michael then quickly covers the levels for the week to get everyone out on time before Christmas.
Email the show and tell me how wrong we were: mtanner@enercominc.com
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Dashboards: https://www.oilandgas360.com/dashboards/oil-and-gas-inventories/
PACKED MONDAY on the The Oil and Gas Show 360 Digital Closing bell from the team at www.oilandgas360.com!
We learn early on that Michael is single because he can't "DYI" (which for those keeping track at home, its "DIY") and the the Energy 360 podcast has some GREAT guests coming up.
Diving into the weekend happenings, Stu has a packed international news desk with more Club Med news, Exxon and carbon capture and some suspect Chinese PPE.
Michael then covers everything from the DVN/WPX deal: salaries, buyouts, who got shafted (Felix employees) and what this means moving forward for this new company.
Email the show and tell us how wrong we are: mtanner@enercominc.com
360 News Desk: 360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
HAPPY 50th birthday to the show as the team from OAG360 brings you everything that happened in the oil patch for this week.
Heavy international and oil major show (which Michael hates) as Shell shifts to less oil production (following its international counterparts), California bans gas powered cars starting in 2035 and of course, international politics at its finest
Michael then covers the level for crude oil for the week, looks at the DOE inventories.
Email the show: mtanner@enercominc.com
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Huge market selloff to begin the week as the Dow Jones dropped 843 points, or 3.1%. The S&P 500 lost 2.5% while the Nasdaq Composite fell 1.6%. Stock fell on worse than expected COVID-19 optimism and uncertainty on any new fiscal stimulus. Traders are eyeing key reversal pts in the markets
Crude oil prices take a beating, tumbling below $40, settling around $39.76 around 1:15 PM MST. Natural gas prices do the worst out of any today, losing over 10% with the front month trading around $1.83.
US Shale News
- $OXY pays Buffet preferred stock in cash
- Shell cutting US jobs
- $DEN completes financial restructuring
- $NOG completes reserves stock split
International
- Mideast energy forum takes shape to promote gas exports
- Oil prices slip on Libyan oil returning to market
Email the show mtanner@enercominc.com
Monday brings another episode of the 360 Digital Closing Bell via the worlds greatest website www.oilandgas360.com
Michael and Stu cover a bunch of random stories, including Shell going green, mircogrids (?) a new Tropical Storm and COGCC emissions limit. Michael then covers the levels for CL and NG.
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Email the show mtanner@enercominc.com
Another Friday, Another 360 DCB from the gang at OilandGas360.com!!
Stuart and Michael walk you through the week that was in oil, covering everything from BP week, $LONE funeral, $OAS missed interest payments (only mostly dead) and natural gas takes a BEATING from inventory Thursday.
Michael then walks you through the levels for the week for CL and NG and covers all the DOE numbers for the week.
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Email the show mtanner@enercominc.com
Volatile day for the overall equities markets today as major indices each fall over 1% with renewed stress on tech stocks, NASDQ down over 1.75%. Conflicting COVID-19 vaccine news amid stalled stimulus 2.0 also weighed on investors today. First-time claims for unemployment insurance totaled 860,000 in the week ending Sept.12, versus an estimate of 875,000, according to economists polled by Dow Jones.
Crude oil prices were supported by fallout from Hurricane Sally, finsing above $41 for the afternoon session. Natural Gas prices drop over 10% to around $2 off EIA show 89 BCF build in natural gas stocks.
US Shale News
- DOE Natural Gas inventories: stock draw and production gains
- Hurricane Sally Update
- EQT bids for Chevron’s Appalachia assets
- Whiting Petroleum provides 2H 2020 under new regime
International
- Iraq appoints oil minister as head of NOC
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Email the show mtanner@enercominc.com
Major indices flat with Dow Jones rising 0.5% off indication from the Federal Reserve that interest rates will stay at near zero levels for the foreseeable future. “With inflation running persistently below this longer run goal, the Committee will aim to achieve inflation moderately above 2 percent for some time so that inflation averages 2 percent over time,” the Federal Open Market Committee said in a statement.
Crude oil prices spike off the back of Hurricane Sally making landfall and DOE reporting that crude oil inventories drew just over 4 million BBL’s , with production jumping 900K with GOM restoring some leftover shut in production from Laura. Natural gas prices stumbled 4.5% pts off news of cooler weather and expected draws in natural gas inventories, due out tomorrow around 8:30 AM MST.
US Shale News
- DOE Crude Oil inventories: stock draw and production gains
- BP selling around 600K in production over the next 5 years
International
- OPEC meets this week
- EU and Turkey update
Email the show mtanner@enercominc.com
Follow the 360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Dashboards: https://www.oilandgas360.com/dashboards/oil-and-gas-inventories/
Choppy Tuesday in the markets today as huge gains are lost toward the end of the trading session. The S&P 500 gained 0.4% and the Nasdaq moved 1%. The DJIA fell, giving up an over 230-point gain and trading just below the open
Crude oil prices jump 2.75% off of nearly 25% of GOM shut in due to Hurricane Sally. Shell said Sept. 15 it shut in production at its Appomattox platform, while also curtailing oil volumes at its large Olympus, Mars and Ursa facilities. Chevron said it has shuttered production at its Blind Faith and Petronius platforms in the deepwater US Gulf.
US Shale News
- Lonestar files Chapter 11
- Hurricane Sally Shutting In around 27% of GOM production
International
- Petrobras in talks with SBM Offshore for largest oil production unit in Brazil
HOT OF THE PRESSES – New week brings new optimism in the stock market as equities market as each major indices finishes green, with NASDAQ finishing up 1.75% off the back of TikTok (yes, TikTok) US Operations gets sold (?) to Oracle (HAHAHA) pending US regulators approval. Telsa gets a bump from Goldman Sachs with a report citing increasing Chinese demand and Nvidia is buying chipmaker Arm Holdings from Softbank for $40 billion.
On the crude oil side, crude oil prices finish flat around $37.19 late in the morning trading session, with the Gulf of Mexico prepping for a Tropical Storm that will shut in at least one Philips 66 refinery. Natural gas prices rise off cooling temperatures and seasonal draws coming in. OAG360 expects a draw of natural gas stocks around 35 BCF on Thursday.
US Shale News
- Will Oasis make interest payment?
- Biofuel mandate waivers DENIED by EPA
International
- BP Energy Week Update: Peak Oil Demand and Green Energy
- US Regulators split with EU/UK over ESG investing
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Email the show mtanner@enercominc.com
Another Monday, Another 360 Digital Closing Bell Week Ahead Podcast!
Name of the game today: International News Desk
- BP Week - this will be good
- Libya is wild
- And Stu has jackhammers going below him'
As always Michael then covers the levels for the week for CL for the week and the commitment of traders
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Email the show mtanner@enercominc.com
Another Friday, another weekly lookback podcast with the gang at OAG360 (WORLDS GREATEST WEBSITE) covering everything that happen this week in energy.
- Oil prices TANK
- COGCC enacts 2,000 ft setback rule
- Saudi slashes OSP
- BP gets in on offshore wind
- so many more at https://www.oilandgas360.com/eenfp/newsdesk/
Michael then covers the levels for CL for the week (hint: YIKES)
360 News Desk: https://www.oilandgas360.com/eenfp/newsdesk/
Email the show mtanner@enercominc.com
HAPPY LABOR DAY TUESDAY from the team at Oil and Gas 360!! We have a great show, starting with crude at $37 and what that means from RBL re determination season, along with the ongoing blackouts in CA.
Then Michael covers the levels for CL for the week and checks in with the COT.
Email the show mtanner@enercominc.com
360 News Desk: https://www.oilandgas360.com/eenfp/een-tv/
Another WILD WEEK for the 360 DCB. Stu and Michael cover all the top storeis from the 360 News Desk (https://www.oilandgas360.com/eenfp/een-tv/0)
- LBRT / SLB review (good deal for LBRT)
- Chevron CFO coins "CEO's per BOE"
- CHK looses contract dispute
Michael then covers the levels for CL and looks at the DOE
Email the show mtanner@enercominc.com
ANOTHER MONDAY ANOTHER Digital Closing Bell from the gang at OilandGas360.com. Michael starts by chatting energy technogly and shift away from E&P having internal teams to handle all things tech.
Then they dive into the stories for the week, levels for crude oil and the 360 official non official fund.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
Another Friday, Another Digital Closing Bell!
Michael and Stu cover the top stories for the week, including:
- Blackstone sells pipelines
- DAPL AGAIN?!?!?
- Hurricane Laura Update
As always we cover the levels for CL and NG and the DOE inventory levels.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email show mtanner@enercominc.com
POST CONFERENCE MEGA SHOW for the 360 Digital Closing Bell Team!! Back after a 10 day hiatus!
Stu and Michael start by deep diving all things The Oil and Gas Conference, from key takeaways, hot stories and winners and losers (blood pressure). Also cover the stories that happened while we were gone. As always, Michael covers the levels for the week (neutral basis) and the COT.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
Another Friday, Another 360 Digital Closing Bell!
Show starts with Michael getting stressed out over Oxy's balance sheet (looked like his start up bank account days), chat about some midstream M/A deals (Game of Pipes) among other top stories for the week.
Michael then covers the levels for CL, checks in with the DOE levels as well.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
SHORT-MEGA SHOW from Oil and Gas 360 DCB Team!
Michael pops into the studio for a solo show (Stu on a flight) and in honor of all E&P earnings he holds the 360DCB earnings call (both GAAP and non-GAAP of course), chat global M&A deals among other stories for the week
As always Michael then covers the level for CL and the Commitment of Traders
Show brought to you by Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
Another Friday, another WILD earnings week for the Digital Closing Bell team. Stu and Michael cover everything that happened in oil and gas this week, including:
- BP goes green (sort of)
- Also shows why its never been more required to have ESG, specifically the E
- Variable dividend talk...
- Fieldwood Energy bites the dust (again)
Then Michael covers the levels for CL and NG and checks in the with DOE.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
MEGA SHOW for you here on this Monday August 3rd 2020. The gang from OilandGas360.com cover all things energy for this week.
Michael starts by diving into GAAP vs. non-GAAP earnings, explaining the difference and providing an example from our good (?) friends at Concho Resources (NYSE: CXO).
Also cover:
- Remote drilling up BIG and Michael's word of wisdom for the day
- MRO sells Speedway for $21 billion
- EARNINGS COMING IN HOT AGAIN THIS WEEK
As always Michael covers the levels for CL and the COT.
Show is brought to you by our friends at Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
Another Friday, Another 360 Digital Closing Bell, Michael and Stu covering EVERYTHING EARNINGS
- CXO shows us why non-GAAP accounting is sweet
- Midstream makes CASH still
- Transocean (NYSE: RIG) also makes out well
Michael then covers the levels for oil trading and the DOE #'s for the week.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
Another Monday, Another week ahead podcast from OAG360!
Michael and Stu dive into global oil break-even prices (and get sidetracked per usual) and talk about how this is probably a house of cards waiting to tumble.
Michael shifts to covering the stories he is watching for the week in oil, Stu checks in with international news desk and Michael covers the levels for CL for the week!
Show brought to you by Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
Another Friday, Another 360 DCB! Stu and Michael cover everything you need to know about energy markets. Stories include
- Earning season for oil and gas services in full swing
- SLB, BAKER and HAL all report less than favorable earnings
- We revisit the US Supreme court ruling surrounding Native American land in Oklahoma
- Chevron buys Noble
- Any clues for recent M&A forecast
- International gas play
Michael then covers the levels for week for CL and checks in with the DOE.
UPDATE: 360 official non-official fund is still suspended
All articles can be found at Oil and Gas 360 News Desk
Show is brought to you by Adamantine Energy
Email the show: mtanner@enercominc.com
Another Monday, Another 360 DCB week ahead podcast!!
Michael and Stu start the show by giving an overview of what to expect in Q2 earnings (hint: YIKES) and each give a predication for the season! Then they shift to covering the stories to watch out for, including a dip into politics (oh no) with a pledge by Michael to have abs by 2050
Tanner then covers the levels for the week, COT and the suspended 360 official non official fund.
Show is brought to you by Adamantine Energy: www.energythinks.com
Charts: https://www.tradingview.com/chart/y0fsl5aa/
Email the show mtanner@enercominc.com
Another Friday, Another edition of 360 DCB week that was. Cover main stories in energy this week
- DAPL is back on? (must have hired Haynes and Boone)
- OPEC+ turns on some production
- California Resources Corporation finally declares Chpt 11 (moment of silence for the deceased)
As always Michael covers the levels for CL for the week, checks in with both the DOE inventory numbers and the suspened 360 official-non official fund
Show brought to you by Adamantine Energy: www.energythinks.com
Email the show mtanner@enercominc.com
Monday Morning means another 360 Digital Closing Bell. Gang covers
- DAPL (briefly, we all know its a hit job)
- OPEC relaxing cuts (knew this was coming)
- ESG in Australia
Michael then covers the levels for CL (hint: bearISH) along with checking in with the COT.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
Friday edition of the Digital Closing Bell podcast!! Michael and Stuart start off by covering all the top stories for the week, including:
- Warren Buffet buys Dominion Energy
- Boca Raton based energy SPAC files for IPO (what could go wrong?)
- Dakota Access Pipeline fallout continues
Close the show by checking in with the levels for CL and the DOE inventories!!
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
SOLO SHOW FOR MICHAEL as he pops in the studio to cover a couple items for the week ahead in energy.
Things are calm cause of the July 4th long week, but Noble Corp is still managed to sneak in a executive comp bonus (YIKES), CL look to be short for the week and a TOTAL rebrand of the 360 official non official fund is coming.
Show is brought to you by Adamantine Energy (www.energythinks.com)
Email the show: mtanner@enercominc.com
SPECIAL JULY 4th EPISODE: Covering all the top stories on the 360 DCB this week, also checking in with the crude oil level and DOE HUGE inventory draw.
Thank you to our friends at Adamantine Energy for making this podcast possible: www.energythinks.com
Email the show: mtanner@enercominc.com
Another Monday, Another 360 Digital Closing Bell! Michael Tanner and Stuart Turley cover everything you need to know about the energy markets.
Show starts by covering the new oil price benchmarking AGS from both Platts and Argus and why it just makes us laugh more than anything. Michael then covers the levels for CL and the Commitment of Traders for the week in oil. And as always cover the blood bath that is the 360 official-non official fund.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
Wild Friday show as the gang at Oil and Gas 360 whips around the patch, covering everything that happened this week in energy
Highlights:
· Production slower to come back online?
· CitiBank BULLISH
· International News Desk
o LNG going HUGE
Then Michael covers the level for CL, DOE crude inventories are crazy and the 360 fund TAKES A BEATING.
Check out Adamantine Energy at www.energythinks.com
Email the show: mtanner@enercominc.com
Another Monday, Another 360 Digital Closing Bell!! Show starts with Michael ranting about how shale 1.0 might be dead, but history will look kindly upon it. Then the gang covers tops stories for the week (production coming online, refineries turning up), levels for CL, and the COT.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
Another Friday, Another 360 Digital Closing Bell week that was in energy podcast!!
Stu and Michael start by whipping around the oil patch and covering all the top stories for the week, including a predication made on Monday's show that unfortunately came true. Then Michael covers the levels for oil for the week, checks in on the EIA and sees how the 360 official non official fund is doing.
Show is brought to you by Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
Another Monday, Another 360 Digital Closing Bell Podcast, brought to you by www.oilandgas360.com.
This episode has the duo talking verbiage, specifically recovery vs. rebound and why its important to understand the difference when it comes to the oil and gas equities market. Steven Barrow calls into the show to chat about everything in the midstream business and we learn about some awesome new projects rolling out.
Michael and Stu then cover the headlines for next week, levels for CL and check in the the COT. As always the podcast closes with looking at the 360 official, non official fund.
Show is brought to you by our friends at Adamantine Energy (www.energythinks.com)
Email the show mtanner@enercominc.com
Oil and Gas 360 News Desk: https://www.oilandgas360.com/eenfp/een-tv/
The OG360 team is back for another Friday edition of the Digital Closing Bell podcast, the week that was in oil and gas.
Show start with the duo whipping around the industry and touching on some of the top stories, both US Shale and international news desk, including:
- Goldman Sachs Traders Cash in 1 Billion: https://www.oilandgas360.com/goldman-traders-gain-1-billion-in-commodities-revenue-after-oil-slump/
- Chesapeake Energy (NYSE:CHK) shares halted amid reports of emending bankruptcy (SHOCKER...) https://www.oilandgas360.com/chesapeake-energy-shares-halted-by-nyse-amid-reports-of-chapter-11-bankruptcy-plans-chk/
- Awesome CDEV Case study by our friends at Reserve Report: https://drive.google.com/drive/folders/18I-DFwfXPiiPyYYz7ywmk_R71XQ44usz
Show finishes with touching on the levels for CL for the week, looking at DOE inventory levels and checking in with 360 official-non official fund.
Show is brought to you by our friends at Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com
Another Week Ahead in Energy from the duo at Oil and Gas 360!! Michael Tanner and Stuart Turley cover everything you need to know about the upcoming week in energy
Show starts diving into the story-behind-the-story on last Friday's (6/5/2020) and what it means going forward for those companies. They then shift into covering the big stories upcoming for the week including:
- Tropical Storm Cristobal update
- Chevron having issues in Guyana
- Blackstone selling Permian acreage
As always Michael covers the levels for CL for the week, gives his basis and an updated on 360 official non-official fund.
Show is brought to you by our friends at Adamantine Energy. Visit them at www.energythinks.com
Contact the show: mtanner@enercominc.com
Another Friday, Another 360 DCB Week That Was in Energy Podcast!! Great show starts by the gang whipping around the oil field, covering all the top stories for the week:
- Oil traders eyeing crude oil supply adjustments numbers closely
- Concho (NYSE: CXO) adding 36 rigs Q3/Q4 of 2020, Poineer cries foul
- Shell looking to sell LNG business in Australia
Michael then shifts to covering the levels for the week for crude oil, checks in with the EIA numbers and as always updates the status of the 360 official-nonofficial fund.
Show is brought to you by our friends at Adamantine Energy (www.energythinks.com)
Contact the show: mtanner@enercominc.com
Another Monday, Another Week Ahead podcast from the gang at Oil and Gas 360 (THE WORLDS GREATEST WEBSITE)!!!
Today's show starts by covering the recent Reuters article surround executive compensation within the oil and gas industry (did what must be done).
The gang then shift gears and covers the week upcoming in oil trading, check in with the COT and of course see how the 360 official non-official fund is doing.
Show is brought to you by Adamantine Energy, your ESG partner. Check them out at www.energythinks.com
Contact the show: mtanner@enercominc.com
Another Friday, Another 360 Digital Closing Bell here on Friday May 29th, 2020 for episode #20
Show starts with the duo whipping around the oilfield covering the stories that happen during the week:
- (1) Exxon survives shareholder resolution surrounding senior leadership
- (2) BP promotes BPX CEO David Lawler to President of BP America
- (3) Shut In and Decline Rates (WILD STORY)
- (4) What wells work @ $30 by Reserve Report
Then Michael covers the levels for oil for the week and checks in with the EIA. Show ends with an update on the 360 offical non-official fund.
Show is brought to you by our friends at Adamantine Energy. Please visit them via www.energythinks.com
Reserve Report: https://reservereport.substack.com/
Contact the show: mtanner@enercominc.com
VERY SPECIAL Memorial Day episode #19 back for another week ahead in energy!
Show starts with Michael talking about what ESG might look like post-COVID19 (hint: slight history lesson). Stu and Michael both agree that going forward (whether we enjoy it or not) ESG is here to stay.
The gang then shifts into covering a few stories missed last week, Stu covers the Iranian gasoline en route to VZ in the International News Desk and as always check in the levels/COT for oil! Show ends with Michael a CL contract on the short side the 360 official non-official fund
Show is brought to you by Adamantine Energy (www.energythinks.com).
Email the show mtanner@enercominc.com
Another Friday, Another 360 Digital Closing Bell!! A wild week as the gang from Oil and Gas 360 cover everything you need to know about the energy markets. Show starts with a whip around the oilfield looking at the major stories across the patch, including:
- EIA revised production outlook (HINT: Natty Gas looks GOOOOOD)
- Google backs out of E&P
- CTFC updates trading rules
- North Dakota hear "proration" argument
Show shifts to the week that was is in oil trading, covering the levels for the week and the DOE crude inventory numbers that dropped Wednesday (HINT: WILD numbers). And finally the gang wraps by updating everyone on the 360 official non-official fund.
Show is brought to you by our friends at Adamantine Energy, the best strategic advisory firm specializing in social risk and ESG. Visit them at www.energythinks.com
Email the show: mtanner@enercominc.com
Another Monday, Another 360 DCB! Gang is back for another wild show covering everything you need to know in the world of energy.
Show starts with random story time as the crew whips around some of the pressing issues not big enough for their own segment: OK regulators prorating, nuclear is awesome and SPR buys 1 million BBL.
Michael then shifts to the week upcoming in oil trading, covering the levels and COT numbers and gives his take on next weeks average price. No updates to the 360 official non-official fund beside a second NG NYMEX contract purchased by Michael
Show brought to you by: Adamantine Energy - www.energythinks.com
Email the show mtanner@enercominc.com
Another Friday, Another week that was in energy from the Gang @ Oil and Gas 360!!
Great show starts by over-viewing why everyone is so bullish on natural gas, as does the show agree? We then check the levels and the EIA numbers for the week before checking in to our official, non official 360 fund
Show sponsored by: Adamantine Energy www.energythinks.com / www.sandstonecg.com
Email the show: mtanner@enercominc.com
The gang is back for a WILD SHOW. Show starts by covering some random topics:
(1) Green Renewable are not so green (or renewable) according to a new Michael Moore Doc
(2) Hydrogen could be the next energy for front
(3) Sad Day Trading Story
Michael slips in a rant about Chesapeake Energy (NYSE:CHK) handing out $25 million dollars in compensation restructuring for the top 21 employees because "The Board and Compensation Committee, with the advice of their independent compensation consultant and legal advisors, determined that the historic compensation structure and performance metrics would not be effective in motivating and incentivizing the Company’s workforce."
YIKES
We then shift gears and cover some stories to watch out for in the week coming in oil and gas, check the levels for crude oil, look @ the COT and finally our official non-official 360 fund looks GREEN for the week.
Finally, Steven Barrow dials in to chat about midstream earnings call and updates everyone on the storage situation. Then Nick Berry joins the show to chat about the new Michael Moore documentary and what he would do if he was a CEO of an IOC in this market.
Thank you to our sponsor Adamantine Energy: www.energythinks.com
Email the show: mtanner@enercominc.com / 303-907-6825
Another Friday, Another week that was in energy! Short show as Michael begins by over viewing what we know about shuts ins and what to expect moving forward with them!
As always the gang checks the levels, Stu covers everything from the news desk and we check in with TomCat and our 360 official-non official fund.
Show brought to you by Adamantine Energy: www.energythinks.com and Sandstone Capital Group: sandstonecg.com
Email me: mtanner@enercominc.com
The gang is back for another wild episode of the 360 DCB! Michael and Stu start by over-viewing earnings season so far and see if their are any clues for the rest of the earnings calls this season. They then move into the stories upcoming for the week, check in with the levels for crude and as always the Commitment of Traders. Stu updates everyone on the official, non-official fund with TomCat making cash and Tanner staying put
Contact: mtanner@enerncominc.com
Sponsors: www.energythinks.com / www.sandstonecg.com
Charts: https://www.tradingview.com/chart/wWixCGnB/
The duo is LIVE for Episode #12 for the 360 Digital Closing Bell for another wild week in energy. Michael starts by overview the big news that the Trump Administration is considering multiple lending methods to help struggling OG companies and rips into shale CEO's who will none the less still lay off employees while taking this direct lending option.
They then shift to the top stories for the week, covering US sending crude BACK to Saudi, Shell cuts it dividend and Stu covers the international news desk. As always Michael covers the levels for the week, check in at the DOE inventory numbers and see how the shows official non-official fund is going.
Contact the show: mtanner@enercominc.com / 303-907-6825
Sponsors: www.sandstonecg.com
Stu and Michael back at it for another week ahead in oil!! Wild show starts with a rant from Michael about negative pricing and the huge unintended consequences from this contango market. The duo then shifts to the top stories for the upcoming week, Stu updates us from the international news desk and as always Michael checks the levels for the week and the Commitment of Traders. The duo finishes by giving their picks for week and Michael explains why scratch trade IS a win.
Then as always Steven Barrow and Nick Berry join the show!! Steven updates us on the storage issue from a midstream perspective and we scheme for a way to take inventory. Nick then calls in to give us his take on the negative pricing and outlines how C-suite E&P's are navigating the shut in game.
Contact the show: mtanner@enercominc.com
Charts: https://www.tradingview.com/chart/wWixCGnB/
Reserve Report: https://reservereport.substack.com/
Sponsors: Sandstone Capital Group (www.sandstonecg.com)
Episode 10 is quite possibly the duo's best!! Michael and Stu cover everything you need to know for the week in energy. Michael starts off by talking negative prices and what it means for each player in the the oil business. Then the gang covers the stories you need to know about for the week include TRRC decision to postpone the vote on proration.
As always Michael checks the levels for crude oil, along with the EIA #'s (hint: domestic production down but only slightly much to Tanner's chagrin)
Article from David Forsberg: https://www.linkedin.com/pulse/historic-plunge-oil-negative-37-wti-red-herring-most-forsberg-cfa/?published=t&trackingId=HUdWYSznQFm4h5v7snO%2B1Q%3D%3D
Charts: https://www.tradingview.com/chart/wWixCGnB/
Contact: mtanner@enercominc.com
Sponsor: Sandstone Capital Group www.sandstonecg.com
Episode #9 is LIVE for what is the duo's best show yet. Michael rants about the forward curve (or what is now known as the forward square), Stu has some items news items from foreign waters and as always they give their basis for the week (hint: short oil) along with checking the levels and the COT.
Then Michael calls up Steven Barrow to chat about what all of this means for the midstream business and specifically natural gas. Nick Berry then joins the show to talk about the TRRC meeting last Tuesday, his picks for bankruptcy candidates and of course they take another jab at the shows favorite Colorado School of Mines (shoutout Diggers) CEO Matt Gallagher.
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Email the show: mtanner@enercominc.com or connect with me on LinkedIn: https://www.linkedin.com/in/michaeltannersandstone/
Stu and Michael are back again for Episode 8 Weekly Lookback covering everything that happens in energy! Michael rants about TRRC proration and how the free markets should ultimately decide production levels (along with taking another swing at billion dollar oil CEO's struggling with Zoom...)
The guys then shift into the EIA numbers for the week (hint: less domestic production, storage up) and their top stories for the week. As always Michael covers the levels for the week and the basis for the podcast!
Contact the show: mtanner@enercominc.com / 303-907-6825
Charts: https://www.tradingview.com/chart/wWixCGnB/
This podcast is sponsored by BI Elite, the world's best PowerBI training platform: internaloffice.link/powerbi and use code SANDSTONE10 for 10% off
Michael and Stu are back covering the week ahead for the energy markets! Michael rants about OPEC+ and having to manage all these rumors, the guys cover their basis's for the week and of course we check the levels for the upcoming week.
Then guys then call Steven Barrow and Nick Berry for a podcast exclusive. Steven updates everyone on the state of the midstream business, Nick and Michael have fun at TransGlobe Energy's expense (shouldn't have done three-way collars) and each give their take on OPEC+ meeting
Contact the show: mtanner@enercominc.com / sturley@enercominc.com
Episode 6 of the 360 DCB cover everything you need to know in the world of oil and gas and the markets. Michael and Stu chat about Stu's bike mileage for the week (hint: ALOT), cover all the crazy OPEC+ meeting rumors, check in with the oil levels, and hear TomCats pick of the week (hint: LOVE)
Please check out www.oilandgas360.com or reach out to Michael or Stu if you are interested in being a sponsor of the show!
Michael Tanner: mtanner@enercominc.com / 303-907-6825
Stu Turley: sturley@enercominc.com
Back for another week look ahead at oil and gas! Michael rants about hedging and reveals he has not been to the doctor in over a year. The guys then shift to the top stories for the week which include cancelled OPEC+ meetings and possible oil tariffs. Michael check's the levels for the week ahead and in with #EFT before giving some love to FANG (shoutout to TomCat for the research).
Then Nick Berry calls in to give his take on hedging and they crack a joke at the CEO of Parsley's expense. Finally, Steven calls in an gives us a great overview of the storage issues as it relates to midstream.
Show Contacts:
Michael Tanner: mtanner@enercominc.com / 303-907-6825
Stu Turley: sturley@enercominc.com
Steven Barrow: steven.barrow@patronusenergy.com
Nick Berry: nickjberry24@gmail.com
Michael and Stu cover a crazy week of oil: show notes were worthless due to a Trump tweet, storage becomes a MAIN issue moving forward, and we give some free love to Cimarex Energy (NYSE: XEC)
Contact the show: mtanner@enercominc.com / 949-561-1819
Week Ahead for March 30th. Michael and Stu chat about oil as it relates to national security, we check in on the oil levels and debut two new segments: Nick Berry (finance reservoir expert) and Steven Barrow (midstream expert).
Michael Tanner - mtanner@enercominc.com / 949-561-1818 ext 101 / https://www.linkedin.com/in/michaeltannersandstone/
Stuart Turley - sturley@enercominc.com / https://www.linkedin.com/in/stuturley/
Nick Berry - https://www.linkedin.com/in/nickjberry4/
Steven Barrow - https://www.linkedin.com/in/steven-barrow-pe-a2437433/
Michael and Stu chat about the week of oil: smaller crude builds, DUC's in North Dakota and have a tremendous company to watch: Silverbow Resources, Inc (don't say we didn't warn you)
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360 Digital Closing Bell covers the week ahead in the energy markets for March 23rd, 2020! Segments include oil price levels, overview of the Russia/Saudi price war, economic calendar and COT along with our company to watch for this week!
Email mtanner@enercominc.com to interact with the show. Subscribe to the Closing Bell email on www.oilandgas360.com