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Re: smith199 post# 4574

Saturday, 02/20/2021 2:11:41 PM

Saturday, February 20, 2021 2:11:41 PM

Post# of 7829
Any updates from the South?

Anything interesting in the Q for you?

Renewables got a kick in the butt with the big freeze and plenty of pushback on the rhetoric indicating shackles on the O&G sector. That seems to be forcing a rethink on drastic policy changes

Gasoline is up over 20% already in the new administration, oil refineries offline temporarily from the freeze, crude demand and prices still ramping up, and no new covid crisis.

Seems like a lot of positive indicators for the GOM going forward, things firming up.

What do your spreadsheets say?

spec

- Foglifter -

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