InvestorsHub Logo
Followers 63
Posts 6292
Boards Moderated 1
Alias Born 02/09/2007

Re: smith199 post# 7785

Monday, 03/25/2024 6:13:18 AM

Monday, March 25, 2024 6:13:18 AM

Post# of 7858
That’s a great observation and an interesting anomaly in the EIA report (delay)

That’s a huge divergence from the normal mid-March report release, 8 months late!

And I think your instinct on the reasoning for the change is accurate

Even though the current administration has total control of the content of the narrative, and partial control of the actual data, there must be consensus that there’s no way to craft the report into a “net positive” for the party

So, they just push it to be released after the general election, pure political hackery

And it’s likely that Delek is not interested in participating in another drilling campaign until there is a big change in US domestic energy policy

In retrospect, I know the economic and regulatory conditions have been unfavorable under the current administration, but now it’s a lot clearer that the hurdles were far more than I had imagined

The turbulence in global geopolitics has only intensified with each passing month

I wish we didn’t all have to pay the FO price caused by the FA of those responsible for this situation

Can’t wait to be back in “Drill Baby Drill” status

Western civilization is at an inflection point

It might have been an understatement when I predicted the biggest commodity super cycle in my lifetime

Much broader implications

It will be a benefit to the entire world population if we set the sails correctly

Cheers

spec

- Foglifter -