Intro: @InvestInOnG, @timber001, @IlliniProgrammr
00:13:00 Riffing on Venezuelan heavy coming onto the market.
00:28:00 @mfwarder joined and describes his impressive trading day.
Venezuela owes ConocoPhillips somewhere close to $10.5B. This should impede Chevron’s efforts.
00:43:30 @AhmedBa44329064 discusses the situation in Europe.
Deep discusses the heating oil/kerosene situation in the Northeast.
00:51:30 @WhiteTundraSG discusses global diesel and expresses skepticism about Venezuela’s ability to increase production.
1:05:30 Shubham is bullish on the China reopening.
1:23:00 NEWC physical much cheaper than pricing on the futures chart? @SHOPGod2 joins
1:30:00 How does the gulf LNG situation affect U.S. coal exports? Aussie CoalTwitter guru @TwinTurboCe1ica joins and discusses Queensland’s huge royalty increases.
1:39:00 Twin talks about Australia trying to cap NG prices, which could backfire if E&Ps decide they don’t want to sell products domestically.
1:47:30 Australian authorities like blowing up old power plants.
Twin discusses New Acland 3, and how the government botched an obvious approval process destroying the local economy for no reason.
2:14:30 Matt and Twin discuss why they have invested in Yancoal ($YAL). Twin’s case is interesting because he usually goes for juniors.
2:42:30 @alisterberkeley, Matt and @YellowLabLife discuss rail’s value vs. the coal transported on it and how to back out the value of coal.
Koala and Matt discuss potential acquisition targets and a potential BTU expansion project.
3:23:00 Koala discusses Alphamin and tin, then shifts to other set-forget names such as Glencore.
3:31:00 What if you own Tech, Vale and Glencore?
3:46:00 Joe S. joins and might be turning the corner no YAL?!
High-Energy Tuesday