Today DRW offers a calm, cool, rational special edition podcast to get you through earnings, coronavirus, and the remainder of the week. Thoughts on the episode? Please let me know by sharing in the comments below! Related Mentions: CoronavirusMalaria Mortality RatesUS Influenza Mortality RatesMicrosoftUnited AirlinesJP MorganPayPalNikeUnder ArmourCrisis of Balance SheetsContinental ResourcesAEGIS Energy RiskAntero ResourcesOccidental PetroleumExxonChevron

We talk fashion (because really, who better to talk fashion than a guy with gold tipped slippers), production growth (and why companies keep announcing they are growing), motivations behind movements and why if you are anti-frac, you are anti-American. DRW Shoe collection (mom, you jealous?) Highlights (can we call it that?) from quarterly earnings this week: ECA: strong hedge book, growing oil 4% XEC: 6-13% oil growth PXD: 10% growth in oil from 220 mbo/d to 235-245 mbo/d SM: oil growth of 5-10% on capex...

DRW makes a LARGE carbon footprint this week starting in Scottsdale, Denver, Oklahoma City and San Diego… but fortunately, Delta is going to plant some trees…. This week on the show....it's an earnings-palooza and by request (and an absolutely exasperating Q4 announcement) we have our subject for #TechnicalTuesday where we will talk Antero. I read the 358 page 10K and we have A LOT to cover as the poster child to all that is wrong with the...

A torrential flood threatens the golf trip, Chevron “we are built for this”, Cabot 2020 guidance and Parsley Energy and Baytex Energy refi some debt.  Are we going to see merger Monday or is Noah still on a golf trip while the ark is in for repairs? Listen to the episode on Apple Podcasts, Spotify, Stitcher, Google Podcasts, Blubrry or your favorite podcast platform. Thoughts on the episode? Please let me know by sharing in the comments below! Like the episode? Post a review. Got...

A 12 minute roundup for your commute with topics that include: CNBC report on “oil and gas is dead” – young money managers…. Exxon & Chevron earnings CDEV Oasis The oil & gas company formerly known as Encana (Ovintiv?) Listen to the episode on Apple Podcasts, Spotify, Stitcher, Google Podcasts, Blubrry or your favorite podcast platform. Thoughts on the episode? Please let me know by sharing in the comments below! Related Mentions: Bernie SandersElizabeth WarrenCoronavirusQasem SoleimaniJim CramerExxonMobile ($XOM)Chevron ($CVX)Todd BrookerCawley, Gillespie & AssociatesTeslaElon MuskPrisoners DilemmaCentennial Resource Development ($CDEV)Oasis Petroleum (OAS)The E&P company...

Grab a nice warm bowl of …. Soup from a market in Wuhan and join us for the #hottakeover this week where we talk about the coronavirus and how it may change my beer preferences, the impact on global oil demand (1.386 billion people in China, 11 million in Wuhan, 41 dead, 13.5 mmbbl/d oil demand in China….. I’m not seeing it), the baby it’s not cold outside gas price going below $1.90/mcf and Lilis Energy’s announcement of their...

Hello #hottakenation! For your #hottakeover-your-commute, I just have "this": I really can't stay (Baby it's not cold outside) My reserves got to go away (EQT it's not cold outside)This week has been (Been hoping that Laredo refi’d in) So very nice (That new Encana name is like ice) My mother will start to worry (BlackRock says what's your hurry?) My Varde will be pacing the floor (Lilis bears equity owners roar)Well maybe just a half a drink more (Natural...

#hottakeover your commute A shout out to Range Resources for a great press release on 2020 guidance (too bad they are Natgas producers!) We talk debt issuance: for refinancing (Range) and M&A (WPX) and why there is a difference. Parsley closed the deal with Jagged January 10th and PDC closes their deal with SRC January 14th- two more HQ loses for Denver and a continuation of the theme that only headcount reductions can free up capital for drilling wells since the banks and equity markets are closed. Finally,...

Show Notes: Major. Qassim Suleimani was killed in an airstrike. https://www.newyorker.com/magazine/2013/09/30/the-shadow-commander Middle East geopolitics…. Your guess is as good as mine- defer to people who do THAT for a living. https://us11.campaign-archive.com/?u=de2bc41f8324e6955ef65e0c9&id=a8d843ea82 Iran:  interesting facts: Produced 2.15 MMBO per day in October which previous to sanctions imposed by the US was 3.8 MMBO/d. Domestic consumption for 81 million people Iraq 4.68 mmbo/d production in September. 38 million people Kuwait: 2.7 mmbo/d.  4.2 million people.  Saudi Arabia, 10 mmbo/d, 33 million people. Backwardation of the oil market: a nice piece on Twitter by @BrynneKKelly...