Ulti

https://www.apartmentlist.com/research/national-rent-data

https://podcasts.apple.com/us/podcast/foreign-affairs-the-worlds-first-energy-crisis/id1081481629?i=1000577828767 excellent podcast done in June on Geopolitics\energy transition\renewable over the next few decades.

https://www.yahoo.com/news/canada-invokes-1977-pipeline-treaty-192117311.html

Thanks SD... I listened to a podcast interview with Trent Boehm a Canadian energy investment banker for many decades and he talks similar to you....capital discipline, lack of investment etc. A silly question, but if Canadian o&g company's are restricted concerning exports, how will these companies continue to maximize returns? How much o\g is Canada currently exporting ? Is production still primarily for local consumption ? This is why I invested in VET;because of the European exposure currently in their portfolio. https://podcasts.apple.com/us/podcast/95-trent-boehm-stifel-firstenergy-why-its-the-golden/id1493491566?i=1000577378902

https://oilprice.com/Energy/Natural-Gas/Canada-Set-To-Miss-Out-On-A-Massive-LNG-Opportunity.html It seems like this is a fluff piece but what do I know ...hopefully someone can enlighten me...I thought that the western Transmountain line was going to offer export opportunity to Asia and indirectly free up more gas from the US to go to Europe....as well as directly export to US lng facilities. https://www.capp.ca/explore/oil-and-natural-gas-pipelines/ According to this website , the industry agrees with missed opportunities and lng .

https://www.rentcafe.com/blog/ multifamily construction at a 50 year high

good article on shifting energy security and the next 10 years https://warontherocks.com/2022/08/new-winners-new-losers-toward-a-new-energy-security/

https://www.msn.com/en-us/money/realestate/why-the-rent-inflation-is-so-damn-high/ar-AA10NrMr

I've got a question.... can the below figures be used to evaluate the worth of O&G companies as well as aquisitions? In a very rough sort of way ? And in US and Canada. Denver company struck a deal to sell the business and its South Texas oil assets to Devon Energy Corp. for $1.8 billion Tuesday, more than double the price that the oil wells and mineral rights cost 18 months ago.Validus’ wells currently produce about 35,000 barrels of oil and natural gas per day, nearly 70% of which is crude oil. Production is growing on a pace to reach 40,000 barrels per day in 2023, Devon said. https://www.bizjournals.com/denver/news/2022/08/09/validus-denver-devon-energy-acquisition-oil-texas.html?utm_source=sy&utm_medium=nsyp&utm_campaign=yh

cash 20% vwiax 20% brk.b 20% aiv 7% vet 7% bti 4% c 4% ctra 4% rio 4% abbv 3% meta 3% pep 2% nee 2%

https://www.spectator.co.uk/article/sanctions-are-working--whatever-putin-says excellent article on what’s going on with the Russian economy

V, I think there are other factors at play.....cost are rising rapidly for o&g...both in terms of material\ labour as well as an increase in taxes ( either windfall or tax on share buybacks ). From what I've read and listened, it also seems that besides companies not wanting to invest billions in projects that might be null and void in the near\immediate future ; we might be seeing a decade of a more difficult time in maintaining current supply...its slowly declining.. I think that's why the Canadian sands companies as well as smaller players like VET are the way to go ( vet's leucrotta purchase and increasing stake in Coelacanth come to mind )

https://wealthtrack.com/how-a-concentrated-portfolio-of-global-brand-name-companies-is-faring-in-this-challenging-market/ Tom Russo interview... Basic but always good to listen to....Disc why he has an 18% position

https://podcasts.apple.com/us/podcast/whats-next-for-oil/id1081481629?i=1000574803464 Middle East politics Russia and where the oil markets are headed

pretty amazing the reduction in capex

I think that their CEO is a winner. He got the stalled Mongolia copper mine deal done and it looks like the Guinea iron ore will also get done. Everything that I've read is that mining deals in the future will be much more difficult to implement.

https://finance.yahoo.com/news/rio-tinto-says-simandou-deal-161912941.html

Excellent podcast on climate change and energy https://podcasts.apple.com/us/podcast/the-science-behind-extreme-heat/id1081481629?i=1000571254119

https://www.nytimes.com/2022/07/27/opinion/environment/energy-crisis-oil-gas-fracking.html

I agree and will continue to slowly add… tough comparisons to last year…

https://podcasts.apple.com/us/podcast/a-new-chilean-constitution-could-mean-big-changes/id1056200096?i=1000571311369

https://www.zumper.com/blog/rental-price-data/

https://www.cnbc.com/video/2022/07/26/pain-from-inflation-is-more-broad-based-than-recession-says-former-fdic-chair-sheila-bair.html Spot on on QT

https://africa.businessinsider.com/markets/warren-buffetts-berkshire-hathaway-has-piled-about-dollar27-billion-into-chevron-and/8thjqvq