Fernando Valle, CFA @HedgeyeENERGY Twitter profile

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

$APC CEO at a conference this week:

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

The industry and developing countries are finally pushing back against the hypocrisy of being told you can’t develop your economy from the same people outbidding the world for LNG. Guyana is an amazing project and lower carbon than some of the UK North Sea…

Anas Alhajji

@anasalhajji

4 months

A must watch! This is my hero! He is Mohamed Irfaan Ali, President of Guyana. #Oil #Guyana

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

MLP divi yield valuation 3% too rich 4% ok, lots of growth 5% just right 6-7% cheap! 8-9% ok I'm nervous 10-14% fk I own garbage 15%+ sell!

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

For those that didn’t hear it. A typical transformer handles 37.5 kw, or around 20 homes. Heat pumps consumer 3-4 kw, EV chargers 4-19 kw. So at the low-end that transformer went from servicing 20 homes to just 5, potentially only 2-3. More on The Call

Peter J. St. Denis

@Pstdenis7

4 months

@HedgeyeENERGY I liked your comments on today's call about transformer capacity vs heat pump and EV charger usage, probably worth posting.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Funny the headline reads “French Grid Issues Are Causing Power Prices to Soar in Europe” rather than Intermittent Renewables Force Europe to Rely on French Power Exports

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

I tend to sound like a broken record on low rates being at the epicenter of many of our current issues. My view is that low rates subsidize capital at the expense of labor, so it enable offshoring, it depresses wage growth vs. capital.

Hedgeye

@Hedgeye

4 months

🚨"I think the Fed has done arguably more damage in the last 20-25 years than it has done good," said @VivekGRamaswamy during Day 2 of the Hedgeye Investing Summit. @KeithMcCullough and Ramaswamy dove into their outlook for the American economy, and ideas for improvement. Click

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Sitting on a plane waiting to take off. Guy is traveling with his 4 young kids, staring at bitcoin charts on his phone ... tough day

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Almost done with Sam Zell's new book and it's really good. This excerpt hit me hard. Think about this in the context of market's today!

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Excited for big oil launch tomorrow! Looking forward to some questions and to get the ball rolling @Hedgeye

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Hedge fund biz is so tough today. Many I talk to only want ideas that will play out in next 1-3 months. Oversupply of short-termism

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

My mean mug in Barron's: "MLPs: The Worst Isn’t Over" via @barronsonline

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

some news - yesterday was my last day at Hedgeye. It's been amazing run, 7+years, but time for a break and change. Can't thank @KeithMcCullough and everyone @Hedgeye enough for all that they've done for me (1/4)

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Let’s gooooooo

Hedgeye

@Hedgeye

4 months

🚨 Upcoming Events @Hedgeye 4/2: @HedgeyeENERGY Sector Launch - New Long $XOM; New Short $BP 4/3: @HowardWPenney $GLASF Long; Management Speaker Call 4/3: @HedgeyeRetail 2Q Themes 4/4: @HowardWPenney Industry Outlook Call w/ Speedwell Partners 4/18: @HedgeyeRetail $FND

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Fernando Valle, CFA

@HedgeyeENERGY

10 years

@DRJAMESCABOT how've you been? you haven't dropped any wisdom on me lately...

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Fernando Valle, CFA

@HedgeyeENERGY

10 years

@DRJAMESCABOT so good

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

And there it is, @linnenergy files for Ch 11 bankruptcy. $LINE $LNCO $BRY

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Lost a good friend yesterday in a tragic way. Im incredibly lucky to have the life, family, and friends that I do. Most dont have it so easy

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

New estimates for energy transition spending peg it at $1,000/person a year for the next 26 years to get to Net Zero. It’s bad enough that it’s unaffordable, the more idiosyncratic problem is that these technologies won’t actually achieve a sustainable future.

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Over the past 10 years, solar runs at 12% utilization factor. To replace 1 GW of nuclear capacity (96% in the US) you'd need 8x the solar capacity. And you have to factor storage and back-up costs, since solar runs at capacity midday in the summer, but less so winter/nights.

Hedgeye

@Hedgeye

5 months

🪫Wall Street Missed the Mark Pushing Solar & Hydrogen Stocks Our new @HedgeyeENERGY sector analyst Fernando Valle highlighted concerns with hydrogen and solar power this morning – two alternative energy sources that have been propped up as long-term solutions. “Exxon just

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Fernando Valle, CFA

@HedgeyeENERGY

1 month

Big repercussions here for biofuels, refiners and oil majors. The EPA and other government agencies lose significant power and may need to retract on recent fuel policy decisions. @HedgeyeIndstrls and @HedgeyeTechLaw have been all over this.

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

mgmt teams that have bitched about me in public forums: $LINE $KMI $ARP/$ATLS and now $TEP/$TEGP. welcome to the club

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

@nntaleb Then why did South Korea’s GDP rise in tandem with its energy use? Growth requires energy. There are no examples of countries that improve their GDP without consuming more energy at the same time. It’s not a delayed response.

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Today in sell-side comedy: Barclays upgrades $SEMG this AM to buy, uses wrong share count, updates model, downgrades back to neutral. Bravo!

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

change afoot in the MLP sector: $EPD to moderate divi growth, trying to fund capex with cash flows -- like a real business. great to see!

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

Will coal power plant retirements continue in the US? @mfwarder weighs in on yesterday's Energy Show @Hedgeye . Spoiler/trigger alert, you can't power AI/EVs/electrification without fossil fuels...

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Thanks @Hedgeye nation for such a warm welcome on my first Hedgeye Live! I had a great time talking energy, learned a great deal from our team and Mrs. Energy and I had a great time at the bash.

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

serious talk w the wife this week about moving out of NYC due to tax reform. going to be really hard to justify living here w/o SALT deduction

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

one of my fav charts in any E&P deck I've ever seen, $PEY shows est. IRR for every well. Any other E&Ps show this?

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Really happy to be here, I've been a part of #hedgeyenation for a few years and looking forward to engaging with many of you. It's a great time to be in Energy and even better time to shake things up.

Hedgeye

@Hedgeye

5 months

Hedgeye Hires Industry Veteran Fernando Valle to Lead Its Energy Research Platform FOR IMMEDIATE RELEASE [Stamford, Conn., March 7, 2024] -- Hedgeye Risk Management, a premier independent financial research and media company, announced today the appointment of Fernando Valle,

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

let's gooo... $MIC cuts dividend by 31%, guides 2018 very adjusted EBITDA to $690 - $720MM vs. consensus $800MM. disaster!

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Sooo I went musky fishing today and this happened.... Assist to @kpeel_23 #muskyonthefly

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Rich K invited me over for a nice steak lunch today. Delicious, thanks for the hospitality @Kinder_Morgan !

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Good (albeit from '15) letter from Sailingstone on Einhorn and the E&P industry. These guys are pros, worth reading:

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

$TSLA firing its whole supercharging team is another reason why we think $BP 2030 Aims are highly inflated. Expectations for Mobility returns to outpace oil & gas won’t happen. Everyone is running to install chargers and the bottlenecks are killing margins.

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

There are over 5 billion people (and growing) in the light blue line. We need more energy if emerging markets are to improve their standard of living. The average American consumes 46 barrels of oil equivalent a year. The average African, just over 2.

Hedgeye

@Hedgeye

4 months

🌍 Energy consumption speaks volumes about global inequality: The average American uses 46 barrels of oil equivalent yearly Compare this to just over 10 barrels of oil equivalent yearly in Brazil and a mere 2 in Africa. The key takeaway? "There's a significant need for more

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

So long FinTwit - you've been great, made this job more fun and interesting. best of luck all, cheers! - KK (4/4)

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Im sorry but when you know the co. is going to issue equity and you upgrade the stock 3 days ahead of the deal, that's fkn greasy. $WFC $GEL

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Got enough energy? We put way too much money into renewables that are crushing baseload capacity and our pockets and not enough in traditional energy. That's shifting, fast! Join us at @ 10 am today for our launch!

Keith McCullough

@KeithMcCullough

4 months

Long #Inflation yet? Our Long Energy $XLE Asset Allocation just moved into the pole position on our TREND duration @Hedgeye TREND = 3 months or more and Fenando launches with his Bullish Sector @HedgeyeENERGY presentation today

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

TOMORROW!!!! Matt and I will go into our views for coal, natural gas and energy. I’m pumped to chat with Matt. Always love our talks about energy/life and now get to do it live on @Hedgeye .

Fernando Valle, CFA

@HedgeyeENERGY

2 months

A reminder that we are hosting a call with @mfwarder on Tuesday to talk coal, energy demand and transition. For access hit up sales @hedgeye .con or go to

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Tallgrass CEO Slams Hedgeye Analyst Who Asks, ‘You Mad Bro?’ via @business $TEP $TEGP @Hedgeye

Tallgrass CEO Slams Hedgeye Analyst Who Asks, ‘You Mad Bro?’

Tallgrass Energy Partners LP Chief Executive Officer David Dehaemers had more on his mind than earnings during the company’s quarterly call with analysts on Wednesday.

www.bloomberg.com

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

$TTE results out at midnight, $XOM and $CVX bright and early tomorrow morning! Nice way to finish up the week!

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

Thank you to all the supporters out there!

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

that $EPD conf call was really good. could be a seminal moment / turning point for the sector, akin to $APC's buyback announcement

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

$KMI cuts dividend by 74%. Ahhh this is so bittersweet it hurts

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

@Hedgeye Nation - If you're in the NYC/CT area we'd love to have you join us for the inaugural Play for a Purpose Charity Hockey Game on June 22nd. Register to play, sponsor or donate at

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

I am in a glass case of emotion on this Amtrak right now $KMI

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Okay, now I have MLPA FOMO

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

is Trump really that big of a deal to US oil/gas industry? E&Ps aren't overly-regulated, and most pay no income tax as is.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

@HowardWPenney @drinkcann You leave me no choice…

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Tom with a masterclass on NPV vs. resource optimization and why $XOM bought $PXD. This is also another sign that $XOM doesn’t see the end of oil any time soon.

Tom Loughrey

@TomLoughrey_LFE

3 months

So, now that a year has past and the $XOM $PXD deal has closed, it's a good time to review how FLOW understood the deal in real time, connected the capital markets to the subsurface, and predicted not just the deal, but also the premium. Importantly, this frame work drives out

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Out this morning with our $XOM Elevator Pitch (h/t @HedgeyeRetail ). A quick summary of why we think $XOM is best positioned for QUAD 2 and for the long-term changes coming to Energy and oil

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

for your amusement, $MIC ratings and price targets ... MLP monkey math fails again

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Seems like #oldwall is catching on to our $XOM call.

Market Rebellion

@MarketRebels

3 months

Morgan Stanley on $XOM overweight .. #oil

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Fernando Valle, CFA

@HedgeyeENERGY

10 years

Awesome note by @dlacalle . A must-read for energy investors http://t.co/ayAYhaiVcW

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Was awesome to be on #TMS . I’m excited to keep going on this journey with #hedgeyenation

Keith McCullough

@KeithMcCullough

4 months

Thank you. That Fernando's 1st Macro Show and he crushed it - lots to learn @HedgeyeENERGY

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

So I’m staying at an AirBnB this weekend and this one of the pics in the listing. Discuss.

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Enjoyed Vivek, Ryan, Jeff & Josh, MacKenzie and all these other great guests. Happy to see a lot of chat about energy

Hedgeye

@Hedgeye

4 months

WATCH | All 9 interviews from this week's 12th Hedgeye Investing Summit are now available to watch free on-demand 🔥 "If you take your capital seriously (as I do), @Hedgeye @KeithMcCullough "Investing Summit" conversations are a necessary view in balancing against the pablum of

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

The conclusions here were a bit wild: - Why not nationalize energy? - Just go to Latin America and find out why that's a bad idea. - Renewables returns are too low, the government needs to guarantee higher rates - That means you and I need to pay more, either tax or prices

Joe Weisenthal

@TheStalwart

2 months

NEW ODD LOTS: How we got the modern electricity grid. And how nuclear got squeezed out. @tracyalloway and I talked to @fredstaffordcs and @Matthuber78 about power market structure, and how "small is beautiful"-liberalism set back decarbonization

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

Stifel cuts $LINE and $LNCO to Sell vs. Hold. What guts! What a call!

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Got oil?

Ryan Ricci

@HedgeyeAI

4 months

World Service PMIs, 15 of 17 countries are in expansionary territory and 13 of 17 countries are accelerated in March. $SPY, $FXI, $EWJ, $EZU, $EWG, $INDA, $EWU, $EWQ, $EWZ, $EWI, $EWA, $EWP, $EWL, $EWT, $EWD, $EIRL

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

as if MLP investors needed another kick in the nuts... damn this is rough

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

$XOM, $CVX and $TTE out. Headline on Chevron may seem like an earnings beat, but its cash flow…

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

So tell me again how wind's LCOE is half that of nat gas?

MacroEdge

@MacroEdgeRes

2 months

Siemens will eliminate 4,100 jobs in its renewable wind energy division #MacroEdge

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

For anyone interested in Energy Pro @hedgeye is still doing the old price for new Energy subscribers. Reach out to the team - sales @hedgeye .com or link below:

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

Insert E&P company name here ... h/t IKN blog

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

Oaktree's responses to oil questions on quarterly conference call http://t.co/j5cLJ3hiab #finance #feedly

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Happy Friday @hedgeye nation! Brent oil is giving back its gains after last night’s attack on Iran. Seems like there may be some deescalation ahead of Passover as it was said on @HedgeyeDC call yesterday. Wishing everyone a safe and healthy weekend.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Everyone can now see that renewable diesel margins were highly inflated and only holding together by a combo of record diesel prices and subsidies. The shoe will really drop in 2025. @HedgeyeIndstrls and I discussed that on Thursday and how it will play out.

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Got into a good spat with a Vinson & Elkins MLP lawyer at the holiday party last night, that was fun

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

How Carlyle gutted PES + one of the dumbest rail offtake deals ever:

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Looking forward to meeting Mike @Hedgeye Live! Always loved listening to his interviews. Going to be a great event!

Michael Taylor

@Mike_Taylor1972

4 months

This @Hedgeye LIVE Conference is the must-be-there. I am bring with me 2 Mystery Guests. …ok ok, one is Max T. …ohh but the other is a TOTAL surprise. I will be in full $PINK.

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

US midstream 101: 5% ROIC, no growth biz, trading at 12x forward ev/ebitda and 50x forward EPS... and push back is that it's cheap. Ok.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

$VLO out with a decent 7% EBITDA beat vs. consensus. Healthy refining margins, though as expected a lot lower than last year. Interestingly and unsurprisingly, Renewable Diesel did less in EBIT with a lot more volume.

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

amount of leverage some of these big divco's carry is stupid. wake up rating agencies, +5x debt/ebitda with a +100% payout ratio is IG??

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

one of the best parts about MLPs cutting their divis is that they have to remove that their fav slide in IR decks w/ the dividend staircase

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Buffett - a longstanding critic of non-GAAP / EBITDA / CapEx games - buys $KMI. Tiny position for him. But still, wtf?

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Fernando Valle, CFA

@HedgeyeENERGY

9 days

So despite consensus taking 2Q EBITDA down 27%, $VLO still missed by +6% ok EBITDA. If only someone had warned that refining earnings were inflated. @Hedgeye

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

$XOM out with earnings considerations for 1Q24. Subscribers have the breakdown in their inbox this AM. Some read through for $VLO, $MPC and other refiners, too.

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

most sell-side "research": recap 10-K in an initiation report, call/meet w mgmt once/Q, be heard on CC, recap press release after earnings.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

A lot of questions yesterday @Hedgeye Live on nuclear, AI and power needs. Full stop, we need more power generation. We have the natural gas for it, at least as of now, but we need to ease restrictions on pipeline and infrastructure.

Bloomberg

@business

3 months

Data center developers in Northern Virginia are asking utility Dominion for as much power as several nuclear reactors can generate

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Here's a fun one for the Rich K booster club: $KMI 2017 EBITDA below 2014, despite $18 billion of capital invested from 2014 - 2017.

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Fernando Valle, CFA

@HedgeyeENERGY

2 months

Pretty much in-line with what we said on The Call. We don’t see quotas changing any time soon. As @Amena__Bakr notes in a separate tweet, UAE, gets a baseline increase, so small crude supply addition.

Amena Bakr

@Amena__Bakr

2 months

The opec plus meeting ended. Group cuts to be extended until the 3rd quarter of 2025 #OOTT #Opec

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

reading through the most recent $COG investor presentation ... the IR team there is on point. one of the best E&P decks I've ever gone through - the right and right amount of info

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Barron's on $ETP $ETE "A Promising Game Plan for an Energy MLP" via @BarronsOnline

A Promising Game Plan for an Energy MLP

Energy Transfer Partners, an MLP, could create substantial value for unit holders by cutting its distribution.

www.barrons.com

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

$GS out with a sell on $BWP today on re-contracting risk. 2013 called and wants that idea back

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

we added short $TUSK to our Best Ideas list on 3/15. Hosting call today. We think that they are gouging FEMA (US taxpayers) on its Puerto Rico contract. Absurd amount of profit. Also concerned w relationship w/ CEO's son's company, T&E Flow Services.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

Back in 2022 I wrote about how LatAm companies operate in a Goldilocks regime for oil/USD. We are not in that zone now, so it’s not surprising to see $PBR where it is, firing a CEO due to political interference and @KeithMcCullough shorting $EWZ

Fernando Valle

@FernandoOil

2 years

We’ve long believed LatAm NOCs have a Goldilocks oil price. It used to be around $80/b Brent, may have risen slightly with the commodity inflation backdrop, but it’s still there. 🧵

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Oil (and Energy) will be a key component here. A decade of poor capital allocation is coming to a turning point.

Hedgeye

@Hedgeye

4 months

Why Inflation Will Remain Higher For Longer 📈 This morning on The Call @ Hedgeye Financials analyst Josh Steiner @HedgeyeFIG and CEO Keith McCullough @KeithMcCullough dug into our call on inflation remaining higher for longer, and the outlook this gives investors on rate cut

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

AI is a massive energy drain. We need massive investments to be keep up. And it can’t be intermittent power either.

Dwarkesh Patel

@dwarkesh_sp

4 months

"1 GW - that's the size of a meaningful nuclear power plant, only going towards training a model. Over the last few years, there was this issue of GPU production. Now I think that's getting less. But I actually think before we hit that, you're gonna run into energy constraints.

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Fernando Valle, CFA

@HedgeyeENERGY

12 days

@Hedgeye team has been on top of this. Looking forward to more insights tomorrow.

Michael A. Blum

@mablum

13 days

Well. There you have it! @HoweGeneration @HedgeyeDC & I will be on at 1pm ET @Hedgeye tomorrow to review what this all means in the context of The Fourth Turning and electioneering. Looking forward to all of you joining us. Subscription required.

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Fernando Valle, CFA

@HedgeyeENERGY

3 months

We launched coverage of $TTE. A more pragmatic view on the energy transition. Subscribers can get our Elevator Pitch in the inbox.

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Fernando Valle, CFA

@HedgeyeENERGY

6 years

I can't help myself. $TEP $TEGP

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

speaking of distributions and MLPs.. this Damodaran graphic is great. from:

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Fernando Valle, CFA

@HedgeyeENERGY

4 months

Got energy?

Jonesy

@HedgeyeDJ

4 months

@HedgeyeENERGY has been highlighting this:

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Alright here we go... heading to Montreal for some French fries and gravy, sir. And my bachelor party. Will not be live tweeting

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Fernando Valle, CFA

@HedgeyeENERGY

7 years

Tough one for Hedgeye softball last night, got 20-run mercy-ruled in the 3rd inning. Prob the worst beatdown Ive ever taken in any sport

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Never ceases to amaze me, the differences between E&P IR deck "type curves" and the actual well data from the state agencies

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Fernando Valle, CFA

@HedgeyeENERGY

9 years

S&P cuts $CHK credit rating to CCC+ from B, outlook negative. Thanks for coming out!

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Fernando Valle, CFA

@HedgeyeENERGY

17 days

Had a good time chatting with @HedgeyeDJ on THE MACRO SHOW this morning!

HedgeyeTV

@HedgeyeTV

17 days

THE MACRO SHOW | Live @ 9:00am ET 🚨 Today's hosts: @HedgeyeDJ @HedgeyeENERGY Tune in for the best market research show LIVE every day before the market opens. Want access? Click here:

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Fernando Valle, CFA

@HedgeyeENERGY

8 years

Wow, that is greasy ... "Atlas Energy Pays CEO $73 Million Cash, Becomes Penny Stock" via @business

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