Dan Dicker
Updates
Matrix Energy Partners - Quarterly Report
Matrix Energy Partners Quarterly Report
Oil: You Think the Pipes Improved With Age?
🚨Jeff Currie: "I'd argue in my entire career, I have never seen an energy environment this tight." The US SPR sits near a 43-year low, with barely 19 million barrels of cushion above the operating floor Refining margins just hit a record $60+ a barrel,
MEP Portfolio Update 7/23/26
Full trade details at the link below: members.dandicker.com/mep-trade-alert-7-23-26/ dan@dandicker.com
MEP Trade Alert - 7/23/26
Full Trade details below
Matrix Energy Partners Update: The First Trade Already Worked
The first trade already worked
MEP Trade Alert - 7/20/26
Latest MEP trade - CLICK THIS LINK: https://members.dandicker.com/mep-trade-alert-7-20-26/
MEP Trade Alert 7/20/26
Trade link below
Trade Notes
MEP Trade Alert - 7/14/26
“Members-only trade note — full entry, sizing and rationale inside.”
Research
Lithium — Is the Recovery Real?
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
Research
The 2026–27 Natural Gas Glut Thesis
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
Trade Notes
MEP Trade ALERT - 7/9/26
Members-only trade note - full entry, sizing and rationale inside.