MEP Trade Alert - 9/3/26 (late)
Apologies - this alert should have gone out Wednesday AM. GOOD NEWS! - you make more $$ than I do. MEP Trade Alert 9/3/26Our first trade is booked.Matrix Energy PartnersDan Dicker
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MEP Trade Alert 9/3/26
Our first trade is booked.
Matrix Energy Partners - Quarterly Report
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
MEP Trade Alert - 7/14/26
“Members-only trade note — full entry, sizing and rationale inside.”
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.
Trade Notes
MEP Portfolio Update 7.7.26
Folks, I want to walk you through how I’m actually building this book, because the specific selections and allocations aren't nearly all there is to it – Of course, one must time entries and exits well, but the overall structure is just as critical. There were three initial
Research
The New-Nuclear Map & Generator Deep Dive
Company structure, debt, the multiple, and where new nuclear actually gets built vs. where it's just a press release.
Research
AI Data Centers, Natural Gas & the Power Anchor
The new demand column the gas market isn't pricing — and why the near term is a gas story, not a nuclear one.
Research
The LNG Opportunity, 2026–2028
Shell's bull case vs. the phantom-demand bears, the Gulf-war overlay, and where the undervalued domestic supply and transport actually sit.
Research
Natural Gas & LNG — The 2026–2028 Master Thesis
The master note: the oil-to-gas rotation, the Shell-vs-bears LNG demand debate, the Gulf-war overlay, and the single 2027 Henry Hub print the whole bet is gated on.
Trade Notes
MEP Trade ALERT 7.2.26
Second trade of the portfolio was executed this AM. Visit the site to get the full details and let me know if you have any issues or questions. members.dandicker.com/mep-trade-alert-7-2-26/ dan@dandicker.com
Trade Notes
MEP trade ALERT 7/2/26
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Trade Notes
MEP Portfolio ALERT - 6/29/26
Here it is - the first trade of the new portfolio. Still time for you to get in 'on the ground floor'. Before the portfolio has moved. You might still be questioning the cost. I understand. I'll say it again, I think this first trade will get
Trade Notes
MEP Portfolio Alert 6/29/26
Members-only trade note - full entry, sizing and rationale inside.
The Book Is Built — and It'll Never Look Like This Again
To everyone on this list — including those of you who've been reading me for a decade or more. This one's worth your two minutes. This is one helluva set-up. 45 years trading oil, and I've never seen anything like it. The Iran '