#Shale

GS

GSRevelator

Would appreciate feedback on my "best" idea at this moment. Beware, it’s ugly. $HNRG produces thermal coal, an industry in obvious secular decline. Crux is: $HNRG is small enough to

Dr. Leah Stokes

leahstokes

Let's start a silver-linings-on-climate thread...1) Oil and gas companies are going bankrupt at a record pace.https://www.reuters.com/article/us-usa-shale-bankruptcy-graphic/u-s-oil-producers-on-pace-for-most-bankruptcies-since-last-oil

North American Megadams Resistance Alliance

resistmegadams

Site C is a megadam currently under construction on the Peace River in BC. Despite violations of treat rights, irreparable environmental damage, the destruction of BC’s best agricultural land, and

Mother Shipton's Cave of Rave

SallysRaveCave

Some more Yorkshire geekery.I really ought to be sponsored by @Welcome2Yorks Today we went to Ravenscar;THE TOWN THAT NEVER WAS. The original settlement was known as Peak (or Old Peak),

Mark Tomasovic

MarkTomasovic

“The meek shall inherit the Earth, but not its mineral rights” How the son of a goat farmer went from selling stationery to building a city that is now home

H.L. Hunt’s Wives 🍍

h_wives

The next recession will be caused by an extreme rise in energy/transportation costs.Hopefully a short thread1/ The Fed’s commitment to near-zero rates and acceptance of higher inflation sets this up

Dave Sawyer

enviroeconomics

Musing on Biden win & climate: Net zero & Paris priority 1. The Obama era electricity regulations & fuel economy standards are reprised. These move fast given current regulatory enablers,

Wall St. Dropout

WallSt_Dropout

List of 20-year total return CAGRs in select groups. Choose carefully. SPX was 7% for reference. This will be part 1.$TSCO: +32%$LOW: +16%$HD: +13%$SHW:+21%$PPG: +13%TSCO is a monster. SHW too.

(((David Gaffen))) 🇺🇸

davidgaffen

WEDNESDAY MORNING IN ENERGY: Because someone around here has to still talk about oil, right? #OOTT #EFT #EnergyFinTwit #OPEC #shale So the interesting thing that's going on is actually over

Erik Torenberg

eriktorenberg

Peter Zeihan is one of the most important thinkers in geopolitics today.Here are my high level takeaways from his latest book, Disunited Nations, & his recent interviews.TLDR: US created global

Mark Tomasovic

MarkTomasovic

What is natural gas? How is it produced? And why can’t anyone get any of it? A 3-minute story of fire and ice Over the last 250 million years,

Kiran Singh Rajput

Kiran24Rajput

Detail analysis on 'mere' 635 Crore market cap stock "Black Rose Industries Ltd"CMP: Rs 125(definitely not a recommendation to buy)Thread 2. Asia Fab Limited now known as Black Rose

BSB💣

StreetBomber

Enter the age of Renewable Energy Fintwit. As @EnergyCynic and I were chatting this morning, we concluded #REFT is gonna be REKT... A primer on why these renewable investments are

fig

sugarcIeric

Dragon Age Characters as Cats: A thread Alistair / Bilbo Leliana / Smoothie Zevran / margay cat Morrigan / ominous but beautiful orange-eyed grey cat Wynne / long fancy calico

Tim Baxter

timinclimate

So you know how you've heard that gas is cleaner than coal?This needs a heckuva fact check. But first, gas is super complicated: this needs a heckuva definitions section. Gas

Sem

yyc_sem

Going through the Kimmeridge activist deck (err short report?). And they make concise points that I think are black and white 1) poorly timed deals that chase the market 2)

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