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#Shale
Twain's Mustache
TwainsMustache
Everything in the oil market is operating on the belief that when oil gets to X price, shale will flood the market again. @Go_Rozen explains what the market is missing.
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Anas Alhajji
anasalhajji
Oil Market 1011-4- Shale produces light sweet crude. The most economic products are gasoline & naphtha.- To get other products economically like diesel & fuel oil, imported heavier crude is
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Peter Sutherland
econ_713
/1 As we get ready for the $CHK obituaries, a few thoughts on the company, Aubrey, & the end of Shale 1.0. In a couple of decades, history will regard
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scha·den·freu·de
BlisterPearl
TEAMSTERS ORGANIZING:https://www.facebook.com/shane.thompsom.12This is not left or right, but merely facts. The Keystone Pipeline was being built to ship shale oil from Canada to The Gulf Of Mexico to be shipped
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Peter Sutherland
econ_713
1/n This thread will address some of the most frequent fallacies that are encountered in #energy investing. While timing any commodity market is notoriously challenging, it is important to have
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Peter Sutherland
econ_713
1/n This thread will argue that the unique “triple-dip” nature of the 2014-2020 #Oil Bust has given #energy markets a false sense of security about the ability of #shale to
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Chasing_Value
Chasing_Value
Oil is set up for another a super-cycle. Amazes me that energy investors are at peak bearishness right now. This is one of the few times during your career when
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Jonathan David Lamb
JonathanDLamb
Cancelling Keystone XL is driven by “keep it in the ground” logic, a rational that is wrong-headed, a blunt instrument that forces costs on the market, disproportionate to the benefits
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Faux Me Right?
FauxRight
Upstream Energy Transition: A Thread. If you're like me, you've been in the upstream bizz for most of your career (f' it's closer to two decades now). When the energy
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H.L. Hunt’s Wives 🍍
h_wives
For all the new #EFT members: A primer on E&P investing:1. A long only strategy in E&P companies IS a commodity bet. Long term shale co-WTI return correlations sit 35-60%.
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BRV
WillRayValentin
If you own any shale producer then it’s a trade not an investment. There’s no real value. I still can’t find any pubco that doesn’t trade at least 4x what
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Dr. Sandra Steingraber
ssteingraber1
1/ FRACKING THREAD. I’m here at the Ithaca Community School for Music and Arts to hear world methane expert @howarth_cornell present new science on #fracking and the climate crisis. Will
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Michael Kao
UrbanKaoboy
Re: Crude Oil — Different Dynamics Under Biden. Ironically, I see the potential for much higher oil prices under this Admin. Thoughts follow... Biden has clearly signaled a pivot back
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Rob Galbraith
RobGalbraithLS
Before joining the DOE, Moniz published a study at MIT, funded by the oil and gas industry (and a phony environmental group set up by a gas driller), that pushed
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Erik B. Olson 🇺🇸
erikolsonn
I've done lots of interesting projects @TheBTI, but this has been my favorite to date. We should be talking MUCH more about geothermal energy. It might be only a minor
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Samir Kayande
SamirKayande
Ah, Equinor. They publicly posted their NA shale postmortem, which I applaud, but, sadly, when you get accountants to opine on what-went-wrong, the answer is some version of "accounting." A
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