#Shale

WillRayValentin

At any point do people start to read through the Sanchez story and think, maybe this wasn’t an isolated incident?https://www.wsj.com/articles/coronavirus-threatens-to-hobble-the-u-s-shale-oil-boom-for-years-11590312601?mod=mhp Maybe inste

Thread on the life cycle of shale - The shale oil revolution started when oil prices were $75+- You drill wherever at high prices- When prices collapse, you move to

Up-and-to-the-Right Capital Management

Interesting problem to think through:Bankrupt shale companies will emerge from 2020 far less leveraged, butSolvent shale companies will emerge from 2020 MUCH more highly leveraged.Discuss. Thinking through $CLR for example.

DOE working to lease out 23 MMbbl of Strategic Petroleum Reserve capacityhttp://www.worldoil.com/news/2020/4/14/doe-working-to-lease-out-23-mmbbl-of-strategic-petroleum-reserve-capacity#.XpaDbFVnDGM.twitter "......negotiating with nine companies

𝒯𝒾𝒻𝒻𝒶𝓃𝓎 🏳️‍⚧️

There are three possibilities here:1) He learned about shale oil from wikipedia2) He's using an awkward metaphor for resource plays that he doesn't understand3) He's calling oilsands oil shale2&3 are

Michael E. Mann

Predictably, the "Breakthrough Institute" is not happy about their early fossil fuel industry connections being called out in The #NewClimateWar (thread) As of 2005, they proudly acknowledged, as one of

A couple years ago a fascinating thought experiment considered a decline in the use of gasoline cars due to the sudden rise of robo-taxishttp://rethinkx.com/transportation Though the taxis have not happened yet,

Thread on oil prices, etc1- China supports oil demand & oil prices in NORMAL circumstances. It cannot do so in a #COVID19 world. Lower oil prices might encourage imports and

RealJohnny_Cage

1) Ok I've figured out why $PXD Sheffield is begging for TX RRC to prorate producers and walk in crude. All about NGL's and how he's trying to unload bad

thechrisbuskirk

Short thread on oil prices:The headlines about negative oil prices yesterday & today are at once informative (sort of) & misleading. The big story is the chart below *not* that

Beige Shiba ♔

I woke up feeling like it'd be a good idea to try and give people a quick rundown of what I've read from the likes of James Howard Kunstler explaining

My latest @climate column explores how this oil price crash might play out in a way that's good for the climate - which is pretty complicated.https://www.bloomberg.com/news/articles/2020-04-20/american-oil-is-cheap-enough-for-climate-activists-to

Gerald Norton (βΣꞮ)

Crude price collapse, now, could have long-term effects well beyond the "normal" impact of such a price move. Why? Shale cap-ex. At these prices, every dollar spent on new production

Robert "Rebuild America" Duval

When would I consider buying.......Energy: When multiple Major players in shale go BK. Airlines: Ditto. Financials: Maybe -- AFTER large dividend cuts and resulting panic. I won't compete with the

OPEC P L U S A reminder of the War of 2015https://twitter.com/planmaestro/status/810493322812735488?s=21 https://twitter.com/PlanMaestro/status/810493322812735488 And how shale productivity soared …https://twitter.com/PlanMaestro/status/9728394097112

Rachel Adams-Heard

Fracking came up more in last night's VP debate than it did in the presidential debate a couple weeks ago. A quick thread on what Biden's climate plan says about