#Shale

Mika McKinnon

mikamckinnon

Ooooh, pretty!!This is what happens when a rock (grey) gets a crack, which then fills with fluid that crystallizes into a mineral vein (white), which unevenly weathers (shape + orange).https://twitter.com/beneth42/status/1289910659191205889

Michael Kao

UrbanKaoboy

Re: Crude Oil-When Will EV Adoption Cause Peak Oil Demand? Although this will eventually happen, to paraphrase Mark Twain, "The reports of the death of hydrocarbons are greatly exaggerated."

Frontline Llama

valley_llama

The original tanker thesis was:For crude, tonne (barrels) and mile (Western hemisphere production, including shale) growth.For products, IMO 2020 shuffle.Low and constrained vessel supply. The current thesis is:COVID-19 global lock-down

Comrade Fudge

HNIJohnMiller

1) And the foreign policy plan keeps on keeping on.I might need someone like @COsweda who I’m betting knows FAR FAR more about the history of the middle east’s abortive

Stephanie Wein wants more tests

StephanieWein

I'm sorry if I can't convince you there's a #ClimateCrisis. And the demerits of the #HB732 petrochemical giveaway are clear. But my dudes. This is also garbage economics. The banks

MalwareTech

MalwareTechBlog

Oil is interesting because it's not typical market, it's more like betting on 3d geopolitical chess. Basically what happened was Russia walked away from an OPEC+ deal to cut production

Average Coronapocalypse Investor

losingyourmoney

In my opinion, to understand the history and demise of unconventional E&P, you only need to deep dive into one company: Linn Energy $LINE. The most rancid of all the

Raoul Pal

RaoulGMI

Oil is deflationary. Soft commodities look like they are going to follow suit and the US farmer is sadly going to be driven into bankruptcy, just like the shale patch...1/

HFI Research

HFI_Research

JPM's move out of financing oil and gas is a really big deal because it's the largest lender in the reserved-based lending facility model.This credit line is what allowed US

Rabin

city_rabin

There is a racist twinge in everything thing that this fellow tweets, isn't there? And despite his claims as a researcher he oddly wears his ignorance with pride.https://twitter.com/NcGeehan/status/1252310918274453505 On the

Anas Alhajji

anasalhajji

Thread on crude quality1- Crude quality mattered from the early days of the oil industry. Most of the market was for Kerosene and companies wanted crude that yielded the most

Nigel Gould-Davies

Nigelgd1

What did #Russia achieve by breaking up OPEC+ early last month? Triggered big rise in #oil supply during unprecedented demand shock. New agreement now on worse terms for Russia /1

Garry Kasparov

Kasparov63

Thread. As I’ve said, Putin and MbS want Trump to help them keep a tight grip on power at home. Oil price is key, and Trump is happy to raise

Strategic Cities

StrategicCities

Thread: headlines about #OilPrices crashing to 0 are simplistic. Prices *will* go back up, but then bump along at $20/$30 a barrel. That’s the big story: the heavily indebted shale

Tom Joad

massive_frac

Getting real for a second: 15 plus years in E&P as a landman and in midstream. I've worked for a small operator, a pubCo, a startup, a large private and

Matt Miller

Matt__Miller

For all the "PDP is on sale" folks out there, I have seen two $20MM+ PDP transactions -- one in shale, the other conventional -- that have transacted at PDP