Unintended Consequence Profile
Unintended Consequence

@UnintendedCons5

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Following
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Joined April 2020
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@UnintendedCons5
Unintended Consequence
2 months
The annual change in global atmospheric CO2 concentration since 1958 (when it started direct measurement) vs annual change in human CO2 emissions is moderate on a 65yr scale and poor on a 10yr scale. Trillions go into this relationship. Why? No causation w/o correlation
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@UnintendedCons5
Unintended Consequence
6 hours
Governments have lost the value of spending
@elonmusk
Elon Musk
6 hours
The Debt Clock is terrifying
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@UnintendedCons5
Unintended Consequence
6 hours
@dpopp77 4bcf/d of NG increase isn’t flaring GOR matters, but it’s new wells. Gassy AF. EIA doesn’t break our NGLs by shale play, but inference from PADD data is more stark. They don’t flare NGLs Take a look at ethane supply growth.
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@UnintendedCons5
Unintended Consequence
6 hours
@CLcrille @energyfundys @TeddyGambino Thermal is struggling. The for more coal gen is natural gas demand
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@UnintendedCons5
Unintended Consequence
6 hours
@dpopp77 It’s EIA data
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@UnintendedCons5
Unintended Consequence
6 hours
@charles17187887 @TeddyGambino So for other consideration - Iran squeeze chews spare capacity - non opec production slow to zero 2H 2027 or earlier - spare capacity under 2mmbpd -Gomex? Everyone forgets decline rates (see Mexico) - Alaska? lol - Ven? US has been attempting regime change for 13yrs.
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@UnintendedCons5
Unintended Consequence
6 hours
@WSJmarkets Wait 3 weeks.
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@UnintendedCons5
Unintended Consequence
7 hours
Amazing
@cbcwatcher
cbcwatcher
3 days
Watch this whole interview segment with David Asher of the Hudson Institute as he schools Rosie "Well, several months ago, you had the biggest lab in the history of the world taken over by (RCMP) in Vancouver... It made Breaking Bad look like minor league" "The most of the drugs are going from Mexico to Canada and then being brought south into the northwest United States on ships. You have almost no port enforcement with police. "How can we run an undercover police operation with your country? Which is why we don't run them, which is why the seizure statistics are so low, because we don't even try to work with Canada because your laws are abbreviated and distorted." "We need to focus on their money... And of course, you've got a sort of tragic situation where TD bank was laundering billions of dollars for Mexican cartels, and now it's being hit with one of the largest fines literally, in the history of laundering. @HudsonInstitute
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@UnintendedCons5
Unintended Consequence
7 hours
@marketblo Old hashtag for research. Organization of Oil Trading Tweeters
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@UnintendedCons5
Unintended Consequence
7 hours
@DOGE
Department of Government Efficiency
14 hours
Federal employee retirements are processed using paper, by hand, in an old limestone mine in Pennsylvania. 700+ mine workers operate 230 feet underground to process ~10,000 applications per month, which are stored in manila envelopes and cardboard boxes. The retirement process takes multiple months.
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@UnintendedCons5
Unintended Consequence
8 hours
@KramerKarma1 @TeddyGambino Nice EIA tool! I'll have to go fiddle with it!
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@UnintendedCons5
Unintended Consequence
8 hours
@energyfundys @TeddyGambino Yes plenty of extremists on oil
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@UnintendedCons5
Unintended Consequence
8 hours
@energyfundys @TeddyGambino Not from me - but shale production growth is clearly ending. More growth requires higher prices. There is a general assumption it will continue without data.
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@UnintendedCons5
Unintended Consequence
8 hours
@LostitNft Correction from last week vs EIA (4mmbbls) and some loading delays this week.
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@UnintendedCons5
Unintended Consequence
8 hours
@OandG_Life maybe some - that volume is fairly low and several years old
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@UnintendedCons5
Unintended Consequence
8 hours
@energyfundys @TeddyGambino It wasn't true three years ago. Its also more of an upwards forcing function limiting downside. Its clearly evident in producer financials
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@UnintendedCons5
Unintended Consequence
11 hours
@batman10023 Yes. Jan 2023
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@UnintendedCons5
Unintended Consequence
12 hours
@RichardDGeorge5 And gassier new wells.
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@UnintendedCons5
Unintended Consequence
14 hours
@TeddyGambino Thats an incredible change.
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@UnintendedCons5
Unintended Consequence
14 hours
@TeddyGambino I'm definitely there - at these prices, producers can't grow. New wells and legacy production produce too much gas. All the agency forecasts look foolish.
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