Unintended Consequence
@UnintendedCons5
Followers
2K
Following
10K
Statuses
16K
Joined April 2020
@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.
0
0
2
@CLcrille @energyfundys @TeddyGambino Thermal is struggling. The for more coal gen is natural gas demand
0
0
1
@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.
0
0
1
Amazing
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
0
0
1
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.
0
0
0
@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.
2
0
1
@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
1
0
0
@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.
1
0
8