@Jason @elonmusk @waitbutwhy I'm pretty sure oil is the new oil these days 😂😂😂

@BowTiedBull We all RE'd and are living off of 2% WR in LATAM.

@BlueFlameBlues $mush

@RG_Leachman @kanyewest It's hard enough to pull a tag for that unit. I have tried for the last few years.

@RazorOil If only there were other materials to make roads out of. If only.

@Tejanobrown The speed of these announcements around this kinda thing are funny. This was pretty widely known out here in the sandbox more than 6 months ago.

@QuipusCapital One time I invested in a low pe/high divvy oil company. Doubled my money. Lula randomly fired the CEO because he was making too much oil 🫠. That's how I found out the real reason Brazilian companies have low PE... the hard way.

@willrayvalentin This is way cool

@RazorOil Cool story.

@RazorOil Will do. I'll ask chatgpt as well.

@RazorOil I agree that it may not be the wisest idea in the world but it certainly isn't impossible. Using America's energy independence status to end the flow of fentanyl from Canada is actually great in my opinion. Long term it's probably worth more than any refinery price shock.

@RazorOil Got it. So we agree that Canadian heavies are totally replaceable on the shipping side. I did a quick googling and there's like a couple million a day in pipelines that flow from the gulf coast to the Midwest. I'm sure we'll figure it out.

@RazorOil Give me some rope here because I'm a layman to the tanker game. Let's say it decreases by ~50% to 2mbd. That's like one VLCC per day at what $5 per bbl. Why is it impossible?

@impetro9 Nice

@ThomasM_geo @zacurate It wasn't easy lol

@ThomasM_geo @zacurate They are in .txt. don't ask me how I know

@Hotdogremix They drilled offshore Lake Erie back in the 90s correct?

@Pref_Right @anasalhajji @PeterNBarker I know, because I worked on jafurah unconventional development as a geologist. I really want to hear him say it's making 500k BPD today. Maybe I'm not understanding him correctly.

@anasalhajji @PeterNBarker Sorry I'm dumb, but just a clarification, you think that the tight gas projects are producing 500k BPD of associated liquids as of today, January 28th, 2025?