AnneK @NGLFundamentals
All molecules matter in a world with 8 billion roommates. Long time player in the energy and materials world. Houston, Texas Joined April 2013-
Tweets3K
-
Followers502
-
Following271
-
Likes2K
There Is No Energy Transition, by @NGLFundamentals open.substack.com/pub/fuelforeth… #EFT #NaturalGas #Plastics
Too good not to post here. This is a cutaway of the subsurface geology in Eagle Ford. You can see why we chose to drill down vertically to get the oil. Now, try threading a 3 mile horizontal well through these zones and think the hydrocarbons won't co-mingle along the…
Great list - how do we make this happen?
Great list - how do we make this happen?
Best summary of where we are in this "debate" around energy I've seen this year.
Best summary of where we are in this "debate" around energy I've seen this year.
🪙Gold is sniffing out monetary and geopolitical dystopia A powerful force is stalking the world’s gold market. It is operating in the shadows. None of the normal footprints are visible on the London bullion market or the Chicago Mercantile. Retail goldbugs have not been…
When Loyalty and Incentives Collide, by @NGLFundamentals open.substack.com/pub/fuelforeth… #FinTwit #EFT #NaturalGas #MethaneRules #GHG
Now we're hearing from the KC Fed that breakevens in MidCon are $90. And rig counts aren't rising here either. They don't have gas pipeline problems. #EFT #FinTwit #OOTT #Oil #WTI #ProductionPlateau boereport.com/2024/04/12/oil…
First we blamed winter weather for the drop in US oil production, now it's "M&A friction" that's slowing down the pace of getting rigs in the field. Why would a merger cause a drilling program to stop? #EFT #Bakken #Oil #OOTT #productionplateau boereport.com/2024/04/12/nor…
Oilman Mike Shellman tells it straight in this month's Permian Basin Oil & Gas: pboilandgasmagazine.com/too-much-too-f… #EFT #OOTT #PermianBasin #WTI #Oil
blog.gorozen.com/blog/is-us-oil… Short answer, no. At some point people need to get into the weeds on what oil actually is. It is NOT NGLs or condensate. #EFT #OOTT #FINTWIT #Oil #PermianBasin
The Big Surprise (US oil production going flat to down in 2024) still looks to be a good bet. Dallas Fed Q1 energy survey says "Oil and gas production decreased in the first quarter...The oil production index moved down from 5.3 in the 4th quarter to -4.1 in the 1st quarter,…
A land of contradictions. Dallas Fed survey today says that "...Labor shortages have receded among Texas firms. Labor force growth—including from domestic and international migration—has played a significant role." But we're standing at the border trying to keep them out....
Once again unintended consequences make the solution worse than the program. #EFT #LCFS #Poopgas #sustainableagriculture How California's prized solution for methane gas is backfiring on farmers calmatters.org/commentary/202…
Thoughtful piece from Art Berman. Technology and Innovation are Overrated–Implications for AI artberman.com/blog/technolog… Where's the data that compare the before and after for tech? #EFT #naturalgas #energytransition #AI
Great chart from @energy_said about the grid impact from the apparent sudden realization that AI, EV's and the automation of everything will boost the need for power. All this seemingly underpinned by the assumption that nat gas will continue to be "available and affordable"…
@Thepadre13 @GreyHairOpsGuy @chigrl Inflation hurts shale economics more than conventionals so as global markets compete for equipment, steel and chemicals…you might find yourself rethinking that position. Many smaller shale cos are stating they need $86/bbl to drill more.
Greentech vs Oldtech, by @NGLFundamentals open.substack.com/pub/fuelforeth… #EFT #NaturalGas #RenewableEnergy
Chuck Yates (He / His.. @nimblephatty
9K Followers 2K Following subscribe to the podcast: https://t.co/lYab5I0zff I’ve been on TMZ SIX times!
Dan Pickering @pickeringenergy
29K Followers 537 Following Founder, Chief Investment Officer of Pickering Energy Partners...comments are not investment advice
Matt Toohey @Landmannery
3K Followers 2K Following Husband to The Warden, father to the Inmates. Landman, @RiceGolf alumnus, WxMan, and @UHLaw grad. I tweet about weather, grift, freedom, and #EFT . My views.
Jeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
Tom Loughrey @TomLoughrey_LFE
8K Followers 1K Following Understanding duration mismatches is the red pill. 17 yr HF PM, analyst, head trader; ex CS, Solly. All products. FLOW big data Energy quantitative fundamentals
Rory Johnston @Rory_Johnston
36K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my newsletter:
Samantha LaDuc @SamanthaLaDuc
55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
Sauffou @SauffouB4dXpSQ
0 Followers 51 Following
Thortauth @ThortauthIzPT
0 Followers 122 Following
Thirau @Thirau3pZ
0 Followers 132 Following
Teratheau @teratheau76759
19 Followers 2K Following
Sleesos @sleesos19000
0 Followers 142 Following
Nough @Nough428754
1 Followers 181 Following
Sheeteau @sheeteau80757
3 Followers 167 Following
McShoute @ShouteMc32291
1 Followers 192 Following
Smety @Smety148092
4 Followers 204 Following
Ganesh Krishnan @gkrishnan82
709 Followers 3K Following Petroleum and AI Engineer. Bridging the worlds of Energy, Finance, & AI with Teyshas Energy. A poet at heart with a passion for languages.
Shysloos @shysloos25908
59 Followers 2K Following
Jim @Jim828145787301
123 Followers 720 Following
Stay @ Home Son @StayAtHome__Son
88 Followers 2K Following
杨晗 @ynghn191919
7 Followers 114 Following
The Energy Realist @_EnergyRealist
2K Followers 394 Following Financial blogger, part-time investor. Bullish oil & gas, OFS/offshore, commodities, EMs. Bearish energy transition. My posts aren't investment advice, DYODD.
Dani @Danimite07
6 Followers 46 Following
Caloluma @caloluma
19 Followers 45 Following
Steve @og_on_guinness
62 Followers 296 Following my posts are my opinions / not to be taken as advice of any kind ... U do U https://t.co/a0DdGmynXg
Rourke22 @Rourke222
322 Followers 2K Following
William Whittington @William38255977
1 Followers 27 Following
Joel @Coolreit123
481 Followers 875 Following
Floyd Brown @floydbrown
19K Followers 2K Following Author of Counter Punch, follower of Jesus, founder of the Western Journal.
HM Tilford @tilford_hm
506 Followers 676 Following Finder of O&G that sometimes makes money. Engineer that’s knows conventional real good. Someday I’ll make my presentations pretty. Been called a fool by Daniel.
Luther @Luther97777506
102 Followers 117 Following purveyor of info and POV, on China, commodities and cancel culture
Kelly @wk3311965
11 Followers 97 Following
DefiDiamondHands @defidiamondhan1
60 Followers 129 Following
Hume @Hume47843357
140 Followers 192 Following
Prince Farrel @Princefarrel1
33 Followers 357 Following Easy going, sarcastic, good sense of humor.😊😘😜
Doug Baskette @DougBaskette
412 Followers 897 Following
DF Adams @df_adams
164 Followers 292 Following
zleo99 @zleo992
69 Followers 277 Following Geologist: gold, oil, and engineering geology. Hydrogeologist: ground water Student of the world
DP @DP11583426
48 Followers 304 Following
Ironylives @Ironyliveson
33 Followers 537 Following
Geetha @geethaggwork
2 Followers 110 Following
EnricCarrerasWeber @ECW052
111 Followers 1K Following
Radhe @RealLODM
12 Followers 667 Following “Courage is not the absence of fear. It is the ability to move forward in the face of it.” ~ Army Staff Sgt. Ryan Pitts
rafuki @rafukish
127 Followers 575 Following
Cale Smith @CaleInTheKeys
4K Followers 4K Following ROIC maximalist. Girl Dad. Veteran. Spoke Fund guy. In the Florida Keys.
David Fickling @davidfickling
20K Followers 7K Following Climate & energy columnist at @opinion. Migrant, kids w/ @kmac. These are my views. If you don't like them, well, I have others.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Kenny Lay (Parody) @EnronChairman
107K Followers 515 Following Trading Floor Jokester • Memes • GIF King
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Chuck Yates (He / His.. @nimblephatty
9K Followers 2K Following subscribe to the podcast: https://t.co/lYab5I0zff I’ve been on TMZ SIX times!
Dan Pickering @pickeringenergy
29K Followers 537 Following Founder, Chief Investment Officer of Pickering Energy Partners...comments are not investment advice
Buck Quivas @BuckQuivas
3K Followers 180 Following Worked all over the trading and midstream space. Public/Private/MLP/PE/PortCo. ILTS!
BRV @willrayvalentin
5K Followers 691 Following Click here to access my exclusive $RIG content! https://t.co/FZ1Q5tc9Bs Parody account. Everything I post is a joke and shouldn’t be taken seriously.
Matt Toohey @Landmannery
3K Followers 2K Following Husband to The Warden, father to the Inmates. Landman, @RiceGolf alumnus, WxMan, and @UHLaw grad. I tweet about weather, grift, freedom, and #EFT . My views.
RAWenergy @WAR527
8K Followers 250 Following Top guru all things energy; multi-millionaire CEO; Pres. local chapter, 'Liar's Anonymous' https://t.co/JK2EznPdVQ
Permian Landman @PermianLandman
6K Followers 874 Following Landman in the Permian - Oil & Gas + #Crypto Pronouns: Frac/Frack/Fraq
Nice Quarter Guys @NiceQuarterGuys
5K Followers 1K Following Being dogmatic is a good way to get run over in this life
Lyn Alden @LynAldenContact
679K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Anas Alhajji @anasalhajji
162K Followers 534 Following Keynote Speaker & Woodworker Everything Energy Daily Energy Report: https://t.co/upw1loHeK3 Weekly: https://t.co/LfUHIpXsWu https://t.co/oCC6irfqv5 #Oil_History
מגילת קהלת @garatupan
288 Followers 171 Following You will close your eyes, not to see what is coming
The Energy Realist @_EnergyRealist
2K Followers 394 Following Financial blogger, part-time investor. Bullish oil & gas, OFS/offshore, commodities, EMs. Bearish energy transition. My posts aren't investment advice, DYODD.
Chris Camillo @ChrisCamillo
136K Followers 314 Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards whose going all in on AI/humanoids
HowBoy @endofthelake
174 Followers 449 Following Retired Resourceful. Love to.. Repurpose Repair Reuse Rethink. Its not broken keep it! Fix it!
Mayes Middleton @mayes_middleton
7K Followers 1K Following Husband, Father of Four, Oil and Gas Business, Ranching and Farming Business, and Texas State Senator-District 11
Banana3 @Banana3Stocks
54K Followers 1K Following Professional Trader/Investor, 20yrs experience. Real Estate Developer. Entrepreneur. Business, Finance,Tech,Econ & Politics🏀 🏈 🏂 🎶 My research. My trades.
LifterLMS 🚀 - Best.. @lifterlms
12K Followers 16K Following Unlock your WordPress LMS website success with LifterLMS, the best all-in-one platform for courses & memberships | https://t.co/eprjh74pgI by @ChrisBadgett & @wpstrangers
PumpJack Johnson @PumpJackJohnson
3K Followers 533 Following Oilman just trying to get them going up and down. #OOIL #EFT #OOTT #Oil #OilAndGas #Oilfield
Joe McMonigle @JoeMcMonigle
8K Followers 2K Following Personal account - Energy, Fmr Partner The Abraham Group, @Hedgeye alum, @BlankRomeLLP alum, Private Pilot, Follow Professional account @ief_sg
Who @hithopadesa
78 Followers 356 Following
Emily @Emily6v892
181 Followers 428 Following Life is a canvas; paint it with bold strokes of ambition and vibrant hues of determination. 🎨🌈
Claude Waelchli, CFA @ClaudeWaelchli
438 Followers 2K Following Entrepreneur & Investor | Ex-Macro PM | Reformed Bankster @UBS
Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
Tim Denning @Tim_Denning
50K Followers 87 Following Blogger with 1B+ views that made me 7+ figures | I’ll teach you how to build an audience and make money writing | Get my free email course below ↓
Practical Oilman @KennethShoretx
259 Followers 280 Following Small independent oil and gas producer.
𝘼𝙧𝙘𝙝𝙚�.. @WallSt_SunTzu
978 Followers 1K Following With sufficient thrust, pigs fly just fine. I try to figure out where they will land. Retweets, likes ≠ endorsements Tweets = opinions, ≠ advice
Nathan John Hagens @NJHagens
12K Followers 350 Following Human, analyst, catalyst for a future better than the default. Author of Reality Blind, Host of podcast "The Great Simplification".
The Coastal Journal @1CoastalJournal
6K Followers 682 Following TCJ the ultimate source for in-depth economic & financial news. Get the latest analysis on Macro-Econ based on Austrian economic principles from coast to coast.
BLACKFRAC @TEXWS6
141 Followers 241 Following
Geoffrey Fouvry @GraphFinancials
6K Followers 168 Following Connect the Financial dots Docs, Imgs, texts, Vids linked by big-data Present, reply in augmented media US Patent approved. ex hedgie 👇 get your free account
Milton W Berg CFA @BergMilton
20K Followers 265 Following MB Advisors Institutional Research [email protected] https://t.co/DLmwNx0gBU "Milton Berg's Guide to Technical Analysis and the Stock Market" Target 2025
Capital Misallocation @BenBrey
7K Followers 529 Following Founder Deductive Capital, Partner Wall St Beats @streetbeatspro / Ex Fido / Macro, Memes, Money, Music, Philosophy, Complexity, Art, History /🇺🇸 🇵🇹 🇮🇹 🦡
0range Crush, CMT @0rangeCru5h
1K Followers 1K Following Perception deviating from reality creates opportunity, Bull or Bear, timeframes & Risk mgt matter most, Looking for Delta, Not advice because it may be sarcasm
h-town rci @thenoblefiles
123 Followers 76 Following 82' operation on Lebanon was a necessity 🇮🇱 https://t.co/pfRM9BNLxV
Macro Charts @MacroCharts
164K Followers 970 Following 30 years in markets. Combine charts and proprietary Core Models. Fund Manager. Strategic Advisor to Global Funds and Family Offices.
Sven Henrich @NorthmanTrader
472K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
Rock Creek Freak @rockcreekfreak
6K Followers 397 Following i find oil in spreadsheets… build a pipeline into my office
Zac Coplon (not a par.. @zacurate
2K Followers 423 Following || 90% O&G, the other half #saas || || President of @4cast_io || || Not Investment Advice ||
James Jude @Jimmyjude13
76K Followers 899 Following Trader, Merc Jerk, Eurodollar/S&P Options/VIX, CME/ NYMEX alum, writer. Technical advisor and content creator at https://t.co/mVmFgmozNd
NattyGasCFO @NattyGasCFO
527 Followers 852 Following #EFT #OOTT #COM #OPEC #NaturalGas #CrudeOil #OGNT #LNG #Coal #JKM #TTF #Gigem
CMC Markets @CMCMarkets
31K Followers 353 Following Multi-award-winning CFD trading platform. 30+ years of dedication in helping clients master their craft & find their flow. 69% of retail CFD accounts lose money
Captain Jim James @JimJame74888138
25K Followers 2K Following Stock Market Show Host. Entertaining & insightful market commentary while you trade. https://t.co/A7D2Y3moys https://t.co/SxAVWuWEQD
Billionaire man-baby @LeeBogart3
108 Followers 498 Following Entropic decay. We are post-peak energy consumption per capita leading to rising social/political/economic conflict and resource wars.
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Pig Farmer Capital @pigfarmercap
569 Followers 10 Following Just another farmer shorting other farmers. I debunk bionic tomatoes, trucks pushed down hills and other bad farmer pumps
Cline Shale Bandit�.. @earlefeel69
1K Followers 935 Following Viva La Raza. Father and Husband. Christian. Oilfield Service Hand. Wine’r, Dine’r, Pipleliner. Dallas Cowboys. #WreckEm #EFT #OFS
E. W. Marland (Reinca.. @OPtighthole
491 Followers 611 Following O&G Minnies Guy, Father, Husband, Sports, Outdoors & Cigars | OU Football
SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MD
The Kobeissi Letter @KobeissiLetter
505K Followers 514 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
🖐🏻Pete (failed .. @unclepete_100
989 Followers 2K Following Boomer, watching humanity causing its own extinction with morbid fascination. Blue-collar Aphorist/Polymath. It’s not a hockeystick, it’s a spike #EnergyDensity
Avram Fisher @longcastadviser
6K Followers 405 Following Founder and Portfolio Manager of Long Cast Advisers. Former sell side analyst and PI. Building wealth via small cap investing. Email: [email protected]
John Jones @JJonesokc
494 Followers 73 Following Oil & Natural Gas Exploration, Oil & Gas Mineral Acquisition, University of Oklahoma Alum. It’s not hard to be kind.
Natural gas E&Ps will literally market propane in Ghana before slowing down their drilling activity.
$AR reports 1Q24 results PR: d1io3yog0oux5.cloudfront.net/_3d9a1176cde0b… Hedge and Guidance: d1io3yog0oux5.cloudfront.net/_e39a121ad2431… Highlights:
This is huge news: The FTC has just completely banned noncompete agreements by employers which prevent most workers from joining rival firms. It is now ILLEGAL for employers to make employees sign noncompete agreements. Is this a good move?
The market is going to push the BoJ to take more drastic measures. Investors are going to push the Yen until the BoJ raises rates to close the carry trade- (as I've said countless times!
BOJ IS CLOSELY WATCHING CORE INFLATION AS IT WEIGHS THE TIMING OF ADDITIONAL HIKES - NIKKEI.
@dampedspring Regardless, does this not confirm fiscal dominance and the increasing impotence of monetary policy? Seems long term bullish for hard assets as it exacerbates the debt payments issue for the gov either way.
@dampedspring The best on this platform. Period.
@commbankerguy @chrisderose Unfortunately I think you are confusing “no fight in young people” with poor management.
US land is the ONLY major region w/ declining spend in 2024…there better be a lot of focus on full year production targets as earnings roll out in the weeks ahead. Look internationally & offshore for the next wave of growth. #EFT #OOTT #ONGT $XLE $XOP $OIH
$oih BofA US-Canada-Int'l and Onshore/Offshore capex projections - International and Offshore will lead in 2024 while NAM down but US land to see largest growth in 2025.
@johnkonrad @martytantum Compliance is a good example. Yeah we have basic regs for a reason, but more and more there is bloat. More people then have to work in compliance at companies and for the regulators. The tax code is a good example. If it were simpler we wouldn’t need so many CPA’s.
@johnkonrad The bureaucracy grows, to meet the needs of the growing bureaucracy. The objective of any bureaucrat is not to solve problems, but rather to create them and then produce "solutions" to said problems. It's a form of corruption that must be weeded out.
Customize your futures trading setup to trade your way: analyze prices, place orders, and manage positions with precision.
@jakeshieldsajj I'm coming to the conclusion that they were running competitions as to the most ridiculous stories the goyim would just swallow.....
@NGLFundamentals “END THE GRIFT” The gravy train for life. Joe Biden wouldn't be President if these rules were adopted. They would have to work for a living like everyone else. If corporations are like people, then executives and board members need to face criminal justice as ordinary people do.
@RobertMSterling I love how Topeka is used as a proxy for "town filled yokels that would be impressed by all this". (It’s 100% that.)
@Sarah_Katilyn Speakin of books…..just finished this. Great story.
@jendubayevans He obviously didn't have to work out how to drive to somewhere to eat hot food! r buy any food at all. We did. Then got in a wreck on black ice under bridge. Toilets totally back up! (memories!!) and numbingly cold, dark. All while living on Houston's I10 /Energy Corridor!
@NGLFundamentals @SheDrills The EIA seems to be using the Force to make these predictions. Rig counts needed to rise last December to show production increases in May.
@NGLFundamentals M&A is a confirmation of inadequate runway. Organic growth isn’t their DNA but it needs to be because M&A is only a short term solution.
@EcoSenseNow So these loons will effectively be replacing natural gas with ... natural gas. Except 50% more than just burning it directly would have done, plus all the added costs of doing the conversion. But it's loony lefties we're talking about, so they'll probably do it anyway.
Trends for United States
You might like
