TexanObservator @TexanObservator

Energy | Investments | Constitutional rights | Fantasy football | *Not investment advice* Houston, TX Joined July 2020

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TexanObservator @TexanObservator

a year ago

From 2023 – 2024: Used EVs lost 20.5% of their value … ~$8,695. ICE cars only lost 6.8% … ~$2,000. #OOTT @GuyDealership

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TexanObservator @TexanObservator

2 years ago

LCOE metric is a scam. Great to see it debunked. #EFT #OOTT

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TexanObservator @TexanObservator

2 years ago

10 yr cumulative oil demand displacement of 3 MMBbl/d is like 2 years worth of *annual* oil demand growth (nevermind the base demand untouched) Oil isn't going anywhere #EFT #OOTT

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TexanObservator @TexanObservator

2 years ago

United Auto Workers union exec: “It doesn’t take a rocket scientist to figure out that our sales for the [Ford] Lightning have tanked.” Per WSJ $F #EFT #OOTT

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TexanObservator @TexanObservator

2 years ago

$F EV sales plateau … the “toy for the rich” brands like $TSLA (60% market share) growing … but the common man not seeing the value #Oil #EFT

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TexanObservator @TexanObservator

2 years ago

Anyone else liking $ET at a ~24% DCF yield rn?

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TexanObservator @TexanObservator

2 years ago

Biodiesel landscape moving quickly … #EFT #OOTT

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TexanObservator @TexanObservator

2 years ago

If you’re tired of federal agencies legislating via rule making, this is Big … Supreme Court will revisit Chevron deference doctrine … a reversal would be a huge W for balance of power. scotusblog.com/2023/05/suprem…

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TexanObservator @TexanObservator

3 years ago

Clean energy subsidies as % of cost … #EFT #OOTT

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The Kobeissi Letter @KobeissiLetter

3 years ago

Over the last 2 days: 1. Saudi Arabia "no longer interested in pleasing US" 2. Saudi Arabia attempting to adopt economic strategy “without US dependence” 3. Chinese Yuan replaces US dollar becoming most traded currency in Russia 4. OPEC issues "surprise" production cut…

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TexanObservator @TexanObservator

3 years ago

Caused by the Fed (and technology) …

unusual_whales @unusual_whales

3 years ago

Caused by the Fed (and technology) …

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EnergyCynic @EnergyCynic

3 years ago

So @SecGranholm comments led directly to higher prices for Americans Childish unicorn tweets about renewables + energy ignorance = people get hurt

JennyManyDots @jenstilmanydots

3 years ago

So @SecGranholm comments led directly to higher prices for Americans Childish unicorn tweets about renewables + energy ignorance = people get hurt

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TexanObservator @TexanObservator

3 years ago

AR15 as a symbol is intellectually dishonest. Per FBI … 10k firearm homicides in 2019 … Only 364 of which were with rifles of any kind. The symbol should be the urban handgun. ucr.fbi.gov/crime-in-the-u…

The Washington Post @washingtonpost

3 years ago

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USA Wrestling @USAWrestling

3 years ago

Pat Glory (Princeton) wins the 125-pound NCAA title with a 4-1 win over Matt Ramos (Purdue) in the finals. #ncaawrestling x @tigerwrestling

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TexanObservator @TexanObservator

3 years ago

# of PE firms active in Canada E&P: 2015: ~20 Current: ~7 Wildly underserved market. #EFT #OOTT

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Carl Quintanilla @carlquintanilla

3 years ago

JPMORGAN: SVB “was in a league of its own,” with an “unusually high reliance on corporate/VC funding .. and very low reliance on stickier retail deposits .. Bottom line: $SIVB carved out a distinct and riskier niche .. setting itself up for large potential capital shortfalls ..”

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TexanObservator @TexanObservator

3 years ago

If equity / debt holders get wiped …. it’s not a “bailout” Backstopping customer saving deposits was the only option. I dislike the Fed generally, but they got this one right.