Casey Merriman @cm_energyintel

@energyintel Editorial Director, W. Hemisphere. Head, Competitive Intelligence. Mom. Mountain Biker. Bassist @ The Dust Ups. Rice Grad. Standard disclaimers. energyintel.com Tempe Joined August 2010

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Javier Blas @JavierBlas

4 months ago

Very nuanced comments by ConocoPhillips CEO today about the probable trajectory of US shale oil: If WTI stays in the $50s, it declines "slowly" If it stays in the $60s, it plateaus If it rises to high $60s and into $70s, it grows again #OOTT

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Casey Merriman @cm_energyintel

4 months ago

The US-China 90-day tariff deal will see most Chinese tariffs on US goods fall to 10%, but oil, LNG are exceptions. Crude = 20% LNG = 25% Ethane, LPG = 11%. Crude, LNG likely remain out of the money. Ethane/LPG harder to replace, flows should continue. energyintel.com/00000196-c919-…

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Casey Merriman @cm_energyintel

4 months ago

The big $BP earnings miss (and higher-than-expected debt, etc - ouch) has been thoroughly covered, so just a secondary anecdote -- all low-carbon energy metrics have been scrapped from the major's quarterly reporting. Nothing to see here means nothing to see here.

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Casey Merriman @cm_energyintel

6 months ago

Amid all the $BP headlines, a subtle point speaks vols: it not only plans to produce ~1mn boe/d more in 2030 than its original transition plan, it has a new target for 100% reserve replacement by 2027. The U-turn is not just short-term growth. It’s restocking for post-2030.

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Casey Merriman @cm_energyintel

7 months ago

Live look into #USAvsCAN

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Warren Sharp @SharpFootball

8 months ago

taking a second to compliment Aikman and Buck for not being afraid to criticize horrible refs making horrible calls on national tv normalize this and we might fix it

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Casey Merriman @cm_energyintel

8 months ago

This. Keep showing these trash roughing the passer calls over and over. Texans have to do their part to come out with a win (like make extra points), but this is a David v Goliath game and the refs are taking a tire iron to David’s shins. #nfl #TexansvsChiefs

Mike Sando @SandoNFL

8 months ago

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Casey Merriman @cm_energyintel

8 months ago

I have greater hope for 2025 knowing that parody of this quality exists -- and that Enron can still be this well trolled more than two decades on. This entire account is worth your time.

Enron @Enron

8 months ago

I have greater hope for 2025 knowing that parody of this quality exists -- and that Enron can still be this well trolled more than two decades on. This entire account is worth your time.