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Storm the Field

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Everything posted by Storm the Field

  1. XOM acquisition of PXD made official this morning. $59.5B for 850K acres. XOM now has a combined acreage position of more than 1.4M acres between the Midland and Delaware, and daily production of roughly 1.3MBOED.
  2. Twins should keep letting Ober pitch in this series.
  3. Leadoff double that gets moved over to 3rd with 1 out. Gotta put a ball in play.
  4. Weather all over the map this week in Houston. Dreary days in the 70's today and tomorrow. Good chance at some rain late tonight/tomorrow morning. Sun comes out for a warm, muggy day in the mid-80's on Thursday. Summer pops its head out again for maybe 12 hours on Friday, getting up to low 90's before another front rolls in overnight. Seemingly perfect Fall days on tap from Saturday thru next Wednesday. Sunny, around 78/58 and low humidity.
  5. Good news, bad news: GN: After a historic drought, we got a shitload of rain the last 3 days, and it's about to start cooling down and drying out in Houston. BN: Hasn't happened yet. Still mid 70's and muggy. The only fringe benefit of not getting any rain for 90 days was the complete lack of mosquitos. Apparently several trillion were laid during this past rainy stretch and every last one hatched within the past 30 minutes in my backyard.
  6. Hell of a run for natty the past 2 weeks. Opened 2 Fridays ago at $2.63, currently $3.28. 24.5% gain. 16% just this week.
  7. Wait, good news is good news??!?!? Markets initially freaked at the jobs report b/c of course bond traders hated it. Quick U-turn this morning after the initial selloff. Big headline job number, but wage growth was basically back to historic average of 0.2% MOM, which is nothing that SHOULD cause Fed to overreact.
  8. Dad informed us earlier this week that he finished the stand. Brother and I heading out to the lease tomorrow afternoon to set up a new feeder to replace one of the busted ones. Dad is meeting us out there with the new stand at sunup on Sunday. Just gotta unload it and attach the roof. Hot damn, the lease is now gonna have at least 1 fully-functioning stand and feeder combo ready to go in time for the season. And hopefully it will have been feeding for long enough to get some regular diners. itshappening.gif
  9. Almost time. 68 in H Town when I went to the gym this morning, but lots of moisture still in the air and it has warmed up quickly as the morning progresses. Gonna be warm and muggy until the drier air finally arrives late tonight. Heading up to my deer lease up near Rayburn tomorrow to do some work setting up a new stand and feeder. Gonna be in the high 40's when I wake up out there on Sunday morning. That's a temperature I haven't experienced in probably 7 months. Can't wait. Looks like we'll get just maybe 3-4 days of cool weather out of this first front before high 80's and humidity return around the middle of next week. On the bright side, looks like a second, longer-lasting front is expected to roll in next weekend. Lot of really nice days on the forecast for 10/14-20.
  10. No. Still gonna be highs in 70's, lows in 50's Saturday and Sunday. Humidity will be way lower starting tomorrow evening. Just not gonna be very long-lasting, as is pretty common with these early Fall fronts. Texas is catching the western edge of it. Gonna be colder and stick around longer east of the Mississippi.
  11. Cool front arrival, visualized:
  12. Make that $11 now, back down to $82.50.
  13. Typically fall with the switch to winter blend and less demand after summer, but not that drastically or quick.
  14. RBOB gasoline futures have crashed about $0.60 since Labor Day. Pump prices will start trending down over the next 2 weeks. Prices starting with a 2 should be fairly easy to find in Texas by late October.
  15. Final band of storms making it's way out to sea over the next few hours, heralding the coming of the front over the next 24 hours. It's almost here fellas. DFW will get the first lick, as drier, cooler air should start filtering in around midnight tonight. Y'all will wake up to a gorgeous Fall morning tomorrow in the mid-60's. Austin looks to spend most of tomorrow in the mid-80's, but should definitely start feeling a lot more comfortable after lunchtime with dewpoints dropping. Temp finally dips below 70 at roughly midnight Friday and should keep dropping until close to 60 around sunrise on Saturday. Houston naturally has the longest wait. Once these rains finally pass, will be mid-70's to low 80's and muggy until we finally drop below 70 around 4:00 am Saturday and then wake up to a windy Saturday morning in the high 60's as the front finally arrives and starts drying things out.
  16. Been raining pretty steady for about 5 hours in my neck of Houston and looks like it should keep going until about 3:00 this afternoon before finally drying up over the next few days. Nearest rain gauge to my house indicates we've received about 4.5' total in the past -50 hours. That's more rain than we got the entire stretch from mid-July to October 1st. Northern burbs have been getting deluged. Some areas near Conroe and Woodlands got upwards of 6' this morning.
  17. You folks heading to TX/OU are in for a treat. Latest GFS run about an hour ago has Saturday in Dallas at 73/52 and sunny.
  18. Sharp uptick in interest rates seems to have taken the wind out of the recent upswing for WTI. Down $7 in the past 5 trading days, back to $86. On the flipside, natty has a 3 handle for the first time since January.
  19. Not stupid enough to complain about finally getting some steady rain in Houston, but Jesus Christ is it swampy today. Currently 83 with heat index of 95. You can scoop the air outside with a spoon. ~60 more hours of soupy conditions and then we finally get a taste of Autumn.
  20. Shitty CR angle to Ukraine funding resulting from McCarthy getting the boot yesterday.
  21. Houston area getting a steady soaking this morning. Nothing heavy yet, but a consistent light rain since before sunup. Looks like some stronger stuff down in Brazoria/Fort Bend that may or may not make it to the city center later. Unrelated to the front making its way down south. Little disturbance that originated out in the Gulf. If you're anywhere inside a triangle drawn from Matagorda to Hunstville to Beaumont, you're likely to get at least some rain today.
  22. Predicted low for Houston on Sunday now down to 55. I know that's in the wee hours of the morning, but wowza, wasn't expecting to actually drop below 60.
  23. La Mex should be open at Stomping Grounds within the next 2 weeks, per a post yesterday on their IG page. Perfect timing with the weather finally cooling down in the near future. Looking forward to some hangover brunches with a michelada outdoors.
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