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Eastwood

Certifiably Surly
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Everything posted by Eastwood

  1. If Surly had a yearbook, you’d win “Most likely to stare at an eclipse without protective glasses.”
  2. The clouds parted for us for about 10 seconds, which was just long enough to see the diamond ring. There was a layer of wispy cirrus, so I didn’t get to see any solar flares (if those were visible to the naked eye). Those 10 seconds sent a chill down my spine, I’m not going to lie. My day was extraordinarily busy up to that 30 minute window I blocked off and after, but I was traveling for work that evening and somewhere around 10 pm on my drive, I finally process what I saw and it hit me like a ton of bricks. Seeing a natural wonder so cosmic and rare has had a profound effect on me. Having experienced both the 2017 eclipse and this one, I will 100% vouch for the sentiment that the difference between totality and the fringe of totality is so, so vast. That additional 0.9% you get in totality is absolutely insane.
  3. Hole in the clouds broke just around the sun during totality. Talk about luck. Glad I made the time for it.
  4. Clouds came back with a vengeance for me south of Austin. T minus 1.5 hours to main event. Bummer.
  5. Extremely bright where I am with a good bit of cloud cover, but some blue is starting to break through. Seems like the sun might be burning away some of the cover.
  6. Sloppiest basketball I’ve seen in a long time and straight up out-hustled.
  7. I have extensive experience in this industry and lump me into the camp that thinks this is the right move. The industry brought this on itself, a handful of the realtors I've ever worked with were worth the 6%, and even though it sucks for the hard workers, this industry will be a lot better after an adjustment period. It's time for the industry to become a meritocracy where good work really stands out, not a volume business where any Dick and Jane can get a license just to have access to the MLS and force escrow officers to do 90% of the legwork with the seller or just have access to the lockbox to let buyers in. The good ones who actually do this as a career and not a side gig need to hang in there. Once the dead weight is gone, there will be a lot more listings to go around.
  8. Your kin and my kin are neighbors, then. Very aware of the mindset out there.
  9. Don’t forget Wharton. And Boling. And East Bernard. And (rural area filled with olds).
  10. So many factors that play in there. What is their current net revenue interest (NRI) for the working interest owners in the existing production? If new leasing is going to take place, what royalty will the Lessors get in the new lease? If it’s 25%, will the operator be okay with a sub 75% NRI if they convey out an ORRI? And if it were me talking, not legal advice or anything, I’d push for ORRI over WI where possible. WI can be a headache from getting billed and having to elect into proposed operations, liability, etc. ORRI is free of those headaches, mostly.
  11. I hope he can make to the stage in comfort, but if that isn't possible, a peaceful and painless transition to the end. Hook'em, Steve.
  12. Looks like a mobile game. Supposedly they wanted to scrap it, but would be in deep shit with the Singapore government. I’ll catch it when it’s $20.
  13. Reuters reporting that gas is at an inflation adjusted 30 year low. So, that’s fun.
  14. Everyone is getting gobbled up. Woe unto the mid and small-caps who get left out in the cold.
  15. Stepping in to defend someone against a lowbrow and classless attack, even if that person is a possible future opponent in an election, is what used to be the norm in this nation. The Republicans can't even muster up some common decency and denounce a dig at an active service member.
  16. If this was a Saturday in the fall, this would be the worst torture a man could endure.
  17. Hilarious that A&M starts chirping about the Big 10 and a week later it comes out that the Big 10 and the SEC are forming a partnership that will inevitably lead to a merger. Every time they try to run screaming into the woods, Texas just walks them down like Jason Voorhees. There is no escape.
  18. Yeah, that math don't math unless he's withholding information. My first guess was that he has, or just received, the 65+ exemption. I am originally from, and still have family in, small town Texas. I can’t think of a single small town in Texas that I’ve been to, that isn’t a vacation location or commuter town to a big city, that is “nice.” They are all filled with equal parts impoverished people and retirees who made a life in that town when it was possible in the 60s and 70s. People will point to Fredericksburg or Round Top to claim small town Texas is great. Not the Gillette or Tivoli or Corsicana type towns. The towns that industry forgot.
  19. I am of the opinion that this sentiment is more of a gamble than a lot of you think. 5 years ago was 2019. Natural gas demand has only increased since then. Renewables continue to earn market share domestically, but abroad is where the meat of the effect of this policy will have on global climate goals. Developing countries want cheap energy and care less than we do whether it is clean or not. LNG was our opportunity to incentivize a cleaner transition.
  20. I don’t know the exact number of affected projects, but the fallout I am comfortable attesting to is that the longer this stays in place, the more investment sits on the sidelines to see how it shakes out. A project that could have been approved during the freeze would most likely be online by 2030. Possibly at early as 2027 depending on what stage the project was in at the time of freeze. As Hate mentioned, there are projects that have dollars already invested that are affected by this. Land purchased, contracts entered into, gas committed, pipe committed, etc. Upstream and midstream companies will now pull back on commitments, investors will want to wait before committing money to feasibility and economic analyses, land that would have otherwise been acquired in prime export locations may get purchased by other industries, and overall money just goes elsewhere and it most likely isn’t to green initiatives.
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