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The Leopards Eating Faces and Unlubed Dildo of Consequences Thread

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12 hours ago, Willfully Horn said:

Damn. A pithy way of saying sesquipedalianistic.

Someone has been reading their David Foster Wallace.

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  • @troph’s wife here. Time for my inaugural post. 

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15 minutes ago, yoladu said:

Great. The poor stupid people voted themselves into a education death spiral. They will celebrate this until they can’t afford the maintenance on their dope ass football stadium.

Looking forward to the day when these kids enter the workforce and can’t do the math to correctly estimate projects.

 


 

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5 hours ago, yoladu said:

I hate to pour a little cold water on our schadenfreude, but I'm going to point out that a solid half of those states (South Dakota, Montana, Alaska, Arizona, and Oklahoma) are likely on that list due to their large Native American populations.  The federal government is responsible for education on reservations through the Bureau of Indian Education.  The federal government also provides grants to local education agencies that are serve Native American populations outside of the reservations.  

Native Americans voted hugely against Trump (and were responsible for Biden carrying Arizona in 2020).  These cuts are going to hurt them probably more than any other discrete subgroup in America.

6 hours ago, GenXer said:

Great. The poor stupid people voted themselves into a education death spiral. They will celebrate this until they can’t afford the maintenance on their dope ass football stadium.

Wrong.  The LAST thing that will happen is decay of precious football stadiums.  See, this plan has two steps (I'm not making this up, this is exactly what Republican states are asking for): 1) stop federal funds (which actually have to be used for certain purposes, like....educating students, including those with disabilities and such), and then 2) divert those funds to unrestricted "block grants" to states to use however they want.

So, the $500 million that USED to go to your state for special education, and the most underfunded schools?  Well, now that $500 million is going to be used to build the most incredible football stadiums -- in white, suburban districts only -- that mankind has ever seen.

As a practical matter, they just voided Brown v. Board of Education  AND Plessey v. Ferguson.  Our new national motto is "Separate and AWESOME - Whiteville High has a Godzillatron bigger than any university now!"

Edited by Brisketexan

23 hours ago, MissingInAction said:

Evangelical playbook. If something bad happens to you; accident, illness, rape, murder, etc. it's your fault because you aren't "Christian" enough.

Fucking shit head cunts that they are.

And yet somehow when they cheat on their spouses, diddle little kids, embezzle church funds, etc... all they gotta do is ask their sky daddy for forgiveness. All good!

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This will age like a gallon of milk on the sun. 
 

 

He then slapped a 25% tariff on autos.  GM stock down 8%

17 hours ago, Ghost of LL said:

These cuts are going to hurt them probably more than any other discrete subgroup in America.

EO 17849 says you can't bitch about "discrete subgroups" anymore.

We're all in this together.

12 minutes ago, Aqua Buddha said:

He then slapped a 25% tariff on autos.  GM stock down 8%

*slept

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12 hours ago, Firemans4Horn said:

This will age like a gallon of milk on the sun. 
 

 

Womp womp.

 

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18 minutes ago, 956 Worldwide said:

Womp womp.

 

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“Our church was fortunate to hire a charismatic youth leader who had a lot of experience because he seemed to move from church to church every six months.  We thought so highly of him for volunteering to single-handedly take that group of nine-year-old girls with him on a sleepover at Camp No Cell Coverage…. Who could’ve known that would happen?”

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22 minutes ago, pacman said:

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Live look at the husband after the interview:

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Good luck Don. You gave it to him, he will say it’s his to give back not yours to take back and he will be supported in that position. 

Mr Bacon seems to be the only R in the House willing to go against the party line.

3 minutes ago, Pato del Muerto said:

Good luck Don. You gave it to him, he will say it’s his to give back not yours to take back and he will be supported in that position. 

See, Don....that's kinda the thing that those of us who aren't abject mouth-breathing idiots (so...we're not Republicans) fucking warned about with flashing red lights and the whole 9 yards: once an authoritarian has a power, he never, ever, ever surrenders it.  Except by force.  That's it.  You've opted out of the rule of law, and now expect to use the rule of law to claw back power?  That's not how it fucking works, you fucking cowardly cock gobblers.

Just now, Auto Driller said:

Mr Bacon seems to be the only R in the House willing to go against the party line.

There's going to be some R reps in swing districts who are going to get fucked by this.  And I'm here for it.

15 minutes ago, Chad Fuck said:

There's going to be some R reps in swing districts who are going to get fucked by this.  And I'm here for it.

I Hope Please GIF

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There are people here that still think that Trump won’t shut down mail-in and early voting once he controls the post office and/or guts it, and that every single Republican state won’t recognize the outcome of the election and throw this thing into SCOTUS?

Election in 2026?

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Edited by Gatorubet

34 minutes ago, Auto Driller said:

Mr Bacon seems to be the only R in the House willing to go against the party line.

Yeah, and he's going to end up getting........

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.......cooked.

58 minutes ago, Pato del Muerto said:

Well, mostly partially cooked. 

FIFY.

User checks out.

Edited by DDD Dad

On 3/25/2025 at 1:07 PM, Gatorubet said:

 

https://www.federalregister.gov/documents/2025/03/25/2025-05128/termination-of-parole-processes-for-cubans-haitians-nicaraguans-and-venezuelans

Also, on April 24 all parolees’ right to be employed in United States is revoked, and it is illegal for any employer to hire those people. 

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When an administrative agency seeks to make a rule through informal rulemaking, § 553(b) requires that the agency publish a general notice of the proposed rulemaking. § 553(c) requires that agency to give interested persons the opportunity to submit written comments and that the agency consider such comments. Individuals can submit comments on proposed rules electronically at Regulations.gov . The agency must give individuals a period of at least 30 days to comment on the proposed rule. Before publishing the final rule, the agency must issue a “concise general statement of their basis and purpose.” Lastly, § 553(d) provides that the final rules are published in the Federal Register .

58 minutes ago, TwiceHorn said:

When an administrative agency seeks to make a rule through informal rulemaking, § 553(b) requires that the agency publish a general notice of the proposed rulemaking. § 553(c) requires that agency to give interested persons the opportunity to submit written comments and that the agency consider such comments. Individuals can submit comments on proposed rules electronically at Regulations.gov . The agency must give individuals a period of at least 30 days to comment on the proposed rule. Before publishing the final rule, the agency must issue a “concise general statement of their basis and purpose.” Lastly, § 553(d) provides that the final rules are published in the Federal Register .

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“ Teacher says that every time a bell rings, some brown person who talks funny is shipped out of America by ICE…. She also asked me if you and mommy have any red hats.”

In which UAW workers for Ford, GM, Stellantis learn they aren’t the employed by American companies.

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16 minutes ago, 956 Worldwide said:

In which UAW workers for Ford, GM, Stellantis learn they aren’t the employed by American companies.

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I'm looking forward to the semantic gymnastics required to claim GM and Ford aren't American companies.

I assume they'll say he was misquoted and only talking about Stellantis

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22 minutes ago, DixonHur said:

I'm looking forward to the semantic gymnastics required to claim GM and Ford aren't American companies.

I assume they'll say he was misquoted and only talking about Stellantis

No, they will say that Tesla is the only American auto maker.

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Texas Oil and Gas is entering the FO stage.  

Dallas Fed Energy Survey

Spoiler
  • The key word to describe 2025 so far is “uncertainty” and as a public company, our investors hate uncertainty. This has led to a marked increase in the implied cost of capital of our business, with public energy stocks down significantly more than oil prices over the last two months. This uncertainty is being caused by the conflicting messages coming from the new administration. There cannot be "U.S. energy dominance" and $50 per barrel oil; those two statements are contradictory. At $50-per-barrel oil, we will see U.S. oil production start to decline immediately and likely significantly (1 million barrels per day plus within a couple quarters). This is not “energy dominance.” The U.S. oil cost curve is in a different place than it was five years ago; $70 per barrel is the new $50 per barrel.
  • First, trade and tariff uncertainty are making planning difficult. Second, I urge the administration to engage with U.S. steel executives to boost domestic production and introduce new steel specs. This will help lower domestic steel prices, which have risen over 30 percent in one month in anticipation of tariffs.
  • The administration's chaos is a disaster for the commodity markets. "Drill, baby, drill" is nothing short of a myth and populist rallying cry. Tariff policy is impossible for us to predict and doesn't have a clear goal. We want more stability.
  • The disconnection of oil and natural gas markets, specifically commodity pricing, seems to be causing a feast-or-famine effect on the industry. Companies with natural-gas-weighted assets will spend more money in 2025 developing their assets, but oil-weighted companies will decrease capital spending with the current pressure on oil pricing for 2025.
  • The administration’s tariffs immediately increased the cost of our casing and tubing by 25 percent even though inventory costs our pipe brokers less. U.S. tubular manufacturers immediately raised their prices to reflect the anticipated tariffs on steel. The threat of $50 oil prices by the administration has caused our firm to reduce its 2025 and 2026 capital expenditures. "Drill, baby, drill" does not work with $50 per barrel oil. Rigs will get dropped, employment in the oil industry will decrease, and U.S. oil production will decline as it did during COVID-19.
  • I have never felt more uncertainty about our business in my entire 40-plus-year career.
  • Uncertainty around everything has sharply risen during the past quarter. Planning for new development is extremely difficult right now due to the uncertainty around steel-based products. Oil prices feel incredibly unstable, and it's hard to gauge whether prices will be in the $50s per barrel or $70s per barrel. Combined, our ability to plan operations for any meaningful amount of time in the future has been severely diminished.
  • The only certainty right now is uncertainty. With that in mind, we are approaching this economic cycle with heightened capital discipline and a focus on long-term resilience. I don't believe the tariffs will have a significant effect on drilling and completion plans for 2025, although I would imagine most managers are developing contingency plans for the potential effects of deals (Russia-Ukraine deal, Gaza-Israel-Iran deal) on global crude or natural gas flows. Now these contingency plans probably have more downside price risk baked in than initial drilling plans did for 2025.    
  • Steel prices and overall labor and drilling costs are up relative to the price of oil in 2021 (the same pricing regime but costs are up).
  • Oil prices have decreased while operating costs have continued to increase. To stimulate new activity, oil prices need to be in the $75-$80 per barrel range. Natural gas takeaway in the Permian Basin has not improved for any of my properties, and I am still getting paid slightly negative to barely positive prices for natural gas. Last month I was paid 29 cents per million cubic feet. I feel very negative about the short-term outlook for the oil and gas business.
  • Geopolitical risk and economic uncertainty continue to cloud our picture looking forward.
  • The rhetoric from the current administration is not helpful. If the oil price continues to drop, we will shut in production and do quick drilling.
  • Our program is located in central California. California's government continues to undermine permitting by their staff's inactivity and delays. Ongoing actions in that bureaucracy are increasing costs and regulatory hurdles, hampering investment in the state. Often it appears the state is overstepping authority and working to restrict access to private and federal minerals by creating added levels of regulations bureaucracy and reporting requirements, with the cumulative effect being to hamper the industry overall and prevent specific project plans. This is a very serious impediment to developing strategically located oil and gas assets. Additionally, California imports its energy, with much of its natural gas coming from western Canada. Oil is also imported via tanker from foreign countries rather than being responsibly produced by companies paying taxes in state. California is vulnerable. Tariffs will exacerbate all aspects of business and simply put, any tariffs restricting energy (oil, gas or other) could be a large issue for the state. Effectively, the state needs local investment, oil and gas development, and increased state production, but the political management is working to curtail that.
  • Drilling projects are increasing from outside sources. Natural gas is very positive.
  • The rate of accomplishment of the administration’s policy agenda will impact prices for natural gas in a favorable way. Killing the climate change policies and instigating LNG exports, along with the increase in manufacturing and artificial intelligence demands, will increase natural gas consumption. Weather-related demand was higher this year, and that increased the drawdown in natural gas storage. 
  • Demand has lessened resulting in a lower oil price. The same applies to gas. Unstable capital markets are affecting oil prices. The political climate caused by the new presidential administration appears to be creating instability. Energy markets are not exempt from the loss of public faith in all markets.
  • Global geopolitical unrest and the uncertain economic outcomes of the administration’s tariff policies suggest the need to hit the pause button on spending.
  • The 2025 steel is already purchased; tariffs are most likely to impact 2026 investment decisions.
3 hours ago, pantone159 said:

No, they will say that Tesla is the only American auto maker.

Pleading ignorance here, but where are their batteries and/or the materials they use for their batteries coming from? Are they subject to tariffs?

23 minutes ago, tx ind said:

Pleading ignorance here, but where are their batteries and/or the materials they use for their batteries coming from? Are they subject to tariffs?

I don't really know much about the industry, but according to this piece, about a quarter of their parts/components are imported, so they will see some effect.
https://www.surlyhorns.com/board/topic/40328-non-political-tariffs-thread/page/9/#comment-6970790

From here, I saw an estimate that tariffs could increase the cost of an EV by about $12,000.
https://www.npr.org/2025/03/27/nx-s1-5342456/tariffs-tesla-imports-musk-trump

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1 minute ago, bolverk said:

I don't really know much about the industry, but according to this piece, about a quarter of their parts/components are imported, so they will see some effect.
https://www.surlyhorns.com/board/topic/40328-non-political-tariffs-thread/page/9/#comment-6970790

From here, I saw an estimate that tariffs could increase the cost of an EV by about $12,000.
https://www.npr.org/2025/03/27/nx-s1-5342456/tariffs-tesla-imports-musk-trump

It’s one banana, Michael. How much could it cost? $12,000?

31 minutes ago, tx ind said:

Pleading ignorance here, but where are their batteries and/or the materials they use for their batteries coming from? Are they subject to tariffs?

It won’t matter - Trump will carve out everything that could hamper Tesla. But won’t publicize it. 

It won’t matter - Trump will carve out everything that could hamper Tesla. But won’t publicize it. 

Trump needs to carve out himself then. Tesla imports plenty - batteries, raw materials.
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11 minutes ago, South Austin said:

Suck it, Jennifer.

Well, she is in need of money...

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You can bet your ass that the terrible things online from Democrats are the same things we are saying here - enjoy the consequences of your actions you stupid bitch, who was fine with pain for everybody else, but not for her.   And I’m sure people are asking if she was in a coma between 2016 and 2020.  

MAGA, on the other hand, is threatening her life for saying mean stuff about the orange God-King.

 

12 hours ago, DixonHur said:

"Drill, baby, drill" does not work with $50 per barrel oil

Blinding glimpse of the obvious here.  Along with tariffs, cutting inflation and grocery prices, one of the biggest lies/inconsistencies in his campaign.

 

Awww man. That’s the sweet stuff right there. Hook it to my veins.
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Trump won West Virginia by 70% of the votes.

West Virginia receives 50% of its annual budget from federal funds.

Trump froze federal funds to West Virginia and farmers are losing their farms.

#FAFO

All this discussion seems pointless once we accept the cold hard fact that our president has only one objective and that is to destroy this country totally and completely before he takes his ill gotten profits to some country that will never extradite him.  It is damn near too late to do anything about that already.

7 hours ago, tx 3 putt said:

Trump froze federal funds to West Virginia and farmers are losing their farms.

Nice market for corporate farmers to pick up some nice properties. When they have what they want, I'm sure we won't see the government resuming food programs here and abroad to keep growing profitable for the new overlords.

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On 3/27/2025 at 9:22 PM, theaveragejon said:

It won’t matter - Trump will carve out everything that could hamper Tesla. But won’t publicize it. 

No, he will let Elon continue to be the CEO.

8 hours ago, tx 3 putt said:

Trump won West Virginia by 70% of the votes.

West Virginia receives 50% of its annual budget from federal funds.

Trump froze federal funds to West Virginia and farmers are losing their farms.

#FAFO

link?

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