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Posted
On 5/6/2025 at 8:43 PM, Sawbonz said:

I read OPEC is ok with $40 a barrel. That seems bad. Is that bad?

I had lunch with a friend that just got in under the wire at XOM. 5 years as a contractor, overcame some personal shit, and now finally an employee. His entire department is expecting a raise in October. I’m really happy for him.

Good time to be at a big shop to ride this shit out. 

  • Like 1
Posted
18 hours ago, The Royal We said:

Adam comes across as being full of shit on some of this. The Mar a Lago Accords (speculation) and King Dollar! aren't coming to save you.

I ignored that. I’m talking about the commentary surrounding diminished supply and robust demand for commodities. Pretty real world stuff, and yeah, Adam is my boy. Glad I shared. I’m about to abandon the site. 

Posted
4 hours ago, Rex Kramer said:

I ignored that. I’m talking about the commentary surrounding diminished supply and robust demand for commodities. Pretty real world stuff, and yeah, Adam is my boy. Glad I shared. I’m about to abandon the site. 

Toughen up snowflake.

I agree with his analysis of diminishing supply/peak shale output due to the nature of the reservoirs, but I've heard a few other people explain that in the past. I didn't know what else from it should be required viewing.

Sorry, I fully admit my bias was in play prior to even listening to the parts that I did, but it's hard not to when he chose what he did to put on the cover of his vid and chose this picture of himself.

image.png.e9fe4f3620c253843ce386b8a1fb14a3.png

Smarmy level = 99  I guess Judge Smails had to borrow his hat? 

  • Haha 1
Posted
17 hours ago, The Royal We said:

Sorry, I fully admit my bias was in play prior to even listening to the parts that I did, but it's hard not to when he chose what he did to put on the cover of his vid and chose this picture of himself.

image.png.e9fe4f3620c253843ce386b8a1fb14a3.png

Smarmy level = 99  I guess Judge Smails had to borrow his hat? 

image.gif.505a83ba3da21bd972672438f332b904.gif

  • Haha 3
Posted
59 minutes ago, Storm the Field said:

I didn't even watch the video and I've never seen or read anything he's written or said, but I already hate him.

It’s not a good look. Adam is smart as shit and very unassuming. Nobody here that isn’t unreasonably political (and I think y’all know how I feel about our current President) should hate him. I’m getting him to speak at a few events in Dallas, where there’ll be record turnouts. You could say, only the best, finest turnouts. 

Posted
On 5/8/2025 at 1:29 PM, The Royal We said:

Toughen up snowflake.

I agree with his analysis of diminishing supply/peak shale output due to the nature of the reservoirs, but I've heard a few other people explain that in the past. I didn't know what else from it should be required viewing.

Sorry, I fully admit my bias was in play prior to even listening to the parts that I did, but it's hard not to when he chose what he did to put on the cover of his vid and chose this picture of himself.

image.png.e9fe4f3620c253843ce386b8a1fb14a3.png

Smarmy level = 99  I guess Judge Smails had to borrow his hat? 

Watch from 52:20 in, and nothing else, and get back with me. 

Posted
On 4/23/2025 at 9:39 AM, Rex Kramer said:

My SIL started training, as he said, his replacement I think late August last year.   Shell has been a great company for him, but like I told him as a kid who grew up in O&G, be ready to pull the emergency cord anytime past 50 years old.  He's smart. They are banking, and serious savers.  Ultimately the only thing preventing a lot more off shore engineering is the language barrier. 

I don't think he is thrilled about $60 a barrel oil. If things go that way.  I assume Eagle Ford is still viable at $60?  

 

Posted
3 hours ago, horn4life said:

My SIL started training, as he said, his replacement I think late August last year.   Shell has been a great company for him, but like I told him as a kid who grew up in O&G, be ready to pull the emergency cord anytime past 50 years old.  He's smart. They are banking, and serious savers.  Ultimately the only thing preventing a lot more off shore engineering is the language barrier. 

I don't think he is thrilled about $60 a barrel oil. If things go that way.  I assume Eagle Ford is still viable at $60?  

 

Some, but a lot of development will stop at $60. Shell probably doesn’t fall into that category. I think oil could be a bit of a roller coaster the entirety of Trump’s term. Unless we have warm winters, I don’t see the same with gas. 

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