Lost Frac Balls

@TeddyGambino Dual fuel highly sought after because off road diesel is more expensive than the AFE can support. Probably saving 2-5k per frac stage depending on regional diesel price and regional natty prices (why not around waha).

Bingo, the fracpocalypse is upon us

@rocks_boffin VSP?

@FracSlap Looks like a Springfield XD

My driver pulled up with a 9mm and Wild Well Control sticker The European mind wouldn't comprehend

@FT Are they going to okie doke Rod Lewis again?

Sheinbaum announces fracking plan as Mexico seeks to curb US gas reliance ft.trib.al/QAE5MNt

@WestTXLandman @EnergyCynic

@EnergyCynic Those wells aren’t going to fund themselves!

Tamboran Resources $TBN - Pumps stock with an acquisition and gas well IP (20-day) - Compares itself to Marcellus - Stock zooms - Immediately does equity offering and prices at 20% discount Lil Sheffield trying to conjure up the 2014 Permian Gods here. Methinks it’s different.

Alright, who has this deal trophy at the office

@GreyHairOpsGuy @carlquintanilla The fuel surcharges are actually going to cut some activity once people see the impact. Will be a lot of AFEs run over in the short term.

#EFT get ready

@FauxRight I've got a 5 well pad of them. Toe stages are fun!

Seeing AFE's with > 30k MD is still a bit crazy to me

@NiceQuarterGuys Because service pricing is acting like it's >$90!

Why are you not hedging Q4 at $80 and calling your service providers?

@OilCoIntern And still don't make the second round

@FracLost I underwrite at PV5 with $100 oil decks🤙🏼

What's the current market PV on PUDs? PV15? PV20? PV50?

@K33pFracing @willrayvalentin @ChevExec Tough, ABS carries a lot of covenants that are designed to keep you away from the ABS'd PDP

@willrayvalentin @ChevExec Grow your way out!

Imagine you just finalized an ABS deal. You paid double what it was worth. You hedged 90% of your production for 10 years and used the IBs decline curves. Your production is mostly gas and your service costs are going up 20-30%. What do you do now?

@Hotdogremix @nimblephatty @Jack_McClendon @willrayvalentin @FracSlap Yes

@kenwday Think you are pretty low on the temp. It starts with a 4.

Comstock has the Cactus 145 drilling a Western Haynesville well permitted for 17,000' lateral. Total well measured depth could be 30,000', if they get all the way down. Dollie Jones 1H 17k' lat at >15k' TVD and >320 deg F is cool engineering. Rooting for them #waynesville

@RealPETE2020 We should have multiple EFT members wear GoPro chestys during NAPE

Welp, #NAPE has begun

@Energy_Tidbits They were in some recent upstream VDRs. Says a lot more than the word salad.

Non-denial denial? Williams asked about media report looking at a big acquisition of #NatGas reserves/production. "We don't need to go out and do a big upstream acquisition. We have no intent to go do a big upstream acquisition... So we're always keeping our eye out for gas supply opportunities, but i can tell you that we're not - i heard some speculation coming off that article and I think you can probably be best to focus on our messaging. We're focused on our core business...We've got an incredible runway of investments that we're going to be primarily focused on" CEO. Always find it interesting when the CEO gives a longer answer when he could have given a simple no, we aren't going to buy upstream. Look at our slide, we are involved across the natural gas supply chain EXCEPT for upstream. Thx @business transcript #oott

@Producers88 Dm AOI

Who are the successful mineral brokers out there? Anybody gone that route for selling something? We have an asset we want to sell too small for invsmt bank and don’t want to sell direct on energynet, etc.

@WAR527 I don't trust these lists anymore after a quick look. I think a better list from @FauxRight on who spent the most for a mcf or bbl would be way more informative and useful.

@A_tothe_K Heads up... They bought the beat from a local guy. Neither actually made the beat.

Je lis bcp de bêtises concernant Chad Hugo depuis hier. Il est indéniable que le génie de The Neptunes c'est lui Je vous repartage une de mes vidéos préférées all Time où il explique à sa façon la conception du beat de Grindin des Clipse Légendaire