Kaes Van't Hof

@oilallaround @NewsFinOil @nimblephatty @NeeleySchoolTCU @therealmix 😂😂😂

@NewsFinOil @nimblephatty @NeeleySchoolTCU @KVanthof @therealmix

Got to chat at @NeeleySchoolTCU with the Man today. @KVanthof Even quoted @therealmix Got the selfie even though we both look confused.

@NUCLRGOLF Mineral buyer for sure @tcstoltz13

What does this man do for a living? 🥚🧢 Wrong answers only…

@o_gdaddy Glorious @MattG_PE

Greenlake Energy has filed a permit for a "Tommy Norris" well.

@FracSlap Can I get a PDF??

Bank of America asked me to give a presentation to hedge fund managers on AI and oil and gas today. Here's the full presentation.

@pickeringenergy No “rug pull” yet

In simplest terms, Trump commentary was much more hawkish than where consensus moved in the past 2 days. If bombing going another 2-3 weeks, any sort of normalcy is months away…and the oil market tightens every single day. 2027/2028 oil is too cheap. As are energy stocks #EFT.

@JohnPetersonFW What about Alex Reardon?

I’m not sure there is a stable of golfers at a club in Texas that could hang with our ten best at Shady Oaks in Fort Worth. (In no particular order) Chad Campbell Jesse Speirs Adam Rubinson Leon Brothers (Trent and Tyler) Colton Williams Tom Hoge Paul Barjon Martin Piller Myself Will Osborne, Blake Vinson, Jordan Woolf, John Grace, Beau Davis, Garrison Lackey, Jeff Mixon I’d put our crew up against anyone!

@elonmusk Someone gets it @shaunmmaguire

@atherton_chris @Tejanobrown Good old days Time for another trip @Tejanobrown ??

Back when we were all so young @KVanthof @Tejanobrown

@JoshYoung @trend_bullish Currie has been bullish since early January at Goldman at least

Jeff Currie on Iran, volatility and opportunities in undervalued assets ... youtu.be/q4kWgtIplmA?si… via @YouTube

@biancoresearch And Iran recognizes this desperation

Let me offer discussion points on why they decided to bomb Kharg Island. The administration and military planners likely concluded that it would take weeks, if not months, to secure the Strait of Hormuz. During that time, oil prices could rise to levels that would suffocate the global economy. This was unacceptable. They are desperate for immediate action. So, they needed a bold, decisive move to force Iran to relent quickly. Trump was clear. They bombed Iranian military structures on Kharg but left the oil infrastructure unharmed (assuming this is accurate). Recognizing that this could freak out oil markets, they announced it on Friday evening to give markets 48 hours to digest the news. Trump also made it explicit that oil infrastructure would be next if Iran did not allow ships to pass freely through the Strait of Hormuz. In football terms, they're throwing a Hail Mary pass now, hoping it works. They don't have any more time on the clock. Oil markets and the world economy cannot wait weeks or months for the military to open the Strait. Further, I could envision political advisors suggesting that if oil prices are destined to hit $200 without this action, it might as well happen next week, giving six months to bring them down before the midterm elections. As I've argued in many other posts, Trump cannot simply declare victory and pull out (TACO). That would be worse. It would leave Iran in control of the world's economic jugular, allowing it to punish everyone by permanently holding oil at $200. So, they must force Iran to relent. Again, these are just the thoughts running through my head as I try to explain to myself why they took this step.

Carlyle's Jeff Currie lays out a case for why oil and other commodity prices are heading higher, regardless of the exact outcome of the war in Iran. youtu.be/Au6Exwc2R6s?si…

@GringoInvesting Way less hedging this time around in the US at least

Kinda weird that I haven't seen a single person asking which oil producers are unhedged (and therefore able to take advantage of the spike). Maybe it's happening and I'm just missing it?

@chigrl Good post

Strait of Hormuz Crisis Oil, Gas, Fertilizer, and the Industrial Chemical Cascade Nobody Is Mapping substack just dropped ...link in bio

@ShaleTier7 @BillRo1000 And that’s a net number…

@KVanthof Not many questions/ comments coming in? 😉

Nothing like West Texas hockey

@DavidRamsdenWoo Appreciate it, look forward to meeting

@KVanthof we haven’t met but got to tell you, that letter was STRONG. I have often said only only Chris Wright was using his platform appropriately - pre Energy Secretary to make the Oil and Gas industry great again. If I missed it. I apologize because I should have included you in that list as well.

The bull case is more appealing

Worth a read

@DemolishVaughn @CityOfMidland @newswest9 @MidlandTXEDC @mayorloriblong @mwtnews @JohnSellers @RockHounds @TxHistComm @FracSlap @JFracson @PLM_Pimp @Tejanobrown @conocophillips @Aubrey___K @wtxoil @PermianLandman Its on our radar

@CityOfMidland @newswest9 @MidlandTXEDC @mayorloriblong @mwtnews @KVanthof @JohnSellers @RockHounds @TxHistComm @FracSlap @JFracson @PLM_Pimp @Tejanobrown @conocophillips @Aubrey___K @wtxoil @PermianLandman

DEFINITIVE thread on what the City of Midland can do to purge the blight of the Vaughn building: Background The Vaughn building has not been occupied legitimately since 1986. As recently as April 2025 – Midland Police were required to remove criminal occupants and (1/n)