Mark

@jeremie0117 Backwardation is more of an incentive to take supply to market from storage. Meaning we are under supplied now. 12 months out the price in a futures curve means very little

@ShaleTier7 Who’s wells are drilled in the correct direction? The pads highlighted or the others?

If I've said it once I've said it a million times -- Whitecap is an absolute masterclass Montney operator. Take a look at how these two Montney pads have evolved over the past year. The west pad is Whitecap and the east is ARC (soon to be Shell). When you open the choke of a well, you lower the flowing pressure, and create more drawdown. The bigger the differential between the harder the reservoir pushes molecules into your wellbore -- i.e. HUGE initial rates. But here in the Montney, this IP-maxxing can drop the condensate out of the stream, and impair the reservoir near the wellborn (banks, fines/sand, whatever). Effectively you trade a few more barrels today, for a lot of barrels in the future. Whitecap is HEAVY on the choke in early time production to manage drawdown, while ARC was loose. Because these wells are so productive, the difference in payout is minimal. What the charts show below are (1) gas/oil production -- note how ARC initial rates are massive, and Whitecap's are shallower, BUT THEN (2) even though Whitecap's wells are less productive initially, they recover a ton more oil/condensate, almost ~200,000 Bbls more. That's what the second set of charts shows; and those few more months where condensate is in the stream matters a lot! The third chart/diagram shows cumulative sales, where Whitecap's wells on the same plane are producing in-line with ARC's, but Whitecap is stimulating more of the vertical section. In terms of condensate, ARC is getting ~710MBbls * 9 WPS so 6.4 MMBbls from 2 sections, and Whitecap is getting 875MBbls * 8 WPS so ~7 MMBbls from 2 sections. There's room for Whitecap to go a bit tighter, but it's ~10% higher EUR at current configuration... and if I were a betting man, I'd say that Whitecap downspacing on their new pad to the west will probably be a defensible move. I like the Whitecap wine-rack to maximize stimulated reservoir volume. The worst Whitecap wells have ~the same CTD sales production as the ARX wells... which tells you something about what Whitecap's ultimate recovery factor will be here. Cannot say that Whitecap has been anything but an absolute GOATed unconventional operator despite only having a few years under their belt corporately.

@LouisWordGenius @CSandbatch A&M commissions a lot and don’t speak on the south when you’re obviously not from here

@CSandbatch People also forget that being in the military is actually low status in the south. They don’t actually respect the troops. There’s a reason that all those Texas A&M guys don’t actually commission

And bomb children for the Israeli Empire? My brother did, no thanks.

@WallyCummins Ain’t nothin better than dales

Went back old school.. a cheap ribeye marinated in only Dales cooked over charcoal. The way it was done when I was growing up.

@hanz333_ What about rice? Is that not sprayed with glyphosate? That’s digested much better than bread for most.

Glyphosate is a chemical that inhibits the shikimic pathway in bacteria, which produces the aromatic amino acids phenylalanine, tyrosine, and tryptophan. Glyphosate is sprayed on basically every grain in the US, and grains are used to make bread. Glyphosate should not directly affect human cells since we lack the enzymes for the shikimic pathway, but our gut harbors bacteria that require it to produce aromatic amino acids. Different bacteria vary in susceptibility to glyphosate. Generally, beneficial bacteria are wrecked while harmful ones are not. The degree to which glyphosate affects gut bacteria is disputed, but the mechanism exists and can lead to dysbiosis. Glyphosate is likely a major reason why guts in the US are trashed, with bacterial endotoxins weakening intestinal tight junctions. This allows undigested food particles into the bloodstream, triggering immune reactions to normal foods. Pathogenic serotonin and histamine loads from the dysbiosis then wreck mental health: depression/anhedonia, anxiety, ADHD, and OCD are all consequences of dysfunctional serotonin and histamine signaling.

@rand_longevity Blood pressure

numbers that actually matter for longevity ApoB resting heart rate VO2 max grip strength HRV trend

@GulfDemocrat Can you confirm he’s mafia?

@AggiesRecruitEx No, we need to fix this

Pepsi clears, we all know this

Just say oilman, it’s cleaner

@RealPETE2020 @FortWorthISD Run for school board, let’s take back local elections

Almost every teacher in my life growing up in @FortWorthISD was similar archetype of personality and focus on indoctrination.

“We have a place for you in our campaign”

@CRELeasingLawTX Texan here, what areas would you recommend?

Fourth generation Alabamian (turned Texas transplant) here - Alabama is incredibly underrated. I went to an excellent high school with an IB program & more AP classes than one person could take. Beaches, mountains, lakes, a top 50 public university (Auburn - my alma mater. War Eagle! 🦅 🐅), top 100 public university (Alabama), a top 35 med school (UAB), a top 50 law school (Alabama), Huntsville has Boeing, NASA (including Space Camp), the Redstone Federal Arsenal, and the highest PhDs per capita in the nation. Budding food scene. College football is life! People are friendly. You can buy a house for not a ton of money. I could go on!

@RiverOaksPrblms Probably a deviated septum with Mike kaplin right?

I’m not saying he might be invading Cuba to avoid his son’s wedding, but I did schedule an elective surgery once to skip an annoying cousin’s wedding.

@impetro9 @Hotdogremix 87.5 nri right? Thought blm took 12.5% minerals?

@LandmanLando @Pref_Right The ENV normalizing defeats EOG

@Pref_Right Enverus showed it as EOG. Didn’t dig in yet.

$EOG NOW CHASING CHANNEL SANDS IN EASTERN IRION COUNTY. Make sure you lease east of their position.

@Morty_70 Tnav

I have an idea, let’s combine Petra, Kingdom, Petrel, PetroMod, and Techlog. Make it $1 mil per year per user. We will find so much oil 😤

@oilmutt Looking good, What are you using for the gui? Python library ?

A side project of mapping faults with earthquake data has been fun. Tons more to do but it is really fun to see that data come together to mark out the faults, their movement, and can't wait until I can plug in additional data including wells.

@the_P_God Lol, lmao even

The fun part about visiting Texas is there’s a very high chance you get stuck there for longer than anticipated. A strong breeze knocks out the power grid. Most embarrassing and poorly managed infrastructure in the country.

@WAR527 Marketing department playing hide and seek rn

Continental Resources 1Q26 10-Q sec.gov/ix?doc=/Archiv… B/S, I/S and SCF