Douglas Ferr

@douglasritz @EnronChairman It's a bit more complicated than that....

@EnronChairman I’d like to remind people that the main driver of the intensity of wildfires in North America is the lack of logging.

While you are protesting the oil industry, the lumber industry is quietly cutting down 500 year old trees every day

@EnronChairman CDN oil producers should be buying up tracts of old growth for carbon sequestration. I'd be buyer of such a company...#takemymoney

@garquake Don't often agree with your political positions, but your research efforts are "X" gold. Much appreciated 🙌

I started posting regularly just over 3 yrs ago/as retiree and lifetime in finance was concerned over many in my situation who were receiving less than ideal financial advise from fund portfolios/Basically energy ignorance -will leave it to the graphs/ page down for details

@RazzberryYams @planning416 Fair enough. I just miss their take on Toronto planning and politics. Thanks for the response!

@DouglasFerr2 @planning416 Not sure, I think something related to worrying about doxxing.

@RazzberryYams what ever happened to @planning416 (Planning Nerd from the Six)?

@RazzberryYams Vancouver based Greens will tell you that Hong Kong does not have enough "missing middle". I haven't been to Hong Kong....but I have been to Phoenix... Yikes!!

When asked to choose where Vancouver should not be like, Adriane Carr really said Hong Kong Not Phoenix or some other sprawling car-centric sprawl-y metro area, but Hong Kong, a dense green metropolis. Which is better for the climate?

@RazzberryYams BRT should always be considered temporary. Nobody likes to be in traffic - driving or not!

I kinda get saying this about LRT because they're at least pitched as development generators and appeal to yuppies , but BRT is definitely for poorer commuters. Rich people avoid busses!

@EnergyCredit1 @POTUS Absolutely. Thank you again for your generally non-partisan commentary!

Say what you want about the optics, w/ the benefit of hindsight to now know we basically just pulled fwd mandatory SPR sales legislated by prior admins, using the SPR when we did was masterful Combined with IRA passage, '22 was incredible year in energy policy for any @POTUS

@JorgeLeCabron @Issherai @ericnuttall The problem is that the ICE did not really become more efficient quickly enough for staying power in North America. The masses of 4cyl 4x4 pickups disappeared for the easy marketing of towing capacity & horsepower

@Issherai @ericnuttall Just like ICE through the years became more efficient, thats what govt is focused on with EV.. its a fact through out history, investment = efficiency in technologies a d becomes cheaper

EVs to the rescue? ~125,000kms for an EV to reach emissions neutrality vs. combustion engine. Average Canadian only drives 15,200km/year and owns a car for 13 years. So, a whopping net 1.7 metric ton/y reduction over life of car = 42MM metric tons/y = 7% national drop at 100% EVs

@markknickle83 @TilmannScholz @ericnuttall Lol. We're piecing the puzzle together with (hopefully) all the pieces but no puzzle box. I love a good metaphor. But you're right, it's all we can do and hopefully we get the picture mostly correct

We remain bullish. #Echobox=1671622240" target="_blank" rel="nofollow noopener">financialpost.com/commodities/en…

@RazzberryYams I'll bite.... How so?

One good test is whether people are pro housing is whether they would've called for Vancouver specials to be banned back in the 80s.

@a4_alpha @joemama48072123 ...do we always have to make this partisan or hyperbolic? 🤔

@joemama48072123 Depicted is amongst the worst leaders in human history. Thank you.

TMF, let us discuss which country are you watching the most to gauge #energy demand and why? Thank you.

@EnergyCredit1 Always appreciate your partisan free (or reduced) analysis! I can take some of this to the water cooler...

My non-consensus take on additional SPR drawdown talk from Biden admin Original SPR release was political, but in two ways 1) help reduce fuel costs/inflation burden on Americans 2) not allow Russia to benefit from higher oil prices from conflict it created 1/

@Lars57360069 @garquake Not if oil/gas/coal companies are nationalized or forced to change their business models. This climate thing is a reality, and oil/gas/coal companies cannot operate without taking into account the societal desire to reduce carbon emissions

@DouglasFerr2 @garquake Oil/gas/coal companies won't be out for 100s of years. It comes down to thermodynamics. Kilojoules and kilowatts. Units of work and energy.

Greatest thing to happen to Oil equity investing was when Biden's regime took over - That when I went all in on oil stocks- Seeing so many thinking Republican wins is Extra bullish as well - Why? #com #oott #stocks

@Lars57360069 @garquake Not particularly more "buffoonery" than his predecessor. O&G extraction has high environmental costs and oil products should be priced accordingly. If oil companies make bank on the way out for the next few years.... then so be it. It's circumstances, not planning....

@garquake As energy investors we know there are more things going on than Biden such as shale declines, investors demanding economic choices, no proper investment for a decade, ESG, etc..That said, Biden the buffoon has been the ultimate gift

@SenWhitehouse It always blows my mind whenever I visit Texas as to how much renewable energy the state produces. It's the #energy state....

So much for “affordable” fossil fuel energy — yet another persistent lie out of the polluters. Texas saved billions with renewables. utilitydive.com/news/texas-sol…

@Big_Orrin @mmkschro @ThomasKuipers83 Canadian oil producers need to figure out how to embrace ESG on neutral terms. The #com could consider a paradigm shift. Cdn O&G would be wise to "lease" large tracts (timber licenses) of old growth/primary forest as a goodwill carbon capture. #loftygoals

@Big_Orrin He even built a pipeline "for them"....!

@betajunkie @NatureCanada Uhhhh....sure. I've been to every corner of BC - even was a shareholder of WFP. Lands that have been logged are classified as "industrial". But again, there is no point in this discussion if you don't value wilderness for the sake of wildernesses.

What would you say if you found out that emissions from Canada’s logging industry rival those of the oil sands? Our latest report finds that the country’s net logging emissions were higher than emissions from oil sands production in every year from 2005 to 2018. (a thread)