Jim Edsel

From the disaster at Desert One where eight brave Americans paid the ultimate price, rose a hardened, unified force like nothing the world has ever seen. The lessons of that painful failure forged USSOCOM, JSOC, the Night Stalkers, and the most elite, interoperable warriors on the planet. The tip of the spear is sharper than ever. 🇺🇸💪

Good Friday reminds us of Jesus Christ’s sacrifice. May this day further deepen the values of harmony, compassion and forgiveness. May brotherhood and hope guide us all.

I think way too many ppl are delusional about this idea of letting Iran control the SoH, having the US pull out, and just letting Iran set up a toll booth. Where does Saudi’s power actually come from? It’s not just because they’re rich. Their entire influence comes from being the world’s only swing Producer. We need oil, and Saudi controls that market. If Iran takes over the SoH, they become the most powerful, one of a kind Global Swing Producer in history. If they don’t like the oil price? They can just "adjust" the traffic in a strait that handles ~20mb/d to swing prices however they want. If the UAE gets on Iran’s bad side? "No passage for UAE tankers." If Kuwait tries to build a bypass? "Fine, the SoH is closed starting today. Let’s see if you can finish that bypass—which takes years—without making a single dime." By letting Iran control that flow, the US is effectively making Iran the ultimate energy gatekeeper. The entire regional hegemony shifts to Iran. Saudi and the UAE lose everything. Think about it—if you were MBS, would you let this happen? Let’s say the US pulls out this week. The US started this mess, and now the GCC has to just sit there and watch their power handed over to Iran? Let me give you a reality check for Americans: Imagine Mexico now controls the North American continent. "Want to fly to the UK? Get Mexico’s permission. Want to import jet fuel from Asia? Pay Mexico a toll and take the route they tell you to. Did you dare to criticize Mexico? Now, no container ships can enter your waters. You can’t say a word against the great President of Mexico." It sounds like a fantasy, but that’s the reality for the GCC. If the US tries to run away? If I were the GCC, I wouldn’t let them leave. I’d grab them by the hair and drag them back to clean up the mess they made. I’ve said before that this is an existential issue for Iran and Israel. Well, Iranian control of the SoH is an existential issue for every other GCC nation. And the GCC has leverage. They have massive wealth invested in the West, huge U.S. asset holdings, decades of lobbying networks, and they are the biggest donors for Trump’s terms. And of course they have oil. Do you really think Brent would stay below $100/bbl if the GCC teamed up and cut just 3mb/d for six months? Even the most optimistic guy knows the answer is zero chance. They don't even need a fancy excuse: "Oh, since the US gave up on us and Iran owns the SoH, it's not safe. We have to cut production. Sorry!" Within months, the US would be begging to come back. It’s just pushing the Middle East into an even bigger pit of fire. Thanks for listening to my TED Talk :) #oott #iran

Incredible night celebrating the career and 40th Birthday of @ColtMcCoy. Such a joy seeing so many great friends and teammates. An extra special treat seeing Jordan Shipley happy and healthy. What a blessing 🙏

Dick Winters and Lewis Nixon Easy Company 101st Airborne WWII

Congress is an objective failure of an institution. Every single Member should be absolutely ashamed at this bullshit. Infuriating.

A voting system that doesn't authenticate voters with an ID has no integrity

Very good analysis.

Incredible news: Polish scientists find a way to "unplug" cancer’s immortality. Wonderful news! A team of researchers from the Jagiellonian University has discovered a molecule that effectively disrupts DNA replication and repair processes by blocking the function of PCNA—a protein that plays a critical role in these mechanisms. This fundamental discovery paves the way for innovative cancer therapies. Following the necessary clinical trials, this molecule (or its derivatives) could be delivered as a drug using nanoparticle carriers directly to cancer cells, effectively halting their division. At the heart of every cancer cell lies the PCNA protein. Think of it as a "construction manager" that ensures the cancer’s DNA is copied without errors and repairs any damage. This protein is what makes cancer feel nearly indestructible. The team led by Dr. hab. Wojciech Strzałka has discovered a molecule that acts as a precision brake, stripping the cancer of its ability to survive and multiply. The Team Behind the Breakthrough Pictured are the innovators from the JU Faculty of Biochemistry, Biophysics, and Biotechnology (from left): Dr. Arkadiusz Borek, Dr. Ewa Kowalska, Dr. hab. Wojciech Strzałka, and Dr. hab. Monika Bzowska. This is a massive achievement! Congratulations to the entire team!

One thought is oil is more regional, so Murban crude and Brent are much higher than WTI which hasn’t seen a direct disruption. But, also, perhaps there is an element of hopium that the SOH will be opened and everything will work out and the oil market normalize. And, that it will normalize back to where the oil market was. I doubt that is the case, at least for the next year.

Words. We’ve been here before.

How about them Longhorns! A United Texas is a reckoning 🤘🏽

Efficient, unstoppable power engineered to keep wellsites charging forward. From commissioning new wells to optimizing midstream operations, we deliver end to end power solutions for the field, combining engineering, construction, and visibility to keep performance on track.

It would also put a bullet in the head of “drill baby drill”. If we had built a refinery to handle shale oil and replaced domestic crude with foreign imports, then great. We could then truthfully say US is energy independent. But that’s not the reality today and the world relies on US exports just as we rely on heavy imports. Curbing US exports would be a terrible course of action for our allies, our country, the domestic oil industry and for our messaging of reshoring manufacturing. @SecScottBessent @SecretaryWright

It’s one of the most talked-about questions in the field! Can you guess what that is? William Warner, VP of Operations, kicks off our Myth Buster series! #MoreThanASandPlant #OneStopShop #PositiveDisruption

With Cesar Chavez falling out of favor, my modest proposal is to rename Austin’s former 1st Street after local restaurant legend, Matt Martinez, whose first business was on the street in question. @KirkPWatson

Efficiency isn't a single step; it's built into every step. With Atlas' pile systems, our end-to-end solutions extend straight to the wellsite, enabling operations to keep pumps running, minimize downtime, and gain real-time visibility across operations. #OneStopShop

Trump will wind down the war in next 10 days. Oil & energy equities will flush on the announcement. After the shake-out, with crude re-anchored in the low 80s, energy equities will finally get a re-rate & a material bid. No institutional $ before then. Big opportunity set on tap.

Band Of Brothers (2001) es una de las mejores miniseries de la historia. Un realismo único, una dirección y producción excepcionales, personajes profundos y memorables, y un mensaje sobre la hermandad realmente potente. Los testimonios reales son brutales...

His bless you. The very best of the USA.