Enron Summer Intern

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Enron Summer Intern

Enron Summer Intern

@EnronIntern

Looking forward to learning from the pros in Enron Finance this summer. #Ask Why. #growthegame

Riyadh Katılım Haziran 2020
623 Takip Edilen2.6K Takipçiler
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Enron Summer Intern
Enron Summer Intern@EnronIntern·
ESG factoid of the day: Global Carbon Project estimates emissions rose 0.6% in '19 to a total of 36.8 gigatons. Transportation accounted for ~20% of those total emissions, with road transport being ~1/2 of that portion. Emissions from coal use in China alone 7.3 gigatons or 20%.
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Collin McLelland 🏴‍☠️
gonna start a YouTube show where I get five landmen drunk and unleash them on finding fraud
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Matt Toohey
Matt Toohey@Landmannery·
Drink it in, it always goes down smooth
Matt Toohey tweet media
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Matt Toohey
Matt Toohey@Landmannery·
From the cockpit of upstream domestic E&P: - unconventional inventory is toast; 7-10 years left and price of entry is indicative (i.e. $$$$$) - conventional resource replenishment will always lag especially considering the project timelines on offshore field development - unconventional inventory is king so buy minnies, royalties, non op WI, and whatever you can get your hands on (assuming pricing fits your parameters) - the domestic bullish gas thesis is continuing to be bolstered by the entry of Asian companies starving for the molecules at the wellhead PLUS the bitcoin arbitrage opportunities for operated stranded gas PLUS additional international LNG offtake opps (i.e. Trump EU Deal) - Permian is the gift that keeps on giving so while rig count continues to trend down, there are big reserves projects in the queue (i.e. Woodford & Bone Spring) so I am never going to project that volumes ever tail off in the near term because Peak Permian has been a fleeting theory - enhancement of recoveries by way of refracs and re-drills is and will continue to be the next phase of unconventional exploitation efforts to recover such low initial recoveries - service and upstream E&P consolidation will continue across L48 Any additional thoughts here @RobertClarke_WM , @KVanthof , or @Tim_L_Nein ?
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