Henry Jr.

Bridging the gap without slowing growth. 🔑#Marcellus #Utica #NaturalGas twitter.com/EIAgov/status/…

@Bryan_Barton @tbpn @mcuban You can, it’s called door dash. Why do you still have a kitchen?

@FroatsHenry @tbpn @mcuban Well don't the ultra wealthy just have a kitchen for their cooks? If I could get a full meal delivered to me at the press of a button... I wouldn't want to have a kitchen.

.@mcuban says humanoid robots won't last more than 5-10 years. Instead, we'll "design the house to fit the robot, and design the robot to fit the house." "You could create a house where the pantry, the refrigerator, and the washing machines were hidden behind the garage, if you even have a garage. That way you could redesign the house so that all the living space was for people."

You are here on the timeline

@NVIDIAGTC So much to learn.

The US is capable of clever solutions. Our superpower has been innovation, we must continue to lead or risk falling further behind. oilprice.com/Alternative-En…

@elonmusk I find it extremely hard to believe that NG fired energy production in the US is down

And it’s accelerating rapidly

Heading to take a piss at 3am after opening X

What a time to be alive

@FirstSquawk @GlobalLNGnews It’s a necessary bridge fuel, no way around it.

THE TRUMP ADMINISTRATION WANTS GAS TO POWER THE AI BOOM INSTEAD OF RENEWABLE ENERGY

@pickeringenergy He did not say he would stop completions. Big difference.

Bloomberg interview with Harold Hamm: “This will be the first time in over 30 years that Harold Hamm has not had an operation with drilling rigs in North Dakota,” “That tells you a whole lot right there: There’s no need to drill it when margins are basically gone.”#EFT #OOTT

@compliantvc Same groups who spent hundreds of Billions on renewables? I’ll stick with American VC.

Just had tea with a group of European VCs They all agreed: AI is dead. The "technology" isn't transformative and no AI companies have invented anything unique or interesting All the investors I met with are done with AI and ready to move on to the next thing I asked what the emerging trend is They all answered in perfect unison: Compliance. That's right. GDPR, SOC 2, and ISO 27001 Compliance are growing faster than any other portion of the economy Compliance is the new AI.

Heavy hand for Heavy Crude

@cb_doge *500M years

ELON MUSK: "Earth only has about 10% more life in it before it gets so hot that life is impossible. So eventually all life on earth will be destroyed by the sun, so we do at some point need to be a multi planet civilization."

@PeterZeihan @MakingSenseHQ Bollox. We are seeing everyone and the lions share of capex point in the direction of Midstream Transportation projects with a spirit of get it done while Trump is still in office. THAT will have deep positive implications on US energy markets for 100 years after this term.

Here's why U.S. energy companies are pulling back on their investments and R&D... Watch the full preview of my interview with @MakingSenseHQ ➡️ bit.ly/4oJiZxe #energy #energysector #investment

@chigrl Worlds apart in efficiency, we used to complete 30 stages in the time it takes us to complete 100+ today. Zipper fracks are just the norm now where it was innovative back then.

If you take 2020 out of the equation (for obvious reasons), US Frac Spread count at 160 sits just above the 2015-2016 crash low at 145

Bang bang🇺🇸🇲🇽

@MarioNawfal We can’t in one breath say Germany’s broader industrial base is collapsing and then in the other say that any of the numbers coming out of Germany are indicators of anything globally. Regionally perhaps.

🇩🇪 GERMANY'S CHEMICAL SECTOR IS THE CANARY - IT JUST STOPPED SINGING Chemical industry called the 2001 dot-com crash six months early. Called the 1992 recession the same way. Output drops, then the broader economy follows. It's Germany's economic crystal ball. Right now it's screaming. Chemical production down since 2018. Overall industrial output 20% below 2018 levels across all sectors. Germany lost €64.5 billion in direct investment last year - this year tracking over €100 billion in capital flight. That's basically structural collapse. Energy costs from centrally-planned green policies made German industrial production non-viable. Companies aren't waiting for subsidies or fiscal stimulus - they're leaving. BASF won't say it because they need government money, but the numbers don't lie. Merz is floating EV subsidies and "eco-investment" electricity pricing like bandaids on a compound fracture. Same green central planning that created the problem, with slightly different marketing... And here's the prediction: Germany's headed for a debt explosion as Berlin tries to stimulus its way out of deindustrialization. It won't work. You can't subsidize your way back to competitiveness when your input costs are politically mandated to be uncompetitive. The chemical sector already told you what's next. Markets just aren't listening yet. Source: ZeroHedge

@chigrl But they were invited to the Biden Whitehouse as the darling of the industry! (And Tesla wasn’t)

here is my shocked face>> Ford killing F-150 EV pickup, warns of whopping $19.5B writedown in dramatic electric shift Ford Motor said Monday it will take a $19.5 billion writedown and is killing several electric-vehicle models, in the most dramatic example yet of the auto industry’s retreat from battery-powered models in response to the Trump administration’s policies and weakening EV demand. The Dearborn, Mich.-based company said it will stop making the F-150 Lightning in its electric vehicle form, but will pivot to producing an extended-range electric model, a version of a hybrid vehicle called an EREV, which uses a gas-powered generator to recharge the battery. The company is also scrapping a next-generation electric truck, codenamed the T3, as well as planned electric commercial vans. Instead, Ford said it will pivot hard into gas and hybrid models, and eventually hire thousands of workers, even though there will be some layoffs at a jointly owned Tennessee battery plant in the near term. The company expects its global mix of hybrids, extended-range EVs and pure EVs to reach 50% by 2030, from 17% today. (NY Post)

@operationdanish Plenty of them. Rookie comment.

Someone should start a protein shake business where the shake isn’t awful. They’d make a lot of money.

@elonmusk New construction used to be counted as GNP (iykyk) in China. Not sure if it is any longer, but imagine if it is and what that house of cards would look like behind the curtain.

Yup