Thomas Prehn

@Jack_McClendon You know exactly why, with this admin.

Why we didnt ask for their help in Iran is beyond me

@PLM_Pimp Wife and I are interested also. A bunch of friends there and they love it

So what's the deal with La Estancia in Odessa? This place is dope.

Tall (Boy) City

@heik_energy @nimblephatty Ted Williams: “you only get one good pitch”

@nimblephatty Jim Collins has a metaphor for opportunity as you have a pile of gunpowder. You gotta take your shot. Calibrate by firing bullets and then fire the cannonball. Cover and Move — Jocko Sit still and die Move all at once and die Cover and move with the right decisions and team

LATEST OLD MAN COFFEE BLOG Out Over Your Skis In my 32 years in this business, if there’s one thing I’ve learned, it’s this: you don’t make real money playing in the middle of the bell curve. You make it way out on the tail. When you buy an asset, you’ve paid more than anybody else thought it was worth. When you drill a well, you’re punching a hole where nobody’s ever punched one before. You’ve gotta be out over your skis. Most people hear that phrase and think “reckless.” I think “necessary.” Play it safe and you’ll either do nothing or make mediocre returns. Neither one pays for the lake house. History’s full of guys who got it. Aubrey McClendon bet the farm on shale when everyone else called it science fiction. Tom “Dry Hole” Slick drilled so many duds they nicknamed him after his failures — until he discovered the Cushing field and became the King of the Wildcatters. These boys weren’t careful. They were committed. And here’s the part that might sting a little: the same damn rule applies to AI right now. You gotta be uncomfortable. Sure, AI will let us automate a bunch of G&A and double the size of our assets without adding headcount. Some companies will save 25% on overhead and throw themselves a nice party. That’s nice. That’s table stakes. The real prize? We’re only getting five to ten percent of the oil in place out of the ground right now. If AI can help us push that to fifteen or twenty percent, that’s not incremental — that’s generational wealth. That’s the difference between being another oil company and being the one that actually changed the game. So what does “out over your skis” actually look like for an oil and gas CEO in 2026? Here are three things that sound borderline insane but are actually grounded: • Give every employee a personal AI budget and a mandate to automate at least one of their own tasks every quarter. No approvals. Some of it’ll be dumber than a bag of hair. Some of it’ll be pure gold. • Require every VP to spend one full day a month with no meetings — just playing with AI tools. Call it “Ski Day.” If your head of drilling isn’t using AI agents, you’re already behind. And yes, I will be laughing at you. • Treat your company’s internal data like the most valuable leasehold you’ve ever acquired. Hire a small team of absolute weirdos, turn them loose, and let them go feral on it. The winners won’t be the ones with the perfect five-year AI strategy. They’ll be the ones already elbows-deep in it, breaking shit and learning what this stuff can actually do. Time to get out over your skis. The snow’s not gonna wait for you. Sip slow, my friends.

@ShaleTier7 @JFracson @jrs_mesh @tier4eftmembear @FracSlap @KVanthof Man I would love nothing more than this right now, but I made a severe tactical error responding at 10:00p instead of 7:00a

This is what the people want. Does anyone know someone that can get him In touch with Joe?

“Tell him to enter the password he knows is correct. Inform him it is incorrect. Invite him to reset it. Watch as he enters the password he believed it to be all along. Then tell him he cannot use it… because it is his current password.”

@parkertankus Man

he’s almost done with a pretty clean section of HBP leasehold. start introducing assignments referencing unrecorded farmout agreements.

There is no situation where the United States wants, or should allow, China to be a peer superpower. nytimes.com/2026/05/14/wor…

Man… weird day for Bretton Woods system.

@BetMGM Tim Duncan has more playoff wins than the Mavericks.

NBA stat that doesn't feel right Playoff games before the age of 25 Tony Parker: 100 Luka Doncic: 50

the rudy gobert part 😂😂😂😂😂😂

Marc Chagall, La Tour Eiffel

@dylangonzalez21 The answer is always Fabricio.

if the spurs make it to the finals im bringing a mic and asking people at the game who their 27th favorite spur of all-time is

Wranglers used to be $27.99 and they fit me perfect after the second wash and I’d wear them for three or four years without any issue. Now they’re 60 bucks, don’t fit well in any configuration and don’t last longer.

@stephenperkins Correct!

We need American companies building desalination plants in Texas

@Jack_McClendon @okie_jayhawk $VNOM $FANG

@okie_jayhawk $USO isnt a great product because youre at risk of losing $$ when the contracts roll over if the marker is in Contango. $FANG/$XOM/$CVX are the best way to play oil beta. You could also just buy Google and thats probably a better bet

Say I had $500, would getting in to an ETF like $USO be something decent enough to catch the inevitable upswing on these oil prices? Would I be better to wait for oil to inevitably hit $85 on a fake peace deal again? I’ve ever got into shit like this in my life, just spit balling

Interesting, if validated, discovery in a largely non-productive region of Iraq geoexpro.com/the-frontier-w…

@rickjeff78 7% or 70%?

We are driving head first into the worst energy crisis the world has ever seen and about 7% of Americans are aware it's happening.

Can’t wait to see what the Jackals come up with for Reid