Whetty Ford

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Whetty Ford

Whetty Ford

@WhettyFord

Drilling and shilling since 1979

Texas Katılım Ocak 2020
1.1K Takip Edilen776 Takipçiler
Whetty Ford
Whetty Ford@WhettyFord·
@hausfath How long do we need to subsidize wind and solar given that they are already the cheapest forms of energy available?
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Zeke Hausfather
Zeke Hausfather@hausfath·
The latest version of the Senate's BBB is a death sentence for US energy leadership and a giant gift to China. It eliminates tax cuts for solar that have been around since 2005, adds a new tax on solar after 2027, and creates a new direct subsidy for coal.
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Whetty Ford
Whetty Ford@WhettyFord·
@johnarnold @douglewinenergy Pro growth regulatory environment in Texas makes it uniquely susceptible to the externality created by massive federal subsidy. Massive intermittency imposed on the people of Texas by the feds.
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John Arnold
John Arnold@johnarnold·
ERCOT added 9 GW of peak renewables output in the past year. Just stunning numbers. h/t @douglewinenergy
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Chris Murphy 🟧
Chris Murphy 🟧@ChrisMurphyCT·
Hey. Good morning. As you’re watching coverage from California today, please remember that if the Republican budget bill passes, 40% of the country becomes poorer in order to pay for a $270,000 tax cut for the super wealthy.
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Whetty Ford
Whetty Ford@WhettyFord·
@JigarShahDC That link provided exactly zero details on LPO recovery from Ivanpah. Can you enlighten us?
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Whetty Ford
Whetty Ford@WhettyFord·
@fortworthchris Ken is great, but I don’t believe those returns at all given what I know of recent vintage NGP funds which are much larger than those early funds. Let’s see the backup!
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Chris Powers
Chris Powers@fortworthchris·
Tomorrow’s guest is Ken Hersh - Co-Founder of NGP Energy Capital Management. In this clip, we discuss his original investment thesis for NGP (that he came up with as a 25 y/o in the late 1980’s). NGP’s track record over 27 years is a 30% annualized rate of return, making it one of the nation’s leading private investors.
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Whetty Ford
Whetty Ford@WhettyFord·
@jrockstrom Retard paper doesn’t allow for dynamism in trade linkages and way overstates “extreme” weather bullshit. Not based in the science at all.
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Johan Rockström
Johan Rockström@jrockstrom·
Another nail in the Nordhaus DICE coffin that for decades has erroneously downplayed economic impacts of global warming - New study shows average person will be 40% poorer if world warms by 4C, in line with recent Kotz et al paper (19% income loss 2050) theguardian.com/environment/20…
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squawksquare
squawksquare@squawksquare·
The delivery numbers today proved that Elon's meddling in politics is starting to destroy $TSLA and the brand. I've been saying it for almost 2 years but we're now seeing it.
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Dan Ives
Dan Ives@DivesTech·
“We remain firmly bullish on the long-term Tesla story but Musk needs to get his act together or else unfortunately darker times are ahead for Tesla,” Dan Ives added. nypost.com/2025/04/02/bus… @nypost
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Eric Nuttall
Eric Nuttall@ericnuttall·
This is not what an oil bear market looks like.
Eric Nuttall tweet media
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Zeke Hausfather
Zeke Hausfather@hausfath·
Winters have been warming rapidly in the contiguous US over the past 50 years. There are now on average 13 fewer days where temperatures get below freezing (0C, 32F), with some places seeing nearly full month that no longer gets below freezing:
Zeke Hausfather tweet media
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Whetty Ford
Whetty Ford@WhettyFord·
@EnergyCynic Very tough to push service costs even lower when a lot of those guys are already bleeding out. You can save your locations for a better day though.
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EnergyCynic
EnergyCynic@EnergyCynic·
2025 cost structure + 2005 oil price = ☠️ First public E&P to cut capital and let production decline 5% wins ✅ Increase near term FCF ✅ Extend inventory duration (be honest, you have less than you say) ✅ Lower reinvestment rate longer term ✅ Push services prices down
GIF
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Jeff Berardelli
Jeff Berardelli@WeatherProf·
It's hard to believe that humanity is at a place where a headline like this, to our peril, is merely met with a yawn... "Earth is now retaining profuse excess heat - the equiavlent of a million nuclear bombs per day - in our climate system. H/T to @LeonSimons8 Linear trend
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Ross Gerber
Ross Gerber@GerberKawasaki·
Im still dealing with shock and trauma from Wednesday fighting the fire and seeing so much loss. It seems my battle to keep the fire from jumping sunset saved our neighborhood. Thank god for kern county firefighters showed when we got very desperate.
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Zeke Hausfather
Zeke Hausfather@hausfath·
Great (and scary) visualization of 2024 daily temperatures compared to prior years by the BBC today. Evocative of the iconic Joy Division album cover from 1979: bbc.com/news/articles/…
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Eric Nuttall
Eric Nuttall@ericnuttall·
Where's the glut???
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Balls McGee
Balls McGee@balls95652097·
The undergrad student @ChrisMartzWX regularly says this - one of his rotating silly arguments. He still does not understand the statistical concept of stationarity. @millersvilleu @ametsoc
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Philip Pilkington
Philip Pilkington@philippilk·
1/ What is actually happening in Argentina? Has Milei fixed the country? Or do the deep structural problems remain - and are they getting worse? 🇦🇷🧵
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Gary Black
Gary Black@garyblack00·
$TSLAQ shorts have no idea what I’m talking about when I say the $TSLA Model Q hatchback will result in significant TAM expansion. Then again, they never got what I meant in 2020 when I said Model Y would result in significant TAM expansion since it allowed TSLA to enter the huge and growing CUV category.
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