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@kells940
Dallas sports fan trapped in Houston. Energy Lover
Houston, TX Katılım Şubat 2011
1K Takip Edilen1K Takipçiler

Heads up that I'll be joining @BNNBloomberg to discuss the latest head fakes in oil land in the next ~10 minutes.
GIF
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@OilCoIntern @Rory_Johnston @BNNBloomberg I would like to be considered for Oil Boy Summer even without an asset. Thanks
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Fervo:
After its huge post IPO run is at 11 Billion Market Cap
Binding PPAs — 658 MW total, ~15-year remaining terms, ~$7.2B revenue backlog
So, $11B market cap for a company with $140K of trailing revenue, whose entire value depends on a single project starting on time in October 2026, in a sector with zero commercial-scale precedent, where the most aggressive growth driver (Google framework) is explicitly non-binding.
A lot is riding on this Cape Station Phase I going perfectly.
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I'm going to have to log off of Twitter for the week
Jason Gallagher@jga41agher
Future generations are going to think this is AI because surely no organization would be dumb enough to screw this up…
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Last #rollcall away from home before baby #2 arrives. Cheers everyone!!
(I'm not mad @RealPETE2020 hasn't posted a roll call video, just disappointed)

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@ARH0930 @jrs_mesh @GfedGoCrazy Waffle Champ + catching a nice match on a Saturday morning was greatness
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@hawtdeals1 32 wells per section gets you to their ~400 2-mi location count and $6.5mm per stick. I have no idea what benches people are drilling out there (Not a Permian guy), so I don't know if that is reasonable or not.
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$DVN trying to gaslight with their press release… the only thing accurate is that this is “consistent with what they’ve been doing”.
Their “ground game” is paying $285k/acre right here while beating the likes of $XOM, $COP, $OXY, $EOG and $PR and Mewbourne (who all had surrounding positions) on every tract except where $MTDR was just as dumb. There is nothing proprietary or skilled about that:
devonenergy.com/news/2026/Devo…
Map: Blue is Matador, Orange is Devon

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