Aaron Chow (Elephant Analytics) (@aaronmchow) 's Twitter Profile
Aaron Chow (Elephant Analytics)

@aaronmchow

Dad. Husband. Financial Analyst (primarily energy focused). Traveler. Founder of Distressed Value Investing. Co-founded Absolute Games (PENN). FbFund alumni.

ID: 1517664110036480000

linkhttps://seekingalpha.com/author/elephant-analytics calendar_today23-04-2022 00:38:20

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John Burn-Murdoch (@jburnmurdoch) 's Twitter Profile Photo

Interesting: Shell won its court case against the imposition of an order to reduce its emissions by 45% in part because: The court agreed that if western firms pivot away from gas too quickly, net impact would be *bad* for the planet if their customers fill that gap with coal.

Interesting: Shell won its court case against the imposition of an order to reduce its emissions by 45% in part because:

The court agreed that if western firms pivot away from gas too quickly, net impact would be *bad* for the planet if their customers fill that gap with coal.
Dan Pickering (@pickeringenergy) 's Twitter Profile Photo

The Energy Secretary nod goes to Chris Wright Chris Wright He knows the energy industry, knows what is sensible and what is impractical. Doubt he will get Drill Baby Drill from the E&P industry, but we can count on him advocating for practical policy. #EFT #OOTT

Ted Cross (@tedcross) 's Twitter Profile Photo

Long laterals are more important than ever in the Permian Basin, with 25% of Midland Basin wells and 8% of Delaware Basin wells reaching three miles (or longer). How are these long wells producing compared to shorter laterals? My top plot shows the average normalized production

Long laterals are more important than ever in the Permian Basin, with 25% of Midland Basin wells and 8% of Delaware Basin wells reaching three miles (or longer). How are these long wells producing compared to shorter laterals?

My top plot shows the average normalized production
Brandon Myers (@brandonmyers10) 's Twitter Profile Photo

For anyone wondering what this looks like from 30,000 ft view. In tier-2 through 4 rock we see anywhere from a ~15% to 40%+ decline in capital efficiency and per foot productivity. Unless rig+frac count go up 15% to 40% production will decline into the end of the decade.

For anyone wondering what this looks like from 30,000 ft view. In tier-2 through 4 rock we see anywhere from a ~15% to 40%+ decline in capital efficiency and per foot productivity. Unless rig+frac count go up 15% to 40% production will decline into the end of the decade.
Rory Johnston (@rory_johnston) 's Twitter Profile Photo

Trump wants to make US refinery feedstock—and US consumer pump prices—more expensive via tariffs on Canadian crude. While at the same time reducing the value of US oil production by urging that OPEC+ produce more. It's... a choice.

Matt Leitch (@mrstand_fast) 's Twitter Profile Photo

Bill Ackman Former Blackhawk pilot here. I’ll try to describe it for you. Imagine you are looking at the world through toilet paper tubes, and everything is just different shades of green and black, with stars and ground lights hard to differentiate and aircraft lights that look the same

RAWenergy (@war527) 's Twitter Profile Photo

$FANG and Double Eagle IV confirm plans to merge. $3 B in cash and 6.9 mm shares; $4.1 B EV. April 1 close. New development JV with DE to accelerate "lower quality acreage" with no capex to $FANG ("carry" by DE value TBD?) PR: diamondbackenergy.com/node/16671/pdf Presentation:

$FANG and Double Eagle IV confirm plans to merge. $3 B in cash and 6.9 mm shares; $4.1 B EV. April 1 close. New development JV  with DE  to accelerate "lower quality acreage" with no capex to $FANG ("carry" by DE value TBD?)

PR: diamondbackenergy.com/node/16671/pdf

Presentation:
Robert Clarke (@robertclarke_wm) 's Twitter Profile Photo

Love a good punchy line. 👊 From WM's note summarizing the bulk of reporting season. Lots in here on LNG, budgets, aggregate production changes, M&A mentality, changes in gearing, etc. in case clients might not have seen it yet. my.woodmac.com/document/15035…

Love a good punchy line. 👊 From WM's note summarizing the bulk of reporting season. Lots in here on LNG, budgets, aggregate production changes, M&A mentality, changes in gearing, etc. in case clients might not have seen it yet. my.woodmac.com/document/15035…
Kevin A. Bryan (@afinetheorem) 's Twitter Profile Photo

I can't think of *any* theory of the economy where you would tax imports of goods your country can't make, which are inputs to things you can make (resources and ag, most obviously).

John Burn-Murdoch (@jburnmurdoch) 's Twitter Profile Photo

NEW 🧵 A quick thread of charts showing how Trump’s economic agenda is going so far: 1) Trump has had the same impact on economic uncertainty as a global pandemic.

NEW 🧵

A quick thread of charts showing how Trump’s economic agenda is going so far:

1) Trump has had the same impact on economic uncertainty as a global pandemic.
Guy Benson (@guypbenson) 's Twitter Profile Photo

The blue line is where Pierre Poilievre’s Conservatives were in the 🇨🇦 polls for the last 16 months. Dominant. O Say Can You See the moment when Trump started talking about annexing Canada & punitive tariffs, which the failing Liberals (red line) made central to their campaign?

The blue line is where <a href="/PierrePoilievre/">Pierre Poilievre</a>’s Conservatives were in the 🇨🇦 polls for the last 16 months. Dominant. 

O Say Can You See the moment when Trump started talking about annexing Canada &amp; punitive tariffs, which the failing Liberals (red line) made central to their campaign?
Jason Brough 🙁 (@sadclubcommish) 's Twitter Profile Photo

Well, the coach just quit and the captain won't return the president's calls and there was that big rift between the top two centres, forcing a trade and leaving the one who's completely lost his game, but other than that....oh wait, Demko's injury...but other than that!

Vancouver Canucks (@canucks) 's Twitter Profile Photo

Vancouver Canucks General Manager Patrik Allvin announced today that the club has agreed to terms with defenceman Tom Willander on a three-year, entry-level contract starting in 2025.26.

Vancouver Canucks General Manager Patrik Allvin announced today that the club has agreed to terms with defenceman Tom Willander on a three-year, entry-level contract starting in 2025.26.
Javier Blas (@javierblas) 's Twitter Profile Photo

🍨🍦 ICE CREAM INFLATION 💸📈 Oil, copper, gas, corn and many others have occupied plenty of time during my career covering natural resources. But today I’m talking about another commodity rarely discussed: coconuts. And why they mean more expensive ice creams. @Opinion🧵1/15

🍨🍦 ICE CREAM INFLATION 💸📈

Oil, copper, gas, corn and many others have occupied plenty of time during my career covering natural resources.

But today I’m talking about another commodity rarely discussed: coconuts. And why they mean more expensive ice creams.

@Opinion🧵1/15