Andrew Logan

[Andrew Logan @ALoganCeres]

@dino_grandoni ugh, so sorry to hear it.

[Andrew Logan @ALoganCeres]

@JasonBordoff @ErnestMoniz that hair plus that helmet is 🤌

[Andrew Logan @ALoganCeres]

@rbl1973 $BRY has been shopping itself off and on for like 3 years now, though really $CRC was the only natural acquirer. Timing, right after CA leg passed a bill streamlining permitting in Kern, surely not a coincidence

[Andrew Logan @ALoganCeres]

@Oilfield_Rando p.s. love your possums

[Andrew Logan @ALoganCeres]

@Oilfield_Rando I mean, does the NYT count?
https://t.co/xnaisJKQge

[Andrew Logan @ALoganCeres]

@OnlyInAmherst That's a shame. Hopefully Tim the macaw finds a good home.

[Andrew Logan @ALoganCeres]

@OilStockTrader $nehc ?

[Andrew Logan @ALoganCeres]

@WAR527 well of course- banks only care about banks. It's just a rare silver lining for SH in the current environment.

[Andrew Logan @ALoganCeres]

ExxonMobil, which historically has led the S&P500 in number of shareholder proposals, this year has precisely zero on the ballot- https://t.co/aQxh7viZwk
The benefit of threatening your shareholders with lawsuits if they file, I guess?

[Andrew Logan @ALoganCeres]

@friedoystercult then how do they pay for the https://t.co/t8g8ykaXmw ?

[Andrew Logan @ALoganCeres]

@kenwday Don't forget the late, unlamented Sanchez Energy, which bought out its own family's interests in the TMS for $78MM back in 2013.

[Andrew Logan @ALoganCeres]

@HedgeDirty @WAR527 but what if you don't even have a CEO $TALO ?

[Andrew Logan @ALoganCeres]

@NGLFundamentals @TomLoughrey_LFE Yep, 2095 is the end date they use for their ARO accounting. When you discount back that far, it's hard not to end up with zero liability.

[Andrew Logan @ALoganCeres]

Great piece in today's NYT by @cflav on the ways in which climate change is hollowing out insurance availability in the US. I guess Ceres was just 20 years early with our report warning of this future: https://t.co/iAeEDRSP1S

[Andrew Logan @ALoganCeres]

Just a reminder that $XOM, given the opportunity to nominate ANYONE in the business world for its board last year, chose the independent chair of $BA, which even a year ago was under a cloud for its safety record. Will investors support Larry Keller's renomination? If so, why?

[Andrew Logan @ALoganCeres]

Say you are the $XOM board nominating committee. You can ask anyone in the world to join the board of one of the world's largest and most influential companies. And you choose to nominate the chair of $BA, who helped oversee the company's disastrous response to 737-MAX?

[Andrew Logan @ALoganCeres]

@RobertClarke_WM "above ground risk key issue"- no kidding!

[Andrew Logan @ALoganCeres]

@AnneBradburyDC you just need @MaraKAbbott to complete the picture!

[Andrew Logan @ALoganCeres]

@jonwgoldstein @NMEnvDep @EPA A good reminder that joining OGMP is the beginning of the journey, not the end!

[Andrew Logan @ALoganCeres]

Will be interesting to see if/when CRC extends its net zero target to these new assets.

[Andrew Logan @ALoganCeres]

Consolidation continues among CA oil producers. Interesting that IKAV paid $4B for these assets two years ago, and today's merger values them at half that: https://t.co/ZlveLMkzQV