CanadianSoapbox

[CanadianSoapbox @CanadianSoapbox]

@Rory_Johnston Yeah ok, read it backwards. Would look nice as a stacked wedge too. Current OPEC as one colour and pinch out previous members

[CanadianSoapbox @CanadianSoapbox]

@Rory_Johnston Are the lines converging because of Quota or because Ecuador and Angola are in terminal decline

[CanadianSoapbox @CanadianSoapbox]

@JoshYoung Rockefeller was systematic and believed in integration to smooth the volatility of the industry. He would have been a hedger if the instruments existed his time.

[CanadianSoapbox @CanadianSoapbox]

@ShaleTier7 I like everything about this except how your first oil month isn’t lined up at zero

[CanadianSoapbox @CanadianSoapbox]

@trevor_rose_ Should I finance a Ford Raptor or a Toyota Tacoma with my TPZ and HWX dividends?

[CanadianSoapbox @CanadianSoapbox]

@trevor_rose_ When cash flows get incredibly high, how do should the board ensure disciplined, quality investments instead of too many side projects and nice to haves? What role does dividends and buybacks have to play in keeping management honest?

[CanadianSoapbox @CanadianSoapbox]

@trevor_rose_ How does TPZ source the next HWX quality royalty deal when all the producers are flush with cash and don’t need help with acquisitions.

[CanadianSoapbox @CanadianSoapbox]

@ShaleTier7 @jeffreyrhopkins Mostly I just want this to be true because the level of petty machiavellianism it would involve to hatch this plan.

[CanadianSoapbox @CanadianSoapbox]

@ShaleTier7 @jeffreyrhopkins Move the whole market at a loss to the gas wells. CVE around 1.2mm bbl/d of steam. Over 500,000 gj/d, 185mm gj/year. Could you push the marginal gas costs down with this super pad enough that the gas revenue + savings from moving the market is actually a big net positive?

[CanadianSoapbox @CanadianSoapbox]

@Fightme120 @GavMcCracken @axios You must be fun to drink with

[CanadianSoapbox @CanadianSoapbox]

@Fightme120 @GavMcCracken @axios Are the eco terrorists working with the Jihad terrorists now?

[CanadianSoapbox @CanadianSoapbox]

@Fightme120 @GavMcCracken @axios You think someone that is going around the world systematically attacking refineries has gone into the bush in north east alberta, 20km from the nearest facility, right before biblical rains, to disrupt the global oil supply chains?

[CanadianSoapbox @CanadianSoapbox]

@Fightme120 @GavMcCracken @axios What the fuck are you talking about

[CanadianSoapbox @CanadianSoapbox]

@Fightme120 @GavMcCracken @axios This an incredibly off topic and toxic take.

[CanadianSoapbox @CanadianSoapbox]

@Rory_Johnston Literally the point of an SPR

[CanadianSoapbox @CanadianSoapbox]

@SamRo The ordering of this plot Y axis is criminal.

[CanadianSoapbox @CanadianSoapbox]

@ShaleTier7 Think bigger…

[CanadianSoapbox @CanadianSoapbox]

@Tier1Acreage @Energy_Tidbits @Rytetz29 You do produce gas, bitumen still has a very low GOR. But it’s immediately burned as fuel for more steam. Sales are entirely liquids.

[CanadianSoapbox @CanadianSoapbox]

@Rory_Johnston Why was KSA so against this initiative?