David Webb

[David Webb @DavidWebb1524]

@itsmarkmoran Good luck Mark. Keep going. Brick by brick.

[David Webb @DavidWebb1524]

@UrbanKaoboy The junior equity portion of the cap stack has not yet received the press coverage and sequential investor questioning that will motivate the manager to revise equity marks. Yet.

[Bloomberg @business]

A cluster of oil platforms off the California coast has begun selling crude for the first time in over a decade, shipping supplies to a Chevron refinery near Los Angeles https://t.co/p0PZoveKl1

[David Webb @DavidWebb1524]

@Lipsman @JasonStrom_ LFG

[David Webb @DavidWebb1524]

@ZavalaA @CollinsforTX Great reporting. Journalism is alive and well. Thank you for your work here.

[David Webb @DavidWebb1524]

@JonathanGo19861 @ENERGY @POTUS Agree on the cheaper once fully built and operational, but a solar or wind farm of the size commensurate to the energy yield here is not practical and would be well over 15bn estimate. And this is fuel energy not for the grid of which solar/wind have no bearing

[David Webb @DavidWebb1524]

@JonathanGo19861 @ENERGY @POTUS It’s converting ~50k barrels/day (~85,000 MWh thermal) into electricity (~35–40% efficiency), then scaling for capacity factors (~35% wind, ~25% solar). Capacity factors are predetermined by the build of the plant. No dog in this fight. But this is home run for us w sable

[David Webb @DavidWebb1524]

@McClellanOsc Greater

[David Webb @DavidWebb1524]

@JonathanGo19861 @ENERGY @POTUS These rigs and pipeline were already built. Not a greenfield project.

[David Webb @DavidWebb1524]

@VincentVanStogh @JonathanGo19861 @ENERGY @POTUS

[David Webb @DavidWebb1524]

@VincentVanStogh @JonathanGo19861 @ENERGY @POTUS What clean energy project produces equivalent energy to that of this oil platform? I’m all for cleaner energy, but the cost of any new clean energy facility that could possibly produce the energy equivalence of the 50k bpd is multiples greater than this cost

[David Webb @DavidWebb1524]

@JonathanGo19861 @ENERGY @POTUS Cheaper? Doubtful

[David Webb @DavidWebb1524]

@rev_cap Arguments from them compelling?

[David Webb @DavidWebb1524]

@basedamericana Hegemony

[David Webb @DavidWebb1524]

@liensofnewyork Chipotle an chick-fil a bothe closed.

[David Webb @DavidWebb1524]

@SpecialSitsNews @emos2323 Easily. Across both listed and non-listed, you were already roughly at that level in Q4. Net flows were less grim, but new capital will no longer be coming in at the same scale which has been the saving grace used to balance redemptions. It’s over.

[David Webb @DavidWebb1524]

@ExcessDefaults How’d they define? Curious

[David Webb @DavidWebb1524]

@Anthony65092926 @ShaleTier7 Poetic

[David Webb @DavidWebb1524]

@DivotDiplomat Astrology