Zachary Cassill (e/acc)

oil and gas, geology, fishing

[Zachary Cassill (e/acc) @driftlessdriftr]

@BowTiedYanqui Yes but mostly because of the massive deregulation, cutting of subsidies, and the ending of price caps by Milei. It's the market healing.

[Zachary Cassill (e/acc) @driftlessdriftr]

@BowTiedYanqui Inflation in dollar terms is ripping.

[Zachary Cassill (e/acc) @driftlessdriftr]

I'm calling shenanigans.

[Trevor Rose @trevor_rose_]

20,000 Bbl/d Yemen Wells: "Here's a quick funny story on Yemen as an example. We were drilling vertical wells. Think about today's technology — having to drill 4,000 or 5,000 meter laterals just to get 1,000 barrels a day out of a well."

"In Yemen, if we didn't get 15 to 20,000 barrels a day of light oil production out of a vertical well, we saw that as a miss. When we hit 20,000 barrels a day in a new well, it was steak dinner night in the field."

"It just gives you perspective on the scale. We had a 250,000 barrel a day operation going there, and at the time our project alone was 40% of the country's GDP."

•Outwest Energy CEO Mike Backus

[Zachary Cassill (e/acc) @driftlessdriftr]

@Albertagarbage Yeah dawg

[Zachary Cassill (e/acc) @driftlessdriftr]

@Matt__Miller @EnergyCynic When oil price go up and equity go down, there's no money left so mommy lives with her boyfriend and daddy drinks.

[Zachary Cassill (e/acc) @driftlessdriftr]

@Tejanobrown I mean he's right. The recovery factor in the Permian is like 6%.

[Zachary Cassill (e/acc) @driftlessdriftr]

@Tejanobrown @klara_sjo Norteño la tercera

[Zachary Cassill (e/acc) @driftlessdriftr]

$SLB when they bring out the technical track engineer to the sales call.

[LindyMan @PaulSkallas]

When they bring out the "sales engineer" during the meeting

[Zachary Cassill (e/acc) @driftlessdriftr]

@RealPETE2020 Some kind of composite credit score for Midland would be awesome but I fear it would be a lagging factor in your model. The shit already hit the fan.

[Zachary Cassill (e/acc) @driftlessdriftr]

The architecture in question:

[Eric @EricLeeKK]

阿根廷，一个南美国家，一个“崩溃”了几十年的国家，社会文明程度远远超出我的预期。这里的人民如此友善，建筑如此漂亮，一杯咖啡在一个古老优美的咖啡店做一个下午，每个人都活得真实而快乐！

[Zachary Cassill (e/acc) @driftlessdriftr]

@heysamtexas Maybe. Would be an interesting case study.

[Zachary Cassill (e/acc) @driftlessdriftr]

Big idea: scrape social media for signs that founders/CEOs have credit problems or divorce and aggressively short them.

[Collin McLelland 🏴‍☠️ @FracSlap]

this morning had my agent:

1) analyze my credit reports, write dispute letters to financial institutions and mail them certified mail via online mailer

2) plan daily itinerary for mine and daughters trip to NYC

3) manage my personal cash flow/budget and transfer money to different accounts

4) find all the growth VC funds i've talked to in my email, give me summaries on our convos and send them emails to line up in-person meetings.

[Zachary Cassill (e/acc) @driftlessdriftr]

@ShaleTier7 In short, prices could go down, but they could also go up. Invest accordingly.

[Zachary Cassill (e/acc) @driftlessdriftr]

@landman_texas @Tejanobrown This was literally an episode of landman

[Zachary Cassill (e/acc) @driftlessdriftr]

@FracSlap It's a good idea though. Can't believe Jane Street doesn't do it. Give me one share so I can sell short thx. Let's call the ETF $ex

[Zachary Cassill (e/acc) @driftlessdriftr]

@PermiOG Dude I'm unfollowing. @elon keeps blowing up my phone for this bullshit.

[Zachary Cassill (e/acc) @driftlessdriftr]

@MAN__Z00 @Argenpoirot Eso es mentira. La autopista pasa por Meca, pero no va directamente a la mezquita principal. Todos los infidels se les prohíbe entrar en la ciudad. La ruta que rodea la ciudad para los infieles es muy tortuosa y fea. Fuente: viví allí durante muchos años.

[Karen McGee @karenmotherof2]

My body is a machine that turns domestic beers and grilled meats into respect for all of those who have served

[Zachary Cassill (e/acc) @driftlessdriftr]

@RealPETE2020 Where did you find this photo of Josh Young it's great.