Kolbe Grell

[Kolbe Grell @kolbegrell]

@CollumRandall @RobertClarke_WM @firstenercast I imagine decent growth on the HV number. Roads are iced over and it doesn’t look like we’ll get relief until Monday afternoon. Unless water is piped into disposals, water hauling is going to be the catalyst for shut-ins

[Kolbe Grell @kolbegrell]

@Pumpjack4L @billyliucci Congrats for being worse than Arizona State.

[Kolbe Grell @kolbegrell]

@RealisticBuck I’m sure you’ll drop when you lose to Michigan…again.

[Kolbe Grell @kolbegrell]

@Jameis838863 @luesanchezr @JoshPateCFB 2026 class is currently ranked fifth in the nation. Please explain

[Kolbe Grell @kolbegrell]

@kenwday 2) You’re correct that you’re probably not adding rate with LL. What you are able to do is sustain rate/pressure in time. 3) I wonder if your 3 mi bin includes any outliers that bring the EUR down due to mechanical issues while completing

[Kolbe Grell @kolbegrell]

@kenwday Interesting analysis for sure. A couple considerations: 1) It’s natural that you’ll have EUR degradation through time due to the nature of development. The 2 mile bin likely has more wells that were unbounded than the 3 mile bin.

[Kolbe Grell @kolbegrell]

@mortimer0407 @RealGasFundies That’s my point.

[Kolbe Grell @kolbegrell]

@clintbarnette “On achieving peace of mind” ummm, I’ll look to someone else on that topic!

[Kolbe Grell @kolbegrell]

@WAR527 Good to see they’re using an AI generator to create their logo. Much cheaper!

[Kolbe Grell @kolbegrell]

Happy Sunday

[Kolbe Grell @kolbegrell]

@JFracson 25 min rest seems a bit long. I usually prefer 15, 20 tops.

[Kolbe Grell @kolbegrell]

@AndUpstream @FauxRight We’ve got enough people shitting on our industry. We don’t need to eat our own.

[Kolbe Grell @kolbegrell]

@AndUpstream @FauxRight It’s a technical achievement and every operator is going to hype their work. I don’t see a problem with that. Happens in every IR presentation across every industry.

[Kolbe Grell @kolbegrell]

@AndUpstream @FauxRight If you’re trying to compare 2mi to a 2mi u turn then yes, economics won’t compare. I don’t think anyone is opting to uturn where they can drill a straight 2mi though. It’s a tool if you have stranded acreage

[Kolbe Grell @kolbegrell]

@bjunks1 Kind of looks like you’re anticipating the shot. Pretty common with pistols. Try dry firing and pay attention to the tip of your pistol. Are you pulling up to anticipate recoil? A slow and steady trigger pull that surprises you when firing is one way to correct.

[Kolbe Grell @kolbegrell]

@NextWaveEFT I get the historical looks bad, but the decision to drill the growth was made with a higher strip. The decision at the time was the right decision and the reaction to drop rigs, curtail, etc. was too slow once winter(s) didn’t show up

[Kolbe Grell @kolbegrell]

@NextWaveEFT Good analysis, but I’d still argue that a lot of the initial growth was called for. Commodity prices supported it through 2022. Your point on some operators continuing that growth is valid.

[Kolbe Grell @kolbegrell]

@chromium73 @NextWaveEFT If anything, NextWave is showing you that you shouldn’t avoid. Privates are continuing to develop into low commodity prices. Now this could slow as hedges roll off or belief (or lack thereof) in the shifting LNG story, but for now, there’s still demand for gas to be moved.

[Kolbe Grell @kolbegrell]

@NextWaveEFT @GreyHairOpsGuy I know we’re playing blame game, but commodity prices in late ‘21 and throughout 2022 supported growth. A heavy percentage of those growth numbers occurred during that period. What’s been the response since the drop?