Big Tex

I’m an energy bro that designs and builds utility-scale power plants.

Mineral & Energy Economist and Petroleum Engineer

[Big Tex @strepbro]

@RepDianaDeGette Supply and demand? Lack of drilling permits and new pipelines? Underinvestment in oil from 2019-2022? Sanctions on one of the largest oil producers? Post pandemic demand growth?

I can name a few more…

[Big Tex @strepbro]

@Osint613 Great analysis, thanks for sharing!

[litquidity @litcapital]

@shaunmmaguire Voter ID not having unanimous support is simply insane

[Big Tex @strepbro]

@nickshirleyy God bless you brother and thank you for everything you do! You’re a true patriot

[Big Tex @strepbro]

@libsoftiktok Where the fuck is the Mexican flag??

[Big Tex @strepbro]

@Oilfield_Rando All of those neighborhoods sound fucking awful

[Big Tex @strepbro]

@Mr_Derivatives Has taken every ounce of discipline to hold on and double down on the dip the past couple days. Nails are down to the nubs lol

[Big Tex @strepbro]

@Clavicular0 I got one of my masters degrees there, and parisians are insufferable

[Serenity @aleabitoreddit]

I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.

[Big Tex @strepbro]

@JohnLoc18 Every time I get a post notification from you, it makes my day. Chin up!

[Dan Pickering @pickeringenergy]

Asked about the timeline for oil prices to recede, Bessent clarified that “I don’t know whether it’s going to be 50 days. I
don’t know whether it’s going to be a hundred days.”

if it’s 50-100 days before the pullback starts, people aren’t going to like the new floor. #EFT #OOTT

[Nassim Nicholas Taleb @nntaleb]

@NY_LBSS @PaulSkallas Where do you buy yout products? You absolutely don't seem to get it.

[Big Tex @strepbro]

@nntaleb Once the SPR dump has been completed, and the futures trades unwind, we’re going to see WTI close the spread between Brent and result in massive inflation of prices across all industries that consume refined hydrocarbon products I.e. shipping, airlines, manufacturing, and farming

[Big Tex @strepbro]

A couple of weeks ago, I said that the tail risks of the duration and magnitude of this war were grossly underestimated. We’re starting to see the impacts of the closure in the Strait of Hormuz as well as SUPPLY destruction create 2nd and 3rd order effects in fertilizers and food.

[Big Tex @strepbro]

@Trendingvideo22 What happened?

[Big Tex @strepbro]

@nntaleb The underestimation of tail risks I’ve seen have been astounding… from duration by the administration to the magnitude of price shocks forecasted by the commodities desks at JPM and Goldman, nobody has begun “forecasting” second and third order tail risks.

[Oilfield Rando @Oilfield_Rando]

We are going to Frac the moon!!!!

[zerohedge @zerohedge]

Narrator: "Oil had not pretty much stabilized"

[Big Tex @strepbro]

@RWHopper George Mitchell should go in the same bucket as Rockefeller, Carnegie, and Morgan as American titans who redefined industry!

[Josh Young @JoshYoung]

Thanks Biden

[Big Tex @strepbro]

@pickeringenergy MCI was shut down this morning for a bomb threat. Travel safely!