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5 May 2023
New article on the Energy Crisis substack about The Permian Basin
energycrisis.substack.com/p/…
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I feel like this is most people's first experience with an Memorandum of Understanding
Jun 15
Trump and Vance both electronically signed the MOU with Iran. @mb_ghalibaf signed from the Iranian side, U.S. official said
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Every time you ask ChatGPT something, it drinks a whole bottle of water. You've seen the post. 40k shares. AI-generated image. Almost certainly AI-edited caption. And the number is off by 50–250x.
That's the AI-rony. /1
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Both the tech doomers & anti-AI crowd are working from the same shortsighted place. A data center buildout is miles of fiber, miles of electrical, acres of HVAC— exactly the skilled trades the Permian is already racing to fill before a projected 190k-worker shortfall by 2040. /11
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The crisis was never that AI drinks too much.
It's that we keep letting the thirstiest take on the facts go viral that just ain't so. /12
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May 25
Yep wait till their data center build out 🔥🔥🔥 heavy capex
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When empty words matter more than physical barrels WTI -5%
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Broncho (Energy Crisis) retweeted
Timeless tweet, give it a read
22 Jun 2023
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Quick note on inventory in the L48.
TLDR: Been pounding the table the last 5 years that core inventory is far less than perceived.
This is now common knowledge. But IMO the pendulum has swung too far on negative implications across the industry at large.
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BREAKING: Numerous loud explosions reported in Dubai, and at the ports of Jebel Ali and Fujairah as UAE air defenses engage incoming missiles.
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