Leader of local "all hat, no cattle" chapter. Deeply in love with the upstream energy industry. Principal at HTM Energy Partners.
Joined August 2022
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Ever since I was a young child, I have dreamed of taking up five spots parking horizontally in the Elbow Drive Safeway parking lot
A little strange to me there's a counterparty out there that says "you know what, you take the liquids, and we'll take the AECO exposure", and are paying for the privilege.
TopSpin Energy and Pine Cliff Energy Enter Into First-of-Its-Kind Gas Streaming Structure to Fund Glauconite Wells boereport.com/2026/10/26/top…
Michael Spyker retweeted
My autistic landman just bid on the wrong BLM tract on @EnergyNet and won.
#eft
@atherton_chris
#autismawareness
#fml
Michael Spyker retweeted
There is infinite natural gas. And limited Pokémon cards. Good lesson on commodity scarcity….
man it's a tough look for ur industry when you spend decades becoming the largest US nat gas producer with the most <$2/mcf B/E inventory w/ integrated midstream...
and u have a lower market cap than Pokemon cards (literally just cartoon animals printed on cheap cardboard)
Pokémon collectible cards are almost catching up to NVIDIA in returns over the last 8 years.
The Card Ladder Pokémon Index grew roughly 40x from early 2019 through October 2026.
NVIDIA stock returned about 41x over the same period.
It outperformed Bitcoin, gold, and the S&P 500.
Sources: Card Ladder / Blockworks, October 2026 reports.
As is tradition, because I hate myself, every month I pull up the Veren PnP disaster wells as just take it all in. Sometimes I close the windows and turn the lights off -- just a dim screen in the corner of my office with a cum-time curve.
A cum-time curve that's in 1st place.
BREAKING: Could the "B" in Baytex stand for "BACK"?
Bluesky step-out 6-miles from their Reno oil pool (discovered/ramped in the early 2010s) hit a peak rate of a fairly rotund ~190 Bbls/d of crude bitumen AKA "black gold", at a respectable ~60% water cut, in September.
This is on a Paramount (formerly Koch Oil Sands) lease, and the logs look phenomenal. 20% core porosity and 5m of nice, clean sand. Baytex surveyed 8 wells to be drilled off this pad, with this first one a success folks will be looking for follow up drilling in the near future.
Michael Spyker retweeted
WTI crude averaged $98/bbl in 2014.
That’s $772/bbl inflation adjusted to 2029.
Oil is still cheap.
Michael Spyker retweeted
Another @WhiteTundraSG pick goes bankrupt
4 of 17 names in this "portfolio" have gone bankrupt:
Razor Energy
Prairie Provident
Avila Energy
Athabasca Minerals
4 more are on life support:
Canadian Spirit
Manganese X
Tenth Ave Petroleum @DecimusOilCorp
@Prospera_Energy
Prairie Provident Resources Announces Creditor-Led Proceedings under Companies’ Creditors Arrangement Act boereport.com/2026/10/26/pra…
Michael Spyker retweeted
B.C.’s premier-designate says supporting new pipeline is first order of business ctvnews.ca/vancouver/article…
Michael Spyker retweeted
Imagine going back to October 2024 and telling Canadian oil & gas execs:
- Trudeau, Guilbeault Eby gone
- Strait of Hormuz war, WTI > $100
- Liberals adopted energy superpower agenda
- New west coast oil pipeline designated in national interest
- TMX full
- Keystone XL/ Southbow Bridger moving forward
- Conservative BC government
- LNG Canada Phase 2 FID’d
- Natural gas gigascale data centres FID’d
- Emissions cap scrapped, IAA removed from almost all O&G projects
- 100% immediate and permanent expensing for capital investments
Michael Spyker retweeted
congratulations to mr. david eby on winning this years “wile e. coyote memorial trophy for blowing your own dick off like an idiot”
Oopsie daisy.
Today's the day!
Get out and vote for David Eby and the BC NDP. Polls are open 8am–8pm.
Visit bcndp.ca/vote to find your voting location and what you need to bring with you to get it done!
