Ken Day (@kenwday) header
Ken Day (@kenwday) profile picture

Oil and gas, geothermal, power gen, batteries. Partner and VP engineering of Energy company. Views are my own

Denver, CO
Joined November 2022
Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)Photo by Ken Day (@kenwday)
Underappreciated how much the shale revolution unlocked the AI revolution.
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Just read a report that said “the drilling mud clabbered up.” No idea what that means but I’m guessing not good
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Seller not disclosed, but almost certainly is EOG. They have a legacy position in Montague Co with a CO2 injection well, the Hinkle Trust 1. Here's an Enverus Prism map of the EOG position in blue, BKV in red.
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Recently IG been pushing POV reels of mechanics removing drain plugs from vehicles and no oil comes out. Or some sludge drips out. 👀 Kind of like drilling a new horizontal well and finding out it’s depleted due to offset verticals.
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In years past for Energy M&A, you could win through technology and ideas. Now it takes both a unique technical business plan AND a distinctive cost of capital to win.
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A terrible combination is a landscaping contractor with a gambling problem
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Comparing Texas O&G regulation to data center regulation: a big difference is O&G has mineral rights, which gives ordinary citizens a vested interest in O&G development. Data centers have no such monetary payment to the community. Maybe they should? O&G is heavily 'taxed'. A way to do this would be a local and state millage tax, similar to a severance tax in oil and gas.
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Also oil and gas companies have a history of supporting the community through parks and community infrastructure. Data Centers don't seem to be doing this as much. If you create a vested interest for the community, then the community doesn't try to kick you out.
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I am deeply sadden by the passing of Dr. Bommer. Dr. Paul Bommer was one of my favorite professors at UT Austin. Pragmatic, witty, snarky, kind, and he challenged us in such an engaging way. The way he answered questions just made sense to me, a young kid that didn't know anything but thought he knew everything. He once taught me an excellent lesson on how to keep your boss (him in that case) informed with progress updates on projects, and how you get your butt chewed out when you don't! I frequently use his words of wisdom and his stories with young engineers. He will always have a deep influence on my career and life, and I know many other UT petroleum engineering grads feel the same. Dr Bommer, you will be missed.
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Replying to @texas1947172131
Thank you. I have no idea who anyone is on Twitter. Maybe I talked to you yesterday maybe or no or sometimes
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SP500 is already down 0.62% over 2 days with Kevin Warsh as Fed chair. At this rate the SP500 will be down 450% over his term. 🚀🧨
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If you're using Claude for Excel, handy tip... Claude doesn't really keep context between spreadsheets, but have Claude add a tab that details exactly what it did and how. If you have similar spreadsheets in the future, this provides a context memory for future sessions.
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The last Oil And Gas town standing in NHL playoffs is the Colorado Avalanche. Go Avs !
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Update on my soccer automated camera system. Orig system had two cameras on a stand that allowed the angle between them to change, so every match the angle between cameras was different. This was a software headache to solve for the angle before combining the footage together. I decided to 3-D print a holder that fixes the cameras at exactly 90 degrees from each other- math and programming is much simpler. Solved through hardware instead of software in this case
Veo costs $1300 and then you need a $3000/yr subscription. I vibe coded a copy setup in 3 weeks. Here's how.
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Xcel has been running this commercial with two guys talking about how solar is great- while walking through a nat gas CCG station. Maybe a subtle hint that the real answer is a mix of renewables and natural gas generation? Blink twice if that’s what you’re actually saying, Xcel!
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This is the Cherokee generating station, which has a nameplate ~1,000 MW capacity and burns natural gas. Used to be coal, and was switched to reduce carbon emissions. Link to video: youtu.be/hrmA2Nl6KZU?si=gIAF…
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Wells in ‘permanently damaged’ conventional reservoirs being brought back online
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Got to think that UAE OPEC pull out is bearish for oil prices, but possibly adds to volatility? The dynamics of the Middle East are changing
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