Tim Bozeman retweeted
In order to prevent Reveille X from having to watch any more of this yearβs Texas A&M football season, doctorβs at the School of Veterinary Medicine have removed her remaining eye.
Abbott didn't kill the ERCOT queue. He added another speedbump. An audit, a missed Batch Zero deadline, and "we'll know more after the August 20 open meeting."
That's the whole problem. There's a new speedbump every year and you don't get a vote on any of them.
Speed to power first, scale of power second. Islanded is the only version you control.
@JacobCorley on why connection is jurisdiction:
corleyenergy.com/third-battlβ¦
Drones of understanding, spreading the goodwill of the Iranian leadership
According to CNN, the U.S. continues to intercept Iranian drones launched against commercial shipping in and around the Strait of Hormuz since the e-signing of the U.S.-Iran MOU. This, as the Joint Maritime Information Center (JMIC) continues to assess the threat level in the local region as βSUBSTANTIAL.β
Tim Bozeman retweeted
Today is the day folks on the energy sidelines have theoretically been βwaiting forβ - the peace/truce deal, the drop in oil prices, the drop in energy stocks. S&P500 premarket +125bps. $XLE -235bps. Iβm buying this dip also as now the path to strong 2027 gets more obvious.
Wanted a flare volume tracking tool with no subscription, not perfect but its free. Uses the NASA VIIRS dataset so you only get a snapshot the 1-2 hours the satelite is overhead each night. Its imperfect but code is here if you want a copy: github.com/tim03bo-ux/viirs-β¦
Tim Bozeman retweeted
Waking up Wednesday morning to realize we're in the TACO of a TACO of another TACO.
Tim Bozeman retweeted
oil & gas bucks nearly every american de-industrialization or "stagnation" trend.
the US went from planning LNG import terminals to becoming the worldβs largest exporter in <10 years. and to do it, we built some of the most complex, massive equipment ever designed.
tbh, itβs one of the only areas where we still execute highly complex megaprojects. not flawlessly, but at a speed and level of technical sophistication that stands in sharp contrast to basically everything else.
success has led to re-engineering entire supply chains around hydrocarbon abundance. cheap O&G feeds chemicals, fertilizers, plastics, steel, power markets, etc. and i don't know if/when AGI will come, but I am pretty sure it will drink gas, too.
importantly, as we scale the electro-industrial technologies that increasingly define the future, we need to bring this same depth of expertise and execution. we must learn from O&G!
Tim Bozeman retweeted
41% of Republican voters are UNDECIDED on Railroad Commissioner. That means most people voting this week will pick a name they donβt know. Pick me - the one whoβs been in the field for 35 years. #hirehawk
Tim Bozeman retweeted
Excess gas. Wide open spaces. Plenty of produced water. Donβt put data centers in the suburbs. Put them in the Permian. #hirehawk
Looking for geo content for an upcoming big bend trip, even the instagram algo has it in for geologists. Not all of us are so back @rocks_boffin
π¨Friday Night #EFT RollCallπ¨
We had a little nightmare in the $50s, but now WE ARE SO FUCKING BACK BABY!!!
Who's on tonight? What're you drinking?!
Cheers everyone!
Tim Bozeman retweeted
LIVE Tuesday OCT 14 at 1pm - set the clock!
@KeithMcCullough and I have A LOT to talk about!
I'll call the segment:
"So THAT happened, but u ain't seen nothing yet"
- Consumer woes, AI KNOWS and the K-Shaped Stock mkt.
tinyurl.com/42ssznxz
Beer and brats after a long week in the salt mines
π¨Friday Night #EFT RollCallπ¨
$60.69 weekly close - $100 coming soon?
Who's on tonight, what're you drinking?!
RollCall will be live in Midland on 10/17, come join us!
@EnronChairman @StreetBomber @NewsFinOil @ManchesterUtd81 @wtxoil @RealPETE2020 @MOAR_Drilling @willrayvalentin @crudegusher @fracquiao





















