Paasha Mahdavi
@paashamahdavi.com
UCSB prof, researching climate politics and the oil industry. EGAPE Lab Director and 2035 Initiative co-founder. Wrote a book on oil nationalization (https://tinyurl.com/2zyaf8bd). Working to transition from the fossil fuel era. Posts expire after 30 days.
Thanks Michael ☺️
Though it’s wild that it’s come to this… and it’s only the second week of 2026
Though it’s wild that it’s come to this… and it’s only the second week of 2026
January 13, 2026 at 4:28 AM
Thanks Michael ☺️
Though it’s wild that it’s come to this… and it’s only the second week of 2026
Though it’s wild that it’s come to this… and it’s only the second week of 2026
Thanks Jess! Also you can spot *both* Rethinking Private Authority and Existential Politics on my bookshelf (on the opposite side from the oil books, including @profmichaelross.bsky.social and @jeffcolgan.bsky.social) 😉
January 12, 2026 at 11:48 PM
Thanks Jess! Also you can spot *both* Rethinking Private Authority and Existential Politics on my bookshelf (on the opposite side from the oil books, including @profmichaelross.bsky.social and @jeffcolgan.bsky.social) 😉
Caveat is that Exxon is loudly saying Venezuela is "uninvestable" .... for now ;) (www.ft.com/content/2986...)
Live: Exxon tells Trump Venezuela ‘uninvestable’ without big changes
US president seeks to win commitments from oil executives to invest up to $100bn
www.ft.com
January 9, 2026 at 9:17 PM
Caveat is that Exxon is loudly saying Venezuela is "uninvestable" .... for now ;) (www.ft.com/content/2986...)
Totally weird. A coincidence, I'm sure 😂
January 3, 2026 at 9:50 PM
Totally weird. A coincidence, I'm sure 😂
Wood Mackenzie estimates about 1 million more bpd (~100% increase) could be online w/n 2 years without significant capital investment. But it'd take $15-20 bn over the next 10 yrs to increase production by another 500k bpd to get closer to pre-Chavez peak of 3m bpd. www.woodmac.com/blogs/energy...
What could change in Venezuela mean for oil production? | Wood Mackenzie
Explore how shifting US policy toward Venezuela, OPEC+ capacity audits, rising US gas prices, and surging data-centre demand are reshaping global oil, gas and power markets, with expert insight from W...
www.woodmac.com
January 3, 2026 at 9:49 PM
Wood Mackenzie estimates about 1 million more bpd (~100% increase) could be online w/n 2 years without significant capital investment. But it'd take $15-20 bn over the next 10 yrs to increase production by another 500k bpd to get closer to pre-Chavez peak of 3m bpd. www.woodmac.com/blogs/energy...
Not always — lifting costs vary substantially based on geology and tech (and financing)
Eg, see this cost curve based on break-even prices around the world (from www.nature.com/articles/s41...)
Eg, see this cost curve based on break-even prices around the world (from www.nature.com/articles/s41...)
January 3, 2026 at 7:20 PM
Not always — lifting costs vary substantially based on geology and tech (and financing)
Eg, see this cost curve based on break-even prices around the world (from www.nature.com/articles/s41...)
Eg, see this cost curve based on break-even prices around the world (from www.nature.com/articles/s41...)
And I mean, not to belabor the point, but Chevron and Exxon are clearly getting a return on investment from their contributions... And Trump benefits from the industry's support. So there is a Hacker-Pierson political economy story here
January 3, 2026 at 6:29 PM
And I mean, not to belabor the point, but Chevron and Exxon are clearly getting a return on investment from their contributions... And Trump benefits from the industry's support. So there is a Hacker-Pierson political economy story here