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@redbuckman.bsky.social
I don’t mean to predict Brad’s profits for his new adventure but the number 1 input to asphalt shingles on roofs is… asphalt. He says tariffs don’t affect much but heavy oil isn’t really domestically produced. I’ll let you guess where we normally get it from. open.spotify.com/episode/2qEq...
March 27, 2025 at 3:40 PM
I don’t mean to predict Brad’s profits for his new adventure but the number 1 input to asphalt shingles on roofs is… asphalt. He says tariffs don’t affect much but heavy oil isn’t really domestically produced. I’ll let you guess where we normally get it from. open.spotify.com/episode/2qEq...
There’s a big discussion on Amazon’s diesel backup plans in Minnesota. I think as long as they meet air permits it’s probably ok to have these. They did go Tier 4 emissions and if you don’t want them running then keep the grid on. Interesting planning discussion. www.startribune.com/amazon-must-...
March 2, 2025 at 6:34 PM
There’s a big discussion on Amazon’s diesel backup plans in Minnesota. I think as long as they meet air permits it’s probably ok to have these. They did go Tier 4 emissions and if you don’t want them running then keep the grid on. Interesting planning discussion. www.startribune.com/amazon-must-...
I was wondering if this would be repealed. I did a lot of work on this and the AP is wrong here, basically every company would have been liable for a fee as gas moves through the processing facilities. apnews.com/article/meth...
March 1, 2025 at 4:40 AM
I was wondering if this would be repealed. I did a lot of work on this and the AP is wrong here, basically every company would have been liable for a fee as gas moves through the processing facilities. apnews.com/article/meth...
My Pipeline Politics book has so much fodder now I better actually write it. An entire chapter on IS-Canada.
Do we think he knows who TC Energy is?
Do we think he knows who TC Energy is?
February 25, 2025 at 4:07 AM
My Pipeline Politics book has so much fodder now I better actually write it. An entire chapter on IS-Canada.
Do we think he knows who TC Energy is?
Do we think he knows who TC Energy is?
This is nicely summarized, and the Petrostate vs Petrostate production and price effects will be difficult to square.
February 18, 2025 at 1:37 PM
This is nicely summarized, and the Petrostate vs Petrostate production and price effects will be difficult to square.
They already update Wikipedia
February 10, 2025 at 3:10 AM
They already update Wikipedia
Quick Look at Canadian crude imports by refinery. I was surprised the Gulf Coast had quite a few on there but there’s a lot of pipelines.
February 3, 2025 at 8:34 PM
Quick Look at Canadian crude imports by refinery. I was surprised the Gulf Coast had quite a few on there but there’s a lot of pipelines.
Houston is a wonderful place to see the food culture. My mother didn’t try sushi until her 20s.
Here at least I think the Vietnamese immigrant population and various other energy immigrants great Iranian food, etc helps along with growth in spices and air-freight for perishable food such as sushi.
Here at least I think the Vietnamese immigrant population and various other energy immigrants great Iranian food, etc helps along with growth in spices and air-freight for perishable food such as sushi.
January 6, 2025 at 4:03 PM
Houston is a wonderful place to see the food culture. My mother didn’t try sushi until her 20s.
Here at least I think the Vietnamese immigrant population and various other energy immigrants great Iranian food, etc helps along with growth in spices and air-freight for perishable food such as sushi.
Here at least I think the Vietnamese immigrant population and various other energy immigrants great Iranian food, etc helps along with growth in spices and air-freight for perishable food such as sushi.
Don’t knock it until you try it
January 5, 2025 at 4:21 PM
Don’t knock it until you try it
Only a gas fireplace here, more of a shrub than a hedge. I do have a battery igniter for it.
January 5, 2025 at 3:51 PM
Only a gas fireplace here, more of a shrub than a hedge. I do have a battery igniter for it.
Evergreen sentiment for some folks.
January 3, 2025 at 1:22 AM
Evergreen sentiment for some folks.
A good read on the current LNG feedgas and project updates from RBN here. Not much added this year actually.
rbnenergy.com/tired-of-wai...
rbnenergy.com/tired-of-wai...
December 17, 2024 at 3:23 PM
A good read on the current LNG feedgas and project updates from RBN here. Not much added this year actually.
rbnenergy.com/tired-of-wai...
rbnenergy.com/tired-of-wai...
I still haven’t seen the DoE report on LNG, so just reading other articles while we wait. A decent consumption change for nat gas power gen. www.eia.gov/todayinenerg...
December 17, 2024 at 3:06 PM
I still haven’t seen the DoE report on LNG, so just reading other articles while we wait. A decent consumption change for nat gas power gen. www.eia.gov/todayinenerg...
I always enjoy the analyses so it’ll be a good read. Important to remember the 2020-2021 bankruptcy cycle didn’t help, dampens the total profit analysis and ability to respond to an energy crisis.
December 13, 2024 at 3:25 PM
I always enjoy the analyses so it’ll be a good read. Important to remember the 2020-2021 bankruptcy cycle didn’t help, dampens the total profit analysis and ability to respond to an energy crisis.
I’m trying to finish a write up on LNG feedgas, and this is one of the examples I mention. Cheniere has contracted substantial plant inlet volumes as a hedge, this isn’t really subject to the broader natgas demand in the L48, it’s already spoken for on 15 year terms.
December 12, 2024 at 7:16 PM
I’m trying to finish a write up on LNG feedgas, and this is one of the examples I mention. Cheniere has contracted substantial plant inlet volumes as a hedge, this isn’t really subject to the broader natgas demand in the L48, it’s already spoken for on 15 year terms.
I really wonder what these guys are cooking up for nat gas powered AI with CCUS, because the flue gas is very low CO2 concentration. No details of course but I’m curious.
www.reuters.com/business/ene...
www.reuters.com/business/ene...
December 12, 2024 at 5:06 PM
I really wonder what these guys are cooking up for nat gas powered AI with CCUS, because the flue gas is very low CO2 concentration. No details of course but I’m curious.
www.reuters.com/business/ene...
www.reuters.com/business/ene...
The Cube is back, long live The Cube. Some good reading in the Exxon presentations on their view of the world.
December 11, 2024 at 2:46 PM
The Cube is back, long live The Cube. Some good reading in the Exxon presentations on their view of the world.
This was a great summary from Arnab on the path forward for climate and energy progress.
December 8, 2024 at 2:37 PM
This was a great summary from Arnab on the path forward for climate and energy progress.
I'm always curious how folks explain the LNG and natural gas forecasts from the history here. We are at record LNG export values but still hanging at low Henry Hub prices, how you describe the past decade sets up your structure for the forecast on LNG for the next decade.
December 7, 2024 at 5:41 AM
I'm always curious how folks explain the LNG and natural gas forecasts from the history here. We are at record LNG export values but still hanging at low Henry Hub prices, how you describe the past decade sets up your structure for the forecast on LNG for the next decade.
Industrial processes are quite difficult to perfect. And sometimes it isn’t clear what makes them a success. Take the sausage factory for example missing their warmer they didn’t even know they had.
November 28, 2024 at 12:24 AM
Industrial processes are quite difficult to perfect. And sometimes it isn’t clear what makes them a success. Take the sausage factory for example missing their warmer they didn’t even know they had.
Decent AI in oil discussion, but so far the only place this has made sense is for subsurface evaluation. Everything in operations has been regressions still www.barrons.com/articles/ai-...
November 27, 2024 at 3:10 AM
Decent AI in oil discussion, but so far the only place this has made sense is for subsurface evaluation. Everything in operations has been regressions still www.barrons.com/articles/ai-...
“You see son, being Labor isn’t that bad”
November 26, 2024 at 2:05 PM
“You see son, being Labor isn’t that bad”
