Jack Andreasen Cavanaugh
@AndreasenJack
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Carbon Upper Middle Management @columbiauenergy Senior Fellow @joinFAI
Joined March 2021
I’m moving on from carbon middle management to Casper William management
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Solar, wind and batteries are great But they can’t be used to produce cement, steel, chemicals, jet fuel or ammonia at cost and volume demanded today compared to fossil fuels In the future (10 yrs +) perhaps, with lots of RD&D that we should do!
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The efficiency metrics in shale are so many things, it is a factory. There are so many variables to improve throughout the whole process to improve returns. Enhanced recovery also looms. Think, every year there are more wells drilled and that is your growing inventory for EOR.
This chart is fairly remarkable. The industry is drilling much lower quality inventory than it was a decade ago (in any resource boom you start with your best projects first) and is operating half the rigs. And production. Just. Keeps. Growing.
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Is it I, with the universally panned, bad take wrong, or am I just victim to another dog pile by the worst people on Twitter? In fact, the fervor at which they tell me I’m wrong shows me I’m onto some deeper, more fundamental truth. I am a victim of my own great take, yet again
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Why are you asking people you don’t know about the adequacy of their salary for their family’s needs? Touch grass and seek god
It apparently strikes a chord--and a coordinated response--when you point out that people who are paid by BigTech to shill for data centers are not reliably neutral on questions central to the AI data center build out.
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I am also from a rural town in Nebraska. My mom is a commercial lender for a small bank. My sister in law just started her own small business. There’s a lot of pride in NE for supporting local businesses, but people need to be able to afford it. Cost of living is step one!
the reason people don’t generally move back to their hometown to open a small business in an abandoned storefront is because there aren’t the customers to support said business there, so unless your plan is to like, kidnap people from cities and ship them to dying small towns idk
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Last week @mattyglesias wrote an NYT Op-Ed arguing that Democrats should embrace the US oil and gas industry. As someone who's worked to advance clean energy for 15 years, I agree with him at least 80%. I agree for both technical and political reasons. 🧵
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Okay. I finally read the op ed. @MattYglesias is right. (98% right at least, which is an A+ for a NYT op ed). Don't @ me. It's the holidays and I don't have the appetite. But Matty's position is pragmatic, substantively sound, and the only way we have a chance of making any
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From an emissions perspective, we actually have a clear technical understanding of how to decarbonize industry All laid out in one of my favorite papers from @bataille_chris et al https://t.co/jDTUe1SKOh
The Yglesias/Casten back and forth focused on the politics of oil and gas, and the power sector This is understandable since affordability discussions are generally seen through utility bills But the value of low CI oil and gas is most important for industry, lets look🧵
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If anyone is interested in some of the best work on methane emissions and mitigation techniques, may I point you to @arvindpawan1 A few of my personal favorites: https://t.co/0LJZo5JMZX
https://t.co/N2cIRCY8bX
https://t.co/YBol7yrnOL
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I get the desire to reduce oil production. But this sweeps under the rug the very real economic benefits of production. I’m not sure it’s helpful to minimize the scale of the challenge like this.
20. So this goes back to point 10. When we are a net exporter, decisions to produce more help producers and hurt consumers. And in this case, are ALSO bad for the climate. It's lose / lose all around.
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A Rory x @Tejanobrown podcast, Christmas has come early! With all the energy discussion from round toe coastal policy people (me included) this is a view into the on the ground dynamics of OFS Required listening
🎙️ NEW PODCAST 🎧 On the final Oil Ground Up episode of 2025, I spoke with @Tejanobrown about his 15 years of experience in the wireline industry: how it works & how it’s changed over the past 1.5 decades Enjoy! Andy is both hilarious & really knows his stuff. Link in reply.
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A scene out of a Bond movie @4401earth is crushing Project Hajar and mineralizing CO2 in months rather than years They're increasing capacity and bringing on more partners. The subsurface is the past, present and future. https://t.co/9Fwb4MXfgS
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I have many thoughts on the NYT article that I might expand on later, but I think there is a good opportunity for folks to rediscover the petroleum conservation policies of old. That is we are gifted these natural resources so their extraction should be optimized.
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Plenty of discussion around whether a non "energy expert" like Matt should be making energy arguments. I would encourage those making that argument to consider if credentialism is a worthwhile endeavor and if they have a view of energy that begins and ends in the power sector.
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In an era of affordability, we must address the fact that for the literal building blocks of society, the most affordable goods are produced with fossil fuels.
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But until the non-fossil dependent technologies scale, we can and should support lowering the already low carbon intensity of American US oil and gas. That not only means domestic policy and regulations, but also international influence on helping to lower the premiums.
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vapor recovery, pneumatic controller replacement, carbon capture and storage, enhanced oil recovery and so on The methane fee was in the IRA and supported by the super majors!
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And so it follows, if we care about reducing emissions from industry, we need to reduce emissions from oil and gas production, transport and usage. We have all sorts of ways to do that! Electrification of production and transport, methane detection and mitigation....
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For some added context on the scale we are talking about here, the amounts of each good demanded every year.
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