Some time with the CNBC folks last week talking about the trajectory for oil markets. Good conversation thanks @Manisha3005 #EFT #OOTT

Eyecatching - Front month natty trades with a $5handle...so does front month oil. Calendar 2026 has WTI at ~$59 and gas at $4.35/mmbtu. Think i got take the over on gas and the under on oil. This feels very consensus. Perhaps the right answer is to just YOLO nuclear. #EFT #OOTT

FIFA World Cup 2026™ Panini Stickers are now available!

Dear Twitter Friends - hope you all have a fabulous Thanksgiving and get a battery recharge for the push into year end. #EFT

Most recent macro commentary - oil dynamics (OPEC+, sanctions, inventory), Bill Gates climate pivot, energy stocks.From now thru Feb, if oil doesn't crack it isn't going to - I fear it cracks (but this is not a new view). Stay nimble out there! #EFT #OOTT https://t.co/7co4Ykrgf4

This foul potential regulation could force me into early retirement. Sorry @Tejanobrown but you no longer have my vote.

Stir up the group chat with a "let’s go to Florida this weekend 😎”

Sitting on a plane, using my Ipad to connect to the plane’s wifi (delivered via Starlink satellite) to use ChatGPT to check earnings results released while I was in the air. Literally incomprehensible 30 years ago. Where are we gonna be in another 5 years?!?! #EFT #OOTT

If only I could make it happen! pour one out for one of the greats.

Finally announced - $SM and $CIVI combo. Across every market cap range, companies trying to get some combo of inventory, size, scale and value. Gonna keep happening. #EFT #OOTT

Short market update this month. Written before Russia sanctions. Let's see how sticky/impactful they are...will those barrels a) not get produced? (bullish) or b) find a different home? (neutral). It's a slog, good luck out there people! #EFT #OOTT https://t.co/fvib1SRrRI

Think drilling is easy? Behind “how fast did you drill that well?” is an amazing amount of technology, training and oversight. Noble Drilling’s deepwater drilling training simulator and global risk management control room. $NE Impressive! #EFT #OOTT

Every big government pronouncement that tanked the stock market over the past year has been a "buying opportunity". Is today also a buying opportunity?

Double edged sword - OPEC “only” bringing back another ~140kbopd. So less oil is absolutely better, but does this mean that now even Saudi realizes we are already swamped in oil? Plenty of time to bull up in the $50s. #EFT #OOTT

"An average household uses about 200 cubic feet of natural gas a day...the volume of about 10 fridges." https://t.co/QhH4QP686H

Excited to mix it up at PEPs Austin Energy conference with FANG’s @KVanthof to talk Permian inventory depth, share repo, consolidation and (most importantly$ how he’s got such great hair - two hour countdown starts now! #EFT #OOTT

After today's +30% move, nuclear SMR player $OKLO has a $20B market cap (bigger than $HAL, about the size of $DVN). Next week will bring sellsiders finding ways to justify price target increases. And if they're smart, $OKLO will sell a lot of stock. What a market...

Very likely Elon Musk’s $1T pay package and $100MM comp packages for AI folks are going to be this tech cycle’s equivalent of https://t.co/cEyG6Yu9HH from the internet bubble. The thing we look back on and say “yup, that was the signal”.

I'd rather have 12 months of $50 oil pain, US E&P capex cuts, US prod down 1+mmbopd, OPEC "all the way back", demand growth spurred and be primed for a cyclical recovery than 3 years of $60-$65 oil where industry profits blah, energy 2.5% S&P, OPEC overhang remains. #EFT #OOTT

OPEC+ pre-meeting chatter indicating Saudi "wants group to consider reviving more oil production ahead of scheduled return at YE2026". Implication is these barrels are coming. Let's just rip off the band-aid, get crude down another $10/bbl and create some equilibrium #EFT #OOTT

Enjoyed the visit with @manisha3005 - we’ll find out this weekend if OPEC+/Saudi continues the campaign to turf the oil markets.

I offered to be CEO of $TSLA for a mere $1B pay package. Oddly enough, the board has not responded.

Oil sustainably at $90 and US shale (and global) production would explode to the upside. US could go to 15mmbopd on higher rigcount on lower tier assets - not just Permian. This is NOT my base case. The price signal is completely necessary and not on the near term horizon #EFT