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  1. proslijedio/la je Tweet
    23. sij

    Tech to Energy ratio...

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  2. proslijedio/la je Tweet
    22. sij
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  3. proslijedio/la je Tweet
    20. sij

    Why you don't take Rystad and Platts at the their word. They are pay to play. "Shale segment is estimated to continue to grow delivering over 1.9 million bpd to the market". My estimations at 289 Frac spreads vs. Steo. We are trending to 4.2% btw..

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  4. proslijedio/la je Tweet
    21. sij

    >> U.S. Shale Has Already Peaked for Drillers Like Halliburton Oil-services giant sees spending drop from domestic customers

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  5. proslijedio/la je Tweet
    21. sij

    The "shale treadmill" is getting faster and faster. Without higher well completions in 2020 and falling productivity, the growth deceleration may turn into an outright decline by the latter half of 2020.

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  6. proslijedio/la je Tweet
    14. sij

    Over the last ~50 years, only 7 industries in the Ken French database registered excess Sharpes vs the market: Tobacco Food Beer Guns / Defense Utilities Pharma Medical Equipment

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  7. proslijedio/la je Tweet
    16. sij

    Isn't it odd that cheap and highly profitable sugar, seed oils, and refined carbs also save the planet? That's quite the coincidence.

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  8. proslijedio/la je Tweet
    14. sij
    Odgovor korisniku/ci

    Plus likely higher overall decline rates of currently 6% for the 51 MMboe of world production that peaked and is in permanent decline. About one North Sea that needs replacing EACH year.

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  9. proslijedio/la je Tweet
    13. sij
    Odgovor korisniku/ci

    As intellectually unhelpful as “all things in moderation.” If you want to be moderate about life today good luck w/ that. Nature & life favor the Optimizer committed to living & performing the best. In the past it was everyone’s objective but today its almost no one’s.

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  10. proslijedio/la je Tweet

    ICYMI: Do you know how much leverage is in the system? Neither do regulators who can’t see inside opaque private markets where growth these past 2 decades has leapt past public markets where the scrutiny is overly zealous as far as Wall Street’s concerned

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  11. proslijedio/la je Tweet

    An interesting blog on why facts don't change minds:

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  12. proslijedio/la je Tweet

    Holy crap, this is incredible: A dog playing Jenga. Turn-taking, fine motor control, apparent understanding of the aim of the game. I would not have guessed a dog could do this.

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  13. proslijedio/la je Tweet
    27. pro 2019.

    is not an important risk factor for heart disease, and the current dietary recommendations do more harm than good” ⁦

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  14. proslijedio/la je Tweet
    18. pro 2019.
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  15. proslijedio/la je Tweet
    16. pro 2019.

    “The boom time is done at this point, unless oil prices go up significantly.” --Michael Plante, senior economist at the Federal Reserve Bank of Dallas

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  16. proslijedio/la je Tweet
    11. pro 2019.

    oil demand +10.5% y/y to 18.8m in November Diesel +8.8% Gasoline +9.2% Naphtha +2.5% LPG +23.5% Petcoke +29.6% PPAC

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  17. proslijedio/la je Tweet
    12. pro 2019.

    The "treadmill" is moving faster in the Permian. Operators are highly unlikely to keep up, which means a production ceiling has come into clear view.

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  18. proslijedio/la je Tweet
    12. pro 2019.

    On shale: Permian Basin Decline Rates Have “Increased Dramatically” Amid Ongoing Slowdown. The newest multistage hydraulically fractured wells in the region often see first-year production declines between 65%-85%, according to IHS.

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  19. proslijedio/la je Tweet
    9. pro 2019.

    9. 1Q Crudes for refiners in Asia have mainly traded now. To see if oversupply is a problem in 1Q it is now that the market should look and it looks tight. Diffs are strong and backwardation is strong. Now is when crude is mainly bought for refiners in Q1 not in February or March

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  20. proslijedio/la je Tweet
    4. pro 2019.

    "Oil & gas companies at the center of U.S. fracking boom...spent $1.3 billion more on new capital projects during [3Q 2019] than they realized from selling oil & gas." --IEEFA Report

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