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Bismarck
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7:23p, 8/14/21
AG
It'll be interesting to see how things shake out with the other privates in the Haynesville.
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Southside AG
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10:38p, 8/15/21
AG
https://www.google.com/amp/s/www.wsj.com/amp/articles/bhp-woodside-in-talks-on-bhps-petroleum-business-11629073648

BHP in talks with Woodside to sell Petroleum division.
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Cyp0111
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In reply to Bismarck • 8:09a, 8/16/21
Aethon.will be interesting. More of a yield shop but ...
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jetch17
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10:00a, 8/16/21
AG
Anyone know whose assets Silverbow picked up?

https://www.hartenergy.com/news/silverbow-announces-eagle-ford-acquisition-195675?mkt_tok=NDMzLU9ESy04ODkAAAF-4BPi6tVB51KvomysxG-uIo7k2YHY2CH8TRjnFCKlOJMya9f7rlMj0tmLhEAaDrLQb2BIA-WzF_kcd5FHpkiaDOl38v2H85MwSSOlVs04aqc
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cajunaggie08
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1:30p, 8/16/21
AG
SLB not going to OTC citing COVID

https://www.houstonchronicle.com/business/energy/article/Schlumberger-withdraws-from-OTC-due-to-COVID-surge-16385089.php
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Southside AG
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12:02p, 8/17/21
AG
BHP and Woodside Petroleum merger announced. Will be interesting to see how this plays out for the BHP GOM/Houston team.

https://www.bhp.com/media-and-insights/news-releases/2021/08/woodside-and-bhp-to-create-a-global-energy-company/

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Joseph Parrish
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In reply to Southside AG • 12:11p, 8/17/21
AG
Southside AG said:
BHP and Woodside Petroleum merger announced. Will be interesting to see how this plays out for the BHP GOM/Houston team.

https://www.bhp.com/media-and-insights/news-releases/2021/08/woodside-and-bhp-to-create-a-global-energy-company/



They already went through layoffs. I would assume this was in the plans all along.
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Gig-Em2003
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In reply to jetch17 • 12:42p, 8/17/21
AG
Post Oak portcos.
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Drillbit4
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5:33p, 8/18/21
AG

EIA reports major draw, Cushing inventories low, unrest in Middle East, aaaand oil continues to drop. I get that Delta is spreading but just doesn't feel like demand is going to drop if at all from current levels.
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Rustys-Beef-o-Reeno
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In reply to Drillbit4 • 5:38p, 8/18/21
AG
Bids hit
Buy on
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Bismarck
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In reply to Cyp0111 • 8:20p, 8/18/21
AG
I do wonder whether they have to address a lot of ESG issues given who they're funded by.
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Gordo14
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In reply to Drillbit4 • 10:21p, 8/18/21
Drillbit4 said:

EIA reports major draw, Cushing inventories low, unrest in Middle East, aaaand oil continues to drop. I get that Delta is spreading but just doesn't feel like demand is going to drop if at all from current levels.


China demand drop hasn't backed up to Cushing yet. They've pretty clearly shut down hard due to Delta. Will probably take a couple months before we see that back up into Cushing, but pricing has to account for that now. I'm bearish short term, bullish on a more medium time horizon. But US inventories are very tight if you look beyond Cushing even.

Also of interest is the rally in light grades of crude given really low propane and butane inventories.
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dbryanc87
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7:19a, 8/19/21
Anybody have any reviews from OTC this week? I walked yesterday and foot traffic seemed pretty bare along with far fewer booths.
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Engine10
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In reply to Gordo14 • 7:21a, 8/19/21
AG
This lines up with a GS note I saw, Brent weakening in sep/oct but still holding to $80 by end of year
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jetch17
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In reply to dbryanc87 • 7:30a, 8/19/21
AG
dbryanc87 said:
Anybody have any reviews from OTC this week? I walked yesterday and foot traffic seemed pretty bare along with far fewer booths.


Headed down to NAPE later to walk - the bars and general crowd downtown last night was pretty thick
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JJWAGGIE
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In reply to dbryanc87 • 7:45a, 8/19/21
AG
I'd say in the range of 20% of normal both booths and exhibitors. I did however get some decent value out of it. Face to face contact with people I haven't seen in well over a year.
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Killin Me Smalls
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8:11a, 8/19/21
AG
I'm in Houston this week for business, and you would hardly know OTC is occurring.
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Maroon Elephant
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9:23a, 8/19/21
AG
O&G stocks getting crushed this morning. Can't decide if I should keep buying or back off and see if the bottom is much lower.
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Engine10
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In reply to Maroon Elephant • 10:36a, 8/19/21
AG
Front month TI getting whacked 4%, I'm sure as hell not touching any energy equities
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birdman
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In reply to jetch17 • 1:02p, 8/19/21
jetch17 said:
dbryanc87 said:
Anybody have any reviews from OTC this week? I walked yesterday and foot traffic seemed pretty bare along with far fewer booths.


Headed down to NAPE later to walk - the bars and general crowd downtown last night was pretty thick
I estimate that NAPE is about 25% down in exhibits. And several larger booths were booked but nobody showed up.
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txaggie_08
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In reply to birdman • 1:49p, 8/19/21
AG
I got here after lunch and attendance seems pretty bad.
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jetch17
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In reply to txaggie_08 • 1:51p, 8/19/21
AG
txaggie_08 said:
I got here after lunch and attendance seems pretty bad.


Yep, it's thinnnnnnn

We're already fixing to bail for afternoon beveraging.
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Drillbit4
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4:32p, 8/24/21
AG
I heard today that at Conoco/Concho, you now have to wear a color coded lanyard, designating if you are Vaccinated or not. Is this true?
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CaptnCarl
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In reply to Drillbit4 • 4:34p, 8/24/21
AG
Friend there told me they're working hard to mandate vaccines. All job applicants must present proof of vaccination to interview.
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ChemAg15
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In reply to CaptnCarl • 4:44p, 8/24/21
AG
The noose is tightening around everyone. Some just don't realize it yet.
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txaggie_08
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In reply to Drillbit4 • 4:53p, 8/24/21
AG
Only the vaxed get lanyards and a sticker to place on their badge. They don't have to wear a mask when social distancing is possible, but still have to wear a mask in meetings or where they can't social distance.

The uncaxed/naturally immune have to wear masks at all times except when they're sitting at their own desk.
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jetch17
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4:54p, 8/24/21
AG
We got mandated today - small private exploration co

Also extended WFH until mid-October
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Sea Speed
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In reply to jetch17 • 4:54p, 8/24/21
AG
jetch17 said:
We got mandated today - small private exploration co

Also extended WFH until mid-October


You have to have a vaccine to work at home
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jetch17
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In reply to Sea Speed • 4:56p, 8/24/21
AG
Sea Speed said:
jetch17 said:
We got mandated today - small private exploration co

Also extended WFH until mid-October


You have to have a vaccine to work at home


Before we go back if that ever happens
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Sea Speed
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In reply to jetch17 • 5:09p, 8/24/21
AG
jetch17 said:
Sea Speed said:
jetch17 said:
We got mandated today - small private exploration co

Also extended WFH until mid-October


You have to have a vaccine to work at home


Before we go back if that ever happens


Shark COMPLETELY jumped
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jetch17
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5:14p, 8/24/21
AG
The announcements throughout the whole last 18 mos have been comical to say the least - guess I better get my fall traveling done before they try and hamstring the sales guys
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Rustys-Beef-o-Reeno
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5:16p, 8/24/21
AG
BP extended wfh till oct 4
Unvaccinated masks at all times
Vacced, mask if can social distance, the trade floor desks are 5 feet apart
So while at you desk on trade floor equals masks even is vacc. So ducking stupid
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PeekingDuck
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10:52p, 8/24/21
AG
Haven't they been punished enough by virtue of being BP employees?
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Rustys-Beef-o-Reeno
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In reply to PeekingDuck • 8:38a, 8/25/21
AG
PeekingDuck said:
Haven't they been punished enough by virtue of being BP employees?


This
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fta09
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10:52a, 8/25/21
AG
While I don't agree with it and think it should be our choice, when you consider from a business perspective that you have millions of dollars of revenue riding on projects, shipments, services, etc. being delivered and all of that can go sideways for a couple of weeks at a time if someone gets COVID, I understand why management is considering requiring the vaccine.
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