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Wiggletrace
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In reply to Comeby! • 8:21p, 9/9/21
AG
What? No Bitcoin mining?!?!?!
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AgLA06
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In reply to Comeby! • 8:35p, 9/9/21
AG
Comeby! said:
AgLA06 said:
So in a case like this, are there "though shall not flare" memos sent out?

Or is it just to difficult to switch strategies?


Yes, we had some stranded gas that now makes sense to tie in.


Sorry. Didn't mean to call you out specifically. I meant as an industry. Should have been more clear.
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Comeby!
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In reply to Wiggletrace • 11:02p, 9/9/21
AG
Wiggletrace said:
What? No Bitcoin mining?!?!?!


We already mined all the crypto. None left. Moving on.
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PeekingDuck
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In reply to AgLA06 • 10:02a, 9/10/21
AG
AgLA06 said:



Sorry. Didn't mean to call you out specifically. I meant as an industry. Should have been more clear.
Those memos have already been sent out pretty much everywhere outside of North Dakota and even they are being poked. I don't believe it will make a difference in gas volumes. ESG has pushed flaring percentages down faster than regulation will. NMOCD and RRC are both pretty aggressive right now though for operators of any size to cease flaring as a regular practice. Percentages are already pretty low for any operator with any sense.
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sts7049
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11:18a, 9/11/21
AG
lawsuits being filed against noble and shell for the globetrotter incident during ida

https://gcaptain.com/noble-globetrotter-ii-worker-files-lawsuit-after-being-left-in-path-of-hurricane-ida/?fbclid=IwAR2aWoqUpfumKGTtzvl-PGSMbuRDjbu5D8lcDUTDbys7knIo3lunMXIVpYs
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Sea Speed
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In reply to sts7049 • 11:22a, 9/11/21
AG
If that lawfirm really does represent a lot of mariners they should have at least used proper nomenclature instead of "walls" and "swaying side to side".

Look for the captain to get hammered in this incident. No matter how much pressure there was on all parties to do one thing or another, they will still crush him or her as the one who is ultimately responsible.
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BrokeAssAggie
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8:59a, 9/15/21
Gas going to hit $6 by Friday?!?!
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Boat Shoes
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In reply to BrokeAssAggie • 9:51a, 9/15/21
AG
CrazyRichAggie said:
Gas going to hit $6 by Friday?!?!


Why stop at $6?
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Engine10
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9:52a, 9/15/21
AG
Never Hedge Natty is sounding like a great handle haha
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PeekingDuck
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2:01p, 9/15/21
AG
Most O&G stocks are still lagging price heavily. Really odd pricing, especially in our current environment. Guessing COVID and ESG are scaring people off but nothing makes sense right now so who knows?
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techno-ag
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2:04p, 9/15/21
AG
$70 WTI ain't bad.
I think that, to be very honest with you, I do believe that we should have rightly believed, but we certainly believe that certain issues are just settled.

- Kamala Harris

Vote for Trump.
He took a bullet for America.

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ChemAg15
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In reply to techno-ag • 5:07p, 9/15/21
AG
techno-ag said:
$72 WTI ain't bad.


FIFY
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Owen Kellogg
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In reply to PeekingDuck • 5:56p, 9/15/21
AG
The 36 month and 48 month strip are still in the $50s... albeit very close to $60.

But I hear ya. I think there is just some market skepticism.
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DRE06
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10:13p, 9/15/21
AG
So what publicly traded stock has the most unhedged exposure to European gas supply? We're going nuts over $5/mmbtu gas and Europe is $15 with no relief in sight.

Shell, BP, Equinor, Total? I believe Russia supplies around 60% of Euro gas.
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SpreadsheetAg
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10:36p, 9/15/21
AG
Bass boat and 4-wheeler time?
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Comeby!
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In reply to SpreadsheetAg • 11:13p, 9/15/21
AG
G6 and Virgin Galactic slot.
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Charlie Murphy
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In reply to SpreadsheetAg • 1:25p, 9/16/21
Approaching Ford raptor territory...
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MAROON
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In reply to Charlie Murphy • 1:27p, 9/16/21
AG
Charlie Murphy said:
Approaching Ford raptor territory...
with chrome truck nuts as big as basketballs
What do you boys want for breakfast BBQ ?.....OK Chili.
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one MEEN Ag
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In reply to DRE06 • 2:44p, 9/16/21
AG
DRE06 said:
So what publicly traded stock has the most unhedged exposure to European gas supply? We're going nuts over $5/mmbtu gas and Europe is $15 with no relief in sight.

Shell, BP, Equinor, Total? I believe Russia supplies around 60% of Euro gas.
The $15 in europe is mostly taxes, so there's a lot of bureaucracies that are about to go hire legions of green aligned associates to go oversee green projects.
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jetch17
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3:13p, 9/20/21
AG
Shell Near Deal to Sell Permian Assets to ConocoPhillips

https://www.wsj.com/articles/shell-near-deal-to-sell-permian-assets-to-conocophillips-11632168002
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txaggie_08
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In reply to jetch17 • 3:13p, 9/20/21
AG
jetch17 said:
Shell Near Deal to Sell Permian Assets to ConocoPhillips

https://www.wsj.com/articles/shell-near-deal-to-sell-permian-assets-to-conocophillips-11632168002
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jetch17
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3:16p, 9/20/21
AG
of course i cant access the damn article ... says $9.5B and could close by end of today
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jetch17
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3:19p, 9/20/21
AG
Quote:
Royal Dutch Shell is nearing a deal to sell its stake in the largest U.S. oil field to ConocoPhillips for $9.5 billion, the Wall Street Journal reported, citing people familiar with the matter.
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bullard21k
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3:35p, 9/20/21
AG
Would this hurt or help my COP stocks?

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Rustys-Beef-o-Reeno
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In reply to bullard21k • 3:57p, 9/20/21
AG
bullard21k said:
Would this hurt or help my COP stocks?



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one MEEN Ag
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3:58p, 9/20/21
AG
Shell is shedding assets left and right. What the hell do they plan to keep to add value?
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BrokeAssAggie
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4:08p, 9/20/21
official now

https://www.rbcrichardsonbarr.com/IndustryResearch/News.aspx?a=news&ticker=a&w=&story=202109thomsonreuters201000548084-en_9999999_0.xml
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Ornithopter
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In reply to one MEEN Ag • 4:09p, 9/20/21
AG
Wind and solar lol
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sts7049
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4:09p, 9/20/21
AG
well, shales hasn't really made us any money anyway.

the downstream assets generally are old or don't fit into the environmental objectives.

offshore isn't going anywhere though. nor is LNG
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Fightin_Aggie
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In reply to one MEEN Ag • 10:51p, 9/20/21
AG
one MEEN Ag said:
Shell is shedding assets left and right. What the hell do they plan to keep to add value?
Windmills and unicorn farts?
The world needs mean tweets

My Pronouns Ultra and MAGA

Trump 2024
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PeekingDuck
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11:05p, 9/20/21
AG
Well, I guess COP is all in. Buy it up and let Concho run it.
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La Bamba
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In reply to one MEEN Ag • 5:27a, 9/21/21
AG
one MEEN Ag said:
Shell is shedding assets left and right. What the hell do they plan to keep to add value?

Shell is an offshore company. That's its bread and butter. Plus too much pressure from European governments to go renewables. Shell will move the world towards the renewable product it's most advantageous for it to sell. It's already happening here in Oman - working the Ministry over to make plans for Hydrogen.
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DripAG08
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10:26a, 9/21/21
AG
So once PXD takes down Endeavor we'll have:

OXY
CVX
PXD
COP
XOM
FANG

As the last of the Mohicans in the Permian.
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BrokeAssAggie
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In reply to DripAG08 • 10:38a, 9/21/21
DVN
CPE
XEC
MRO
MTDR
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MAROON
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1:31p, 9/21/21
AG
so I'm assuming a significant number of jobs will be lost in Houston with the Conoco buyout of Shell Permian?
What do you boys want for breakfast BBQ ?.....OK Chili.
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