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Houston..we have a problem....

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Ragoo
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In reply to cone • 5:48p, 7/9/22
AG
Duh?

CH4 + 2O2 > heat CO2 + 2H2O

Byproducts are CO in I complete rxn and NOx in a weird side rxn with N2.
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Ogre09
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7:58p, 7/9/22
AG
From the Reuters article:

Gas-powered turbines emit formaldehyde and other dangerous pollutants through a chemical transformation that occurs when methane is superheated.
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Ragoo
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In reply to Ogre09 • 8:10p, 7/9/22
AG
Ogre09 said:
From the Reuters article:

Gas-powered turbines emit formaldehyde and other dangerous pollutants through a chemical transformation that occurs when methane is superheated.
the emission limit is 91 ppb. In other words, small.
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cone
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In reply to Ragoo • 8:27p, 7/9/22
AG
yes that is true
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topher06
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In reply to Ragoo • 1:54p, 7/11/22
Doesn't matter, any hit piece works
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topher06
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1:43p, 7/12/22
Energy cratering today, but haven't paid attention to cause. What happened?
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ttha_aggie_09
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In reply to topher06 • 1:53p, 7/12/22
AG
Inflation and recession
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BrokeAssAggie
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1:58p, 7/12/22
Also some bad news about travel

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gigem1223
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5:14p, 7/12/22
Hearing rumors that Rockcliff got bought?
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Chef Elko
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In reply to gigem1223 • 5:16p, 7/12/22
AG
This is juicy! I haven't heard anything
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jetch17
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5:22p, 7/12/22
AG
Saw the rumor of legacy reserves ETX assets getting picked up by comstock

Nothing much else other than the Ring Energy/Stronghold II acq last week - CBP

Earthstone picked up another in Titus Energy too in the Delaware
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Comeby!
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9:14a, 7/13/22
AG
Tellurian bought Ensight in the Haynesville for $125MM.

Any more news on the Rockcliff deal....
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MAROON
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In reply to BrokeAssAggie • 9:33a, 7/13/22
AG
its sort of bad and good. They are doing this because international travel #'s have exploded and they don't have the staff to keep up.
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AgCPA95
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In reply to MAROON • 12:26p, 7/13/22
AG
MAROON said:
its sort of bad and good. They are doing this because international travel #'s have exploded and they don't have the staff to keep up.

If you do have to go to LHR, try to get one of the evening flights like United Flt 5 that arrives around 11:30am to LHR. Last month we were meeting folks and they were all on the more typical 7:30am arrivals and they experienced horrible lines clearing immigration while we were through in about 10 minutes.
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MAROON
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In reply to AgCPA95 • 1:09p, 7/13/22
AG
Well crap. Thought we booked that flight but we booked the 7:40am arrival in September
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gougler08
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In reply to AgCPA95 • 4:16a, 7/14/22
AG
AgCPA95 said:
MAROON said:
its sort of bad and good. They are doing this because international travel #'s have exploded and they don't have the staff to keep up.

If you do have to go to LHR, try to get one of the evening flights like United Flt 5 that arrives around 11:30am to LHR. Last month we were meeting folks and they were all on the more typical 7:30am arrivals and they experienced horrible lines clearing immigration while we were through in about 10 minutes.


Immigration line looked fine but the connecting line was horrible, I think it's just a crap shoot
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gigem1223
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In reply to Comeby! • 5:06p, 7/15/22
Hearing it's BP
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jetch17
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5:09p, 7/15/22
AG
Hmmmm
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one MEEN Ag
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1:30p, 7/19/22
AG
Anyone got a WAG on earnings calls this week?

Will this be the quarter oil and gas stocks get respected in the stock market?
Will capital finally be returned in gobs of cash like we've been predicting/demanding or will companies say 'next quarter next quarter guys!'

Stay tuned!
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TxAg20
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7:57p, 7/19/22
AG
I'm guessing lots of earnings beats and lots of capex overshoots.
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Boat Shoes
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8:49p, 7/19/22
AG
So…. What is Biden going to announce tomorrow in regards to the climate emergency?
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Fredd
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10:04p, 7/19/22
AG
Anyone hearing any smoke on Pioneer/Diamondback?
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Maverick06
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In reply to Fredd • 10:32p, 7/19/22
AG
Nope
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txaggie_08
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In reply to Fredd • 7:44a, 7/20/22
AG
Fredd said:
Anyone hearing any smoke on Pioneer/Diamondback?

This would be interesting, as I just moved over to FANG a few months ago. Was previously at Concho/Conoco before the move. Didn't like the culture of COP, FANG is a very familiar feeling to Concho prior to the merger.
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Idk3
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8:51a, 7/20/22
AG
Any confirmation on the Rockcliff stuff and whether or not it is BP making the purchase?

Saw on the midstream side of things that Momentum is buying Midcoast Energy for $1.3B.
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MAROON
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In reply to TxAg20 • 9:53a, 7/20/22
AG
TxAg20 said:
I'm guessing lots of earnings beats and lots of capex overshoots.
not sure on lots of CAPEX overshoots. Still think that gets your stock hit by investors. Now I can see some companies revising budgets for 2H22 and blaming it on inflation/supply chain issues.
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htxag09
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In reply to MAROON • 10:02a, 7/20/22
AG
MAROON said:
TxAg20 said:
I'm guessing lots of earnings beats and lots of capex overshoots.
not sure on lots of CAPEX overshoots. Still think that gets your stock hit by investors. Now I can see some companies revising budgets for 2H22 and blaming it on inflation/supply chain issues.
As someone in Supply Chain, this kind of seems like a negative connotation but really not sure it's just an excuse. I mean it's real. Rigs are probably up 25% or more in the last 8 months, casing is up, HHP is nearly double.....
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MAROON
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In reply to htxag09 • 10:16a, 7/20/22
AG
its absolutely real - the price of everything is up. We sell octg - the price is way up from when they did their 2022 budgets.
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htxag09
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12:32p, 7/20/22
AG
Any PureFrac contacts on here?
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gigem1223
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In reply to txaggie_08 • 1:16p, 7/20/22
txaggie_08 said:
Fredd said:
Anyone hearing any smoke on Pioneer/Diamondback?

This would be interesting, as I just moved over to FANG a few months ago. Was previously at Concho/Conoco before the move. Didn't like the culture of COP, FANG is a very familiar feeling to Concho prior to the merger.


PXD buying FANG has been rumored for years it feels like. I haven't heard anything on this in awhile.
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topher06
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1:29p, 7/20/22
Natural gas soaring. Wonder why.
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Ogre09
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1:30p, 7/20/22
AG
Hot weather, high electricity use for cooling, high nat gas consumption for gas turbine generators
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topher06
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In reply to Ogre09 • 2:36p, 7/20/22
Ogre09 said:
Hot weather, high electricity use for cooling, high nat gas consumption for gas turbine generators
Sure, but what came out mid-day today that sent front month up 10% and 1 year strip up 6-7%? Maybe the EIA report leaked? Don't see any news on Freeport.
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Dirty Mike and the Boys
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In reply to topher06 • 2:43p, 7/20/22
AG
https://www.reuters.com/business/energy/route-russian-gas-flows-germany-shows-pickup-nominations-2022-07-20/
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Westicles
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In reply to htxag09 • 8:13p, 7/20/22
AG
Can get you one, sales? Shoot me a PM.
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