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Ben Heard
@BNW_Ben
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5. velj |
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A pox on the house of everyone claiming environmental positioning who leveraged an accident to turn a whole nation away from its nuclear technologies, and furthered the myth that renewables would deliver into the gap.
You stand condemned. pic.twitter.com/4Le7LHIbWQ
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Nicholas LePan
@NLepan
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10 h |
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Robert Friedland at Mining Indaba 2020 youtu.be/mqkN05_IZeE
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Scilliams
@scilliams
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23. sij |
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Tech to Energy ratio... pic.twitter.com/G5NnsqyUzp
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Rongoteus
@artifex1986
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22. sij |
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9) link: offshore-mag.com/drilling-compl…
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Johnny Cage
@RealJohnny_Cage
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20. sij |
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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..
rystadenergy.com/newsevents/new… pic.twitter.com/6lP0iChQzv
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𝕮𝖍𝖎 🛢️
@chigrl
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21. sij |
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$HAL $SLB >> U.S. Shale Has Already Peaked for Drillers Like Halliburton
Oil-services giant sees spending drop from domestic customers bloomberg.com/news/articles/… pic.twitter.com/Cy0GY0jfT2
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HFI Research
@HFI_Research
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21. sij |
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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.
#OOTT pic.twitter.com/GgxfLRpG6f
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Lawrence Hamtil
@lhamtil
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14. sij |
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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 pic.twitter.com/xwkIqLApVe
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P. D. Mangan 🇺🇸
@Mangan150
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16. sij |
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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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Alexander Stahel
@BurggrabenH
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14. sij |
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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. #OOTT pic.twitter.com/8VRCX3Q4LU
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Sean OMara MD, JD
@DrSeanOMara
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13. sij |
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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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Danielle DiMartino Booth
@DiMartinoBooth
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14. sij |
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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
wsj.com/articles/inves… pic.twitter.com/RX4eFshsOC
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LG
@rwdrbr
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13. sij |
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The cooking temperatures - are they in F or in C?
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Dr Zoe Harcombe, PhD
@zoeharcombe
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13. sij |
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An interesting blog on why facts don't change minds:
jamesclear.com/why-facts-dont…
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LG
@rwdrbr
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9. sij |
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Paul Mason
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Steve Stewart-Williams
@SteveStuWill
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29. pro |
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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. twitter.com/buitengebieden…
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Greg Hanna
@runfast4fun
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27. pro |
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#Cholesterol is not an important risk factor for heart disease, and the current dietary recommendations do more harm than good” @ProfTimNoakes #LCHF sajcn.co.za/index.php/SAJC…
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LG
@rwdrbr
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24. pro |
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Search on any book on keto diet. Dietdoctor has tons of resources too.
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Liberty
@LibertyRPF
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18. pro |
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50-min interview with Stan Druckenmiller: bloomberg.com/news/videos/20…
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Art Berman
@aeberman12
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16. pro |
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“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
wsj.com/articles/shale…
#OOTT #oilandgas #oil #WTI #CrudeOil #fintwit #OPEC pic.twitter.com/0ikXrpfvBc
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