SBA Profile picture
May 27 5 tweets 2 min read
Sweet baby Jesus. @jkenney was on Platts Cap Crude and said some of the most disconnected from reality shit you have heard.

Lets start with this:

That by YE 22 AB could be shipping .5mm bbl/d to the US.

WHAT BBLS!
And then @jkenney says that "most" of the 600k bbl/d of TMX export capacity will go to... West coast US refiners?

Perhaps @Rory_Johnston can check me on this on but that seems... really not correct.

Though nothing is set in stone.
And that in two years we could do a pipeline reversal.

There are what - 2 pipelines that *could* be reversed? and there is commercial support to do neither.

Cochin and Southern Lights.
If someone how we were to boost OS production by enough to somehow fill the Russia gap - we would need all the conde and then some!

losing access to GC conde would be a drag on OS production!
Now I have said that Kenney mistook winning the election as an endorsement of all the shit that was in his platform from 1985 so #FightBack was a dumb idea that has not accompanied anything.

Also $PSK $FRU & $XOM would like a word about "exclusive" owners of oil and gas.

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More from @SadBillAckman

May 27
In a strange turn of event's - I have $SU news that is not shade!

Suncor filed a so crazy it just might work (probably not though) kinda plan with the AER.

Lets look at it together!
$SU is proposing a project called #HOLLER - Heavy Oil Late Life Energy Recovery at MacKay River
So what is $SU's plan for #HOLLER,

It is not about oil recovery!

It is about stripping thermal energy out of the formation after all the oil gold rush is gone
Read 10 tweets
May 26
I feel like it is probably a bad sign to be on LinkedIn's "people also viewed" panel next to a guy just charged by the SEC for running a Ponzi CEO & CIO at EIα Alpha Partners & EIα All Weather Alpha Pa
His deck is still on LinkedIn. 🙈
sO MUCH GREAT STUFF ON THIS SLIDE!
Read 10 tweets
May 26
I had a shower though this AM about how the catastrophizing people do on Climate and the actions that has lead some in power to take are a strong indicator to the 2A side to not give ground.
We see elected and unelected officials across the world declaring climate as an emergency, and mostly this is being done to enact annoying but small things.
So I support Red Flag laws - it is obvious this fuck in Texas was a box of red flags.
Read 7 tweets
May 26
I get the impulse - but you know weighing in on things like guns and climate makes like.. half the population view you are political actors and means they won't take you seriously when like... you actually have subject matter expertise to offer.
Oh you're saying is that "in my medical opinion it would be better if kids didn't get shot" - which like, you don't need a medical licence for.
Remember when all the med experts who told us to stay inside to stop the spread said that going out the George Floyd protests was actually a good thing because racism was such a health risk?

Rightfully people now point to that as when the med community lost a ton of credibility
Read 4 tweets
May 25
PP is a bad idea machine.

He is a Federal Kenney.

If he wins it will be because Canadians are finally done with JT, but he will see it as a mandate to do lots of crazy unpopular shit that will be unpopular and have predictable results.
Politicians were better when they drank more and were mostly lazy.

I don't like JT because of what he is doing, I loathed Kenney because of what he did.

Just stop having ideas - have a drink on the dock, relax.
Hit the beach.
Read 4 tweets
May 25
I'm eating. Image
BAcon fAt - like my ass. Image
They don't really get super crispy like this - but that is OK. Image
Read 5 tweets

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