SBA Profile picture
May 27 10 tweets 5 min read
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
So the plan is to use tailing water from base plant, and to inject it down the injector wells of these two well pairs. at the rate of 650-1000 cubes a day per well and produce the heated water via the existing producer. $SU #HOLLER
At this point $SU will just record data from the water and truck it back to base plant, but if #HOLLER works it could recover some of the thermal energy in the formation. that could go to supplement steam gen for newer pads or other uses.
I can already hear the truck drivers talking about how dumb this is, I would not agree but if I were in the field - ya I might think this is stupid. $SU #HOLLER
I just did a quick patent search and it does not appear $SU has filed anything in this area - which is fine we are all about sharing tech
All wells have a lot of variance - but it is staggering how good we have gotten at drilling SAGD wells in the past 20 years.

These have been in operation for 20 years and have only made 2.3 mmbbls between them.

It took a lot of blood, sweet and capital to get good at this. $SU
Weirdly $SU's own site says this is also about disposal of tailings.
Hum... $SU speaking out of both sides of their mouth?

$SU to AER - we will produce almost all the water back

$SU to sustainable investors - this helps solve the tailings problem.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with SBA

SBA Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @SadBillAckman

May 27
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.
Read 5 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

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(