1) You don’t just “open a valve” to increase oil production.
It is extremely capital & time intensive to extract hydrocarbons
You have to get permits approved, construct locations, drill the well, frac the well, build production infrastructure etc.
Feb 20, 2022 • 8 tweets • 2 min read
Geothermal promises to be one of the cleanest and most abundant energy sources in the world.
But there is a major hurdle I'm trying to wrap my head around:
"Is the market large enough for the commercialization of technology?"
👇
The future of geothermal means drilling very deep and hot wells
We're talking potentially 15,000 ft.- 20,000 ft. deep and temperatures as hot as 700 degrees F
In contrast, oil wells in the U.S. are typically around 10,000 ft deep and the hottest formations are ~300 deg F
Dec 7, 2021 • 17 tweets • 3 min read
A NASA engineer lost Silicon Valley $500 million while searching for oil with Soviet fighter jets.
Here's the wild story you have probably never heard 🧵
Erlend Olson spent 14 years working at the NASA Jet Propulsion Laboratory before cofounding his first company in 1998.
Pivotal Technologies made chips for small electronics and in the dot-com era, they were able to sell out for $605 million after two short years.
Feb 2, 2021 • 10 tweets • 2 min read
Oil and gas isn’t dead.
Doesn’t matter what you think or what messaging you try to project, the world is reliant on hydrocarbons and it will make up the majority of energy production for the next few decades.
Random thoughts ahead:
1) If you’re in oil and gas: climate change is real.
Denying it doesn’t change people’s mind about the O&G industry.
It’s pretty easy to understand that carbon in the atmosphere traps heat and warms the planet.
Feb 1, 2021 • 6 tweets • 3 min read
Alright here’s some idea development around the world’s largest pizza party:
1) We should run it as a fundraiser and give all proceeds to the Barstool Fund. Maybe if we all tweet @stoolpresidente he can join us and lead us with the largest “one bite everyone knows the rules”
2) @DeadCaitBounce can give us ingredients for a cocktail of the night and walk us through making it.
Sounds like @Chilis might be down as well to hook up with some margarita kits?
Jan 31, 2021 • 7 tweets • 2 min read
I’ve been creating content for 4-5 years and didn’t start getting traction until the last ~2 years.
It’s a a game of compounding, have to build it brick-by-brick.
Everyone looks to go viral for growth and that’s rarely ever the way.
Mr. Beast has been creating YouTube videos for 9 years and most of his audience has grown in the last couple of years.
Dave Portnoy has been running Barstool Sports for nearly 20 years.
Jan 2, 2021 • 12 tweets • 3 min read
One of the people I’m most impressed by is Scott McClelland, president of H-E-B.
If you aren’t familiar with H-E-B, they are a local Texas grocery chain that does $31 billion in annual revenue making them a top 10 private company in the U.S.
There are two things that amaze me about Scott and H-E-B
1) Their logistics and supply chain during crisis response.
2) Their branding and customer loyalty.
Dec 31, 2020 • 15 tweets • 3 min read
We recently had one of the most impressive people and founders I've ever met on the podcast.
She grew up in poverty in Israel, served in a combat unit, earned 6 degrees, is fluent in 5 languages, invested in startups and is now an energy startup founder herself.
Check it out👇
Shoshi Kaganovsky was born in Russia where her family faced persecution for being Jewish.
Her father passed away before she was born and at 5 years old her mother made the decision to move their family back to Isreal.
May 21, 2020 • 12 tweets • 3 min read
Idk how you guys are sleeping on LinkedIn, it’s getting pretty lit since the price collapse, lots of gold shit talking.
Let’s see how posting an Anti-Trump post in O&G works out. 👀