Billy Bailey
@wrbailey8Former HF PM turned Private Equity. BAMA. Believer. Energy/Investing/College Football/Wine & Political Enthusiast. Tweets are mine & don’t reflect corp view!
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While bittersweet, I closed @SaltstoneCap after receiving an offer to join BP Energy Partners @boonepickens #PE I cannot be more excited to pour into other entrepreneurs who are seeking to #PracticallyDecarbonize #Energy Pls listen/reach out/retweet!👇🏻 podcasts.apple.com/us/podcast/in-…
We’re at a critical point in history where college kids’ thoughts on 9/11 aren’t from experiences or memories but rather teachings. It’s on us to educate them, to inspire them, and to ingrain in their minds why we must #NeverForget911 🇺🇸🇺🇸
For the #Midland boys on x “Out in Midland” #oott #oil #ng music.apple.com/us/album/midla…
Silicon Valley’s Coming Energy Crisis Oil, gas and pipeline companies hold the keys to Silicon Valley’s future. Barring a rapid and unlikely build-out of domestic nuclear power, natural gas will power America’s AI future. #oott wsj.com/articles/silic…
Hmmm… Exclusive: Double Eagle explores $6.5 billion sale of shale oil producer, sources say 👇🏼👇🏼👇🏼 #oott #oil reuters.com/business/energ…
This one could be next… 🧐 “we’re the last remaining entity of scale remaining in the #Permian and we like to sell companies” @CodyC64 #OOTT #Oil #THRIVE2024 Double Eagle has 60kna & is running 5 rigs currently. Sounds like the blocking and tackling could be complete 👀
Not “all” sports lose money for each university Sadly, the expense cutting mechanism will be to drop the sports that lose money… With the exception of a small few, it’s football & men’s basketball that subsidize all others. @JohnArnoldFndtn
Rutgers lost $54 million in college sports last year*. UConn lost $30 mil. UCF and Houston lost $40 mil. Athletics is a money pit for all but a couple dozen schools, with the median losing $16 mil/year. The settlement with college athletes adds another $20 mil expense. Growing…
Microsoft’s AI Push Imperils Climate Goal as Carbon Emissions Jump 30% “In 2020, $MSFT unveiled what we called our carbon moonshot. That was before the explosion in artificial intelligence,” he said “So in many ways the moon is five times as far away” bloomberg.com/news/articles/…
“One of the challenges here is while society wants to see emissions reduced, nobody wants to pay for it” $XOM CEO, Darren Woods —🌍🌱 We need practical solutions to bridge the gap
A pioneering bill to slow fast fashion gets approval from France's lower house. “The bill specifically targets fast fashion giants, calling for companies to disclose their products’ environmental impact.” 👀 #oott #enviro #france apnews.com/article/fast-f…
You have to love @Starbucks innovative recycling solutions where they fool you with separated squares but the collection bin is one and the same!!! 🚮♻️ 🙄 #sustainability #impact
Music to Mr. Pickens’ ears! Cleaner, Cheaper, Abundant, and Ours! Unleash 🇺🇸 Natural Gas. It’s the 🌎’s answer for a cleaner and sustainable future!
Rutgers lost $54 million in college sports last year*. UConn lost $30 mil. UCF and Houston lost $40 mil. Athletics is a money pit for all but a couple dozen schools, with the median losing $16 mil/year. The settlement with college athletes adds another $20 mil expense. Growing…
On cutting their wells turned in line for 2024… “The traditional response for a gas co is to cut rigs, but when you do that you impact gas next year and we wanted to impact it today” $CHK CEO, Nick Dell’Osso #ONGT #NG #ONGT #OOTT
Aethon is going through significant growth & are planning to reduce activity OT as move into more maintenance… They’re looking at curtailment & deferred completions in the Hville but recognize significant demand pull given future #LNG 7 rigs today 2.7bcfpd gross #ONGT #THRIVE
This one could be next… 🧐 “we’re the last remaining entity of scale remaining in the #Permian and we like to sell companies” @CodyC64 #OOTT #Oil #THRIVE2024 Double Eagle has 60kna & is running 5 rigs currently. Sounds like the blocking and tackling could be complete 👀
The Oil Industry Keeps Getting Younger – Texas Monthly $FANG is led by 62-year-old Travis Stice, but waiting in the wings is @KVanthof a 37-year-old former tennis phenom from Southern California #oott texasmonthly.com/news-politics/…
“COP was a bidder, but Endeavor had more cultural affinities with $FANG, he said. Diamondback’s office is down the street from Endeavor’s, and both companies’ operations are centered on the Midland Basin.” $COP Shell $PXD $XOM all hunted, but $FANG snagged it #OOTT
Great story ➡️ A Texas Oil Driller Banks a $26 Billion Deal, With Regrets Prostate Cancer 🙏🏻, Southwest Airlines, Old Land Cruiser and Family “I’ll miss the people there,” he said of Endeavor. “It was kind of a little family.” #oott wsj.com/business/energ…
.@POTUS has joined forces w China to pander to the youth in hope for votes… FYI, TikTok is still banned by the White House on government devices…🙄 politico.com/news/2024/02/1…
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Who to follow
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Dan Pickering
@pickeringenergy -
David Heikkinen
@heik_energy -
Robert Clarke
@RobertClarke_WM -
EnergyCynic
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Peter Sutherland
@econ_713 -
Kaes Van't Hof
@KVanthof -
NextWave EFT
@NextWaveEFT -
Faux Me Right?
@FauxRight -
MOAR Drilling
@MOAR_Drilling -
Tom Loughrey
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Chuck Yates (He / His / Him)
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Aubrey___K
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