Our first Live stream event was not without some first hiccups, but we managed through it.  If you have any comments, please share below!   Podcast

58 witnesses were announced for the RRC commission hearing that will occur today to discuss temporary proration units to curb production in Texas.  In the stream of news that is all COVID, every day, I am so excited for a break that even a regulatory hearing gets me downright giddy. Using the RRC powers to curb production is a hotly contested issue and, after totally dropping the ball on regulating flaring, the RRC comes back into focus with a far...

Source: Outkick the Coverage, by Clay Travis Recent data — eight straight days of declining new daily infections — and a recent decline in deaths, we hit a six day low yesterday, accompanied by a prolonged weekly plateau in deaths as well, suggest we have reached the peak of the coronavirus outbreak in this country. The story of America’s response to the coronavirus offers a wealth of story lines that will be examined for weeks, months and years to come. In fact,...

David was invited to weigh in his thoughts on the Flipping the Barrel podcast - Listen in! https://www.flippingthebarrel.com/podcast/boom-to-bust-with-hottakeoftheday-host-david-ramsden-wood  

I hope you had a wonderful Easter weekend. I was sent an article yesterday in defense of social distancing, written by some scholars at MIT.  In short, it uses the Spanish Flu in 1918 to demonstrate that cities who social distanced experienced a sharper economic recovery.  Now, not to be "that guy" but in 1918, World War I had just ended, the car had just been invented (replacing the horse), life expectancy (post war) was 53 years old, and airline...

A quick #hottakeover-your-Easter episode, from our house to yours.  Be Safe.  Be Good.  Have a Great Week. Podcast    

I am not broadly known as an optimist, which means I analyze a situation and say what I think, not what I feel.  For those who have read the #hottakeoftheday for a long time, you know that I spend zero time thinking about how what I say will be interpreted, and this isn't a new trait for me.  I once responded to a senior colleague of mine when they asked "Why don't you have more patience for me, do...

On March 8th, I penned a post called "I'm Scared".  In my view, March 6th and 7th changed future investment in U.S. shale oil forever.  Already crippled by debt, declining inventory and accelerating declines, my thesis was (and is) that the U.S. hit peak oil production in November 2019, regardless of what ultimately happened as a result of COVID-19. Russia's announcement March 6th that it was rejecting it’s share of production cuts of work 500 mbo/d as part of the...

For Episode 34, I sat down with Robert Kalbouss to chat all things energy (the parallels and challenges of wind and solar and oil and gas); respecting the person making arguments that don’t agree with your point of view; analysis of data and the scientific method and Rob turned the tables and asked me about the origins of the troubles the oil and gas industry was facing prior to March 7 and what it means now. Robert has been an avid...

Remember when "Flattening the Curve" meant preparing hospitals for an onslaught of patients and making sure we didn't overwhelm the hospital systems across the country?  Are hospitals overwhelmed?  (No, right now we are barely getting by but..... that could change any second...just ask Governor Cuomo auditioning for Federal office). It feels a lot more like the mandate has changed to "let's not let anybody get sick".  Going out is selfish?  Really?  Didn’t you leave your house, too?  It’s not like...