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redbuckman.bsky.social
271 posts 825 followers 195 following
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Ethane REJECTED. (This is hilarious if you process natural gas) NGL exports are something not a lot of folks get into, glad to see some attention here in my wheelhouse.

submitted 4 days ago • 0 comments

How does the fever break? Corporate interests pressing on senators? I doubt the market will be enough but it’ll be the quickest thermometer.

submitted 17 days ago • 0 comments

A great read on the many issues with oil and gas in the current administration. I’ll also note there’s a bit of fun going on with oil-gas, in that as oil production decreases it’s slightly bullish gas as trash (associated) gas disappears some.

submitted 24 days ago • 1 comment

It’s poetic there’s an egg shortage and auto tariffs. It’s back to the 1970s with the Chicken Tax.

submitted 25 days ago • 1 comment

I typically think of many things as a chemical plant. I should probably read the book but for any process you need to understand demand or you risk orphaning your production in a sense.

submitted 25 days ago • 0 comments

One of my thoughts in the abundance discourse is many times there is a Field of Dreams assumption, if you build it they will come. Who pays the carrying cost for the abundance? Are you suggesting private capital/ government and how are you agreeing on production levels?

submitted 25 days ago • 1 comment

Tim gets at the one use case k really care about in the ML/AI space: making fluid dynamics and process simulations so cheap I can run any dynamic model I want for pennies. Think of the optimization and frontiers possible.

submitted 30 days ago • 1 comment

Maybe I’m being too clever but to me (a pilot and engineer) there’s this sort of Societal Minsky Moment where we’ve had stability in certain sectors for so long we’ve become communally immune to imagining risk properly.

submitted 32 days ago • 1 comment

One man’s resiliency is another man’s waste, one man’s inefficiency is another man’s flexibility. Pick your poison, just know what you’re picking.

submitted 33 days ago • 0 comments

I agree with this hypothesis. A good middle manager is also quite a good generalist in most engineering organizations. Most leaders which for extreme specialization and optimization from engineers, but I find my ability to speak electrical and controls a big asset as a mechanical guy.

submitted 33 days ago • 0 comments

Of course there hasn’t been any justification, just increased uncertainty. There is low confidence in permanence due to a lame duck term. I was joking it takes 4 years to grow avocados, what factory will be up and running any quicker? Better to have a few loans in my opinion.

submitted 44 days ago • 0 comments

With everything going on I like to think I was a bit prescient on my comments here:

submitted 45 days ago • 0 comments

There’s a big discussion on Amazon’s diesel backup plans in Minnesota. I think as long as they meet air permits it’s probably ok to have these. They did go Tier 4 emissions and if you don’t want them running then keep the grid on. Interesting planning discussion. www.startribune.com/amazon-must-...

submitted 49 days ago • 0 comments

I was wondering if this would be repealed. I did a lot of work on this and the AP is wrong here, basically every company would have been liable for a fee as gas moves through the processing facilities. apnews.com/article/meth...

submitted 51 days ago • 1 comment

If your project doesn’t have a shovel already in the ground then I don’t see how you green light any manufacturing in the next 4 years. The uncertainty and therefore discount rate or whatever metric you want is simply too high.

submitted 51 days ago • 1 comment

My Pipeline Politics book has so much fodder now I better actually write it. An entire chapter on IS-Canada. Do we think he knows who TC Energy is?

submitted 55 days ago • 1 comment

This is nicely summarized, and the Petrostate vs Petrostate production and price effects will be difficult to square.

submitted 62 days ago • 0 comments

I’m reading random books on financial crises and they always seem to mention a “safety valve” talking about Fed lender of last resort. This is an industry term and I’m just curious how it found its way into financial metaphors.

submitted 63 days ago • 0 comments

I’ve been wondering when the lawyers wake up to the contract law implications. This is the foundation for all business and contract law isn’t like constitutional law. -technical guy who reads more contracts than he likes to

submitted 66 days ago • 0 comments

I enjoyed the “everything was the oil market” 1980s connection. Really hit the spot for my hobbies. Energy as a primary input to promises, makes you think.

submitted 68 days ago • 0 comments

I dunno man. I look back through a pandemic recovery as a Dad, and I think most employment recovery analysis needs to consider childcare issues in the US. A lot of analysis on the past 4 years that will be interesting to discuss after these next 4 years I think.

submitted 69 days ago • 0 comments