BAWCAW @GallusRex

Behold the divine right of wings Joined September 2017

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BAWCAW @GallusRex

2 weeks ago

@tinbot2

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BAWCAW @GallusRex

3 weeks ago

@politicalham Open uses rystad. They've been more accurate than the IEA repeatedly.

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BAWCAW @GallusRex

4 weeks ago

@cselley Nice, now the AI can do the work for them while they watch YouTube all day.

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@KristinRaworth I thought i was going to get the policy chops and pragmatism of the PCs and the anti patronage, pro liberalism of the wild rose. Turns out I got the nepotism and sliminess of the PCs and the policy chops of the wildrose.

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BAWCAW @GallusRex

a month ago

@_CalGore @peteremcc @godougwinters Ya, that's why they sued when the feds rejected the one. aptnnews.ca/national-news/…

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BAWCAW @GallusRex

a month ago

@howardanglin @scoopercooper Nate rn

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BAWCAW @GallusRex

a month ago

@Titor2035 @Jlavoiep @adamchamb Ah lewis, only a near decade of being proposed!

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BAWCAW @GallusRex

a month ago

@Titor2035 @Jlavoiep @adamchamb Both. But no greenfield and a shrinking list of producers isn't exactly a great sign. Particularly when expansions like base mine have been in purgatory since 2020

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BAWCAW @GallusRex

a month ago

@Titor2035 @Jlavoiep @adamchamb Most large mines and sagd hit nameplate prod, or nameplate + in 2019-2021 (as far as I know). Cve and cnq have largely grown through m&a. But point taken on low cost, particularly Christina lake

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BAWCAW @GallusRex

a month ago

@Jlavoiep @adamchamb Theyre multinational companies. They go where they can predictably build in terms of costs and timelines. Canada is unpredictable, high cost, and everyone and their dog thinks they understand industry so it's also political

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BAWCAW @GallusRex

a month ago

@Titor2035 @Jlavoiep @adamchamb Yes, but payback takes a long time in many cases (eg MEG). The deckine in cap ex isn't due to this, its due to Canada not being attractive. There hasn't been any greenfield oil sands development in years (last completed was 2018 I think)

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BAWCAW @GallusRex

a month ago

@Jlavoiep @adamchamb Proximity to their head office absolutely does not matter. If it did, the north sea would be booming. It isn't because UK is a train wreck. Oil and gas (and mining) isn't stable. It is high risk, with high opex and capex.

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BAWCAW @GallusRex

a month ago

@Titor2035 @Jlavoiep @adamchamb Op ex is lower on the oil sands side, cap ex certainly isn't.

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BAWCAW @GallusRex

a month ago

@Jlavoiep @adamchamb Guyana, not Guiana.

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BAWCAW @GallusRex

a month ago

@Jlavoiep @adamchamb Shell (iraq) Total SA (West africa) and Exxon (Guiana) certainly see things differently than you

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BAWCAW @GallusRex

a month ago

@Jlavoiep @adamchamb What does this even mean? Canada's share of world upstream o/g cap ex is half once it once was. Capital is mobile, those who can leave simply do if regs are too punitive. Most Canadians have no measure of high environmental standards for upstream o/g. Its just vibes.

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BAWCAW @GallusRex

a month ago

@BlairKing_ca In his defence, the whole "energy expert" thing is just sophistry. Him and Fawcett are the energy experts for people who don't like energy

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BAWCAW @GallusRex

a month ago

@Pembina This is like 825 million a year on liquids alone in alberta.

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BAWCAW @GallusRex

2 months ago

@TigerrWise @PierrePoilievre I'd prefer a strong currency, because then I have more purchasing power. I take money, get stuff. Its a better deal than having a worse currency so you can limp along the auto industry because we need unions or something.