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Energy Reality Check – Emergency Declaration Edition

Well, it’s official. We’ve finally unlocked the ‘National Emergency’ achievement badge for… basic energy commerce.

The U.S. has declared a Very Serious Emergency™ to unleash domestic oil and gas. Because apparently, sitting on the world’s largest reserves and producing at record levels wasn’t quite dramatic enough. One must have sirens.

This brave declaration allows for the fast-tracking of leases and export facilities—things any sane person might call “normal energy policy,” but now repackaged with the thrilling veneer of crisis management.

Meanwhile, the global markets continue their interpretive dance of volatility. Trump-Putin summits cause $1/barrel swings, India gets tariff-slapped for buying discounted Russian crude (a diplomatic foul, apparently), and China quietly hoovers up the difference.

[stern glare at those who believe energy policy isn’t 90% political theatre]

Here’s the Professional Factualness: Markets will always fragment along geopolitical lines. Supply chains will always adapt to sanctions. And energy security will always require actual energy, not just strongly-worded memos about it.

The real emergency is pretending that physics, geology, and economics can be suspended by a PowerPoint presentation.

Science!

What’s your take? When does a “routine business decision” get to dress up as a “national emergency”?

#EnergyRealities #ProjectManagement #GeoPolitics #EnergyPolicy #OilAndGas

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FROM THE THREAD

Tom's notes 25

  1. Tom Kirkman
  2. Tom Kirkman
  3. Tom Kirkmanreplying to MATTHEW LYON

    I can't wait till the AI tries to imitate my Time Travelling Duck, Electric Cow, Quantum Bunny Rabbit, Schrodinger's Duck, etc.

  4. Tom Kirkmanreplying to MATTHEW LYON

    I can't wait till the AI tries to imitate my Time Travelling Duck, Electric Cow, Quantum Bunny Rabbit, Schrodinger's Duck, etc.

  5. Tom Kirkmanreplying to Jason Brackin

    yes, I was surprised at how much it could imitate my musings here.

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