Daily Standup Top Stories
Vietnam’s shift back to coal is under EU scrutiny
A heat wave in Vietnam in May and June of last year led to major power shortages across the north of the country. Factories owned by some of the world’s largest tech firms, including South Korean tech giant […]
“Big Oil” companies face mounting legal challenges from climate-obsessed groups
Suing the ONLY supply chain source for the products and fuels DEMANDED by humanity is financial stupidity! Never bite the hand that feeds you without a replacement to support the products demanded by our materialistic society. […]
From noble ambition to corporate tokenism: the rise and fall of ESG
As things go up the corporate food chain, they tend to get watered down, compromised or, in extreme cases such as ESG, turned inside out. The catch-all acronym referring to a company’s environmental, social and […]
Houston Storm Reveals Downside of Forced Electrification
We live in a world with more and more devices that require charging. Nothing shows the downside of that better than the recent storm that hit Houston, where thousands of residents still lack power. Houstonians […]
New Microgrid to Provide Resilience for a Houston Data Center and the Grid
The construction of a new 17-MW microgrid for ViVaVerse Solutions, a colocation data center services provider, was announced this week. Located at the former Compaq Computer/HPE headquarters in Houston, the more than 90-acre ViVa Center […]
Oil up on OPEC+ meeting, summer driving season and weaker US dollar
NEW YORK, May 28 (Reuters) – Oil prices gained more than $1 a barrel on Tuesday on the expectation that OPEC+ will maintain crude supply curbs at its June 2 meeting, while the start of […]
Energy Transfer to Acquire WTG Midstream in a $3.25 Billion Transaction
WTG Midstream Owns and Operates the Largest Private Permian Gas Gathering and Processing Business with Assets Located in the Core of the Midland Basin Expands Energy Transfer’s natural gas pipeline and processing network in the […]
Highlights of the Podcast
00:00 – Intro
03:49 – Vietnam’s shift back to coal is under EU scrutiny
06:57 – “Big Oil” companies face mounting legal challenges from climate-obsessed groups
10:22 – From noble ambition to corporate tokenism: the rise and fall of ESG
13:58 – Houston Storm Reveals Downside of Forced Electrification
16:37 – New Microgrid to Provide Resilience for a Houston Data Center and the Grid
20:08 – Market Updates
22:37 – Energy Transfer to Acquire WTG Midstream in a $3.25 Billion Transaction
26:32 – Outro
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Video Transcription edited for grammar. We disavow any errors unless they make us look better or smarter.
Michael Tanner: [00:00:15] What’s going on, everybody? Welcome into the Monday, May 29th, 2024 edition of the Daily Energy News Beat stand up. Here are today’s top headlines. First up, Vietnam’s shift back to coal is now under EU scrutiny. Trying to just get cheap electricity and they go under EU scrutiny. Unbelievable. Next up big oil companies facing mounting legal challenges from climate obsessed groups. This is just unbelievable. So we’ll cover this one. Next up, from noble ambition to corporate tokenism the rise and fall of ESG. I mean, this is this is this this is like a roller coaster. You’re up and you’re down. Who knows where it goes from here. Next up Houston Storm reveals downside of forced electrification. And then finally new microgrid to provide resilience for Houston data center and the grid. Stu. Then toss it over to me I will quickly cover what’s going on with oil and gas prices today. Overall markets today doing okay? We did see, oil rise above $80. Nice. Nice for, all you oil and gas investors out there. No API, crude oil inventories, with the holiday. Yes. Or on Monday. So we will see that, you’ll see that later this afternoon as you guys listen to this. And then on Thursday, we’ll get the EIA numbers. And then we’ll wrap up with energy transfer buying WTI midstream, which is a Permian based midstream, you know, network of pipe, for about $3.25 billion off from a few different equity holders there. We will cover all that and a bag of chips, guys. As always I am Michael Tanner joined by Stuart Turley. First off guys, if you are in the DFW area, you survived the apocalypse yesterday. Holy smokes Stu. [00:02:05][109.9]
Stuart Turley: [00:02:05] Hey, we’ve got Michael on energy news bitcoin co or.com go to resources. You can go up and take a look at power outage. Us at Texas has got 1,050,000 people without power today. [00:02:20][15.1]
Michael Tanner: [00:02:21] Yeah I mean I’ll just give my quick anecdote I was out I like to get a good run in in the morning. Helps calm me down. So I don’t get too wound up. But I was out there in the morning, okay? It went from nothing happening like it was calm as a whistle to all of a sudden I heard the tornado sirens go off a little creepy. And then within a with no joke, within about 60s torrential downpour, I thought I was going to. I thought me and my dog were going to get blown off of our feet. Most people know Sandy sitting behind me. She wasn’t a fan of it. And then a tree branch broke off, blew into a I think it was a telephone line. I had never seen an explosion like that. Sandy about jumped out of her skin, was not happy with the. It was pretty crazy stew. I, I I’ll be honest, I, I, I got caught with my pants down about a mile and a half away from my house, and I was like, oh no. [00:03:17][55.5]
Stuart Turley: [00:03:18] Well, getting ready for our event on Thursday with Ted Cruz, Senator Ted Cruz. I was on the phone with Genevieve. She was without power. David Blackmon was trying to we were producing David Blackman’s podcast. He was without power with, at number. So, you know, there goes power, right? [00:03:37][19.4]
Michael Tanner: [00:03:37] It was on blue. So hope everybody, if you’re in the DFW or you’re one of those million people listening in in Texas that have, their power out, hopefully it turns back on. But let’s go ahead and dive in today’s show. Steve, where do you want to kick us off? [00:03:48][11.2]
Stuart Turley: [00:03:49] Hey, let’s go to Vietnam. Shift back to coal is under EU scrutiny. Here’s a tag line on it. Vietnam is moving away from green energy and back to coal to ensure factories avoid blackouts after costly shortages in 2023. This doesn’t sit well with the EU green ambitions for the South Asian country. I got one thing to say for the EU and the United States and any of the other G7 countries. Good in your finger in other people’s businesses. Can we. [00:04:23][34.0]
Michael Tanner: [00:04:23] Go. [00:04:23][0.0]
Stuart Turley: [00:04:24] Away? Let people put power in. This is stupid. Vietnam needs to go back to coal because it’s reliable. Coal fired power plants account for one third of the country’s total installed power plant in, they just there recently has generated 67%. Of the power sometimes is hit by coal. [00:04:51][26.8]
Michael Tanner: [00:04:52] But I think this is the worst part. So the heat. What what what what spurred all this is this heat wave that’s happening in Vietnam right now. Basically in the months of May and June of last year, okay, led to massive power outages across the north of the country, factories owned by some of the largest. Now, I’m just going to read straight from the article factories owned by some of the largest tech firms. Including tech giant Samsung, expired weeks of blackout that, according to the Vietnamese government, was 1.4 billion in economic losses, roughly point three percentage points of the GDP. That’s pretty ridiculous. You can’t believe that part of your GDP is shot, because the EU is trying to tell Vietnam how it should produce its. [00:05:38][46.4]
Stuart Turley: [00:05:39] Energy, and it comes in here from, president, Ursula. She says that leaked private briefing notes from the UK government officials cast doubts on the ability of Vietnam’s environmental industry to influence other skeptical ministries of the green transition. According to reports in Politico Europe. Here’s my problem on this. Let’s encourage natural gas and replace those coal powered fire plants with clean, burning natural gas. It’s cheaper. You can do LNG imports, you can put in pipelines and let’s reduce. I’m all in for saving the planet. [00:06:18][39.9]
Michael Tanner: [00:06:19] I think from Vietnam’s perspective, though, they don’t have the capital to go build an LNG import terminal. It’s in the infrastructure to build out the L’un. If you don’t have any natural gas or you know, you’re not able to go drill for natural gas yourself, if you’re not able to afford the capital to be able to build an LNG import facility. I mean, at some point you’re you you’ve got to go back to coal. [00:06:41][22.1]
Stuart Turley: [00:06:42] Exactly. Let’s see, this also goes into a bigger picture. And that is I wish the G7 would stay out of Africa. Let’s go with Africa first and get people power first. Let’s get people power. All right. Let me go to the next story before I get all worked up here. Big oil companies face mounting legal challenges from climate obsessed folks. These climate obsessed folks need to go hang out in Europe with Ursula. This is just ridiculous. Shockingly, 80% of the 8 billion people on this planet live on less than $10 a day, and almost half of the world over 3 million live on less than $2.50. And they struggle to stay alive. But yet we are trying to force them, in saying that oil is the problem. Oil is not the problem here again. [00:07:36][54.0]
Michael Tanner: [00:07:37] Yeah, it’s pretty crazy. These number. And again, I’m just going to read straight from the article here. The number of lawsuits against oil and gas companies has risen significantly over the past few years. And you think, oh, well, ESG and we’ll talk about ESG in a bit. ESG has been around for a bit now. It’s not necessarily just, the last couple of years things, but in the last few years, we’ve seen 32 lawsuits that are targeting, you know, oil and gas and fossil fuel companies that are attempting to have them, quote, pay for climate change. Kind of a not a comprehensive but a major list of some of these companies, that are being sued for include Exxon, BP, Chevron, Sonoco, Suncor, sun, Go and Suncor are both Canadian companies shell, ConocoPhillips, Oak Industries and the American Petroleum Institute. They’re coming after the lobbyists now, to which a fair enough, you know, but if I didn’t have any money. So here’s the thing about these lawsuits, they’re usually always going after companies that have money. You notice they’re not going after the little guys. Because isn’t everybody complicit? Then why isn’t it a class action lawsuit against everybody? Well, you know, Exxon Mobil, either if they lose is going to pay up, or they’ll just be willing to settle because it’s cheaper than the litigation. [00:08:45][68.6]
Stuart Turley: [00:08:46] But it’s still a it’s still going after fossil fuels when that’s not the problem. The problem is the government’s spending money. Climate change is is not. Climate change is happening. We’re going to say climate change happens. It’s either by sea, cloud and cloud seeding cloud. You know, how are you want to do it? It is manmade and it is being done however you want to say it, but it’s not caused by fossil fuel. [00:09:16][29.9]
Michael Tanner: [00:09:17] Yeah. Anyway, it’s it’s definitely not. [00:09:20][3.0]
Stuart Turley: [00:09:21] Since the world. This is a great quote, since the world is yet to identify the replacement for fossil fuels that are based off of the supply chain for every product and fuel in society that did not exist 200 years ago. Let’s never bite the hand that feeds you until you have a replacement. I’m all in. Let’s get rid of fossil fuels. Let’s be the first one to say yay! Fossil fuels go away. But you’re not going to make petrochemicals. You’re not going to make, pharmaceutical drugs. You’re not going to make band aids out of a windmill. [00:09:55][34.3]
Michael Tanner: [00:09:56] You’re the only one that would love the grid to go down. I mean, you, every time I tell you my cell phone lost connection, any time I tell you my power’s out, I just see a big grin on your face. Because you’re trying to convince me to go off grid with everything. So. [00:10:09][13.0]
Stuart Turley: [00:10:11] Michael, I’m the one up here putting in twin. Propane turbines are putting solar on the roof, putting a wind turbine on. I’m making my own mini grid, and that’s going to come in on the last story here. So let’s go to the next story, Michael. From some noble ambition, the corporate tokenism, the rise and fall of ESG. How how does electric carmaker Tesla have a lower ESG score than a US oil major? Exxon, a company that spent decades trying to suppress information about climate change? This one just kind of gets me worked up a bit, I think Tesla is going to do well and it’s going to survive. Tesla will be the car electric car survivor. Defend ESG has done a great job with the oil and gas, industry getting the governance side of it back in so that the investors get their money back. ESG did do a great job in the oil and gas. Did that. Did they did take heart on that. ESG has fallen into Alice Wonderland wormhole where everything isn’t what it is, what it isn’t. Trotting out a net zero pledge these days, as bad as significant is telling you, your shareholders you’re interested in making money for the. [00:11:33][82.3]
Michael Tanner: [00:11:34] Yeah, it’s this is what what is absolutely crazy. Tesla has a lower ESG score than Philip Morris, which is the cigaret me what. [00:11:46][11.8]
Stuart Turley: [00:11:46] What I don’t get that that I’m on satellite Morris day in the night. [00:11:49][3.2]
Michael Tanner: [00:11:50] They truly. Well, it goes to show you that there is political motivations behind this. [00:11:56][6.0]
Stuart Turley: [00:11:56] Six of the eight companies, the exceptions were shell and BP also had the goals to increase oil and gas production as well. They should. [00:12:04][8.1]
Michael Tanner: [00:12:05] I mean, you know, Norman Crowley, chairman and founder of Wicklow based Cool Planet, the indices are B.S. because they’re clearly being gamed. And this is a guy whose company, Cool Planet, specializes in decarbonization. He would love nothing more than for everybody to take these analytics seriously. But when he what he’s telling you is that when you have Philip Morris being, quote, more ESG friendly than Tesla, you know, something’s wrong. I just read a great book. It’s, I don’t know the name of it is basically on Jeff Bezos and the roll out of Amazon. And a great quote when your gut disagrees with the data, go check how you’re collecting your data, because generally your guts, right? You know, if you have a metric, you know, the example was there, the metric that said customer support people are getting back to their customers within 90s. While Jeff Bezos didn’t think that in a lot of the anecdotal evidence he was getting from, people saying, hey, I’m spending hours on the phone waiting for a downturn. So what did they do? They just dialed up customer support in the meeting and found out that, yeah, it’s like six minutes. So go back to how are you collecting your data? Because it’s probably doing it wrong if Philip Morris if the data you’re collecting, it’s Philip Morris, a cigaret maker higher than Tesla. You’re collecting your data wrong. And you have. No, I’m gonna I’m you know, I award you no points. [00:13:25][79.8]
Stuart Turley: [00:13:26] No. Let me read you the last paragraph of this article. We appear to have deepening climate crisis. Conditioning with splash here in splash, your climate announcements aided by wooly. And will your ESG metrics. Perhaps it’s time to kill off the concept altogether. Now, I have to say ESG did do a good thing in getting governance, ESG, oil and gas companies there. But, it was overtaken. So let’s go to the next story here. Michael Houston Storm reveals downside of forced elvectrification. This was absolutely a hoot, Michael. As we just mentioned in the show, there’s still a million people out of power right now. This is just unbelievable. Yeah. Biden’s, Energy Department has issued final regulations. Its most stoves so must be electric by 2028. And most water heaters must be electric by 2029. If they are fully phased in use, donations would be far worse off. [00:14:35][68.6]
Michael Tanner: [00:14:35] Yeah. I mean it’s it’s it’s pretty unbelievable. [00:14:38][2.5]
Stuart Turley: [00:14:39] Hey, listen to this. The energy research put out that the United States has 4,000,000,000,000,000 cubic feet of natural gas, enough for 130 years, 1.7 trillion barrels of oil, more than five times reserves of Saudi Arabia, enough for 227 years and 470 billion short tons of coal, enough for 485 years and 50% more than Russia. [00:15:08][28.5]
Michael Tanner: [00:15:09] Yeah, it’s it’s I say this time and time again, an idea is. Great. It’s how you implement it though, and we have done a bad job of implementing electrification. And so, you know, you you can run all the reports you want, but the anecdotal evidence is people aren’t necessarily using electric vehicle. They’re not liking it. They’re worse off than they were before, especially in Houston. Why would you want to strand yourself in the middle of nowhere with an EV? I don’t get it. [00:15:38][29.4]
Stuart Turley: [00:15:39] No. The the now, listening to Doomberg today and David Blackmon, I mean, they were dead on, right? And I guarantee you, I’m going to look at a SUV that is a hybrid. Not for my next car. Besides my Ford. I’m going to have a Ford 350 and a hybrid. [00:15:59][20.5]
vMichael Tanner: [00:16:00] I’m all about hybrids. [00:16:01][0.6]
Stuart Turley: [00:16:02] I’m absolutely. [00:16:02][0.3]
Michael Tanner: [00:16:04] With you on hybrids. The real question, though, is from an EV stamp. You know, I would I think Teslas are sweet. I buy a Tesla, but it’s not going to be my primary vehicle. That’s. I think the key part of all of this is it’s not your primary vehicle. It’s not there yet. [00:16:21][17.1]
Stuart Turley: [00:16:21] And I do not want to have it where it will drive itself away or be able to be hacked or be driven running me over. Look, I got an ex wife out there that hates my guts. Why in the world would I want a car that would drive over me? I don’t know. Let’s go to the next one here. New microgrid to provide resilience fvvvor Houston data Center and the grid. Michael, this is my prediction. This is the the tagline on here. The microgrid will be, located at Via Source Solutions via Center and Houston, a mixed use technology hub that will be home to high performance computing data center, more than 200 data labs, and mission critical infrastructure. What we’re witnessing right now with micro grids, AI, and the advent of this type of article coming out, is you’re going to see electrification becoming, racially motivated and you’re going to hang on. Yeah, I know you threw up and you just threw up for our podcast listeners. Michael Tanner was about to go, Stuart, I’m cutting this podcast right now. Now listen to me. And where I’m going with this is those that have the money are going to be able to afford a microgrid. Those that can afford a microgrid will be able to survive the, ramifications of the bad energy policies, just like the million folks that are out of power in Ercot in Texas today because of the storms and electrification and the bad problems that happen there, those with microgrids will remain up and that the disproportionately impacted communities will not have microgrids because of the costs. [00:18:09][107.9]
Michael Tanner: [00:18:10] So anyway, yeah, it’s I’m with you, you know, microgrids and being able to have redundant systems are going to be critical for this. You know, we talked at nauseum yesterday about data centers and how much power they’re going to be using. So it’s going to be critical. The real question is though are we going to build it smart. You know, the I love my question is. [00:18:38][27.8]
Stuart Turley: [00:18:39] The Goldman Sachs says the the estimates by 2030, the U.S. could need to add as much as 47GW of power generation just to support new data centers. [00:18:49][10.2]
Michael Tanner: [00:18:50] Goldman Sachs never got anything wrong. So I, I’m with you there. [00:18:53][3.3]
Stuart Turley: [00:18:53] Well, they tried to hire you twice. Or where they say where they wrong when they tried to hire you. Are they wrong? They didn’t hire you. [00:18:59][5.4]
Michael Tanner: [00:18:59] I was, I was, I wasn’t bullish enough for them. Okay. You know, I was it wasn’t bullish enough for me where I thought natural gas prices were going. And I said, well, actually, they tried to hire me for their natural gas desk, but I was I was I wasn’t bullish enough. Their oil desk didn’t want to hire me because I wasn’t bullish enough. If you remember, guys, I was I was all over natural gas prices booming and I just so I swung and missed it that one. So. [00:19:25][25.6]
Stuart Turley: [00:19:27] That’s it for me. [00:19:28][0.6]
Michael Tanner: [00:19:28] All right. Well we’ll dive into to finance here, guys. But before we do that, we got to pay the bills around here, as always. The news and analysis are quote unquote analysis you just heard is brought by the world’s greatest website, www.energynewsbeat.com The best place for all your energy and oil and gas news. Doing the team do a tremendous job making sure that website stays up to speed. Everything you need to know to be the tip of the spear when it comes to the energy and the oil and gas business, hit the description below. Links to the articles and timestamps so you can jump around and listen to whatever you want. You can also check us out. Dashboard.EnergyNewsbeat.com. [00:20:05][36.3]
Michael Tanner: [00:20:08] Let’s go ahead and jump into finance guys. Top line numbers fairly flat S&P 500 high. Basically flat Nasdaq, up about a quarter of a percentage point. Two year yields. Exactly. Flat ten year yields down about, five. Yeah. About, you know, 0.04 percentage points. Dollar index fairly flat. We did see Bitcoin drop about 1.6 percentage points after we saw about 5.3 billion of Bitcoin move via two different transactions. This looks to be via a settlement from from the hack from Mt.. I’m not a Bitcoin guy, so I may get this wrong, but yeah, from the stuff I read it looked like it was, settlement from a hack that happened to a Korean bitcoin exchange five, ten years ago. So it seems to me that was, federal regulators kind of just settling that up. We also saw crude oil jump about 2.71 percentage points. Yeah. Jumped 2.1 percentage points currently trading 81 to 8028, which is absolutely unbelievable. nice to see it up above that $80 mark. We did see natural gas prices, up to $2.69. You know, for, for oil, you know, really we we saw a little bit of a weaker dollar today, but but mainly when you combine what’s going on with the projected demand of summer driving season layering, on top of that, it is expected that OPEC is going to continue the cuts, but also possibly sprinkle in maybe a little bit of topper. Which which could happen. You know we’ve got Jim Rittenberg or Jim Ritter Bush of Rittenberg and Associates. You know what. It’s the guy owns his own company. I love this Rittenberg and associates. It’s like, so do you want a hoodie in that laptop? You know, I mean, I look, yeah, we we could talk. We could talk all day. I don’t need to. We don’t need to crap on the guy too much. But his quote is this week’s upsides follows through. Or this week’s upside follow through is being facilitated by significant weakening in the dollar and a growing consensus that OPEC plus will extend production cuts at the upcoming weekly meeting. Whoa. Deep analysis right there. Deep deep analysis. Good for that guy. We have no API crude oil inventories, as we, yesterday, as we saw, due to the fact that we have, where markets were closed on Monday. So as you listen to this, you will see API crude oil inventories in the afternoon. And then on Thursday you’ll see both crude oil inventories, and natural gas inventories, which will be a good the only other things do I saw today. We did see a merger on the midstream side. Energy transfer goes ahead and pays 3.25 billion for Tdg midstream. You know, they are the largest private Permian gas gathering, processing business, with assets located all around, Midland Basin. Some of the highlights here. This expands energy transfers, natural gas pipeline and processing network. By about, you know, 1.3 CF per day. And they got about two more gas processing months under construction for about 2.4 BCF per day. It’s about 6000 lines, miles of gathering pipeline. It also includes a 20% ownership of the B and AGL, NGL pipeline. You know, obviously they they’re estimating some discounted cash flow accretion. So we love that. It was a structure was a mix of cash and equity. Via the purchase. There’s there’s three owners here. There’s three owners as part of this. So Stone peak, Davis Estate and Diamondback Energy were the three companies who owned midstream. So they make a, a nice, nice out of it. Give you an idea. It was 2.45 billion in cash and about 50.8 million new shares of energy transfer. Theoretically, this will close in the third quarter of 2024. We’ll see if if Lina Khan decides to go ahead and approve that one. You know, we don’t know about that. So these pipelines cross Martin, Howard, Upton and Reagan counties. Again, we also, you know, we talked about the eight processing plants. You know, it’s pretty this is going we’re going to see midstream roll up happen because you’re not able to to build new pipeline. So if you’re energy transfer, how do you grow? You can’t grow if you can’t build a pipeline. So the only way to grow is to what is somewhat similar to what’s happening in in the upstream market, except upstream is buying because they’re realizing the cost of drilling on a per barrel basis is more than it is to acquire. So in that scenario, when you have cash lying around, the only thing you can do is purchase. On the midstream side, in my opinion, it comes down to the regulatory environment. You just can’t build a pipe. If you could build a pipeline, I think companies would be building them all over the place. But I think it’s really difficult and it’s there is a obviously a big capital intent, but this becomes much attractive. And, you know, much like we’re going to see, in my opinion, five oil companies in the next five. You know, when we look back 15 years from now, we’re all there’s going to be the USA oil company. It’s all we’re all it’s all just going to be one. They’re going to end up. Regulating. You know that. You know, it’s a whole nother thing we could get into with with what the FTC is going on. And all these lawsuits, you think these lawsuits are going to make it more attractive for people to start their own oil and gas company? No, no, no, no, no, you’re going to end up with three oil companies that truly do have cartel power. Not like what was, alleged by the FTC and what pioneer was doing. Unbelieve I’m still worked up about over that. But what you’re seeing in the midstream space is legislation through regulation forcing now companies to wow, we’re just going to roll up this business. Not good to roll to business. Who does that hurt you? The consumer. Whether or not you’re an oil company who’s got, you know, contracts that may need to come up and be associated by this or you’re a downstream user of this. So this is what happens when you overregulate businesses, you know, the, the, the invisible hand that Adam Smith always talked about. It’s not a bad thing. [00:26:06][358.6]
Stuart Turley: [00:26:07] It’s a bad thing to overregulate. [00:26:08][0.7]
Michael Tanner: [00:26:09] Well, yeah, absolutely. It’s a bad thing. The invisible hand that Adam Smith talked about, which is the markets regulating themselves. Yes. Obviously there are some bad players out there, but you have to look at it as that’s the exception, not the rule. When I think this current administration, and specifically the FTC and Lena, they view that as the rule, not the exception. All right, all right. I’m off my soapbox too. Well, what should people be worried about? Well, what’s coming up here? [00:26:34][25.1]
Stuart Turley: [00:26:35] Well, you and I are going to get to visit, tomorrow on, Thursday for, with, Senator Ted Cruz. So that’ll be a lot of fun. [00:26:43][8.8]
Michael Tanner: [00:26:44] Going to be great. We got to actually practice your speech here so we don’t fumble. But yes, we’ll be great to, to to see Senator Cruz. We appreciate all he’s doing for Texas. It’ll be great to see some of the other members of the NBA family as well. Steve Reese and, and, and Archie Trevino, everybody go check them out. But yes. With that guys. Well, let’s get out of here. Get back to work. Start your Wednesday. Appreciate everybody checking us out. World’s greatest podcast energynewsbeat.com for Stuart Turley I’m Michael Tanner. We’ll see you tomorrow folks. [00:26:44][0.0][1552.0]
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