I spent a good chunk of yesterday on the phone talking with other investors about Sable Offshore SOC 0.00%↑ and where things stand there. In the video, I went over the stipulation on the 10 day timeline, OSFM signoff, and the Permit Transfer. I also got into some of the more interesting data points I have seen over the last week on oil, including Diamondback’s FANG 0.00%↑ latest letter to shareholders, what’s going on in the Permian with rig counts, frac spreads, and the gas to oil ratio. I also briefly covered a couple other topics, including artificial intelligence, inflation, and the broad commodities complex.
Appeals of the Permit Transfers
Legal Code On Appealing The Permit Transfer (Why A Tie Vote Reverts To The Original Decision)
