Kent Fellows
@gkfellows.bsky.social
Professional + Amateur + Immature Economist
MPP Grad Program Director at the University of Calgary School of Public Policy (as yet, no one has ever called me Director Fellows though).
MPP Grad Program Director at the University of Calgary School of Public Policy (as yet, no one has ever called me Director Fellows though).
Depends on how many, and which, firms and projects are on the right and wrong sides of the intensity standards.
But yes.
Also, I don't mean to be (too) cynical here but important to remember that TIER is very poorly understood (both in industry, and outside of it).
But yes.
Also, I don't mean to be (too) cynical here but important to remember that TIER is very poorly understood (both in industry, and outside of it).
November 29, 2025 at 6:31 AM
Depends on how many, and which, firms and projects are on the right and wrong sides of the intensity standards.
But yes.
Also, I don't mean to be (too) cynical here but important to remember that TIER is very poorly understood (both in industry, and outside of it).
But yes.
Also, I don't mean to be (too) cynical here but important to remember that TIER is very poorly understood (both in industry, and outside of it).
Only when startled by an Owl.
November 29, 2025 at 6:27 AM
Only when startled by an Owl.
No joke: The very first time I saw one in my yard, it was 7am, and I was *ahem* using the facilities.
Turned my head to look out the bathroom window, and here's an owl on a tree branch literally watching me pee through the window from less than 5 feet away. Scared the hell out of me.
Turned my head to look out the bathroom window, and here's an owl on a tree branch literally watching me pee through the window from less than 5 feet away. Scared the hell out of me.
November 29, 2025 at 6:25 AM
No joke: The very first time I saw one in my yard, it was 7am, and I was *ahem* using the facilities.
Turned my head to look out the bathroom window, and here's an owl on a tree branch literally watching me pee through the window from less than 5 feet away. Scared the hell out of me.
Turned my head to look out the bathroom window, and here's an owl on a tree branch literally watching me pee through the window from less than 5 feet away. Scared the hell out of me.
"What do we want?!"
"MORE PIPELINES"
"When do we want them?!"
"AFTER THE CPC GET ELECTED!"
"MORE PIPELINES"
"When do we want them?!"
"AFTER THE CPC GET ELECTED!"
November 28, 2025 at 11:40 PM
"What do we want?!"
"MORE PIPELINES"
"When do we want them?!"
"AFTER THE CPC GET ELECTED!"
"MORE PIPELINES"
"When do we want them?!"
"AFTER THE CPC GET ELECTED!"
Potentially some collateral damage, but I suspect I'm gonna be ok.
a man and a woman are standing next to each other and the woman is wearing a fur coat
ALT: a man and a woman are standing next to each other and the woman is wearing a fur coat
media.tenor.com
November 27, 2025 at 5:16 AM
Potentially some collateral damage, but I suspect I'm gonna be ok.
Correction: AGriftFromTodd (gotta get the citations correct).
November 26, 2025 at 6:15 AM
Correction: AGriftFromTodd (gotta get the citations correct).
Reposted by Kent Fellows
Macro folks love to view oil as a purely financial asset.
But if macro flows drive price higher, that accelerates supply growth and nerfs demand, reasserting fundamental balance.
Oil always needs to clear the *physical* spot market—this ain’t bitcoin, and it’s not just vibes.
But if macro flows drive price higher, that accelerates supply growth and nerfs demand, reasserting fundamental balance.
Oil always needs to clear the *physical* spot market—this ain’t bitcoin, and it’s not just vibes.
November 22, 2025 at 7:35 PM
Macro folks love to view oil as a purely financial asset.
But if macro flows drive price higher, that accelerates supply growth and nerfs demand, reasserting fundamental balance.
Oil always needs to clear the *physical* spot market—this ain’t bitcoin, and it’s not just vibes.
But if macro flows drive price higher, that accelerates supply growth and nerfs demand, reasserting fundamental balance.
Oil always needs to clear the *physical* spot market—this ain’t bitcoin, and it’s not just vibes.