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[@RobertClarke_WM](/creator/twitter/RobertClarke_WM)
"Here's the CNBC clip w/ the OXY Barnett commentary. Again was a bit surprised to see it get the early spotlight RE: an OxyChem sale discussion. Checked CrownRock sides and Barnett was called out"  
[X Link](https://x.com/RobertClarke_WM/status/1973869984918220855) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-02T21:57Z 7950 followers, 7034 engagements


"Narrator - "The Pioneer acquisition is really what put ExxonMobil's unconventional portfolio on the map." Me - "Let me check my 2011 notes real quick." N.B. As we think about the importance of future opex in shale see XOM including oil sands in their unconventional portfolio"  
[X Link](https://x.com/RobertClarke_WM/status/1980010747846443448) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-19T20:38Z 7950 followers, 5894 engagements


"EOG spudding UAE shale wells before year-end. Reports from Istanbul last month said Continental would start drilling in Turkey very soon too. This is lightening speed for international shale activity vs. the 2010s. It took 36+ months to even permit then"  
[X Link](https://x.com/RobertClarke_WM/status/1963210128015913237) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-09-03T11:59Z 7946 followers, 6359 engagements


"Florida upstream tweet today RE: Aggies vs. Gators. (Last week's Mississippi post appeared to be a fun read for folks.) Florida explorers had a really bad go in the early 1900s. But things got a bit spicy after that. (1/3)"  
[X Link](https://x.com/RobertClarke_WM/status/1977161445956809131) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-11T23:56Z 7947 followers, 1501 engagements


"If you think tight oil doesn't have some tricks up its sleeves go spend a few days in Midland. Opex efficiency smarter completions new zone derisking water management technologies. Long list. Operators ready to show resilience"  
[X Link](https://x.com/RobertClarke_WM/status/1978850343359263203) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-16T15:47Z 7950 followers, 33.7K engagements


"Bossier research ongoing. This 2006 DVN slide is something I'd totally forgotten"  
[X Link](https://x.com/RobertClarke_WM/status/1980069502147539009) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-20T00:32Z 7950 followers, 4949 engagements


"Cost of supply was between US$3.50/mcf and US$3.85/mcf in real terms last time the play was drilled in earnest circa 2018. Super high level summary slide from almost XX years ago. (3/n)"  
[X Link](https://x.com/RobertClarke_WM/status/1979604427293032954) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-18T17:44Z 7946 followers, XXX engagements


"3) Has been a case study in low capex shale longevity. Chart below speaks for itself. Beautiful profile that some might say even looks a bit conventional. 4) Trailblazer in transferring dominant shale assets from stalwart developers to mature field specialists. (5/n)"  
[X Link](https://x.com/RobertClarke_WM/status/1979604433064579092) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-18T17:44Z 7946 followers, XXX engagements


"SWN sold to Flywheel before Devon sold its Barnett to BKV. 5) Also introduced deeper zone longer-dated upside concepts while also setting more realistic commercial expectations. Remember the Moorefield zone Another old (2018) summary graphic below. (end)"  
[X Link](https://x.com/RobertClarke_WM/status/1979604436000391543) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-18T17:44Z 7945 followers, 1044 engagements


"Here's a bit more context around the XOM quote that seems to be flooding my feed this morning. Most folks on energy twitter know tight oil's trajectory changes at $60/bbl"  
[X Link](https://x.com/RobertClarke_WM/status/1977748154947678380) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-13T14:47Z 7947 followers, 3018 engagements


"Five reasons the play was really cool. 1) Showed creative vertical integration for cost savings. SWN supplied its own proppant through a riverbed dredging operation. 2) Home to breakthrough deals of international upstream capital into US shale - BHP in this instance. (4/n)"  
[X Link](https://x.com/RobertClarke_WM/status/1979604430363193745) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-18T17:44Z 7946 followers, XXX engagements


"@ScottTheGeo No doubt it seems off today if the portfolio is just US onshore. But recall how 'global' and diversified DVN was XX years ago. 😉"  
[X Link](https://x.com/RobertClarke_WM/status/1980080895513219159) [@RobertClarke_WM](/creator/x/RobertClarke_WM) 2025-10-20T01:17Z 7947 followers, XXX engagements