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![kenwday Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1587806291803533313.png) Ken Day [@kenwday](/creator/twitter/kenwday) on x 1344 followers
Created: 2025-07-18 16:20:17 UTC

The deal was evidently underwritten with a $5/mmbtu gas and ~$100/bbl oil pricing assumption. The Schusterman family carved out some GoM assets, but otherwise ignored the risks of historically volatile commodities.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946243636716249458/c:line.svg)

**Related Topics**
[$100bbl](/topic/$100bbl)
[$5mmbtu](/topic/$5mmbtu)

[Post Link](https://x.com/kenwday/status/1946243636716249458)