Everything posted by PTINS
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Transfer Cycle 2025-2026 - Stop Being Poor
Woodcock Guy? Boom!!! So much more fun when I open Surly, and the first thing I see is that we got Coleman, and flipped Hollywood from 'bama. Allowed me to speed reed 20+ pages of $9.95 by skimming the normal dribble.
- Transfer RB Hollywood Smothers
- 2026 Transfer WR Cam Coleman
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2026 Transfee LB Justin Cryer
- Things not going well in Venezuela
From Julia Davis, January 8, 2026 A Sobering New Year for Russia’s Propagandists A Sobering New Year for Russia’s Propagandists, Russia’s new year is off to a rocky start, as its hopes and dreams are dashed by reality. Just one month ago, Sergey Karnaukhov, who hosts the program Karnaukhov’s Labyrinth on the Solovyov Live channel, confidently boasted that the Kremlin fortified its Venezuelan Comrade, President Nicolás Maduro. Using words he later came to regret, he said: “Maduro made the right decision: he started to rely on Russia . . . If it wasn’t for Russia, Venezuela would be on fire right now.” Karnaukhov predicted that if there was any attempt by the United States to act against Venezuela, it would be able to sink all the American ships, using an array of Russian weapons. He added, “How did we do it? At some point in time, movies will be made about it, books will be written about it.” In January, after an audacious US raid on Venezuela that ended with Maduro’s capture, Karnaukhov’s humility was restored. He meekly surmised: “If Russia stands in America’s way, it will crush us too.” Head of RT Margarita Simonyan expressed jealousy about US capabilities, apparently referring to Russia’s multiple failed attempts to kidnap or assassinate the President of Ukraine, Volodymyr Zelenskyy, in contrast to Maduro’s rapid extraction to the United States. Appearing on a radio show, In More Detail, political scientist Alexander Kazakov advised the Russians to lean into the principles of the Dutch philosopher Baruch Spinoza: “Do not weep; do not wax indignant.” Host Marat Bulatov chimed in and urged fellow Russian citizens to stop demanding a statement by Russian President Vladimir Putin in response to America’s recent actions. He said, “Don’t look for our president, since many are asking right now, ‘Where is the president of Russia? What happened?’.” Bulatov correctly anticipated that Putin wouldn’t rush to say anything. Instead, in his televised remarks during the Orthodox Christmas celebrations, the Russian president inferred that his country’s invasion of a neighboring country is not merely a “special operation,” but a crusade directed by God. This reaffirmed that recurring statements by government-directed state media about a “holy war” are a state-approved propaganda narrative. The events of the new year have sobered Russia’s regime mouthpieces. In December, the decorated state TV host Vladimir Solovyov was thrilled with the outcome of the meeting between US President Donald Trump and President Zelenskyy. He predicted that Ukraine would be sidelined and the US would ally with Russia against Europe. Instead, the United States, with support from the British armed forces, seized a Russian-flagged oil tanker in the North Atlantic on January 7. The Marinera is described as part of a shadow fleet carrying oil for Venezuela, Russia, and Iran to circumvent US sanctions. The state media outlet TASS reported demands from Russia’s Foreign Ministry directed at the United States: “Taking into account reports that there are Russian nationals among the crew, we demand the American side ensure proper and humane treatment of them, strictly observe their rights and interests, and put no obstacles for their soonest return to the Motherland.” White House press secretary Karoline Leavitt said that the crew might be subject to prosecution in the US. During his show on January 7, Karnaukhov noted: “The reaction in Russia to the arrest of our ship is very boisterous, especially among the experts. They are starting to demand harsh measures from the government. People say that everything starts with small things. If we respond solely with notes of protest, gesticulating with our hands and drawing our red lines that faded long ago, Americans will understand that everything is permissible.” During his show Gasparyan on January 8, host Armen Gasparyan reported “mighty discontent” among his viewers over Venezuela and the ship seizure. They had been writing to the show in significant numbers to express their upset, and to complain that “Donald Trump failed to meet their expectations,” he said. He said viewers were angry because some state propagandists (who he referred to as “certain fools”) had convinced them that the US-UK relationship was broken, something contradicted by the joint military operation to seize Marinera. According to Gasparyan, Russians believed “deteriorating relations between Buckingham Palace [sic] and Trump” were so severe that “this alliance was dead.” Russia’s influential and extreme “Z-bloggers” were so disturbed by the latest turn of events that some asked whether the American president should be “allowed to physically live out the remainder of his term.” In a post on Twitter/X, the ultra-nationalist ideologue Alexander Dugin remarked: “The so-called [Ukraine] peace deal was impossible from the very beginning. It was a pure waste of time. Russia is now morally prepared for a radical, full-fledged war with the West”. Julia Davis is a columnist for The Daily Beast and the creator of the Russian Media Monitor. She is a member of the Academy of Television Arts and Sciences, the Screen Actors Guild, and Women In Film.- Transfer LB Rasheem Biles
- Jaime Ffrench 2025
Re Ffrench; He was ranked as a Ffive Star until shortly before signing day. Why???- Transfer Cycle 2025-2026 - Stop Being Poor
You work at a gas station?- Transfer G Dylan Sikorski
Since I started posting Elisha on the recruiting posts again, we are getting more of them. And I don't care if she's photoshopped, implanted, from Canada, or in her 40's.- Things not going well in Venezuela
Citgo gave money to Trump? Funny! I have no idea what exactly is sanctioned and how that impacts Citgo & PDVSA, and Venezuela. Exxon & Conoco are still owed $$$/??? for their assets that were renationalized, so they may have a lien of sorts, or first dibs, on some of these assets. CITGO has ~ 800,000 BPD of US Refining capacity, ~ 4% of the total capacity, including the big one in Lake Charles. I am also confident you have looked at this graphic longer than Team Trump. I would not be surprised if some tankers loaded "sanctioned" oil from Venezuela, transferred it into an unsanctioned tankers on the high seas, and unloaded the "unsanctioned" oil in the US. We aren' t cornering shit. Current Venezuela production is ~ 25% of the former capacity. If it isn't being produced now, it won't be missed. The oil complex is a worldwide, zero sum game, driven by macro supply-demand fundamentals. It is mature, with nationalized and private companies buying and selling a commodity with well defined benchmarks; the epitome of supply-demand fundamentals at work. Economics 101, at its core, but quickly transitioning into probably the most complex trading platform that exists. The "bunker fuel" used in marine transportation is the bottom-of-the-barrel stuff, between low grade diesel and tar. It is cheaper, and the among the worst environment friendly fuels. Most of the newer marine transportation ships have propulsion from cleaner burning engines, or engines that run on LNG, or batteries. Some refineries (a lot of the US) are designed form the heavy/sour crude slates, which sell at big discounts to the Oil Market Benchmarks (WTI, West Texas Intermediate, and /Brent (North Sea) grades. That means they are more efficient and profitable refining the lower cost grades, but within reason, they can refine anything. Conversely, refineries that aren't designed top refine heavy/sour crude cannot refine heavy/sour crude. Nobody builds refineries to make tanker fuels, it is the after birth of refining; Aviation fuel > gasoline > diesel >> marine fuels. China's new 400,000 BPD Guangdong Refinery that just came on line is designed to refine heavy/sour crude. The refinery is owned 60/40, between PetroChina/ & PDVSA. Hmmm? The corollary to the Belt & Road initiative; China will build infrastructure in China, to help monetize natural resources assets in Venezuela. Interrupting the Venezuela supply will affect operations, short term, but they will go into the world market to replace it, from Canada and Mexico and the other producers of heavy/sour crude. Good thing Canada & Mexico love us. Oh, wait. The US policy of blocking the Keystone Pipeline was stupid from the word go. It will only get worse. It was a fit for purpose, direct pipeline, from the Canadian production to the US refineries on the Gulf Coast. We forced Canada to find other outlets for their crude oil, so they did, and built an over the mountain pipeline and a huge oil export terminal on the Pacific, which is now the closest source of American heavy/sour crude for China. Not American as in US, but American as in North, Central & South America. I'm guessing China was getting ready to inject steroids into Venezuela's oil production, and since Xi stiff armed the Donald, the Donald took his ball and attacked Venezuela. One more point; While the world oil market is mature, the NGL marketplace is not. It is driven by a handful of US companies, and the development of worldwide gas processing and NGL trading, in and by foreign countries, is in its infancy. The PetroChina Complex also includes a new world class petrochemical plant that turns Natural Gas Liquids (NGL, ethane and propane) into plastics. There is probably limited interaction between the actual Refining and Petrochemical assets in Guangdong. Colocating them provides synergies in infrastructure, shared utilities, import/export terminals, and operating and maintenance functions and personnel. PetroChina's NGL imports come primarily (all?) from ... the US. I don't doubt that some of the China petrochemical complex is owned by subsidiaries of US companies. US companies controlling the supply of NGL in the US and exporting the NGL to subsidiaries abroad, away from the legal, environmental, and general NIMBY mindset in the US. The companies earmarked to come fix Venezuela are probably Exxon, Chevron and Conoco/Phillips. Conoco and Phillips are 2 separate and distinct companies, from the combined companies assets of Conoco and Phillips, that were spilt apart between Conoco, the production company, and Phillips, the refining and petrochemical company. They are separate entities, but joined at the hip, contractually. These are the same companies behind a significant portion of the NGL trading with China. They are in the middle of taking away China's heavy/sour crude supply from Venezuela and supplying China's NGL's/Pet-Chem business. They didn't ask to be put in this place, but it goes with the territory.- Transfer DL Zion Williams
- Transfer Cycle 2025-2026 - Stop Being Poor
Yeah, when people think of cattle ranches, who the fuck thinks of Oregon.- Transfer Cycle 2025-2026 - Stop Being Poor
Well, Lubbock is like the moon; dusty and mono-colored, and so flat you can see the curvature of the earth moon. Lubbock does have those 30 mph winds, creating new fun things to do, like getting dirt our of your ears.- Transfer Cycle 2025-2026 - Stop Being Poor
Moore took his NIL money and started a food truck business, Jive Turkey, w/ his mother, in Austin, the unofficial food truck capital of the world. I thought that was pretty clever, that people would be supportive of using his NIL winnings in a manner that was taking care of his family, whether they were Texas fans or not. I expect the food truck is transferring with him to Kentucky. I'll take the under on how well $15 "Deep Fried Turkey Tacos" do in Lexington v. Austin.- Transfer RB Raleek Brown
- Transfer Cycle 2025-2026 - Stop Being Poor
If you boned Dell's wife and left her looking like this, you don't need Dell, you just got the wife, and her half is enough. If the BIG is standing behind Washington, Washington and the BIG should file a Tortious Interference claim against LSU and the SEC. With the filing and the responses, it would not get settled prior to the fall, which means the POS doesn't get to play football in the fall for either team, and if the POS plays somewhere else, he doesn't get a dime. Escalating this from Wash v. LSU to the BIG v. the SEC would force the issue that the rats nest of the varied laws and regulations and guidelines do not work in concert with each other, to the detriment of all parties, and needs to be resolved.- Things not going well in Venezuela
It is a matter of perspective, but the US Oil & Gas Industry is nowhere what the perception is. Production volumes have increased considerably in the past 10-15 years, but the number of companies and their employees is much, much smaller. Where possible, everything is done on a contract basis, eliminating the feast or famine hiring and firing of days gone by. There are 4 Integrated oil companies ("Big Oil or Super Majors" w/ Production & Refining/Petrochemicals) of note in the US (Exxon, Chevron, Conoco & Phillips, & Marathon). All of the "independents" listed are either midstream (pipeline & processing companies) or refining companies, focused on the US Lower 48 & Canada, with limited international exposure outside of that. None of them are exploration/production companies, the smaller segment that drills wells and is most reactive to shorter term economic cycles. The 2023 Revenue for the 4 largest Integrated US companies was $1,098 Billion, and for the all of the largest US Oil & Gas companies was $1,634 Billion (12 companies with +$30 Billion in 2023 Revenue). The 2023 Revenue for the 4 largest non-O&G Companies was $1,845 Billion. Walmart: $612.3 billion (United States) Amazon: $514.0 billion (United States) Apple: $394.3 billion (United States) UnitedHealth Group: $324.2 billion (United States) US total exports of crude oil & petroleum products & natural gas liquids (NGL) is ~ 10 MM BPD, with a significant portion of that going to Europe (transportation fuels) & SE Asia (NGL/petrochemical feedstocks). Given the symbiotic relationship between crude oil and the finished products, it is prudent to consider how the US "activities" on the supply/crude side impact the relations with our customers on the product side. Approximately 40% of those product exports go to China, with ~ 75% of that being the NGL volumes for petrochemical plants. Some of those petrochemical plants are partners w/ US affiliates, the aforementioned integrated companies. Following is the listing of the largest Oil & Gas companies by Revenue, highlighted as noted. US Integrated (Production and Refining/Petrochemicals) - 4 companies US Independent (Production, or Midstream (pipeline & processing) or Refining) - 8 companies Somewhat aligned w/ US, IMO Somewhat hostile w/ US, IMO Largest oil and gas companies by revenue in $US Billion # Company Name Country 2022 2023 1 Saudi Aramco Saudi Arabia 400.4 604.3 2 Sinopec China 424.8 478.5 3 China National Petroleum Corporation China 435.1 435.1 4 ExxonMobil United States 285.6 413.6 5 Shell United Kingdom 272.6 386.2 6 TotalEnergies France 205.8 285.8 7 BP United Kingdom 157.7 248.8 8 Chevron Corporation United States 162.4 246.2 9 Marathon Petroleum United States 119.9 179.9 10 Valero Energy United States 113.9 176.3 11 Phillips 66 United States 114.8 175.7 12 Equinor Norway 88.7 150.8 13 Eni Italy 90.5 139.3 14 Lukoil Russia 128.3 128.3 15 Rosneft Russia 121.1 124.9 16 Reliance Industries India 107.0 124.0 17 Petrobras Brazil 83.9 124.0 18 Pemex Mexico 72.6 122.7 19 Indian Oil India 99.8 119.5 20 Eneos Holdings Japan 99.3 115.6 21 Iraq National Oil Company Iraq 75.6 115.0 22 Engie France 57.9 98.9 23 PTT Thailand 70.7 96.3 24 Pertamina Indonesia 57.5 95.9 25 Energy Transfer Partners United States 67.4 89.8 26 ONGC India 87.0 87.0 27 Petronas Malaysia 59.8 85.4 28 Repsol Spain 61.6 82.9 29 ConocoPhillips United States 45.8 82.1 30 Gazprom Russia 138.7 80.0 31 Sonatrach Algeria 34.0 76.9 32 Idemitsu Kosan Japan 60.8 72.8 33 SOCAR Azerbaijan 45.5 70.0 34 OMV Group Austria 42.0 68.2 35 Bharat Petroleum India 58.8 68.0 36 SK Innovation South Korea 42.1 64.4 37 China National Offshore Oil China 38.1 62.7 38 PKN Orlen Poland 32.3 62.6 39 Hindustan Petroleum India 50.8 59.4 40 Guanghui Energy China 58.6 58.6 41 Enterprise Products United States 40.7 58.1 42 Plains All American Pipeline United States 42.0 57.3 43 Cenovus Energy Canada 38.9 55.1 44 QatarEnergy Qatar 34.9 53.8 45 Kuwait Petroleum Corporation Kuwait 52.7 52.7 46 Ecopetrol Colombia 27.5 47.8 47 GS Caltex South Korea 31.0 46.8 48 PBF Energy United States 27.3 46.8 49 Suncor Energy Canada 32.7 44.9 50 Centrica United Kingdom 41.6 41.6 51 CPC Corporation Taiwan 31.9 41.0 52 Enbridge Canada 37.5 40.9 53 Petrovietnam Vietnam 27.1 39.8 54 OQ Oman 39.1 39.1 55 HF Sinclair United States 38.2 38.2 56 Occidental Petroleum United States 26.3 37.0 57 Cheniere Energy United States 33.4 33.4 58 CEPSA Spain 26.4 32.8 59 Canadian Natural Resources Canada 26.2 32.5 60 Empresas Copec Chile 30.7 30.7 61 Surgutneftegas Russia 25.6 25.6 62 Transneft Russia 14.6 14.6 63 PDVSA Venezuela 11.0 11.0 64 National Iranian Oil Company Iran no info no info Flat maps are hard to interpret, but Greenland still large, ~ 27% the size of the US Lower 48, or more than 3 times the size of Texas.- Transfer TE Michael Masunas
- Transfer CB Bo Mascoe
- Things not going well in Venezuela
In my youth, I formed the opinion that democracy works for an educated populace. I still believe that. However, as I realized a long time, that no longer applies to the US. That is complicated by the evolution of US policy to a binary state, either or, with nothing in between. We are either "Who cares what happens over there" or "Who cares, we take what we want." I am more pissed than disillusioned. We lived at Clark AFB in the Philippines when I was 2-4 year old, and my father was stationed in Taiwan in the late 60's. I have wanted to go back there all my life, and now I'm not sure that's such a good idea.- Things not going well in Venezuela
"My Venezuela experience as head of trading in the region for Cargill. Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people. 1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside 2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime. 3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal. 4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material 5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours. 6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable. 7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets 8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen 9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry. 10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings. This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first. Jeff Kazin Former head trading Cargill"- Things not going well in Venezuela
Trump teases meeting with oil executives following Maduro arrest Speaking to House Republicans today, Trump teased his upcoming meeting with US oil manufacturing executives this week. “You know what that’s about. We got a lot of oil to drill, which is going to bring down oil prices even further,” the president said, telegraphing his plans to regain control of production in Venezuela. Nothing incentivizes a bunch of oily's to spend billions of $$$ they don't have in a quagmire to increase oil production, so we can "bring oil prices down even further." The Guardian - Trump calls Caracas strikes 'amazing' and 'brilliant'- Things not going well in Venezuela
The two most important phrases I learned in my career: "I don't know, but I'll find out." "I understand what you said, without agreeing with what you said." This is going to turn into a shit storm. Venezuela was in a state of unbridled chaos all on their own. The dilapidated state of the oil industry is well known, but that pales in comparison to not being able to feed the people, per this post and as Peter Zeihan alluded too. The Donald just gave the Venezuela government an out, a Magic Johnson touch pass to shift the blame for the chaos, to the US. This has the potential to turn into a Katrina-like cluster fuck. "... We're (the US) in charge." "Can you get us something to eat?" "Wait, what?- Transfer Cycle 2025-2026 - Stop Being Poor
All Texas needs is a good initial burst and acceleration. That gets you positive yardage and moves the chains. Occasionally, the plays go like you draw. them up, and you get the long TD's. Yes, it would be a bonus to get high end 100M speed, but that should not be attribute #7. This. Texas needs quality players. We might need a high end WR. It is also possible 1 of our 5* WR actually plays like a 5* WR. This pisses me off more than Tom Herman's antics. Get a big lead, control the game, put the offense in a box, play prevent defense that folds like a cheap tent, and squeak out a one possession game. Those style points, or lack there of, is the difference between being in the playoffs and watching them. How about we at least try "All Gas, No brakes!" Go full throttle, get a big lead, feather in the younger guys with the experienced guys, and let our high end recruits see the field and get some game experience. Any quality skill position player is probably gone in 3 years whether he red shirts or not. Redshirting a WR thinking he needs, or will be here, for 5 years is way beyond ignorant.- Negative Recruiting Your Own School: The aggy Screenshot Megathread
Yeah? What exit? - Things not going well in Venezuela
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