Subject: Re: BRK: Why Not XOM?
"People who know queueing theory turn white after doing the math."

I know some queueing theory. I also know about perc tests, biochemistry, and MBTE. There are constraints on gasoline distribution and externalities to it. That's not even getting into the practical realities of more pipelines (including ones not related to permitting or suitable locations like https://en.wikipedia.org/wiki/...) and induced seismicity from wastewater disposal.

Every parking space at a filling station can have a charger, as many or most at retail or commercial parking lots. Try to scale up pumps and you get a Buc-ee's.

And speaking about math and petroleum, why is nobody talking about frack re-stim'ing not doing that well, or wondering where we are on the decline curve of drillable shale prospects compared to already drilled ones.

Resource peaks are a monetary phenomenon as much as a geology one. The Permian looks good, but the Bakken's already peaked. EV conversion is a function of oil prices, as are 2P reserve levels. EVs look a lot better at $100+ WTI.

Substantial conversion to EVs or a non petroleum gasoline feedstock source is 100% inevitable at current consumption rates, probably in our lifetimes or our childrens's. Or substantially reduced consumption, but that is likely not a good outcome.