Pablo Medina 🛢 (@PabloWelligence) header
Pablo Medina 🛢 (@PabloWelligence) profile picture

🇲🇽 - @welligence founding team - energy analytics

Houston, TX
Joined April 2009
Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)Photo by Pablo Medina 🛢 (@PabloWelligence)
México ya probó las dos recetas para @Pemex: bajarle impuestos y darle dinero. Ninguna sacó un barril extra. Hoy en @welligence publicamos la tercera opción, campo por campo sobre todos los que opera Pemex. Hilo.
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Pablo Medina 🛢 retweeted
The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.
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We're so excited that after a frenetic few months of heads down work in Palo Alto, our first model Glimpse is out now! 👇 see my cofounder @AndrewDai on how Glimpse thinks and what we imagine you can do with it. Read more about our astra-competitive visual reasoning results on our blog (at 16x lower cost!) elorian.ai/blog/introducing-… and most importantly: TRY THE MODEL on chat or api: elorian.ai/models
Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that. Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.
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El Murciélago. 🪖💪 “Nosotros como Fuerzas Especiales no tenemos límites”: el capitán Jesús Cárcamo explica cómo el entrenamiento extremo prepara cuerpo y mente para enfrentar pruebas que parecen imposibles al detallar su paso por #HabilidadFísica100 #méxico. #EjercitoMexicano
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Pemex destina recursos a 229 campos petroleros, pero 37 concentran el 85% de la producción De los 229 campos, 100 son considerados de baja rentabilidad y otros 92 tienen valor nulo o negativo. Un escenario que, según la consultora Welligence, resta eficiencia al negocio de exploración y producción de Pemex. expansion.mx/empresas/2026/0…
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Pablo Medina 🛢 retweeted
Pemex mantiene una cartera de 95 campos de baja rentabilidad que, en conjunto, producen 81,000 barriles de petróleo crudo equivalente diarios, un volumen inferior al que aporta por sí solo Ixachi, de acuerdo con un análisis de Welligence Energy Analytics. De los 229 campos operados por Pemex, 36 campos clave concentran 85% del valor del portafolio. De esos campos, 25 aportan 71% de la producción y el 79% del valor. La nota completa: bit.ly/4h1Quub
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Pablo Medina 🛢 retweeted
I used to be embarrassed to tell this story, but now idgaf. While I was at Eglin me and my buddy took my canoe out into the bay. When we got out there, weather was nice cmwaves were low and we started fishing. FFW *maybe* 45 minutes. Wind picks up and all of a sudden anything I cast in front of us is flying back behind me. From the bottom of the bay floor. I turn around and we're easily 500+ meters from the shore. Not too far but a little farther than I want to be in a plastic canoe. So I start trying to row us back, at the same time clouds are rolling in and the waves are picking up. Now we're both rowing trying to get back to Bens lake. All of a sudden, I feel my sock get wet. I look down and I'm sitting in water. Fuck. I start bailing water, buddy is rowing. We switch up a few times until we're both gassed. We fought that current and the waves for what felt like over an hour. It probably was but might not have been. I'll never know. I call 911 to get the coasties out to grab us as I can't see another vessel around us to help. 911 operator: "where is your location" I fill her in, 911 op: I'll send the ground units Me: Are they gonna throw me a fuckin rope? You got babe ruth on the PD? I need another boat. 911: No theyre gonna spot you. Me to my bro: at least if we drown the water aint bad 911: ...... Anyway CG picked us up. The driver asked if we were AF guys. Said no we're Army. He asked us "are we a real branch now?" Funniest shit I've heard in so long. Shout out to the coasties.
Veteran Myth: Coast Guard service is somehow less “military.” Fact: Coasties do search and rescue, law enforcement, interdiction, ice breaking, and wartime support. They get injured, deployed, and then hit the same claims, transition, and “are you a real veteran?” questions as the other branches.
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El multimillonario venezolano al que Trump le ha encargado la explotación del crudo en Venezuela está siendo investigado por la Audiencia Nacional. La Policía incautó en su exclusiva finca de Toledo cinco coches de lujo, una tarjeta de residencia en Emiratos Árabes Unidos y 17 armas elpais.com/espana/2026-09-19…
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Pablo Medina 🛢 retweeted
#PanoramaMundial Con Gabriela Frías (@gfrias): El "Plan B" De @Pemex Para Definir Un Alivio Fiscal Junto A Pablo Medina (@PabloWelligence), Director De Nuevas Iniciativas De @Welligence Energy Analytics - Septiembre 15, 2026 youtu.be/OOWMpkzinbc #RT
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Me parece que se le acaba la cancha a 🇲🇽, y por ende a @Claudiashein y @Hacienda_Mexico, para ordernar el tema de @Pemex. Ya se han hecho cosas similares en 🇧🇷🇦🇷, solo falta la tormenta perfecta de necesidad economica, voluntad politica y valentia.
México ya probó las dos recetas para @Pemex: bajarle impuestos y darle dinero. Ninguna sacó un barril extra. Hoy en @welligence publicamos la tercera opción, campo por campo sobre todos los que opera Pemex. Hilo.
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La cola no es basura, es falta de enfoque: 1,500 millones de barriles recuperables a las tasas que campos comparables ya lograron, doce veces sus reservas 2P. Ese es negocio para un socio, no para Pemex. El que mucho abarca, poco aprieta!
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Separar @Pemex no achica la factura (aun). Hace que el cheque tenga nombre y fecha de término. @petrobras y @YPFoficial ya lo hicieron. Analisis completo: welligence.com/splitting-pem…
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Pablo Medina 🛢 retweeted
Comeback complete🤘
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