Apr. 2 at 8:46 PM
$SOC The market got one big thing wrong already… the restart timeline. Pre-approval narrative was “this isn’t flipping a switch, it’ll take forever.” Then PDA granted approval and lliterally the next day Sable was filling the pipeline. Why? Because Sable had been preparing for months behind the scenes. They were ready to go.
Now apply that to Heritage Platform. This isn’t new work—they’ve been engineering, permitting, and staging this for a long time. Infrastructure, crews, logistics…this has been in motion. I don't think this will be as quick as the pipeline restart, but I bet it will be close.
My over/under for first oil production numbers from Heritage Platform...April 7th.
Market still pricing in delays. That’s our edge.