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"SOC (overview): 50,000+ BOPD restart via easy path (Fire Marshal approval 90% done, 10-day Geck injunction lift) or hard FPSO federal waters bypass. Main risk: delay past Jan 1 triggers SB237. $625M loan due Jan 10 to Exxon. Legal cases mostly theater. Wells active, 540k BBL storage full."
"SOC: Large position taken on panic selloff over CA AB1448 law fears. Bill faces strong constitutional challenges: PHMSA has exclusive interstate pipeline safety jurisdiction under federal preemption, Commerce Clause protects interstate commerce from undue state burden, federal supremacy overrides state law targeting existing offshore operations. Risk: potential delays if not restarted by 2026."
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