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@JavierBlas Avatar @JavierBlas Javier Blas

Saudi Aramco's market capitalization has dropped to just over $XXX trillion, and its stock trades at a 5-year low. Meanwhile, the global oil market is experiencing a glut, with US total oil liquids output reaching an all-time high and the WTI oil curve shifting into contango, indicating ample availability. Additionally, big oil companies such as Chevron, Exxon, BP, and Shell have reported strong financials despite headwinds in the market.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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Social Influence

Social category influence countries stocks finance cryptocurrencies automotive brands

Social topic influence ceo #902, bp #490, business, donald trump, venezuela #1025, red #1109, exxon mobil #8, white house, dec #2850, back to #2474

Top accounts mentioned or mentioned by @opinion @iea @eiagov @business @theterminal @jfarchy @irajoseph @dallasfed @entsoe @laffngeconomist @sstapczynski @roryjohnston @chevron @bopinion @theoriginalthas @tmasonh @liamdenning @columbiauenergy @exxonmobil @bunge

Top assets mentioned Exxon Mobil (XOM) Convex Finance (CVX) SM Energy Company (SM) Civitas Resources, Inc. (CIVI) BHP Group Limited (BHP) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last XX hours

"BIG OIL STRATEGY: Chevron updates and extends its business plan to 2030 expecting to buyback $10-$20 billion per year over the next five years. The company is tightening its belt reducing capex guidance by $X billion a year to prioritise returns over growth. $CVX #OOTT"
X Link 2025-11-12T14:47Z 331.4K followers, 79K engagements

"US President Donald Trump declares Venezuelan airspace closed in its entirety"
X Link 2025-11-29T13:00Z 331.4K followers, 51.5K engagements

"Overnight the White House released its new "National Security Stratregy" document (link in thread) Several interesting comment re: energy commodites and climate change. The tone is similar to what we have already heard from Trump: fossil fuels-centered energy dominance. 1/5"
X Link 2025-12-05T11:03Z 331.4K followers, 86.6K engagements

"The 'teflon' oil market: US seizes Venezuelan oil tankers -- meh Ukraine attacks Russian 'dark ship' vessels -- meh Trump sanctions Russian oil companies - meh Ukraine damages Kazakh oil port - meh"
X Link 2025-12-11T08:30Z 331.4K followers, 45.5K engagements

"BREAKING: Another US shale M&A. SM Energy and Civitas Resources to merge in an all-stock transaction to form a $XX billion company (including net debt) with pro-forma oil and gas output of 520000 barrels of oil equivalent per day. #OOTT $CIVI $SM"
X Link 2025-11-03T11:43Z 331.5K followers, 43.7K engagements

"CHART OF THE DAY: It's one of the most interesting features of the energy market in 2025 -- a massive split in performance between Big Oil and Crude Oil. Big Oil (XOM CVX SHEL BP and TTE) is up 5%-20% year-to-date while Brent is down XX% over the same period"
X Link 2025-12-12T13:45Z 331.5K followers, 45.4K engagements

"CHART OF THE DAY: The green slogan says the world is moving away from hydrocarbons into electrons. But then there's the question of how those electrons are produced (in absolute terms rather than as a share)"
X Link 2025-12-15T15:07Z 331.5K followers, 31.4K engagements

"US-VENEZUELA CRISIS: Donald Trump orders a blockade (a la Cuba missile crisis) of "all sanctioned oil tankers" going into and out of Venezuela. He claims some of the Venezuelan oil fields belong to America"
X Link 2025-12-17T06:15Z 331.5K followers, 73K engagements

"". In public the White House says it is confronting Venezuela to curb drug trafficking. Behind the scenes gaining access to the countrys vast oil reserves is a priority.""
X Link 2025-12-17T17:29Z 331.5K followers, 39.8K engagements

"Goodness me BP replaces its second CEO in two years. The British oil major appoints Meg ONeill currently CEO of Woodside Energy as new head from Apr 2026. Murray Auchincloss steps down tomorrow (Dec 18). BP head of trading Carol Howle will serve as interim CEO"
X Link 2025-12-17T23:25Z 331.5K followers, 33.5K engagements

"REACTION COLUMN: BP has appointed Meg O'Neill a no-nonsense executive who earned her stripes in the exacting world of Exxon as new CEO. Superb. Her mandate "A simpler leaner and more profitable company." If only that had been the focus since 2020"
X Link 2025-12-18T09:13Z 331.5K followers, 27.2K engagements

"In October we published this video to mark the arrival of a new chairman to BP. It told the company's history through what people said "BP" meant including the infamous "Beyond Profits." With a new CEO in 2026 does BP stand for "Back to Pragmatism""
X Link 2025-12-18T12:33Z 331.5K followers, 26K engagements

"All the signs point in the same direction: Brussels is about to delay five years to 2040 its full ban on gasoline and diesel cars. New loopholes are being negotiated to keep plug-in hybrids and other cars with internal combustion engine-based extenders on the road beyond 2035"
X Link 2025-12-11T16:27Z 331.5K followers, 115.2K engagements

"Ford takes $XXXX billion in impairments; cancels the F-150 all-electric version shifting instead toward hybrid vehicles"
X Link 2025-12-15T21:50Z 331.5K followers, 84.3K engagements

"COLUMN: Dont say it too loud but theres a good chance the Suez Canal and the Red Sea route can reopen in 2026 reducing freight costs and easing the strain on global commodity supply chains. @Opinion #SuezCanal"
X Link 2025-12-16T08:11Z 331.5K followers, 60.6K engagements

"OIL MARKET: West African oil producers Nigeria and Angola are struggling to find buyers for early 2026 barrels"
X Link 2025-12-18T16:13Z 331.5K followers, 94.4K engagements

"BREAKING: The EU has abandoned its plan to effectively ban the sale of gasoline / diesel cars from 2035. The new plan mandates a reduction of XX% in emissions (rather than 100%) allowing the sale (sine die) beyond 2035 of plug-in hybrids and other gasoline cars"
X Link 2025-12-16T14:52Z 331.5K followers, 94.5K engagements

"COLUMN: The death of the gasoline car was greatly exagerated. Gasoline consumption rose to a record high in 2025 and the IEA says it will hit a fresh one in 2026. And that's even before pro-gasoline regulatory changes announced in the US and Europe"
X Link 2025-12-17T09:53Z 331.5K followers, 73.1K engagements

"CHART OF THE DAY: Global coal demand rose to an all-time high in 2025 up XXX% y-on-y to 8845 million tons (also @IEA revised up 2024). Now IEA says 2025 will mark a peak with consumption dropping over the next X years. Time will tell but previous peak forecast were off"
X Link 2025-12-17T15:59Z 331.5K followers, 32.2K engagements

"CHART OF THE DAY: Even more pressure on US electricity prices. The capacity auction at PJM the largest power market in America resulted in record prices this week reaching a federal cap of $XXXXXX per megawatt day (without the cap prices would risen to $XXX per MW)"
X Link 2025-12-19T13:28Z 331.5K followers, 12.7K engagements

"The gap between what policymakers (and above all their staff) say in public and in private about climate change is growing and growing. "Obviously I would never say that in public" is becoming the end part of many conversations"
X Link 2023-07-18T14:16Z 331.5K followers, 316.1K engagements

"And another: Norwegian aluminium Norsk Hydro ASA will halt funding for its battery and green hydrogen businesses and phase them out over time due to challenging market conditions"
X Link 2024-11-27T07:17Z 331.4K followers, 126.2K engagements

"OIL MARKET: After meeting President Trump in Mar-a-Lago Alberta Premier Danielle Smith says Canada should prepare for XX% tariffs starting on Jan XX on all US-bound products including on crude oil. "I'm not expecting any exemptions" she told reporters #OOTT #Canada"
X Link 2025-01-13T15:45Z 331.5K followers, 1.7M engagements

"First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to X now says it plans to keep it flat at X. We've decided we're just going to steady as she goes CEO Thomas Jorden says #OOTT"
X Link 2025-06-24T17:01Z 331.5K followers, 97.5K engagements

"CHART OF THE DAY: The incoming oil glut in a chart. With the exception of the first two monthly contracts the WTI oil curve is now (white ⚪) completely in contango. Quite a shift from the backwardation of three months ago (blue🔵) and a year ago (red 🔴) #OOTT"
X Link 2025-10-19T18:27Z 331.5K followers, 96K engagements

"MINING M&A: The world's largest mining company BHP Group has made a renewed takeover approach to Anglo American its smaller rival that is itself seeking to reshape the industry with an acquisition Teck Resources"
X Link 2025-11-23T11:56Z 331.5K followers, 64.2K engagements

"COLUMN: Glencore is full of billionaires. They clearly know how to make money for themselves. Problem is they havent made so much for their institutional shareholders. Its plan to solve the problem is a this time is different requiring blind faith"
X Link 2025-12-04T07:49Z 331.4K followers, 37.9K engagements

"BIG OIL STRATEGY: Exxon Mobil updates its business plan to 2030 signalling stronger profits and cash flow on the back of new projects (at constant prices and margins which obviously is theoretical) Statement: Slide deck:"
X Link 2025-12-09T12:16Z 331.5K followers, 47.4K engagements

"Exxon Mobil to lower spending in low-carbon businesses (to $XX billion over the next five years down from $XX billion). The company plans to stop for now the construction of several hydrogen facilities. "While we're convinced that low-carbon hydrogen will be required . the markets and customer-base are developing slowly" Exxon CEO says"
X Link 2025-12-09T15:32Z 331.4K followers, 41.5K engagements

"BREAKING: Exxon Mobil CFO Kathy Mikells to retire Feb. X 2026 after nearly five years at the company due to health issues (she's the most senior ever executive to have joined Exxon from outside the company). Neil Hansen will become CFO (he was head of IR a few years ago)"
X Link 2025-12-09T16:03Z 331.4K followers, 19.1K engagements

"BREAKING: US forces have intercepted and seized an oil tanker off the coast of Venezuela further exacerbating tension between Donald Trump and Nicolas Maduro"
X Link 2025-12-10T19:46Z 331.4K followers, 20.2K engagements

"PDVSA Cubametales and a Panamanian oil trader"
X Link 2025-12-13T09:10Z 331.5K followers, 31.7K engagements

"US lifts sanctions on Belarusian potash after the country freed 100-plus political prisoners. Belarus is the worlds top-3 potash producer behind Canada and Russia (with a global market share of 15%). The EU hasnt lifted its own ban"
X Link 2025-12-14T07:22Z 331.5K followers, 32.3K engagements

"@SStapczynski @TheOriginalThas ".may well decline." does the work for peak. Incidentally anyone who has covered the IEA for a while knows who uses the formula "may well" quite often"
X Link 2025-12-17T16:14Z 331.5K followers, XXX engagements

"As oil prices plunge Saudi Aramco tanks. The Saudi state-run oil giant trades at a fresh 5-year low of XXXXX riyals a share (vs IPO price of XX riyals in Dec 2019) implying a market capitalisation of little more than $XXX trillion #OOTT"
X Link 2025-06-24T07:10Z 331.5K followers, 63.1K engagements

"Russian oil giant Lukoil (under US sanctions) says it has agreed to sell its international business to commodity trader Gunvor for an undisclosed sum. (Gunvor of course was co-founded by an ally of Vladimir Putin and the company made its early fortunes trading Russian oil)"
X Link 2025-10-30T09:26Z 331.5K followers, 132.7K engagements

"OIL MARKET: From @KVanthof quarterly letter to Diamondback Energy's shareholders: ". Never underestimate the American engineer" is a phrase I have personally come to appreciate in recent months. These professionals are the foundation of the shale revolution." #OOTT"
X Link 2025-11-04T12:46Z 331.5K followers, 26.6K engagements

"Matryoshka oil trading: Goldman Sachs says that oil exports from Lukoil and Rosneft are down 1.1m b/d but simultaneosly exports from other Russian "non-sanctioned companies" are up 1.0m b/d. (😇🤭) "Russian oil trading networks are reorganizing quickly" the bank says"
X Link 2025-12-03T07:37Z 331.5K followers, 295.3K engagements

"BREAKING: Global coal demand rose to a fresh all-time high in 2025 the @IEA said Tuesday in a report. Worse the IEA also revised its historical consumption estimates higher: it now pegs 2025 demand at 8845 million tons up XXX% from 2024. 1/3 #TwitterCoal"
X Link 2025-12-17T06:40Z 331.5K followers, 48.1K engagements

"The bulk of the 2025 increase in global demand came from rising coal-burning in the US for electricity generation. Chinese demand increased a tiny bit to a new record high with its huge and rapidly growing coal-to-chemical industry offseting drops elsewhere. 2/3"
X Link 2025-12-17T06:40Z 331.5K followers, 13.7K engagements

"The IEA predicts that 2025 will likely be the year of peak coal demand with consumption plateuing after that. The agency has predicted a peak several times in the past and everytime it has proven premature. The full IEA report is here:"
X Link 2025-12-17T06:40Z 331.5K followers, 9985 engagements

"@Iris62655179 @DallasFed Me too. 🤫😇"
X Link 2025-12-17T16:15Z 331.5K followers, 9640 engagements

"@Joelptrs Well that would be the ideal scenario. But Brent is $XX a barrel and their financial planning for 2026 calls for $XX a barrel. Net profits but the key is to be back to a large enough FCF"
X Link 2025-12-18T13:08Z 331.5K followers, XXX engagements

"VERY IMPORTANT: A.P. Moller-Maersk said on Friday it had completed its first Red Sea transit in nearly two years marking a tentative step toward restoring routes through the Suez Canal. Statement:"
X Link 2025-12-19T15:17Z 331.5K followers, 24.2K engagements