@Nick_duCat Avatar @Nick_duCat Nick DuCate

Nick DuCate posts on X about iran, in the, $meg, oil the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 35.22% countries 20.13% stocks 16.35% automotive brands 1.26% travel destinations 1.26% technology brands 1.26% musicians 0.63% cryptocurrencies 0.63% currencies 0.63% social networks 0.63%

Social topic influence iran #4487, in the 9.43%, $meg 8.18%, oil 6.92%, money 6.29%, $cve 5.66%, we are 5.66%, investment 5.03%, $arx #13, china 4.4%

Top accounts mentioned or mentioned by @joshyoung @beegjj @nuggetcapital @kelly1010x @zecco9999 @assettraveller @jenstilmanydots @nickducat @joshyoungs @ericnuttall @hkuppy @bb19043 @bdepardell @jasonmbrodsky @langwiser @cdinewsletter @jameskwantes @energykenobi @rynokinsight @investinong

Top assets mentioned Montrose Environmental Group, Inc. (MEG) Cenovus Energy Inc. (CVE) Accelerant Holdings (ARX) Scroll (SCR) Canadian Natural Resources Limited (CNQ) Suncor Energy, Inc. (SU) Oxygen (OXY)

Top Social Posts

Top posts by engagements in the last [--] hours

"Just to lighten the mood some wildly outlandish predictions for 2026: $ARX & $WCP merge $TVE & $HWX merge $PEY makes a hostile bid for $TOU resulting in $CNQ playing white knight & buying $TOU instead $SU buys $CVE Cramer declares oil uninvestable & WTI ends the year over $100"
X Link 2026-01-13T21:17Z [----] followers, [----] engagements

"So when $ARX and $WCP merger what should the name for the merged company be"
X Link 2026-01-15T18:19Z [----] followers, [---] engagements

"It would be interesting if some of the larger Canadian gas producers bought a stake in LNG Canada. $TOU $CNQ come to mind as possible buyers. Exclusive: Shell Mitsubishi exploring sale options for their stakes in LNG Canada sources say https://t.co/fqTqpeGYPh Exclusive: Shell Mitsubishi exploring sale options for their stakes in LNG Canada sources say https://t.co/fqTqpeGYPh"
X Link 2026-01-18T00:59Z [----] followers, [---] engagements

"@BeegJj I'm really looking forward to the Investor Day. Given they reached their goals for the last one a year early you know Rich has to have something exciting planned"
X Link 2026-02-04T14:52Z [----] followers, [--] engagements

"Happy Thursday To escape and sit quietly on the beachthat's my idea of paradise. Emilia Wickstead"
X Link 2026-02-05T12:39Z [----] followers, [---] engagements

"Nothing like taxing unrealized gains to help generate economic growth and prosperity. Just when you thought that EU politicians couldn't possibly do anything more to kill their economies. Netherlands To Tax Unrealized Gains: EU Wealth Grab And Global Implications https://t.co/4kZHou4qld Netherlands To Tax Unrealized Gains: EU Wealth Grab And Global Implications https://t.co/4kZHou4qld"
X Link 2026-02-05T14:55Z [----] followers, [---] engagements

"Politicians . She just didn't get the point did she Or she choose to ignore it. If it doesn't fit the narrative. Spains far-left Ms Madrid spokesperson Tesh Sidi reacted to statistics indicating that the likelihood of being robbed by a migrant is higher than by a native Spaniard by saying there is no need for concern as her party is working to ensure migrants soon become Spaniards. https://t.co/FYEkmUQXJY Spains far-left Ms Madrid spokesperson Tesh Sidi reacted to statistics indicating that the likelihood of being robbed by a migrant is higher than by a native Spaniard by saying there is no"
X Link 2026-02-11T18:38Z [----] followers, [---] engagements

"So when (if) the US moves against Iran China moves against Taiwan Don't dismiss this out of hand this is the 2020s and you never expected war in Europe a global pandemic or Bad Bunny performing at the Super Bowl. Economist 2023: How might China change its behaviour if war were on the horizon The answer is that it would probably buy even more food. One product to watch is soyabeans. https://t.co/YeFYnUgpQT Economist 2023: How might China change its behaviour if war were on the horizon The answer is that it would probably buy even more food. One product to watch is soyabeans."
X Link 2026-02-12T16:45Z [----] followers, [---] engagements

"Happy Friday Choose to be optimistic it feels better. Dalai Lama"
X Link 2026-02-06T12:30Z [----] followers, [---] engagements

"So basically Iran rules out making any concessions. Sounds like the peace talks are going well. "Iran will not give up uranium enrichment under any circumstances and Iran rules out any talks on its ballistic missile program now or ever." @JasonMBrodsky "Iran will not give up uranium enrichment under any circumstances and Iran rules out any talks on its ballistic missile program now or ever." @JasonMBrodsky"
X Link 2026-02-08T21:25Z [----] followers, [---] engagements

"The things we do to 'save' the planet. Electric vehicles batteries can be flammable with far more dangerous fumes and smoke https://t.co/zUaWXJHznn Electric vehicles batteries can be flammable with far more dangerous fumes and smoke https://t.co/zUaWXJHznn"
X Link 2026-02-05T12:04Z [----] followers, [---] engagements

"@langwiser Meanwhile energy gets little love from investors"
X Link 2026-02-06T01:12Z [----] followers, [--] engagements

"Eric: Where's the glut IEA: Why it's right here in this spreadsheet"
X Link 2026-02-09T17:38Z [----] followers, [---] engagements

"@JoshYoung All Venezuelan production needs is higher oil prices massive capital investment and a secure political environment. It might take a 'little' while"
X Link 2026-02-09T17:48Z [----] followers, [--] engagements

"I wonder if there is a country close by coughCanada*cough that is filled with inexpensive oil & gas companies that Shell could consider bidding on Shell needs big discovery or deals as oil gas reserves dwindle - Reuters Shell needs big discovery or deals as oil gas reserves dwindle - Reuters"
X Link 2026-02-09T21:33Z [----] followers, [----] engagements

"Politicians tried vilifying oil. The MSM called it a 'dying industry'. "Environmentalists" demanded we stop using it immediately. And through it all demand keeps growing and growing. $Oil nothing stops this train. $Oil nothing stops this train"
X Link 2026-02-10T20:09Z [----] followers, [---] engagements

"It's 'almost' as if this is suggesting that high taxes and over-regulation don't help. Business doesn't run on ideology advocacy or slogans. Business runs on profitability. PERIOD. Business doesn't run on ideology advocacy or slogans. Business runs on profitability. PERIOD"
X Link 2026-02-11T13:22Z [----] followers, [---] engagements

"Politicians always seem to believe a new tax will solve every problem.you really can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical"
X Link 2026-02-12T12:11Z [----] followers, [---] engagements

"Of all the things government wastes money on you think that they could at least make an effort to solve one if not both of these great mysteries. Stonehenge in Wiltshire UK A mystery. Like how do they get the caramel into a Caramilk Bar or disappearing dryer socks My guess is that was built to hold the Rolling Stones first ever concert. 🙃 https://t.co/86wAXdA1jb Stonehenge in Wiltshire UK A mystery. Like how do they get the caramel into a Caramilk Bar or disappearing dryer socks My guess is that was built to hold the Rolling Stones first ever concert. 🙃 https://t.co/86wAXdA1jb"
X Link 2026-02-04T21:36Z [----] followers, [----] engagements

"Well tomorrow could be a big day.or not Will the on again off again peace talks accomplish anything Will Trump TACO or will he strike Iran while they least expect it It's poll time. It's TACO time Friday night's the night It's TACO time Friday night's the night"
X Link 2026-02-06T00:44Z [----] followers, [---] engagements

"Today will be a most interesting day for $ARX. Will the market reaction be overly negative Is this what finally puts the company into play #1 $arx $arx.to - Buy pt C$28 - Attachie let down - stepping away from providing Attachie guidance - removed phase [--] from the multi-year outlook - its legacy assets are strategically advantaged - 2026E 8% FCF (5% NCIB 3% dividend) - strong headline Q4 https://t.co/JFsG8Zhwbu #1 $arx $arx.to - Buy pt C$28 - Attachie let down - stepping away from providing Attachie guidance - removed phase [--] from the multi-year outlook - its legacy assets are strategically"
X Link 2026-02-06T12:54Z [----] followers, [----] engagements

"It's 'almost' as if Iran is stalling with no intention of making any concessions because they are expecting that it is TACO time. Only time will tell if their TACO gamble will pay off or not. Diplomat: At talks with US Iran refuses to end enrichment; missile capabilities not discussed US said to want Tehran to show up to next meeting expected in next few days with tangible concession on nuclear issue; Israeli official sees deal unlikely https://t.co/BgFKMQUyhE Diplomat: At talks with US Iran refuses to end enrichment; missile capabilities not discussed US said to want Tehran to show up to"
X Link 2026-02-07T12:14Z [----] followers, [---] engagements

"@BeegJj @Zecco9999 I am leaning more towards a US E&P company making the move although it would be perfectly logical for Shell to be the buyer. Either way Arc shareholders win"
X Link 2026-02-09T13:11Z [----] followers, [--] engagements

"Hey gang what day you think works out to [--] Bahman Hey gang what day you think works out to [--] Bahman"
X Link 2026-02-09T22:19Z [----] followers, 25.7K engagements

"ECB: The EU's policy of high taxes & excessive regulation isn't having the desired effect. What can we do People: Cut taxes and reduce regulation ECB: I know let's increase taxes and add more regulations. Yes brilliant idea we're so smart. ECB staff comes up with the revolutionary idea of adding even more oversight and regulation ECB staff comes up with the revolutionary idea of adding even more oversight and regulation"
X Link 2026-02-13T14:44Z [----] followers, [---] engagements

"Oil has been vilified by politicians Oil has been declared 'dying' by the MSM Oil companies have underinvested in capex Yet demand continues to grow while depletion & decline never rest Most investors can't see what is staring back at them. In the last [--] years $Oil supply growth has primarily come from shale offshore and horizontal drilling. A confluence of data will lead to higher $Oil prices. A steepening decline curve underestimated demand currency debasement EV deceleration peak shale. In the last [--] years $Oil supply growth has primarily come from shale offshore and horizontal drilling."
X Link 2026-02-14T16:49Z [----] followers, [---] engagements

""Do not act as if you had ten thousand years to throw away. Death stands at your elbow. Be good for something while you live and it is in your power." Marcus Aurelius I lost my dad [--] years ago. You think youre prepared. Youre not. Now my mom is [--] and in the last year Ive watched her decline in ways I never wanted to see. Its a quiet kind of heartbreak. Not dramatic. Just real. Heres the truth no one really tells you: When your mom I lost my dad [--] years ago. You think youre prepared. Youre not. Now my mom is [--] and in the last year Ive watched her decline in ways I never wanted to see. Its a"
X Link 2026-02-14T17:07Z [----] followers, [---] engagements

"Better yet name a reason WHY a guy would want to Name a place other than Florida and potentially Palm Springs where a guy can wear yellow pants Name a place other than Florida and potentially Palm Springs where a guy can wear yellow pants"
X Link 2026-02-16T00:49Z [----] followers, [----] engagements

"The moral of this short story is to do your own research. Yes it is hard and a lot like work. Yes I know you don't like work. But you do like money. And no one cares about your money as much as you do. No wonder @cdinewsletter is attacking our camp. Look at NCP call verses his "buy" call on $AP.UN. Or $T.TO. I'll stop there but can go on. My gawd. I wish nobody but the best returns. CDI is good at picking stocks that cut dividends. lol. https://t.co/peQFCVvToN No wonder @cdinewsletter is attacking our camp. Look at NCP call verses his "buy" call on $AP.UN. Or $T.TO. I'll stop there but can go"
X Link 2026-02-16T00:54Z [----] followers, [---] engagements

"I think we can all agree that whatever the correct figure is $200m $300m or even $400m Disney lost a lot of money trying to be 'woke'. I know Hollywood accounting is screwy but you retards aren't even coming close to how big a disaster this was when you add in marketing and the theater's 30-50% take of the global box office receipts. It likely lost closer to $300m than $200m. I know Hollywood accounting is screwy but you retards aren't even coming close to how big a disaster this was when you add in marketing and the theater's 30-50% take of the global box office receipts. It likely lost"
X Link 2026-02-16T03:00Z [----] followers, [---] engagements

"Some of you might misinterpret this as bullish energy. However I remain confident that our Western political leadership will be able to power our modern global economy with happy thoughts warm wishes and a handful of cheery platitudes.of course I could be wrong. 90% chances the Islamic regime chooses martyrdom over agreeing to any deal with the U.S. We are living in unprecedented times. 90% chances the Islamic regime chooses martyrdom over agreeing to any deal with the U.S. We are living in unprecedented times"
X Link 2026-02-16T17:55Z [----] followers, [---] engagements

"For some reason politicians always seem to believe we are only one new tax away from Utopia. Unrealized gains tax for Gen-Z: You buy a Pokmon card for $50. Someone offers you $500 for it. You say no. You love that card. You're keeping it. The government says: "Cool but that card is worth $500 now. You owe us $100 in taxes." You: "I didn't sell it." Government: Unrealized gains tax for Gen-Z: You buy a Pokmon card for $50. Someone offers you $500 for it. You say no. You love that card. You're keeping it. The government says: "Cool but that card is worth $500 now. You owe us $100 in taxes.""
X Link 2026-02-16T17:59Z [----] followers, [--] engagements

""Western" governments are headed towards bankruptcy led by the most incompetent political leadership in generations. This is why the tax grabs are getting more and more aggressive and the policies more nonsensical. They can tax that way they can take your money Pfft what does Ray Dalio know No one cares Ray save your breath - right @jameskwantes #OrangeManBad They can tax that way they can take your money Pfft what does Ray Dalio know No one cares Ray save your breath - right @jameskwantes #OrangeManBad"
X Link 2026-02-16T18:09Z [----] followers, [---] engagements

"Our ideas are so good that we are going to prevent you from leaving. You know because it would be a shame for you to miss out on the "warmth of collectivism""
X Link 2026-02-05T21:40Z [----] followers, [---] engagements

"The future looks energy intensive. The tech capex for [----] so far $AMZN is spending 200B $GOOGL is spending $180B $META is spending $125B All of that is pouring into an narrow slice of the economy which won't help most businesses or people. But nearly all of its going to be run by Natural Gas (aside from a few The tech capex for [----] so far $AMZN is spending 200B $GOOGL is spending $180B $META is spending $125B All of that is pouring into an narrow slice of the economy which won't help most businesses or people. But nearly all of its going to be run by Natural Gas (aside from a few"
X Link 2026-02-06T00:30Z [----] followers, [---] engagements

"Iran really believes Trump will TACO. IMHO Trump was looking for a face-saving way out but Iran doesn't seem to be offering him one. This weekend might be more interesting than we expect. IRAN REFUSES TO HALT NUCLEAR ENRICHMENT IN U.S. TALKS IRAN REFUSES TO HALT NUCLEAR ENRICHMENT IN U.S. TALKS"
X Link 2026-02-06T16:42Z [----] followers, [---] engagements

"Europe brings a water pistol to a gun fight. They think this is a flex but it only underscores Europe's economic irrelevance. This one made me laugh. US hyperscalers spend this amount just for capex every [--] minutes in [----]. Doesnt Europe really get it how pathetic things have gotten there https://t.co/SEaJfOg3Tk This one made me laugh. US hyperscalers spend this amount just for capex every [--] minutes in [----]. Doesnt Europe really get it how pathetic things have gotten there https://t.co/SEaJfOg3Tk"
X Link 2026-02-07T01:01Z [----] followers, [---] engagements

"Happy Monday If you look at what you have in life youll always have more. If you look at what you dont have in life youll never have enough"
X Link 2026-02-09T12:25Z [----] followers, [---] engagements

"Iran isn't even pretending to take the peace talks seriously. Market is seriously underestimating the geopolitical risks in the region. 🚨Iran regime media released a new AI generated video depicting a simulated attack and sinking the USS Abraham Lincoln aircraft carrier https://t.co/5LWGQ686mc 🚨Iran regime media released a new AI generated video depicting a simulated attack and sinking the USS Abraham Lincoln aircraft carrier https://t.co/5LWGQ686mc"
X Link 2026-02-09T15:39Z [----] followers, [---] engagements

"Perhaps markets should be worried about supply instead of demand Multi-year lows in OECD onshore crude inventories as crack spreads stay strong product demand stays resilient and supply stagnates Petroleum consumption simply continues to grow nonstop with the world hungry for every molecule it can find. 🛢💰 https://t.co/fzWF8LSd9g Multi-year lows in OECD onshore crude inventories as crack spreads stay strong product demand stays resilient and supply stagnates Petroleum consumption simply continues to grow nonstop with the world hungry for every molecule it can find. 🛢💰"
X Link 2026-02-09T17:39Z [----] followers, [---] engagements

"@AssetTraveller @EnergyKenobi There is a great deal of logic in this. One can only wonder if this is ultimately Mike's exit strategy Grow build and then flip to Shell at a premium especially once Phase [--] is finally approved"
X Link 2026-02-09T21:57Z [----] followers, [--] engagements

"Markets have been ignoring what is staring them in the face but ignoring something isn't going to make it go away or help deal with the issue. Instead of worrying about demand it is time for markets to start worrying about supply. This is the most consequential chart in macro. The narrative continues to posit that the oil market is seriously oversupplied yet inventories aren't growing and the largest source of supply growth over last decade - the Permian - is no longer growing. #OOTT This is the most consequential chart in macro. The narrative continues to posit that the oil market is"
X Link 2026-02-09T22:13Z [----] followers, [---] engagements

"@NuggetCapital Botching seems a little harsh. They are working on optimizing the resource. It was trickier than they anticipated so I would give them a little time to get their act together. But I would agree that this has left the door open for a possible M&A move. Who remains the question"
X Link 2026-02-10T00:35Z [----] followers, [---] engagements

"oh China At the very least this deserves some sort of award for creativity. A $15M mcap Chinese microcap $TIRX says it just acquired a $200B Australian licensed bank. Read that again. https://t.co/6SrdBh1Ztl A $15M mcap Chinese microcap $TIRX says it just acquired a $200B Australian licensed bank. Read that again. https://t.co/6SrdBh1Ztl"
X Link 2026-02-10T00:49Z [----] followers, [---] engagements

"Everyone has been expecting a 'weekend war' so the markets have time to digest what's going on. But Trump likes to do the unexpected. Funny but Desert Storm [--] and [--] (Iraqi Freedom) both started on Wednesdays Funny but Desert Storm [--] and [--] (Iraqi Freedom) both started on Wednesdays"
X Link 2026-02-10T01:30Z [----] followers, [---] engagements

"Happy Tuesday We all have two lives. The second one starts when we realize we only have one. Confucius"
X Link 2026-02-10T14:08Z [----] followers, [---] engagements

"@NuggetCapital @rynokinsight While you may be quick to point out people's errors you are equally as quick pointing out their good calls. I like your even-handed approach. A person should be willing to be challenged on their investments. They should welcome it Charlie Munger always did"
X Link 2026-02-10T20:31Z [----] followers, [---] engagements

"It's Wednesday Life is strange. You arrive with nothing spend your whole life chasing everything and still leave with nothing. Make sure your soul gains more than your hands. Rumi"
X Link 2026-02-11T13:05Z [----] followers, [---] engagements

"I've been feeling under the weather the past few days so I really needed this. Enjoy 🫣 https://t.co/MSgfR6fdev 🫣 https://t.co/MSgfR6fdev"
X Link 2026-02-12T16:42Z [----] followers, [---] engagements

"It's like Greta explaining that it's cold outside because of the climate warming up. The oil narrative overrides all facts or reason and the mental gymnastics are incredible. Should be an interesting interview. A major media outlet: The oil market is oversupplied but demand is strong leading to higher refinery utilization higher margins and higher profits Yet the oil market is oversupplied because demand is weak 🤣🤣🤣🤣🤣🤣🤣🤣 A major media outlet: The oil market is oversupplied but demand is strong leading to higher refinery utilization higher margins and higher profits Yet the oil market"
X Link 2026-02-12T17:08Z [----] followers, [---] engagements

"@InvestInOnG She's so excited about the idea of stealing people's hard-earned money from them she can hardly sit. Like most on the left she has no clue what the economic ramifications would be nor has she likely even spent [--] seconds considering there might be negative consequences"
X Link 2026-02-13T22:23Z [----] followers, [--] engagements

"@JoshYoung I've come to the conclusion that Trump really doesn't want to attack. He's hoping for a face-saving deal with Iran. Iran on the other hand sensing Trump wants to TACO isn't backing down. Ultimately while it will happen later than most expected I think it will happen"
X Link 2026-02-13T22:54Z [----] followers, [---] engagements

"@jenstilmanydots The idea of taking people's hard-earned money away from them excites her a great deal. No thought about economic consequences. No clue about past attempts at this type of 'economic utopia'. Believes the Berlin Wall was to prevent people from sneaking in the 'Worker's Paradise'"
X Link 2026-02-14T12:30Z [----] followers, [--] engagements

"Not to nitpick but technically isn't that two things Netanyahu: Iran is reliable on one thing they lie and they cheat. https://t.co/oaWFEuYcDk Netanyahu: Iran is reliable on one thing they lie and they cheat. https://t.co/oaWFEuYcDk"
X Link 2026-02-16T01:04Z [----] followers, [---] engagements

"@BeegJj This may finally leave $ARX in play. Either for US E&P or perhaps a Canadian peer such as $WCP or $TOU. It will be interesting to watch this play out"
X Link 2026-02-06T16:35Z [----] followers, [----] engagements

"An interesting viewpoint on how things may likely play out over the [--] hours or so. TLDR: Not looking good for Iran WTI Crude: $64.60 (+2.5% since Sunday). The silence from diplomacy in Oman is deafening. Iran is now sitting there by themselves building an alibi narrative for use with China. Here's the timeline of what is going to happen tomorrow (Feb 11) and Thursday (Feb 12): [--]. The WTI Crude: $64.60 (+2.5% since Sunday). The silence from diplomacy in Oman is deafening. Iran is now sitting there by themselves building an alibi narrative for use with China. Here's the timeline of what is"
X Link 2026-02-10T20:19Z [----] followers, [---] engagements

"Words are important. Why do we still listen to organizations that focus on narratives instead of facts When it serves the glut narrative it's envisioned When it's proven wrong call it " unaccounted " 🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂ When it serves the glut narrative it's envisioned When it's proven wrong call it " unaccounted " 🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂🤷♂"
X Link 2026-02-13T14:58Z [----] followers, [---] engagements

"Germany: Peaceful safe zero-carbon nuclear power is bad Nuclear weapons good 🤦 I have begun confidential talks with the French president on European nuclear deterrence" -- Chancellor Friedrich Merz If would be surreal if Germany was to get a nuclear bomb -- or put itself under a French nuclear umbrella -- before it re-start its nuclear power stations. I have begun confidential talks with the French president on European nuclear deterrence" -- Chancellor Friedrich Merz If would be surreal if Germany was to get a nuclear bomb -- or put itself under a French nuclear umbrella -- before it"
X Link 2026-02-13T21:22Z [----] followers, [---] engagements

"Happy Long Weekend Everyone I'm not crying it's my allergies. He is [--] and insists on taking his wifes hand everywhere they go. When he was asked why his wife kept looking away he responded because she has Alzheimer's. Then he was asked will your wife worry if you let her go He then replied she doesn't remember anything she https://t.co/X2PgpW5d2s He is [--] and insists on taking his wifes hand everywhere they go. When he was asked why his wife kept looking away he responded because she has Alzheimer's. Then he was asked will your wife worry if you let her go He then replied she doesn't"
X Link 2026-02-13T21:45Z [----] followers, [---] engagements

"They tried this in the USSR for [--] years. It was so successful that they had to build the Berlin Wall to keep people from sneaking into their 'paradise'. This is the evil that the left has normalized. They arent even keeping it quiet anymorethey want your moneyperiodif your life is better than that of someone in Africatheyre going to take it and redistribute itthe quiet part is now out loudand theyre coming for YOU. This is the evil that the left has normalized. They arent even keeping it quiet anymorethey want your moneyperiodif your life is better than that of someone in Africatheyre going"
X Link 2026-02-13T22:25Z [----] followers, [---] engagements

"@NuggetCapital Issuing a combination of debt & equity to fund capital projects or new acquisitions Their behavior is dangerously close to that of a REIT 😱"
X Link 2026-02-13T23:05Z [----] followers, [---] engagements

"Amazing what havoc funding a few NGOs and leftist politicians can accomplish. In a dark way its really worthy of admiration. The Utopian suicide cult that progressive energy policies represent is obvious on even a rudimentary analysis. But the utopian leftists manage to still get these policies passed almost everywhere in the West. https://t.co/bF8MJZyyjL In a dark way its really worthy of admiration. The Utopian suicide cult that progressive energy policies represent is obvious on even a rudimentary analysis. But the utopian leftists manage to still get these policies passed almost"
X Link 2026-02-14T21:34Z [----] followers, [---] engagements

"RT @Nick_duCat: Happy Long Weekend Everyone I'm not crying it's my allergies"
X Link 2026-02-14T22:15Z [----] followers, [--] engagements

"This might be me thinking aloud but this sounds like a recipe for consolidation in the entire sector. Global supermajor E&P's are seeing shrinking reserve life as they are unable to replenish their inventory as fast as they are producing it With high shale decline rates and offshore developments requiring large capital spend limited dollars remain for exploration and EOR. 🛢💰 https://t.co/S5vmN0jdaq Global supermajor E&P's are seeing shrinking reserve life as they are unable to replenish their inventory as fast as they are producing it With high shale decline rates and offshore developments"
X Link 2026-02-16T00:46Z [----] followers, [---] engagements

"Stupidity of EU politicians continues to exceed all expectations. 🚜⚠EU nitrogen fertilizer imports in January down 80% following EU green tariff CBAM entry date. EU #wheat industry in danger. 🚜⚠EU nitrogen fertilizer imports in January down 80% following EU green tariff CBAM entry date. EU #wheat industry in danger"
X Link 2026-02-16T01:33Z [----] followers, [---] engagements

"Sadly to the left "virtue signaling" is far more important than "little things" like facts or reality. Thanks governor Newsom how carbon efficient or tax efficient is this Thanks governor Newsom how carbon efficient or tax efficient is this"
X Link 2026-02-16T18:01Z [----] followers, [--] engagements

"RT @Nick_duCat: Oil has been vilified by politicians Oil has been declared 'dying' by the MSM Oil companies have underinvested in capex Yet"
X Link 2026-02-16T18:23Z [----] followers, [--] engagements

"@joshyoung ESG: ideas so good they have to be made mandatory"
X Link 2022-10-19T16:58Z [----] followers, [--] engagements

"From SLB's latest c/c: "We are just contracted in the last six months by Saudi for oil development offshore" Let that sink in. Why is SA going offshore To me it is further proof @joshyoung's call OPEC+ is nearly out of spare capacity is correct. Markets are not prepared"
X Link 2022-10-23T22:49Z [----] followers, [---] engagements

"I am really starting to worry that @DoombergT might be an optimist. The Dutch minister of Finance who also happens to be the co-chair of the Global Action Group at the WEF is now looking to introduce a law to monitor ALL transactions over [---]. If that doesnt worry you I dont know what to tell you. https://t.co/nKevaBNtVC The Dutch minister of Finance who also happens to be the co-chair of the Global Action Group at the WEF is now looking to introduce a law to monitor ALL transactions over [---]. If that doesnt worry you I dont know what to tell you. https://t.co/nKevaBNtVC"
X Link 2022-10-31T15:01Z [----] followers, [---] engagements

"@joshyoung A conspiracy theory is when someone figures something out 6-12 months before the rest of the world does. Like OPEC+ is running out spare capacity for example"
X Link 2022-11-01T15:25Z [----] followers, [--] engagements

"Markets are not pricing in any geopolitical risk for energy. The Nordstream pipeline was sabotaged there is civil unrest in Iran Iraq and Libya and Iran is threatening Saudi infrastructure. Markets are 'meh' the magical SPR has it covered. Oil geopolitical risk: Iran edition Oil geopolitical risk: Iran edition"
X Link 2022-11-03T17:49Z [----] followers, [--] engagements

"When it comes to investing in energy this isn't the beginning of the end it isn't even the end of the beginning. IMHO we are looking at a long bull market in energy thanks to years of underinvestment in new capacity government over-regulation and a focus on ESG. Time for institutional investors to look down-market cap in o&g to "catch up" 🦬 Time for institutional investors to look down-market cap in o&g to "catch up" 🦬"
X Link 2022-11-08T21:22Z [----] followers, [--] engagements

"Yet another warning from the Saudis on spare capacity that once again will be ignored by the markets. @joshyoung's thesis on OPEC+ spare capacity has been spot on but markets continue to refuse to accept reality. Apparently 'denial' isn't just a river in Egypt. Josh was right @joshyoung #oil #natgas #energy #opec Josh was right @joshyoung #oil #natgas #energy #opec"
X Link 2022-11-17T00:01Z [----] followers, [--] engagements

"After today's wild ride it may be a good time for a reminder: If you have done the work & have conviction that your thesis is correct then volatility is not to be feared but embraced as opportunity. If you fail to do the work you won't have conviction when you need it most. SAUDI ENERGY MINISTER ABDULAZIZ: THE CURRENT CUT OF [--] MILLION BPD WILL BE MAINTAINED UNTIL THE END OF 2023; IF ADDITIONAL MEASURES ARE REQUIRED TO BALANCE SUPPLY AND DEMAND WE WILL BE READY TO INTERVENE - STATE NEWS AGENCY. OPEC++ intact. Happy Thanksgiving 🦃🛢🦬 https://t.co/T9thBCeNal SAUDI ENERGY MINISTER ABDULAZIZ:"
X Link 2022-11-21T21:21Z [----] followers, [--] engagements

"@joshyoung So what this really means is that the Biden Administration isn't 'anti-oil' they are just 'anti-American oil'"
X Link 2022-11-26T19:11Z [----] followers, [---] engagements

""When it's raining gold you want to run outside with a bucket not a thimble" Warren Buffett Markets worry about demand when they should be worried about supply. Global inventories fell all year with China locked down & no sanctions on Russia. What happens when that reverses There are enormous missed opportunities in oil & gas equities "China's COVID-Zero policies are weighing on global energy demand. He remains bullish and says oil and gas equities are cheap and can be resilient even if commodity prices fall" #oil #gas https://t.co/65kCJaBIXb There are enormous missed opportunities in oil &"
X Link 2022-11-29T00:29Z [----] followers, [---] engagements

"Being a contrarian investor isn't easy. Many may claim to be but few actually are. However if you can stomach the volatility and the loneliness of not being part of 'the crowd' it can be highly profitable in the long term. On down days as negative sentiment appears overwhelming it is helpful to remember compelling fundamentals. We are early in a likely long powerful oil bull market. https://t.co/s9nCgnZQ7h On down days as negative sentiment appears overwhelming it is helpful to remember compelling fundamentals. We are early in a likely long powerful oil bull market. https://t.co/s9nCgnZQ7h"
X Link 2022-12-06T00:21Z [----] followers, [---] engagements

"The Saudis have issued a number of warnings but markets continue to ignore these warnings. You can ignore reality but you can't ignore the consequences of reality. The world should be worried: Saudi Aramco - the world's largest oil producer - issued a dire warning of "extremely low capacity" https://t.co/6Ez0FCQPaL The world should be worried: Saudi Aramco - the world's largest oil producer - issued a dire warning of "extremely low capacity" https://t.co/6Ez0FCQPaL"
X Link 2022-12-20T00:15Z [----] followers, 28.6K engagements

"A quick recap if you haven't been paying attention: - OPEC running low on spare capacity & warning multiple times more investment is needed - China reopens - Russian sanctions begin - SPR at multi-decade lows Despite the warnings the world is not prepared for what comes next. Another month another OPEC+ oil production miss vs their quotas Another month another OPEC+ oil production miss vs their quotas"
X Link 2023-01-17T14:18Z [----] followers, 14K engagements

"The way Buffett keeps buying oil almost makes you think it was an integral component of the global economy. Buffett bought even more oil stocks recently $oxy $brk #oil https://t.co/oAXAOKVFnl Buffett bought even more oil stocks recently $oxy $brk #oil https://t.co/oAXAOKVFnl"
X Link 2023-03-13T23:03Z [----] followers, 28.5K engagements

"One day markets will realize that they should have been worried about supply not demand. Global petroleum inventories https://t.co/2nrvSk7mUm Global petroleum inventories https://t.co/2nrvSk7mUm"
X Link 2023-03-21T23:11Z [----] followers, 11.9K engagements

"As @joshyoung might say "Bullish oil" Energy remains well hated for the most part as an investment. Well hated investments are often profitable in the longer term and Buffett is a long-term investor. Just some food for thought. JUST IN: Warren Buffett's Berkshire Hathaway $BRK.B filed for its purchase of [---] Million more shares of Occidental $OXY at an average price of $58.98 per share Berkshire now owns 211.7M shares of Occidental + 83.9M warrants to purchase more shares of common stock https://t.co/02ojWB7cqP JUST IN: Warren Buffett's Berkshire Hathaway $BRK.B filed for its purchase of 3.7"
X Link 2023-03-27T23:30Z [----] followers, 21.1K engagements

"@joshyoung Oil demand grows yearly driven by developing economies. Any recession is a minor speed bump to demand growth. Supply faces 8+ years of capex constraint political vilification ESG concerns & supermajors are spending less on production. OPEC will cut if prices drop too low"
X Link 2023-03-28T22:57Z [----] followers, [----] engagements

"so I'm guessing that I should use up some of my vacation time before it's too late"
X Link 2023-06-10T19:47Z [----] followers, [----] engagements

"Oil inventories rise - oil price falls Oil inventories fall - oil price falls Fear of recession - oil price falls Expectation of soft landing - oil price falls Is it just me or is there some sort of a pattern here"
X Link 2023-06-22T19:25Z [----] followers, 11.6K engagements

"This is seriously becoming my favorite oil meme. @alifarhat79 What will you do https://t.co/KYu4IrxABK @alifarhat79 What will you do https://t.co/KYu4IrxABK"
X Link 2023-08-11T17:00Z [----] followers, 13K engagements

"Each time oil begins showing strength rising above $90 a rumor surfaces about some new source of oil supply flooding the market. The MSM pushes it the algos run with and oil prices react. I'm sure this is all coincidence. 🤔 The fear of Saudi Arabia flooding the oil market due to some rumoured "grand deal" with the US I believe has zero validity. Such an action would undo the heavy lifting of the past several months and be counter to HRH's central aim for price stability. This rumour along with bad The fear of Saudi Arabia flooding the oil market due to some rumoured "grand deal" with the US"
X Link 2023-10-06T13:23Z [----] followers, [----] engagements

"It appears the @hkuppy's 'Project Zimbabwe' is well on its way to becoming reality. One month later: Total US Debt is now $33.649 trillion up $58 billion in one day and up $604 billion in one month. up $20 billion every day up $833 million every hour. At this rate US debt will be $41 trillion in one year. https://t.co/UfYOluX1Bq One month later: Total US Debt is now $33.649 trillion up $58 billion in one day and up $604 billion in one month. up $20 billion every day up $833 million every hour. At this rate US debt will be $41 trillion in one year. https://t.co/UfYOluX1Bq"
X Link 2023-10-19T01:10Z [----] followers, 34.3K engagements

"If this was really about "saving the planet" politicians would be pushing for zero-carbon base load nuclear power not intermittent wind and solar. Think about it. Greta is saying the quiet part out loud now https://t.co/2WfJunUgY3 https://t.co/tz8zdZzPWN Greta is saying the quiet part out loud now https://t.co/2WfJunUgY3 https://t.co/tz8zdZzPWN"
X Link 2023-11-16T22:18Z [----] followers, 39.2K engagements

"Many are dumping on @ericnuttall but long-term his thesis is correct. Even with a possible recession in [----] Saudi projects 105mm/bod of demand in [----]. Throw in 7mm/bod in annual decline and things start to look 'interesting'. Oil sentiment continues to erode approaching historically low levels corroborating what subjectively feels like overwhelming negativity at the moment. This too shall pass. https://t.co/JHzRdWMb5n Oil sentiment continues to erode approaching historically low levels corroborating what subjectively feels like overwhelming negativity at the moment. This too shall pass."
X Link 2023-12-11T18:11Z [----] followers, 28.5K engagements

""The money isn't made in the buying or the selling it's made in the waiting" Charlie Munger Being contrarian isn't easy but it can be profitable. "No matter how many times you tell people to zoom out on cyclical sector charts they obsess over short-term noise. Most people cant stomach the ride to make meaningful returns." @Geologo_Trader "No matter how many times you tell people to zoom out on cyclical sector charts they obsess over short-term noise. Most people cant stomach the ride to make meaningful returns." @Geologo_Trader"
X Link 2024-01-29T00:00Z [----] followers, 16.5K engagements

"We are sleep walking into an energy crisis while investors rush into Mag7 stocks. 🤦 Biggest draw of inventories of the last [--] years. Down [---] mln bbls since end of last year and counting . https://t.co/PEnrgiKOdf Biggest draw of inventories of the last [--] years. Down [---] mln bbls since end of last year and counting . https://t.co/PEnrgiKOdf"
X Link 2024-02-05T14:03Z [----] followers, [----] engagements

"@hkuppy 's Project Zimbabwe is fast becoming a reality. This is truly unbelievable The US National Debt is now rising by $1 TRILLION every [---] days. $32 Trillion ➡ $33 Trillion - [--] days $33 Trillion ➡ $34 Trillion - [---] days $34 Trillion ➡ $35 Trillion - Est [--] days https://t.co/8eu85kAr3j This is truly unbelievable The US National Debt is now rising by $1 TRILLION every [---] days. $32 Trillion ➡ $33 Trillion - [--] days $33 Trillion ➡ $34 Trillion - [---] days $34 Trillion ➡ $35 Trillion - Est [--] days https://t.co/8eu85kAr3j"
X Link 2024-03-02T23:16Z [----] followers, 28.9K engagements

"Market has been pricing equities like we are going to have a soft landing but pricing oil like we are heading for a depression. Both of these cannot be correct. Oil company executives and other fund managers are also seeing what I've been saying on falling refining margins: low crack spreads are more reflective of large capacity additions than of oil demand destruction and are "good enough" for robust oil prices Oil company executives and other fund managers are also seeing what I've been saying on falling refining margins: low crack spreads are more reflective of large capacity additions"
X Link 2024-09-12T20:47Z [----] followers, 59.8K engagements

"This may not be a popular take but. OPEC+ plays the long game while US shale drills through its best acreage. US shale is not an endless source of supply. Charlie Munger said the smart move is to use the other guys supply up first and your own supply last. Food for thought. OPEC+ is supporting the oil market repeatedly cutting and delaying production below $85/barrel OPEC+ is supporting the oil market repeatedly cutting and delaying production below $85/barrel"
X Link 2024-12-15T15:10Z [----] followers, [----] engagements

"For some reason this feels appropriate. 1925: A Ponzi is illegal and perpetrators may face incarceration 2025: The secret to a Ponzi is to get in early Im looking forward to reading the arguments of how this way Trump doesnt need to sell out to special interests DJT retirement funding secured. Boy he can really go and drain the swamp now right Im looking forward to reading the arguments of how this way Trump doesnt need to sell out to special interests DJT retirement funding secured. Boy he can really go and drain the swamp now right"
X Link 2025-01-18T21:26Z [----] followers, 22K engagements

"- China's inventory levels are low - Russia is experiencing production difficulties - Iranian sanctions are going to be enforced for the first time in [--] years - US shale may be peaking just a little food for thought. Story for the oil bulls: 🚨 China's oil inventories are at their lowest level since December [----] source: https://t.co/AUyuMaDGwM https://t.co/KdeQ6eJeDF Story for the oil bulls: 🚨 China's oil inventories are at their lowest level since December [----] source: https://t.co/AUyuMaDGwM https://t.co/KdeQ6eJeDF"
X Link 2025-02-05T18:52Z [----] followers, [----] engagements

"But oil bears promised me massive builds and collapsing demand No surplus in the oil market in January #OOTT No surplus in the oil market in January #OOTT"
X Link 2025-02-13T12:22Z [----] followers, [----] engagements

"This is an often underappreciated point: Once the OPEC+ overhang is gone then markets will be forced focus on supply right when US shale appears to be peaking. Good. Get the barrels back and force the market to question where the NEXT barrel will come from and at what price. Good. Get the barrels back and force the market to question where the NEXT barrel will come from and at what price"
X Link 2025-03-03T21:27Z [----] followers, [----] engagements

"There are two types of energy investors: [--]. Those who can do math [--]. Those who listen to the EIA Choose wisely which one you want to be. Oil demand higher supply revised lower sounds familiar: https://t.co/Dg9FkwErzQ Oil demand higher supply revised lower sounds familiar: https://t.co/Dg9FkwErzQ"
X Link 2025-03-31T20:43Z [----] followers, 10.4K engagements

"After years of being perpetually bullish did Eric turn bearish at the bottom Where are the 40$ oil bros https://t.co/wxpdPkftLG Where are the 40$ oil bros https://t.co/wxpdPkftLG"
X Link 2025-06-10T14:56Z [----] followers, [----] engagements

"Sometimes fear is the greatest weapon. Few understand this 👇 They dont need to shut the strait to cause a problem. All they need is for the insurance companies to think that they are going to shut the strait to cause a problem. They dont need to shut the strait to cause a problem. All they need is for the insurance companies to think that they are going to shut the strait to cause a problem"
X Link 2025-06-22T13:50Z [----] followers, [---] engagements

"Nothing says the world is 'awash in oil' like Saudi raising OSP by $1 after the latest 'production increase' out of OPEC+. Saudi Aramco raises the official selling price (OSP) for Arab light for Asia by USD 1.00/bbl to USD 2.20/bbl above the benchmark (Oman/Dubai average) for the month of August #oott Saudi Aramco raises the official selling price (OSP) for Arab light for Asia by USD 1.00/bbl to USD 2.20/bbl above the benchmark (Oman/Dubai average) for the month of August #oott"
X Link 2025-07-06T12:39Z [----] followers, 17.2K engagements

"They are literally telling you that there isn't as much spare capacity as you think. What you do with this information is up to you. We are losing world's spare oil capacity year on year some nations can't produce what they produced last year and even last month - UAE energy minister #oott We are losing world's spare oil capacity year on year some nations can't produce what they produced last year and even last month - UAE energy minister #oott"
X Link 2025-07-09T11:35Z [----] followers, [----] engagements

"The world is underinvesting in capital investments for the oil industry to the tune of over $1 billion per day while relying on a small number of very old super fields and US shale. Yes a recession might delay it but the world is not prepared for what comes next. Giant and Super-Giant $Oil fields are thought to provide 50% of the worlds $Oil. Average age of these monsters is [--] years old. Demand continues to grow unabated worldwide. Enjoy the show. Giant and Super-Giant $Oil fields are thought to provide 50% of the worlds $Oil. Average age of these monsters is [--] years old. Demand continues"
X Link 2025-07-10T02:17Z [----] followers, 11.9K engagements

""Eventually insufficient exploration and delineation activity will lead to sustained reserves declines and much higher oil prices" Markets will ignore this as long as possible likely until there is an actual energy crisis. Then investors will ask "where were the signs" US oil and gas reserves are in decline https://t.co/2NfjpoHE2z US oil and gas reserves are in decline https://t.co/2NfjpoHE2z"
X Link 2025-07-17T23:50Z [----] followers, [----] engagements

"This must be that 'weak oil demand' that the bears keep talking about. Global Crude Oil Consumption hit 104Mn barrels per day - an all-time high. https://t.co/jnIB1ruByv Global Crude Oil Consumption hit 104Mn barrels per day - an all-time high. https://t.co/jnIB1ruByv"
X Link 2025-07-28T14:06Z [----] followers, [----] engagements

"Oil is ridiculously cheap given its importance in the global economy. Trump wants the price even lower while economics say the price needs to be higher. Presidential tweets vs. Economics I know which side I'm backing in this contest. I guess somebody thought $Oil at [---] cents a cup was too cheap. $Oil stocks dont believe the move (yet). I guess somebody thought $Oil at [---] cents a cup was too cheap. $Oil stocks dont believe the move (yet)"
X Link 2025-07-28T20:46Z [----] followers, [----] engagements

"$OBE seems to be taking itself private the '@ericnuttall' way. $MEG on the other hand seems to be doing nothing since the $SCR bid. Still waiting to see how that plays out as no one seems to be coming forward to 'save' $MEG. Buybacks Jan-July [----] The top [--] here with impressive buybacks in order : $obe.to $tcw.to $pd.to $ipco.to $ath.to $tve.to $nva.to https://t.co/WJLrbTAPWM Buybacks Jan-July [----] The top [--] here with impressive buybacks in order : $obe.to $tcw.to $pd.to $ipco.to $ath.to $tve.to $nva.to https://t.co/WJLrbTAPWM"
X Link 2025-08-11T23:29Z [----] followers, [----] engagements

"@BeegJj I am so curious to see how this plays out with $MEG. $obeast is a great way to describe $OBE. You have to respect for their efforts as they are clearly focused on building value"
X Link 2025-08-11T23:35Z [----] followers, [---] engagements

"Energy is the cornerstone of our global economy and modern lifestyles and yet it is hated by investors. It isn't easy being contrarian. "The best bet for this decade is energy" https://t.co/MP2jnVR6nP "The best bet for this decade is energy" https://t.co/MP2jnVR6nP"
X Link 2025-08-17T01:20Z [----] followers, 13.1K engagements

"For [--] years the world has relied on US shale oil to provide the non-OPEC growth in production. The world is not prepared for what comes next. Charts from @Go_Rozen"
X Link 2025-09-01T11:52Z [----] followers, [----] engagements

"Two pet peeves. Excessive CEO compensation with no regard to performance People who are mean to children"
X Link 2025-09-06T22:26Z [----] followers, [---] engagements

"I'm personally waiting for Suncor to launch a bid for Cenovus after the $MEG saga is over. If $CVE gets $MEG and $SU got $CVE would that count as a 2-for-1 special I personally think the most interesting outcome would be a Suncor or CNRL coming in to outbid both of them. No idea what the odds are of that and probably Cenovus will get it or Strathcona will increase their bid. But this has been a fascinating situation to observe. I personally think the most interesting outcome would be a Suncor or CNRL coming in to outbid both of them. No idea what the odds are of that and probably Cenovus will"
X Link 2025-09-15T22:34Z [----] followers, [----] engagements

""Show me the incentive and I'll tell you the outcome" Charlie Munger $SCR has demonstrated investor alignment with their shareholders. Has the $MEG board done the same Need to push back on BS being slung by MEG. IMO the LPs in WEF are not short term traders like many of the investors that talk oil stocks on here or sit in a board room throwing stones. Looks like Prem Watsa via FFH is the largest LP in WEF. Is he a short term investor Thats Need to push back on BS being slung by MEG. IMO the LPs in WEF are not short term traders like many of the investors that talk oil stocks on here or sit in"
X Link 2025-09-17T11:22Z [----] followers, [---] engagements

"$SCR faces open hostility for its offer. $MEG board seems to get a "free pass" for its anemic effort to extract the highest bid possible. Is $CVE really even trying It's going to be interesting to see how this plays out. #1 - usually clubby oilpatch has turned openly hostile - scrambling to lock in support for control of $meg.to - MEG Board told its SH to reject $scr.to's latest bid which is 7% higher - called the bid "fundamentally unattractive" https://t.co/1tpjGH1Nks #1 - usually clubby oilpatch has turned openly hostile - scrambling to lock in support for control of $meg.to - MEG Board"
X Link 2025-09-17T12:29Z [----] followers, [----] engagements

"Many $MEG fans insisted $MEG was worth $40 yet they seem happy to accept a weak bid from $CVE. Here is a thoughtful post on why $SCR may be the better alternative. Remember: Love your spouse not your stock. You're supposed to be in this to make money. Eric inspired me to write an open letter in response to his tweet about the $MEG.TO opportunity. The hope is that it helps investors focus on returns and makes them consider tendering to $SCR.TO and rejecting $CVE. Eric inspired me to write an open letter in response to his tweet about the $MEG.TO opportunity. The hope is that it helps investors"
X Link 2025-09-17T20:32Z [----] followers, [----] engagements

"$MEG board did a poor job IMHO extracting value from the process but now shareholders need to decide who will manage the assets better. $CVE offers mostly cash but $SCR offers more equity. Who offers more upside Who is better aligned with shareholders The drama continues. #1 $cve released a presentation outlining the compelling advantages of its transaction with $meg.to https://t.co/CxXUkwnR7T https://t.co/nu42itRiSP #1 $cve released a presentation outlining the compelling advantages of its transaction with $meg.to https://t.co/CxXUkwnR7T https://t.co/nu42itRiSP"
X Link 2025-09-19T11:20Z [----] followers, [----] engagements

"If $MEG shareholders like the asset they need to ask themselves where do they see more value $CVE offers mostly cash but $SCR offers continued exposure to the asset and therefore more growth. $SCR management also seems more aligned with shareholders. I call it the limited upside for MEG holders deck. You can also call it the you pay the capital gains tax deck. Last but not my favorite is the what an incredible asset but you only get 25% of this incredible unique highly valuable asset deck. A masterpiece in I call it the limited upside for MEG holders deck. You can also call it the you pay the"
X Link 2025-09-19T13:33Z [----] followers, [---] engagements

"It's funny because it's true. 🦬 #oil https://t.co/q2agTjvgQ4 🦬 #oil https://t.co/q2agTjvgQ4"
X Link 2025-09-25T21:11Z [----] followers, 17.7K engagements

"An interesting twist if $SCR did win the $MEG takeover and then becomes the subject of a takeover itself. $SU or $CNQ This is conceivable. Which means one of the oilsands majors will buy SCR to ensure that this doesnt happen. This is conceivable. Which means one of the oilsands majors will buy SCR to ensure that this doesnt happen"
X Link 2025-10-04T23:17Z [----] followers, [---] engagements

"Oil bears promised us an oil glut in September. Oil glut postponed now until late October early November at the latest. OR they could be wrong 🤷 I am a big fan of and often with Javier. But not on this one. Is my Bloomberg monitor broken Are both Brent and WTI not backwardated 1-6 China and India inventories down slightly in 3Q.OECD inventories still generally low despite "cartoonish" oversupply. It's October. The I am a big fan of and often with Javier. But not on this one. Is my Bloomberg monitor broken Are both Brent and WTI not backwardated 1-6 China and India inventories down slightly"
X Link 2025-10-06T18:00Z [----] followers, [----] engagements

"More "bearish" news for oil investors. India's oil demand 'only' rose 7% Oil demand weakness #India: oil demand rose by 7.0% y/y to 18.628million metric tons in September y/y changes diesel +6.6% to 6.791mt gasoline +8.0% to 3.401mt LPG +6.7% to 2.785mt pet coke +30.9% to 1.587mt naphtha -8.4% to 0.932mt aviation turbine fuel -0.9% to 0.720mt https://t.co/3cPCxaHuXM Oil demand weakness #India: oil demand rose by 7.0% y/y to 18.628million metric tons in September y/y changes diesel +6.6% to 6.791mt gasoline +8.0% to 3.401mt LPG +6.7% to 2.785mt pet coke +30.9% to 1.587mt naphtha -8.4% to"
X Link 2025-10-07T11:52Z [----] followers, 12.1K engagements

"Oil is a cornerstone of the global economy. Suppressing the oil price has consequences. Less investment by the oil industry now due to low prices will lead to much higher prices in the future. Politicians never learn that meddling has unintended consequences. The Trump administration's oil price suppression is going to lead to all time high oil prices over time The Trump administration's oil price suppression is going to lead to all time high oil prices over time"
X Link 2025-10-09T21:15Z [----] followers, [----] engagements

"Oil is hated ignored and under-owned by most investors. It isn't always easy to be a contrarian. #1 Bill Harris President & Portfolio Manager Avenue Investment Mgmt - looking around in the market for interesting things that still have value - where is some pessimism - where is there some opportunities - that's where we come up with Energy https://t.co/T0WznxU52A #1 Bill Harris President & Portfolio Manager Avenue Investment Mgmt - looking around in the market for interesting things that still have value - where is some pessimism - where is there some opportunities - that's where we come up"
X Link 2025-10-10T12:13Z [----] followers, [----] engagements

"So just to recap: - we're underinvesting in energy capex - global demand is growing - US shale is likely peaking at current prices - global decline rates are [--] to 15% annually - everyone is rushing to build AI datacenters. And energy is well hated as an investment.🤷 OPEC oil market report shows [---] million bpd demand growth in [----] and forecasts [---] mmbpd oil demand growth in [----]. Here is a chart of oil demand growth by product y/y 2022-2026 https://t.co/e2NgzMVnu1 OPEC oil market report shows [---] million bpd demand growth in [----] and forecasts [---] mmbpd oil demand growth in [----]. Here is"
X Link 2025-10-13T16:40Z [----] followers, 18.8K engagements

"Everyone says that they will invest "when there is blood in the street" but few actually do. Being contrarian is way harder than it looks. Financial markets in one picture: https://t.co/Hm991d7XHX Financial markets in one picture: https://t.co/Hm991d7XHX"
X Link 2025-10-17T20:36Z [----] followers, 14.2K engagements

"This just in: Oil glut delayed until next week. Thank you for your attention to this matter. EIA (wk ending [--] October) Crude: -0.961M Cushing: -0.770M Gasoline: -2.147M Distillates: -1.479M EIA (wk ending [--] October) Crude: -0.961M Cushing: -0.770M Gasoline: -2.147M Distillates: -1.479M"
X Link 2025-10-22T15:39Z [----] followers, [----] engagements

"The never-ending saga of the $MEG takeover battle. Every day brings a new twist. Fund management giant Fidelity Investments is threatening to vote against Cenovus Energy Inc.s friendly takeover of MEG Energy Corp. according to three sources putting the $8.6-billion marriage at risk. Fund management giant Fidelity Investments is threatening to vote against Cenovus Energy Inc.s friendly takeover of MEG Energy Corp. according to three sources putting the $8.6-billion marriage at risk"
X Link 2025-10-23T17:16Z [----] followers, [---] engagements

"but no mention that in [----] $CVE will be finally closing their acquisition of $MEG THE YEAR IS [----] $CNQ HAS POSTED FLAT RETURNS FOR 12-YEARS & THE BROS STILL TELLING ME TO BUY QUALITY; $WCP BROS GETTING REVVED UP CUZ BRAD WALL BOUGHT [----] SHARES; $BTE HAVE GONE BANKRUPT TWICE & $TVE HAS RE-ISSUED THEIR $5 COOKIE. MEANWHILE @ITOLDYA6 HAS 25X HIS MONEY ON $TNZ THE YEAR IS [----] $CNQ HAS POSTED FLAT RETURNS FOR 12-YEARS & THE BROS STILL TELLING ME TO BUY QUALITY; $WCP BROS GETTING REVVED UP CUZ BRAD WALL BOUGHT [----] SHARES; $BTE HAVE GONE BANKRUPT TWICE & $TVE HAS RE-ISSUED THEIR $5 COOKIE."
X Link 2025-11-01T10:46Z [----] followers, [---] engagements

"Just as all that glitters is not gold all that comes out of an oil well is not oil. Is U.S. $Oil production really growing Thanks Anne. https://t.co/gyupGlGDAd Is U.S. $Oil production really growing Thanks Anne. https://t.co/gyupGlGDAd"
X Link 2025-11-01T15:53Z [----] followers, [----] engagements

"@NuggetCapital Add $AAV and $ARX to your list as well"
X Link 2025-11-05T00:39Z [----] followers, [---] engagements

"Technically if energy equities drop in price you can buy back $MEG assets at a lower price. And as an added bonus you get the $CVE assets too. Who is still waiting to buy back $meg at a lower price Who is still waiting to buy back $meg at a lower price"
X Link 2025-11-14T11:19Z [----] followers, [---] engagements

"@BeegJj Now that $CVE has bought $MEG Rich should just buy $CVE and work his 'magic' on all those assets"
X Link 2025-12-11T15:01Z [----] followers, [---] engagements

"@AssetTraveller With the caveat that I might be wrong I think [----] could be the year $ARX is subject to a takeover bid. I am honestly surprised that it hasn't happened already"
X Link 2025-12-16T17:50Z [----] followers, [---] engagements

"We have the Pelosi ETF the Anti-Cramer ETF do we have an anti-GS ETF yet @BOEReport Goldman is probably loading the boat right now @BOEReport Goldman is probably loading the boat right now"
X Link 2026-01-13T01:06Z [----] followers, [---] engagements

"7 billion people in developing economies want a better life for themselves and their families. This is going to require energy a lot more energy and no one outside a handful of Western politicians cares about a 'carbon footprint'"
X Link 2026-01-13T21:40Z [----] followers, [---] engagements

"@Kelly1010x I agree along with $ARX as well"
X Link 2026-01-13T21:55Z [----] followers, [---] engagements

"So just to clarify Trump wants US oil companies to invest billions rebuilding energy infrastructure in a country beset with problem motorcycle gangs drug cartels and a corrupt military regime With no security guarantees It could be worse it could be California but still"
X Link 2026-01-22T21:28Z [----] followers, [---] engagements

"US military assets continue to be positioned as options are explored. Might be time for the Iranian regime to consider a relaxing Siberian retirement. Trump Seeks 'Decisive' Options for Iran -- WSJ The U.S. held off on strikes but is moving an aircraft carrier jet fighters to the region After pulling back from strikes on Iran last week President Trump is still pressing aides for what he terms "decisive" military options Trump Seeks 'Decisive' Options for Iran -- WSJ The U.S. held off on strikes but is moving an aircraft carrier jet fighters to the region After pulling back from strikes on"
X Link 2026-01-22T21:32Z [----] followers, [---] engagements

"@AssetTraveller Compared to California ($1.6 trillion & counting) those are 'rookie numbers' but I feel your pain. Politicians everywhere seem to have embraced a love of massive debts and deficits. I fear this ends very badly"
X Link 2026-01-23T21:20Z [----] followers, [--] engagements

"Warm wishes and fuzzy feel good platitudes won't keep you warm but natural gas will. Once again the Green Dream of renewable energy solving the planet falls flat on its face during a weather event. Imagine the North East USA being 100% reliant on solar and wind during this weekends weather. How many citizens would be frozen to death Once again the Green Dream of renewable energy solving the planet falls flat on its face during a weather event. Imagine the North East USA being 100% reliant on solar and wind during this weekends weather. How many citizens would be frozen to death"
X Link 2026-01-26T14:30Z [----] followers, [---] engagements

"Does anything stop this train a) Valuations are stretched the economy is slowing & unemployment is rising. The market is going to correct significantly. b) We're $38 trillion in debt. They are going to run it hot they can't afford a correction market keeps rising. A B A B"
X Link 2026-01-28T00:26Z [----] followers, [---] engagements

"Buckle up - this weekend might be a pivotal turning point in the Middle East and energy markets are not paying sufficient attention to the situation.yet Behind-the-scenes talks between Iran and the U.S. have reached a complete deadlock. Tehran is rejecting any deal. The New York Times reports that Washington is demanding a permanent end to uranium enrichment limits on ballistic missiles and an end to support for proxy groups https://t.co/4t7dO7mR1Q Behind-the-scenes talks between Iran and the U.S. have reached a complete deadlock. Tehran is rejecting any deal. The New York Times reports that"
X Link 2026-01-28T22:31Z [----] followers, [---] engagements

""Rough month for oil bears" And yet I'm okay with that. Rough month for oil bears Rough month for oil bears"
X Link 2026-01-28T22:32Z [----] followers, [---] engagements

"It's 'almost' as if constantly flip-flopping on policies creates an environment of uncertainty and companies hate to invest during periods of uncertainty. Imagine seeing this and thinking oil companies are going to rush to drill in Venezuela based on Trump administration assurances Imagine seeing this and thinking oil companies are going to rush to drill in Venezuela based on Trump administration assurances"
X Link 2026-01-29T12:08Z [----] followers, [----] engagements

""Almost every pundit investment bank and consulting firm went into [----] bearish oil." When you go with the 'crowd' you can get trampled. Being a contrarian isn't easy but remember that if you want to do better than everyone else you can't do what everyone else is doing. Oil prices are still very low on an inflation adjusted basis. Almost every pundit investment bank and consulting firm went into [----] bearish oil. https://t.co/2svvg4Dzfw Oil prices are still very low on an inflation adjusted basis. Almost every pundit investment bank and consulting firm went into [----] bearish oil."
X Link 2026-01-29T18:33Z [----] followers, [---] engagements

"Geopolitical risk in the Middle East remains high & underappreciated. Iran to conduct naval exercises Sunday & Monday assuming the US doesn't sink their navy Friday & Saturday. Iran issued a warning to ships (via maritime channels including VHF radio from Iranian authorities) that it plans to conduct a live-fire naval exercise (naval shooting) in the Strait of Hormuz on Sunday and Monday (February 12) @Osint613 Iran issued a warning to ships (via maritime channels including VHF radio from Iranian authorities) that it plans to conduct a live-fire naval exercise (naval shooting) in the Strait"
X Link 2026-01-29T18:38Z [----] followers, [---] engagements

"Well this seems quite interesting. For those keeping score at home it is now: Trump: [--] (Venezuela Panama) Xi: [--] 🔥 Jan 29: Panamas Supreme Court ruled that the concession held by a subsidiary of Hong Kongs CK Hutchison Holdings to operate the Balboa and Cristbal ports at either end of the Panama Canal was unconstitutional an outcome that advances a US aim to block any influence by https://t.co/GYeBbDr9Oe 🔥 Jan 29: Panamas Supreme Court ruled that the concession held by a subsidiary of Hong Kongs CK Hutchison Holdings to operate the Balboa and Cristbal ports at either end of the Panama Canal"
X Link 2026-01-30T23:21Z [----] followers, [---] engagements

"Remember two things: [--]. this is the 2020s and you never expected a global pandemic war in Europe or war in the Middle East [--]. a "conspiracy theorist" is someone who figures out the truth before you do thank you for your attention to this matter. Lets be clear Friday was a planned coordinated bank rescue. The financial mafia is losing the war to the price discovery of real money. $Silver Lets be clear Friday was a planned coordinated bank rescue. The financial mafia is losing the war to the price discovery of real money. $Silver"
X Link 2026-01-31T15:12Z [----] followers, [---] engagements

"They say a picture is worth a thousand words and yes I know that technically it's a chart but focus people focus on the big picture. Relevant now more than ever. https://t.co/EdkZDMwhjn Relevant now more than ever. https://t.co/EdkZDMwhjn"
X Link 2026-01-31T22:41Z [----] followers, [---] engagements

"@JoshYoung But Iran has a stellar reputation for adhering to the treaties that they sign and have never violated them. Oh wait"
X Link 2026-02-03T02:29Z [----] followers, [--] engagements

"Trump: Talks are going great greatest peace talks ever Meanwhile in the real world. US-IRAN UPDATE (via N12 News & Reuters): Iranian drone approaching US aircraft carrier intercepted. US-flagged oil tanker challenged by Iranian gunboats. Tehran refuses to discuss missile program with US. Feels like we may be shifting from diplomacy to military crisis mode. US-IRAN UPDATE (via N12 News & Reuters): Iranian drone approaching US aircraft carrier intercepted. US-flagged oil tanker challenged by Iranian gunboats. Tehran refuses to discuss missile program with US. Feels like we may be shifting from"
X Link 2026-02-03T18:09Z [----] followers, [---] engagements

"While India & China roll out a never-ending stream of new coal plants Germany celebrates its own economic suicide. [--] billion people in developing economies want a better life for themselves & their families. "Climate change" is only an issue in the minds of Western politicians. Building on my earlier post here's the result of Germany's self-inflicted energy policy injuries: Germany's gross electrical production has fallen -18% since [----] It has diminished itself. Intentionally turning the clock back on progress. Again this is nearly inconceivable https://t.co/v8KU8FbJNx Building on my earlier"
X Link 2026-02-03T22:36Z [----] followers, [---] engagements

"Desperate people tend to do desperate things. If the regime felt it was on the verge of collapse is it really that difficult to imagine them deciding to take everyone else along with them Geopolitical analyst on Iran oil risk: "I wouldn't be surprised if Iran has missiles pointed at oil fields throughout the Gulf." "I also wouldn't be surprised if they attacked Iraqi fields." Geopolitical analyst on Iran oil risk: "I wouldn't be surprised if Iran has missiles pointed at oil fields throughout the Gulf." "I also wouldn't be surprised if they attacked Iraqi fields.""
X Link 2026-02-04T21:34Z [----] followers, [---] engagements

"We can argue about which letter of the alphabet best describes the economy right now but the truth of the matter is that the economy simply sucks for the bottom 50% (+/-) . Well this doesn't seem great. https://t.co/BbCKM9ZBkr Well this doesn't seem great. https://t.co/BbCKM9ZBkr"
X Link 2026-02-06T00:35Z [----] followers, [---] engagements

"@amberkanwar Bears make $ Bulls make $ but pigs get slaughtered. $PVTB SH should remember SP would be a lot lower w/o initial $CIBC bid"
X Link 2016-12-06T15:04Z [----] followers, [--] engagements

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