@RazorOil Avatar @RazorOil Razor Oil

Razor Oil posts on X about $cveto, canada, $megto, in the 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 18.31% countries 16.2% stocks 10.56% cryptocurrencies 2.11% currencies 2.11% social networks 1.41% technology brands 1.41%

Social topic influence $cveto 8.45%, canada 8.45%, $megto 7.75%, in the 6.34%, company 4.93%, flow 4.23%, $su #12, $scrto 3.52%, $cnqto 3.52%, venezuela 3.52%

Top accounts mentioned or mentioned by @basedharun @crudeoil4life @bubleqe @cityofcalgary @pierrepoilievre @assettraveller @rynokinsight @nuggetcapital @vonvoorhees @vanisleinvestor @chooserich @youtube @luv2skipow @tiffanyrg9 @sadbillackman @malexmclennan @aelb1337 @paulskallas @sguilbeault @realemirhan

Top assets mentioned Suncor Energy, Inc. (SU) Enbridge, Inc (ENB) ConocoPhillips (COP) Cenovus Energy Inc. (CVE) Copiosa Coin (COP2) Aethir (ATH)

Top Social Posts

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

"So $COP ConocoPhillips just reported. Good quarter but the most important number that you will NOT see on TV today is: ( drumroll.) The companys [----] production guidance is 2.33mm boe/d to 2.36mm boe/d with Q1 [----] production is expected to be [----] to 2.34mm boe/d. Why is this important 🚨🚨🚨 Because they just delivered full-year total company production of 2.375mm boe/d so yes NO drill baby drill friendz. Production is NOT planned to grow. In fact they are on track to achieve incremental cost reductions and margin enhancements of more than $1 billion on a run-rate basis by year-end 2026.so"
X Link 2026-02-05T13:53Z 21.5K followers, 10.1K engagements

"Made a Tourmaline Oil $TOU.TO video. Indeed an amazing company especially for NG bulls and yet can't decide if this exposure to AECO in [----] is a net positive or negative for them can't decide. Let me know your thoughts. 🫑πŸͺ’"
X Link 2025-06-01T21:28Z 21.5K followers, 10.7K engagements

"Rate this non-equal weight portfolio. What do you add/remove $XEG.TO 🫣πŸͺ’"
X Link 2025-10-25T16:45Z 21.5K followers, 14.2K engagements

"Meg Energy $MEG.TO is going to Cenovus $CVE.TO with Strathcona $SCR.TO support 🀯πŸͺ’"
X Link 2025-10-27T10:18Z 21.5K followers, 11.9K engagements

"Brilliant move by Adam Waterous to get the Vawn SAGD asset at about 60% off $SCR.TO 🫣πŸͺ’"
X Link 2025-10-27T10:43Z 21.5K followers, [----] engagements

"I guess thats one way of looking at the situation Ovintiv $OVV.TO and Cenovus $CVE.TO did have many babies tho that were adopted by various companies like $WCP.TO $PSK.TO $IPCO.TO $CNQ.TO and othersalso $NVA.TO Nuvista is cute but wtf $MEG.TO Meg Energy is such a massive dude lol πŸ˜‚πŸͺ’ https://twitter.com/i/web/status/1986037736541765827 https://twitter.com/i/web/status/1986037736541765827"
X Link 2025-11-05T11:47Z 21.5K followers, [----] engagements

"Over the past five months weve seen a whirlwind of interactions and opinions surrounding the MEG Energy $MEG.TO takeover saga and bidding war. Now that the deal is finalized and Cenovus Energy $CVE.TO has acquired MEG its worth pausing to reflect on how absurd some of the financial experts statements and predictions were. Time to move forwardbest of luck to MEG and Cenovus building NARROWS LAKE. 🫑πŸͺ’ https://twitter.com/i/web/status/1986472991962898486 https://twitter.com/i/web/status/1986472991962898486"
X Link 2025-11-06T16:37Z 21.5K followers, [----] engagements

"@NuggetCapital The inflection could be from things being shitty to slightly better Q3 FCF wasnt that bad but the annual one is intriguing πŸ€” seems like almost a leverage play to $CNR.TO not sure"
X Link 2025-11-08T17:31Z 21.5K followers, [---] engagements

"The $PEY.TO vs. $TOU.TO dispute will never end.must never end 🫣πŸͺ’ I didnt realize I live rent free 🀣 YTD total returns: $PEY.to +38.6% $TOU.to -3.9% (yes negative) $ARX.to -4.4% (yes negative) Yup $PEY.to sure missed out 🀑 Youd think he would have admitted his mistakes but no he keeps peddling nonsense. Thread incoming 🫑 https://t.co/BLdMFCBYQx I didnt realize I live rent free 🀣 YTD total returns: $PEY.to +38.6% $TOU.to -3.9% (yes negative) $ARX.to -4.4% (yes negative) Yup $PEY.to sure missed out 🀑 Youd think he would have admitted his mistakes but no he keeps peddling nonsense. Thread"
X Link 2025-11-20T21:39Z 21.5K followers, [----] engagements

"Random generalist on X: You are an idiot Canadian Oil stocks didnt do anything for [--] years time value of money bla bla NvidiaBitcoinblah blah5 handleOPEC spare capacitybut Saudisand China demand wow. Meanwhile low cost of supply buyback strategy oil stocks:"
X Link 2025-12-12T12:17Z 21.5K followers, 10.3K engagements

"Ok friends. Starting a thread 🧡 on your [----] predictions Who is the getting acquired Any surprises you see What are you bullish/bearish on share below πŸ‘‡ #LFG 🫑πŸͺ’"
X Link 2025-12-17T19:44Z 21.5K followers, 11.7K engagements

"The Nov-25 reported monthly OIL production rate for $MEG.TO MEG ENERGY CORP. MEG Christina Lake Regional Project now known as CLN for $CVE.TO was [------] bbl/d. Previous month oil production was [------] bbl/d yielding change in production oil rate of +1.4%. The average injected STEAM rate was [------] bbl/d from the identified [---] SAGD injectors with overall Steam to Oil Ratio of [----]. Source: AER Petrinex 🫑πŸͺ’ https://twitter.com/i/web/status/2003515469844877622 https://twitter.com/i/web/status/2003515469844877622"
X Link 2025-12-23T17:18Z 21.5K followers, [----] engagements

"A key consideration for the Canadian oil sands sector heading into [----] is illustrated by the recent $CVE.TO MEG Energy transaction where the purchase price reflects not only current production of approximately [------] bbl/d from MEG's legacy assets but also the expected ramp-up to [------] bbl/d with near-certain probability based on detailed development plans the I personally looked and studied from what was shared in the public domain.This forward-looking valuation approach in this case paying $55k per flowing on future barrels suggests that acquirers may increasingly justify paying premiums"
X Link 2025-12-25T17:37Z 21.5K followers, [----] engagements

"As a heavy oil expert with [--] patents in heavy oil production technology development and optimizations and prior experience as a senior technical SME at a supermajor U.S. oil company that Venezuela still owes money to.I wanted to correct some of the misguided takes circulating on X. While Venezuela has the world's largest oil reserves those figures do not translate directly into immediate production flow rates or rapid incremental increases which demand substantial time and investment. With the next budget season not arriving until Q3 U.S. producers are currently committed to ongoing projects"
X Link 2026-01-04T13:26Z 21.5K followers, 983.9K engagements

"In my previous post that gained significant traction I shared insights as a heavy oil expert in production technology development and optimization along with prior experience as a senior subject matter expert at a supermajor U.S. oil company that Venezuela still owes substantial payments to.Here is more detailed information from my close friend and SME on the topic ( got permission to share) on what to expect in the coming period the key challenges involved and the reasons why Venezuela's oil production cannot simply double overnight despite potential optimism: The events in Venezuela over"
X Link 2026-01-05T11:59Z 21.5K followers, 46.1K engagements

"Guys guys What if the actual game is this: since Venezuela only makes a tiny amount of the diluent (like naphtha) needed to thin its super-heavy oil so it can flow through pipelines the real play might just be stopping Russia and Iran from sending their naphtha diluent to Venezuela. Cutting off those shipments directly hurts Russia and Iran and without diluent flowing in there's no way Venezuela can ramp up heavy oil production anyway.wow Comment to call BS on this theory 🫑πŸͺ’ https://twitter.com/i/web/status/2009352961420611663 https://twitter.com/i/web/status/2009352961420611663"
X Link 2026-01-08T19:54Z 21.5K followers, 17.1K engagements

"My experience so far holding Canadian oil companies in"
X Link 2026-01-10T14:50Z 21.5K followers, 16.9K engagements

"@VonVoorhees I find $ENCL trades more inline with the underlying holdings"
X Link 2026-01-10T15:22Z 21.5K followers, [---] engagements

"@VanIsleInvestor Most valuable company in Canada imho"
X Link 2026-01-19T01:45Z 21.5K followers, [----] engagements

"SAGD and SAGD optimizations examples Suncor Cenovus ConocoPhillips IPCO Blackrod MEG Energy deeper dive https://x.com/i/broadcasts/1OdKrOBWAOeGX https://x.com/i/broadcasts/1OdKrOBWAOeGX"
X Link 2026-01-21T21:27Z 21.5K followers, 12.9K engagements

"The Dec-25 reported monthly OIL production rate for $ATH.TO ATHABASCA OIL CORPORATION AOC LEISMER was [-----] bbl/d. Previous month oil production was [-----] bbl/d yielding change in production oil rate of +0.2%. The average injected STEAM rate was [-----] bbl/d from the identified [--] SAGD injectors with overall Steam to Oil Ratio of [----]. Low decline low cost of supply. Source: AER Petrinex 🫑πŸͺ’"
X Link 2026-01-29T15:03Z 21.5K followers, [----] engagements

"For those wondering what could've been and what is our beautiful $MEG.TO up to these days: The Dec-25 reported monthly OIL production rate for $MEG.TO MEG ENERGY CORP. MEG Christina Lake Regional Project aka Christina Lake North for $CVE.TO was [------] bbl/d . Previous month oil production was [------] bbl/d yielding change in production oil rate of -1.6%. The average injected STEAM rate was [------] bbl/d from the identified [---] SAGD injectors with overall Steam to Oil Ratio of [----]. Source: AER Petrinex 🫑πŸͺ’ https://twitter.com/i/web/status/2017014697418166494"
X Link 2026-01-29T23:19Z 21.5K followers, [----] engagements

"The Dec-25 reported monthly OIL production rate for $SU.TO SUNCOR ENERGY INC. FIREBAG SAGD asset was [------] bbl/d. Previous month oil production was [------] bbl/d yielding change in production oil rate of -2.1%. The average injected STEAM rate was [------] bbl/d from the identified [---] SAGD injectors with overall Steam to Oil Ratio of [---]. Source: AER Petrinex 🫑πŸͺ’ https://twitter.com/i/web/status/2017284983522791633 https://twitter.com/i/web/status/2017284983522791633"
X Link 2026-01-30T17:13Z 21.5K followers, [----] engagements

"The Dec-25 reported monthly OIL production rate for $COP ConocoPhillips Canada Surmont SAGD asset was [------] bbl/d. Previous month oil production was [------] bbl/d yielding change in production oil rate of -0.7%. The average injected STEAM rate was [------] bbl/d from the identified [---] SAGD injectors with overall Steam to Oil Ratio of [---]. Source: AER Petrinex 🫑πŸͺ’ https://twitter.com/i/web/status/2018365965743124935 https://twitter.com/i/web/status/2018365965743124935"
X Link 2026-02-02T16:48Z 21.5K followers, [----] engagements

"🀯+8.5% is this good asking for a friend The Dec-25 reported monthly OIL production rate for $CVE.TO Cenovus Energy FOSTER CREEK SAGD asset was [------] bbl/d. Previous month oil production was [------] bbl/d yielding change in production oil rate of +8.5%. The average injected STEAM rate was [------] bbl/d from the identified [---] SAGD injectors with overall Steam to Oil Ratio of [---]. Source: AER Petrinex🫑πŸͺ’ https://twitter.com/i/web/status/2018375962547933192 https://twitter.com/i/web/status/2018375962547933192"
X Link 2026-02-02T17:28Z 21.5K followers, [----] engagements

"Leismer going from [-----] bbl/d to [-----] bbl/d by next year is a game changer for this company considering their unique scale in the context of meg acquisition and smaller guys greenfielding [----] [------] bbl/d assets that take a lot of capital and time in a volatile price environment. Good work. 🫑πŸͺ’ Buybacks January [----] $ath $ath.to They boughtback [------] of their own shares It's been a long time since they bought 1M shares in any month 🌞 https://t.co/M0jtHHo1IK Buybacks January [----] $ath $ath.to They boughtback [------] of their own shares It's been a long time since they bought 1M shares in"
X Link 2026-02-03T18:12Z 21.5K followers, [----] engagements

"@chooserich @BubleQe ur boi continues to struggle"
X Link 2026-02-03T18:56Z 21.5K followers, [---] engagements

"My favorite thing about X is that Ill casually drop some actually valuable real-time oil field datalike current rates from different assets and instead of even getting a quick thanks people just hit me with cool now compare it to these other pads run the diffs and send the full report by EOD like Im their personal quant on payroll πŸ˜‚ its honestly hilarious how fast the entitlement kicks in only on X 🫣πŸͺ’"
X Link 2026-02-04T12:43Z 21.5K followers, [----] engagements

"Great quarter for Suncor Energy $SU.TO but lets be honest that most friends on here knew for months now that Suncor's Firebag asset is doing extremely well. 🫑πŸͺ’ The Dec-25 reported monthly OIL production rate for $SU.TO SUNCOR ENERGY INC. FIREBAG SAGD asset was [------] bbl/d. Previous month oil production was [------] bbl/d yielding change in production oil rate of -2.1%. The average injected STEAM rate was [------] bbl/d from the https://t.co/nQjTupgBnV The Dec-25 reported monthly OIL production rate for $SU.TO SUNCOR ENERGY INC. FIREBAG SAGD asset was [------] bbl/d. Previous month oil production"
X Link 2026-02-04T14:33Z 21.5K followers, [----] engagements

"So I guess its not just Exxon IYKYK 🫣πŸͺ’"
X Link 2026-02-04T15:44Z 21.5K followers, [----] engagements

"Me realizing most ppl actually prefer my dumbass humour tweets over the oil industry ones i spent hrs writing.🫣πŸͺ’"
X Link 2026-02-04T16:50Z 21.5K followers, 10.3K engagements

"Friends this week SAIT students will be watching this video studying Christina LakeLecture 4: MEG Energy SAGD recovery scheme and NCG co injection via @YouTube 🫑πŸͺ’ https://youtu.be/XdsMG8Azvfksi=Gv5QLZIfA_KXF1bg https://youtu.be/XdsMG8Azvfksi=Gv5QLZIfA_KXF1bg"
X Link 2026-02-04T19:52Z 21.5K followers, [----] engagements

"Good morning to everyone that loves [---] BILLION barrels that will be recovered via SAGD over the next [---] years 🫑πŸͺ’"
X Link 2026-02-06T15:08Z 21.5K followers, 37.8K engagements

"$ARX.TO emotions aside post todays drop we are looking at $16B EV and 410k boe/d with roughly 100k boe/d of that production in condensate stream. This company is NOT expensiveMike is watching🫣πŸͺ’"
X Link 2026-02-06T15:55Z 21.5K followers, [----] engagements

"All that noise in the past [---] years and yet here we are with 56% total return for $ATH.TO and 32% total return for $CVE.TO with dividends reinvested. Key consideration here is that Cenovus made a big acquisition last year in $MEG.TO other mgmt teams likely carefully monitoring in relation to market response.🫑πŸͺ’ https://twitter.com/i/web/status/2020520707260924051 https://twitter.com/i/web/status/2020520707260924051"
X Link 2026-02-08T15:30Z 21.5K followers, [----] engagements

"You cant lose if you win. #LFG 🏜🫑πŸͺ’"
X Link 2026-02-09T16:14Z 21.5K followers, [----] engagements

"@LUV2SKIPOW"
X Link 2026-02-09T21:04Z 21.5K followers, [---] engagements

"In other news Exxon CEO tells Trump that Venezuela is uninvestable stock up +26% 🫣πŸͺ’ [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18% [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18%"
X Link 2026-02-10T15:33Z 21.5K followers, 67.7K engagements

"In my view were never going to see another [------] bbl/d SAGD central processing facility built in our lifetimethose days are gone. The new ceiling is around [-----] bbl/d for a greenfield plant and from there you just add barrels gradually in phases. That approach keeps the cost of supply low avoids massive upfront capital risk and gives investors a lot more confidence that management is being disciplined with where the money is going this reality makes larger scale SAGD assets rare and valuable. 🫑πŸͺ’"
X Link 2026-02-10T16:05Z 21.4K followers, [----] engagements

"@BasedHarun @CrudeOil4Life Imperial oil operates Canadian assets with 69% ownership by Exxon"
X Link 2026-02-10T16:22Z 21.5K followers, [---] engagements

"@BasedHarun @CrudeOil4Life You are very much misinformed on the topic"
X Link 2026-02-10T16:30Z 21.5K followers, [---] engagements

"Unpopular view: The crazier Trump getswild tariffs trade tantrums 51st-state threatsthe more Canada shines as the calm stable reliable trade partner everyone else wants to deal with instead. Bullish Canada 🫑πŸͺ’"
X Link 2026-01-17T17:26Z 21.5K followers, 158.9K engagements

"In my view these guys will be next to get acquired by $SCR.TO Strathcona Resources. The Dec-25 reported monthly OIL production rate for CONNACHER OIL AND GAS LIMITED GREAT DIVIDE SAGD asset was [-----] bbl/d. Previous month oil production was [-----] bbl/d yielding change in production oil rate of -2.9%. The average injected STEAM rate was [-----] bbl/d from the identified [--] SAGD injectors with overall Steam to Oil Ratio of [--]. Source: AER Petrinex 🫑πŸͺ’"
X Link 2026-02-03T16:03Z 21.5K followers, [----] engagements

"Between Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today oil production increased by 2.7% #COM🫑πŸͺ’"
X Link 2023-10-27T19:53Z 21.5K followers, 17K engagements

"Suncor reporting 10% FCF yield with $1.9B in free funds flow in Q4 EV $76.8B debt $6.8B. Returned $1.7B to shareholders with $1B in share repurchases and $0.7B in divvysupsteam production 875k bbl/d refining sales at 613k bbl/d shifting to 100% excess FCF to buybacks in Q4. Good job. $SU.TO $SU 🫑πŸͺ’"
X Link 2025-02-05T23:57Z 21.5K followers, [----] engagements

"Me with my belongings still being bullish oil after seeing all my friends leave the trade 🧻πŸͺ’"
X Link 2025-05-07T19:21Z 21.5K followers, [----] engagements

"Thanks to all that attended my talk at CRIN. It was awesome to meet so many friends from Imperial Suncor Alberta Innovates and many other organizations. The link to my entire presentation is in the first comment. Enjoy 🫑πŸͺ’"
X Link 2025-10-17T14:58Z 21.5K followers, 47.4K engagements

"US population 0.34B oil consumption 20.5% China population 1.4B oil consumption 14% India population 1.4B oil consumption 4.9% And in some point we just accepted this as a reasonable status quo πŸ«₯πŸͺ’"
X Link 2026-02-07T16:09Z 21.5K followers, [----] engagements

"Donald Trump on Venezuelan oil in 2023: "Their oil is garbage. Its horrible. The worst you can get Chris Wright in 2026:"
X Link 2026-02-15T16:57Z 21.5K followers, [----] engagements

"Thanks to all for your support Please consider my book on Amazon as it will change the way you think about life and advance further acceptance love and happiness in your family (and patience as an investor) cheers and happy holidays πŸŽ„πŸͺ’ https://a.co/d/dQ6Xonj https://a.co/d/dQ6Xonj"
X Link 2022-12-21T20:11Z 21.5K followers, 52.1K engagements

"Merry Christmas πŸŽ„ Your kids enjoyed opening their plastic toy boxes today Special thanks to the Alkane family and hydrocarbons in general. #COM πŸͺ’"
X Link 2022-12-25T16:48Z 21.5K followers, 14.6K engagements

"I got so many thank you messages from so many of you appreciating our spaces and just wanted to say thank you back Also got fast recovery ❀🩹 messages and thank you for those as wellfeeling much better and will continue contributing to our amazing community. #LFG #COM πŸ™πŸͺ’πŸ«‘"
X Link 2023-02-27T16:54Z 21.5K followers, 20.9K engagements

"You know in your heart that what my bud Shubham is doing is NOT normal and you know you love it Incredible value added to the #COM community Watch out institutional investors the retail subject matter experts are here and we are here to stay #COM Amazing job Shubham 🫡πŸ₯‡πŸͺ’"
X Link 2023-03-19T22:12Z 21.5K followers, 29.4K engagements

"Should I follow back Asking for a friend😬 #COM 🫑πŸͺ’"
X Link 2023-04-08T23:37Z 21.5K followers, 28K engagements

"Hey friends taking a break from posting/hosting til June as Im taking some time off to chill by the pool somewhere sunnyits the luxury of being a long term investor as short term price fluctuations are irrelevant. The oil bull investment thesis is intact. #COM 🫑πŸͺ’"
X Link 2023-04-27T21:14Z 21.5K followers, 14.7K engagements

"@tiffanyrg9 @SadBillAckman @MAlexMclennan Im speechless. Please accept my condolences πŸ’ what an amazing guy. Sending love to all friends on twitter. Lets use this opportunity to reflect on whats important &advance forward remembering our dear @SadBillAckman no words. Much love to all #COM RIP @SadBillAckman 🫑πŸͺ’"
X Link 2023-06-11T21:22Z 21.5K followers, 36.9K engagements

"What if I told you that the US Strategic Petroleum Reserve (SPR) comprises of [--] salt-dome storage caverns located at four sites in Texas and Louisiana with each cavern storing roughly [----] million barrels It seems like most think SPR is one giant hole underground #COM 🫑πŸͺ’"
X Link 2023-07-17T16:58Z 21.5K followers, 43.9K engagements

"@AELB1337 @PaulSkallas These funny dressed dudes are the reason you are typing these messages to respond to my message. And you will respond to my message by using the technology advanced by the funny dressed dudes"
X Link 2023-08-12T22:47Z 21.5K followers, 13.5K engagements

"Getting ready to speak in-front of 100+ lawyers on the topic of neurodiversity and my book Apollo Autism in hope to advance a more accepting and happier tomorrow. #COM 🫑πŸͺ’"
X Link 2023-08-22T17:45Z 21.5K followers, [----] engagements

"A thought provoking exercise. There is no alternative to refined products such as asphalts lubs diesel for heavy duty machinery kerosene for jet fuel not that we can just attach a battery to an aircraft ✈ and fly across oceans right but what happens to the PRICE of naphthas or gasoline in a perfect world of 100% electric vehicles utilization Ill tell you what happens. Gasoline becomes a byproduct that would have minimal demand right Therefore the PRICE for this byproduct would have to decline correct And therefore it will become a cheaper alternative for consumers which means higher DEMAND"
X Link 2023-08-24T10:22Z 21.5K followers, 24.7K engagements

"@s_guilbeault Zip it Start working on homelessness and affordable housing"
X Link 2023-09-01T21:51Z 21.5K followers, [----] engagements

"Recently I saw a post that somehow the SPR will collapse if drained; perhaps the author referred to geomechanical risk related to caverns collapsingbut What if I told you that the US Strategic Petroleum Reserve (SPR) comprises of [--] STANDALONE salt-dome storage caverns located at FOUR different sites in Texas and Louisiana with each cavern storing roughly [----] million barrels Very little chance of these caverns failing simultaneously especially when they are being pressurize at all times with brineit seems like most think SPR is one giant hole underground that will just collapse if drained"
X Link 2023-09-11T15:06Z 21.5K followers, 47.9K engagements

"Mood #COM 🫑πŸͺ’"
X Link 2023-09-20T12:26Z 21.5K followers, [----] engagements

"Hydrocarbons like bitumen and other heavy oils are typically too dense to flow on major export pipelines. For example bitumen produced in the oil sands has a density of about [----] kg/m3 while the maximum density of crude oil allowed on pipelines such as Trans Mountain Keystone and the Enbridge Mainline is [---] kg/m3. Bitumen and other heavy oils are often diluted with lighter hydrocarbons to create diluted bitumen with lower density. #COM 🫑πŸͺ’"
X Link 2023-09-22T13:30Z 21.5K followers, 29.6K engagements

"Im not political but its a tough day for me as a Canadian. Im paying taxes to the guys that applauded a guy that killed my ancestorsin millionsAnd yet somehow my grandparents survived and we are here Baruch ata Adonai Eloheinu Melech haolam"
X Link 2023-09-24T22:53Z 21.5K followers, 23.6K engagements

"Oh the SPR level is frightful But the Demand is so delightful And since we've no Supply to go Let it flow Let it flow Let it flow #COM 🫑πŸͺ’"
X Link 2023-10-03T12:37Z 21.5K followers, [----] engagements

"Only 2% of United States oil production is API [--] or lower with density of [-----] kg/m3 or higher yet US is configured to refine mainly heavy oil. Thus most incremental prd from US likely to be exported to emerging markets while Canadian oil imports become a necessity. #COM 🫑πŸͺ’"
X Link 2023-10-06T15:19Z 21.5K followers, 34K engagements

"Meg Energy $MEG.TO Christina Lake no oil production decline at their asset for the past [--] years. Every turnaround event resulted in higher oil production rates the following quarter with no exception when it comes to the upcoming Q3. In Q2 the company reported [-----] bbl/d with flush production being realized when they report on Nov 6th I expect their production to be closer to [------] bbl/d which is what they reported in Q1. This could explain the recent strong stock performance with MC close to 8B CAD I truly believe this company trades much closer to its asset value and going forward its"
X Link 2023-10-21T17:11Z 21.5K followers, 41.6K engagements

"A thought provoking exercise. There is no alternative to refined products such as asphalts lubs diesel for heavy duty machinery kerosene for jet fuel not that we can just attach a battery to an aircraft ✈ and fly across oceans right but what happens to the PRICE of naphthas or gasoline in a perfect world of 100% electric vehicles utilization Ill tell you what happens. Gasoline becomes a byproduct that would have minimal demand right Therefore the PRICE for this byproduct would have to decline correct And therefore it will become a cheaper alternative for consumers which means higher DEMAND"
X Link 2023-10-28T13:36Z 21.5K followers, 36.1K engagements

"@RealEmirHan Cast Away"
X Link 2023-10-30T16:11Z 21.5K followers, 26.1K engagements

"ATHA wow what a company what a story. One day I should write a book about this.#COM 🫑πŸͺ’"
X Link 2023-11-01T14:04Z 21.5K followers, 21.3K engagements

"$CVE.TO $2.4B in FCF while $CNQ.TO $2.7B in FCF in one quarter wow Market Cap for $CVE.TO $50B for $CNQ.TO $98B.when you see it you cant unsee it. Not a recommendation. #COM 🫑πŸͺ’"
X Link 2023-11-02T10:36Z 21.5K followers, 26.8K engagements

"@visegrad24 RIP Kim and our defenders of Israel πŸ’”"
X Link 2023-11-03T23:17Z 21.5K followers, [----] engagements

"Energy ignorance is a disease. #COM 🫑πŸͺ’ Its the truth. All of these climate extremists lives have been made better by oil & theyve been programmed to hate it. https://t.co/uuMyYvUjXy Its the truth. All of these climate extremists lives have been made better by oil & theyve been programmed to hate it. https://t.co/uuMyYvUjXy"
X Link 2023-11-19T19:23Z 21.5K followers, 13.2K engagements

"People have extremely short memories. Last year we saw almost precisely the same thing. WTI dropped exactly the same and recovered to $80 by new year. Crude commercial stockpiles also increased significantly from 420mmbbls to 440mmbbls and dropped back towards new year as prices recovered. Something similar was seen in Dec [--] whats unique this time is the super bearish positioning by traders. Demand was down slightly more than Nov [--] and Nov [--] but still within the normal standard deviation. Not scared Mr .Market I know what I own.Please share if you see other data that contradicts whats"
X Link 2023-12-04T23:31Z 21.5K followers, 34.4K engagements

"Date night much ❀ to all friendsπŸŽ„#COM 🫑πŸͺ’"
X Link 2023-12-10T02:09Z 21.5K followers, 11.2K engagements

"@GonenYonatan Her story is absolutely heartbreaking and so happy she survived πŸ™πŸ™πŸ™πŸ•Ž"
X Link 2023-12-10T19:49Z 21.5K followers, 14.1K engagements

"Merry Xmas to all except the EIA dude that decided that propane and butane is oil. #COM πŸŽ„πŸ«‘πŸͺ’"
X Link 2023-12-25T16:34Z 21.5K followers, 24K engagements

"population is 340mm with oil demand of 21mm bbl/d ; population 1.425B with roughly 16mm bbl/d oil demand and population is 1.428B with roughly 5.3mm bbl/d in oil demand. Question πŸ™‹β™‚ why is an average American consumes [----] bbl/year Chinese national consumes [--] bbl/year and Indian national consumes [---] bbl/year And what happens if an average person in India or China consumed just one more bbl/year.#COM 🫑πŸͺ’"
X Link 2023-12-29T18:18Z 21.5K followers, 98.7K engagements

"Personal note. Twitter/X is a valuable and important connections tool. It allows ppl to connect on specific topics share views and valuable data gain significant knowledge learn to further advance ones knowledge on specific topics. Participation of actual Subject Matter Experts (SMEs) is key to advance the quality of knowledge shared. Many amateurs and bullies though take advantage of this platform to advance their hidden agendas. Often they will distort reality play mental gymnastics and use emotional abuse tactics such as shaming accusing blaming and denying their own past behaviours."
X Link 2023-12-31T00:02Z 21.5K followers, 16.2K engagements

"Boredom is underrated. For me best ideas appeared when I was bored or like in this caserelaxing in a shower.🚿 I just noticed that this patent was just GRANTED in Novemberwhich in my view was one of the more important inventions in my career. The inspiration came from sitting in a hot shower in [----] or so and observing the steam rise while realizing that the transition to the solvent driven phase could be at the point when steam expands laterally as function of the temperature increase in the overburden and therefore increase in SOR. Of course it was a lot of effort to simulate the idea and"
X Link 2024-01-07T18:52Z 21.5K followers, 25.6K engagements

"At first glance Cenovus Energy $CVE.TO earnings inline with expectations with a small estimate BEAT despite lower oil prices and crack spreads still managed to FCF $892mm. Strong Q4 production of [------] BOE/d and yielded just under 10% FCF yield in [----]. #COM 🫑πŸͺ’"
X Link 2024-02-15T12:24Z 21.5K followers, 18.4K engagements

"@shootermcgavin @CrudeOil4Life"
X Link 2024-02-27T03:41Z 21.5K followers, 43.3K engagements

"$CNQ.TO trades at $80k per flowing and despite the ATH still doesnt feel overly expensive imho management did a tremendous job. Congratulations to all friends invested. #COM 🫑πŸͺ’"
X Link 2024-02-29T19:24Z 21.5K followers, [----] engagements

"@MOSSADil Which one is Eli Kopter"
X Link 2024-05-20T06:33Z 21.5K followers, 52.6K engagements

"Our community friend Eric Nuttall just said on BNN that he essentially deployed all cash buying oil seems like also sold some NG and likes oil reiterated he is not a permabull but bullish right now. Thanks #COM 🫑πŸͺ’"
X Link 2024-06-06T14:04Z 21.5K followers, 12K engagements

"@cityofcalgary"
X Link 2024-06-15T16:34Z 21.5K followers, 21.1K engagements

"@ABDanielleSmith"
X Link 2024-06-15T17:23Z 21.5K followers, [----] engagements

"@Martyupnorth_2 They will say they were too busy designing bicycle lanes and dealing with climate emergency @cityofcalgary https://t.co/e9jrH7lK4i @cityofcalgary https://t.co/e9jrH7lK4i"
X Link 2024-06-16T01:39Z 21.5K followers, 17.8K engagements

"Moods #COM 🫑πŸͺ’"
X Link 2024-07-09T21:11Z 21.5K followers, [----] engagements

"The actual Tourmaline bbl of oil equivalent production rate reported for Q2 was [------] boe/d and my calculated number was [------] boe/d. This is a 99.4% accuracy similar to my Surge and Meg Energy estimates. I guess the value here for investors was that $TOU.TO would report on the lower side of their guidance. The one mistake I made is related to the 77% gas cut but actually it was 75%. I will integrate that production stream standard deviation fluctuation in my future calculations. Also seeing some substack poets hating one me running these numbers.why because its free Hope people find value"
X Link 2024-08-01T01:19Z 21.5K followers, [----] engagements

"When I retired about three months ago I didn't really know what it would be like. I did find myself spending more time with family and travelling and such but at the same time as somebody that never stopped working thinking advancing. I ended up having a lot of free time to do whatever. In some point I remember thinking wow wouldn't it be cool to know all production rates for all companies before they report I started programming the code to do just that and kinda didn't really stop. I actually kinda enjoyed it and still do.getting new features implementing looking at new data I've never seen"
X Link 2024-08-21T15:23Z 21.5K followers, 13.3K engagements

"Im sorry but its kind of fucked up that the entire universe is obsessed with one company that makes electronic circuits this is not normal"
X Link 2024-08-28T18:05Z 21.5K followers, [----] engagements

"Did something cool today. Presented to leaders from the companies that many of you invest in on emissions reducing technology development. Technical leaders from $CNQ.TO $CVE.TO $SU.TO $MEG.TO $IMO.TO attended. Very grateful for the opportunity. Thanks @caralynb Canadian Heavy Oil Association and sponsors for the wonderful event. #COM 🫑πŸͺ’"
X Link 2024-10-30T01:19Z 21.5K followers, 31.6K engagements

"@SallyMayweather Fixed it for you"
X Link 2024-11-10T01:09Z 21.5K followers, 59.2K engagements

"@PierrePoilievre Hey @PierrePoilievre Im one of the more recognized technical leaders in our sector. I want to help your campaign to get things right for our energy sector. My DMs are open. Alex Filstein 🫡πŸ₯‡"
X Link 2024-11-17T00:29Z 21.5K followers, 26.7K engagements

"Hey dudes please like and share and lets get this right next year Appreciate the support 🫑πŸͺ’ @PierrePoilievre Hey @PierrePoilievre Im one of the more recognized technical leaders in our sector. I want to help your campaign to get things right for our energy sector. My DMs are open. Alex Filstein 🫡πŸ₯‡ @PierrePoilievre Hey @PierrePoilievre Im one of the more recognized technical leaders in our sector. I want to help your campaign to get things right for our energy sector. My DMs are open. Alex Filstein 🫡πŸ₯‡"
X Link 2024-11-17T00:30Z 21.5K followers, 10.3K engagements

"Revisiting WHITECAP RESOURCES INC. $WCP.TO oil+gas production rates and providing general information. Current Enterprise Value is about $7B out which about $1B is in debt. The company is distributing annual dividend of $0.73/share so about 7% in divvies. Price been going sideways in a defined range for the past [--] months or so. Guiding 178k boe/d in [----] for prd rates and in Q3 reported $173.3k boe/d with 65% liquids cut. Significant operations in Alberta and Saskatchewan as I monitor over [----] wells in Saskatchewan only. One may recall Whitecap merging with Torc Oil&Gas in December 2020"
X Link 2024-12-01T19:34Z 21.5K followers, 11.6K engagements

"Revisiting BAYTEX ENERGY LTD. $BTE.TO $BTE with probably an unpopular statement that I am not Bearish. Nature repairs one thing from another and allows nothing to be born without the aid of another's death. Lucretius Many assume Baytex is dead but I disagree. Before I provide the reasons lets revisit some general information and oil+gas production. Market cap $2.8B+ Debt $2.5B so EV we get $5.1B. US prd about 90k boe/d with 81% oleic cut Canada Viking/Duvernay 16.5k boe/d with 83% oleic cut and heavy oil mainly from Peace RiverLloyd and Peavine we get 95% heavy oil cut for 44k boe/d."
X Link 2024-12-04T19:43Z 21.5K followers, 22.5K engagements

"So you want to tell me American Oil companies are looking at Canadian low decline rates/ some growth opportunities weak Canadian dollar possible change in government/carbon policies low cost of supply and dont get acquisition FOMO RightπŸ™„πŸͺ’"
X Link 2024-12-23T17:33Z 21.5K followers, 24.1K engagements

"1914Imagine a world in a middle of a war in the trenches never ending tiring stressful so much uncertaintythe soldiers dont know it yet but the war is just starting four more long years to go. and then. Christmas A Christmas ceasefire Truce All sides cross trenches exchange greetings and talk. Talk about their families their loved ones mingle exchange souvenirs and seasonal greetings live and let live. This Christmas I wish for you to lay aside your stresses differences and uncertainties. Celebrate in peace choose happiness and advance positive energies. I wish all of you merry Christmas"
X Link 2024-12-24T15:38Z 21.5K followers, [----] engagements

"Are we finally going to the moon daddy πŸš€πŸŒ–πŸͺ’"
X Link 2025-01-02T14:33Z 21.5K followers, [----] engagements

"US heavy oil production is about 2% of its overall production (98% light/medium oil) thus heavily relies on for imports of heavy crude aka [--] API. Current imports close to 3mm bbl/d mainly imported via Enbridge mainline to Midwest Pad [--] where a lot of Canadian owned refining is taking place. With this in mind I wish the new US administration much success in "Taxing Canada" with new Tariffs. Imho not going to happen we are a valuable partner and we know it. Let's win together. 🀝🫑πŸͺ’"
X Link 2025-01-05T15:25Z 21.5K followers, 38.6K engagements

"Reminder: WTI $107 CAD 🫑πŸͺ’"
X Link 2025-01-05T23:06Z 21.5K followers, [----] engagements

"He wants our oil because he knows the truth #Bullish #PermianPlateau"
X Link 2025-01-07T21:04Z 21.5K followers, 11.3K engagements

"What was your best 2020-2022 stock πŸš€πŸŒ–πŸͺ’"
X Link 2025-01-11T19:01Z 21.5K followers, 15.2K engagements

"If Alberta stops shipping oil to US residents of Ontario and Quebec will be literally screwed. πŸ«₯πŸͺ’"
X Link 2025-01-14T21:11Z 21.5K followers, 39.9K engagements

"I love Canada. But we must admit. We as Canadians fuked up. There is no other way to describe our situation. Our lack of strategy and trade diversification is abysmal. Sure we can blame the liberals which I do.but we as society failed. The emperor has no clothes. Hopefully we can recover from this mental gymnastics BS and pivot to a brighter tomorrow. 😒πŸͺ’"
X Link 2025-01-15T23:17Z 21.5K followers, 25.9K engagements

"God please grant me a sign Canadian dollar:"
X Link 2025-01-16T03:50Z 21.5K followers, 16.6K engagements

"Alberta has the 4th largest proven oil reserves in the world after Venezuela Saudi Arabia and Iran. So please explain again how Trump doesn't need our oil considering we are talking HEAVY oil which US needs but barely produces. 🫑πŸͺ’"
X Link 2025-01-17T16:44Z 21.5K followers, 24.4K engagements

"Random nonspecialst on X: US doesnt need Canadian Oil you guys are screwed Hahaha Im so happy Trump will show you Meanwhile EIA:Many U.S. refineries are DESIGNED to handle HEAVY oils like those produced in Canadas oil sands yielding refined products such as transportation fuels (gasoline and diesel) chemicals and plastics. In [----] 60% of U.S. crude oil imports originated in Canada up from 33% in [----]. 🫣πŸͺ’"
X Link 2025-01-18T12:30Z 21.5K followers, 36K engagements

"I call on Canadian Government to "DECLARE A NATIONAL EMERGENCY AT OUR SOUTHERN BORDER" Do exactly what US is doing at the Mexico border.🫑πŸͺ’"
X Link 2025-01-21T21:45Z 21.5K followers, [----] engagements

"Unpopular view: The only reason why Canada is not the biggest oil producing country in the world is because the 2009-2019 Capex went to US during shale revolution. Once the Capex cycle is back Canada has a chance to be the biggest oil producing country in the world. We have the resource and we know how to produce it. biggest companies are not E&Ps instead should be viewed as MANUFACTURING machines.🫑πŸͺ’"
X Link 2025-01-30T02:58Z 21.5K followers, 19.3K engagements

"Me preparing for Feb [--] Trumps tariffs on 🍁 while holding irresponsible amount of oil stocks 🫣πŸͺ’"
X Link 2025-01-30T14:06Z 21.5K followers, [----] engagements

"For all the experts that call our beautiful oil dirty. If you heavy it doesnt mean dirty Only 2% of oil production is API [--] or lower with density of [-----] kg/m3 or higher yet US is configured to refine mainly heavy oil. Thus most incremental prd from US likely to be exported to emerging markets while Canadian oil imports become a necessity. 🫑πŸͺ’"
X Link 2025-02-02T13:36Z 21.5K followers, 19.9K engagements

"We were a super divided country before this. I truly believe Trump just made Canada great again. Now lets go and build some pipe friends. 🫑πŸͺ’"
X Link 2025-02-03T01:53Z 21.5K followers, [----] engagements

"Trump: We need nothing from Canada Meanwhile US geological survey: Canada has 50% of all heavy and extra heavy oil in the world 😳πŸͺ’"
X Link 2025-02-08T15:47Z 21.5K followers, [----] engagements

"Rate this ETF πŸ€”πŸͺ’"
X Link 2025-02-09T16:43Z 21.5K followers, 29.1K engagements

"Interesting.all things considered 🫑πŸͺ’"
X Link 2025-02-11T16:35Z 21.5K followers, 32K engagements

"Any oil bulls left or this is the end of the road for most The haters definitely coming out of the woodwork in large numbers.🫣πŸͺ’"
X Link 2025-02-26T19:56Z 21.5K followers, 30.5K engagements

"@RealKevinNash ❀"
X Link 2025-03-15T21:50Z 21.5K followers, 16.1K engagements

"Im one of the leading engineers that specializes in emissions reduction in the Canadian in-situ oil sands sector. Emissions Cap= Production Cap Let me explain: The enthalpy/ energy intensity associated with steam generation to produce the oil literally means production cap as there is direct correlation between oil production to steams heat transfer. The oil is too viscous to flow without the steam and as hard as a hockey puck. In other words we utilize steam injection to reduce the viscosity of our oil and mobilize it so it can be drained by gravity otherwise its too hard and cant be"
X Link 2025-03-23T21:46Z 21.5K followers, 24.8K engagements

"Oil $69 + Canadian Dollar $69 🫑πŸͺ’ God please grant me a sign Canadian dollar: https://t.co/o6TN6rAxys God please grant me a sign Canadian dollar: https://t.co/o6TN6rAxys"
X Link 2025-03-25T01:05Z 21.5K followers, 11.3K engagements

"By admitting companies need $50 oil Chris Wright essentially shifted the paradigm with worst case scenario for most Canadian Oil companies where they break even aka maintain positive cash flow. This is big 🫑πŸͺ’"
X Link 2025-04-24T16:49Z 21.5K followers, 26.2K engagements

"Persian Gulf is now Arabian Gulf Gulf of Mexico is Gulf of America meanwhile nobody wants to rename Dildo Arm in Canada. Sad. 🫣πŸͺ’"
X Link 2025-05-07T02:22Z 21.5K followers, 93.3K engagements

"Can we all agree that Canadian E&Ps are just crushing it this earnings season πŸ€”πŸͺ’"
X Link 2025-05-09T12:28Z 21.5K followers, [----] engagements

"Need an immediate update from our $40 WTI bros on the path forward asap please 🫣πŸͺ’"
X Link 2025-05-12T12:46Z 21.5K followers, 14.4K engagements

"$MEG.TO new Steam generator is heading to site will be installed in Q3 this year will generate steam Q4 [----] and at SOR [---] will add [----] bbl/d to Christina Lake production. Of course you will NOT hear on X that asset SOR matters but to showcase it does the same steam gen in a [---] SOR asset will yield oil increase of [----] bbl/d and not [----] bbl/d. Also lower SOR assets emit way less CO2 due to less steam requirement to produce one barrel of oil. 🫑πŸͺ’"
X Link 2025-05-22T17:42Z 21.5K followers, 10.4K engagements

"$40 oil any moment now friendz 🫣πŸͺ’"
X Link 2025-06-13T00:58Z 21.5K followers, 20.6K engagements

"Trump announced an immediate end to all trade talks with Canada. Next week expecting random dudes on X: US doesnt need Canadian Oil you guys are screwed Hahaha Im so happy Trump will show you Meanwhile EIA:Many U.S. refineries are DESIGNED to handle HEAVY oils like those produced in Canadas oil sands yielding refined products such as transportation fuels (gasoline and diesel) chemicals and plastics. In [----] 60% of U.S. crude oil imports originated in Canada up from 33% in [----]. 🫣πŸͺ’"
X Link 2025-06-28T12:37Z 21.5K followers, 14.4K engagements

"Canadas most valuable asset. ENBRIDGE MAINLINE3 million bbl/day to Midwest . No such pipe coming from the gulf east or west not even close. Despite what you hear Canada is indeed an energy superpower. 🫑πŸͺ’"
X Link 2025-07-01T12:14Z 21.5K followers, [----] engagements

"Here we go. $SCR.TO $MEG.TO πŸ₯ŠπŸ«‘πŸͺ’"
X Link 2025-07-08T17:23Z 21.5K followers, 21.8K engagements

"Its time to cook. 🍻🫑πŸͺ’"
X Link 2025-07-24T00:07Z 21.5K followers, 28.3K engagements

"People often under-appreciate the massive scale and complexity of operations managed by companies like Suncor $SU.TO and Canadian Natural Resources $CNQ.TO cumulatively producing 2.3% of worlds oil supply 🫑πŸͺ’"
X Link 2025-08-07T13:39Z 21.5K followers, [----] engagements

"Good morning to everyone that loves [---] BILLION barrels that will be recovered via SAGD over the next [---] years 🫑πŸͺ’"
X Link 2025-08-11T12:48Z 21.5K followers, 10.3K engagements

"$CVE.TO ❀ $MEG.TO πŸ’” $SCR.TO 🫑πŸͺ’"
X Link 2025-08-23T15:06Z 21.5K followers, 12.2K engagements

"$ATH.TO status update 🫣πŸͺ’"
X Link 2025-08-25T13:23Z 21.5K followers, [----] engagements

"Im an real life Expert in SAGD assets development operations and technology development. In this video ( first comment) I explain Cardinal Energy $CJ.TO new SAGD green field project called Reford. Enjoy 🫑πŸͺ’"
X Link 2025-08-28T11:15Z 21.5K followers, 14.1K engagements

"This was a monumental misjudgment that set Canadians back by possibly decades.😭πŸͺ’"
X Link 2025-08-28T20:57Z 21.5K followers, 20.9K engagements

"I closely follow Canadas oil and gas sector focusing on the technical aspects of in-situ oil production which accounts for about [---] million bbl/d. My expertise lies in the technology used for oil production where I pioneered several optimization advancements and facilitated key collaborations among Canadas largest oil producers. Often Ill watch TV or even here on X and hear money managers claim This company has the best assets in the world its the best ran in the world. yet when I check my own data often well data that will be reported in the future the numbers dont align leaving me"
X Link 2025-11-02T15:46Z 21.5K followers, 12.5K engagements

"Officially Canadas most valuable asset. ENBRIDGE MAINLINE3 million barrels/day. No such pipe coming from the gulf east or west not even close. Canada could nuke the oil markets if we wanted to but we wont. Everything will be ok friends. 🫑πŸͺ’"
X Link 2025-02-01T15:36Z 21.5K followers, 113.1K engagements

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