@ShaleTier7 Avatar @ShaleTier7 Michael Spyker

Michael Spyker posts on X about gas, oil, market, stocks 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 24.51% stocks 11.76% countries 5.88% social networks 3.92% musicians 2.94% technology brands 2.94% cryptocurrencies 2.94% currencies 0.98% celebrities 0.98%

Social topic influence gas #2039, oil 4.9%, market #3175, stocks #2024, debt #1570, dividend #380, this is 3.92%, discovered #257, in the 2.94%, bit 2.94%

Top accounts mentioned or mentioned by @petroquestions @andrew_leach @imanobo02670922 @nicequarterguys @undervaluedong @blueflameblues @votelabonte @brandonmyers10 @ctrlopenbracket @evanbleker @310value @oldwhitewalker @willrayvalentin @dontflytoohigh @jresourceinvest @greyhairopsguy @tigahpaul @ogjv84 @darlingtoj81777 @cspopoff

Top assets mentioned Ovintiv, Inc. (OVV) Nova Minerals Limited (NVA) Enbridge, Inc (ENB) LandBridge Company LLC (LB) Transocean LTD. (RIG) Veren Inc. (VRN) Klarna Group plc (KLAR) HORIZON KINETICS HOLDING (HKHC)

Top Social Posts

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

"Super interesting flag this afternoon in the Clearwater. Spur Marten Hills waterflood project at 32-073-24W4 seeing early signs of water breakthrough. Going to wait for January data for a bit more production data. This would suggest that the recovery on this section probably runs to 4MMBbls. That's a phenomenal result and brings section-level PV10% in the core of the core to $40-50MM and undiscounted FCF to $100MM+ per section. This section has thickness to support a triple-stack scheme with the bottom injector the first to support then the middle injector (the one that watered out see"
X Link 2026-02-13T22:41Z [----] followers, [----] engagements

"The only entity that would (should) ever pay a premium for $NVA stock is $OVV. The only reason someone would buy a 10% block for a premium is if they were going to eventually pay a premium for the company. That's clearly what's going to happen. It looks really good on a map but would be a bad deal -- and also raises the question; why should Ovintiv be downspacing in the Montney -- what cost of capital advantage do they have Ovintiv's Karr acquisition last year -- phenomenal very well done. $3Bn for 70000BOE/d that's very sustainable and some of the best drilling inventory in North America."
X Link 2025-09-23T00:31Z [----] followers, [----] engagements

"@cubedpermian $WCP + $VRN = two greatest asset bases assembled post [----] and it's not even close. Will go down in history as the best string of transactions outside of the oil sands without a doubt"
X Link 2025-10-23T01:20Z [----] followers, [---] engagements

"$OVV BUYING $NVA SELLING ANADARKO"
X Link 2025-11-04T22:01Z [----] followers, [----] engagements

"Baytex pro forma has such a painfully sad portfolio. The Viking is worth $300MM at best Lloyd Morinville and Peace River are worth maybe $750MM which leaves Peavine and the Duvernay to make up the balance. These assets should trade at like 2x and 90% PDP they do Baytex literally sold the Viking to Whitecap for less than 2x NOI. I can get to $1.1-1.2Bn on Peavine which takes us to $2.2Bn EV before the Duvernay. $0.2Bn implied value for the Duvernay is low but this company deserves a very healthy discount. None of their plays are rich in inventory -- even the Duvernay with [---] locations gives"
X Link 2025-11-13T00:16Z [----] followers, [---] engagements

"Why do annual reports no longer have full page spreads of the lads FOR THE LOVE OF GOD BRING THIS BACK"
X Link 2025-12-11T04:33Z [----] followers, [----] engagements

"Natural gas bulls with intricate theses realizing they only make money when its cold outside"
X Link 2026-01-24T00:27Z [----] followers, 46.4K engagements

"For the record any of the Canadian E&Ps that have exposure to certain hubs via AECO 7A basis swaps they dont benefit from cash volatility and theres still a lot of room for G26 to move down throughout the month"
X Link 2026-01-27T15:31Z [----] followers, [----] engagements

"Can I use Klarna for [-----] tonnes of 40/70"
X Link 2026-01-30T00:42Z [----] followers, [----] engagements

"http://x.com/i/article/2017269468540665857 http://x.com/i/article/2017269468540665857"
X Link 2026-01-30T18:30Z [----] followers, [----] engagements

"Did they change they definition of Premier over the weekend and I missed it Please advise @MerriamWebster"
X Link 2026-02-02T13:03Z [----] followers, [----] engagements

"Now to Josh Young who believes the merger of Devon and Coterra is undeniably bullish his small cap pink-sheets listed shitco running at 4.8x leverage with a corporate breakeven of $84/Bbl"
X Link 2026-02-02T16:05Z [----] followers, [----] engagements

"OKC is so down bad even Zach Bryan renamed his album to 'Houston' BREAKING NEWS: Devon Energy announced it will move its headquarters to Houston in a merger with Coterra Energy. https://t.co/ttc2yZz3LG BREAKING NEWS: Devon Energy announced it will move its headquarters to Houston in a merger with Coterra Energy. https://t.co/ttc2yZz3LG"
X Link 2026-02-04T01:33Z [----] followers, [----] engagements

"In a world where Tamarack is a $5Bn company Athabasca should also be a $5Bn company IMO"
X Link 2026-02-04T18:44Z [----] followers, [----] engagements

"Were genuinely going to spend over a trillion dollars building data centers. This is good for natural gas"
X Link 2026-02-05T18:14Z [----] followers, 14.1K engagements

"This is the wildest press release you'll ever read. Nothing will prepare you for what is inside. InPlay Oil Corp. Announces Bond Offering https://t.co/nB4eynJ3ac InPlay Oil Corp. Announces Bond Offering https://t.co/nB4eynJ3ac"
X Link 2026-02-05T20:44Z [----] followers, 21.6K engagements

"This is bad"
X Link 2026-02-05T22:33Z [----] followers, 12.3K engagements

"The reason that I really don't like this "growth optionality" pivot -- is that nobody was really in ARC for Septimus Sundown or deep Kakwa -- because they're almost all lean gas assets which the basin does not need/want more of. Sundown is 100% dry gas no liquids at all. Septimus is wet gas but largely inconsequential (15000 net acres). Deep Southwest Kakwa is 100% dry gas and almost entirely undelineated. South Kakwa (from Strathcona) is wet gas. There rest of Kakwa's inventory needs to be saved for maintenance. Taking further Attachie projects off the table is not good. Not saying"
X Link 2026-02-05T22:54Z [----] followers, [----] engagements

"@canuckelhed Like maybe. What's it gonna do. Doesn't give them inventory. Would have loved to see them buy XTO or close on Veren but alas here we are. They could buy Yoho or Orlen or Questerre or whatever but it doesn't solve much"
X Link 2026-02-06T01:36Z [----] followers, [---] engagements

"How it feels to sit and listen to a conversation about the Winter Olympics and not about the Delaware Woodford"
X Link 2026-02-07T16:17Z [----] followers, [----] engagements

"@BrandonMyers10 Honestly I wonder if that was an error or just general misclassification of what was producing from the whole ETX Basin if it was the Bossier or Haynesville. Tbh I have no 2005-2010 period understanding to anchor to"
X Link 2026-02-08T06:19Z [----] followers, [---] engagements

"@atherton_chris ✅"
X Link 2026-02-08T16:05Z [----] followers, [---] engagements

"vSeriously for a second -- the problem that I have with Andrew Leach's posts like "behold Ottawa's war on oil" (then showing oil production going up) is the fact it's really tone deaf. It's insultingly diminutive to say "oil production is going up under a Liberal administration thus the more Conservative base of oil producers saying they're 'repressed' are just wrong". I troll Andrew a fair bit so do the aforementioned Conservative oil producers -- so FWIW I assume there hasnt been been much constructive progression of the narrative -- so Ill attempt it I suppose. I have the privilege of not"
X Link 2026-02-08T21:24Z [----] followers, 15K engagements

"Sure but it's [--] years later and it has become much easier to deploy. In all [--] parts of the IRR equation the variables have gotten better. On the cost part -- capital efficiencies are improved with simpler facility designs. The timing is faster with modular facilities for the smaller scale projects and large scale CPFs too. On the returns part -- recovery factors are derisked novel ways to improve permeability being tested reservoir modelling magnitudes better. https://twitter.com/i/web/status/2020638182317203680 https://twitter.com/i/web/status/2020638182317203680"
X Link 2026-02-08T23:17Z [----] followers, [---] engagements

"No. Investors flock to returns. Right now buybacks may be the highest return on capital or offshore might be. Canada can make the oil sands highly competitive by easing certain risk factors that might make it not competitive (i.e. increase return required for risk). Again this is factual I am positive I have a better handle on upstream capital allocation than you. https://twitter.com/i/web/status/2020638685235138994 https://twitter.com/i/web/status/2020638685235138994"
X Link 2026-02-08T23:19Z [----] followers, [--] engagements

"Me at the Super Bowl party waiting to shift the conversation from the Patriots to the Permian"
X Link 2026-02-09T00:48Z [----] followers, [----] engagements

"Hot take -- Houston is absolutely beautiful this time of year"
X Link 2026-02-09T22:31Z [----] followers, 22.2K engagements

"How I write my investment memos so nobody can get mad at me when my completely made up and impossible to achieve numbers turn out to be completely made up and impossible to achieve"
X Link 2026-02-10T14:39Z [----] followers, [----] engagements

"Not saying there's not an insider data advantage. But every single CEO thinks their acquisition/capital project/market entry is going to be the greatest most profitable undertaking in history. We quite literally wouldn't have functional capital markets if you couldn't easily take the other side of these bets. The compute market is by definitionally uncertain and nearing-commoditization; so at one point one of these CEOs will be wrong on their incremental dollar. So and Im just spitballing here what if guys like Zuck Jassy Bezos Sundar etc. have a little bit better idea of what their capex"
X Link 2026-02-10T14:52Z [----] followers, [----] engagements

"@BrandonMyers10 Sir you can already short E&P stocks"
X Link 2026-02-10T22:11Z [----] followers, [---] engagements

"Yes if they bought this pipeline in [----]. These fields have been producing for a bajillion years saying there's "upside" is fairly facetious by Gibson. This area is very beat to shit. Probably stays relatively flat but further organic growth (i.e. not building new pipes and then massaging the numbers) highly unlikely. https://twitter.com/i/web/status/2021395439916880343 https://twitter.com/i/web/status/2021395439916880343"
X Link 2026-02-11T01:26Z [----] followers, [----] engagements

"@NiceQuarterGuys Gibson is NOT the ASU frat leader 🙅♂"
X Link 2026-02-11T03:09Z [----] followers, [---] engagements

"@cannibalstocks Lmfao 😂"
X Link 2026-02-11T18:58Z [----] followers, [----] engagements

"I hate the LandBridge bros. Can't explain it. Like wow real nice thesis that the greatest hydrocarbon basin on the face of the earth is going to keep producing for a little while. Oh we might put data centers there Gutsy call. Go buy some rank tier [--] wildcat acreage you cuck"
X Link 2026-02-11T23:27Z [----] followers, [----] engagements

"The bull case for the Canadian gas market is that it's actually so structurally bad that it'll be impossible for it to not get better (more egress) over the medium- to long-term"
X Link 2026-02-12T01:50Z [----] followers, [---] engagements

"Yes this is the Permian. You're right there's a ton of oil left -- which is mostly my point. I'm not price bullish like others I see no real reason for oil to go much higher than mid-$60s but I am duration bullish. In the end Exxon will very likely make $0.5T from the Permian alone. https://twitter.com/i/web/status/2022012090035450146 https://twitter.com/i/web/status/2022012090035450146"
X Link 2026-02-12T18:17Z [----] followers, [---] engagements

"@ctrlopenbracket We need BBQ stimulus ASAP"
X Link 2026-02-12T23:18Z [----] followers, [---] engagements

"RT @ShaleTier7: I think it's very reasonable for oil stocks to move higher in general especially the very well endowed ones. For some re"
X Link 2026-02-13T03:32Z [----] followers, [--] engagements

"Absolutely hilarious Baytex [----] RRX deal lookback. The slide deck forecast $1.3Bn of AFF in [----] at US$65/Bbl WTI. consensus AFF for [----] is $0.6Bn and that's with a round trip -$1Bn write down in Texas. They did not focus on "next play" capture as they now have FEWER Duvernay acres than at acquisition of Raging River they did NOT do any accretive acquisitions -- AND. their production didn't get anywhere close to forecasts DESPITE discovering Peavine. https://twitter.com/i/web/status/2022155128996774200 https://twitter.com/i/web/status/2022155128996774200"
X Link 2026-02-13T03:45Z [----] followers, [----] engagements

"Watch Nugget Capital have a full on soiled pants level meltdown when he learns what Private Equity does. Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger." https://t.co/0AFeVw7nwH Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on"
X Link 2026-02-14T02:28Z [----] followers, [---] engagements

"RT @plasticnewt3: Grants posture screams comfortmaxxing and Danielle is having all of it look at her smile. And the temerity to do it in"
X Link 2026-02-14T16:36Z [----] followers, [--] engagements

"HRH Abdulaziz bin Salman when he finds out about the oil sands"
X Link 2025-04-16T12:12Z [----] followers, [----] engagements

"u have kind of got to respect justin trudeaus career - generational run tbh 1994-1998: Snowboard instructor 1998-2002: Substitute teacher 2002-2008: CBC radio host/actor 2013-2025: PERSONALLY HANDICAPPED THE ECONOMY OF A G7 NATION 2025-current: Katy Perrys boyfriend Katy Perry shared a new vacation photo with boyfriend Justin Trudeau https://t.co/Qyw4Ypl95m Katy Perry shared a new vacation photo with boyfriend Justin Trudeau https://t.co/Qyw4Ypl95m"
X Link 2026-01-08T14:48Z [----] followers, 10.1M engagements

"Holy shit. No way. Hold your horses Data centers in the Permian The PERMIAN BASIN You mean the area of the country that's practically inhabited has a low regulatory burden and natural gas is $0.00/MMBtu Fk man I don't know that's a ballsy call. Bit of a stretch imho. $LB Data centers in the Permian are looking increasingly inevitable https://t.co/km9i2dYxg1 Horizon Kinetics guesstimates $80m of effectively pure margin revenue for 1GW on 2K acres. Even if it's half of that this just the beginning of the re-rating for Landbridge. I'd https://t.co/wRYkHguFeL $LB Data centers in the Permian are"
X Link 2026-02-13T18:28Z [----] followers, 33K engagements

"Always interesting to see how people with sub-50 IQs think about the markets. Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger." https://t.co/0AFeVw7nwH Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's"
X Link 2026-02-13T23:46Z [----] followers, 13.1K engagements

"@EvanBleker I dont think the industry is setting up for massive under-investment. Definitely minor 2021-2023 as shale focus kind of overshot but the industry has begun to correct and begin adding back slack"
X Link 2026-02-14T07:57Z [----] followers, [---] engagements

"When I meet a girl and she says in order to take her out I have to be bullish AECO"
X Link 2026-02-14T15:53Z [----] followers, [----] engagements

"My ideal Valentines Day I wake up and tweet about the Duvernay while watching reruns of The Ingraham Angle"
X Link 2026-02-14T19:15Z [----] followers, [----] engagements

"@310Value I would literally rather kill myself than own a single share of Landbridge. It could be a guaranteed 100x and I would have not even the slightest modicum of desire to own the stock"
X Link 2026-02-14T20:10Z [----] followers, [---] engagements

"I think this is an unbelievably stale talking point. Not saying it's wrong -- but surely people appreciate Africa and India are not going to follow a demand trajectory anywhere close to China or the Americas/Europe. Everyone has seen the "no such thing as an energy poor but economically rich country" chart but nobody ever provides a solid as to how the currently energy poor countries are going to achieve industrialization especially with governments that aren't. autocratic. Sure they all "want" a better quality of life and more energy = more happiness. But how I "want" a Gulfstream G650 but"
X Link 2026-02-14T20:18Z [----] followers, [--] engagements

"Codex Claude"
X Link 2026-02-15T06:10Z [----] followers, [---] engagements

"Rumor is they found him bidding $125mm per section at the NM State Land sale 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx"
X Link 2026-02-15T18:57Z [----] followers, [----] engagements

"This is the guy that added [--] Permian rigs last week. 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx"
X Link 2026-02-15T18:58Z [----] followers, [----] engagements

"I bought $OVV last week and this arrived via courier today -- is this a standard thing"
X Link 2026-02-15T19:56Z [----] followers, [----] engagements

"There's nothing that pisses me off more than an X-Y straight line surface-BH well path instead of the true deviation survey"
X Link 2026-02-16T01:07Z [----] followers, [----] engagements

"Why is $DEC putting the short thesis on their slide deck cover"
X Link 2025-11-03T21:35Z [----] followers, [----] engagements

"ARC is talking down [----] Attachie/guidance to the street but ya support zone. Attachie doesnt replicate Kakwa like they promised and Kakwa has [--] years of ultra core inventory remaining. But ya RSI. $ARX entering the support zone RSI nearly really oversold if it gets there that is a super strong buy. Solid area now. Keen on Attachie developments they should earn well on strip this year. https://t.co/RIDTNsfZZ8 $ARX entering the support zone RSI nearly really oversold if it gets there that is a super strong buy. Solid area now. Keen on Attachie developments they should earn well on strip this"
X Link 2026-01-08T00:41Z [----] followers, 10.8K engagements

"Hey so @globeandmail this is a really bad headline and not even within the realm of reasonable transactions"
X Link 2026-01-14T17:55Z [----] followers, 12.1K engagements

"CNRL trades at Btax PDP PV10% lmao"
X Link 2026-01-17T20:32Z [----] followers, [----] engagements

"$60 WTI and I just ate a full pint of organic raspberries. AMA"
X Link 2026-01-20T02:18Z [----] followers, 10.1K engagements

"Did you an eager Canadian gas investor wake up this morning to see Henry Hub up 27% and bolted out of bed with a smile on your face only to be disappointed by Canadian gas stocks trading flat on http://x.com/i/article/2013725643867852800 http://x.com/i/article/2013725643867852800"
X Link 2026-01-20T23:01Z [----] followers, 48.6K engagements

"Pretty obvious there are [--] main (arguably maybe 4) suitors for this -- Tourmaline CNRL Peyto and Spartan a sneaky contender I think. Tourmaline and CNRL will want to take the whole thing. I'd suspect that CNRL will want to buy it because the smugness factor of buying Tourmaline's Charlie Lake then beating them at the deal they're clearly saving up for is great. I'd imagine they might also take Rainbow as a way to up the deal (ARO consideration) though that's a pretty gross asset. I don't think Tourmaline will take it and that's probably what gets it across the line. Peyto will want the"
X Link 2026-01-21T02:54Z [----] followers, 14.9K engagements

"Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more throughout the portfolio 🧠 WCP ARX market cap WCP ARX market cap"
X Link 2026-01-27T00:38Z [----] followers, [----] engagements

"@OldWhiteWalker @rouzi_mrouz Sir I cover all the Canadian natural gas producers. I am an expert in industrial waste management"
X Link 2026-01-28T02:49Z [----] followers, [--] engagements

"@willrayvalentin A Permian short always has 100% downside. Few"
X Link 2026-01-29T01:58Z [----] followers, [----] engagements

"Lots of hand wringing about Tourmaline being down. Nut up. If you own Tourmaline you should have a thesis like the one attached (which is largely correct) and its 'playing-out' over the next decade will result in returns that clear your own target. When you look at where North America gas is today; Tourmaline will absolutely have the opportunity to step up and answer a call from a structurally short market. What's being produced today is less economic than their inventory. Kevin is particularly challenged at understanding ideas that are foreign to him -- in this case the Montney so in a"
X Link 2026-02-04T03:22Z [----] followers, [----] engagements

"@ng_TO1 How would that work The buyer will pay an implied $5Bn for Attachie and then not disclose anything about it Who has that kind of coin to make that deal"
X Link 2026-02-06T03:48Z [----] followers, [----] engagements

"Has Oklahoma City tried simply relocating itself to Houston"
X Link 2026-02-09T17:01Z [----] followers, 106.7K engagements

"Hear me out. Has Oklahoma City tried simply relocating itself to Houston Has Oklahoma City tried simply relocating itself to Houston"
X Link 2026-02-09T17:25Z [----] followers, 99.1K engagements

"$VAL $RIG merger a HUGE day for guys with wives that don't want them to self-direct their retirement savings"
X Link 2026-02-09T17:57Z [----] followers, 11.9K engagements

"One of my favourite Zach Bryan songs"
X Link 2026-02-10T03:16Z [----] followers, [----] engagements

"@Citrini7 #2 cause I was clearly buying an oil stock. Any other answer is incorrect"
X Link 2026-02-10T07:42Z [----] followers, [----] engagements

"@MWG_Jamie Bruh this is a dogs breakfast asset"
X Link 2026-02-10T23:59Z [----] followers, [----] engagements

"I LOVE GRYOS I LOVE OUZO I LOVE OLIVE OIL I LOVE FETA CHEESE I LOVE DEBT CRISISES I LOVE BAKLAVA MOST OF ALL I LOVE SPARTAN DELTA CORP"
X Link 2026-02-11T21:09Z [----] followers, [----] engagements

"BofA analyst: "What have the lessons been from the Dominator Project and what impact does it have on future well spacing and inventory across your Delaware position" Tim Leach: are you kidding me the Dow is over [-----] dollars"
X Link 2026-02-12T16:56Z [----] followers, [----] engagements

"Greatest dividend confirmation in the history of dividend confirmations. Team knocks it out of the park again. Perfect use of significant figures. Perfect conference call announcement newswire synergies. Textbook dividend confirmation right here. Folks should be taking notes. Whitecap Resources Inc. confirms monthly dividend for February of $0.0608 per share and announces fourth quarter and year end [----] results conference call / webcast https://t.co/V9WWoIiNhq Whitecap Resources Inc. confirms monthly dividend for February of $0.0608 per share and announces fourth quarter and year end 2025"
X Link 2026-02-13T04:14Z [----] followers, [----] engagements

"The geologists in [---] million years are gonna be so fkn confused when their fluvial channel is just a straight line. The Mississippi River is trying to change course and engineers are actively holding it in place. For over a century the river has been slowly pulling toward the shorter steeper Atchafalaya River route to the Gulf. If it ever fully switches major ports like Baton Rouge and New https://t.co/4y7viGxZ7J The Mississippi River is trying to change course and engineers are actively holding it in place. For over a century the river has been slowly pulling toward the shorter steeper"
X Link 2026-02-13T04:27Z [----] followers, [----] engagements

"You: buying MSFT as an AI beneficiary Me: buying TMS as an AI beneficiary We are not the same (I'm broke)"
X Link 2026-02-13T18:09Z [----] followers, [----] engagements

"RT @ShaleTier7: So this gentleman posts -- "I've just retweeted some oil analysts seems like the supply story is fading away". His retwee"
X Link 2026-02-13T18:11Z [----] followers, [--] engagements

"@mmm_btus Don't disagree with the caveat I'm largely talking fundamentals not trading biases -- which is what the 'bulls' like Josh think they're talking but they rationalize those fundamental views with trading talking points"
X Link 2026-02-13T23:02Z [----] followers, [---] engagements

"@petroquestions I think these are two completely different scenarios (today and 2000s) -- one was very much demand driven with few substitutes; and today it's very supply driven. Gold is not even worthwhile comparing they're complete different commodities. Oil will never be a store of value"
X Link 2026-02-14T00:05Z [----] followers, [--] engagements

"Well said 👇👏🍻 Couldn't agree more. Some of the better market analysts like Kyle & @JoshYoung all over the [----] return to office oil demand thesis"
X Link 2026-02-14T01:50Z [----] followers, [----] engagements

"@imanobo02670922 Posting debt levels for an infrastructure company. Why would they pay it off. Thats how equity makes money. Why does shares out matter if distributable cashflow is growing. Its amateur hour from all sides"
X Link 2026-02-14T07:28Z [----] followers, [---] engagements

"@dontflytoohigh @petroquestions @ArjunNMurti I don't particularly think it's profound. I think it's useful to put actual work into defining what people think via modelling global upstream projects rather than posing very loaded open-ended questions. It's not a bearish post either"
X Link 2026-02-14T20:57Z [----] followers, [--] engagements

"RT @Taylor__Merritt: FCF breakeven (ex-growth) as articulated by Grant in graphical form: Original post $SRX.to 🥹 https://x.com/i/status/1286345283929022465 https://x.com/i/status/1286345283929022465"
X Link 2026-02-15T01:01Z [----] followers, [--] engagements

"Kevin is particularly challenged at understanding ideas that are foreign to him -- in this case the Montney so in a fairly earnest manner I'm going to lay it out for the crowd. Take North America on the whole. North America likes consuming and exporting natural gas but we don't have unlimited natural gas. At one point the United States will need to turn to Canada to seek more natural gas inventory. That's a given. The wall of demand that's coming from the US L48 is fairly large and their own plays can't answer all of it not for the duration that they want (an LNG terminal is 20-40 years of"
X Link 2025-10-29T15:12Z [----] followers, 26.5K engagements

"I have spent a lot of time talking shit at people with opinions on Venezuela's oil production potential and how it's going to "RePLaCe CanADa". So here's my contribution -- how I see the cost of replacing Canadian crude with Venezuelan heavy. I think it's a nearly $1 trillion bill to get that done. I'm not sure who has a spare $1 trillion in their jeans. Venezuela's natural domestic consumption is 1MMB/d so to completely replace Canada and reach 3MMB/d of export capacity the country needs to grow production to 4MMB/d of production a level they have never hit before. Exports never really"
X Link 2026-01-04T22:05Z [----] followers, 595.7K engagements

"@WMitchell618 Is this a $SD tweet"
X Link 2026-02-13T19:02Z [----] followers, [---] engagements

"@imanobo02670922 Do you think the dividend has had an impact on their retained earnings Think hard"
X Link 2026-02-14T16:03Z [----] followers, [--] engagements

"When Veren announced their Q3 [----] results a PR that nobody will forget they sent this slide out the morning-of. It showed the rates from the plug n' perf wells that were performing okay but not http://x.com/i/article/2019590180504739840 http://x.com/i/article/2019590180504739840"
X Link 2026-02-06T03:19Z [----] followers, 19.3K engagements

"@texastalkin @joeenergy4130 Nothing is dogshit with $8 NYMEX and a 5000#/ft frac -@joeenergy4130 -@ShaleTier7"
X Link 2026-02-08T03:28Z [----] followers, [----] engagements

"Waking up and seeing another Andrew Leach zero critical thought turbo-slop post in my feed. Behold Ottawa's war on Alberta oil https://t.co/3hcEWEARbO Behold Ottawa's war on Alberta oil https://t.co/3hcEWEARbO"
X Link 2026-02-08T17:25Z [----] followers, [----] engagements

"I am short Vizala Silver on principle. Truly reprehensible behaviour from a Canadian resource company. 🚨#LTIMAHORA compaeros de mineros asesinados en #Concordia #Sinaloa confirman que desde hace un ao vivan bajo amenazas y la canadiense @vizsla no los protegi. CONFIRMAN adems que los desaparecidos fueron levantados en sus casas y no en su rea de trabajo 👇🏻 👉🏻 Se https://t.co/YLKXDDRNQj 🚨#LTIMAHORA compaeros de mineros asesinados en #Concordia #Sinaloa confirman que desde hace un ao vivan bajo amenazas y la canadiense @vizsla no los protegi. CONFIRMAN adems que los desaparecidos fueron"
X Link 2026-02-10T23:47Z [----] followers, [----] engagements

"I think it's very reasonable for oil stocks to move higher in general especially the very well endowed ones. For some reason unbeknownst to me one day in [----] someone decided that for the next MILLIONS of years that humans exist -- they will no longer need hydrocarbons. Look at the chart below and see how absolutely ridiculous that is. We discovered how to remove portable highly cheap energy from the ground and then say "nah that couldn't possibly be useful for the next [---] generations of humans". Lol. Why should you pay 50x free cashflow for a shitty SAAS company and 12x free cashflow for"
X Link 2026-02-12T16:32Z [----] followers, 24.4K engagements

"So this gentleman posts -- "I've just retweeted some oil analysts seems like the supply story is fading away". His retweet -- Josh Young. Of course the shitty gambling-addicted barber always thinks its time for a shitty haircut. I mean no disrespect to the fella Im quote-tweeting only to Josh Young. So here's some global oil market perspective from a guy that doesn't run a fund stocked to the gills with $143/Bbl breakeven shitcos about [--] weeks away from delisting review. I am not bullish oil. Not in the way that I think it's going to go straight down. I am not bullish oil in the way that I"
X Link 2026-02-13T17:18Z [----] followers, 20.1K engagements

"Permian E&Ps did this first. Once again the oilfield leads. AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX"
X Link 2026-02-15T17:21Z [----] followers, [----] engagements

"@ctrlopenbracket In a few years Lea & Eddy will be sold off to DEC as a stripper asset while people chase Alpine High"
X Link 2026-02-15T17:23Z [----] followers, [---] engagements

"Right now Gulong isn't in-situ heating at scale it's just advanced fracs into a different shale deposition that's fairly clay rich they're still trialling steam flooding and heaters. Changes China import math at the margin but that's already been a massive theme (drilling their own shale gas Russian alliances) so not hugely worried about it. Will absolutely be a real thing in 5-10 years but localized. Need massive solar power to reduce the operating costs so only so much you can deploy (i.e. costs don't improve with scale as quickly as other plays/industries)."
X Link 2026-02-15T17:35Z [----] followers, [--] engagements

"Just one man Did they x-ray the rest of Josh Young's LPs 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx"
X Link 2026-02-15T19:01Z [----] followers, [----] engagements

"$POU was the stock which retired me [--] years ago at age of [--]. So in covid $POU tanked to $0.88 CAD. i had $200K in my account I threw $100K hoping to sell at $2 dollars It went straight $3 in few weeks and next stop was $40 around [--] months later. This stock has given me https://t.co/Iq8GCB8sLc $POU was the stock which retired me [--] years ago at age of [--]. So in covid $POU tanked to $0.88 CAD. i had $200K in my account I threw $100K hoping to sell at $2 dollars It went straight $3 in few weeks and next stop was $40 around [--] months later. This stock has given me https://t.co/Iq8GCB8sLc"
X Link 2026-02-16T01:11Z [----] followers, [----] engagements

"@Degen_CPA Crashing out over someone "stealing your twitter posts" as a man in his late-30s is equally pathetic"
X Link 2026-02-16T01:35Z [----] followers, [----] engagements

"I found him. Hes calling for $RIG to trade to a $250Bn market cap 💀 Can Transocean $rig hit $150 again In [----] Transocean generated $4.2B of net income and $2.2B of FCF. The stock traded around $150. With the new fleet I would argue they can earn more than in [----]. But there is a catch. In [----] they had 320M shares outstanding. After the https://t.co/WsCSK78hII Can Transocean $rig hit $150 again In [----] Transocean generated $4.2B of net income and $2.2B of FCF. The stock traded around $150. With the new fleet I would argue they can earn more than in [----]. But there is a catch. In [----] they"
X Link 2026-02-16T17:11Z [----] followers, [----] engagements

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