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@Roger_Conrad "@tylerhnorris Not to nit pick but Enel SpA $ENLAY is the only substantial company of these three. And management has said for some time the US is not a focus. US renewable energy has been in a consolidation phase since 2021. Lets see what the leader NextEra $NEE says next week"
@Roger_Conrad on X 2025-07-18 19:52:43 UTC 1412 followers, XX engagements

"@MeredithAngwin @pwrhungry Looks like a formula for energy scarcitynot to mention a playbook for anti-fossil forces the next time political power changes hands"
@Roger_Conrad on X 2025-07-23 04:07:11 UTC 1411 followers, XXX engagements

"@howardlutnick Japanese auto stocks are definitely winners. US automakers paying your import taxes maybe not so much"
@Roger_Conrad on X 2025-07-23 04:09:55 UTC 1412 followers, XXX engagements

"Sell off of ExxonMobil $XOM today is a buying opportunity. Though the company lost the Chevron $CVX Hess Corp $HES arbitration case the value of its Guyana reserve is likely to increase faster with Chevron as a partner"
@Roger_Conrad on X 2025-07-18 17:47:21 UTC 1412 followers, XXX engagements

"@tylerhnorris @JasonGrumet @politico The easiest prediction anyone can make is this will all be turned back on the oil and gas industry the next time power changes hands. Maybe thats why Chevron $CVX has moved to a free cash flow strategy in the Permian"
@Roger_Conrad on X 2025-07-22 01:16:43 UTC 1412 followers, XXX engagements

"@ParisOrtizWines Just keep in mind that CMS Energy $CMS was able to cut costs meaningfully a couple years ago-by replacing its power purchase agreement with then Palisades owner Entergy $ETR with natural gas and renewables. This restart wont be free for Michigandespite subsidy"
@Roger_Conrad on X 2025-07-25 23:07:21 UTC 1412 followers, XXX engagements