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@StonksAndChill "Excellent article that attempts to explain the delta between the 'impending oil glut' narrative and observable inventories. Not sure when / if price will respond but I continue to be long offshore. $BORR $VAL $NE $RIG #OOTT #Oil h/t @JKempEnergy"
X Link @StonksAndChill 2025-09-02T12:38Z XXX followers, 4551 engagements

"I'm not a 'chief commodity analyst' but just can't see OPEC making Q1 cuts. I think the strategy is to eliminate the "OPEC spare capacity" narrative employ policies friendly to the US admin and exhaust shale with lowish prices. ST pain for LT gain. $BORR $VAL $RIG $NE $TDW $OIH"
X Link @StonksAndChill 2025-10-17T13:26Z XXX followers, 1319 engagements