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@JavierBlas
"I must admit I had to google search "Heard and McDonald Islands" to verify they were real. They are very real: an external territory of Australia. Among the most remote places on Earth and uninhabited. And yet named and shamed on the White House tariff list with a 10%" @JavierBlas on X 2025-04-02 22:12:17 UTC 324.4K followers, 252.2K engagements
"@NadiaInBC @opinion XXX% agree. Very tough business. We're blessed with farmers and ranchers who are taking massive personal financial risk -- every season (My grandfather grew wheat and barley and the farm remains in the family's hands)" @JavierBlas on X 2025-07-14 13:20:56 UTC 324.5K followers, XXX engagements
"REACTION COLUMN: Exxon wins despite losing. Chevron has won its legal fight against Exxon over Hess/Guyana. But Exxon got what it wanted: delay the deal. Are Exxon legal tactics honourable Maybe not but ultimately all's fair in love war and oil M&A" @JavierBlas on X 2025-07-18 14:49:44 UTC 324.5K followers, 13.7K engagements
"COLUMN: If not BP does Shell need to buy a rival "Looking to 2030 and beyond it does feel like Shell needs to buy something or someone." #OOTT $SHELL @Opinion" @JavierBlas on X 2025-06-30 07:55:26 UTC 324.5K followers, 17K engagements
"Just a reminder that: OPEC+ is boosting oil production non-stop US output set fresh all-time highs in 2025 The White House wants lower oil prices The Saudis tactically agree with the White House We all know how this ends. Even those who are bullish know it #OOTT" @JavierBlas on X 2025-07-05 11:22:30 UTC 324.5K followers, 179.2K engagements
"Exxon vs Chevron arbitration on Guyana is imminent. The outcome will reshape Big Oil: at stake is Chevron's $60-billion acquisition of Hess and access to one of the world's most important oil discoveries. Background in this @Opinion column from 2024" @JavierBlas on X 2025-07-16 14:09:20 UTC 324.5K followers, 82.7K engagements
"The FTC has set aside its early decisions against the CEOs of Pioneer and Hess (Scott Sheffield and John Hess) that barred them from election to the boards of Exxon and Chevron respectively. Pioneer: Hess: #OOTT $XOM $CVX" @JavierBlas on X 2025-07-17 22:15:47 UTC 324.5K followers, 12.3K engagements
"The pressure this month on the "OPEC secondary sources" is quite strong. Effectively Riyadh is trying to mask a large output hike in June. It reminds me of an episode in 2010 when KSA kept a 1m b/d hike secret as recounted see below by a top Saudi oil official #OOTT 1/4" @JavierBlas on X 2025-07-11 12:36:26 UTC 324.5K followers, 51.8K engagements
"OIL MARKET: After meeting President Trump in Mar-a-Lago Alberta Premier Danielle Smith says Canada should prepare for XX% tariffs starting on Jan XX on all US-bound products including on crude oil. "I'm not expecting any exemptions" she told reporters #OOTT #Canada" @JavierBlas on X 2025-01-13 15:45:20 UTC 324.4K followers, 1.7M engagements
"@joancinho1972 No. Historically Exxon and Chevron had done little trading (thats starting to change)" @JavierBlas on X 2025-07-18 14:50:25 UTC 324.5K followers, XXX engagements
"OPEC publishes its annual World Oil Outlook predicting demand will continue to increase until 2050 (reaching XXX million b/d from 103.7m b/d last year). The view is an outliner within the industry. Even Exxon sees oil demand plateauing soon. #OOTT" @JavierBlas on X 2025-07-10 10:05:34 UTC 324.5K followers, 44.1K engagements
"BREAKING: U.S. President Donald Trump said he planned to implement a XX% tariff on copper (a.k.a another massive tax on the American economy)" @JavierBlas on X 2025-07-08 17:21:35 UTC 324.5K followers, 229.2K engagements
"Good to see some American oil bosses have a spine: "We dont have an energy direction right now" Occidental Petroleum CEO Vicki Hollub said. "We have a lot of great ideas. We have a lot of people wanting to do things. But we need a plan." #OOTT" @JavierBlas on X 2025-04-25 06:35:19 UTC 324.5K followers, 46.1K engagements
"As oil prices plunge Saudi Aramco tanks. The Saudi state-run oil giant trades at a fresh 5-year low of XXXXX riyals a share (vs IPO price of XX riyals in Dec 2019) implying a market capitalisation of little more than $XXX trillion #OOTT" @JavierBlas on X 2025-06-24 07:10:15 UTC 324.5K followers, 36.5K engagements
"BREAKING: Mining giant Rio Tinto promotes its head of iron ore Simon Trott as new CEO (iron ore is the biggest money maker at Rio) $RIO" @JavierBlas on X 2025-07-15 06:36:16 UTC 324.5K followers, 23.3K engagements
"OIL MARKET: New record high for US oil production @EIAgov estimates US total oil liquids at 20.826m b/d in April using monthly data (vs 20.468m b/d figure estimated for April using weekly data). Crude came inline but NGLs were revised up a lot #OOTT 1/2" @JavierBlas on X 2025-06-30 14:34:49 UTC 324.4K followers, 26K engagements
"Scott Sheffield isnt pulling any punches against Exxon Mobil. ( and now Exxon CEO has a rather unhappy shareholder one who has demonstrated hes willing to legal up in a fight ) For background into the matter here: #OOTT $XOM" @JavierBlas on X 2025-07-18 12:09:30 UTC 324.5K followers, 33.4K engagements
"The power of an asterisk (*) and footnote: Saudi Arabia tells OPEC it produced 9.75m b/d in June (that's 390000 b/d above its quota of 9.36m b/d). In a rather unusual move (I have never seen a similar asterisk) OPEC noted that Riyadh's "supply-to-market" was lower #OOTT" @JavierBlas on X 2025-07-15 12:08:00 UTC 324.5K followers, 25.9K engagements
"US SHALE INDUSTRY: Some highlights from the quarterly letter to shareholders from Permian giant Diamondback Energy released yesterday. The full letter is here: #OOTT $FANG" @JavierBlas on X 2025-05-06 11:23:29 UTC 324.4K followers, 35.3K engagements
"Kurdistan authorities say 200000 b/d of oil output has shut down after five attacks with drones against oilfields operated by foreign companies in the semi-autonomous region of northern Iraq. The region's oil industry association confirms widespread shutdowns too #OOTT" @JavierBlas on X 2025-07-16 18:10:14 UTC 324.5K followers, 31.2K engagements
"BREAKING: Exxon loses Guyana arbitration against Chevron. In a statement $XOM said: We disagree with the ICC panels interpretation but respect the arbitration We welcome Chevron to the venture. This is a huge victory for $CVX boss Mike Wirth (and John Hess)" @JavierBlas on X 2025-07-18 10:40:44 UTC 324.5K followers, 65.4K engagements
"Yes those British beef steaks are rather expensive. So are the burgers. UK beef and veal inflation at XX% annual rate Less supply + healthy demand = much higher prices #CPI #inflation Link in reply" @JavierBlas on X 2025-07-16 07:27:01 UTC 324.5K followers, 35.9K engagements
"First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to X now says it plans to keep it flat at X. We've decided we're just going to steady as she goes CEO Thomas Jorden says #OOTT" @JavierBlas on X 2025-06-24 17:01:01 UTC 324.5K followers, 96.9K engagements
"Oh dear dear Saudi Arabia ramped up crude production to XXX million b/d in June well above its OPEC+ quota according to @IEA (matching what I have heard from traders and tanker trackers). (Saudi was the 2nd largest OPEC cheater in June after Kazakhstan) #OOTT" @JavierBlas on X 2025-07-11 08:10:07 UTC 324.5K followers, 75.9K engagements
"And another: Norwegian aluminium Norsk Hydro ASA will halt funding for its battery and green hydrogen businesses and phase them out over time due to challenging market conditions" @JavierBlas on X 2024-11-27 07:17:39 UTC 324.5K followers, 125.9K engagements
"Maana maana President Donald Trump said Monday he would punish Russia with tariffs if there isn't a deal to end the war in Ukraine within XX days #OOTT" @JavierBlas on X 2025-07-14 15:32:59 UTC 324.5K followers, 25.7K engagements
"In XX years covering the oil market I have never seen anything like this: OPEC has widened its media ban this time excluding the WSJ NYT FT Reuters and Bloomberg (including myself) from attending its biennial industry conference in Vienna. #OOTT" @JavierBlas on X 2025-07-09 21:14:43 UTC 324.5K followers, 278.5K engagements
"COLUMN: It should be one of the most coveted jobs in the City of London: chairing BP. Finding a candidate though is proving tricky. An honest description of the role should read something like this: $BP #OOTT @Opinion" @JavierBlas on X 2025-07-08 07:55:44 UTC 324.4K followers, 17.8K engagements
"CHART OF THE DAY: Flipping burgers this summer Prepare for a price shock: beef is now the epicentre of food inflation. Cattle prices have surged to a record high accelerating a rising trend that started in the mid-2000s. My @Opinion column:" @JavierBlas on X 2025-07-14 12:20:24 UTC 324.5K followers, 72.1K engagements
"CHART OF THE DAY: America has an electricity problem. Retail power costs in the US are rising very very quickly (35% over the last X years) in some part due to expensive grid investment. My @Opinion colleague @liamdenning has the details here:" @JavierBlas on X 2025-07-17 11:00:56 UTC 324.5K followers, 125.2K engagements
"COLUMN: Flipping burgers on your barbecue this summer Prepare for a price shock: beef is now the epicentre of food inflation. #OATT #beef #foodinflation @Opinion" @JavierBlas on X 2025-07-14 07:55:10 UTC 324.5K followers, 16.4K engagements
"Riyadh argues some June extra barrels weren't "supplied" to the market but put into storage outside the kingdom (in case of Hormuz closure). But reporting "supply-to-market" instead of "wellhead production" isn't consistent with OPEC's own decades-old methodology #OOTT 2/4" @JavierBlas on X 2025-07-11 12:36:26 UTC 324.5K followers, 2338 engagements
"Mexico accounts for six-in-ten tomatoes eaten in the U.S. (and importing them had a cost of $X billion last year) 🍅🥫" @JavierBlas on X 2025-07-14 21:58:37 UTC 324.5K followers, 30.8K engagements
"Everyone please relax The DoE has NOT given the keys of the Strategic Petroleum Reserve to an unknown real estate dude in Colorado. It has not. Nope This is vanilla gov contracting; the SPR has long been outsourced. The contract winner is not an unknown company. 1/9" @JavierBlas on X 2025-04-04 07:15:02 UTC 324.4K followers, 86.7K engagements
"COLUMN: British oil giant BP is hiring a new chair. What's needed to do the job well By far the best explanation of what it takes came from Robert Horton who in 1992 explained why he was the best person to chair the board of directors: #OOTT $BP" @JavierBlas on X 2025-07-08 18:26:20 UTC 324.4K followers, 27K engagements
"The gap between what policymakers (and above all their staff) say in public and in private about climate change is growing and growing. "Obviously I would never say that in public" is becoming the end part of many conversations" @JavierBlas on X 2023-07-18 14:16:31 UTC 324.4K followers, 260.2K engagements
"Before the outage hit Spain was running its grid with very little dispatchable spinning generation and therefore no much inertia. Solar PV/thermal + wind: XX% Nuclear: XXXX% Co-generation: X% Gas-fired: X% (less than 1GW) Snapshot at 12.30pm local time (outage was 12.35pm)" @JavierBlas on X 2025-04-28 14:09:40 UTC 324.5K followers, 2.1M engagements
"The Houthis of Yemen have released a propaganda video of their attack (and sinking) of the bulk carrier ship 'Magic Seas on Sunday in the Red Sea. It's both very concerning and rather spectacular (they attached multiple explosives to her hull) #Houthis" @JavierBlas on X 2025-07-08 19:00:52 UTC 324.5K followers, 238.2K engagements
"*TRUMP: HOPE TO GET OIL DOWN A LITTLE MORE *TRUMP: $XX A BARREL OIL PRICE 'IS GREAT' #OOTT" @JavierBlas on X 2025-07-16 16:17:52 UTC 324.5K followers, 37.1K engagements