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@sharing2025 TruthTruth posts on X about $su, $cnq, silver, $cve the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence $su #15, $cnq #5, silver 8.33%, $cve 8.33%, $meg 8.33%, $ath 8.33%, investment 5.56%, $vzla #5, $dvs #8, $slvtf XXXX%
Top accounts mentioned or mentioned by @108gt @104gt @272gt @realpeterlinder
Top assets mentioned Suncor Energy, Inc. (SU) Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Aethir (ATH) Baytex Energy Corp. (BTE) Transocean LTD. (RIG) Noble Corporation (NE) Borr Drilling Limited (BORR) Seadrill Limited (SDRL) MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) Coeur Mining, Inc. (CDE) Assemble Protocol (ASM) SM Energy Company (SM) Imperial Oil Limited (IMO) Enbridge, Inc (ENB) TC Energy Corporation (TRP) PPL Corp (PPL) Exxon Mobil (XOM) Northern Oil and Gas, Inc. (NOG) Permian Resources Corporation Class A Common Stock (PR) Convex Finance (CVX) Cheniere Energy, Inc. (LNG)
Top posts by engagements in the last XX hours
"9/25 LREE/HREE Hub. Why: EVs defense electrification magnets; HREE sep is chokehold. Drivers: PRC export curbs Western CAPEX offtakes. Strategy: fundable flowsheets + separation milestones. Symbols: $IONCF $ARAAF $PNSNF $MP $LYSDY $DEFN $UURAF $UUUU. #rareearths #HREE"
X Link 2025-11-19T19:24Z XXX followers, XX engagements
"15/25 Ag High-Grade Edge: Grade is the ultimate hedge against inflation and permitting creep. High-grade silver districts shorten paybacks and derisk investment capital. $VZLA $DVS $SLVTF stand out: geology is destiny in a tight-supply supercycle. (NI 43-101) #Geology #Mining"
X Link 2025-11-29T12:26Z XXX followers, XXX engagements
"20/25 Miner Cost Compression: when silver rises faster than diesellabor & consumablesAISC compresses; especially for mid-tiers like $EXK $CDE $ASM. This dual effect (margin expansion + multiple expansion) drives XX rerates early in bull phases. (Filings) #Mining #Investing"
X Link 2025-11-29T12:26Z XXX followers, XXX engagements
"21/25 M&A Tailwind: Tight Ag supply forces major miners to buy ounces in the ground. High-grade scalable developers ( $VZLA $DVS $AGAGF $AAGF) sit directly in the acquisition strike zone. Rising silver shortens payback lifting takeover premiums. (S&P Global) #Mergers #Silver"
X Link 2025-11-29T12:26Z XXX followers, XXX engagements
"1/22 Canadas WCS (heavy-sour crude benchmark priced inland) discount isnt geology; its structure. A single-buyer U.S. market suppresses prices & amplifies volatility. A BC Pacific corridor pipeline offers pricing power resilience & sovereignty (CER). #EnergySecurity #CdnEcon"
X Link 2025-11-30T10:04Z XXX followers, XXX engagements
"2/22 BC Premier Eby (center-left) calls a proposed oil pipeline from Alberta thru BC to the Pacifulic an energy vampire but Can relies on USAv for XX% of crude exports. The TMX (oil pipeline) helps yet leaves $SU $CNQ $CVE $MEG $ATH exposed (CER). #cdnpoli #EnergyPolicy"
X Link 2025-11-30T10:04Z XXX followers, XXX engagements
"4/22 Global heavy-crude oil scarcity boosts Alberta/Canadas heavy oil value. Mexico/Venezuela/Colombia heavy oil declines while U.S. cokers need heavy oil feed. Light shale (e.g. SM Energy light-oil E&P) cant replace WCS heavy oil qualities (IEA). #refining #EnergyStrategy"
X Link 2025-11-30T10:04Z XXX followers, XX engagements
"5/22 Refinery chemistry: heavy crude oil yields diesel/distillates (products in shortage) while light shale oil yields surplus gasoline. $SU $CNQ $CVE $MEG $ATH heavy oil fit the refinery (coker units) needs protecting profit margins (API). #DieselMarkets #RefineryMargins"
X Link 2025-11-30T10:04Z XXX followers, XXX engagements
"7/22 Asias refiners in Japan Korea China India run complex units favoring heavy oil feed stock/slates. PKI (Parkland) & IMO (Imperial Oil) show how Canadian Pacific tidewater access activates the WCS premium (IEA). #AsiaEnergy #refining"
X Link 2025-11-30T10:04Z XXX followers, XX engagements
"8/22 Engineering risk shapes any Pacific route from Alberta to/thru BC: terrain faults hydrology tug latency pilotage. Tools (LiDAR (terrain mapping) DAS (fiber sensing) AFD (flow detection)) tighten risk for $ENB $TRP $PPL (CEPA). #infrastructure #safety"
X Link 2025-11-30T10:04Z XXX followers, XX engagements
"4/6 $NEXG $NXGCF 82K acres. Mgmt targets 6Moz+. Goliath UG hit: 4.7m @ XX g/t Giustra onboard via Blackwolf. Strategic cap no near-term dilution. EV US$91M vs NAV US$1.43B No M&A before cash flow. Insider-led; strong hold & mine experience #StrategicCapital #ValueSetup"
X Link 2025-07-22T23:24Z XXX followers, XX engagements
"22/25 Ag exploration convexity: explorers offer violent upside when strong drill results become resources. Cycle-friendly torque resides in $AAGAF $SLVTF $SVRSF $EQMEF as geology low EV & tightening supply amplify convexity. Explorers are greatest beta to Ag price change. #Ag"
X Link 2025-11-29T12:26Z XXX followers, XXX engagements
"12/22 WCS diffs and WCF differentials (diffs) (WCS vs West Coast heavy-crude spread) drive valuations for $WCP $BTE $OBE & long-life $SU $CNQ $CVE $MEG $ATH. Tighter Can heavy oil price spreads stabilize VNR reduce NAV swings & extend FCF clarity (BofC). #valuation #investing"
X Link 2025-11-30T10:04Z XXX followers, XXX engagements
"1/25 Energy Setup Energy enters a 5yr tightening regime: steeper declines shale elasticity broken rigs undershootingcapex constrained LNG pull firm macro holding real rates below reinvest needs. Map: driversoverlays value corridors rerate. (Nuttall;IEA) #energy #macro"
X Link 2025-12-12T08:46Z XXX followers, XXX engagements
"2/25 Energy Price Structure WTI oil58 looks soft but structure tightens: crushed volcleaned positioningbackward curve stressed prompt spreads.Cyc softness structural loosening. These clusters precede tightening cycles with persistent upside skew. (Sen;EIA) #energy #macro"
X Link 2025-12-12T08:47Z XXX followers, XX engagements
"5/25 Energy Rig Trajectory Rigs sit 2030% below system-stability levels; under-drilling today locks in structural tightness later. Oil rigs off highs; gas rigs thin ahead of LNG pull. Rig trajectory is the hardest forward signal retail rarely sees. (Harris;BHI) #energy #natgas"
X Link 2025-12-12T08:47Z XXX followers, XXX engagements
"6/25 Energy Capex Scarcity Upstream oil E&P capex XX% below 2014 despite higher costs. Balance-sheet mandates + FCF discipline constrain reinvestment. Megaproject pipelines stay thin;capital scarcity defines the cycles slope & forward supply curve. (Nuttall;IEA) #energy #value"
X Link 2025-12-12T08:47Z XXX followers, XX engagements
"9/25 Energy Inventory Gradient OECD inventories sit lean; non-OPEC supply growth slows; OPEC+ spare capacity thin. Seasonal builds = noise. The key signal is persistent draw pressure;reveals tightness even when weekly data look choppy. Inventories anchor trend. (Sen;EIA) #energy"
X Link 2025-12-12T08:47Z XXX followers, XX engagements
"10/25 Energy Curve A flat or backward crude futures price curve signals underlying supply tightness even when spot looks weak. Backwardation penalizes shorts & reduces storage incentives indicating forward balances are tighter than current prints imply. (Harris;CME) #energy"
X Link 2025-12-12T08:47Z XXX followers, XX engagements
"20/25 Energy Killswitch Hydrocarbon investment killswitch set: major oil demand destruction rapid OPEC+ capacity return multi-yr new supply approvals or extreme recession. None currently align with balance signals. Cycle intact unless these break. (Nuttall;IEA) #energy #risk"
X Link 2025-12-12T08:47Z XXX followers, XX engagements
"21/25 Energy Canada Corridor Canada: low oil reserve declines pipe certainty FX tailwind disciplined reinvestment. Long-cycle hydrocarbon equity torque with downside cushion;ideal 35yr rerate zone for value investors. (Nuttall;IEA) $BTE $OBE $CNQ $SU $WCP $TOU #energy #value"
X Link 2025-12-12T08:47Z XXX followers, XXX engagements
"22/25 Energy US Shale + Services Mature shale consolidation; services regain leverage as rigs are scarce. Inventory depthgrowth rate. Corridor's sensitive to EM/BRICS demand pulsesadding cycle beta. (Croft;EIA) $XOM $CVX $NOG $PR $OIH $RIG $NE $BORR $SDRL $HLX #energy #macro"
X Link 2025-12-12T08:47Z XXX followers, XX engagements
"23/25 Energy LNG Corridor LNG: sticky long-term demand Asia pull Europe derisking & USA build-out. LNG price volatility becomes an edge. Midstream-gas layer (pipes compression storage) sits beneath LNG torque. Three actors below: $LNG $TELL $FLNG (Sen;IEA) #energy #natgas"
X Link 2025-12-12T08:47Z XXX followers, XXX engagements
"24/25 Energy Offshore Corridor Offshore is the long-cycle oil equity rerate engine: breakevens $5565/barrell rig scarcity NOC under-capex. Multi-yr pricing power persists. Deepwater torque sleeve compounds rerate potential. (GR;Rystad) $RIG $NE $BORR $SDRL #energy #offshore"
X Link 2025-12-12T08:47Z XXX followers, XXX engagements
"@RealPeterLinder Speak truth. I respect analysts who separate ST bear risk from a LT bull thesis via timeframe curve structureinventories macro liquiditytech. exhaustion. I rotated to PMs X. XX y ago; 160%+YTD. I adjust exposurenot conviction. Supercycle sequencing matters. #Energy #RiskMgmt"
X Link 2025-12-12T20:12Z XXX followers, X engagements