#  @Energy_Tidbits Dan Tsubouchi Dan Tsubouchi posts on X about oil, ceo, in the, business the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1029087530996494337/interactions)  - [--] Week [-------] +48% - [--] Month [-------] +67% - [--] Months [---------] +65% - [--] Year [---------] +44% ### Mentions: [--] [#](/creator/twitter::1029087530996494337/posts_active)  - [--] Week [--] +2.80% - [--] Month [---] +15% - [--] Months [---] +65% - [--] Year [-----] +92% ### Followers: [------] [#](/creator/twitter::1029087530996494337/followers)  - [--] Week [------] +0.71% - [--] Month [------] +1.40% - [--] Months [------] +12% - [--] Year [------] +20% ### CreatorRank: [-------] [#](/creator/twitter::1029087530996494337/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 24.84% [countries](/list/countries) 24.84% [stocks](/list/stocks) 20.5% [automotive brands](/list/automotive-brands) 3.11% [cryptocurrencies](/list/cryptocurrencies) 3.11% [technology brands](/list/technology-brands) 2.48% [travel destinations](/list/travel-destinations) 2.48% [currencies](/list/currencies) 2.48% [financial services](/list/financial-services) 1.86% [social networks](/list/social-networks) 1.24% **Social topic influence** [oil](/topic/oil) #1530, [ceo](/topic/ceo) #1617, [in the](/topic/in-the) 17.39%, [business](/topic/business) 14.29%, [gas](/topic/gas) #499, [market](/topic/market) 7.45%, [the world](/topic/the-world) 6.83%, [bullish](/topic/bullish) #311, [growth](/topic/growth) 6.83%, [iran](/topic/iran) 6.21% **Top accounts mentioned or mentioned by** [@business](/creator/undefined) [@vortexa](/creator/undefined) [@eiagov](/creator/undefined) [@tourmalineoil](/creator/undefined) [@staunovo](/creator/undefined) [@joesquawk](/creator/undefined) [@jcgnana](/creator/undefined) [@seanevers](/creator/undefined) [@gulfintel](/creator/undefined) [@tcenergy](/creator/undefined) [@trevorrose](/creator/undefined) [@amchamsh](/creator/undefined) [@beckyquick](/creator/undefined) [@squawkcnbc](/creator/undefined) [@amenabakr](/creator/undefined) [@crowleykev](/creator/undefined) [@cmenergyintel](/creator/undefined) [@thedave2006](/creator/undefined) [@disclosetv](/creator/undefined) [@adipaola17](/creator/undefined) **Top assets mentioned** [Diamondback Energy Inc (FANG)](/topic/$fang) [Suncor Energy, Inc. (SU)](/topic/$su) [Marathon Petroleum Corp (MPC)](/topic/marathon-petroleum) [Bitcoin (BTC)](/topic/bitcoin) [Basis Cash (BAC)](/topic/$bac) [Honeywell International Inc (HON)](/topic/honeywell) [Baker Hughes Co (BKR)](/topic/$bkr) [MPLX LP (MPLX)](/topic/mplx) ### Top Social Posts Top posts by engagements in the last [--] hours "Good morning. Key markets as of approx. 5:30am MT on Jan [--]. Post Maduro capture: Monday share prices: Chevron +5.1% Exxon +2.2% and Conoco +2.6%. CNG -6.1% and Suncor -1.5%. HH #ANatGas down again reflecting a warmer than normal temperatures hitting most of Lower [--]. Copper hitting another record high this morning. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2008519826080493892 https://twitter.com/i/web/status/2008519826080493892" [X Link](https://x.com/Energy_Tidbits/status/2008519826080493892) 2026-01-06T12:43Z 14.6K followers, [---] engagements "#NatGas is the only solution today for data centers says Honeywell CEO Kapur. He is asked "When you talked about the energy solutions available for these unbelievably hungry data centers your list was short. Your list has one thing on it if I listen correctly you said gas you didnt say gas and renewables. Can you educate us why not" Kapur then explains that the answer is driven by physics ie. why the answer today is #NatGas and not renewables. Thx @disclosetv for posting. #oott NOW - Honeywell CEO says solar power cannot produce cement or steel "They are very energy-intensive. It's physics." [X Link](https://x.com/Energy_Tidbits/status/2015262624536236202) 2026-01-25T03:17Z 14.6K followers, 19.6K engagements "North American upstream spending down mid-single digits in [----]. Per $BKR just released Q4. "Upstream spending: [----] global upstream spending expected to decline by low-single digits with int'l slightly down and NAM down mid-single digits". Q4 call at 930am ET. #oott https://twitter.com/i/web/status/2015599738511675401 https://twitter.com/i/web/status/2015599738511675401" [X Link](https://x.com/Energy_Tidbits/status/2015599738511675401) 2026-01-26T01:36Z 14.6K followers, [----] engagements "Saudi Aramco refinery maintenance = more #oil for export. [------] b/d Ras Tanura refinery maintenance. Planned Feb [--] for [--] days. [------] b/d Jazan refinery maintenance. Planned in Apr If Saudi oil production isn't going into Saudi refineries it is available for export. Thx @A_DiPaola17 #oott https://twitter.com/i/web/status/2016327427358859530 https://twitter.com/i/web/status/2016327427358859530" [X Link](https://x.com/Energy_Tidbits/status/2016327427358859530) 2026-01-28T01:48Z 14.6K followers, [----] engagements "Always great to look away from the screen and see the local Canmore wildlife with the elk gang lounging by the Bow River in the Rockies. Gray day in Canmore but great day in the markets for Gold and Silver. [--] min to FED decision haven't seen anyone call for a cut" [X Link](https://x.com/Energy_Tidbits/status/2016576627015373008) 2026-01-28T18:18Z 14.6K followers, [----] engagements "Great Venezuela oil loadings insight from @Vortexa US #Oil imports from Venezuela look to be increasing. US licensed [--] tankers or [--] mmb of VEN oil for import. Not clear over what period but [------] b/d if over 30-days. Plus one big wildcard and negative to Cdn oil diffs as US forces shift from dark fleet to mainstream tankers. IF this sees Venezuela oil coming to US instead of other dark fleet locations it would be [------] b/d Thx @soonweilun for posting. #oott https://twitter.com/i/web/status/2016867371101934025 https://twitter.com/i/web/status/2016867371101934025" [X Link](https://x.com/Energy_Tidbits/status/2016867371101934025) 2026-01-29T13:33Z 14.6K followers, [----] engagements "Iran continue to warn Saudi UAE Qatar etc that they need to do all they can to make sure Trump doesn't attack Iran. Iran Supreme Leader "The Americans should know that if they start a war this time it will be a regional war. #oott https://twitter.com/i/web/status/2017974956878115298 https://twitter.com/i/web/status/2017974956878115298" [X Link](https://x.com/Energy_Tidbits/status/2017974956878115298) 2026-02-01T14:54Z 14.6K followers, [----] engagements "OPEC+8 continue to see "current healthy oil market fundamentals as reflected in low inventories." #oott https://twitter.com/i/web/status/2017979336830394452 https://twitter.com/i/web/status/2017979336830394452" [X Link](https://x.com/Energy_Tidbits/status/2017979336830394452) 2026-02-01T15:12Z 14.6K followers, [----] engagements "Geely car sales may be half of BYD NEV but they continue to show stronger YoY sales growth. BEV sales would have been impacted by expiry of some EV trade-in credits Dec [--]. But Jan [----] YoY growth benefits from Jan [----] sales would have been hit by early Chinese Lunar New Year in Jan [----] would have led to less consumers in cities in late Jan [----]. Reminder Geely sells BEV PHEV and Other (ie. ICE). Jan sales: BEV: [-----] -15.0% YoY 25.2% share vs 30.0%. PHEV: [-----] +36.9% YoY 20.8% share vs 15.4%. Other (ICE): [------] +0.2% YoY 54.0% share vs 54.6%. See my 👇table. Sorry for the yellow shading" [X Link](https://x.com/Energy_Tidbits/status/2018103697054806050) 2026-02-01T23:26Z 14.6K followers, [----] engagements "Devon/Coterra merger to create #2 Permian producer. #oott" [X Link](https://x.com/Energy_Tidbits/status/2018308559662956924) 2026-02-02T13:00Z 14.6K followers, [----] engagements "Marathon Petroleum CEO sees global refined products demand of [--] to [---] mmb/d per year for the next [--] to [--] years. ". the reasons why we have a strong conviction in the macro and refining outlook not only for [----] obviously but for a longer period of time". "we continue to believe that '26 is going to be another year of strong refined products demand. When you look at the estimates out there over the next five frankly over the next [--] years really and you look at demand expectations you see that growth year-on-year [--] to [---] growth over that time period. That's just not domestically right We" [X Link](https://x.com/Energy_Tidbits/status/2018895275872444658) 2026-02-04T03:51Z 14.6K followers, [----] engagements "Marathon Petroleum CEO reminds US shale/tight oil plays get gassier. "We are also seeing higher gas-to-oil ratios across key shale basins as aging wells produce more associated gas per barrel of oil. This trend is increasing supplies of NGL rich gas and underscore the strategic importance of our infrastructure in the Permian. MPLX handles 10% of all the naturas gas produced in the US." See my 👇01/13/26 post US shale/tight "oil" plays get gassier as the wells and therefore the plays age. Thx @business transcripts. #oott US shale/tight "Oil" plays get gassier as the wells and therefore the" [X Link](https://x.com/Energy_Tidbits/status/2018896540585148875) 2026-02-04T03:56Z 14.6K followers, [----] engagements "Marathon Petroleum CCO on Q4 call today expects WCS less WTI diffs to continue to widen with more Venezuela crude entering the US. "If you look at WCS specifically it's widened anywhere from $1 to $2 a barrels. And ironically i would tell you look at the prompt month I actually think as you look at the forward curve it is showing that it's gong to widen out even a bit more because many of these Venezuelan barrels have not reached the market yet and have not been run yet." Per @business transcript. See my 👇01/30 post reminds WCS less WTI diffs normally narrow in the spring not widen. #oott" [X Link](https://x.com/Energy_Tidbits/status/2018897990266789909) 2026-02-04T04:02Z 14.6K followers, [----] engagements "Phillips [--] also sees WCS less WTI diffs are being hit by increasing Venezuela #oil hitting global markets even if PSX doesn't take up more Venezuela oil. PSX refineries can take [------] b/d of VEN oil. "But even if the Venezuelan crude doesn't come to our refineries it hits the global markets. It's going to hit heavy crude differentials. On WCS if you take a look at WCS's [----] differentials versus this year's actuals plus forward curve we're $3.50 weaker in [----] this year. The market is a forward market. It's looking at the barrels coming on and it's processing and thinking about what the" [X Link](https://x.com/Energy_Tidbits/status/2019164669139693901) 2026-02-04T21:42Z 14.6K followers, [----] engagements "Suspect many are surprised Equinor sees the giant Johan Sverdrup #oil field will decline more than 10% but well below 20% in [----]. If 15% that would be [------] b/d decline. They have warning it will start to decline. See my 👇10/29/25 post. Equinor CFO "So in [----] we were able to maintain the production more or less on the same level as '23 and '24. But we have fast forwarded a lot of production so this asset will start to decline." In the 07/23/25 Q2 call Q&A. "Production this year in [----] we say that that's pretty close to the production levels in [----] [--] maybe around [------] barrels per day"" [X Link](https://x.com/Energy_Tidbits/status/2019198608755548242) 2026-02-04T23:57Z 14.6K followers, [----] engagements "Volvo Cars warns on industry challenges for [----]. May be so but market is punishing Volvo. Volvo -26% Volkswagen -3% Mercedes -3% BMW -2% Also who else can it be but Chinese EVs for pricing pressures in the "premium market" Volvo Q4 "but the year will remain a challenging one for the industry. The overall premium market is expected to shrink this year with pricing pressures from a competitive market tariff effects regulatory uncertainty and soft consumer sentiment." #oott https://twitter.com/i/web/status/2019373028556026309 https://twitter.com/i/web/status/2019373028556026309" [X Link](https://x.com/Energy_Tidbits/status/2019373028556026309) 2026-02-05T11:30Z 14.6K followers, [----] engagements "Another set up for a potential (likely) spring Canada federal election PM Carney's Liberal "Government expected to scrap EV mandate in favour of new fuel efficiency system: source." reports 👇@CBCDavid @AshleyBurkeCBC #oott https://www.cbc.ca/news/politics/ottawa-auto-strategy-announcement-evs-9.7073975 https://www.cbc.ca/news/politics/ottawa-auto-strategy-announcement-evs-9.7073975 One of the examples from the 👇feedback from some Conservative delegates as to the set up for a potential likely spring federal election was Carney's Canada Groceries And Essentials Benefit. "The PBO estimates" [X Link](https://x.com/Energy_Tidbits/status/2019386220820726253) 2026-02-05T12:22Z 14.6K followers, [----] engagements "Good morning. Key markets as of approx. 5:30am MT on Feb [--]. Gold was over $5000 this time yesterday but didn't hold that and continues below currently at $4844 Silver back to beginning of Jan levels at $75.88. Looks like Iran/US talks will be proceeding tomorrow in Oman. Unclear how it will different than last year. Bitcoin went below $70000 an hour ago. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2019389356234903845 https://twitter.com/i/web/status/2019389356234903845" [X Link](https://x.com/Energy_Tidbits/status/2019389356234903845) 2026-02-05T12:35Z 14.5K followers, [---] engagements "Shell CEO Sawan reminds the #1 rule of oil production - it declines so need to add new production every year just to keep production flat. "the world needs more oil. We're growing at [--] million b/d demand at the moment consistently. And natural declines on existing fields are around [--] million b/d. So we're having to replenish around 6% of global production every single year." #oott @BenMBoulos @SquawkBoxEurope https://twitter.com/i/web/status/2019412765257969703 https://twitter.com/i/web/status/2019412765257969703" [X Link](https://x.com/Energy_Tidbits/status/2019412765257969703) 2026-02-05T14:08Z 14.6K followers, 52.5K engagements "One of the benefits for the way warmer than normal temperatures in Canmore is that there is very little snow so it's easier for the local elk gang to feed. The gang is moving up from the Bow River to beside our house. It was great day in the Rockies hitting 12c" [X Link](https://x.com/Energy_Tidbits/status/2019567287611924610) 2026-02-06T00:22Z 14.6K followers, [----] engagements "Bad day on the stock markets around the world. Bloomberg's WEI as of 6pm MT Feb [--]. #oott" [X Link](https://x.com/Energy_Tidbits/status/2019579501290877225) 2026-02-06T01:10Z 14.6K followers, [---] engagements "Core Labs CEO reminds of the #1 rule of oil production - it declines so need to add new production every year just to keep production flat. CLB CEO Q4 call reminds the IEA estimate global oil decline rate is 8% per year. Core Labs CEO Q4 call "As highlighted in the IEA's Sept [----] analysis global field by field data show that the natural decline in existing producing fields is accelerating and has become a dominant long-term supply risk. The IEA estimates that absent reinvestment global oil production would decline by approximately 8% per year due to natural field depletion. As a result the" [X Link](https://x.com/Energy_Tidbits/status/2019601715318915271) 2026-02-06T02:39Z 14.6K followers, [----] engagements "Core Labs CEO: with flattening US production big players long term shifting to international exploration. Q4 call: - Seeing an increase in FIDS around the world - people recognize the growth in US production is flattening. - we are going to work to try to improve recovery rate in the US "but for the longer term the trend is clearly ine direction of more international exploration and the bigger structures that can move the needle in terms of reserve replacmeent." #oott https://twitter.com/i/web/status/2019606428605116475 https://twitter.com/i/web/status/2019606428605116475" [X Link](https://x.com/Energy_Tidbits/status/2019606428605116475) 2026-02-06T02:57Z 14.6K followers, [----] engagements "Stellantis shares -24% on 22.2b writeoff incl 16.8b related to its EVs strategy mistake. CEO "The reset we have announced today is part of the decisive process we started in [----] to once again make our customers and their preferences our guiding star. The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers real-world needs means and desires. #oott https://twitter.com/i/web/status/2019737040665850130 https://twitter.com/i/web/status/2019737040665850130" [X Link](https://x.com/Energy_Tidbits/status/2019737040665850130) 2026-02-06T11:36Z 14.6K followers, [----] engagements "Anthropic announced Claude Opus [---] "can also apply its improved abilities to a range of everyday work tasks: running financial analyses doing research and using and creating documents spreadsheets and presentations" Any former investment banker/analyst knows downloading data/running models is the primary work task for your associates. Can't help also wonder how this impacts India as some dealers sent their data/model building offshore #oott https://twitter.com/i/web/status/2019750071764684921 https://twitter.com/i/web/status/2019750071764684921" [X Link](https://x.com/Energy_Tidbits/status/2019750071764684921) 2026-02-06T12:28Z 14.6K followers, [----] engagements "Conoco CEO reminds US shale continues to mature but not so for Conoco. "we have he highest quality asset base in our peer group a distinguishing competitive advantage especially in the context of a US shale industry that continues to mature" "I think broadly in the industry we're these kind of prices seeing sort of plateau-ish production int he shale North American or US shale but that is not the case inside our company" Thx @business transcript #oott" [X Link](https://x.com/Energy_Tidbits/status/2019823334452822175) 2026-02-06T17:19Z 14.6K followers, [----] engagements "Conoco doesn't see Venezuela oil having much of an impact on Cdn oil. Conoco CFO on Q4 call doesn't see Venezuela crude coming into the US "is in the short and medium term we're not really expecting to see that much of an impact" and "is going to have a particular material impact on Cdn heavy" " See 👇@business transcript. #oott https://twitter.com/i/web/status/2019826925364203660 https://twitter.com/i/web/status/2019826925364203660" [X Link](https://x.com/Energy_Tidbits/status/2019826925364203660) 2026-02-06T17:34Z 14.6K followers, [----] engagements "Hydrogen has always been viewed as a key item for #EnergyTransition BUT the challenge remains to get offtake buyers to commit to long -term deals for any large-scale hydrogen. Equinor CEO on Q4 call on their continued scaling back of their Energy Transition ambitions: "For instance also for hydrogen a couple of years ago we actually had head of terms contracts with customers. Those have been canceled meaning that we have not been able to progress a lot of these projects.So to summarize very quickly we had a different market view some years ago based on real discussions with governments and" [X Link](https://x.com/Energy_Tidbits/status/2019894415159066764) 2026-02-06T22:02Z 14.6K followers, [----] engagements "Canadians continue to avoid Las Vegas post Trump tariff war. Harry Reid International Airport passenger deplaned for Dec and 2025: Air Canada: -39.4% to 16679: -21.6% to [------]. WestJet: -33.1% to 22776: -27.9% to [------]. Taking advantage of no US Super Bowl commercials in Canada to post. Seahawks 6-0 Patriots: 11:16 to go in 2nd qt. #oott https://twitter.com/i/web/status/2020656374875566509 https://twitter.com/i/web/status/2020656374875566509" [X Link](https://x.com/Energy_Tidbits/status/2020656374875566509) 2026-02-09T00:29Z 14.6K followers, [----] engagements "Las Vegas being continues to be hit by lower/middle income consumers stress and less Canadians to Las Vegas. "K economy is alive and well" "we need to solve for Canada and leisure travel" "Luxor and Excalibur continued to have a disproportionate impact to this quarter's decline" MGM Resorts on Q4 call. Thx @business transcripts. Seahawks 6-0 Patriots 4:58 to go in Q2 Patriots 1-10 from their [--] yd line. #oott Canadians continue to avoid Las Vegas post Trump tariff war. Harry Reid International Airport passenger deplaned for Dec and 2025: Air Canada: -39.4% to 16679: -21.6% to [------]. WestJet:" [X Link](https://x.com/Energy_Tidbits/status/2020660140152938816) 2026-02-09T00:44Z 14.6K followers, [----] engagements "U-Haul CEO highlights they got kind of tricked into loading up on ICE because the GMs of the world said they would be stopping ICE trucks in the near term. In fairness to GM and Fords of the world they spent money as if they were doing so and it has cost them billions in losses on their EV ambition. Thx @business transcripts. #oott" [X Link](https://x.com/Energy_Tidbits/status/2020702165824643534) 2026-02-09T03:31Z 14.6K followers, [----] engagements "Shanghai and Hang Seng trading this week but reminder Lunar New Year holidays a week from now. See 👇schedules. #oott" [X Link](https://x.com/Energy_Tidbits/status/2020708434010914905) 2026-02-09T03:56Z 14.6K followers, [----] engagements "Trump/Colombia President Petro may have had a good face-to-face meeting but another US strike on a "narco-trafficking" lane in the Eastern Pacific. Nothing is impossible but Eastern Pacific seems a long way away from Venezuela for these small fast drug boats. #oott" [X Link](https://x.com/Energy_Tidbits/status/2021176041335665032) 2026-02-10T10:54Z 14.6K followers, [---] engagements "BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder distributions to be in the range of 30-40% of operating cash flow is "now retired'. #oott https://twitter.com/i/web/status/2021180862990254536 https://twitter.com/i/web/status/2021180862990254536" [X Link](https://x.com/Energy_Tidbits/status/2021180862990254536) 2026-02-10T11:14Z 14.6K followers, [----] engagements "China "chunyun" is on. China recorded more than [---] billion inter-regional passenger trips during the first week of the [----] Spring Festival travel rush The Spring Festival which is also known as Chinese New Year falls on Feb. [--] this year and the official holiday lasts nine days. The annual travel rush "chunyun" is often described as the world's largest human migration. It is expected to see a record [---] billion inter-regional passenger trips during the 40-day period from Feb. [--] to March [--] this year. #oott https://twitter.com/i/web/status/2021191760744153148" [X Link](https://x.com/Energy_Tidbits/status/2021191760744153148) 2026-02-10T11:57Z 14.6K followers, [---] engagements "Gas/oil ratio in tight/shale plays increase as the wells age. So unless new drilling (lower gas/oil ratio) is high enough to average out the impact of aging wells gas/oil ratio will increase in plays and gas production will increase while oil production stays flat or declines. Eagle Ford #Oil rigs down YoY. @EIAgov "This increase in natural gas production with stable oil production in the Eagle Ford region is a result of increasing gas-oil ratios." #OOTT" [X Link](https://x.com/anyuser/status/1912248113974419704) 2025-04-15T20:54Z 14.6K followers, 115.7K engagements "Canadians continue to avoid travel to US post Trump's Liberation Day. Driving to border states get hit the most ie. Washington Montana Michigan New York Vermont etc. Cdn resident return trips from US for Jan 2026: Total: [---] mm -24.3% YoY. By car: [---] mm -26.8% YoY. By air: 0.493mm -17.8% YoY Thx @StatCan_eng #oott https://twitter.com/i/web/status/2021751385537360014 https://twitter.com/i/web/status/2021751385537360014" [X Link](https://x.com/Energy_Tidbits/status/2021751385537360014) 2026-02-12T01:01Z 14.6K followers, [----] engagements "Continued big negative for China consumers. Chinese consumer's most important asset their home values keep going lower. MoM % drops increased post Trump Liberation Day. New home prices: 32nd consecutive MoM % drop. Jan -0.37% MoM. Dec -0.37% MoM. Nov -0.39% MoM. Oct -0.45% MoM (largest MoM drop since Oct 2024). Sept -0.41% MoM. Aug -0.30%. July -0.31%. June -0.27%. May -0.22%. Apr -0.12%. Mar -0.08%. Feb -0.14%. Jan -0.07%. Dec -0.08%. Nov -0.20%. 2nd hand home prices: 33rd consecutive MoM % drop. Jan-0.54% MoM. Dec -0.70% MoM (largest MoM drop since Sept 2024). Nov -0.68% MoM Oct -0.66% MoM." [X Link](https://x.com/Energy_Tidbits/status/2022130277137756307) 2026-02-13T02:06Z 14.6K followers, [----] engagements "North American natural gas demand forecast +45 bcf/d by [----]. @TCEnergy Q4/25 just now. This bullish #NatGas demand is unchanged. Q3/25 noted split by Canada +6 bcf/d US +33 bcf/d & MEX +6 bcf/d. A huge reminder for advantage of Cdn #NatGas producers. See my 👇02/10 post @TourmalineOil CEO Mike Rose #oott #NatGas [---] reminder from @TourmalineOil CEO Mike Rose on #NatGas most important advantage for the mid/long term. Wonder if we will see a replay of late 90's when US/global players bought up Cdn producers because of a similar #NatGas advantage Thx @trevor_rose_ for the #NatGas [---] reminder" [X Link](https://x.com/Energy_Tidbits/status/2022287221584470191) 2026-02-13T12:30Z 14.6K followers, 11K engagements "Air Canada CEO not seeing any big impact on flights from FIFA World Cup. Canada opening match is four months away on June [--] in Toronto. #oott" [X Link](https://x.com/Energy_Tidbits/status/2022328449000686033) 2026-02-13T15:14Z 14.6K followers, [----] engagements "IEA Feb OMR lowers oil demand growth rate and total oil demand for [----] and [----]. YoY growth rates would have been higher but IEA revised up its #Oil demand for [----] base year. 2024:+1.205 mmb/d YoY to [-------] mmb/d (was +1.174 to 103.202). Assumed no change to [----] as IEA doesn't include the detailed [----]. 2025: +0.769 mmb/d YoY to [-------] mmb/d (was +0.846 to 104.048). 2026: +0.850 mmb/d YoY to [-------] mmb/d (was +0.933 to 104.981). Feb OMR is +0.640 mmb/d. vs its initial [----] in Apr OMR at [-------] mmb/d. IEA continues highlighted [----] as a 2nd consecutive year of big global oil inventory" [X Link](https://x.com/Energy_Tidbits/status/2021908559869382747) 2026-02-12T11:25Z 14.6K followers, [----] engagements "Good morning. Key markets as of approx. 5:30am MT on Feb [--]. Oil holding recent gains as replay of [----] gap between US vs Iran positions. IEA Feb OMR posted lowers its oil demand forecast. Gold continuing $5000 earlier currently $5062. Bitcoin still below $70000 currently $67800. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2021926177427030201 https://twitter.com/i/web/status/2021926177427030201" [X Link](https://x.com/Energy_Tidbits/status/2021926177427030201) 2026-02-12T12:35Z 14.6K followers, [---] engagements "Air Canada don't expect any change in CAN/US air travel. "we don't expect it to get any worse. We're not expecting for it to get any better" CCO. See my 👇02/11 post Canadians continue to avoid travel to US post Trump's Liberation Day. #oott Canadians continue to avoid travel to US post Trump's Liberation Day. Driving to border states get hit the most ie. Washington Montana Michigan New York Vermont etc. Cdn resident return trips from US for Jan 2026: Total: [---] mm -24.3% YoY. By car: [---] mm -26.8% YoY. https://t.co/9YRtkWNG9i Canadians continue to avoid travel to US post Trump's Liberation" [X Link](https://x.com/Energy_Tidbits/status/2022330356318585262) 2026-02-13T15:21Z 14.6K followers, [----] engagements "Technology = higher recovery and production rate in Permian shale/tight oil. Operational advancements by one player (ie. Exxon) relatively quickly work thru to others ie. lightweight proppant. Coterra Energy 11/04 Q3 call. Exxons use of lightweight proppant in Permian see my below 10/02 & 06/24 posts. Mgmt aske if Coterra has looked at lightweight proppant. CFO Yes. So we have a trial ongoing as a matter of fact on new lightweight proppants. So we don't have any results to share today but that's a technology that we're investigating. And we have a lot of hope to see improved productivity as" [X Link](https://x.com/Energy_Tidbits/status/1987950483584221304) 2025-11-10T18:28Z 14.6K followers, [----] engagements "Macro factors disproportionately hitting US lower-income and Hispanics consumers. Molson Coors 11/04 Q3 call CEO . have been impacted by macro-related factors that have pressured consumption behavior. In the US these macro impacts have had a disproportionate effect on the lower income and Hispanic consumers. And within beer these consumer segments have driven a reduction in the number of buyers as well as spend per trip" Catch-up reading transcripts on a plane yesterday. Thx @business transcripts. #oott https://twitter.com/i/web/status/1988047614429065524" [X Link](https://x.com/Energy_Tidbits/status/1988047614429065524) 2025-11-11T00:54Z 14.6K followers, [----] engagements "Colombia top wealth tax up to 5%. "Colombias leftist government said it will use emergency powers to raise taxes on the nations richest citizens as well as on the financial services sector. The government is decreeing an increase on the top wealth tax rate to 5% from 1.5% and would also slash the threshold at which it becomes payable to [--] billion pesos ($530000) from [---] billion pesos President Gustavo Petro said Tuesday in a national address. Those figures are unchanged from the rates the government sent in a bill to congress this year which lawmakers rejected. The surcharge on financial" [X Link](https://x.com/Energy_Tidbits/status/2003791959878513087) 2025-12-24T11:36Z 14.6K followers, [----] engagements "#SuncorEnergy listed in @BlackChron's 👇Climate activists v. the U.S. energy industry: Cases to watch in [----]. Suncor Energy Inc. v. Boulder The nations highest court is still deciding whether it will hear arguments in Suncor Energy Inc. v. Boulder; a case to decide whether state and local governments can use nuisance laws to sue energy companies for activities that may cause climate change. The case originating in Colorado centers around a City of Boulder and Boulder County lawsuit in state court against Suncor Energy claiming it misled the public in its activities that the local governments" [X Link](https://x.com/Energy_Tidbits/status/2005454735147430392) 2025-12-29T01:44Z 14.6K followers, [----] engagements "US oil rigs +1 WoW to 411: US gas rigs flat WoW at [---] on 01/23. US oil rigs now -14.9% or [---] rigs vs Apr [--] US gas rigs now +23.2% or +23 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] [---] 09/05: [---] [---] 08/29: [---] 119" [X Link](https://x.com/Energy_Tidbits/status/2014762298720522699) 2026-01-23T18:08Z 14.6K followers, [----] engagements "US oil rigs flat WoW at 411: US gas rigs +3 WoW at [---] on 01/30. US oil rigs now -14.9% or [---] rigs vs Apr [--] US gas rigs now +26.3% or +26 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] [---] 09/05: [---] 118" [X Link](https://x.com/Energy_Tidbits/status/2017336636665958532) 2026-01-30T20:38Z 14.6K followers, [----] engagements "AI hitting the stock market today. Anthropic's new tool to automate legal work is hammering software stocks related thereto ie. ServiceNow -7% Intuit -10% and Salesforce -5%. But also spilling over to impact private credit providers for private software co's for services with Blue Owl -4% Apollo -6% and Ares -8% . Thx @davidfaber @carlquintanilla @SaraEisen #oott https://twitter.com/i/web/status/2018720461719523343 https://twitter.com/i/web/status/2018720461719523343" [X Link](https://x.com/Energy_Tidbits/status/2018720461719523343) 2026-02-03T16:17Z 14.6K followers, [----] engagements "More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge backlog of orders for gas turines. 👇are Siemens 11/20/25 capital market day slides. #oott https://twitter.com/i/web/status/2018740201745756658 https://twitter.com/i/web/status/2018740201745756658" [X Link](https://x.com/Energy_Tidbits/status/2018740201745756658) 2026-02-03T17:35Z 14.6K followers, 11.2K engagements "Sounds like it's a question of price. Murphy Oil CEO asked if time to to sell its Tupper Montney. CEO Hambly said they are "very internally active at assessing what our assets do in our portfolion and how they may be viewed by the market. So we like it but we are also aware other people like it and we consider opportunities for the assets all the time." Thx @business transcript. #oott #NatGas https://twitter.com/i/web/status/2018841569256771919 https://twitter.com/i/web/status/2018841569256771919" [X Link](https://x.com/Energy_Tidbits/status/2018841569256771919) 2026-02-04T00:18Z 14.6K followers, [----] engagements "Were Devon CEO's "there is a real upside value creation for that Anadarko asset" really just to attract private equity backed producers to buy @RaymondJames John Freeman asks Devon CEO if the combined Devon/Coterra Anadarko assets will get more attention/capital post the merger CEO Gaspar "Yeah i think Anadarko is having a new day. There's been a lot of private equity excitement and investment". Sees the combo "will really unlock the potential there. I just think there's a real upside value creation for that asset. We look forward to those teams constructively working together and to build" [X Link](https://x.com/Energy_Tidbits/status/2018846344924876924) 2026-02-04T00:37Z 14.6K followers, [----] engagements "US oil imports from Venezuela +81000 b/d WoW to [------] b/d highest level since [------] b/d in 12/12/25 week. Note my 👇01/31 post on Vortexa crude oil floating storage as of 01/30. "Note US Gulf Coast 01/30 of [-----] and 01/23 of [-----] mmb vs typical 1-2 mmb. Feels like Venezuela cargos waiting to come onshore" #oott Much more to #oil prices than floating storage (ie. Iran) but floating storage continues to be a negative indicator for near-term #Oil. 11th consecutive week for Vortexa crude oil floating storage [---] mmb not seen since Covid late Oct [----]. Total [------] mmb WoW to [------] mmb." [X Link](https://x.com/Energy_Tidbits/status/2019183575003025524) 2026-02-04T22:57Z 14.6K followers, [----] engagements "NOV is another major #oil #natgas service co who expects oil supply/demand to begin to rebalance in H2/26. Q4 release "Near term we expect an oversupplied oil market and geopolitical uncertainty to keep customers cautious and their budgets weighted toward the back half of [----]. We anticipate markets will begin to rebalance in the second half of the year and are seeing increasing indications that offshore drilling activity is bottoming which should support improving demand for our drilling equipment aftermarket business later in the year. " #oott Oil/NatGas supply/demand rebalancing into 2027." [X Link](https://x.com/Energy_Tidbits/status/2019225554059243680) 2026-02-05T01:44Z 14.6K followers, [----] engagements ""The US" industry is likely approaching a point where it will need to decide between declining production volumes or increased drilling activity to maintain production levels." Patterson UTI CEO. "Although there may be a moderate decrease in US oil activity in the near-term we do not believe that the industry can continue operating at lower drilling levels without causing a more significant impact to production than what we have been seen so far." Thx @business transcripts. #oott https://twitter.com/i/web/status/2019612099455156283 https://twitter.com/i/web/status/2019612099455156283" [X Link](https://x.com/Energy_Tidbits/status/2019612099455156283) 2026-02-06T03:20Z 14.6K followers, [----] engagements "US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] 118" [X Link](https://x.com/Energy_Tidbits/status/2019835763538715087) 2026-02-06T18:09Z 14.6K followers, [----] engagements "Much more to #oil prices than floating storage (ie. Iran) but 1st week [---] mmb after [--] consecutive weeks [---] mmb which was a level not seen since Covid late Oct [----]. Total [-----] mmb WoW to [-----] mmb on 02/06 vs minor revised up by +0.75 mmb of [------] mmb on 01/30. Ends streak of [--] consecutive weeks [---] mmb that included four weeks [---] mmb. Asia [-----] mmb WoW to [-----] mmb on 02/06 vs minor revised down by [-----] mmb of [-----] mmb on 01/30. Last [--] weeks are in the 50's which is down 50% from [---] mmb to start [----]. Note US Gulf Coast 02/06 of [-----] mmb and 01/30 of [-----] mmb vs more typical 1-2" [X Link](https://x.com/Energy_Tidbits/status/2020195706099888142) 2026-02-07T17:59Z 14.6K followers, [----] engagements "230 Permian rigs today is like [---] Permian rigs used to be says Plains All American. "So I'd say cautiously optimistic because if you look consistently across the producer landscape what used to hold the Permian Basin flat was [---] rigs with less production. Now it's [---] rigs. So you can see those efficiencies are working thru the system." PAA response when asked on producer customers under WTI $60-65. Per @business Q4 call transcript. Seahawks 12-0 Patriot 9:12 to go in Q3. Thx @staunovo for graph. #oott Oil rigs in the Permian shale basin Baker Hughes #oott https://t.co/FAhSHPfgBF Oil rigs" [X Link](https://x.com/Energy_Tidbits/status/2020678558868496895) 2026-02-09T01:58Z 14.6K followers, [----] engagements ""So it would probably be a little wider Canadian differentials than otherwise would have been" Plains All American on the impact of an additional 200-300000 b/d of Venezuela oil. Thx @business transcripts. Still Seahawks 12-0 Patriots. Patriots just had another [--] and out. 7:34 to go in Q3. #oott https://twitter.com/i/web/status/2020679994520096949 https://twitter.com/i/web/status/2020679994520096949" [X Link](https://x.com/Energy_Tidbits/status/2020679994520096949) 2026-02-09T02:03Z 14.6K followers, [----] engagements "Plains All American sees Permian growth for some time. "We're very very confident and constructive on the ability for the Permian to be a key part of the incremental supply for the world for quite some time and then could expect growth to come back as fundamentals improve" CEO Chiang per @business transcript. Seahawks 12-0 Patriots. Seahawks just had a [--] and out. 5:10 to go in Q3. #oott https://twitter.com/i/web/status/2020681901862801599 https://twitter.com/i/web/status/2020681901862801599" [X Link](https://x.com/Energy_Tidbits/status/2020681901862801599) 2026-02-09T02:11Z 14.6K followers, [----] engagements "Lower income US homeowners feeling the stress. @NewYorkFed "The chart below breaks out the new 90+ days delinquency rates by these income groups. While borrowers in the lowest-income zip codes (quartile1) have seen their 90+day delinquency rates surge since 2021rising from approximately 0.5percent to nearly 3.0percent by late 2025those in the highest-income areas (quartile4) continue to maintain historically lower delinquency rates. Although financial distress appears to be deepening for households in lower-income areas borrowers in higher-income areas appear largely insulated from these" [X Link](https://x.com/Energy_Tidbits/status/2021270932430762354) 2026-02-10T17:11Z 14.6K followers, [----] engagements "Chinese satellite image shows the United States has fully deployed THAAD systems in Jordan's Muwaffaq Salti Air Base. 👇@clashreport MizarVision Reminder Muwaffaq Salti air base is good defense position for Israel vs Iran missile attacks. Thx @googlemaps #oott Chinese satellite image shows the United States has fully deployed THAAD systems in Jordan's Muwaffaq Salti Air Base. Source: MizarVision https://t.co/tBzWvHdHqk Chinese satellite image shows the United States has fully deployed THAAD systems in Jordan's Muwaffaq Salti Air Base. Source: MizarVision https://t.co/tBzWvHdHqk" [X Link](https://x.com/Energy_Tidbits/status/2021274422477455451) 2026-02-10T17:25Z 14.6K followers, [----] engagements ""The Trump tariffs amount to an averagetaxincrease per US household of $1000 in [----] and $1300 in [----]. Under the tariffs imposed and scheduled as of February [--] [----] the weighted averageapplied tariffrate on all imports rises to [----] percent and the averageeffectivetariff rate reflecting behavioral responses rises to [---] percentthe highest average rate since 1946." @TaxFoundation #oott https://twitter.com/i/web/status/2021306792513266021 https://twitter.com/i/web/status/2021306792513266021" [X Link](https://x.com/Energy_Tidbits/status/2021306792513266021) 2026-02-10T19:34Z 14.6K followers, [----] engagements "El Paso airspace 10-day no fly. Here is the FAA NOTAM posting for the Temporary flight restriction for Special Security Reasons for [--] days to Feb [--]. No pilots may operate an aircraft n the areas covered by this NOTAM (except as described). Excluding Mexican airspace. #oott https://twitter.com/i/web/status/2021575293291630682 https://twitter.com/i/web/status/2021575293291630682" [X Link](https://x.com/Energy_Tidbits/status/2021575293291630682) 2026-02-11T13:21Z 14.6K followers, [----] engagements ""Looking forward the Lower [--] market appears to be stabilizing. At the same time the opportunity set in our international markets looks attractive." Nabors CEO in Q4 release: #oott https://twitter.com/i/web/status/2021767581171098045 https://twitter.com/i/web/status/2021767581171098045" [X Link](https://x.com/Energy_Tidbits/status/2021767581171098045) 2026-02-12T02:05Z 14.6K followers, [----] engagements "Winter means global #Oil demand always seasonally declines QoQ in Q1 vs the preceding Q4. OPEC Feb MOMR oil demand (million b/d) Q1/26: [-----] QoQ to [------] Q2/26: [-----] QoQ to [------] Q3/26: +1.44 QoQ to [------] Q4/26: +0.87 QoQ to [------] Q1/27: [-----] QoQ to [------] Q2/27: [-----] QoQ to [------] Q3/27: +1.64 QoQ to [------] Q4/27: +0.82 QoW to [------] #oott https://twitter.com/i/web/status/2021779158444261857 https://twitter.com/i/web/status/2021779158444261857" [X Link](https://x.com/Energy_Tidbits/status/2021779158444261857) 2026-02-12T02:51Z 14.6K followers, [----] engagements "US oil imports from Venezuela [------] WoW to [------] b/d for 02/06 week. 01/30 of [------] b/d was highest level since [------] b/d in 12/12/25 week. Note my 👇02/07 post on Vortexa crude oil floating storage as of 02/06 "Note US Gulf Coast 02/06 of [-----] mmb and 01/30 of [-----] mmb vs more typical 1-2 mmb. Feels like Venezuela cargos waiting to come onshore" #oott Much more to #oil prices than floating storage (ie. Iran) but 1st week [---] mmb after [--] consecutive weeks [---] mmb which was a level not seen since Covid late Oct [----]. Total [-----] mmb WoW to [-----] mmb on 02/06 vs minor revised up by +0.75" [X Link](https://x.com/Energy_Tidbits/status/2021782317514338717) 2026-02-12T03:04Z 14.6K followers, [----] engagements "#NatGas [---] reminder from @TourmalineOil CEO Mike Rose on #NatGas most important advantage for the mid/long term. Wonder if we will see a replay of late 90's when US/global players bought up Cdn producers because of a similar #NatGas advantage Thx @trevor_rose_ for the videos. #oott The good news for Canadian producers - and the country itself - is that our [--] big gas plays are much earlier in productive life." From the Alberta Deep Basin we see at about 17-18% produced out - and Montney it's probably [--] - 6% - it's way earlier in development life." https://t.co/HduQN8mKss The good news for" [X Link](https://x.com/Energy_Tidbits/status/2021360719183347791) 2026-02-10T23:08Z 14.6K followers, 13.6K engagements "Good morning. Key markets as of approx. 5:30am MT on Feb [--]. TC Energy very bullish #NatGas demand forecast +45 bcf/d to [----] incl Can +6 US +33 MEX +6. US equity market hit yesterday spread around the world. Gold was -$162 yesterday +$42 to $4964 this morning. Bitcoin still below $70000 currently $67050. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2022289945575199045 https://twitter.com/i/web/status/2022289945575199045" [X Link](https://x.com/Energy_Tidbits/status/2022289945575199045) 2026-02-13T12:41Z 14.6K followers, [----] engagements "Hallie Clark 1st run in skeleton is coming up in next few min. @TeamCanada" [X Link](https://x.com/Energy_Tidbits/status/2022327399258743033) 2026-02-13T15:09Z 14.6K followers, [---] engagements "US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] 118" [X Link](https://x.com/Energy_Tidbits/status/2022371595105505536) 2026-02-13T18:05Z 14.6K followers, [----] engagements "Another bullish #NatGas North American demand forecast. NA natural gas demand +23 bcf/d to [----]. @Enbridge just now. In line with @TCEnergy's +45 bcf/d by [----]. See my 👇02/10 post @TourmalineOil CEO Mike Rose on Canada's #NatGas big advantage for supply. #oott North American natural gas demand forecast +45 bcf/d by [----]. @TCEnergy Q4/25 just now. This bullish #NatGas demand is unchanged. Q3/25 noted split by Canada +6 bcf/d US +33 bcf/d & MEX +6 bcf/d. A huge reminder for advantage of Cdn #NatGas producers. See my 👇02/10 post https://t.co/iR6lmBaLsj North American natural gas demand" [X Link](https://x.com/Energy_Tidbits/status/2022299033524748790) 2026-02-13T13:17Z 14.6K followers, 10.6K engagements "321 crack spreads -$0.60 WoW to $28.83 on 02/13. WTI -$0.66 WoW to $62.89 on 02/13. $28.83 cracks are very strong and provide big economic incentive for refineries to draw more crude to make big margins ie. a positive draw on oil prices. But the reminder is that WTI is normally more impacted by global/oil market items like US/Iran risk premium. Thx @business #oott https://safgroup.ca https://safgroup.ca" [X Link](https://x.com/Energy_Tidbits/status/2022467754251690354) 2026-02-14T00:27Z 14.6K followers, [---] engagements "Must read #Aramco CEO Nasser "rest of world will not transition at the same speed as developed world. this is where most of humanity lives". ie. 6.8b of 7.8b world It's why #EnergyTransition "ambition is years ahead of reality". #Oil #NatGas look good for 2020s. #OOTT" [X Link](https://x.com/anyuser/status/1559177727906705408) 2022-08-15T13:58Z 14.6K followers, [---] engagements "Don't say The Man Saudi Energy Minister Abdulaziz didn't warn everyone. See 👇He may not talk about oil prices but seems clear that $90 #Oil doesn't reflect the realities of the physical market. And BTW Saudi can control the realities of the physical market. #OOTT" [X Link](https://x.com/anyuser/status/1561786793640439808) 2022-08-22T18:46Z 14.6K followers, [---] engagements "Wake up call. @aramco CEO headlines will be "little hope of ending the #EnergyCrisis anytime soon" global #Oil capacity 1.5% of demand will be eliminated as demand recovers. Overlooked global oil fields decline 6% each year that's every year see 👇 06/23/19 blog. #OOTT XOM NYC speech: factor in depletion rates need to new oil prod adds 8%/yr ie. global oil decline is 7%/yr. See SAF June [--] blog Exxons Math Calls For Overall Global Oil Decline Rate of 7% A Very Bullish Argument For Post [----] Oil Prices #OOTT https://t.co/EtRO0mOZ47 https://t.co/eoqfuDmBhT XOM NYC speech: factor in depletion" [X Link](https://x.com/anyuser/status/1572168475225001986) 2022-09-20T10:19Z 14.6K followers, [---] engagements "#Aramco CEO "the world should be worried" "this is where we are heading. If China opens up a little bit you will find out that spare capacity will be eroded completed" reports @MathisWilliam. #OOTT" [X Link](https://x.com/anyuser/status/1577252455574011907) 2022-10-04T11:01Z 14.6K followers, [---] engagements "Sent congrats to @ericnuttall watching @StreetSignsCNBC. Didn't know [--] min mark "as the manager of the 3rd largest energy fund active not passive in the world". @MorningstarInc - BlackRock World Energy Fund $4.7b Fidelity Select Energy $3.4b Ninepoint Energy Fund $2.0b. #OOTT Eric Nuttall @ericnuttall believes that the oil market is already undersupplied before potential Russian production cuts. Watch to find out where he sees $WTI at as he forecasts a bull market for #oil over the next 5-6 years #energy #opec @WillKoulouris @TanvirGill2 https://t.co/Iw2XGVXlMd Eric Nuttall @ericnuttall" [X Link](https://x.com/anyuser/status/1595087609390575618) 2022-11-22T16:11Z 14.6K followers, [--] engagements "Buckle Up #Oil market uncertainty from EU Russia oil price cap is only now starting. Kommersant on Novak comments just now that Russia is "ready to reduce oil production in the event that European importers begin to apply the price limit." #OOTT" [X Link](https://x.com/anyuser/status/1599402602089050113) 2022-12-04T13:57Z 14.6K followers, [---] engagements "china speeding to herd immunity. @AmChamSh Eric Zheng just now. no official stats but in Shanghai based on anecdotal evidence at least 70% of people have already got the Covid infection. set up for sustained #Oil demand recovery on Q2. thx @business #OOTT" [X Link](https://x.com/anyuser/status/1612613079954780163) 2023-01-10T00:51Z 14.6K followers, 33.6K engagements "WOW wonder what brought this on it would be inappropriate for us to use our monetary policy or supervisory tools for example to promote a greener economy or achieve other climate based goals. we are not and will not be a climate policymaker @federalreserve chair Powell. #OOTT" [X Link](https://x.com/anyuser/status/1612984091342958598) 2023-01-11T01:25Z 14.6K followers, 23.9K engagements "China reopening All major cities have seen peak Covid & moving to herd immunity which means people are getting out and driving and now flying domestically. Flights from Beijing and Shanghai to rise rapidly. chart just now on Bloomberg Markets Asia. #OOTT #Oil china speeding to herd immunity. @AmChamSh Eric Zheng just now. no official stats but in Shanghai based on anecdotal evidence at least 70% of people have already got the Covid infection. set up for sustained #Oil demand recovery on Q2. thx @business #OOTT https://t.co/sMNmNr3iRk china speeding to herd immunity. @AmChamSh Eric Zheng just" [X Link](https://x.com/anyuser/status/1614822121779400706) 2023-01-16T03:09Z 14.6K followers, 64.9K engagements "Bullish for #Oil. $PXD CEO Sheffield "most companies are drilling Tier [--] Tier [--] inventory now. So we just dont have that potential to grow US production ever again. I think we may get back to [--] mmb/d probably in [---] to [--] yrs at a very slow pace. Thx @SullyCNBC. #OOTT" [X Link](https://x.com/anyuser/status/1632859309058174977) 2023-03-06T21:42Z 14.6K followers, 33.8K engagements "why #Buffet likes #Oil. you will be producing more #Oil [--] yrs from now or about the same and if you spent trillions $ now youd still be needing it. you cant change the world that fast says Buffet to @JoeSquawk ask on potential $20T spend on #EnergyTransition. #OOTY" [X Link](https://x.com/anyuser/status/1646158545883209729) 2023-04-12T14:29Z 14.6K followers, 98.7K engagements "Bullish for #Oil How much sustainable Permian oil growth is there if Permian DUCs are lowest level in several yrs when Permian production was 1/3 today's b/d ICYMI. @EIAgov revised its estimated Permian DUCs [----] to revised [---] DUCs. EIA estimates Mar is [---] DUCs #OOTT" [X Link](https://x.com/anyuser/status/1649889062407532544) 2023-04-22T21:33Z 14.6K followers, 34.2K engagements "1/7. @IEA Global EVs Outlook [----] #Oil Bears and Bulls will both love it Oil Bears and western leaders like headline EVs to be 60% of total car sales in [----] EVs to displace nearly [--] mmbd of oil by [----] already displaced [---] mmbd in [----]. #OOTT" [X Link](https://x.com/anyuser/status/1651193323871432704) 2023-04-26T11:55Z 14.6K followers, 85.6K engagements ""they White House keep asking us to increase production. Frankly when you increase production in a tight market you make more money" #Exxon CEO Woods. also "we will continue to try to explain to the White House how the markets work" #OOTT @JoeSquawk" [X Link](https://x.com/anyuser/status/1651927074385588224) 2023-04-28T12:31Z 14.6K followers, 104.6K engagements "#Vortexa crude #Oil floating storage at May [--] est [-----] mmb [------] mmb WoW vs revised Apr [--] of [-----] mmb. See 👇table [------] mmb MoM is this Iran selling floating storage RUS oil being rerouted after being transferred Thx @Vortexa @business. #OOTT" [X Link](https://x.com/anyuser/status/1654878537592238082) 2023-05-06T15:59Z 14.6K followers, 63.3K engagements "@nut_history Agreed In an emotion filled Yankee Stadium after 9/11 on Oct [--] [----] Even more impressive that he threw a perfect strike wearing a bulletproof vest and after derek jeter said don't bounce it before home plate" [X Link](https://x.com/anyuser/status/1655551006967758849) 2023-05-08T12:31Z 14.6K followers, 91.5K engagements "#Oil [---]. Decline rates. Every barrel produced has to be replaced just to keep production flat. #Aramco CEO "considering the depletion of 5% to 7% and you need to have huge investment just to maintain the current decline that we see in existing mature fields" Oil looks good for 2020s #OOTT" [X Link](https://x.com/anyuser/status/1688517666498351106) 2023-08-07T11:49Z 14.6K followers, 39.9K engagements "Here's why #Montney is likely #1 #NatGas play in CAN/US maybe in the world $TOU Q2 call: 6-well 10b Aitken Creek Montney pad. Drill/complete/onstream in Q4/21 cost $30.6mm payout of [--] months income to date $130 mm forecast IRR is 1000%. #OOTT" [X Link](https://x.com/anyuser/status/1688718471201521664) 2023-08-08T01:07Z 14.6K followers, 17.2K engagements "Key factor why #Oil looks good for 2020s. #Exxon today "natural decline rate of existing oil production is approx 7% per yr." WTI was $52 on 06/17/19 when Exxon warned on 7% decline. See 👇SAF 06/20/19 blog. "Exxons Math Calls For Overall Global Oil Decline Rate of 7% A Very Bullish Argument For Post [----] Oil Prices" #OOTT" [X Link](https://x.com/anyuser/status/1696320323795247557) 2023-08-29T00:34Z 14.6K followers, 18.2K engagements "WOW Must read 👇RWE CEO post ". #OffshoreWind projects in EU & US have been stopped mainly citing cost increases" "worst case scenario for the #EnergyTransition when large projects that have already been awarded are not realised as planned" #NatGas needed for longer #OOTT" [X Link](https://x.com/anyuser/status/1697080517345399060) 2023-08-31T02:55Z 14.6K followers, 37.1K engagements "Here's why Cdn No Frack #Oil plays are big. Looks like $TVE CEO showing 👇slide. No Frack Clearwater vs top quartile Permian Delaware Wolfcamp. Faster payout: [---] yrs vs [---]. NPV is 5.3x vs well cost vs 1.2x More reserves per $ secondary recovery potential etc. #OOTT Thanks [--] all that showed up Brian put up an absolute clinic. Ive always felt if you invest in great people first youll almost always come out on top. Its really obvious for anyone that cares to look $TVE gonna have a remarkable 2H blow out quarters Brian was also so https://t.co/owOSwuZC0c Thanks [--] all that showed up Brian put up" [X Link](https://x.com/anyuser/status/1700481584502325619) 2023-09-09T12:09Z 14.6K followers, 54.8K engagements "Breaking good news for Cdn #Oil Trans Mountain CEO sees TMX [------] b/d expansion in commercial operations by end of Q1/24. [---] mmb line fill to start end of Jan. Thx @ChrisVarcoe #OOTT In an interview Trans Mountain Corp. CEO Dawn Farrell said she expects opening of expansion project by end of Q1 a potential sale within [--] years. The $30.9B project is facing cost pressures but "we are close in that range." https://t.co/eTOKcBf9DH #cdnpoli #ableg #yyc #TMX In an interview Trans Mountain Corp. CEO Dawn Farrell said she expects opening of expansion project by end of Q1 a potential sale within 2" [X Link](https://x.com/anyuser/status/1710101328067002671) 2023-10-06T01:15Z 14.6K followers, 24.2K engagements "Oil Bulls will like this. 2nd week of very low #Oil in floating storage. 10/13/23 at [-----] mmb & 10/06/23 at [-----] mmb about [--] mmb below recent 06/23/23 peak. And not huge revisions to past 7-wks mix ranging from +3.24 mmb to [-----] mmb. Thx @Vortexa @business #OOTT" [X Link](https://x.com/anyuser/status/1713216515217224170) 2023-10-14T15:33Z 14.6K followers, 33.6K engagements "#Oil Bulls will really like this. Lowest oil in floating storage since Covid 3rd consecutive week of very low levels. 10/20: [-----] mmb 10/13 : [-----] (zero revisions) 10/06: [-----] mmb Down [--] mmb vs recent 06/23/23 peak [------] mmb. Thx @Vortexa @business #OOTT" [X Link](https://x.com/anyuser/status/1715751969187582342) 2023-10-21T15:28Z 14.6K followers, 25.5K engagements "#Oil bulls should like this. Floating oil storage [-----] mmb at 11/03. Only been [--] wks below [--] mmb since Covid [--] of which in last [--] wks. Down [--] mmb vs recent 06/23/23 peak [-----] mmb Thx @Vortexa @business #OOTT" [X Link](https://x.com/anyuser/status/1720822624434237627) 2023-11-04T15:17Z 14.6K followers, 16K engagements "#Oil bulls should like this. Floating oil storage [-----] mmb at 11/10 only [--] mmb since Covid. Some upward revisions to Oct wks but only to low 70's mmb which is low as only been [--] wks (incl 11/10 10/20) below [--] mmb since Covid. Thx @Vortexa @business #OOTT" [X Link](https://x.com/anyuser/status/1723372679594410244) 2023-11-11T16:10Z 14.6K followers, 18.3K engagements "WOW Russia OPEC Secretariat meeting with [--] Secondary Sources & [--] tanker trackers agree to a template & mthly meetings for transparency in RUS #Oil & products exports. It's why Saudi Energy Minister is The Man See 👇SAF Group transcript. Great @wenkennedy interview #OOTT" [X Link](https://x.com/anyuser/status/1731769083857871325) 2023-12-04T20:14Z 14.6K followers, 58.9K engagements "US consumer still spending $BAC CEO "what youre seeing in the tension between how I feel versus what I do. And how I feel is I feel inflation Im reading about everything is more expensive. What Im doing Im going to concerts Im spending money on entertainment" @LesliePicker #OOTT" [X Link](https://x.com/anyuser/status/1732064539838177465) 2023-12-05T15:49Z 14.6K followers, 35.9K engagements "For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at existing fields today & the level of maturity that we're seeing in conventional and unconventional resources you're looking at a 7% decline" ie. [--] mmbd has to be replaced each yr to stay flat Thx @jcgnana #OOTT" [X Link](https://x.com/anyuser/status/1732933994579399149) 2023-12-08T01:23Z 14.6K followers, 67.1K engagements ""WOW" says @BeckyQuick @SquawkCNBC US consumer deposit balances still 40% above pre-Covid. think the excess savings during Covid + wage growth savings boost doesn't run out until "well past 2024" says $BAC Liz Everett Krisberg . #OOTT US consumer still spending $BAC CEO "what youre seeing in the tension between how I feel versus what I do. And how I feel is I feel inflation Im reading about everything is more expensive. What Im doing Im going to concerts Im spending money on entertainment" https://t.co/3OuoF5QLeq US consumer still spending $BAC CEO "what youre seeing in the tension between" [X Link](https://x.com/anyuser/status/1734549389405016393) 2023-12-12T12:22Z 14.6K followers, 61.9K engagements "Houthis Red Sea impact Lowest floating #Oil storage since Covid. 01/26 [-----] mmb. Only been [--] wks in 60s since Covid. Are some floating storage barrels filling any delivery gaps from tankers having to go via Cape of Good Hope to avoid Red Sea Thx @Vortexa @business #OOTT" [X Link](https://x.com/anyuser/status/1751280728485355677) 2024-01-27T16:27Z 14.6K followers, 14.3K engagements "Data centers/AI growth = massive need for power. Data centers don't run less when the sun goes down or the wind isn't blowing. Looks like a lot more #NatGas power will be needed 👇@PippaStevens13 on massive power needs especially in US are just ramping up. #OOTT" [X Link](https://x.com/anyuser/status/1754953663431553184) 2024-02-06T19:42Z 14.6K followers, 38.9K engagements "WOW Orsted a global leader in Wind cut its renewable energy capacity ambition to [----] by 24-30% & its investment by 43% How can the IEA & others not push back peak #NatGas demand timing. #Oil #NatGas will be needed for longer. #OOTT" [X Link](https://x.com/anyuser/status/1755202927885504977) 2024-02-07T12:12Z 14.6K followers, 16.4K engagements "321 crack spreads hit $30 today. normally $30 spreads provides big incentives for refineries to keep up runs and first response is to drag up #Oil prices a bit. Thx @business #OOTT" [X Link](https://x.com/anyuser/status/1756120522252042303) 2024-02-10T00:58Z 14.6K followers, [----] engagements "US #Oil supply can grow but the treadmill is not slowing down. $FANG is now 3rd largest Permian player at [-------] boe/d. Says "Base Total Decline (%) is 31%" in its Permian lands" ie. need to add [------] b/d to keep Permian flat. #OOTT For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at existing fields today & the level of maturity that we're seeing in conventional and unconventional resources you're looking at a 7% decline" ie. [--] mmbd has to be replaced each yr to stay flat Thx @jcgnana #OOTT https://t.co/KLJaYfAEVa For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at" [X Link](https://x.com/anyuser/status/1757004281729647056) 2024-02-12T11:30Z 14.6K followers, 30.9K engagements "For #Oil bulls. "What I am saying natural decline is call it 6% on [---] million barrels thats over [--] million barrels per day of capacity that is lost every year that has to be replaced. So that is a Saudi Arabia every [--] years Saudi Aramco CFO Al-Murshed to @VonnieQuinn #OOTT" [X Link](https://x.com/anyuser/status/1759561587307032691) 2024-02-19T12:52Z 14.6K followers, 54.4K engagements "Positive for Oil over coming week. [---] crack spreads still $29.46. Spreads at $30 provide big incentive for refineries to keep up runs and if possible defer maintenance. Refineries taking as much #Oil as possible tends to drag up Oil prices a bit. #OOTT Thx @business" [X Link](https://x.com/anyuser/status/1765563347557343321) 2024-03-07T02:21Z 14.6K followers, [----] engagements "Positive for WTI #Oil over coming weeks. [---] crack spreads at $33.00 are very big margins for refineries ie huge incentive to maximize runs/crude input. Refineries taking as much oil as possible tends to drag up oil prices a bit. #OOTT Thx @business" [X Link](https://x.com/anyuser/status/1768826604313260215) 2024-03-16T02:28Z 14.6K followers, 32.6K engagements "Big positive to Cdn #Oil about to kick-in with [------] b/d TMX expected start by end of Q2. China's Sinochem takes 1st cargo from Suncor in May/June reports @business. Recall 👇@JavierBlas 02/14 column expected to give $7/b lift to Cdn crude. #OOTT COLUMN: After years of pain Canadas expensive new pipeline expansion is set to put its oil industry back on track #OOTT #Canada @Opinion https://t.co/UFHZLbnM2Z COLUMN: After years of pain Canadas expensive new pipeline expansion is set to put its oil industry back on track #OOTT #Canada @Opinion https://t.co/UFHZLbnM2Z" [X Link](https://x.com/anyuser/status/1770413403703537684) 2024-03-20T11:33Z 14.6K followers, 19.8K engagements "#Oil 101: Need to add 6-7 mmbd new oil supply/yr to stay flat. Aramco Q1 👇: Damman Marjan Berri & Zuluf to add [-----] mmbd to "maintain MSC at [----] mmbpd". Saudi 3.5% oil decline would fit Aramco 👇12/07/23 tweet global conventional + unconventional decline of 7%. #OOTT For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at existing fields today & the level of maturity that we're seeing in conventional and unconventional resources you're looking at a 7% decline" ie. [--] mmbd has to be replaced each yr to stay flat Thx @jcgnana #OOTT https://t.co/KLJaYfAEVa For anyone looking at #Oil in" [X Link](https://x.com/anyuser/status/1787843976948592718) 2024-05-07T13:56Z 14.6K followers, 23.8K engagements "Oil market better in H2 than price reflecting Always worth giving strong consideration to @CroftHelima views on OPEC. She is one of the small # "in the room" for Q&A with key players. Most of all she has a direct relationship with The Man Saudi Energy Minister Abdulaziz. #OOTT" [X Link](https://x.com/anyuser/status/1798036623944478857) 2024-06-04T16:58Z 14.6K followers, 15.9K engagements ""More Than Half of Teslas Are Being Traded In for Gas Cars" 👇@edmunds Will Kaufman report. Doubt if any EVs sales forecasts build in any significant % of EV owners switching back to ICE Another reason why EVs replacing ICE forecasts are too optimistic. #OOTT #Oil" [X Link](https://x.com/anyuser/status/1816660794819674140) 2024-07-26T02:24Z 14.6K followers, 86.6K engagements "Every man for himself. Game changer in the fast approaching fight for 24/7 reliable affordable #NatGas power in the US. Data Centers need reliable 24/7 #NatGas so much they will buy it from the gas pipeline before the gas gets to LDCs to generate power TC Energy Q2 Q&A "And as an alternative to citing these data centers behind LDCs we're now seeing a much greater potential for data center operators to seek laterals o of our main line and to use that gas supply to fuel onsite power generation that they would build and or own themselves." Data centers will ensure their own 24/7 #NatGas power" [X Link](https://x.com/anyuser/status/1819410690362560829) 2024-08-02T16:31Z 14.6K followers, 23.1K engagements "#Oil #NatGas [---] All existing oil & natural gas producing fields have declining production levels and require ongoing capital spending to try to minimize the rate of decline. Then need to add new production from new field just to stay flat let alone grow. #OOTT" [X Link](https://x.com/anyuser/status/1828755581731054007) 2024-08-28T11:24Z 14.6K followers, 10.9K engagements "WOW Risk of Israel attack on Iran #Oil sends floating storage tankers to buyers. Vortexa crude #Oil floating storage down a whopping [------] mmb to [-----] mmb at Oct [--]. Big decline was in Asia floating storage [------] mmb WoW not floating storage around potential Middle East conflict escalation. Last time this low was Sept [--] [----] at [-----] mmb. Thx @vortexa @business #OOTT" [X Link](https://x.com/anyuser/status/1842592335273586957) 2024-10-05T15:47Z 14.6K followers, 44.4K engagements "SAF Group Nov [--] [----] Energy Tidbits memo is posted on the insights section of SAF Group website. this 77-pg energy research memo covers more items than tweeted this week. Hope it helps your energy views. #Oil #OOTT #LNG #NatGas #EnergyTransition #EVs https://safgroup.ca/insights/ https://safgroup.ca/insights/" [X Link](https://x.com/anyuser/status/1853134582247571772) 2024-11-03T17:58Z 14.6K followers, 31.5K engagements "Bullish for #OIl incl Cdn heavy/medium oil. Marco Rubio rumored to be Trump's Secretary of State. Rubio has led anti-Maduro charge & been against Biden's licenses opening up Venezuela oil exports. Trump had US oil imports from VEN down to zero See 👇Nov [--] tweet on Energy Tidbits memo. #OOTT SAF Group Nov [--] [----] Energy Tidbits memo is posted on the insights section of SAF Group website. this 77-pg energy research memo covers more items than tweeted this week. Hope it helps your energy views. #Oil #OOTT #LNG #NatGas #EnergyTransition #EVs https://t.co/S7Z1cYZxjS https://t.co/rmjuAY3WhB SAF" [X Link](https://x.com/anyuser/status/1856155413282009469) 2024-11-12T02:01Z 14.6K followers, 24.2K engagements "Bullish #NatGas for coming decade. Meta's $10b AI data center tol be in Louisiana. Read release closely doesn't say the data center will be powered by renewables. And carefully doesn't mention #NatGas power. AI data centers need reliable available 24/7 power. Louisiana is a big #NatGas producer incl the Haynesville shale. EIA's electricity profile shows LA's electricity generation is driven by #NatGas and renewable energy is immaterial. Unless Meta can divert existing nuclear from going into the grid no one may want to say it BUT it will be #NatGas providing the 24/7 power. #OOTT" [X Link](https://x.com/anyuser/status/1864400094671392845) 2024-12-04T20:03Z 14.6K followers, 28.9K engagements "Big continuing win for Cdn #Oil cash flows. Increasing tanker exports post June [----] start [------] b/d TMX kept WCS less WTI diffs from normal S/O/N widening and continue to stay narrow. WCS less WTI diffs: 01/10/25: $12.15 01/10/24: $19.06 01/10/23: $25.00 Thx @garquake @business #OOTT" [X Link](https://x.com/anyuser/status/1877884836024868934) 2025-01-11T01:06Z 14.6K followers, 16.7K engagements "Breaking Positive for Cdn #Oil. Commerce Secretary Lutnick gives Canada and Mexico a way out of 25% tariffs. there will be no tariffs on Canada and Mexico if they address the flow of fetanyl. reports @mmcassella #OOTT" [X Link](https://x.com/anyuser/status/1884655876100718970) 2025-01-29T17:32Z 14.6K followers, 56K engagements "Some Cdn #Oil should be exempt from Trump 10% tariff. Trump "Such rate of duty shall apply with respect to goods entered for consumption". IF its consumption in US maybe [------] b/d of Cdn oil via pipelines & rail that is re-exported out of Gulf Coast. Thx @OilGasCanada. Thx @GregSheaWorkBee #OOTT" [X Link](https://x.com/anyuser/status/1886076135152533651) 2025-02-02T15:36Z 14.6K followers, 41.1K engagements "Overlooked #Oil Fundamental Global oil production declines every year so need to add new oil supply every year just to keep oil supply flat. @OPECSecretariat reminds need to add [--] mmb/d of new supply every year just to offset declines & keep global oil supply flat Oil decline is a fundamental. It's nothing new. #OOTT" [X Link](https://x.com/anyuser/status/1900932118869667968) 2025-03-15T15:28Z 14.6K followers, 16.7K engagements "Huge implications for #Oil #NatGas #LNG going forward IF major Permian producer $FANG is right. "Today geologic headwinds outweigh the tailwinds provided by improvements in technology and operational efficiency" FANG CEO IF this is right it means high decline rates in Permian production will need increasing rig/frac spreads just to try to keep production flat. IF Permian is at inflection/turning point it means US production is at inflection point and will be huge to the #Oil #NatGas #LNG markets going forward. Positive for Cdn #Oil #NatGas supply which is not facing this inflection point." [X Link](https://x.com/anyuser/status/1919719327781294398) 2025-05-06T11:42Z 14.6K followers, 86.2K engagements ""So I'm thinking right now the Permian is if it grows at all through the rest of the year it's going to be very little" "I think the Permian could plateau sooner than we expected. And we had expected the Permian to continue growth thru 2027" Occidental CEO Hollub in Q1 call Q&A. #OOTT" [X Link](https://x.com/anyuser/status/1920835481727889673) 2025-05-09T13:37Z 14.6K followers, 30.7K engagements "OPEC [---] from @Amena__Bakr. OPEC+8 adding [------] b/d is an increase to ceiling and DOES NOT equal actual production additions. That is just an increase to the ceiling and you are going to reach a point where a lot of these countries are going to hit their maximum capacity here. And we are going to start talking about spare capacity again and the lack of it. "for example that [---] we saw maybe 50% of that actual production coming in. We might see [------] for the 548" See 👇my transcript. Thx @Amena__Bakr @sean_evers @gulf_intel #oott" [X Link](https://x.com/anyuser/status/1942281722298785953) 2025-07-07T17:57Z 14.6K followers, 14K engagements "Boe/d is the sum of oil NGLs and natural gas production converted to a barrels of oil equivalent per day. So when Chevron says its Permian LT target is [--] mmboe/d that is 44% or [------] boe/d crude oil [------] boe/d NGLs and [------] boe/d #NatGas. Chevron's Niemeyer saying cutting rigs/frack spreads as it nears its LT target [--] mmboe/d will reduce capex to maintain its [--] mmboe/d. reports @CrowleyKev. This is exactly what CEO Wirth said in Q4/24. See my 👇12/08/24 post. #oott Is Lower [--] shale/tight oil finally peaking in [----] 12/05/24: Chevron Permian production growth reduced in favor of free" [X Link](https://x.com/anyuser/status/1946020219656536160) 2025-07-18T01:32Z 14.6K followers, 29.4K engagements "New $FANG CEO letter "We continue to believe that at current oil prices U.S. shale oil production has likely peaked and activity levels in the Lower [--] will remain depressed." But not clear or perhaps left unsaid if a similar conclusion on US shale production as the 05/06/25 CEO letter means they have the same major reason why US shale oil production has peaked See my 👇05/06/25 post "Huge implications for #Oil #NatGas #LNG going forward IF major Permian producer $FANG is right. "Today geologic headwinds outweigh the tailwinds provided by improvements in technology and operational efficiency"" [X Link](https://x.com/anyuser/status/1952516074374935011) 2025-08-04T23:44Z 14.6K followers, 28.1K engagements "Big overlooked positive #Oil price view from BP CEO. Headline: BP sees oil demand +1% this yr and next yr. Overlooked: OPEC back in driver's seat as to where oil price goes as non-OPEC supply growth will stop exceeding oil demand growth. "there is additional supply coming onto the market but we think that demand and that supply from non-OPEC countries pretty much offsets each other. And therefore oil price will be up to OPEC+ to decide where it goes" Auchincloss. Thx @cnbcKaren @CNBCJulianna #oott" [X Link](https://x.com/anyuser/status/1953149419530174791) 2025-08-06T17:41Z 14.6K followers, 47.9K engagements "Another positive #Oil view in [----]. Add EOG to the list who see a balanced oil market in [--] mths or so which points to OPEC strength in [----]. Q2 call Q&A. CEO "but ultimately once we get through the next quarter or two maybe seasonally demand weakness in Q1 we actually find ourselves looking at a potentially balanced market going forward. And what we see is less non-OPEC supply growth coming on in the next couple of years than what we've seen. And so it really sets up that's why i said in the opening remarks that we start to see in [----] you arrive at a spot where pricing is likely more driven" [X Link](https://x.com/anyuser/status/1954343514789363986) 2025-08-10T00:46Z 14.6K followers, 20.7K engagements "US shale/tight "Oil" plays get gassier as the wells age. See my 👇table @EIAgov Aug STEO data. Gas % of total boe production. Bakken. 25.33% in [----] to 31.72% in [----]. Eagle Ford: 43.53% in [----] to 48.35% in [----]. Permian: 37.09% in [----] to 41.59% in [----]. So unless new drilling (lower gas/oil ratio wells) is high enough to average out the impact of aging wells gas/oil ratio will increase in "oil" plays and gas production will increase while oil production stays flat or declines. See my 👇04/15 post on EIA's highlighting gas/oil ratio in tight/shale plays increase as the wells age. #oott" [X Link](https://x.com/anyuser/status/1955386157392703587) 2025-08-12T21:49Z 14.6K followers, [----] engagements "Global #NatGas supply decline rate is 11% per yr says Exxon ie. need to add new production every yr to offset the 11% decline rate JUST to keep production flat before meeting the 20% growth in demand per Reuters report flagged by @staunovo. 👇Exxon "In the absence of new investment starting today global natural gas supply would decline at 11% per year resulting in a shortfall of about [---] BCFD by [----] or about half of projected global demand." #oott Exxon sees natural gas demand surging inoutlook to [----] https://t.co/no2v7c3RN5 Exxon sees natural gas demand surging inoutlook to 2050" [X Link](https://x.com/anyuser/status/1961202720418980308) 2025-08-28T23:02Z 14.6K followers, 31.1K engagements "Permian waste water is an emerging and serious issue says Coterra CEO. "I will say it's generally a basin-wide phenomenon that sale or disposal in Delaware Basin and really the larger Permian Basin is an emerging and serious issue" Re injecting shallow zones "that poor space is limited. There will be a point where that poor space fills up." "So we're very optimistic that we can manage this and get it behind us". Thx @business transcripts. #oott" [X Link](https://x.com/anyuser/status/1963777966623887425) 2025-09-05T01:35Z 14.6K followers, 43K engagements "Devon is another to highlight Permian waste water disposal is an absolute critical path item for producers. Devon CEO "It does not matter if you have pipe or even if you have wells if that pore space is full you're done." "Water as you mentioned it's another absolute critical path item to make sure we have the ability to do what we do." #oott Permian waste water is an emerging and serious issue says Coterra CEO. "I will say it's generally a basin-wide phenomenon that sale or disposal in Delaware Basin and really the larger Permian Basin is an emerging and serious issue" Re injecting shallow" [X Link](https://x.com/anyuser/status/1964461204426146194) 2025-09-06T22:50Z 14.6K followers, 27K engagements "Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the battery by 30% Chief Executive Officer Darren Woods said at the University of Texas at Austins Energy Symposium on Friday. Its a revolutionary step change in battery performance. The invention is being tested by several EV manufacturers Woods said. Used on the anode side of the battery the synthetic graphite allows for faster charging a longer lifespan and longer range for electric vehicles." Thx @CrowleyKev" [X Link](https://x.com/anyuser/status/1966681213470745045) 2025-09-13T01:51Z 14.6K followers, 57.6K engagements "US Shale/tight #Oil 101: have high base decline rates ie. need to drill to stay flat. US oil players generally don't decline decline rates or economics. BUT Chord Energy major Bakken player does Today acquired XTO's Bakken [----] boe/d (78% oil) with "low base decline rate of 23%". Chord's Aug [--] Q2: Williston [------] boe/d (56% oil) with 34% base oil decline rate. New weighted average base decline is 31%. #OOTT https://twitter.com/i/web/status/1967758081070403841 https://twitter.com/i/web/status/1967758081070403841" [X Link](https://x.com/anyuser/status/1967758081070403841) 2025-09-16T01:11Z 14.6K followers, 11.5K engagements "Reminder why Brent is almost $70 and not in $50s as expected by herd mentality. @Kpler @Amena__Bakr "So lack of spare capacity a heightened geopolitical risk no indications that stocks are building in OECD and globally. I think that combination of factors is the reason we are seeing price where it is." @sean_evers @gulf_intel #oott" [X Link](https://x.com/anyuser/status/1971619539701166301) 2025-09-26T16:55Z 14.6K followers, 13.9K engagements ""it is just tough to offset first-year declines in the unconventionals to get absolute growth" Conoco CEO So WTI $55-65 is "plateauish" production. AND WTI in $70s modest growth not going back to million b/d growth from unconventionals "it's something like a couple hundred thousand 3- or [------] b/d - price dependent" Conoco CEO. Great interview @cm_energyintel #oott https://www.energyintel.com/00000199-5e31-d2c3-a1fd-7f33c3e80000 https://www.energyintel.com/00000199-5e31-d2c3-a1fd-7f33c3e80000" [X Link](https://x.com/anyuser/status/1971650168727748925) 2025-09-26T18:56Z 14.6K followers, 13K engagements "OPEC+ is back in driver's seat if US shale/tight is flat to maybe declining #Oil production with continued [--] mmb/d demand growth. Conoco CEO. "So the implications for flat-to-maybe-declining crude oil production out of the US is Opec-plus' market share moving from the mid-30s% today to probably something over-40% to mid-40s%. So we're going back to that world where that market share is required. And then it's going to be: Do they have the spare capacity to do it Are they investing for that future" Great interview @cm_energyintel #oott" [X Link](https://x.com/anyuser/status/1971655238617899135) 2025-09-26T19:16Z 14.6K followers, 16.6K engagements "Game Changer to #Oil Views IEA have and continue to forecast a wave of oil supply BUT @vortexa is not seeing that wave of oil at sea Its the supply side that is driving prices. everybody has basically been telling you for [--] to [--] years time there is a wave of new supply that is coming into the market in the millions basically. And the reality is we dont see that at sea. David Wech Vortexa Even though oil demand growth may be closer to IEA than OPEC lesser than forecast supply at sea is the more important oil price factor. It should change oil views if people no longer accept as a given the IEA" [X Link](https://x.com/anyuser/status/1972028271505359074) 2025-09-27T19:59Z 14.6K followers, 16.9K engagements "OXY CEO sees US #oil shale production to plateau between [----] and [----] and "then the shale declines pretty quickly". How US shale oil moves so does total US oil production move. "The conventional oil in the US the conventional reservoirs we think will recover about [---] billion barrels form those. we think we'll recover about [---] billion barrels from the shale development in the US. There will be a time when that production will plateau. We believe that's going to come between [----] and [----]. And then the shale declines pretty quickly because when you look at it about 70% of the shale oil being" [X Link](https://x.com/anyuser/status/1973718544040001767) 2025-10-02T11:55Z 14.6K followers, 60.2K engagements "Great quote from Paul Tudor Jones "You have to get on and off the train pretty quick. If you just think about bull markets the greatest price appreciations always occurs the [--] months preceding the top Jones said. It kind of doubles whatever the annual averages and before then if you dont play it youre missing out on the juice; if you do play it you have to have really happy feet because there will be a really really bad end to it. Thx @YunLi626 #OOTT https://www.cnbc.com/2025/10/06/paul-tudor-jones-says-ingredients-are-in-place-for-massive-rally-before-a-blow-off-top-to-bull-market.html" [X Link](https://x.com/anyuser/status/1975317927634313406) 2025-10-06T21:51Z 14.6K followers, 46.1K engagements "WTI $60 has exceeded all expectations on how oil would crash if OPEC+ brought back too much oil. And OPEC+ brought back way more oil than expected. But Oct is really the start of the key test period. Will and by how much will OECD oil inventories increase in the normal seasonal build like in the US. #ooff" [X Link](https://x.com/anyuser/status/1975890460578308563) 2025-10-08T11:46Z 14.6K followers, 24.5K engagements "One for the #oil bulls. @conocophillips CEO "We dont see floating inventories rising we dont see a lot more medium-sour crude coming into the US Gulf Coast which typically happens if theres a lot of spare capacity "You look at the physical market you dont see that playing itself out he said. So there could be a collision coming. Were all watching some of those kinds of signals wondering: when is the bearishness going to kick in Is there going to be a big flood of supply which we frankly dont see A lot of the OPEC+ increases were paper barrels they were already in the market. Thx" [X Link](https://x.com/anyuser/status/1978285649632579728) 2025-10-15T02:23Z 14.6K followers, 37.8K engagements "Near term oil oversupply view from Gunvor and Trafigura. Gunvor CEO. "we have heard it before and people have been burned on that. But this time around at this stage I think theres a bit more substance in the oversupplied narrative. Trafigura "Weve only known for the past [--] months that the surplus is coming "The reality is it probably goes lower from here. Thx @business @megacontango Grant Smith. #oott" [X Link](https://x.com/anyuser/status/1978288686254194912) 2025-10-15T02:35Z 14.6K followers, 13.7K engagements ""Global oil oversupply is expected to peak during the first half of [----]. Many shale oil producers are targeting relatively flat oil production requiring modest activity improvement in the coming yar from current levels" "Oil and gas industry frac activity has now fallen below levels required to sustain North American oil production." @LibertyEnergyCo CEO. #oott" [X Link](https://x.com/anyuser/status/1979720432199848409) 2025-10-19T01:25Z 14.6K followers, 16.1K engagements "One sentence from the SLB Q3 call that is a bullish mid-term #Oil indicator. "Global inventories still reside at multi-year lows and the need to offset natural production decline accounts for nearly 90% of annual upstream investment." SLB CEO. #oott" [X Link](https://x.com/anyuser/status/1979741824362397886) 2025-10-19T02:50Z 14.6K followers, 17.2K engagements "Iran #Oil keeps getting rebranded as Malaysia oil. China customs official data is zero oil imports from Iran since June [----]. BUT China oil imports from Malaysia [---] mmb/d in Sept yet Malaysia total oil production is only [----] mmb/d. Note China oil imports from Malaysis are down in past few months with increase in Iran oil being rebranded as Indonesia oil. . Thx @business #OOTT https://safgroup.ca https://safgroup.ca" [X Link](https://x.com/anyuser/status/1980095848181858705) 2025-10-20T02:16Z 14.6K followers, 18.9K engagements "Looks like Iran #Oil is increasingly rebranded as Indonesia oil. China customs official data is zero oil imports from Iran since June [----]. BUT China oil imports from Indonesia [------] b/d in Sept [------] b/d in Aug [------] b/d in July [------] b/d in June [------] b/d in May [-----] b/d in Apr. Also increasing oil from Indonesia helps explain why China oil imports from Malaysia are down. See my 👇post. Thx @business. @staunovo for originally flagging. #OOTT Iran #Oil keeps getting rebranded as Malaysia oil. China customs official data is zero oil imports from Iran since June [----]. BUT China oil" [X Link](https://x.com/anyuser/status/1980098037948309656) 2025-10-20T02:25Z 14.6K followers, 19.9K engagements "Here's why US shale is approaching its twilight of Tier [--] locations by @NOVGlobal CEO. US E&P wouldn't be doing horseshoe-shaped wells or do a refrac or go unconventional in Turkey (Continental) or Algeria (Exxon Chevron) if US shale had Tier [--] locations. "I think it's becoming more and more evident to a lot people in industry that US shale North American shale is kind of approaching the twilight that Tier [--] locations or are being exhausted otherwise why would you drill a horseshoe-shaped well Why would you do a refrac Wy would you go to Turkey and look for opportunities or Algeria So i think" [X Link](https://x.com/anyuser/status/1983349241193083169) 2025-10-29T01:44Z 14.6K followers, 20.5K engagements "The solution to low #LNG prices is low LNG prices just takes a few years to flow thru. Worth a read. @Cheniere EVP lays out "LNG Market Nearing Inflection Point". Entering period of significant supply growth "latent price sensitive LNG demand particularly in Asia will stand ready to absorb this additional supply efficiently" "multi-year period of elevated prices we have experienced represents a clear signal that the market requires additional LNG supply and we ultimately view a moderation in global LNG prices as favorable necessary perhaps for meaningful adoption of natural gas." #oott #NatGas" [X Link](https://x.com/anyuser/status/1984799350879633643) 2025-11-02T01:46Z 14.6K followers, 23.1K engagements "Here's why Permian #Oil is increasingly dominated by big players that got/getting bigger Big resource base they can execute "at scale" such that any drilling/completion improvements get transferred to the next of wells. "Never underestimate the American engineer" says $FANG CEO " highlights 👇continued improvement in drilling and completions. #oott" [X Link](https://x.com/anyuser/status/1985674596050231348) 2025-11-04T11:44Z 14.6K followers, 26.1K engagements "US shale/tight #oil need to add [---] mmb/d of new production just to offset declines and keep production flat at [--] mmb/d. Chord Energy highlights its low base decline rate of 34%. Its table of unnamed peer group looks to have an overall base decline of 40%. If US shale/tight oil of [--] mmb/d has a 40% base decline it means the US has to add3.6 mmb/d of new oil production just to keep production flat. #oott https://twitter.com/i/web/status/1986268824887349573 https://twitter.com/i/web/status/1986268824887349573" [X Link](https://x.com/anyuser/status/1986268824887349573) 2025-11-06T03:06Z 14.6K followers, 15.1K engagements "4-mile vs 2-mile Bakken wells. Chord Energy 11/05 Q3 call. 4-mile wells EUR are 1.9x to 2.0x two 2-mile wells EURs in the Bakken. 4-mile wells work because of cost advantage vs two 2-mile wells but will result in a little less ultimate oil recovery. Yeah. So from an EUR perspective I'd say what we anticipate is that we'll see call-it 90% to 100% EUR uplift relative to what we'd see in 2-mile wells. Catch-up reading transcripts on the plane yesterday. Thx @business transcripts. #oott https://twitter.com/i/web/status/1987961255232192576 https://twitter.com/i/web/status/1987961255232192576" [X Link](https://x.com/anyuser/status/1987961255232192576) 2025-11-10T19:11Z 14.6K followers, 15.3K engagements "Chevron's [--] mmboe/d Permian is only [------] b/d of Permian oil. Chevron reiterates it expects "to sustain current Permian production through at least 2040" See my 👇07/17 post. Boe/d is the sum of oil NGLs and natural gas production converted to a barrel of oil equivalent per day. And CVX's [--] mmboe/d is 44% oil 27% NGLs and 29% natural gas. so oil is only [------] b/d. Also note that 44% would be expected to decline over time as shale/tight oil plays that produce associated NGLS and natural gas normally see the oil % of mix decline over time. This plan to plateau at [--] mmboe/d has been the CVX" [X Link](https://x.com/anyuser/status/1988578617681735927) 2025-11-12T12:04Z 14.6K followers, 21.9K engagements "Oil decline rate + growing oil demand = growing oil supply gap equal to [--] Saudi Arabia over next decade. Chevron "Oil and gas demand is at an all-time high. It will set another record this year. And its expected to do so again next year. And again the year after that. And beyond. Due simply to field decline theres a need for significant investment to close the oil supply gap equivalent to five Saudi Arabias that would otherwise appear over just the next decade." Eye-balling the graph seems to infer a global oil decline rate of 5% per year IF oil demand grows [--] mmb/d per year. #oott" [X Link](https://x.com/anyuser/status/1988578955818094778) 2025-11-12T12:05Z 14.6K followers, 55.4K engagements "Chevron CEO on @SquawkCNBC just now says oil demand growing at about 1% per year which would seem to fit my earlier 👇post "Eye-balling the graph seems to infer a global oil decline rate of 5% per year IF oil demand grows [--] mmb/d per year." And Chevron's view that need to add oil supply equal to [--] Saudi Arabias over the next decade ie. add [--] mmb/d of new oil supply #oott Oil decline rate + growing oil demand = growing oil supply gap equal to [--] Saudi Arabia over next decade. Chevron "Oil and gas demand is at an all-time high. It will set another record this year. And its expected to do so" [X Link](https://x.com/anyuser/status/1988587861801849015) 2025-11-12T12:41Z 14.6K followers, 42.3K engagements "Another successful strategic move by my former firm SAF Group. "SAF Group is charging into a corner of private credit long dominated by Apollo Global Management Inc. and Brookfield Corp. launching an insurance-backed investment vehicle to fuel lending to borrowers starved of flexible financing." @paulasambo Note the continued great track record. "Founded in [----] SAF has generated structured returns above 16% annually." Congrats Ryan Dunfield and all the great SAF team members." [X Link](https://x.com/Energy_Tidbits/status/2001004854668382328) 2025-12-16T19:01Z 14.6K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Energy_Tidbits Dan Tsubouchi
Dan Tsubouchi posts on X about oil, ceo, in the, business the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +48%
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- [--] Year [---------] +44%
Mentions: [--] #
- [--] Week [--] +2.80%
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- [--] Months [---] +65%
- [--] Year [-----] +92%
Followers: [------] #
- [--] Week [------] +0.71%
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CreatorRank: [-------] #
Social Influence
Social category influence finance 24.84% countries 24.84% stocks 20.5% automotive brands 3.11% cryptocurrencies 3.11% technology brands 2.48% travel destinations 2.48% currencies 2.48% financial services 1.86% social networks 1.24%
Social topic influence oil #1530, ceo #1617, in the 17.39%, business 14.29%, gas #499, market 7.45%, the world 6.83%, bullish #311, growth 6.83%, iran 6.21%
Top accounts mentioned or mentioned by @business @vortexa @eiagov @tourmalineoil @staunovo @joesquawk @jcgnana @seanevers @gulfintel @tcenergy @trevorrose @amchamsh @beckyquick @squawkcnbc @amenabakr @crowleykev @cmenergyintel @thedave2006 @disclosetv @adipaola17
Top assets mentioned Diamondback Energy Inc (FANG) Suncor Energy, Inc. (SU) Marathon Petroleum Corp (MPC) Bitcoin (BTC) Basis Cash (BAC) Honeywell International Inc (HON) Baker Hughes Co (BKR) MPLX LP (MPLX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Good morning. Key markets as of approx. 5:30am MT on Jan [--]. Post Maduro capture: Monday share prices: Chevron +5.1% Exxon +2.2% and Conoco +2.6%. CNG -6.1% and Suncor -1.5%. HH #ANatGas down again reflecting a warmer than normal temperatures hitting most of Lower [--]. Copper hitting another record high this morning. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2008519826080493892 https://twitter.com/i/web/status/2008519826080493892"
X Link 2026-01-06T12:43Z 14.6K followers, [---] engagements
"#NatGas is the only solution today for data centers says Honeywell CEO Kapur. He is asked "When you talked about the energy solutions available for these unbelievably hungry data centers your list was short. Your list has one thing on it if I listen correctly you said gas you didnt say gas and renewables. Can you educate us why not" Kapur then explains that the answer is driven by physics ie. why the answer today is #NatGas and not renewables. Thx @disclosetv for posting. #oott NOW - Honeywell CEO says solar power cannot produce cement or steel "They are very energy-intensive. It's physics."
X Link 2026-01-25T03:17Z 14.6K followers, 19.6K engagements
"North American upstream spending down mid-single digits in [----]. Per $BKR just released Q4. "Upstream spending: [----] global upstream spending expected to decline by low-single digits with int'l slightly down and NAM down mid-single digits". Q4 call at 930am ET. #oott https://twitter.com/i/web/status/2015599738511675401 https://twitter.com/i/web/status/2015599738511675401"
X Link 2026-01-26T01:36Z 14.6K followers, [----] engagements
"Saudi Aramco refinery maintenance = more #oil for export. [------] b/d Ras Tanura refinery maintenance. Planned Feb [--] for [--] days. [------] b/d Jazan refinery maintenance. Planned in Apr If Saudi oil production isn't going into Saudi refineries it is available for export. Thx @A_DiPaola17 #oott https://twitter.com/i/web/status/2016327427358859530 https://twitter.com/i/web/status/2016327427358859530"
X Link 2026-01-28T01:48Z 14.6K followers, [----] engagements
"Always great to look away from the screen and see the local Canmore wildlife with the elk gang lounging by the Bow River in the Rockies. Gray day in Canmore but great day in the markets for Gold and Silver. [--] min to FED decision haven't seen anyone call for a cut"
X Link 2026-01-28T18:18Z 14.6K followers, [----] engagements
"Great Venezuela oil loadings insight from @Vortexa US #Oil imports from Venezuela look to be increasing. US licensed [--] tankers or [--] mmb of VEN oil for import. Not clear over what period but [------] b/d if over 30-days. Plus one big wildcard and negative to Cdn oil diffs as US forces shift from dark fleet to mainstream tankers. IF this sees Venezuela oil coming to US instead of other dark fleet locations it would be [------] b/d Thx @soonweilun for posting. #oott https://twitter.com/i/web/status/2016867371101934025 https://twitter.com/i/web/status/2016867371101934025"
X Link 2026-01-29T13:33Z 14.6K followers, [----] engagements
"Iran continue to warn Saudi UAE Qatar etc that they need to do all they can to make sure Trump doesn't attack Iran. Iran Supreme Leader "The Americans should know that if they start a war this time it will be a regional war. #oott https://twitter.com/i/web/status/2017974956878115298 https://twitter.com/i/web/status/2017974956878115298"
X Link 2026-02-01T14:54Z 14.6K followers, [----] engagements
"OPEC+8 continue to see "current healthy oil market fundamentals as reflected in low inventories." #oott https://twitter.com/i/web/status/2017979336830394452 https://twitter.com/i/web/status/2017979336830394452"
X Link 2026-02-01T15:12Z 14.6K followers, [----] engagements
"Geely car sales may be half of BYD NEV but they continue to show stronger YoY sales growth. BEV sales would have been impacted by expiry of some EV trade-in credits Dec [--]. But Jan [----] YoY growth benefits from Jan [----] sales would have been hit by early Chinese Lunar New Year in Jan [----] would have led to less consumers in cities in late Jan [----]. Reminder Geely sells BEV PHEV and Other (ie. ICE). Jan sales: BEV: [-----] -15.0% YoY 25.2% share vs 30.0%. PHEV: [-----] +36.9% YoY 20.8% share vs 15.4%. Other (ICE): [------] +0.2% YoY 54.0% share vs 54.6%. See my 👇table. Sorry for the yellow shading"
X Link 2026-02-01T23:26Z 14.6K followers, [----] engagements
"Devon/Coterra merger to create #2 Permian producer. #oott"
X Link 2026-02-02T13:00Z 14.6K followers, [----] engagements
"Marathon Petroleum CEO sees global refined products demand of [--] to [---] mmb/d per year for the next [--] to [--] years. ". the reasons why we have a strong conviction in the macro and refining outlook not only for [----] obviously but for a longer period of time". "we continue to believe that '26 is going to be another year of strong refined products demand. When you look at the estimates out there over the next five frankly over the next [--] years really and you look at demand expectations you see that growth year-on-year [--] to [---] growth over that time period. That's just not domestically right We"
X Link 2026-02-04T03:51Z 14.6K followers, [----] engagements
"Marathon Petroleum CEO reminds US shale/tight oil plays get gassier. "We are also seeing higher gas-to-oil ratios across key shale basins as aging wells produce more associated gas per barrel of oil. This trend is increasing supplies of NGL rich gas and underscore the strategic importance of our infrastructure in the Permian. MPLX handles 10% of all the naturas gas produced in the US." See my 👇01/13/26 post US shale/tight "oil" plays get gassier as the wells and therefore the plays age. Thx @business transcripts. #oott US shale/tight "Oil" plays get gassier as the wells and therefore the"
X Link 2026-02-04T03:56Z 14.6K followers, [----] engagements
"Marathon Petroleum CCO on Q4 call today expects WCS less WTI diffs to continue to widen with more Venezuela crude entering the US. "If you look at WCS specifically it's widened anywhere from $1 to $2 a barrels. And ironically i would tell you look at the prompt month I actually think as you look at the forward curve it is showing that it's gong to widen out even a bit more because many of these Venezuelan barrels have not reached the market yet and have not been run yet." Per @business transcript. See my 👇01/30 post reminds WCS less WTI diffs normally narrow in the spring not widen. #oott"
X Link 2026-02-04T04:02Z 14.6K followers, [----] engagements
"Phillips [--] also sees WCS less WTI diffs are being hit by increasing Venezuela #oil hitting global markets even if PSX doesn't take up more Venezuela oil. PSX refineries can take [------] b/d of VEN oil. "But even if the Venezuelan crude doesn't come to our refineries it hits the global markets. It's going to hit heavy crude differentials. On WCS if you take a look at WCS's [----] differentials versus this year's actuals plus forward curve we're $3.50 weaker in [----] this year. The market is a forward market. It's looking at the barrels coming on and it's processing and thinking about what the"
X Link 2026-02-04T21:42Z 14.6K followers, [----] engagements
"Suspect many are surprised Equinor sees the giant Johan Sverdrup #oil field will decline more than 10% but well below 20% in [----]. If 15% that would be [------] b/d decline. They have warning it will start to decline. See my 👇10/29/25 post. Equinor CFO "So in [----] we were able to maintain the production more or less on the same level as '23 and '24. But we have fast forwarded a lot of production so this asset will start to decline." In the 07/23/25 Q2 call Q&A. "Production this year in [----] we say that that's pretty close to the production levels in [----] [--] maybe around [------] barrels per day""
X Link 2026-02-04T23:57Z 14.6K followers, [----] engagements
"Volvo Cars warns on industry challenges for [----]. May be so but market is punishing Volvo. Volvo -26% Volkswagen -3% Mercedes -3% BMW -2% Also who else can it be but Chinese EVs for pricing pressures in the "premium market" Volvo Q4 "but the year will remain a challenging one for the industry. The overall premium market is expected to shrink this year with pricing pressures from a competitive market tariff effects regulatory uncertainty and soft consumer sentiment." #oott https://twitter.com/i/web/status/2019373028556026309 https://twitter.com/i/web/status/2019373028556026309"
X Link 2026-02-05T11:30Z 14.6K followers, [----] engagements
"Another set up for a potential (likely) spring Canada federal election PM Carney's Liberal "Government expected to scrap EV mandate in favour of new fuel efficiency system: source." reports 👇@CBCDavid @AshleyBurkeCBC #oott https://www.cbc.ca/news/politics/ottawa-auto-strategy-announcement-evs-9.7073975 https://www.cbc.ca/news/politics/ottawa-auto-strategy-announcement-evs-9.7073975 One of the examples from the 👇feedback from some Conservative delegates as to the set up for a potential likely spring federal election was Carney's Canada Groceries And Essentials Benefit. "The PBO estimates"
X Link 2026-02-05T12:22Z 14.6K followers, [----] engagements
"Good morning. Key markets as of approx. 5:30am MT on Feb [--]. Gold was over $5000 this time yesterday but didn't hold that and continues below currently at $4844 Silver back to beginning of Jan levels at $75.88. Looks like Iran/US talks will be proceeding tomorrow in Oman. Unclear how it will different than last year. Bitcoin went below $70000 an hour ago. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2019389356234903845 https://twitter.com/i/web/status/2019389356234903845"
X Link 2026-02-05T12:35Z 14.5K followers, [---] engagements
"Shell CEO Sawan reminds the #1 rule of oil production - it declines so need to add new production every year just to keep production flat. "the world needs more oil. We're growing at [--] million b/d demand at the moment consistently. And natural declines on existing fields are around [--] million b/d. So we're having to replenish around 6% of global production every single year." #oott @BenMBoulos @SquawkBoxEurope https://twitter.com/i/web/status/2019412765257969703 https://twitter.com/i/web/status/2019412765257969703"
X Link 2026-02-05T14:08Z 14.6K followers, 52.5K engagements
"One of the benefits for the way warmer than normal temperatures in Canmore is that there is very little snow so it's easier for the local elk gang to feed. The gang is moving up from the Bow River to beside our house. It was great day in the Rockies hitting 12c"
X Link 2026-02-06T00:22Z 14.6K followers, [----] engagements
"Bad day on the stock markets around the world. Bloomberg's WEI as of 6pm MT Feb [--]. #oott"
X Link 2026-02-06T01:10Z 14.6K followers, [---] engagements
"Core Labs CEO reminds of the #1 rule of oil production - it declines so need to add new production every year just to keep production flat. CLB CEO Q4 call reminds the IEA estimate global oil decline rate is 8% per year. Core Labs CEO Q4 call "As highlighted in the IEA's Sept [----] analysis global field by field data show that the natural decline in existing producing fields is accelerating and has become a dominant long-term supply risk. The IEA estimates that absent reinvestment global oil production would decline by approximately 8% per year due to natural field depletion. As a result the"
X Link 2026-02-06T02:39Z 14.6K followers, [----] engagements
"Core Labs CEO: with flattening US production big players long term shifting to international exploration. Q4 call: - Seeing an increase in FIDS around the world - people recognize the growth in US production is flattening. - we are going to work to try to improve recovery rate in the US "but for the longer term the trend is clearly ine direction of more international exploration and the bigger structures that can move the needle in terms of reserve replacmeent." #oott https://twitter.com/i/web/status/2019606428605116475 https://twitter.com/i/web/status/2019606428605116475"
X Link 2026-02-06T02:57Z 14.6K followers, [----] engagements
"Stellantis shares -24% on 22.2b writeoff incl 16.8b related to its EVs strategy mistake. CEO "The reset we have announced today is part of the decisive process we started in [----] to once again make our customers and their preferences our guiding star. The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers real-world needs means and desires. #oott https://twitter.com/i/web/status/2019737040665850130 https://twitter.com/i/web/status/2019737040665850130"
X Link 2026-02-06T11:36Z 14.6K followers, [----] engagements
"Anthropic announced Claude Opus [---] "can also apply its improved abilities to a range of everyday work tasks: running financial analyses doing research and using and creating documents spreadsheets and presentations" Any former investment banker/analyst knows downloading data/running models is the primary work task for your associates. Can't help also wonder how this impacts India as some dealers sent their data/model building offshore #oott https://twitter.com/i/web/status/2019750071764684921 https://twitter.com/i/web/status/2019750071764684921"
X Link 2026-02-06T12:28Z 14.6K followers, [----] engagements
"Conoco CEO reminds US shale continues to mature but not so for Conoco. "we have he highest quality asset base in our peer group a distinguishing competitive advantage especially in the context of a US shale industry that continues to mature" "I think broadly in the industry we're these kind of prices seeing sort of plateau-ish production int he shale North American or US shale but that is not the case inside our company" Thx @business transcript #oott"
X Link 2026-02-06T17:19Z 14.6K followers, [----] engagements
"Conoco doesn't see Venezuela oil having much of an impact on Cdn oil. Conoco CFO on Q4 call doesn't see Venezuela crude coming into the US "is in the short and medium term we're not really expecting to see that much of an impact" and "is going to have a particular material impact on Cdn heavy" " See 👇@business transcript. #oott https://twitter.com/i/web/status/2019826925364203660 https://twitter.com/i/web/status/2019826925364203660"
X Link 2026-02-06T17:34Z 14.6K followers, [----] engagements
"Hydrogen has always been viewed as a key item for #EnergyTransition BUT the challenge remains to get offtake buyers to commit to long -term deals for any large-scale hydrogen. Equinor CEO on Q4 call on their continued scaling back of their Energy Transition ambitions: "For instance also for hydrogen a couple of years ago we actually had head of terms contracts with customers. Those have been canceled meaning that we have not been able to progress a lot of these projects.So to summarize very quickly we had a different market view some years ago based on real discussions with governments and"
X Link 2026-02-06T22:02Z 14.6K followers, [----] engagements
"Canadians continue to avoid Las Vegas post Trump tariff war. Harry Reid International Airport passenger deplaned for Dec and 2025: Air Canada: -39.4% to 16679: -21.6% to [------]. WestJet: -33.1% to 22776: -27.9% to [------]. Taking advantage of no US Super Bowl commercials in Canada to post. Seahawks 6-0 Patriots: 11:16 to go in 2nd qt. #oott https://twitter.com/i/web/status/2020656374875566509 https://twitter.com/i/web/status/2020656374875566509"
X Link 2026-02-09T00:29Z 14.6K followers, [----] engagements
"Las Vegas being continues to be hit by lower/middle income consumers stress and less Canadians to Las Vegas. "K economy is alive and well" "we need to solve for Canada and leisure travel" "Luxor and Excalibur continued to have a disproportionate impact to this quarter's decline" MGM Resorts on Q4 call. Thx @business transcripts. Seahawks 6-0 Patriots 4:58 to go in Q2 Patriots 1-10 from their [--] yd line. #oott Canadians continue to avoid Las Vegas post Trump tariff war. Harry Reid International Airport passenger deplaned for Dec and 2025: Air Canada: -39.4% to 16679: -21.6% to [------]. WestJet:"
X Link 2026-02-09T00:44Z 14.6K followers, [----] engagements
"U-Haul CEO highlights they got kind of tricked into loading up on ICE because the GMs of the world said they would be stopping ICE trucks in the near term. In fairness to GM and Fords of the world they spent money as if they were doing so and it has cost them billions in losses on their EV ambition. Thx @business transcripts. #oott"
X Link 2026-02-09T03:31Z 14.6K followers, [----] engagements
"Shanghai and Hang Seng trading this week but reminder Lunar New Year holidays a week from now. See 👇schedules. #oott"
X Link 2026-02-09T03:56Z 14.6K followers, [----] engagements
"Trump/Colombia President Petro may have had a good face-to-face meeting but another US strike on a "narco-trafficking" lane in the Eastern Pacific. Nothing is impossible but Eastern Pacific seems a long way away from Venezuela for these small fast drug boats. #oott"
X Link 2026-02-10T10:54Z 14.6K followers, [---] engagements
"BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder distributions to be in the range of 30-40% of operating cash flow is "now retired'. #oott https://twitter.com/i/web/status/2021180862990254536 https://twitter.com/i/web/status/2021180862990254536"
X Link 2026-02-10T11:14Z 14.6K followers, [----] engagements
"China "chunyun" is on. China recorded more than [---] billion inter-regional passenger trips during the first week of the [----] Spring Festival travel rush The Spring Festival which is also known as Chinese New Year falls on Feb. [--] this year and the official holiday lasts nine days. The annual travel rush "chunyun" is often described as the world's largest human migration. It is expected to see a record [---] billion inter-regional passenger trips during the 40-day period from Feb. [--] to March [--] this year. #oott https://twitter.com/i/web/status/2021191760744153148"
X Link 2026-02-10T11:57Z 14.6K followers, [---] engagements
"Gas/oil ratio in tight/shale plays increase as the wells age. So unless new drilling (lower gas/oil ratio) is high enough to average out the impact of aging wells gas/oil ratio will increase in plays and gas production will increase while oil production stays flat or declines. Eagle Ford #Oil rigs down YoY. @EIAgov "This increase in natural gas production with stable oil production in the Eagle Ford region is a result of increasing gas-oil ratios." #OOTT"
X Link 2025-04-15T20:54Z 14.6K followers, 115.7K engagements
"Canadians continue to avoid travel to US post Trump's Liberation Day. Driving to border states get hit the most ie. Washington Montana Michigan New York Vermont etc. Cdn resident return trips from US for Jan 2026: Total: [---] mm -24.3% YoY. By car: [---] mm -26.8% YoY. By air: 0.493mm -17.8% YoY Thx @StatCan_eng #oott https://twitter.com/i/web/status/2021751385537360014 https://twitter.com/i/web/status/2021751385537360014"
X Link 2026-02-12T01:01Z 14.6K followers, [----] engagements
"Continued big negative for China consumers. Chinese consumer's most important asset their home values keep going lower. MoM % drops increased post Trump Liberation Day. New home prices: 32nd consecutive MoM % drop. Jan -0.37% MoM. Dec -0.37% MoM. Nov -0.39% MoM. Oct -0.45% MoM (largest MoM drop since Oct 2024). Sept -0.41% MoM. Aug -0.30%. July -0.31%. June -0.27%. May -0.22%. Apr -0.12%. Mar -0.08%. Feb -0.14%. Jan -0.07%. Dec -0.08%. Nov -0.20%. 2nd hand home prices: 33rd consecutive MoM % drop. Jan-0.54% MoM. Dec -0.70% MoM (largest MoM drop since Sept 2024). Nov -0.68% MoM Oct -0.66% MoM."
X Link 2026-02-13T02:06Z 14.6K followers, [----] engagements
"North American natural gas demand forecast +45 bcf/d by [----]. @TCEnergy Q4/25 just now. This bullish #NatGas demand is unchanged. Q3/25 noted split by Canada +6 bcf/d US +33 bcf/d & MEX +6 bcf/d. A huge reminder for advantage of Cdn #NatGas producers. See my 👇02/10 post @TourmalineOil CEO Mike Rose #oott #NatGas [---] reminder from @TourmalineOil CEO Mike Rose on #NatGas most important advantage for the mid/long term. Wonder if we will see a replay of late 90's when US/global players bought up Cdn producers because of a similar #NatGas advantage Thx @trevor_rose_ for the #NatGas [---] reminder"
X Link 2026-02-13T12:30Z 14.6K followers, 11K engagements
"Air Canada CEO not seeing any big impact on flights from FIFA World Cup. Canada opening match is four months away on June [--] in Toronto. #oott"
X Link 2026-02-13T15:14Z 14.6K followers, [----] engagements
"IEA Feb OMR lowers oil demand growth rate and total oil demand for [----] and [----]. YoY growth rates would have been higher but IEA revised up its #Oil demand for [----] base year. 2024:+1.205 mmb/d YoY to [-------] mmb/d (was +1.174 to 103.202). Assumed no change to [----] as IEA doesn't include the detailed [----]. 2025: +0.769 mmb/d YoY to [-------] mmb/d (was +0.846 to 104.048). 2026: +0.850 mmb/d YoY to [-------] mmb/d (was +0.933 to 104.981). Feb OMR is +0.640 mmb/d. vs its initial [----] in Apr OMR at [-------] mmb/d. IEA continues highlighted [----] as a 2nd consecutive year of big global oil inventory"
X Link 2026-02-12T11:25Z 14.6K followers, [----] engagements
"Good morning. Key markets as of approx. 5:30am MT on Feb [--]. Oil holding recent gains as replay of [----] gap between US vs Iran positions. IEA Feb OMR posted lowers its oil demand forecast. Gold continuing $5000 earlier currently $5062. Bitcoin still below $70000 currently $67800. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2021926177427030201 https://twitter.com/i/web/status/2021926177427030201"
X Link 2026-02-12T12:35Z 14.6K followers, [---] engagements
"Air Canada don't expect any change in CAN/US air travel. "we don't expect it to get any worse. We're not expecting for it to get any better" CCO. See my 👇02/11 post Canadians continue to avoid travel to US post Trump's Liberation Day. #oott Canadians continue to avoid travel to US post Trump's Liberation Day. Driving to border states get hit the most ie. Washington Montana Michigan New York Vermont etc. Cdn resident return trips from US for Jan 2026: Total: [---] mm -24.3% YoY. By car: [---] mm -26.8% YoY. https://t.co/9YRtkWNG9i Canadians continue to avoid travel to US post Trump's Liberation"
X Link 2026-02-13T15:21Z 14.6K followers, [----] engagements
"Technology = higher recovery and production rate in Permian shale/tight oil. Operational advancements by one player (ie. Exxon) relatively quickly work thru to others ie. lightweight proppant. Coterra Energy 11/04 Q3 call. Exxons use of lightweight proppant in Permian see my below 10/02 & 06/24 posts. Mgmt aske if Coterra has looked at lightweight proppant. CFO Yes. So we have a trial ongoing as a matter of fact on new lightweight proppants. So we don't have any results to share today but that's a technology that we're investigating. And we have a lot of hope to see improved productivity as"
X Link 2025-11-10T18:28Z 14.6K followers, [----] engagements
"Macro factors disproportionately hitting US lower-income and Hispanics consumers. Molson Coors 11/04 Q3 call CEO . have been impacted by macro-related factors that have pressured consumption behavior. In the US these macro impacts have had a disproportionate effect on the lower income and Hispanic consumers. And within beer these consumer segments have driven a reduction in the number of buyers as well as spend per trip" Catch-up reading transcripts on a plane yesterday. Thx @business transcripts. #oott https://twitter.com/i/web/status/1988047614429065524"
X Link 2025-11-11T00:54Z 14.6K followers, [----] engagements
"Colombia top wealth tax up to 5%. "Colombias leftist government said it will use emergency powers to raise taxes on the nations richest citizens as well as on the financial services sector. The government is decreeing an increase on the top wealth tax rate to 5% from 1.5% and would also slash the threshold at which it becomes payable to [--] billion pesos ($530000) from [---] billion pesos President Gustavo Petro said Tuesday in a national address. Those figures are unchanged from the rates the government sent in a bill to congress this year which lawmakers rejected. The surcharge on financial"
X Link 2025-12-24T11:36Z 14.6K followers, [----] engagements
"#SuncorEnergy listed in @BlackChron's 👇Climate activists v. the U.S. energy industry: Cases to watch in [----]. Suncor Energy Inc. v. Boulder The nations highest court is still deciding whether it will hear arguments in Suncor Energy Inc. v. Boulder; a case to decide whether state and local governments can use nuisance laws to sue energy companies for activities that may cause climate change. The case originating in Colorado centers around a City of Boulder and Boulder County lawsuit in state court against Suncor Energy claiming it misled the public in its activities that the local governments"
X Link 2025-12-29T01:44Z 14.6K followers, [----] engagements
"US oil rigs +1 WoW to 411: US gas rigs flat WoW at [---] on 01/23. US oil rigs now -14.9% or [---] rigs vs Apr [--] US gas rigs now +23.2% or +23 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] [---] 09/05: [---] [---] 08/29: [---] 119"
X Link 2026-01-23T18:08Z 14.6K followers, [----] engagements
"US oil rigs flat WoW at 411: US gas rigs +3 WoW at [---] on 01/30. US oil rigs now -14.9% or [---] rigs vs Apr [--] US gas rigs now +26.3% or +26 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] [---] 09/05: [---] 118"
X Link 2026-01-30T20:38Z 14.6K followers, [----] engagements
"AI hitting the stock market today. Anthropic's new tool to automate legal work is hammering software stocks related thereto ie. ServiceNow -7% Intuit -10% and Salesforce -5%. But also spilling over to impact private credit providers for private software co's for services with Blue Owl -4% Apollo -6% and Ares -8% . Thx @davidfaber @carlquintanilla @SaraEisen #oott https://twitter.com/i/web/status/2018720461719523343 https://twitter.com/i/web/status/2018720461719523343"
X Link 2026-02-03T16:17Z 14.6K followers, [----] engagements
"More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge backlog of orders for gas turines. 👇are Siemens 11/20/25 capital market day slides. #oott https://twitter.com/i/web/status/2018740201745756658 https://twitter.com/i/web/status/2018740201745756658"
X Link 2026-02-03T17:35Z 14.6K followers, 11.2K engagements
"Sounds like it's a question of price. Murphy Oil CEO asked if time to to sell its Tupper Montney. CEO Hambly said they are "very internally active at assessing what our assets do in our portfolion and how they may be viewed by the market. So we like it but we are also aware other people like it and we consider opportunities for the assets all the time." Thx @business transcript. #oott #NatGas https://twitter.com/i/web/status/2018841569256771919 https://twitter.com/i/web/status/2018841569256771919"
X Link 2026-02-04T00:18Z 14.6K followers, [----] engagements
"Were Devon CEO's "there is a real upside value creation for that Anadarko asset" really just to attract private equity backed producers to buy @RaymondJames John Freeman asks Devon CEO if the combined Devon/Coterra Anadarko assets will get more attention/capital post the merger CEO Gaspar "Yeah i think Anadarko is having a new day. There's been a lot of private equity excitement and investment". Sees the combo "will really unlock the potential there. I just think there's a real upside value creation for that asset. We look forward to those teams constructively working together and to build"
X Link 2026-02-04T00:37Z 14.6K followers, [----] engagements
"US oil imports from Venezuela +81000 b/d WoW to [------] b/d highest level since [------] b/d in 12/12/25 week. Note my 👇01/31 post on Vortexa crude oil floating storage as of 01/30. "Note US Gulf Coast 01/30 of [-----] and 01/23 of [-----] mmb vs typical 1-2 mmb. Feels like Venezuela cargos waiting to come onshore" #oott Much more to #oil prices than floating storage (ie. Iran) but floating storage continues to be a negative indicator for near-term #Oil. 11th consecutive week for Vortexa crude oil floating storage [---] mmb not seen since Covid late Oct [----]. Total [------] mmb WoW to [------] mmb."
X Link 2026-02-04T22:57Z 14.6K followers, [----] engagements
"NOV is another major #oil #natgas service co who expects oil supply/demand to begin to rebalance in H2/26. Q4 release "Near term we expect an oversupplied oil market and geopolitical uncertainty to keep customers cautious and their budgets weighted toward the back half of [----]. We anticipate markets will begin to rebalance in the second half of the year and are seeing increasing indications that offshore drilling activity is bottoming which should support improving demand for our drilling equipment aftermarket business later in the year. " #oott Oil/NatGas supply/demand rebalancing into 2027."
X Link 2026-02-05T01:44Z 14.6K followers, [----] engagements
""The US" industry is likely approaching a point where it will need to decide between declining production volumes or increased drilling activity to maintain production levels." Patterson UTI CEO. "Although there may be a moderate decrease in US oil activity in the near-term we do not believe that the industry can continue operating at lower drilling levels without causing a more significant impact to production than what we have been seen so far." Thx @business transcripts. #oott https://twitter.com/i/web/status/2019612099455156283 https://twitter.com/i/web/status/2019612099455156283"
X Link 2026-02-06T03:20Z 14.6K followers, [----] engagements
"US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] 118"
X Link 2026-02-06T18:09Z 14.6K followers, [----] engagements
"Much more to #oil prices than floating storage (ie. Iran) but 1st week [---] mmb after [--] consecutive weeks [---] mmb which was a level not seen since Covid late Oct [----]. Total [-----] mmb WoW to [-----] mmb on 02/06 vs minor revised up by +0.75 mmb of [------] mmb on 01/30. Ends streak of [--] consecutive weeks [---] mmb that included four weeks [---] mmb. Asia [-----] mmb WoW to [-----] mmb on 02/06 vs minor revised down by [-----] mmb of [-----] mmb on 01/30. Last [--] weeks are in the 50's which is down 50% from [---] mmb to start [----]. Note US Gulf Coast 02/06 of [-----] mmb and 01/30 of [-----] mmb vs more typical 1-2"
X Link 2026-02-07T17:59Z 14.6K followers, [----] engagements
"230 Permian rigs today is like [---] Permian rigs used to be says Plains All American. "So I'd say cautiously optimistic because if you look consistently across the producer landscape what used to hold the Permian Basin flat was [---] rigs with less production. Now it's [---] rigs. So you can see those efficiencies are working thru the system." PAA response when asked on producer customers under WTI $60-65. Per @business Q4 call transcript. Seahawks 12-0 Patriot 9:12 to go in Q3. Thx @staunovo for graph. #oott Oil rigs in the Permian shale basin Baker Hughes #oott https://t.co/FAhSHPfgBF Oil rigs"
X Link 2026-02-09T01:58Z 14.6K followers, [----] engagements
""So it would probably be a little wider Canadian differentials than otherwise would have been" Plains All American on the impact of an additional 200-300000 b/d of Venezuela oil. Thx @business transcripts. Still Seahawks 12-0 Patriots. Patriots just had another [--] and out. 7:34 to go in Q3. #oott https://twitter.com/i/web/status/2020679994520096949 https://twitter.com/i/web/status/2020679994520096949"
X Link 2026-02-09T02:03Z 14.6K followers, [----] engagements
"Plains All American sees Permian growth for some time. "We're very very confident and constructive on the ability for the Permian to be a key part of the incremental supply for the world for quite some time and then could expect growth to come back as fundamentals improve" CEO Chiang per @business transcript. Seahawks 12-0 Patriots. Seahawks just had a [--] and out. 5:10 to go in Q3. #oott https://twitter.com/i/web/status/2020681901862801599 https://twitter.com/i/web/status/2020681901862801599"
X Link 2026-02-09T02:11Z 14.6K followers, [----] engagements
"Lower income US homeowners feeling the stress. @NewYorkFed "The chart below breaks out the new 90+ days delinquency rates by these income groups. While borrowers in the lowest-income zip codes (quartile1) have seen their 90+day delinquency rates surge since 2021rising from approximately 0.5percent to nearly 3.0percent by late 2025those in the highest-income areas (quartile4) continue to maintain historically lower delinquency rates. Although financial distress appears to be deepening for households in lower-income areas borrowers in higher-income areas appear largely insulated from these"
X Link 2026-02-10T17:11Z 14.6K followers, [----] engagements
"Chinese satellite image shows the United States has fully deployed THAAD systems in Jordan's Muwaffaq Salti Air Base. 👇@clashreport MizarVision Reminder Muwaffaq Salti air base is good defense position for Israel vs Iran missile attacks. Thx @googlemaps #oott Chinese satellite image shows the United States has fully deployed THAAD systems in Jordan's Muwaffaq Salti Air Base. Source: MizarVision https://t.co/tBzWvHdHqk Chinese satellite image shows the United States has fully deployed THAAD systems in Jordan's Muwaffaq Salti Air Base. Source: MizarVision https://t.co/tBzWvHdHqk"
X Link 2026-02-10T17:25Z 14.6K followers, [----] engagements
""The Trump tariffs amount to an averagetaxincrease per US household of $1000 in [----] and $1300 in [----]. Under the tariffs imposed and scheduled as of February [--] [----] the weighted averageapplied tariffrate on all imports rises to [----] percent and the averageeffectivetariff rate reflecting behavioral responses rises to [---] percentthe highest average rate since 1946." @TaxFoundation #oott https://twitter.com/i/web/status/2021306792513266021 https://twitter.com/i/web/status/2021306792513266021"
X Link 2026-02-10T19:34Z 14.6K followers, [----] engagements
"El Paso airspace 10-day no fly. Here is the FAA NOTAM posting for the Temporary flight restriction for Special Security Reasons for [--] days to Feb [--]. No pilots may operate an aircraft n the areas covered by this NOTAM (except as described). Excluding Mexican airspace. #oott https://twitter.com/i/web/status/2021575293291630682 https://twitter.com/i/web/status/2021575293291630682"
X Link 2026-02-11T13:21Z 14.6K followers, [----] engagements
""Looking forward the Lower [--] market appears to be stabilizing. At the same time the opportunity set in our international markets looks attractive." Nabors CEO in Q4 release: #oott https://twitter.com/i/web/status/2021767581171098045 https://twitter.com/i/web/status/2021767581171098045"
X Link 2026-02-12T02:05Z 14.6K followers, [----] engagements
"Winter means global #Oil demand always seasonally declines QoQ in Q1 vs the preceding Q4. OPEC Feb MOMR oil demand (million b/d) Q1/26: [-----] QoQ to [------] Q2/26: [-----] QoQ to [------] Q3/26: +1.44 QoQ to [------] Q4/26: +0.87 QoQ to [------] Q1/27: [-----] QoQ to [------] Q2/27: [-----] QoQ to [------] Q3/27: +1.64 QoQ to [------] Q4/27: +0.82 QoW to [------] #oott https://twitter.com/i/web/status/2021779158444261857 https://twitter.com/i/web/status/2021779158444261857"
X Link 2026-02-12T02:51Z 14.6K followers, [----] engagements
"US oil imports from Venezuela [------] WoW to [------] b/d for 02/06 week. 01/30 of [------] b/d was highest level since [------] b/d in 12/12/25 week. Note my 👇02/07 post on Vortexa crude oil floating storage as of 02/06 "Note US Gulf Coast 02/06 of [-----] mmb and 01/30 of [-----] mmb vs more typical 1-2 mmb. Feels like Venezuela cargos waiting to come onshore" #oott Much more to #oil prices than floating storage (ie. Iran) but 1st week [---] mmb after [--] consecutive weeks [---] mmb which was a level not seen since Covid late Oct [----]. Total [-----] mmb WoW to [-----] mmb on 02/06 vs minor revised up by +0.75"
X Link 2026-02-12T03:04Z 14.6K followers, [----] engagements
"#NatGas [---] reminder from @TourmalineOil CEO Mike Rose on #NatGas most important advantage for the mid/long term. Wonder if we will see a replay of late 90's when US/global players bought up Cdn producers because of a similar #NatGas advantage Thx @trevor_rose_ for the videos. #oott The good news for Canadian producers - and the country itself - is that our [--] big gas plays are much earlier in productive life." From the Alberta Deep Basin we see at about 17-18% produced out - and Montney it's probably [--] - 6% - it's way earlier in development life." https://t.co/HduQN8mKss The good news for"
X Link 2026-02-10T23:08Z 14.6K followers, 13.6K engagements
"Good morning. Key markets as of approx. 5:30am MT on Feb [--]. TC Energy very bullish #NatGas demand forecast +45 bcf/d to [----] incl Can +6 US +33 MEX +6. US equity market hit yesterday spread around the world. Gold was -$162 yesterday +$42 to $4964 this morning. Bitcoin still below $70000 currently $67050. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott https://twitter.com/i/web/status/2022289945575199045 https://twitter.com/i/web/status/2022289945575199045"
X Link 2026-02-13T12:41Z 14.6K followers, [----] engagements
"Hallie Clark 1st run in skeleton is coming up in next few min. @TeamCanada"
X Link 2026-02-13T15:09Z 14.6K followers, [---] engagements
"US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] 118"
X Link 2026-02-13T18:05Z 14.6K followers, [----] engagements
"Another bullish #NatGas North American demand forecast. NA natural gas demand +23 bcf/d to [----]. @Enbridge just now. In line with @TCEnergy's +45 bcf/d by [----]. See my 👇02/10 post @TourmalineOil CEO Mike Rose on Canada's #NatGas big advantage for supply. #oott North American natural gas demand forecast +45 bcf/d by [----]. @TCEnergy Q4/25 just now. This bullish #NatGas demand is unchanged. Q3/25 noted split by Canada +6 bcf/d US +33 bcf/d & MEX +6 bcf/d. A huge reminder for advantage of Cdn #NatGas producers. See my 👇02/10 post https://t.co/iR6lmBaLsj North American natural gas demand"
X Link 2026-02-13T13:17Z 14.6K followers, 10.6K engagements
"321 crack spreads -$0.60 WoW to $28.83 on 02/13. WTI -$0.66 WoW to $62.89 on 02/13. $28.83 cracks are very strong and provide big economic incentive for refineries to draw more crude to make big margins ie. a positive draw on oil prices. But the reminder is that WTI is normally more impacted by global/oil market items like US/Iran risk premium. Thx @business #oott https://safgroup.ca https://safgroup.ca"
X Link 2026-02-14T00:27Z 14.6K followers, [---] engagements
"Must read #Aramco CEO Nasser "rest of world will not transition at the same speed as developed world. this is where most of humanity lives". ie. 6.8b of 7.8b world It's why #EnergyTransition "ambition is years ahead of reality". #Oil #NatGas look good for 2020s. #OOTT"
X Link 2022-08-15T13:58Z 14.6K followers, [---] engagements
"Don't say The Man Saudi Energy Minister Abdulaziz didn't warn everyone. See 👇He may not talk about oil prices but seems clear that $90 #Oil doesn't reflect the realities of the physical market. And BTW Saudi can control the realities of the physical market. #OOTT"
X Link 2022-08-22T18:46Z 14.6K followers, [---] engagements
"Wake up call. @aramco CEO headlines will be "little hope of ending the #EnergyCrisis anytime soon" global #Oil capacity 1.5% of demand will be eliminated as demand recovers. Overlooked global oil fields decline 6% each year that's every year see 👇 06/23/19 blog. #OOTT XOM NYC speech: factor in depletion rates need to new oil prod adds 8%/yr ie. global oil decline is 7%/yr. See SAF June [--] blog Exxons Math Calls For Overall Global Oil Decline Rate of 7% A Very Bullish Argument For Post [----] Oil Prices #OOTT https://t.co/EtRO0mOZ47 https://t.co/eoqfuDmBhT XOM NYC speech: factor in depletion"
X Link 2022-09-20T10:19Z 14.6K followers, [---] engagements
"#Aramco CEO "the world should be worried" "this is where we are heading. If China opens up a little bit you will find out that spare capacity will be eroded completed" reports @MathisWilliam. #OOTT"
X Link 2022-10-04T11:01Z 14.6K followers, [---] engagements
"Sent congrats to @ericnuttall watching @StreetSignsCNBC. Didn't know [--] min mark "as the manager of the 3rd largest energy fund active not passive in the world". @MorningstarInc - BlackRock World Energy Fund $4.7b Fidelity Select Energy $3.4b Ninepoint Energy Fund $2.0b. #OOTT Eric Nuttall @ericnuttall believes that the oil market is already undersupplied before potential Russian production cuts. Watch to find out where he sees $WTI at as he forecasts a bull market for #oil over the next 5-6 years #energy #opec @WillKoulouris @TanvirGill2 https://t.co/Iw2XGVXlMd Eric Nuttall @ericnuttall"
X Link 2022-11-22T16:11Z 14.6K followers, [--] engagements
"Buckle Up #Oil market uncertainty from EU Russia oil price cap is only now starting. Kommersant on Novak comments just now that Russia is "ready to reduce oil production in the event that European importers begin to apply the price limit." #OOTT"
X Link 2022-12-04T13:57Z 14.6K followers, [---] engagements
"china speeding to herd immunity. @AmChamSh Eric Zheng just now. no official stats but in Shanghai based on anecdotal evidence at least 70% of people have already got the Covid infection. set up for sustained #Oil demand recovery on Q2. thx @business #OOTT"
X Link 2023-01-10T00:51Z 14.6K followers, 33.6K engagements
"WOW wonder what brought this on it would be inappropriate for us to use our monetary policy or supervisory tools for example to promote a greener economy or achieve other climate based goals. we are not and will not be a climate policymaker @federalreserve chair Powell. #OOTT"
X Link 2023-01-11T01:25Z 14.6K followers, 23.9K engagements
"China reopening All major cities have seen peak Covid & moving to herd immunity which means people are getting out and driving and now flying domestically. Flights from Beijing and Shanghai to rise rapidly. chart just now on Bloomberg Markets Asia. #OOTT #Oil china speeding to herd immunity. @AmChamSh Eric Zheng just now. no official stats but in Shanghai based on anecdotal evidence at least 70% of people have already got the Covid infection. set up for sustained #Oil demand recovery on Q2. thx @business #OOTT https://t.co/sMNmNr3iRk china speeding to herd immunity. @AmChamSh Eric Zheng just"
X Link 2023-01-16T03:09Z 14.6K followers, 64.9K engagements
"Bullish for #Oil. $PXD CEO Sheffield "most companies are drilling Tier [--] Tier [--] inventory now. So we just dont have that potential to grow US production ever again. I think we may get back to [--] mmb/d probably in [---] to [--] yrs at a very slow pace. Thx @SullyCNBC. #OOTT"
X Link 2023-03-06T21:42Z 14.6K followers, 33.8K engagements
"why #Buffet likes #Oil. you will be producing more #Oil [--] yrs from now or about the same and if you spent trillions $ now youd still be needing it. you cant change the world that fast says Buffet to @JoeSquawk ask on potential $20T spend on #EnergyTransition. #OOTY"
X Link 2023-04-12T14:29Z 14.6K followers, 98.7K engagements
"Bullish for #Oil How much sustainable Permian oil growth is there if Permian DUCs are lowest level in several yrs when Permian production was 1/3 today's b/d ICYMI. @EIAgov revised its estimated Permian DUCs [----] to revised [---] DUCs. EIA estimates Mar is [---] DUCs #OOTT"
X Link 2023-04-22T21:33Z 14.6K followers, 34.2K engagements
"1/7. @IEA Global EVs Outlook [----] #Oil Bears and Bulls will both love it Oil Bears and western leaders like headline EVs to be 60% of total car sales in [----] EVs to displace nearly [--] mmbd of oil by [----] already displaced [---] mmbd in [----]. #OOTT"
X Link 2023-04-26T11:55Z 14.6K followers, 85.6K engagements
""they White House keep asking us to increase production. Frankly when you increase production in a tight market you make more money" #Exxon CEO Woods. also "we will continue to try to explain to the White House how the markets work" #OOTT @JoeSquawk"
X Link 2023-04-28T12:31Z 14.6K followers, 104.6K engagements
"#Vortexa crude #Oil floating storage at May [--] est [-----] mmb [------] mmb WoW vs revised Apr [--] of [-----] mmb. See 👇table [------] mmb MoM is this Iran selling floating storage RUS oil being rerouted after being transferred Thx @Vortexa @business. #OOTT"
X Link 2023-05-06T15:59Z 14.6K followers, 63.3K engagements
"@nut_history Agreed In an emotion filled Yankee Stadium after 9/11 on Oct [--] [----] Even more impressive that he threw a perfect strike wearing a bulletproof vest and after derek jeter said don't bounce it before home plate"
X Link 2023-05-08T12:31Z 14.6K followers, 91.5K engagements
"#Oil [---]. Decline rates. Every barrel produced has to be replaced just to keep production flat. #Aramco CEO "considering the depletion of 5% to 7% and you need to have huge investment just to maintain the current decline that we see in existing mature fields" Oil looks good for 2020s #OOTT"
X Link 2023-08-07T11:49Z 14.6K followers, 39.9K engagements
"Here's why #Montney is likely #1 #NatGas play in CAN/US maybe in the world $TOU Q2 call: 6-well 10b Aitken Creek Montney pad. Drill/complete/onstream in Q4/21 cost $30.6mm payout of [--] months income to date $130 mm forecast IRR is 1000%. #OOTT"
X Link 2023-08-08T01:07Z 14.6K followers, 17.2K engagements
"Key factor why #Oil looks good for 2020s. #Exxon today "natural decline rate of existing oil production is approx 7% per yr." WTI was $52 on 06/17/19 when Exxon warned on 7% decline. See 👇SAF 06/20/19 blog. "Exxons Math Calls For Overall Global Oil Decline Rate of 7% A Very Bullish Argument For Post [----] Oil Prices" #OOTT"
X Link 2023-08-29T00:34Z 14.6K followers, 18.2K engagements
"WOW Must read 👇RWE CEO post ". #OffshoreWind projects in EU & US have been stopped mainly citing cost increases" "worst case scenario for the #EnergyTransition when large projects that have already been awarded are not realised as planned" #NatGas needed for longer #OOTT"
X Link 2023-08-31T02:55Z 14.6K followers, 37.1K engagements
"Here's why Cdn No Frack #Oil plays are big. Looks like $TVE CEO showing 👇slide. No Frack Clearwater vs top quartile Permian Delaware Wolfcamp. Faster payout: [---] yrs vs [---]. NPV is 5.3x vs well cost vs 1.2x More reserves per $ secondary recovery potential etc. #OOTT Thanks [--] all that showed up Brian put up an absolute clinic. Ive always felt if you invest in great people first youll almost always come out on top. Its really obvious for anyone that cares to look $TVE gonna have a remarkable 2H blow out quarters Brian was also so https://t.co/owOSwuZC0c Thanks [--] all that showed up Brian put up"
X Link 2023-09-09T12:09Z 14.6K followers, 54.8K engagements
"Breaking good news for Cdn #Oil Trans Mountain CEO sees TMX [------] b/d expansion in commercial operations by end of Q1/24. [---] mmb line fill to start end of Jan. Thx @ChrisVarcoe #OOTT In an interview Trans Mountain Corp. CEO Dawn Farrell said she expects opening of expansion project by end of Q1 a potential sale within [--] years. The $30.9B project is facing cost pressures but "we are close in that range." https://t.co/eTOKcBf9DH #cdnpoli #ableg #yyc #TMX In an interview Trans Mountain Corp. CEO Dawn Farrell said she expects opening of expansion project by end of Q1 a potential sale within 2"
X Link 2023-10-06T01:15Z 14.6K followers, 24.2K engagements
"Oil Bulls will like this. 2nd week of very low #Oil in floating storage. 10/13/23 at [-----] mmb & 10/06/23 at [-----] mmb about [--] mmb below recent 06/23/23 peak. And not huge revisions to past 7-wks mix ranging from +3.24 mmb to [-----] mmb. Thx @Vortexa @business #OOTT"
X Link 2023-10-14T15:33Z 14.6K followers, 33.6K engagements
"#Oil Bulls will really like this. Lowest oil in floating storage since Covid 3rd consecutive week of very low levels. 10/20: [-----] mmb 10/13 : [-----] (zero revisions) 10/06: [-----] mmb Down [--] mmb vs recent 06/23/23 peak [------] mmb. Thx @Vortexa @business #OOTT"
X Link 2023-10-21T15:28Z 14.6K followers, 25.5K engagements
"#Oil bulls should like this. Floating oil storage [-----] mmb at 11/03. Only been [--] wks below [--] mmb since Covid [--] of which in last [--] wks. Down [--] mmb vs recent 06/23/23 peak [-----] mmb Thx @Vortexa @business #OOTT"
X Link 2023-11-04T15:17Z 14.6K followers, 16K engagements
"#Oil bulls should like this. Floating oil storage [-----] mmb at 11/10 only [--] mmb since Covid. Some upward revisions to Oct wks but only to low 70's mmb which is low as only been [--] wks (incl 11/10 10/20) below [--] mmb since Covid. Thx @Vortexa @business #OOTT"
X Link 2023-11-11T16:10Z 14.6K followers, 18.3K engagements
"WOW Russia OPEC Secretariat meeting with [--] Secondary Sources & [--] tanker trackers agree to a template & mthly meetings for transparency in RUS #Oil & products exports. It's why Saudi Energy Minister is The Man See 👇SAF Group transcript. Great @wenkennedy interview #OOTT"
X Link 2023-12-04T20:14Z 14.6K followers, 58.9K engagements
"US consumer still spending $BAC CEO "what youre seeing in the tension between how I feel versus what I do. And how I feel is I feel inflation Im reading about everything is more expensive. What Im doing Im going to concerts Im spending money on entertainment" @LesliePicker #OOTT"
X Link 2023-12-05T15:49Z 14.6K followers, 35.9K engagements
"For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at existing fields today & the level of maturity that we're seeing in conventional and unconventional resources you're looking at a 7% decline" ie. [--] mmbd has to be replaced each yr to stay flat Thx @jcgnana #OOTT"
X Link 2023-12-08T01:23Z 14.6K followers, 67.1K engagements
""WOW" says @BeckyQuick @SquawkCNBC US consumer deposit balances still 40% above pre-Covid. think the excess savings during Covid + wage growth savings boost doesn't run out until "well past 2024" says $BAC Liz Everett Krisberg . #OOTT US consumer still spending $BAC CEO "what youre seeing in the tension between how I feel versus what I do. And how I feel is I feel inflation Im reading about everything is more expensive. What Im doing Im going to concerts Im spending money on entertainment" https://t.co/3OuoF5QLeq US consumer still spending $BAC CEO "what youre seeing in the tension between"
X Link 2023-12-12T12:22Z 14.6K followers, 61.9K engagements
"Houthis Red Sea impact Lowest floating #Oil storage since Covid. 01/26 [-----] mmb. Only been [--] wks in 60s since Covid. Are some floating storage barrels filling any delivery gaps from tankers having to go via Cape of Good Hope to avoid Red Sea Thx @Vortexa @business #OOTT"
X Link 2024-01-27T16:27Z 14.6K followers, 14.3K engagements
"Data centers/AI growth = massive need for power. Data centers don't run less when the sun goes down or the wind isn't blowing. Looks like a lot more #NatGas power will be needed 👇@PippaStevens13 on massive power needs especially in US are just ramping up. #OOTT"
X Link 2024-02-06T19:42Z 14.6K followers, 38.9K engagements
"WOW Orsted a global leader in Wind cut its renewable energy capacity ambition to [----] by 24-30% & its investment by 43% How can the IEA & others not push back peak #NatGas demand timing. #Oil #NatGas will be needed for longer. #OOTT"
X Link 2024-02-07T12:12Z 14.6K followers, 16.4K engagements
"321 crack spreads hit $30 today. normally $30 spreads provides big incentives for refineries to keep up runs and first response is to drag up #Oil prices a bit. Thx @business #OOTT"
X Link 2024-02-10T00:58Z 14.6K followers, [----] engagements
"US #Oil supply can grow but the treadmill is not slowing down. $FANG is now 3rd largest Permian player at [-------] boe/d. Says "Base Total Decline (%) is 31%" in its Permian lands" ie. need to add [------] b/d to keep Permian flat. #OOTT For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at existing fields today & the level of maturity that we're seeing in conventional and unconventional resources you're looking at a 7% decline" ie. [--] mmbd has to be replaced each yr to stay flat Thx @jcgnana #OOTT https://t.co/KLJaYfAEVa For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at"
X Link 2024-02-12T11:30Z 14.6K followers, 30.9K engagements
"For #Oil bulls. "What I am saying natural decline is call it 6% on [---] million barrels thats over [--] million barrels per day of capacity that is lost every year that has to be replaced. So that is a Saudi Arabia every [--] years Saudi Aramco CFO Al-Murshed to @VonnieQuinn #OOTT"
X Link 2024-02-19T12:52Z 14.6K followers, 54.4K engagements
"Positive for Oil over coming week. [---] crack spreads still $29.46. Spreads at $30 provide big incentive for refineries to keep up runs and if possible defer maintenance. Refineries taking as much #Oil as possible tends to drag up Oil prices a bit. #OOTT Thx @business"
X Link 2024-03-07T02:21Z 14.6K followers, [----] engagements
"Positive for WTI #Oil over coming weeks. [---] crack spreads at $33.00 are very big margins for refineries ie huge incentive to maximize runs/crude input. Refineries taking as much oil as possible tends to drag up oil prices a bit. #OOTT Thx @business"
X Link 2024-03-16T02:28Z 14.6K followers, 32.6K engagements
"Big positive to Cdn #Oil about to kick-in with [------] b/d TMX expected start by end of Q2. China's Sinochem takes 1st cargo from Suncor in May/June reports @business. Recall 👇@JavierBlas 02/14 column expected to give $7/b lift to Cdn crude. #OOTT COLUMN: After years of pain Canadas expensive new pipeline expansion is set to put its oil industry back on track #OOTT #Canada @Opinion https://t.co/UFHZLbnM2Z COLUMN: After years of pain Canadas expensive new pipeline expansion is set to put its oil industry back on track #OOTT #Canada @Opinion https://t.co/UFHZLbnM2Z"
X Link 2024-03-20T11:33Z 14.6K followers, 19.8K engagements
"#Oil 101: Need to add 6-7 mmbd new oil supply/yr to stay flat. Aramco Q1 👇: Damman Marjan Berri & Zuluf to add [-----] mmbd to "maintain MSC at [----] mmbpd". Saudi 3.5% oil decline would fit Aramco 👇12/07/23 tweet global conventional + unconventional decline of 7%. #OOTT For anyone looking at #Oil in 2025+ #Aramco CEO "If you look at existing fields today & the level of maturity that we're seeing in conventional and unconventional resources you're looking at a 7% decline" ie. [--] mmbd has to be replaced each yr to stay flat Thx @jcgnana #OOTT https://t.co/KLJaYfAEVa For anyone looking at #Oil in"
X Link 2024-05-07T13:56Z 14.6K followers, 23.8K engagements
"Oil market better in H2 than price reflecting Always worth giving strong consideration to @CroftHelima views on OPEC. She is one of the small # "in the room" for Q&A with key players. Most of all she has a direct relationship with The Man Saudi Energy Minister Abdulaziz. #OOTT"
X Link 2024-06-04T16:58Z 14.6K followers, 15.9K engagements
""More Than Half of Teslas Are Being Traded In for Gas Cars" 👇@edmunds Will Kaufman report. Doubt if any EVs sales forecasts build in any significant % of EV owners switching back to ICE Another reason why EVs replacing ICE forecasts are too optimistic. #OOTT #Oil"
X Link 2024-07-26T02:24Z 14.6K followers, 86.6K engagements
"Every man for himself. Game changer in the fast approaching fight for 24/7 reliable affordable #NatGas power in the US. Data Centers need reliable 24/7 #NatGas so much they will buy it from the gas pipeline before the gas gets to LDCs to generate power TC Energy Q2 Q&A "And as an alternative to citing these data centers behind LDCs we're now seeing a much greater potential for data center operators to seek laterals o of our main line and to use that gas supply to fuel onsite power generation that they would build and or own themselves." Data centers will ensure their own 24/7 #NatGas power"
X Link 2024-08-02T16:31Z 14.6K followers, 23.1K engagements
"#Oil #NatGas [---] All existing oil & natural gas producing fields have declining production levels and require ongoing capital spending to try to minimize the rate of decline. Then need to add new production from new field just to stay flat let alone grow. #OOTT"
X Link 2024-08-28T11:24Z 14.6K followers, 10.9K engagements
"WOW Risk of Israel attack on Iran #Oil sends floating storage tankers to buyers. Vortexa crude #Oil floating storage down a whopping [------] mmb to [-----] mmb at Oct [--]. Big decline was in Asia floating storage [------] mmb WoW not floating storage around potential Middle East conflict escalation. Last time this low was Sept [--] [----] at [-----] mmb. Thx @vortexa @business #OOTT"
X Link 2024-10-05T15:47Z 14.6K followers, 44.4K engagements
"SAF Group Nov [--] [----] Energy Tidbits memo is posted on the insights section of SAF Group website. this 77-pg energy research memo covers more items than tweeted this week. Hope it helps your energy views. #Oil #OOTT #LNG #NatGas #EnergyTransition #EVs https://safgroup.ca/insights/ https://safgroup.ca/insights/"
X Link 2024-11-03T17:58Z 14.6K followers, 31.5K engagements
"Bullish for #OIl incl Cdn heavy/medium oil. Marco Rubio rumored to be Trump's Secretary of State. Rubio has led anti-Maduro charge & been against Biden's licenses opening up Venezuela oil exports. Trump had US oil imports from VEN down to zero See 👇Nov [--] tweet on Energy Tidbits memo. #OOTT SAF Group Nov [--] [----] Energy Tidbits memo is posted on the insights section of SAF Group website. this 77-pg energy research memo covers more items than tweeted this week. Hope it helps your energy views. #Oil #OOTT #LNG #NatGas #EnergyTransition #EVs https://t.co/S7Z1cYZxjS https://t.co/rmjuAY3WhB SAF"
X Link 2024-11-12T02:01Z 14.6K followers, 24.2K engagements
"Bullish #NatGas for coming decade. Meta's $10b AI data center tol be in Louisiana. Read release closely doesn't say the data center will be powered by renewables. And carefully doesn't mention #NatGas power. AI data centers need reliable available 24/7 power. Louisiana is a big #NatGas producer incl the Haynesville shale. EIA's electricity profile shows LA's electricity generation is driven by #NatGas and renewable energy is immaterial. Unless Meta can divert existing nuclear from going into the grid no one may want to say it BUT it will be #NatGas providing the 24/7 power. #OOTT"
X Link 2024-12-04T20:03Z 14.6K followers, 28.9K engagements
"Big continuing win for Cdn #Oil cash flows. Increasing tanker exports post June [----] start [------] b/d TMX kept WCS less WTI diffs from normal S/O/N widening and continue to stay narrow. WCS less WTI diffs: 01/10/25: $12.15 01/10/24: $19.06 01/10/23: $25.00 Thx @garquake @business #OOTT"
X Link 2025-01-11T01:06Z 14.6K followers, 16.7K engagements
"Breaking Positive for Cdn #Oil. Commerce Secretary Lutnick gives Canada and Mexico a way out of 25% tariffs. there will be no tariffs on Canada and Mexico if they address the flow of fetanyl. reports @mmcassella #OOTT"
X Link 2025-01-29T17:32Z 14.6K followers, 56K engagements
"Some Cdn #Oil should be exempt from Trump 10% tariff. Trump "Such rate of duty shall apply with respect to goods entered for consumption". IF its consumption in US maybe [------] b/d of Cdn oil via pipelines & rail that is re-exported out of Gulf Coast. Thx @OilGasCanada. Thx @GregSheaWorkBee #OOTT"
X Link 2025-02-02T15:36Z 14.6K followers, 41.1K engagements
"Overlooked #Oil Fundamental Global oil production declines every year so need to add new oil supply every year just to keep oil supply flat. @OPECSecretariat reminds need to add [--] mmb/d of new supply every year just to offset declines & keep global oil supply flat Oil decline is a fundamental. It's nothing new. #OOTT"
X Link 2025-03-15T15:28Z 14.6K followers, 16.7K engagements
"Huge implications for #Oil #NatGas #LNG going forward IF major Permian producer $FANG is right. "Today geologic headwinds outweigh the tailwinds provided by improvements in technology and operational efficiency" FANG CEO IF this is right it means high decline rates in Permian production will need increasing rig/frac spreads just to try to keep production flat. IF Permian is at inflection/turning point it means US production is at inflection point and will be huge to the #Oil #NatGas #LNG markets going forward. Positive for Cdn #Oil #NatGas supply which is not facing this inflection point."
X Link 2025-05-06T11:42Z 14.6K followers, 86.2K engagements
""So I'm thinking right now the Permian is if it grows at all through the rest of the year it's going to be very little" "I think the Permian could plateau sooner than we expected. And we had expected the Permian to continue growth thru 2027" Occidental CEO Hollub in Q1 call Q&A. #OOTT"
X Link 2025-05-09T13:37Z 14.6K followers, 30.7K engagements
"OPEC [---] from @Amena__Bakr. OPEC+8 adding [------] b/d is an increase to ceiling and DOES NOT equal actual production additions. That is just an increase to the ceiling and you are going to reach a point where a lot of these countries are going to hit their maximum capacity here. And we are going to start talking about spare capacity again and the lack of it. "for example that [---] we saw maybe 50% of that actual production coming in. We might see [------] for the 548" See 👇my transcript. Thx @Amena__Bakr @sean_evers @gulf_intel #oott"
X Link 2025-07-07T17:57Z 14.6K followers, 14K engagements
"Boe/d is the sum of oil NGLs and natural gas production converted to a barrels of oil equivalent per day. So when Chevron says its Permian LT target is [--] mmboe/d that is 44% or [------] boe/d crude oil [------] boe/d NGLs and [------] boe/d #NatGas. Chevron's Niemeyer saying cutting rigs/frack spreads as it nears its LT target [--] mmboe/d will reduce capex to maintain its [--] mmboe/d. reports @CrowleyKev. This is exactly what CEO Wirth said in Q4/24. See my 👇12/08/24 post. #oott Is Lower [--] shale/tight oil finally peaking in [----] 12/05/24: Chevron Permian production growth reduced in favor of free"
X Link 2025-07-18T01:32Z 14.6K followers, 29.4K engagements
"New $FANG CEO letter "We continue to believe that at current oil prices U.S. shale oil production has likely peaked and activity levels in the Lower [--] will remain depressed." But not clear or perhaps left unsaid if a similar conclusion on US shale production as the 05/06/25 CEO letter means they have the same major reason why US shale oil production has peaked See my 👇05/06/25 post "Huge implications for #Oil #NatGas #LNG going forward IF major Permian producer $FANG is right. "Today geologic headwinds outweigh the tailwinds provided by improvements in technology and operational efficiency""
X Link 2025-08-04T23:44Z 14.6K followers, 28.1K engagements
"Big overlooked positive #Oil price view from BP CEO. Headline: BP sees oil demand +1% this yr and next yr. Overlooked: OPEC back in driver's seat as to where oil price goes as non-OPEC supply growth will stop exceeding oil demand growth. "there is additional supply coming onto the market but we think that demand and that supply from non-OPEC countries pretty much offsets each other. And therefore oil price will be up to OPEC+ to decide where it goes" Auchincloss. Thx @cnbcKaren @CNBCJulianna #oott"
X Link 2025-08-06T17:41Z 14.6K followers, 47.9K engagements
"Another positive #Oil view in [----]. Add EOG to the list who see a balanced oil market in [--] mths or so which points to OPEC strength in [----]. Q2 call Q&A. CEO "but ultimately once we get through the next quarter or two maybe seasonally demand weakness in Q1 we actually find ourselves looking at a potentially balanced market going forward. And what we see is less non-OPEC supply growth coming on in the next couple of years than what we've seen. And so it really sets up that's why i said in the opening remarks that we start to see in [----] you arrive at a spot where pricing is likely more driven"
X Link 2025-08-10T00:46Z 14.6K followers, 20.7K engagements
"US shale/tight "Oil" plays get gassier as the wells age. See my 👇table @EIAgov Aug STEO data. Gas % of total boe production. Bakken. 25.33% in [----] to 31.72% in [----]. Eagle Ford: 43.53% in [----] to 48.35% in [----]. Permian: 37.09% in [----] to 41.59% in [----]. So unless new drilling (lower gas/oil ratio wells) is high enough to average out the impact of aging wells gas/oil ratio will increase in "oil" plays and gas production will increase while oil production stays flat or declines. See my 👇04/15 post on EIA's highlighting gas/oil ratio in tight/shale plays increase as the wells age. #oott"
X Link 2025-08-12T21:49Z 14.6K followers, [----] engagements
"Global #NatGas supply decline rate is 11% per yr says Exxon ie. need to add new production every yr to offset the 11% decline rate JUST to keep production flat before meeting the 20% growth in demand per Reuters report flagged by @staunovo. 👇Exxon "In the absence of new investment starting today global natural gas supply would decline at 11% per year resulting in a shortfall of about [---] BCFD by [----] or about half of projected global demand." #oott Exxon sees natural gas demand surging inoutlook to [----] https://t.co/no2v7c3RN5 Exxon sees natural gas demand surging inoutlook to 2050"
X Link 2025-08-28T23:02Z 14.6K followers, 31.1K engagements
"Permian waste water is an emerging and serious issue says Coterra CEO. "I will say it's generally a basin-wide phenomenon that sale or disposal in Delaware Basin and really the larger Permian Basin is an emerging and serious issue" Re injecting shallow zones "that poor space is limited. There will be a point where that poor space fills up." "So we're very optimistic that we can manage this and get it behind us". Thx @business transcripts. #oott"
X Link 2025-09-05T01:35Z 14.6K followers, 43K engagements
"Devon is another to highlight Permian waste water disposal is an absolute critical path item for producers. Devon CEO "It does not matter if you have pipe or even if you have wells if that pore space is full you're done." "Water as you mentioned it's another absolute critical path item to make sure we have the ability to do what we do." #oott Permian waste water is an emerging and serious issue says Coterra CEO. "I will say it's generally a basin-wide phenomenon that sale or disposal in Delaware Basin and really the larger Permian Basin is an emerging and serious issue" Re injecting shallow"
X Link 2025-09-06T22:50Z 14.6K followers, 27K engagements
"Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the battery by 30% Chief Executive Officer Darren Woods said at the University of Texas at Austins Energy Symposium on Friday. Its a revolutionary step change in battery performance. The invention is being tested by several EV manufacturers Woods said. Used on the anode side of the battery the synthetic graphite allows for faster charging a longer lifespan and longer range for electric vehicles." Thx @CrowleyKev"
X Link 2025-09-13T01:51Z 14.6K followers, 57.6K engagements
"US Shale/tight #Oil 101: have high base decline rates ie. need to drill to stay flat. US oil players generally don't decline decline rates or economics. BUT Chord Energy major Bakken player does Today acquired XTO's Bakken [----] boe/d (78% oil) with "low base decline rate of 23%". Chord's Aug [--] Q2: Williston [------] boe/d (56% oil) with 34% base oil decline rate. New weighted average base decline is 31%. #OOTT https://twitter.com/i/web/status/1967758081070403841 https://twitter.com/i/web/status/1967758081070403841"
X Link 2025-09-16T01:11Z 14.6K followers, 11.5K engagements
"Reminder why Brent is almost $70 and not in $50s as expected by herd mentality. @Kpler @Amena__Bakr "So lack of spare capacity a heightened geopolitical risk no indications that stocks are building in OECD and globally. I think that combination of factors is the reason we are seeing price where it is." @sean_evers @gulf_intel #oott"
X Link 2025-09-26T16:55Z 14.6K followers, 13.9K engagements
""it is just tough to offset first-year declines in the unconventionals to get absolute growth" Conoco CEO So WTI $55-65 is "plateauish" production. AND WTI in $70s modest growth not going back to million b/d growth from unconventionals "it's something like a couple hundred thousand 3- or [------] b/d - price dependent" Conoco CEO. Great interview @cm_energyintel #oott https://www.energyintel.com/00000199-5e31-d2c3-a1fd-7f33c3e80000 https://www.energyintel.com/00000199-5e31-d2c3-a1fd-7f33c3e80000"
X Link 2025-09-26T18:56Z 14.6K followers, 13K engagements
"OPEC+ is back in driver's seat if US shale/tight is flat to maybe declining #Oil production with continued [--] mmb/d demand growth. Conoco CEO. "So the implications for flat-to-maybe-declining crude oil production out of the US is Opec-plus' market share moving from the mid-30s% today to probably something over-40% to mid-40s%. So we're going back to that world where that market share is required. And then it's going to be: Do they have the spare capacity to do it Are they investing for that future" Great interview @cm_energyintel #oott"
X Link 2025-09-26T19:16Z 14.6K followers, 16.6K engagements
"Game Changer to #Oil Views IEA have and continue to forecast a wave of oil supply BUT @vortexa is not seeing that wave of oil at sea Its the supply side that is driving prices. everybody has basically been telling you for [--] to [--] years time there is a wave of new supply that is coming into the market in the millions basically. And the reality is we dont see that at sea. David Wech Vortexa Even though oil demand growth may be closer to IEA than OPEC lesser than forecast supply at sea is the more important oil price factor. It should change oil views if people no longer accept as a given the IEA"
X Link 2025-09-27T19:59Z 14.6K followers, 16.9K engagements
"OXY CEO sees US #oil shale production to plateau between [----] and [----] and "then the shale declines pretty quickly". How US shale oil moves so does total US oil production move. "The conventional oil in the US the conventional reservoirs we think will recover about [---] billion barrels form those. we think we'll recover about [---] billion barrels from the shale development in the US. There will be a time when that production will plateau. We believe that's going to come between [----] and [----]. And then the shale declines pretty quickly because when you look at it about 70% of the shale oil being"
X Link 2025-10-02T11:55Z 14.6K followers, 60.2K engagements
"Great quote from Paul Tudor Jones "You have to get on and off the train pretty quick. If you just think about bull markets the greatest price appreciations always occurs the [--] months preceding the top Jones said. It kind of doubles whatever the annual averages and before then if you dont play it youre missing out on the juice; if you do play it you have to have really happy feet because there will be a really really bad end to it. Thx @YunLi626 #OOTT https://www.cnbc.com/2025/10/06/paul-tudor-jones-says-ingredients-are-in-place-for-massive-rally-before-a-blow-off-top-to-bull-market.html"
X Link 2025-10-06T21:51Z 14.6K followers, 46.1K engagements
"WTI $60 has exceeded all expectations on how oil would crash if OPEC+ brought back too much oil. And OPEC+ brought back way more oil than expected. But Oct is really the start of the key test period. Will and by how much will OECD oil inventories increase in the normal seasonal build like in the US. #ooff"
X Link 2025-10-08T11:46Z 14.6K followers, 24.5K engagements
"One for the #oil bulls. @conocophillips CEO "We dont see floating inventories rising we dont see a lot more medium-sour crude coming into the US Gulf Coast which typically happens if theres a lot of spare capacity "You look at the physical market you dont see that playing itself out he said. So there could be a collision coming. Were all watching some of those kinds of signals wondering: when is the bearishness going to kick in Is there going to be a big flood of supply which we frankly dont see A lot of the OPEC+ increases were paper barrels they were already in the market. Thx"
X Link 2025-10-15T02:23Z 14.6K followers, 37.8K engagements
"Near term oil oversupply view from Gunvor and Trafigura. Gunvor CEO. "we have heard it before and people have been burned on that. But this time around at this stage I think theres a bit more substance in the oversupplied narrative. Trafigura "Weve only known for the past [--] months that the surplus is coming "The reality is it probably goes lower from here. Thx @business @megacontango Grant Smith. #oott"
X Link 2025-10-15T02:35Z 14.6K followers, 13.7K engagements
""Global oil oversupply is expected to peak during the first half of [----]. Many shale oil producers are targeting relatively flat oil production requiring modest activity improvement in the coming yar from current levels" "Oil and gas industry frac activity has now fallen below levels required to sustain North American oil production." @LibertyEnergyCo CEO. #oott"
X Link 2025-10-19T01:25Z 14.6K followers, 16.1K engagements
"One sentence from the SLB Q3 call that is a bullish mid-term #Oil indicator. "Global inventories still reside at multi-year lows and the need to offset natural production decline accounts for nearly 90% of annual upstream investment." SLB CEO. #oott"
X Link 2025-10-19T02:50Z 14.6K followers, 17.2K engagements
"Iran #Oil keeps getting rebranded as Malaysia oil. China customs official data is zero oil imports from Iran since June [----]. BUT China oil imports from Malaysia [---] mmb/d in Sept yet Malaysia total oil production is only [----] mmb/d. Note China oil imports from Malaysis are down in past few months with increase in Iran oil being rebranded as Indonesia oil. . Thx @business #OOTT https://safgroup.ca https://safgroup.ca"
X Link 2025-10-20T02:16Z 14.6K followers, 18.9K engagements
"Looks like Iran #Oil is increasingly rebranded as Indonesia oil. China customs official data is zero oil imports from Iran since June [----]. BUT China oil imports from Indonesia [------] b/d in Sept [------] b/d in Aug [------] b/d in July [------] b/d in June [------] b/d in May [-----] b/d in Apr. Also increasing oil from Indonesia helps explain why China oil imports from Malaysia are down. See my 👇post. Thx @business. @staunovo for originally flagging. #OOTT Iran #Oil keeps getting rebranded as Malaysia oil. China customs official data is zero oil imports from Iran since June [----]. BUT China oil"
X Link 2025-10-20T02:25Z 14.6K followers, 19.9K engagements
"Here's why US shale is approaching its twilight of Tier [--] locations by @NOVGlobal CEO. US E&P wouldn't be doing horseshoe-shaped wells or do a refrac or go unconventional in Turkey (Continental) or Algeria (Exxon Chevron) if US shale had Tier [--] locations. "I think it's becoming more and more evident to a lot people in industry that US shale North American shale is kind of approaching the twilight that Tier [--] locations or are being exhausted otherwise why would you drill a horseshoe-shaped well Why would you do a refrac Wy would you go to Turkey and look for opportunities or Algeria So i think"
X Link 2025-10-29T01:44Z 14.6K followers, 20.5K engagements
"The solution to low #LNG prices is low LNG prices just takes a few years to flow thru. Worth a read. @Cheniere EVP lays out "LNG Market Nearing Inflection Point". Entering period of significant supply growth "latent price sensitive LNG demand particularly in Asia will stand ready to absorb this additional supply efficiently" "multi-year period of elevated prices we have experienced represents a clear signal that the market requires additional LNG supply and we ultimately view a moderation in global LNG prices as favorable necessary perhaps for meaningful adoption of natural gas." #oott #NatGas"
X Link 2025-11-02T01:46Z 14.6K followers, 23.1K engagements
"Here's why Permian #Oil is increasingly dominated by big players that got/getting bigger Big resource base they can execute "at scale" such that any drilling/completion improvements get transferred to the next of wells. "Never underestimate the American engineer" says $FANG CEO " highlights 👇continued improvement in drilling and completions. #oott"
X Link 2025-11-04T11:44Z 14.6K followers, 26.1K engagements
"US shale/tight #oil need to add [---] mmb/d of new production just to offset declines and keep production flat at [--] mmb/d. Chord Energy highlights its low base decline rate of 34%. Its table of unnamed peer group looks to have an overall base decline of 40%. If US shale/tight oil of [--] mmb/d has a 40% base decline it means the US has to add3.6 mmb/d of new oil production just to keep production flat. #oott https://twitter.com/i/web/status/1986268824887349573 https://twitter.com/i/web/status/1986268824887349573"
X Link 2025-11-06T03:06Z 14.6K followers, 15.1K engagements
"4-mile vs 2-mile Bakken wells. Chord Energy 11/05 Q3 call. 4-mile wells EUR are 1.9x to 2.0x two 2-mile wells EURs in the Bakken. 4-mile wells work because of cost advantage vs two 2-mile wells but will result in a little less ultimate oil recovery. Yeah. So from an EUR perspective I'd say what we anticipate is that we'll see call-it 90% to 100% EUR uplift relative to what we'd see in 2-mile wells. Catch-up reading transcripts on the plane yesterday. Thx @business transcripts. #oott https://twitter.com/i/web/status/1987961255232192576 https://twitter.com/i/web/status/1987961255232192576"
X Link 2025-11-10T19:11Z 14.6K followers, 15.3K engagements
"Chevron's [--] mmboe/d Permian is only [------] b/d of Permian oil. Chevron reiterates it expects "to sustain current Permian production through at least 2040" See my 👇07/17 post. Boe/d is the sum of oil NGLs and natural gas production converted to a barrel of oil equivalent per day. And CVX's [--] mmboe/d is 44% oil 27% NGLs and 29% natural gas. so oil is only [------] b/d. Also note that 44% would be expected to decline over time as shale/tight oil plays that produce associated NGLS and natural gas normally see the oil % of mix decline over time. This plan to plateau at [--] mmboe/d has been the CVX"
X Link 2025-11-12T12:04Z 14.6K followers, 21.9K engagements
"Oil decline rate + growing oil demand = growing oil supply gap equal to [--] Saudi Arabia over next decade. Chevron "Oil and gas demand is at an all-time high. It will set another record this year. And its expected to do so again next year. And again the year after that. And beyond. Due simply to field decline theres a need for significant investment to close the oil supply gap equivalent to five Saudi Arabias that would otherwise appear over just the next decade." Eye-balling the graph seems to infer a global oil decline rate of 5% per year IF oil demand grows [--] mmb/d per year. #oott"
X Link 2025-11-12T12:05Z 14.6K followers, 55.4K engagements
"Chevron CEO on @SquawkCNBC just now says oil demand growing at about 1% per year which would seem to fit my earlier 👇post "Eye-balling the graph seems to infer a global oil decline rate of 5% per year IF oil demand grows [--] mmb/d per year." And Chevron's view that need to add oil supply equal to [--] Saudi Arabias over the next decade ie. add [--] mmb/d of new oil supply #oott Oil decline rate + growing oil demand = growing oil supply gap equal to [--] Saudi Arabia over next decade. Chevron "Oil and gas demand is at an all-time high. It will set another record this year. And its expected to do so"
X Link 2025-11-12T12:41Z 14.6K followers, 42.3K engagements
"Another successful strategic move by my former firm SAF Group. "SAF Group is charging into a corner of private credit long dominated by Apollo Global Management Inc. and Brookfield Corp. launching an insurance-backed investment vehicle to fuel lending to borrowers starved of flexible financing." @paulasambo Note the continued great track record. "Founded in [----] SAF has generated structured returns above 16% annually." Congrats Ryan Dunfield and all the great SAF team members."
X Link 2025-12-16T19:01Z 14.6K followers, [---] engagements
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