Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1029087530996494337.png) @Energy_Tidbits Dan Tsubouchi

Dan Tsubouchi posts on X about mozambique, wti, ford, cos the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1029087530996494337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:interactions.svg)

- X Week XXXXXX +58%
- X Month XXXXXXX +2.50%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX +2.30%

### Mentions: XX [#](/creator/twitter::1029087530996494337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:posts_active.svg)

- X Week XX +4.60%
- X Month XXX +49%
- X Months XXX +63%
- X Year XXX +60%

### Followers: XXXXXX [#](/creator/twitter::1029087530996494337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:followers.svg)

- X Week XXXXXX +0.19%
- X Month XXXXXX +0.86%
- X Months XXXXXX +7.20%
- X Year XXXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::1029087530996494337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1029087530996494337/influence)
---

**Social category influence**
[countries](/list/countries)  XX% [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[mozambique](/topic/mozambique) #31, [wti](/topic/wti) 5%, [ford](/topic/ford) 5%, [cos](/topic/cos) 5%, [china](/topic/china) 5%, [japan](/topic/japan) 3.33%, [white house](/topic/white-house) 3.33%, [investment](/topic/investment) 3.33%, [data center](/topic/data-center) 3.33%, [eagle](/topic/eagle) XXXX%

**Top accounts mentioned or mentioned by**
[@business](/creator/undefined) [@eiagov](/creator/undefined) [@ryanair](/creator/undefined) [@barissanli](/creator/undefined) [@angelamacd](/creator/undefined) [@monicaraymunt](/creator/undefined) [@bloombergnef](/creator/undefined) [@staunovo](/creator/undefined) [@visualcap](/creator/undefined) [@knightfrank](/creator/undefined) [@vortexa](/creator/undefined) [@anasalhajji](/creator/undefined) [@markzandis](/creator/undefined) [@nhcatlantic](/creator/undefined) [@shedrills](/creator/undefined) [@chigrl](/creator/undefined) [@blsgov](/creator/undefined) [@smithuero](/creator/undefined) [@infinituscap](/creator/undefined) [@andys05657228](/creator/undefined)

**Top assets mentioned**
[Halliburton Company (HAL)](/topic/$hal) [Tesla, Inc. (TSLA)](/topic/tesla) [FANG Token (FANG)](/topic/$fang) [Scroll (SCR)](/topic/$scr) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts [#](/creator/twitter::1029087530996494337/posts)
---
Top posts by engagements in the last XX hours

"Time to put Australia on the multi-stage frac international watch list $HAL CEO highlighted Australia a couple of times as one of the new international unconventional play areas ie. Beetaloo Basin and Taroom Trough. See ๐Ÿ‘‡recap by @angelamacd ie. notes Shell & other players. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947856019146575894) 2025-07-23 03:07:19 UTC 12.9K followers, 1620 engagements


"Surely the 1st call on TotalEnergies Q2 call on Tues will be re๐Ÿ‘‡07/17 post Increasing chatter/speculation for them to restart their Mozambique #LNG. But the below All Africa reports says Total will need a massive security island concept implemented to restart. #oott #NatGas"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947346106918060124) 2025-07-21 17:21:06 UTC 12.9K followers, 5817 engagements


"Good morning Nikkei +3.5% on Trump post on Japan trade deal. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947992600130338926) 2025-07-23 12:10:02 UTC 12.9K followers, XXX engagements


"One of the advantages of updating something daily is that trends come to mind like how the Chinese stocks have been on a steady roll. Below i just updated for Asia close the comparison of CSI XXX Hang Seng Dow S&P and Nasdaq since Trump Liberation Day. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947633448275087516) 2025-07-22 12:22:54 UTC 12.9K followers, 4199 engagements


"Negative for WCS less WTI diffs. US increasing WoW medium/heavy oil imports for July XX week from: Saudi +375000 b/d WoW Iraq +150000 Colombia +330000 Medium/heavy WoW decreases from: Canada -573000 b/d WoW Ecuador -225000 #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945655404895384031) 2025-07-17 01:22:51 UTC 12.9K followers, 10.5K engagements


"A much hotter YoY May 2025 in Saudi Arabia led to a big jump up YoY in #Oil used for electricity. June 2025 was hot but June 2024 was hotter so points to some lower YoY oil for electricity. Thx @staunovo for all the Saudi JODI graphs #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947330834341450100) 2025-07-21 16:20:25 UTC 12.9K followers, 3535 engagements


"Ouch More straight talk from @Ryanair CEO O'Leary. ". as long as the closing booking trend remains strong. As long as we don't encounter any unforeseen adverse developments on safety terrorism war pestilence or stupidity out of the White House." Ryanair shares +6.7%. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947339289496264706) 2025-07-21 16:54:01 UTC 12.9K followers, 3442 engagements


"Big YoY drop continues in Stellantis car shipments in N.A down XX% YoY in Q2 and down XX% YoY for H1. Stellantis new focus is back to ICE. Tim Kuniskis (President of Ram brand) ๐Ÿ‘‡June's ad on return of Hemi V8. "We own it. We got it wrong. And we're fixing it. You hear that. That's our Hemi and it's saying "I'm back" . You want more. Buckle Up. Ram is coming back to NASCAR." #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947416032945045785) 2025-07-21 21:58:58 UTC 12.9K followers, 1474 engagements


"Good morning Key markets as of approx 5:30am MT on July XX. Key Q2 reporting already reminding #NatGas #Oil won't be going away as fast as #NetZero plans ie. Enagas critical need for #NatGas ICE is driving GM results. This is a little spreadsheet I fill in the morning for a picture of key markets"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947622593281798558) 2025-07-22 11:39:45 UTC 12.9K followers, 2655 engagements


"Good morning Key markets as of approx 5:30am MT on July XX. Copper almost at $XXX Pre-market attention grabbers: Chipotle -XX% Tesla -X% This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948347354224169390) 2025-07-24 11:39:42 UTC 12.9K followers, XXX engagements


"@barissanli Equinor didn't want to say how much Johan Sverdrup will decline but said it would come off plateau even with their investment. But i agree with your concept that investment at high enough levels will minimize declines"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948379053712662755) 2025-07-24 13:45:40 UTC 12.9K followers, XX engagements


"WCS less WTI diffs narrowed $XXXX WoW to a still low $XXXXX on July XX. Reminder WCS less WTI diffs normally narrow thru May/June and then start to modestly widen. But post TMX diffs stayed narrow in H2/24. Thx @business #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943811754670404018) 2025-07-11 23:16:51 UTC 13K followers, 5771 engagements


"More actuals reinforce Bakken #Oil production latest peak was in ๐Ÿ‘‡Sept-Dec 2023 at XXXXX mmb/d. NDIC data today shows North Dakota oil production for May 2025 was XXXXX mmb/d -XXX% MoM and -XXX% YoY. And -XXXX% vs Sept-Dec 2023. #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947769181086355669) 2025-07-22 21:22:15 UTC 12.9K followers, 8731 engagements


"Meta's Prometheus AI data center in Ohio is bullish for #NatGas demand. Zuckerberg's ๐Ÿ‘‡post today on Prometheus (Ohio) and Hyperion (LA) AI data centers. See my ๐Ÿ‘‡06/03/25 post. Meta is NOT buying the nuclear power being generated it is purchasing its "clean energy attributes. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1944928501376897092) 2025-07-15 01:14:24 UTC 12.9K followers, 4610 engagements


"Key Cdn "OIL" play advantages vs US "OIL" plays. See ๐Ÿ‘‡May XX memo excerpt. $SCR says MEG acquisition "is generally getting more of what we already have which is long-life low-decline high free cash flow oil." Permian is high decline. See 02/12/24 post $FANG said base Permian decline is XX% See 05/12/25 post. Cdn conventional light/medium oil plays are no-frack plays. See my ๐Ÿ‘‡last night post on EIA STEO Jul shows gas % of total boe production keeps increasing in Bakken & Permian "oil" plays. #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943436925249139054) 2025-07-10 22:27:24 UTC 12.9K followers, 2989 engagements


"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267007160393773) 2025-07-18 17:53:09 UTC 12.9K followers, 1717 engagements


"is #1 in Ultra High Net Worth Individuals per capita CAN: XX XXX XXXXX% of 39mm US: 225077 XXXXX% of XXX m FRA: 24941 XXXXX% of 65mm DEU: 29021 XXXXX% of 83mm UK: 23072 XXXXX% of 68mm JAP: 21710 XXXXX% of 123mm CHN: 98551 XXXXX% of 1426mm Thx @VisualCap @knightfrank #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1767701782879232043) 2024-03-12 23:58:42 UTC 12.9K followers, 2949 engagements


"Good morning Key markets as of approx 5:30am MT on July XX. More US financial just reported: Goldman Morgan Stanley BofA. This is a little spreadsheet I fill in the morning for a picture of key markets"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945447100394967324) 2025-07-16 11:35:08 UTC 12.9K followers, XXX engagements


"Saudi Aramco CEO Nasser ".our expectation for the rest of the year to average XXX to XXX million barrels of demand growth driven by demand not only in developing countries but we've seen gasoline spike in the US.we see healthy global demand will continue to increase over the longer term" Thx @anasalhajji for all the video clips from Vienna. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1942952503257243676) 2025-07-09 14:22:29 UTC 13K followers, 6798 engagements


"Massive AI Data Centers = Need for 24/7 #NatGas power. Blackstone''s $25b to support build out of PENN digital & energy infrastructure and help catalyze an additional $60b investment into the Commonwealth. Also incl Blackstone formed a joint venture with PPL to invest in new PENN natural gas power generation facilities and "PENN is uniquely suited to serve as a strategic hub to power the nations AI objectives given its abundant low-cost energy that accounts for XX% of the nations natural gas production." #oott #Marcellus"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945212946264850788) 2025-07-15 20:04:41 UTC 12.9K followers, 2589 engagements


"Libya #Oil production continues steady. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946607949461483712) 2025-07-19 16:27:56 UTC 12.9K followers, 2097 engagements


"Meta's Hyperion Data Center in Louisiana is bullish for #NatGas demand. Zuckerberg's ๐Ÿ‘‡ post today on its Hyperion and Prometheus data centers. See my ๐Ÿ‘‡12/04/24 post on why Meta's $10b AI data center in Louisiana will inevitably be powered by #NatGas. ie. EIA data shows almost no renewables in LA. #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1944924717561053435) 2025-07-15 00:59:22 UTC 13K followers, 5155 engagements


"Finally US #Oil imports from Venezuela are zero for 07/11 week. Taken a long time considering Chevron said on May X no longer flowing to US and only an X day tanker trip. @EIAgov oil imports from VEN Week ended: 04/18: XXX kbd 04/25: XXX 05/02: XXX 05/09: XXX 05/16: XX 05/23: XXX 05/30: XXX 06/06: XXX 06/13: XXX 06/20: XX 06/27: XX 07/04: XX 07/11: zero #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945653747654512983) 2025-07-17 01:16:16 UTC 13K followers, 3173 engagements


"China pledges to bring rational approach to New Energy Vehicles market ie. stop the big price cutting and hit to margins. Xinhua (state media). Don't forget China ICE sales are still big See my ๐Ÿ‘‡Jul X post. #EVs #BEVs #PHEVs #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946362777389633944) 2025-07-19 00:13:42 UTC 13K followers, 2062 engagements


"Germany says it urgently needs more investments #NatGas fired power plants to have a stable power supply. 24/7 #NatGas and #Coal stepped in for Germany in H1/25 when wind wasn't blowing. Despite wind & solar capacity adds in 2024 renewable produced less kWh and XX% of electricity in H1/25 vs XX% in H1/24. Germany highlighted ". we also urgently need the basis on which companies can make appropriate decisions for the necessary investments in H2-ready and gas-fired power plants. With their secured power and storage systems a stable power supply is possible" #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945282652216680758) 2025-07-16 00:41:40 UTC 12.9K followers, 4739 engagements


"11th consecutive week of declining WoW US oil rigs at work. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +9.1% or +9 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised today to XXX oil XXX gas. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943806487220170835) 2025-07-11 22:55:55 UTC 12.9K followers, 3919 engagements


"Chevron's X mmboe/d Permian production is a reminder that US top shale/tight "OIL" plays like Bakken and Permian get gassier as the play matures. Oil % of total Permian boe/d production: 2024: XXXX% 2023: XXXX% 2022: XXXX% Fits my ๐Ÿ‘‡July X post. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946022486988279830) 2025-07-18 01:41:30 UTC 13K followers, 3928 engagements


"Reminder $XX oil leads to some marginal Bakken oil being shut-in due to price. ND Director of Mineral Resources Nathan Anderson. At 2:25 min ". there was a lower oil price environment in the month of April and May and operators certain operators decide to made the decision to curtail some production in certain areas of the state" #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947776440503832923) 2025-07-22 21:51:06 UTC 12.9K followers, 3938 engagements


"ICYMI. Nikkei +3.5% on Trump's Japan trade deal post. Nothing yet posted on White House website. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947994170330890622) 2025-07-23 12:16:16 UTC 12.9K followers, XXX engagements


"TotalEnergies Q2 release is Thursday and not today"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947657397759316345) 2025-07-22 13:58:04 UTC 12.9K followers, 1219 engagements


"Hurricane Track Map Rule of Thumb. NHC only puts XX% chance to reach cyclone strength but path is towards Dominican Republic. See my ๐Ÿ‘‡06/27/24 post on Hurricanes that move south of DR are the ones that are likely to hit Yucatan or come into GoM to hit Gulf Coast. #oott #NatGas"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947129101543965095) 2025-07-21 02:58:48 UTC 12.9K followers, 2155 engagements


"Great reminder from @SheDrills on @EIAgov "Reference Case" forecast model for peak US oil production in 2027 is based on $XX. Lower XX wellhead price in 2024$/b: Oil production. 2024: $XX. XXXXX mmb/d 2025: $XX. XXXXX. 2026: $XX. XXXXX 2027: $XX. XXXXX 2028. $XX. XXXXX 2029. $XX. XXXXX 2030. $XX. XXXXX #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945593945469456400) 2025-07-16 21:18:38 UTC 12.9K followers, 4219 engagements


"Usual straight talk from @Ryanair CEO O'Leary. Ryanair shares +6.7% post quarterly results. @Ryanair CEO reminds that post summer rush "as is normal at this time of year we have zero H2 visibility. We've only X% of our seats sold for the 2nd half" #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947338276609655032) 2025-07-21 16:49:59 UTC 12.9K followers, XXX engagements


"China consumer June retail sales +4.8% YoY down MoM vs May +6.4% YoY which was best YoY month since Dec 2023 Retail sales YoY % June +4.8% YoY May +6.4% Apr +5.1% Mar +5.9% No Jan/Feb data 2024 Dec +3.7% Nov +3.0% Oct +4.8% Sep +3.2% Aug +2.1% July +2.7% Jun +2.0% May +3.7% Apr +2.3% Mar +3.1% No Jan/Feb data 2023 Dec +7.4% Nov +10.1% Nowhere near pre-Covid steady +8-11%. #oott Thx @business"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1944946076349554972) 2025-07-15 02:24:14 UTC 12.9K followers, 2017 engagements


"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267069168898129) 2025-07-18 17:53:23 UTC 13K followers, 2244 engagements


"No surprise US EV co's increasing incentives for buyers to step up in Jul/Aug/Sep to buy new EVs before incentives are gone. But expect big QoQ drop in Q4. "If youre an American looking to buy a car right now youll notice an awful lot of deals on electric vehicles. Ford is offering free home chargers; its also offering EV loans at X percent as are Chevy Hyundai Nissan Polestar Toyota and Volkswagen. Lots of EV-makers are offering cash bonuses and leases are shockingly cheap. In short its a great time to buy your first electric car." @jwherrman Big Beautiful Bill ending #EV credits Sept 30."  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945973370023211099) 2025-07-17 22:26:20 UTC 12.9K followers, 2333 engagements


"As expected most aren't adding oil rigs despite price spike until they see how Israel/Iran plays out a bit. US oil rigs -X WoW to XXX US gas rigs -X WoW to XXX US oil rigs now -XXX% or -XX rigs vs Apr XX US gas rigs now +12.1% or +12 rigs vs Apr XX. Baker Hughes US Oil & NatGas rigs. 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1936110086713491574) 2025-06-20 17:13:10 UTC 12.9K followers, 8212 engagements


"China exports of rare earths in June. US up in June but still way way down from early in 2025. Big YoY jump in rare earth exports to Thailand would seem to point to re-export to somewhere See ๐Ÿ‘‡@chigrl post #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946929806312177825) 2025-07-20 13:46:52 UTC 12.9K followers, 1787 engagements


"WOW What TotalEnergies reportedly wants for security to restart its Mozambique LNG. "Pouyanne says TotalEnergies will only start if it can convert the Afungi peninsula into a fortress with no gates and no access by land. People and cargoes would have to arrive and leave only by air or sea; Afungi already has a large landing strip and dock. TotalEnergies is already working with Rwandan military on anti-drone protection and on naval protection probably requiring control of the sea for X to XX kilometres off shore. Lifting force majeure also requires that the agreement with Rwanda to provide"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946028160069578770) 2025-07-18 02:04:03 UTC 12.9K followers, 7912 engagements


"ICYMI @BLS_gov CPI data for June released July XX. June beef & veal +10.6% YoY and +2.4% MoM. A key factor was per my ๐Ÿ‘‡May XX post that beef prices were going up when US suspended all live cattle from Mexico effective immediately"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947439770394579202) 2025-07-21 23:33:17 UTC 12.9K followers, 2391 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Energy_Tidbits Avatar @Energy_Tidbits Dan Tsubouchi

Dan Tsubouchi posts on X about mozambique, wti, ford, cos the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +58%
  • X Month XXXXXXX +2.50%
  • X Months XXXXXXXXX -XXXX%
  • X Year XXXXXXXXX +2.30%

Mentions: XX #

Mentions Line Chart

  • X Week XX +4.60%
  • X Month XXX +49%
  • X Months XXX +63%
  • X Year XXX +60%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.19%
  • X Month XXXXXX +0.86%
  • X Months XXXXXX +7.20%
  • X Year XXXXXX +15%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence countries XX% finance XXXXX% stocks XXXX% automotive brands XXXX% exchanges XXXX% technology brands XXXX% cryptocurrencies XXXX% travel destinations XXXX%

Social topic influence mozambique #31, wti 5%, ford 5%, cos 5%, china 5%, japan 3.33%, white house 3.33%, investment 3.33%, data center 3.33%, eagle XXXX%

Top accounts mentioned or mentioned by @business @eiagov @ryanair @barissanli @angelamacd @monicaraymunt @bloombergnef @staunovo @visualcap @knightfrank @vortexa @anasalhajji @markzandis @nhcatlantic @shedrills @chigrl @blsgov @smithuero @infinituscap @andys05657228

Top assets mentioned Halliburton Company (HAL) Tesla, Inc. (TSLA) FANG Token (FANG) Scroll (SCR) Morgan Stanley (MS)

Top Social Posts #


Top posts by engagements in the last XX hours

"Time to put Australia on the multi-stage frac international watch list $HAL CEO highlighted Australia a couple of times as one of the new international unconventional play areas ie. Beetaloo Basin and Taroom Trough. See ๐Ÿ‘‡recap by @angelamacd ie. notes Shell & other players. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-23 03:07:19 UTC 12.9K followers, 1620 engagements

"Surely the 1st call on TotalEnergies Q2 call on Tues will be re๐Ÿ‘‡07/17 post Increasing chatter/speculation for them to restart their Mozambique #LNG. But the below All Africa reports says Total will need a massive security island concept implemented to restart. #oott #NatGas"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 17:21:06 UTC 12.9K followers, 5817 engagements

"Good morning Nikkei +3.5% on Trump post on Japan trade deal. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-23 12:10:02 UTC 12.9K followers, XXX engagements

"One of the advantages of updating something daily is that trends come to mind like how the Chinese stocks have been on a steady roll. Below i just updated for Asia close the comparison of CSI XXX Hang Seng Dow S&P and Nasdaq since Trump Liberation Day. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-22 12:22:54 UTC 12.9K followers, 4199 engagements

"Negative for WCS less WTI diffs. US increasing WoW medium/heavy oil imports for July XX week from: Saudi +375000 b/d WoW Iraq +150000 Colombia +330000 Medium/heavy WoW decreases from: Canada -573000 b/d WoW Ecuador -225000 #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 01:22:51 UTC 12.9K followers, 10.5K engagements

"A much hotter YoY May 2025 in Saudi Arabia led to a big jump up YoY in #Oil used for electricity. June 2025 was hot but June 2024 was hotter so points to some lower YoY oil for electricity. Thx @staunovo for all the Saudi JODI graphs #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 16:20:25 UTC 12.9K followers, 3535 engagements

"Ouch More straight talk from @Ryanair CEO O'Leary. ". as long as the closing booking trend remains strong. As long as we don't encounter any unforeseen adverse developments on safety terrorism war pestilence or stupidity out of the White House." Ryanair shares +6.7%. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 16:54:01 UTC 12.9K followers, 3442 engagements

"Big YoY drop continues in Stellantis car shipments in N.A down XX% YoY in Q2 and down XX% YoY for H1. Stellantis new focus is back to ICE. Tim Kuniskis (President of Ram brand) ๐Ÿ‘‡June's ad on return of Hemi V8. "We own it. We got it wrong. And we're fixing it. You hear that. That's our Hemi and it's saying "I'm back" . You want more. Buckle Up. Ram is coming back to NASCAR." #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 21:58:58 UTC 12.9K followers, 1474 engagements

"Good morning Key markets as of approx 5:30am MT on July XX. Key Q2 reporting already reminding #NatGas #Oil won't be going away as fast as #NetZero plans ie. Enagas critical need for #NatGas ICE is driving GM results. This is a little spreadsheet I fill in the morning for a picture of key markets"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-22 11:39:45 UTC 12.9K followers, 2655 engagements

"Good morning Key markets as of approx 5:30am MT on July XX. Copper almost at $XXX Pre-market attention grabbers: Chipotle -XX% Tesla -X% This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-24 11:39:42 UTC 12.9K followers, XXX engagements

"@barissanli Equinor didn't want to say how much Johan Sverdrup will decline but said it would come off plateau even with their investment. But i agree with your concept that investment at high enough levels will minimize declines"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-24 13:45:40 UTC 12.9K followers, XX engagements

"WCS less WTI diffs narrowed $XXXX WoW to a still low $XXXXX on July XX. Reminder WCS less WTI diffs normally narrow thru May/June and then start to modestly widen. But post TMX diffs stayed narrow in H2/24. Thx @business #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-11 23:16:51 UTC 13K followers, 5771 engagements

"More actuals reinforce Bakken #Oil production latest peak was in ๐Ÿ‘‡Sept-Dec 2023 at XXXXX mmb/d. NDIC data today shows North Dakota oil production for May 2025 was XXXXX mmb/d -XXX% MoM and -XXX% YoY. And -XXXX% vs Sept-Dec 2023. #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-22 21:22:15 UTC 12.9K followers, 8731 engagements

"Meta's Prometheus AI data center in Ohio is bullish for #NatGas demand. Zuckerberg's ๐Ÿ‘‡post today on Prometheus (Ohio) and Hyperion (LA) AI data centers. See my ๐Ÿ‘‡06/03/25 post. Meta is NOT buying the nuclear power being generated it is purchasing its "clean energy attributes. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 01:14:24 UTC 12.9K followers, 4610 engagements

"Key Cdn "OIL" play advantages vs US "OIL" plays. See ๐Ÿ‘‡May XX memo excerpt. $SCR says MEG acquisition "is generally getting more of what we already have which is long-life low-decline high free cash flow oil." Permian is high decline. See 02/12/24 post $FANG said base Permian decline is XX% See 05/12/25 post. Cdn conventional light/medium oil plays are no-frack plays. See my ๐Ÿ‘‡last night post on EIA STEO Jul shows gas % of total boe production keeps increasing in Bakken & Permian "oil" plays. #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-10 22:27:24 UTC 12.9K followers, 2989 engagements

"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 17:53:09 UTC 12.9K followers, 1717 engagements

"is #1 in Ultra High Net Worth Individuals per capita CAN: XX XXX XXXXX% of 39mm US: 225077 XXXXX% of XXX m FRA: 24941 XXXXX% of 65mm DEU: 29021 XXXXX% of 83mm UK: 23072 XXXXX% of 68mm JAP: 21710 XXXXX% of 123mm CHN: 98551 XXXXX% of 1426mm Thx @VisualCap @knightfrank #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2024-03-12 23:58:42 UTC 12.9K followers, 2949 engagements

"Good morning Key markets as of approx 5:30am MT on July XX. More US financial just reported: Goldman Morgan Stanley BofA. This is a little spreadsheet I fill in the morning for a picture of key markets"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 11:35:08 UTC 12.9K followers, XXX engagements

"Saudi Aramco CEO Nasser ".our expectation for the rest of the year to average XXX to XXX million barrels of demand growth driven by demand not only in developing countries but we've seen gasoline spike in the US.we see healthy global demand will continue to increase over the longer term" Thx @anasalhajji for all the video clips from Vienna. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-09 14:22:29 UTC 13K followers, 6798 engagements

"Massive AI Data Centers = Need for 24/7 #NatGas power. Blackstone''s $25b to support build out of PENN digital & energy infrastructure and help catalyze an additional $60b investment into the Commonwealth. Also incl Blackstone formed a joint venture with PPL to invest in new PENN natural gas power generation facilities and "PENN is uniquely suited to serve as a strategic hub to power the nations AI objectives given its abundant low-cost energy that accounts for XX% of the nations natural gas production." #oott #Marcellus"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 20:04:41 UTC 12.9K followers, 2589 engagements

"Libya #Oil production continues steady. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-19 16:27:56 UTC 12.9K followers, 2097 engagements

"Meta's Hyperion Data Center in Louisiana is bullish for #NatGas demand. Zuckerberg's ๐Ÿ‘‡ post today on its Hyperion and Prometheus data centers. See my ๐Ÿ‘‡12/04/24 post on why Meta's $10b AI data center in Louisiana will inevitably be powered by #NatGas. ie. EIA data shows almost no renewables in LA. #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 00:59:22 UTC 13K followers, 5155 engagements

"Finally US #Oil imports from Venezuela are zero for 07/11 week. Taken a long time considering Chevron said on May X no longer flowing to US and only an X day tanker trip. @EIAgov oil imports from VEN Week ended: 04/18: XXX kbd 04/25: XXX 05/02: XXX 05/09: XXX 05/16: XX 05/23: XXX 05/30: XXX 06/06: XXX 06/13: XXX 06/20: XX 06/27: XX 07/04: XX 07/11: zero #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 01:16:16 UTC 13K followers, 3173 engagements

"China pledges to bring rational approach to New Energy Vehicles market ie. stop the big price cutting and hit to margins. Xinhua (state media). Don't forget China ICE sales are still big See my ๐Ÿ‘‡Jul X post. #EVs #BEVs #PHEVs #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-19 00:13:42 UTC 13K followers, 2062 engagements

"Germany says it urgently needs more investments #NatGas fired power plants to have a stable power supply. 24/7 #NatGas and #Coal stepped in for Germany in H1/25 when wind wasn't blowing. Despite wind & solar capacity adds in 2024 renewable produced less kWh and XX% of electricity in H1/25 vs XX% in H1/24. Germany highlighted ". we also urgently need the basis on which companies can make appropriate decisions for the necessary investments in H2-ready and gas-fired power plants. With their secured power and storage systems a stable power supply is possible" #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 00:41:40 UTC 12.9K followers, 4739 engagements

"11th consecutive week of declining WoW US oil rigs at work. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +9.1% or +9 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised today to XXX oil XXX gas. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-11 22:55:55 UTC 12.9K followers, 3919 engagements

"Chevron's X mmboe/d Permian production is a reminder that US top shale/tight "OIL" plays like Bakken and Permian get gassier as the play matures. Oil % of total Permian boe/d production: 2024: XXXX% 2023: XXXX% 2022: XXXX% Fits my ๐Ÿ‘‡July X post. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 01:41:30 UTC 13K followers, 3928 engagements

"Reminder $XX oil leads to some marginal Bakken oil being shut-in due to price. ND Director of Mineral Resources Nathan Anderson. At 2:25 min ". there was a lower oil price environment in the month of April and May and operators certain operators decide to made the decision to curtail some production in certain areas of the state" #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-22 21:51:06 UTC 12.9K followers, 3938 engagements

"ICYMI. Nikkei +3.5% on Trump's Japan trade deal post. Nothing yet posted on White House website. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-23 12:16:16 UTC 12.9K followers, XXX engagements

"TotalEnergies Q2 release is Thursday and not today"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-22 13:58:04 UTC 12.9K followers, 1219 engagements

"Hurricane Track Map Rule of Thumb. NHC only puts XX% chance to reach cyclone strength but path is towards Dominican Republic. See my ๐Ÿ‘‡06/27/24 post on Hurricanes that move south of DR are the ones that are likely to hit Yucatan or come into GoM to hit Gulf Coast. #oott #NatGas"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 02:58:48 UTC 12.9K followers, 2155 engagements

"Great reminder from @SheDrills on @EIAgov "Reference Case" forecast model for peak US oil production in 2027 is based on $XX. Lower XX wellhead price in 2024$/b: Oil production. 2024: $XX. XXXXX mmb/d 2025: $XX. XXXXX. 2026: $XX. XXXXX 2027: $XX. XXXXX 2028. $XX. XXXXX 2029. $XX. XXXXX 2030. $XX. XXXXX #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 21:18:38 UTC 12.9K followers, 4219 engagements

"Usual straight talk from @Ryanair CEO O'Leary. Ryanair shares +6.7% post quarterly results. @Ryanair CEO reminds that post summer rush "as is normal at this time of year we have zero H2 visibility. We've only X% of our seats sold for the 2nd half" #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 16:49:59 UTC 12.9K followers, XXX engagements

"China consumer June retail sales +4.8% YoY down MoM vs May +6.4% YoY which was best YoY month since Dec 2023 Retail sales YoY % June +4.8% YoY May +6.4% Apr +5.1% Mar +5.9% No Jan/Feb data 2024 Dec +3.7% Nov +3.0% Oct +4.8% Sep +3.2% Aug +2.1% July +2.7% Jun +2.0% May +3.7% Apr +2.3% Mar +3.1% No Jan/Feb data 2023 Dec +7.4% Nov +10.1% Nowhere near pre-Covid steady +8-11%. #oott Thx @business"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 02:24:14 UTC 12.9K followers, 2017 engagements

"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 17:53:23 UTC 13K followers, 2244 engagements

"No surprise US EV co's increasing incentives for buyers to step up in Jul/Aug/Sep to buy new EVs before incentives are gone. But expect big QoQ drop in Q4. "If youre an American looking to buy a car right now youll notice an awful lot of deals on electric vehicles. Ford is offering free home chargers; its also offering EV loans at X percent as are Chevy Hyundai Nissan Polestar Toyota and Volkswagen. Lots of EV-makers are offering cash bonuses and leases are shockingly cheap. In short its a great time to buy your first electric car." @jwherrman Big Beautiful Bill ending #EV credits Sept 30."
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 22:26:20 UTC 12.9K followers, 2333 engagements

"As expected most aren't adding oil rigs despite price spike until they see how Israel/Iran plays out a bit. US oil rigs -X WoW to XXX US gas rigs -X WoW to XXX US oil rigs now -XXX% or -XX rigs vs Apr XX US gas rigs now +12.1% or +12 rigs vs Apr XX. Baker Hughes US Oil & NatGas rigs. 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-06-20 17:13:10 UTC 12.9K followers, 8212 engagements

"China exports of rare earths in June. US up in June but still way way down from early in 2025. Big YoY jump in rare earth exports to Thailand would seem to point to re-export to somewhere See ๐Ÿ‘‡@chigrl post #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-20 13:46:52 UTC 12.9K followers, 1787 engagements

"WOW What TotalEnergies reportedly wants for security to restart its Mozambique LNG. "Pouyanne says TotalEnergies will only start if it can convert the Afungi peninsula into a fortress with no gates and no access by land. People and cargoes would have to arrive and leave only by air or sea; Afungi already has a large landing strip and dock. TotalEnergies is already working with Rwandan military on anti-drone protection and on naval protection probably requiring control of the sea for X to XX kilometres off shore. Lifting force majeure also requires that the agreement with Rwanda to provide"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 02:04:03 UTC 12.9K followers, 7912 engagements

"ICYMI @BLS_gov CPI data for June released July XX. June beef & veal +10.6% YoY and +2.4% MoM. A key factor was per my ๐Ÿ‘‡May XX post that beef prices were going up when US suspended all live cattle from Mexico effective immediately"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-21 23:33:17 UTC 12.9K followers, 2391 engagements

@Energy_Tidbits
/creator/twitter::Energy_Tidbits