[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.] #  @JavierBlas Javier Blas Saudi Aramco's market capitalization has dropped to just over $XXX trillion, and its stock trades at a 5-year low. Meanwhile, the global oil market is experiencing a glut, with US total oil liquids output reaching an all-time high and the WTI oil curve shifting into contango, indicating ample availability. Additionally, big oil companies such as Chevron, Exxon, BP, and Shell have reported strong financials despite headwinds in the market. ### Engagements: XXXXXX [#](/creator/twitter::1647573157/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +12% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX +15% ### Mentions: XX [#](/creator/twitter::1647573157/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +58% - X Year XXXXX +55% ### Followers: XXXXXXX [#](/creator/twitter::1647573157/followers)  - X Week XXXXXXX +0.10% - X Month XXXXXXX +0.29% - X Months XXXXXXX +3.20% - X Year XXXXXXX +9.10% ### CreatorRank: XXXXXXX [#](/creator/twitter::1647573157/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #4067 [countries](/list/countries) XXXX% [stocks](/list/stocks) #2011 [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [the first](/topic/the-first) 5%, [the world](/topic/the-world) 3.75%, [exxon mobil](/topic/exxon-mobil) #3, [bank](/topic/bank) #466, [canada](/topic/canada) #1455, [white house](/topic/white-house) #914, [tariffs](/topic/tariffs) #1114, [london](/topic/london) 2.5%, [alltime](/topic/alltime) 2.5%, [ton](/topic/ton) XXX% **Top accounts mentioned or mentioned by** [@opinion](/creator/undefined) [@ascrmmc](/creator/undefined) [@oknowuk](/creator/undefined) [@l8rg8r007](/creator/undefined) [@thebarrennorth](/creator/undefined) [@rstancikas](/creator/undefined) [@william_r2rclub](/creator/undefined) [@business](/creator/undefined) [@moscow2dxb](/creator/undefined) [@nywtow](/creator/undefined) [@grok](/creator/undefined) [@avisowned](/creator/undefined) [@kvanthof](/creator/undefined) [@afp](/creator/undefined) [@tmasonh](/creator/undefined) [@ingeconomics](/creator/undefined) [@kpler](/creator/undefined) [@obruk](/creator/undefined) [@eiagov](/creator/undefined) [@tomkloza](/creator/undefined) **Top assets mentioned** [Exxon Mobil (XOM)](/topic/exxon-mobil) [Sable Offshore Corp. (SOC)](/topic/$soc) [Realio Network (RIO)](/topic/$rio) [BHP Group Limited (BHP)](/topic/$bhp) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts Top posts by engagements in the last XX hours "BREAKING: US Treasury Secretary Scott Bessent praises Spanish bank Santander from pulling its credit lines from oil trader Gunvor. The message comes a day after Gunvor announced a management buy-out. The Santander-Gunvor story is here:" [X Link](https://x.com/JavierBlas/status/1995877840429125957) 2025-12-02T15:28Z 331.1K followers, 141.5K engagements "The document includes some very pointed criticism about Germany's energy and industrial policy. The language and the no so veiled attack on German chemical champion BASF will be clearly noted in Berlin. 2/5" [X Link](https://x.com/JavierBlas/status/1996898097994387620) 2025-12-05T11:03Z 331.1K followers, 27.6K engagements "COLUMN: Glencore is full of billionaires. They clearly know how to make money for themselves. Problem is they havent made so much for their institutional shareholders. Its plan to solve the problem is a this time is different requiring blind faith" [X Link](https://x.com/JavierBlas/status/1996487125022478377) 2025-12-04T07:49Z 331.1K followers, 37.6K engagements "US-CHINA (AND CANADA) TRADE WAR: The Trump administration will give US farmers $XX billion in subsidies (aka "one time bridge payments" 🤫ðŸ¤) to offset the impact of the policies that the Trump administration itself implemented" [X Link](https://x.com/JavierBlas/status/1998340232534446489) 2025-12-09T10:33Z 331.1K followers, 21.9K engagements "COLUMN: The UK has broken a taboo: Driving EVs wont be tax free. What follows is an experiment every other Western government will pay attention to. Still another truth remains unspoken: EV taxes will rise and quite significantly. @Opinion" [X Link](https://x.com/JavierBlas/status/1996136327482323158) 2025-12-03T08:36Z 331.1K followers, 54.5K engagements "Overnight the White House released its new "National Security Stratregy" document (link in thread) Several interesting comment re: energy commodites and climate change. The tone is similar to what we have already heard from Trump: fossil fuels-centered energy dominance. 1/5" [X Link](https://x.com/JavierBlas/status/1996898094806684136) 2025-12-05T11:03Z 331.1K followers, 85.8K engagements "COMMODITY TRADING: Trafigura reports fiscal-year 2025 net profit of $XXXX billion down X% from FY2024. In a market review alongside its annual results Trafigura's chief economist says the oil market faces a "glut" or "super glut" in 2026 unless "major change" in OPEC policy" [X Link](https://x.com/JavierBlas/status/1998372990879399968) 2025-12-09T12:43Z 331.1K followers, 33.4K engagements "OIL MARKET: After meeting President Trump in Mar-a-Lago Alberta Premier Danielle Smith says Canada should prepare for XX% tariffs starting on Jan XX on all US-bound products ***including on crude oil***. "I'm not expecting any exemptions" she told reporters #OOTT #Canada" [X Link](https://x.com/JavierBlas/status/1878830699354165329) 2025-01-13T15:45Z 331.1K followers, 1.7M engagements "I have watched the drama of Sable Offshore from the sidelines. But what a circus (with my apologies to the circus industry). $SOC" [X Link](https://x.com/JavierBlas/status/1987860445772841268) 2025-11-10T12:30Z 331.1K followers, 34.2K engagements "The idea that the country that burns more coal than the rest of the world combined was going to fill any climate leadership was/is ludicrous. China has four main objectives at climate talks: a) preserve status as a developing country; b) keep discussion away from its domestic coal; c) seek foreign markets for its home-grown clean-tech; d) torpedo trade initiatives linked to emissions" [X Link](https://x.com/JavierBlas/status/1992852750749646964) 2025-11-24T07:08Z 331.1K followers, 139.4K engagements "BREAKING: Oil trading giant Gunvor announces a management buy-out with co-founder Torbjrn Trnqvist selling its stake to a group of employees. The company has not announced any financial details. The move comes days after the US Treasury called Gunvor the Kremlin's puppet" [X Link](https://x.com/JavierBlas/status/1995445672577765740) 2025-12-01T10:51Z 331.1K followers, 32.6K engagements "Zipcar the @Avis-owned short-term rental car club is closing down in the UK. The company blames high electricity costs for its EVs (plus London will apply for the first time its congestion tax on EVs from Jan 2026). This is what Zipcar told London Assembly earlier this year:" [X Link](https://x.com/JavierBlas/status/1995560178239058300) 2025-12-01T18:26Z 331.1K followers, 54.4K engagements "CHART OF THE DAY: Copper prices rise to an all-time high (above $11500 per metric ton) driven by multiple supply disruptions and a rush to shift copper into the US due to tariffs depleting supply from the rest of the world" [X Link](https://x.com/JavierBlas/status/1996260339323703650) 2025-12-03T16:48Z 331.1K followers, 27.6K engagements "Exxon Mobil to lower spending in low-carbon businesses (to $XX billion over the next five years down from $XX billion). The company plans to stop for now the construction of several hydrogen facilities. "While we're convinced that low-carbon hydrogen will be required . the markets and customer-base are developing slowly" Exxon CEO says" [X Link](https://x.com/JavierBlas/status/1998415479027741024) 2025-12-09T15:32Z 331.1K followers, 31.3K engagements "And another: Norwegian aluminium Norsk Hydro ASA will halt funding for its battery and green hydrogen businesses and phase them out over time due to challenging market conditions" [X Link](https://x.com/JavierBlas/status/1861670707542835672) 2024-11-27T07:17Z 331.1K followers, 126.2K engagements "COLUMN: The Rio Tinto-Glencore merger has a lot of industrial logic. Valuation is the problem. Glencore should give ground to secure the deal and create "GlenTinto" $GLEN $RIO" [X Link](https://x.com/JavierBlas/status/1884200496522748253) 2025-01-28T11:22Z 331.1K followers, 19.6K engagements "As oil prices plunge Saudi Aramco tanks. The Saudi state-run oil giant trades at a fresh 5-year low of XXXXX riyals a share (vs IPO price of XX riyals in Dec 2019) implying a market capitalisation of little more than $XXX trillion #OOTT" [X Link](https://x.com/JavierBlas/status/1937407910268584436) 2025-06-24T07:10Z 331.1K followers, 62.6K engagements "First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to X now says it plans to keep it flat at X. We've decided we're just going to steady as she goes CEO Thomas Jorden says #OOTT" [X Link](https://x.com/JavierBlas/status/1937556580397932931) 2025-06-24T17:01Z 331.1K followers, 97.5K engagements "CHART OF THE DAY: The incoming oil glut in a chart. With the exception of the first two monthly contracts the WTI oil curve is now (white ⚪) completely in contango. Quite a shift from the backwardation of three months ago (blue🔵) and a year ago (red 🔴) #OOTT" [X Link](https://x.com/JavierBlas/status/1979977677223203074) 2025-10-19T18:27Z 331.1K followers, 96K engagements "METALS MARKET: Copper prices rise to a fresh all-time high trading above $11140 per metric ton in London on the back of supply disruptions #copper" [X Link](https://x.com/JavierBlas/status/1983425765523030396) 2025-10-29T06:48Z 331.1K followers, 34.7K engagements "OIL M&A: MEG Energy shareholders agreed to be acquired by Cenovus Energy Inc. after a dramatic five-month Canadian bidding war and multiple attempts to secure enough support to get the deal approved" [X Link](https://x.com/JavierBlas/status/1986486848990982614) 2025-11-06T17:32Z 331.1K followers, 16.3K engagements "CHART OF THE DAY: Peak or no peak the world is likely to consume XXX million b/d of oil until 2050. Whatever one focuses on IEA "current" or "stated" policies scenarios oil demand stays very strong for next XX years" [X Link](https://x.com/JavierBlas/status/1989311080733004045) 2025-11-14T12:34Z 331.1K followers, 73.6K engagements "MINING M&A: The world's largest mining company BHP Group has made a renewed takeover approach to Anglo American its smaller rival that is itself seeking to reshape the industry with an acquisition Teck Resources" [X Link](https://x.com/JavierBlas/status/1992562841971577215) 2025-11-23T11:56Z 331.1K followers, 64.1K engagements "OIL MARKET: Russian oil flows into India are set to hit a 5-month high in November before dropping to around X million barrels a day in December (despite the sanctions on Lukoil and Rosneft) per @Kpler estimates" [X Link](https://x.com/JavierBlas/status/1993954768583315529) 2025-11-27T08:07Z 331.1K followers, 50.3K engagements "COMMODITY TRADING: Trading of futures and options on the CME is currently halted due to a technical glitch affecting WTI crude oil and multiple other commodity markets" [X Link](https://x.com/JavierBlas/status/1994304093901164764) 2025-11-28T07:15Z 331.1K followers, 27.8K engagements "Well this is terrible news: Spain has detected two cases of swine fever for the first time **in more than XX years**. Spain is the world's 3rd largest pork producer and the outbreak -- so far detected only in wild boars -- put ex-EU exports at risk" [X Link](https://x.com/JavierBlas/status/1994410032708936190) 2025-11-28T14:16Z 331.1K followers, 48.5K engagements "Only when the financial and governance details are released we would know for sure but from what's out know already the parallels between Marc Rich exit of what's today Glencore in 1993-94 and Torbjrn Trnqvist's own exit from Gunvor are remarkable" [X Link](https://x.com/JavierBlas/status/1995448157853843832) 2025-12-01T11:01Z 331.1K followers, 15.1K engagements "I love to debate. But 1) I don't respond to anonymous accounts (unless they disclose their identity privately); 2) I prefer politeness. You fail both. In any case we don't need a Sherlock Holmes to guess your real identity: Oil Austria and the Saudi app store 😂😇ðŸ¤" [X Link](https://x.com/JavierBlas/status/1995527118801731720) 2025-12-01T16:15Z 331.1K followers, 97.8K engagements ""We are hemorrhaging industry" said Dieter Helm an economic policy professor at Oxford University who has advised U.K. governments on energy policy" [X Link](https://x.com/JavierBlas/status/1995793453486137558) 2025-12-02T09:53Z 331.1K followers, 26.1K engagements "OIL MARKET: For the first time since mid-2021 the daily US national average gasoline retail price has fallen below $X per gallon ($2.998 per gallon according to the AAA). It peaked at $X per gallon in June 2022 h/t @TomKloza" [X Link](https://x.com/JavierBlas/status/1995856707646574677) 2025-12-02T14:04Z 331.1K followers, 28.3K engagements "European Union reaches a final deal on phasing out Russian gas purchases. LNG delivers must stop by Dec 2026 and pipeline gas will end by Sep 2027. (and yes of course it does mean that EU will continue buying Russian gas for an extra year-and-a-half financing the Kremlin)" [X Link](https://x.com/JavierBlas/status/1996115128492982364) 2025-12-03T07:11Z 331.1K followers, 40.6K engagements "Trump is rolling back the car fuel economy improvements mandated by Biden. Instead of the XX miles per gallon by 2031 target the White House would allow XX mpg. Recently I wrote this @Opinion column (below) about fuel economy and US oil demand" [X Link](https://x.com/JavierBlas/status/1996316791157489832) 2025-12-03T20:33Z 331.1K followers, 29.7K engagements "Matryoshka oil trading: Goldman Sachs says that oil exports from Lukoil and Rosneft are down 1.1m b/d but **simultaneosly** exports from other Russian "non-sanctioned companies" are up 1.0m b/d. (😇ðŸ¤) "Russian oil trading networks are reorganizing quickly" the bank says" [X Link](https://x.com/JavierBlas/status/1996121535367839854) 2025-12-03T07:37Z 331.1K followers, 268.4K engagements "When I thought I had seen it all about Russian oil and sanctions: Ex-Pornhub Owner Bergmair Interested in Lukoil Assets: Reuters" [X Link](https://x.com/JavierBlas/status/1996216045690871931) 2025-12-03T13:52Z 331.1K followers, 80.3K engagements "BIG OIL STRATEGY: Exxon Mobil updates its business plan to 2030 signalling stronger profits and cash flow on the back of new projects (at constant prices and margins which obviously is theoretical) Statement: Slide deck:" [X Link](https://x.com/JavierBlas/status/1998366193116438896) 2025-12-09T12:16Z 331.1K followers, 44.9K engagements "BREAKING: Exxon Mobil CFO Kathy Mikells to retire Feb. X 2026 after nearly five years at the company due to health issues (she's the most senior ever executive to have joined Exxon from outside the company). Neil Hansen will become CFO (he was head of IR a few years ago)" [X Link](https://x.com/JavierBlas/status/1998423301937627604) 2025-12-09T16:03Z 331.1K followers, 17.5K 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.]
@JavierBlas Javier Blas
Saudi Aramco's market capitalization has dropped to just over $XXX trillion, and its stock trades at a 5-year low. Meanwhile, the global oil market is experiencing a glut, with US total oil liquids output reaching an all-time high and the WTI oil curve shifting into contango, indicating ample availability. Additionally, big oil companies such as Chevron, Exxon, BP, and Shell have reported strong financials despite headwinds in the market.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +12%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +15%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +58%
- X Year XXXXX +55%
Followers: XXXXXXX #
- X Week XXXXXXX +0.10%
- X Month XXXXXXX +0.29%
- X Months XXXXXXX +3.20%
- X Year XXXXXXX +9.10%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #4067 countries XXXX% stocks #2011 travel destinations XXXX%
Social topic influence the first 5%, the world 3.75%, exxon mobil #3, bank #466, canada #1455, white house #914, tariffs #1114, london 2.5%, alltime 2.5%, ton XXX%
Top accounts mentioned or mentioned by @opinion @ascrmmc @oknowuk @l8rg8r007 @thebarrennorth @rstancikas @william_r2rclub @business @moscow2dxb @nywtow @grok @avisowned @kvanthof @afp @tmasonh @ingeconomics @kpler @obruk @eiagov @tomkloza
Top assets mentioned Exxon Mobil (XOM) Sable Offshore Corp. (SOC) Realio Network (RIO) BHP Group Limited (BHP) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last XX hours
"BREAKING: US Treasury Secretary Scott Bessent praises Spanish bank Santander from pulling its credit lines from oil trader Gunvor. The message comes a day after Gunvor announced a management buy-out. The Santander-Gunvor story is here:"
X Link 2025-12-02T15:28Z 331.1K followers, 141.5K engagements
"The document includes some very pointed criticism about Germany's energy and industrial policy. The language and the no so veiled attack on German chemical champion BASF will be clearly noted in Berlin. 2/5"
X Link 2025-12-05T11:03Z 331.1K followers, 27.6K engagements
"COLUMN: Glencore is full of billionaires. They clearly know how to make money for themselves. Problem is they havent made so much for their institutional shareholders. Its plan to solve the problem is a this time is different requiring blind faith"
X Link 2025-12-04T07:49Z 331.1K followers, 37.6K engagements
"US-CHINA (AND CANADA) TRADE WAR: The Trump administration will give US farmers $XX billion in subsidies (aka "one time bridge payments" 🤫ðŸ¤) to offset the impact of the policies that the Trump administration itself implemented"
X Link 2025-12-09T10:33Z 331.1K followers, 21.9K engagements
"COLUMN: The UK has broken a taboo: Driving EVs wont be tax free. What follows is an experiment every other Western government will pay attention to. Still another truth remains unspoken: EV taxes will rise and quite significantly. @Opinion"
X Link 2025-12-03T08:36Z 331.1K followers, 54.5K engagements
"Overnight the White House released its new "National Security Stratregy" document (link in thread) Several interesting comment re: energy commodites and climate change. The tone is similar to what we have already heard from Trump: fossil fuels-centered energy dominance. 1/5"
X Link 2025-12-05T11:03Z 331.1K followers, 85.8K engagements
"COMMODITY TRADING: Trafigura reports fiscal-year 2025 net profit of $XXXX billion down X% from FY2024. In a market review alongside its annual results Trafigura's chief economist says the oil market faces a "glut" or "super glut" in 2026 unless "major change" in OPEC policy"
X Link 2025-12-09T12:43Z 331.1K followers, 33.4K engagements
"OIL MARKET: After meeting President Trump in Mar-a-Lago Alberta Premier Danielle Smith says Canada should prepare for XX% tariffs starting on Jan XX on all US-bound products including on crude oil. "I'm not expecting any exemptions" she told reporters #OOTT #Canada"
X Link 2025-01-13T15:45Z 331.1K followers, 1.7M engagements
"I have watched the drama of Sable Offshore from the sidelines. But what a circus (with my apologies to the circus industry). $SOC"
X Link 2025-11-10T12:30Z 331.1K followers, 34.2K engagements
"The idea that the country that burns more coal than the rest of the world combined was going to fill any climate leadership was/is ludicrous. China has four main objectives at climate talks: a) preserve status as a developing country; b) keep discussion away from its domestic coal; c) seek foreign markets for its home-grown clean-tech; d) torpedo trade initiatives linked to emissions"
X Link 2025-11-24T07:08Z 331.1K followers, 139.4K engagements
"BREAKING: Oil trading giant Gunvor announces a management buy-out with co-founder Torbjrn Trnqvist selling its stake to a group of employees. The company has not announced any financial details. The move comes days after the US Treasury called Gunvor the Kremlin's puppet"
X Link 2025-12-01T10:51Z 331.1K followers, 32.6K engagements
"Zipcar the @Avis-owned short-term rental car club is closing down in the UK. The company blames high electricity costs for its EVs (plus London will apply for the first time its congestion tax on EVs from Jan 2026). This is what Zipcar told London Assembly earlier this year:"
X Link 2025-12-01T18:26Z 331.1K followers, 54.4K engagements
"CHART OF THE DAY: Copper prices rise to an all-time high (above $11500 per metric ton) driven by multiple supply disruptions and a rush to shift copper into the US due to tariffs depleting supply from the rest of the world"
X Link 2025-12-03T16:48Z 331.1K followers, 27.6K engagements
"Exxon Mobil to lower spending in low-carbon businesses (to $XX billion over the next five years down from $XX billion). The company plans to stop for now the construction of several hydrogen facilities. "While we're convinced that low-carbon hydrogen will be required . the markets and customer-base are developing slowly" Exxon CEO says"
X Link 2025-12-09T15:32Z 331.1K followers, 31.3K engagements
"And another: Norwegian aluminium Norsk Hydro ASA will halt funding for its battery and green hydrogen businesses and phase them out over time due to challenging market conditions"
X Link 2024-11-27T07:17Z 331.1K followers, 126.2K engagements
"COLUMN: The Rio Tinto-Glencore merger has a lot of industrial logic. Valuation is the problem. Glencore should give ground to secure the deal and create "GlenTinto" $GLEN $RIO"
X Link 2025-01-28T11:22Z 331.1K followers, 19.6K engagements
"As oil prices plunge Saudi Aramco tanks. The Saudi state-run oil giant trades at a fresh 5-year low of XXXXX riyals a share (vs IPO price of XX riyals in Dec 2019) implying a market capitalisation of little more than $XXX trillion #OOTT"
X Link 2025-06-24T07:10Z 331.1K followers, 62.6K engagements
"First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to X now says it plans to keep it flat at X. We've decided we're just going to steady as she goes CEO Thomas Jorden says #OOTT"
X Link 2025-06-24T17:01Z 331.1K followers, 97.5K engagements
"CHART OF THE DAY: The incoming oil glut in a chart. With the exception of the first two monthly contracts the WTI oil curve is now (white ⚪) completely in contango. Quite a shift from the backwardation of three months ago (blue🔵) and a year ago (red 🔴) #OOTT"
X Link 2025-10-19T18:27Z 331.1K followers, 96K engagements
"METALS MARKET: Copper prices rise to a fresh all-time high trading above $11140 per metric ton in London on the back of supply disruptions #copper"
X Link 2025-10-29T06:48Z 331.1K followers, 34.7K engagements
"OIL M&A: MEG Energy shareholders agreed to be acquired by Cenovus Energy Inc. after a dramatic five-month Canadian bidding war and multiple attempts to secure enough support to get the deal approved"
X Link 2025-11-06T17:32Z 331.1K followers, 16.3K engagements
"CHART OF THE DAY: Peak or no peak the world is likely to consume XXX million b/d of oil until 2050. Whatever one focuses on IEA "current" or "stated" policies scenarios oil demand stays very strong for next XX years"
X Link 2025-11-14T12:34Z 331.1K followers, 73.6K engagements
"MINING M&A: The world's largest mining company BHP Group has made a renewed takeover approach to Anglo American its smaller rival that is itself seeking to reshape the industry with an acquisition Teck Resources"
X Link 2025-11-23T11:56Z 331.1K followers, 64.1K engagements
"OIL MARKET: Russian oil flows into India are set to hit a 5-month high in November before dropping to around X million barrels a day in December (despite the sanctions on Lukoil and Rosneft) per @Kpler estimates"
X Link 2025-11-27T08:07Z 331.1K followers, 50.3K engagements
"COMMODITY TRADING: Trading of futures and options on the CME is currently halted due to a technical glitch affecting WTI crude oil and multiple other commodity markets"
X Link 2025-11-28T07:15Z 331.1K followers, 27.8K engagements
"Well this is terrible news: Spain has detected two cases of swine fever for the first time in more than XX years. Spain is the world's 3rd largest pork producer and the outbreak -- so far detected only in wild boars -- put ex-EU exports at risk"
X Link 2025-11-28T14:16Z 331.1K followers, 48.5K engagements
"Only when the financial and governance details are released we would know for sure but from what's out know already the parallels between Marc Rich exit of what's today Glencore in 1993-94 and Torbjrn Trnqvist's own exit from Gunvor are remarkable"
X Link 2025-12-01T11:01Z 331.1K followers, 15.1K engagements
"I love to debate. But 1) I don't respond to anonymous accounts (unless they disclose their identity privately); 2) I prefer politeness. You fail both. In any case we don't need a Sherlock Holmes to guess your real identity: Oil Austria and the Saudi app store 😂😇ðŸ¤"
X Link 2025-12-01T16:15Z 331.1K followers, 97.8K engagements
""We are hemorrhaging industry" said Dieter Helm an economic policy professor at Oxford University who has advised U.K. governments on energy policy"
X Link 2025-12-02T09:53Z 331.1K followers, 26.1K engagements
"OIL MARKET: For the first time since mid-2021 the daily US national average gasoline retail price has fallen below $X per gallon ($2.998 per gallon according to the AAA). It peaked at $X per gallon in June 2022 h/t @TomKloza"
X Link 2025-12-02T14:04Z 331.1K followers, 28.3K engagements
"European Union reaches a final deal on phasing out Russian gas purchases. LNG delivers must stop by Dec 2026 and pipeline gas will end by Sep 2027. (and yes of course it does mean that EU will continue buying Russian gas for an extra year-and-a-half financing the Kremlin)"
X Link 2025-12-03T07:11Z 331.1K followers, 40.6K engagements
"Trump is rolling back the car fuel economy improvements mandated by Biden. Instead of the XX miles per gallon by 2031 target the White House would allow XX mpg. Recently I wrote this @Opinion column (below) about fuel economy and US oil demand"
X Link 2025-12-03T20:33Z 331.1K followers, 29.7K engagements
"Matryoshka oil trading: Goldman Sachs says that oil exports from Lukoil and Rosneft are down 1.1m b/d but simultaneosly exports from other Russian "non-sanctioned companies" are up 1.0m b/d. (😇ðŸ¤) "Russian oil trading networks are reorganizing quickly" the bank says"
X Link 2025-12-03T07:37Z 331.1K followers, 268.4K engagements
"When I thought I had seen it all about Russian oil and sanctions: Ex-Pornhub Owner Bergmair Interested in Lukoil Assets: Reuters"
X Link 2025-12-03T13:52Z 331.1K followers, 80.3K engagements
"BIG OIL STRATEGY: Exxon Mobil updates its business plan to 2030 signalling stronger profits and cash flow on the back of new projects (at constant prices and margins which obviously is theoretical) Statement: Slide deck:"
X Link 2025-12-09T12:16Z 331.1K followers, 44.9K engagements
"BREAKING: Exxon Mobil CFO Kathy Mikells to retire Feb. X 2026 after nearly five years at the company due to health issues (she's the most senior ever executive to have joined Exxon from outside the company). Neil Hansen will become CFO (he was head of IR a few years ago)"
X Link 2025-12-09T16:03Z 331.1K followers, 17.5K engagements