# ![@JavierBlas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1647573157.png) @JavierBlas Javier Blas

Saudi Aramco's market capitalization has dropped to just over $1.5 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: [-------] [#](/creator/twitter::1647573157/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1647573157/c:line/m:interactions.svg)

- [--] Week [---------] +37%
- [--] Month [---------] -18%
- [--] Months [----------] -8.70%
- [--] Year [----------] +49%

### Mentions: [--] [#](/creator/twitter::1647573157/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1647573157/c:line/m:posts_active.svg)

- [--] Week [---] +27%
- [--] Month [---] -4.50%
- [--] Months [-----] +78%
- [--] Year [-----] +71%

### Followers: [-------] [#](/creator/twitter::1647573157/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1647573157/c:line/m:followers.svg)

- [--] Week [-------] +0.18%
- [--] Month [-------] +0.77%
- [--] Months [-------] +3.60%
- [--] Year [-------] +9.90%

### CreatorRank: [-----] [#](/creator/twitter::1647573157/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1647573157/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  #899 [finance](/list/finance)  #238 [stocks](/list/stocks)  12.32% [travel destinations](/list/travel-destinations)  2.9% [automotive brands](/list/automotive-brands)  #2958 [financial services](/list/financial-services)  #1139 [cryptocurrencies](/list/cryptocurrencies)  0.72%

**Social topic influence**
[market](/topic/market) #765, [ceo](/topic/ceo) #1518, [gas](/topic/gas) 8.7%, [iran](/topic/iran) #4145, [in the](/topic/in-the) 4.35%, [venezuela](/topic/venezuela) #814, [tariffs](/topic/tariffs) #2, [more than](/topic/more-than) 4.35%, [the first](/topic/the-first) 3.62%, [the most](/topic/the-most) 3.62%

**Top accounts mentioned or mentioned by**
[@opinion](/creator/undefined) [@iea](/creator/undefined) [@eiagov](/creator/undefined) [@manuelmlm3](/creator/undefined) [@vjmallet](/creator/undefined) [@sergiolorenzi](/creator/undefined) [@axi_official](/creator/undefined) [@jk_lundblad](/creator/undefined) [@warrwim](/creator/undefined) [@martinvars](/creator/undefined) [@richard_ersted](/creator/undefined) [@laotramorley](/creator/undefined) [@fx_engineer](/creator/undefined) [@alesh09758566](/creator/undefined) [@craigkennedy77](/creator/undefined) [@txoil](/creator/undefined) [@business](/creator/undefined) [@spartan_dawg12](/creator/undefined) [@peter__wood](/creator/undefined) [@user14201](/creator/undefined)

**Top assets mentioned**
[Rio Tinto plc (RIO)](/topic/rio-tinto) [Exxon Mobil (XOM)](/topic/exxon-mobil) [BP p.l.c. (BP)](/topic/$bp) [General Motors Company (GM)](/topic/general-motors) [Goldman Sachs (GS)](/topic/goldman-sachs) [Schlumberger NV (SLB)](/topic/$slb) [MyShell Token (SHELL)](/topic/$shell) [TotalEnergies SE (TTE)](/topic/$tte) [Convex Finance (CVX)](/topic/$cvx) [BHP Group Limited (BHP)](/topic/$bhp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Let's call it: The first big blackout of the green electricity era (Below my notes from the conference call the Spanish grid operator held earlier today with reporters. I added extra information from my initial post and corrected a location: it was the south-west). 🧵1/2"  
[X Link](https://x.com/anyuser/status/1917192789097435598)  2025-04-29T12:22Z 337.7K followers, 2.2M engagements


"OIL MARKET: Notable how much Exxon Mobil and Chevron keep talking up the prospects for Permian production and ultimate recovery. The gift that keeps giving"  
[X Link](https://x.com/JavierBlas/status/2017290801605484584)  2026-01-30T17:36Z 337.7K followers, 37.5K engagements


"OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. I insisted that negotiations with Iran continue to see whether or not a deal can be consummated"  
[X Link](https://x.com/JavierBlas/status/2021668173385224237)  2026-02-11T19:30Z 337.7K followers, 21.4K engagements


"Chevron CEO responds to President Biden: Addressing this situation requires thoughtful action and a willingness to work together not political rhetoric Your Administration has largely sought to criticize and at times vilify our industry #OOTT https://www.chevron.com/newsroom/2022/q2/a-letter-to-president-biden-from-chevron-ceo-mike-wirth https://www.chevron.com/newsroom/2022/q2/a-letter-to-president-biden-from-chevron-ceo-mike-wirth"  
[X Link](https://x.com/anyuser/status/1539317204218429440)  2022-06-21T18:39Z 337.7K followers, [----] engagements


"How it started. How it's going"  
[X Link](https://x.com/anyuser/status/1547897025907159041)  2022-07-15T10:53Z 337.7K followers, 15.3K engagements


"In whats one of the most baffling energy policy decisions of [----] Germany sticks to closing its [--] remaining nuclear power stations in December. BUT then it U-turns itself keeping [--] of them in reserve until April [----] for emergencies. But are we not already in an emergency"  
[X Link](https://x.com/anyuser/status/1566819301222383616)  2022-09-05T16:03Z 337.7K followers, [----] engagements


"At a rally on Sunday someone in the crowd holding a sign that read [--] more years of drilling is a lose lose shouted a question to US President Biden. He responded no more oil drilling. A week earlier Biden asked Big Oil to increase oil"  
[X Link](https://x.com/JavierBlas/status/1589572453969580032)  2022-11-07T10:56Z 337.4K followers, [----] engagements


"Over the last [--] hours the UK wind power industry has swung from producing [----] GW to generating [---] GW The drop in electricity production is equal to give or take switching off [--] nuclear power stations. That's the reason why UK power markets are tight today"  
[X Link](https://x.com/anyuser/status/1597256858460618754)  2022-11-28T15:51Z 337.7K followers, 10.9K engagements


"The gap between what policymakers (and above all their staff) say in public and in private about climate change is growing and growing. "Obviously I would never say that in public" is becoming the end part of many conversations"  
[X Link](https://x.com/JavierBlas/status/1681306962632536064)  2023-07-18T14:16Z 337.4K followers, 316.2K engagements


"OIL MARKET: From @KVanthof quarterly letter to Diamondback Energy's shareholders: ". Never underestimate the American engineer" is a phrase I have personally come to appreciate in recent months. These professionals are the foundation of the shale revolution." #OOTT"  
[X Link](https://x.com/JavierBlas/status/1985690197766389810)  2025-11-04T12:46Z 337.4K followers, 26.7K engagements


"COLUMN: Last year Big Oil beat crude oil -- and by a large margin (chart). Now cracks are starting to appear: It doesnt look like oil equities can sustain their outperformance versus the oil market. A reckoning likely looms in [----]. @Opinion Link: https://www.bloomberg.com/opinion/articles/2026-01-14/exxon-chevron-big-oil-won-t-keep-beating-the-crude-marketutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/opinion/articles/2026-01-14/exxon-chevron-big-oil-won-t-keep-beating-the-crude-marketutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/JavierBlas/status/2011349690047218071)  2026-01-14T08:08Z 337.3K followers, 31.9K engagements


"Houston-based Schlumberger is the world's largest oil services companies. Wherever the American petroleum industry goes it goes too. SLB poised to reap gains from Trumps plan to leverage Venezuelan oil https://t.co/kkyx9aqN8i SLB poised to reap gains from Trumps plan to leverage Venezuelan oil https://t.co/kkyx9aqN8i"  
[X Link](https://x.com/JavierBlas/status/2011508050507772389)  2026-01-14T18:37Z 337.4K followers, 45.6K engagements


"ELECTRICITY DEMAND: White Houses pushes plan (below) to force data centers / AI companies to pay for the construction of new power plants. The plan would see the nations biggest grid operator PJM holding an emergency auction for tech companies to bid for long-term contracts"  
[X Link](https://x.com/JavierBlas/status/2012436550705905673)  2026-01-17T08:07Z 337.4K followers, 65.8K engagements


"OIL MARKET: Few if any had any *extra* oil from Venezuela and Libya in their S/D by [----]. One example @IEA had Venezuela in [----] at only [---] b/d and Libya below 1.2m b/d. Clearly that needs a review now. There may not be lots of extra barrels but there will be some"  
[X Link](https://x.com/JavierBlas/status/2015057857021124860)  2026-01-24T13:43Z 337.5K followers, 24.1K engagements


"US government authorises the use of backup generation resources at data centers and other major facilities to offset the stress in the East Coast grids (that means largely diesel-fired generators) https://t.co/95sTPkhuWJ https://t.co/95sTPkhuWJ"  
[X Link](https://x.com/JavierBlas/status/2015999291924611086)  2026-01-27T04:04Z 337K followers, 30.3K engagements


"Everyone in energy talks about AI. But two other letters perhaps more mundane will be as important: AC. For the next [--] years ten air conditioning units will be sold **every single second**. (From ADNOC CEO Sultan Al Jaber speech at #IndiaEnergyWeek)"  
[X Link](https://x.com/JavierBlas/status/2016043674568675561)  2026-01-27T07:00Z 337.1K followers, 123.5K engagements


"Saudi Arabia is turning to some of the kingdoms wealthiest families as the government looks to ease fiscal pressures. Riyadh gathered about a dozen prominent families on the Red Sea to assess their appetite for participating in future opportunities https://www.bloomberg.com/news/articles/2026-01-27/saudi-arabia-looks-to-tap-wealthy-families-in-new-quest-for-cashsref=5dj0X2VO&embedded-checkout=true https://www.bloomberg.com/news/articles/2026-01-27/saudi-arabia-looks-to-tap-wealthy-families-in-new-quest-for-cashsref=5dj0X2VO&embedded-checkout=true"  
[X Link](https://x.com/JavierBlas/status/2016135131476406343)  2026-01-27T13:04Z 337.2K followers, 107.4K engagements


"CHART OF THE DAY: Benchmark copper prices surge to a fresh all time high above $14000 per metric ton"  
[X Link](https://x.com/JavierBlas/status/2016741708508041378)  2026-01-29T05:14Z 337.2K followers, 34.8K engagements


"BIG OIL 4Q EARNINGS SEASON: January 30th: $XOM and $CVX February 5th: $SHELL February 10th: $BP February 11th: $TTE"  
[X Link](https://x.com/JavierBlas/status/2016928566731297027)  2026-01-29T17:36Z 337.4K followers, 22.1K engagements


"OIL MARKET: US Treasury issues a general licence on Venezuelan oil exports allowing now multiple companies to engage on the trade. But the US has banned China from the Venezuelan oil trade"  
[X Link](https://x.com/JavierBlas/status/2017072942631526748)  2026-01-30T03:10Z 337.2K followers, 66.1K engagements


"OIL MARKET: The group of [--] core countries at OPEC+ keep output unchanged for March (as already the cartel guided last year for the whole of 1Q). The key is what it would do from April onward the key meeting is scheduled for March [--] https://www.opec.org/pr-detail/589-1-february-2026.html https://www.opec.org/pr-detail/589-1-february-2026.html"  
[X Link](https://x.com/JavierBlas/status/2017971572561027354)  2026-02-01T14:41Z 337.1K followers, 17.4K engagements


"- Iran cancels Hormuz Strait military drills - Trump says Iranians talking seriously - Middle East diplomatic mediation effort - White House says hopes for deal with Iran - But US still building up military presence - Irans Supreme Leader warns of regional war"  
[X Link](https://x.com/JavierBlas/status/2018041922791539130)  2026-02-01T19:21Z 337.3K followers, 153.4K engagements


"OIL MARKET: Another reminder that Iranian oil production is today **higher** than it was when US President Donald Trump arrived to the White House a year ago for a 2nd term. The $50-a-barrel objective has costs"  
[X Link](https://x.com/JavierBlas/status/2018223375307448801)  2026-02-02T07:22Z 337.2K followers, 47.2K engagements


"Iran's Foreign Ministry spokesperson: "Various points have been exchanged. At this stage we are reviewing and making decisions on the details of each diplomatic track which we hope will yield results in the coming days""  
[X Link](https://x.com/JavierBlas/status/2018226445047284121)  2026-02-02T07:34Z 337.2K followers, 53K engagements


"US cold blast big (energy) story is what didn't happen: 🔌 With some emergency action grids performed well 🔥 Gas / oil output suffered manageable freeze offs The price impact was very very short-lived with gas and electricity prices back to pre-cold blast levels"  
[X Link](https://x.com/JavierBlas/status/2018367245777326222)  2026-02-02T16:53Z 337.1K followers, 16.6K engagements


"OIL MARKET: US President Donald Trump announces Washington is lowering tariffs on India after New Delhi pledged to stop buying Russian crude (replacing it with purchases of US and Venezuelan crude)"  
[X Link](https://x.com/JavierBlas/status/2018372601064591392)  2026-02-02T17:15Z 337.2K followers, 42.1K engagements


"Donald Trump announced plans to launch a $12 billion critical minerals stockpile to aid manufacturers and minimize reliance on Chinese rare earths. (Project Vault it is called and feels like a big government subsidy to miners and commodity traders) https://www.bloomberg.com/news/articles/2026-02-02/trump-unveils-12-billion-mineral-reserve-with-record-ex-im-loanutm_source=website&utm_medium=share&utm_campaign=twittersref=5dj0X2VO"  
[X Link](https://x.com/JavierBlas/status/2018443827867160597)  2026-02-02T21:58Z 337.5K followers, 54.9K engagements


"BREAKING: Kuwait says it will invite foreign energy companies to help it develop three offshore oil and gas fields (Jazah Jlaiaa and Nokhatha)"  
[X Link](https://x.com/JavierBlas/status/2018593370273378338)  2026-02-03T07:52Z 337.1K followers, 30.7K engagements


"@daymson1337 Look at the global gas market not just at a small-ish corner of the market"  
[X Link](https://x.com/JavierBlas/status/2018967378894434587)  2026-02-04T08:38Z 337.1K followers, [----] engagements


"OIL MARKET: Iran and the US will hold nuclear talks in Oman on Friday according to Iranian media. Foreign Minister Abbas Araghchi will represent Iran and envoy Steve Witkoff will do so for the US. Unclear if others are joining the talks"  
[X Link](https://x.com/JavierBlas/status/2019046639802179821)  2026-02-04T13:53Z 337.2K followers, 16.9K engagements


"The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply. (Dj vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council)"  
[X Link](https://x.com/JavierBlas/status/2019074946295578663)  2026-02-04T15:45Z 337.5K followers, 33.2K engagements


"President Trump says he discussed with President Xi of China further purchases by Beijing of American commodities (he singled out oil gas and soybeans)"  
[X Link](https://x.com/JavierBlas/status/2019085704945442835)  2026-02-04T16:28Z 337.2K followers, 23.3K engagements


"So the nuclear talks are back on in Oman say the Iranians. The Associated Press says the White House has agrees to move Iran talks to Oman from Turkey after Arab leaders urge US to hear out Tehran Nuclear talks with the United States are scheduled to be held in Muscat on about [--] am Friday. I'm grateful to our Omani brothers for making all necessary arrangements. Nuclear talks with the United States are scheduled to be held in Muscat on about [--] am Friday. I'm grateful to our Omani brothers for making all necessary arrangements"  
[X Link](https://x.com/JavierBlas/status/2019145503393603615)  2026-02-04T20:26Z 337.2K followers, 24.8K engagements


"BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading. The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesnt look sustainable"  
[X Link](https://x.com/JavierBlas/status/2019309190032859486)  2026-02-05T07:16Z 337.3K followers, 21K engagements


"@CraigKennedy77 All fair comments. Although I would disagree about compliance and full visibility re: Russian oil in [----]. Lots of it was moved via dark fleet tankers clearly above G7 price cap"  
[X Link](https://x.com/JavierBlas/status/2019411412683223526)  2026-02-05T14:02Z 337.2K followers, [----] engagements


"Shell CFO Sinead Gorman says the company's trading business provided an uplift to return on capital employed "toward the lower end" of its guidance of 2%-to-4%. (. Back of the envelope maths it means that Shell trading probably made $5 billion plus minus one billion.)"  
[X Link](https://x.com/JavierBlas/status/2019429758648610922)  2026-02-05T15:15Z 337.5K followers, 21.4K engagements


"OIL MARKET: Saudi Arabia has again reduced the price of its flagship export grade Arab Light to Asia. For the first time since late [----] state-owned Aramco is selling Arab Light at parity with the regional benchmark rather than a premium"  
[X Link](https://x.com/JavierBlas/status/2019485374410543399)  2026-02-05T18:56Z 337.5K followers, 46.5K engagements


"After Ford and General Motors announced large writedowns linked to their EV strategy today Stellantis has announced it will take [--] billion ($26 billion) in impairments as it scales back its EV plans. With a brutal addmission by the CEO"  
[X Link](https://x.com/JavierBlas/status/2019675490240602448)  2026-02-06T07:32Z 337.2K followers, [----] engagements


"Stellantis shares now down 25%"  
[X Link](https://x.com/JavierBlas/status/2019717702756298930)  2026-02-06T10:19Z 337.5K followers, 20.4K engagements


"@AF_63A3 Would you please show an Op-Ed by me with the "death of oil" theme If anything I had been the poster child of oil demand is not peaking. Another question is that I'm bearish oil prices -- because supply has overwhelmed demand"  
[X Link](https://x.com/JavierBlas/status/2019777276263436296)  2026-02-06T14:16Z 337.2K followers, 10K engagements


"CHART OF THE DAY: Last year President Trump promised lower beef prices (in part with more imports from Argetina). So far he has failed. After a brief drop in Oct-Nov following his comments US live cattle wholesale prices have recovered to near an all-time high again"  
[X Link](https://x.com/JavierBlas/status/2019823834841641207)  2026-02-06T17:21Z 337.5K followers, 33.3K engagements


"To understand the latest problem read this piece by Texas-based colleague @j_lovinger on the spread of the New World screwworm -- and why it matters a lot. https://www.bloomberg.com/news/articles/2026-02-04/texas-screwworm-threatens-to-return-and-upend-130-billion-us-cattle-industry https://www.bloomberg.com/news/articles/2026-02-04/texas-screwworm-threatens-to-return-and-upend-130-billion-us-cattle-industry"  
[X Link](https://x.com/JavierBlas/status/2019828136368828601)  2026-02-06T17:38Z 337.5K followers, 11.2K engagements


"@TXOil Nope. The US supplies the Guantanamo Bay Naval Base. Cuban airports impacted are: Havana Varadero Cienfuegos Santa Clara Camagey Cayo Coco Holguin Santiago and Manzanillo"  
[X Link](https://x.com/JavierBlas/status/2021126901658452384)  2026-02-10T07:39Z 337.5K followers, [---] engagements


"Cuba is running out of oil. The island warned airlines that they wouldn't be able to re-fuel at its [--] major airports from Tuesday for at least one month. The Communist government has closed international hotels to save fuel too. In the past Cuba relied on Venezuelan oil"  
[X Link](https://x.com/JavierBlas/status/2020862930128945407)  2026-02-09T14:10Z 337.7K followers, 224.1K engagements


"BREAKING: British oil major BP suspends its $750 million quarterly buyback. The board says it will "fully allocate excess cash to accelerate strengthening of our balance sheet.""  
[X Link](https://x.com/JavierBlas/status/2021120840763359685)  2026-02-10T07:15Z 337.7K followers, 82.2K engagements


"Full house for our #IPWeek event with Alex Grant (Equinor) Daan Struyven (Goldman Sachs) Natasha Kaneva (JPMorgan) Frederic Lasserre (Gunvor) Greg Sharenow (Pimco)"  
[X Link](https://x.com/JavierBlas/status/2021603252802932898)  2026-02-11T15:12Z 337.7K followers, 10.9K engagements


"President Trump orders the Pentagon to sign long-term electricity purchase contracts with coal-fired power plants. It is the policy of the United States that coal is essential to our national and economic security https://www.whitehouse.gov/presidential-actions/2026/02/strengthening-united-states-national-defense-with-americas-beautiful-clean-coal-power-generation-fleet/ https://www.whitehouse.gov/presidential-actions/2026/02/strengthening-united-states-national-defense-with-americas-beautiful-clean-coal-power-generation-fleet/"  
[X Link](https://x.com/JavierBlas/status/2021712425842880602)  2026-02-11T22:26Z 337.7K followers, 23K engagements


"OIL MARKET: The core group of OPEC+ countries need to decide on March [--] whether to re-start production increases after the Jan-Mar pause. Some members in the group see scope for resuming the monthly hikes although conversations haven't started yet. https://www.bloomberg.com/news/articles/2026-02-13/some-opec-nations-see-scope-to-resume-supply-hikes-in-april https://www.bloomberg.com/news/articles/2026-02-13/some-opec-nations-see-scope-to-resume-supply-hikes-in-april"  
[X Link](https://x.com/JavierBlas/status/2022291871456788659)  2026-02-13T12:48Z 337.7K followers, 10.7K engagements


"BIG OIL 4Q EARNINGS: Exxon Mobil and Chevron both report strong profits on the back of higher hydrocarbons production (and ongoing cost cutting). But debt ratios are creeping higher. https://www.bloomberg.com/news/articles/2026-01-30/exxon-beats-estimates-as-growth-refining-cushion-oil-drop https://www.bloomberg.com/news/articles/2026-01-30/exxon-beats-estimates-as-growth-refining-cushion-oil-drop"  
[X Link](https://x.com/JavierBlas/status/2017234790571757658)  2026-01-30T13:53Z 337.7K followers, 18.2K engagements


"CHART OF THE DAY: Vitol the world's largest independent oil trader shifts its view on global peak oil demand: higher and later. Now Vitol sees a peak by the "mid" 2030s (previously it anticipated "early" 2030s). Peak demand seen at 112m b/d (previously "almost" 110m b/d)"  
[X Link](https://x.com/JavierBlas/status/2020787360284262423)  2026-02-09T09:10Z 337.7K followers, 48.5K engagements


"@VJMallet ". model." is the key word on Macron's statement"  
[X Link](https://x.com/JavierBlas/status/2021883358150898045)  2026-02-12T09:45Z 337.7K followers, [---] engagements


"I have begun confidential talks with the French president on European nuclear deterrence" -- Chancellor Friedrich Merz If would be surreal if Germany was to get a nuclear bomb -- or put itself under a French nuclear umbrella -- before it re-start its nuclear power stations"  
[X Link](https://x.com/JavierBlas/status/2022299581673832634)  2026-02-13T13:19Z 337.7K followers, 35K 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. https://www.bloomberg.com/news/articles/2025-11-23/bhp-group-is-said-to-make-takeover-approach-to-anglo-americanutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2025-11-23/bhp-group-is-said-to-make-takeover-approach-to-anglo-americanutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/JavierBlas/status/1992562841971577215)  2025-11-23T11:56Z 337.7K followers, 64.5K engagements


"CHART OF THE DAY: Due to the impact of Trump's tariffs the all-in cost of aluminum in America has surged to a record high well above $5000 per metric ton (LME price + US Midwest premium). The impact would be soon felt on anything made with aluminum -- including beer cans"  
[X Link](https://x.com/JavierBlas/status/2010759314538164273)  2026-01-12T17:02Z 337.7K followers, 438.3K engagements


"BREAKING: US shale oil and gas companies Devon and Coterra merge in an all-stock deal. After the transaction Devon shareholders would own 54% of the combined entity and Coterra holders 46%. Press release: Slide deck: https://s28.q4cdn.com/696626308/files/doc_events/2026/Feb/02/Devon-and-Coterra-Transformative-Merger.pdf https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator https://s28.q4cdn.com/696626308/files/doc_events/2026/Feb/02/Devon-and-Coterra-Transformative-Merger.pdf"  
[X Link](https://x.com/JavierBlas/status/2018296848822272110)  2026-02-02T12:14Z 337.7K followers, 44.7K engagements


"In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese companies filled a record high number of proposals to build future coal plants"  
[X Link](https://x.com/JavierBlas/status/2018949068647809353)  2026-02-04T07:25Z 337.7K followers, 247.6K engagements


"CHART OF THE DAY: By [----] the world will be consuming lots of oil or almost nothing. The annual @IEF_Dialogue review of all the major energy scenarios shows that the high and low points for oil demand in [-----] are apart by 119m b/d more than today's consumption. Go figure"  
[X Link](https://x.com/JavierBlas/status/2018978411310371035)  2026-02-04T09:22Z 337.7K followers, 69K engagements


"Glencore and Rio Tinto have now tried to merge five times -- starting with a first attempt in [----]. All of them have failed on valuation. My understanding is this time the valuation gap was in the $10 billion rage (with Glencore demanding a higher premium to cede control). BREAKING: Glencore and Rio Tinto end merger talks. BREAKING: Glencore and Rio Tinto end merger talks"  
[X Link](https://x.com/JavierBlas/status/2019442992122069208)  2026-02-05T16:08Z 337.7K followers, 34K engagements


"After Ford and General Motors announced large writedowns linked to their EV strategy today Stellantis has announced it will take [--] billion ($26 billion) in impairments as it scales back its EV plans. With a brutal admission by the CEO"  
[X Link](https://x.com/JavierBlas/status/2019684212383875154)  2026-02-06T08:06Z 337.7K followers, 246.4K engagements


"OIL MARKET: New US monthly data releseaded. @EIAgov revises up total US liquids output in November to 21.631m b/d (up [------] b/d from the preliminary monhtly estimate based on weekly data). Both crude and NGLs revised higher (although down m-on-m). 1/2"  
[X Link](https://x.com/JavierBlas/status/2020090258084491621)  2026-02-07T11:00Z 337.7K followers, 21.5K engagements


"OIL MARKET: President Trump formally removes the extra 25% tariff he imposed India for importing Russian oil. In the executive order released over night Trump says India has committed to stop directly or indirectly importing Russian Federation oil"  
[X Link](https://x.com/JavierBlas/status/2020456119819247710)  2026-02-08T11:14Z 337.7K followers, 61.8K engagements


"CHART OF THE DAY: Whats driving electricity demand worldwide and what would continue to drive it to [----] Most of the headlines are about data centers (red) but globally industrial use (green) cooling (dark blue) and EVs (magenta) will be much important drivers. @IEA"  
[X Link](https://x.com/JavierBlas/status/2020567717120503813)  2026-02-08T18:37Z 337.7K followers, 33.8K engagements


"Further thought on BP: Today proves if ever there was a need of further proof what a disaster the tenure of Bernard Looney and Murray Auchincloss were for the UK oil major. (.all permited / encouraged by a weak board.)"  
[X Link](https://x.com/JavierBlas/status/2021143032381251819)  2026-02-10T08:43Z 337.7K followers, 36.8K engagements


""Please tell me what the investment case for BP is" (Sell-side analyst's question verbatim at today's annual result conference call. When even the sell-side is asking itself the question well that's part of the answer.)"  
[X Link](https://x.com/JavierBlas/status/2021226396039655455)  2026-02-10T14:15Z 337.7K followers, 42.1K engagements


"OIL MARKET: Washington issues a new general license to allow oilfield-service companies to work in Venezuela its a crucial step to boost oil output in the Latin American country"  
[X Link](https://x.com/JavierBlas/status/2021360701416276124)  2026-02-10T23:08Z 337.7K followers, 45.4K engagements


"BIG OIL 4Q EARNINGS: TotalEnergies reduces the pace of quarterly buybacks to $750 million (but **importantly** thats still within its previous guidance of repurchasing $3-$6 billion per year). Quarterly results positive underpinned by strong oil and gas production growth"  
[X Link](https://x.com/JavierBlas/status/2021484595523600404)  2026-02-11T07:20Z 337.7K followers, 19.6K engagements


"French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words:"  
[X Link](https://x.com/JavierBlas/status/2021540206181019968)  2026-02-11T11:01Z 337.7K followers, 288.5K engagements


"BREAKING: Libya awards its first oil and gas bidding round in [--] years with Chevron ENI Repsol and several others securing acreage. Still the country struggle to attract candidates with most blocks on offer not receiving a bid. Libya has promised to try again in late 2026"  
[X Link](https://x.com/JavierBlas/status/2021554053839483188)  2026-02-11T11:56Z 337.7K followers, 16.6K engagements


"U.S. Energy Secretary Chris Wright has just landed in Venezuela for an official visit. Hes the most senior American official to visit the country since the capture of Nicolas Maduro (and the visit is quite telling about Washingtons priorities in Venezuela)"  
[X Link](https://x.com/JavierBlas/status/2021615930690732034)  2026-02-11T16:02Z 337.7K followers, 15.6K engagements


"CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan Venezuela and the US (due to weather) plus several others. In total it adds to nearly 3m b/d highest in about [--] months according to the @EIAgov"  
[X Link](https://x.com/JavierBlas/status/2021665948789547245)  2026-02-11T19:21Z 337.7K followers, 13.9K engagements


"OIL MARKET: @IEA estimates oil supply dropped 1.2m b/d in January due to outages and bad weather. Still the agency sees production recovering quickly from disruption and an oversupplied market in [----] (after global stocks built at a 1.3m b/d pace in 2025)"  
[X Link](https://x.com/JavierBlas/status/2021886633008652319)  2026-02-12T09:58Z 337.7K followers, 16.4K engagements


"Vitol CEO on the oil black market: There is an enormous amount of sanctioned oil sitting on the water: 40m barrels of Russian oil added to the shipping fleet in last [--] days and is just sitting there waiting to find a home As we in @Opinion wrote: https://www.bloomberg.com/opinion/articles/2026-02-05/russia-and-iran-oil-black-market-is-in-trouble https://www.bloomberg.com/opinion/articles/2026-02-05/russia-and-iran-oil-black-market-is-in-trouble"  
[X Link](https://x.com/JavierBlas/status/2021902181545521523)  2026-02-12T11:00Z 337.7K followers, 49.5K engagements


"Vitol CEO: ". The global supply demand balance needs to factor in some of these difficult situations because thats 1m b/d thats not finding a refinery its just sitting on the high seas.""  
[X Link](https://x.com/JavierBlas/status/2021902652783964296)  2026-02-12T11:02Z 337.7K followers, 15.8K engagements


"In January I published an early take on Venezuela's oil. Yes the country has a lot of hard-to-reach reserves that will require $$$ and a decade to develop. But crucially there are *some* low-hanging-barrels that can be brought on stream rapidly. https://www.bloomberg.com/opinion/articles/2026-01-09/venezuela-oil-offers-quick-riches-for-a-few-us-companies https://www.bloomberg.com/opinion/articles/2026-01-09/venezuela-oil-offers-quick-riches-for-a-few-us-companies"  
[X Link](https://x.com/JavierBlas/status/2021986938375520682)  2026-02-12T16:37Z 337.7K followers, [----] engagements


"PHOTO OF THE DAY: US Secretary of Energy Chris Wright (front left) and Venezuelan Interim President Delcy Rodriguez (front right) touring the Orinoco oilfields. All smiles. Just a reminder that's only five weeks () since Nicolas Maduro was captured by US special forces"  
[X Link](https://x.com/JavierBlas/status/2022006415683170481)  2026-02-12T17:54Z 337.7K followers, 43.2K engagements


"According to the @FT the Trump administration now has realized its tariffs are increasing the price of everyday items (read: beer and soda cans) and it's planning to scale back some tariffs on steel and aluminium goods. Link: https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 CHART OF THE DAY: Due to the impact of Trump's tariffs the all-in cost of aluminum in America has surged to a record high well above $5000 per metric ton (LME price + US Midwest premium). The impact would be soon felt on anything made with aluminum -- including beer cans. https://t.co/hR2zsA0Khq"  
[X Link](https://x.com/JavierBlas/status/2022254426262569173)  2026-02-13T10:20Z 337.7K followers, 807.8K engagements


"OIL MARKET: Based on her last known position the Gerald Ford aircraft carrier would need a [--] week to reach Gibraltar and another 3-4 days for the East Mediterranean (and that assumes inmediate departure and no re-supply stops. Add some margin and it's [--] weeks in total)"  
[X Link](https://x.com/JavierBlas/status/2022340456219283726)  2026-02-13T16:01Z 337.7K followers, 25.9K engagements


"CHART OF THE DAY: The cost of US ground beef keeps rising reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄 While President Trump has seen the price of other foodstuff drop (eggs for example) all suggest that beef prices may still high"  
[X Link](https://x.com/JavierBlas/status/2022347553275027562)  2026-02-13T16:30Z 337.7K followers, 22.7K engagements


"This week The World for Sale comes out in paperback It explains how oil and commodity markets work how they influence geopolitics and the extraordinary power of a few traders you've probably never heard of Please take a look http://smarturl.it/TheWorldForSaleu http://smarturl.it/TheWorldForSaleu"  
[X Link](https://x.com/anyuser/status/1500551387347918859)  2022-03-06T19:18Z 337.7K followers, [----] engagements


"BREAKING: German benchmark 1-year forward electricity contract surges to an all-time high above [---] per MWh. At current price levels German manufacturing is going to crumble. Last week's @opinion column warning about the crisis: #Germany 🔌🪫 https://www.bloomberg.com/opinion/articles/2022-06-27/factory-closures-from-aluminum-to-chicken-farming-are-going-to-become-common#xj4y7vzkg https://www.bloomberg.com/opinion/articles/2022-06-27/factory-closures-from-aluminum-to-chicken-farming-are-going-to-become-common#xj4y7vzkg"  
[X Link](https://x.com/anyuser/status/1544709859194683394)  2022-07-06T15:48Z 337.7K followers, [----] engagements


"BREAKING: Germany 1-year forward baseload electricity surges [---] per MWh for the first time ever. We are truly into crunching territory for the country's energy-intensive manufacturing industry. The current price is 1000% higher than the [----] per MWh 2010-2020 average"  
[X Link](https://x.com/anyuser/status/1554370232243916800)  2022-08-02T07:35Z 337.7K followers, [----] engagements


"German TV interview with climate activist @GretaThunberg Are the nuclear power plants the better choice for the time being now "If we have them already running I feel that it's a mistake to close them down in order to focus on coal. #EnergyCrisis"  
[X Link](https://x.com/anyuser/status/1579844923423326210)  2022-10-11T14:42Z 337.6K followers, [----] engagements


"French nuclear reactors pushing above [--] GW for the first time in a really long time each extra GW is really welcomed today and tomorrow as they are needed. This is the electricity version of allez les blues ⚡"  
[X Link](https://x.com/anyuser/status/1601863114340827137)  2022-12-11T08:55Z 337.7K followers, [----] engagements


"BREAKING: The Biden administration has formally approved the $8-billion Willow oilfield in Alaska. When completed the project will pump [------] b/d. Now go and tell developing countries that they should not develop their own fossil fuel resources. #OOTT #COP28"  
[X Link](https://x.com/anyuser/status/1635279470998474760)  2023-03-13T13:59Z 337.7K followers, 758.5K engagements


"OIL MARKET: After meeting President Trump in Mar-a-Lago Alberta Premier Danielle Smith says Canada should prepare for 25% tariffs starting on Jan [--] 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/anyuser/status/1878830699354165329)  2025-01-13T15:45Z 337.7K followers, 1.7M engagements


"The little publicised story this week: everyone wants to look at the stock market going down and do you know what else went down Oil prices went down almost 15% in two days which impact working Americans much more than the stock market does"  
[X Link](https://x.com/anyuser/status/1908949804425638359)  2025-04-06T18:27Z 337.7K followers, 1.5M 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 [--] now says it plans to keep it flat at [--]. 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 337.7K followers, 97.7K engagements


"OIL MARKET: Iraq's prime minister says a final deal has been reached covering Kurdistan oil production paving the way to reactivate oil exports via Turkey #OOTT                  .  [--] .                  .  [--] "  
[X Link](https://x.com/JavierBlas/status/1971239877049188491)  2025-09-25T15:46Z 337.7K followers, 29.4K engagements


"The Maracaibo basin in the west is home to the Bolivar Coastal Fields a cluster that includes legendary sites such as Tia Juana. The Monagas basin in the east also contains several top oilfields; above all the El Furrial. All are in desperate need of fixing up. 🧵5/10"  
[X Link](https://x.com/JavierBlas/status/2009671178701680834)  2026-01-09T16:58Z 337.5K followers, [----] engagements


"Will US companies play a big role It depends who you mean. For big oil-services companies Halliburton Baker Hughes SLB and Weatherford the answer is yes. Importantily Chevron the US 2nd-top oil company is already there. Its US oil major peers Unlikely at first. 🧵6/10"  
[X Link](https://x.com/JavierBlas/status/2009671180723335322)  2026-01-09T16:58Z 337.5K followers, [----] engagements


"US natural gas benchmark price has jumped more than 50% in two days putting it on track for the biggest weekly gain in more than [--] years. The Permian shale region faces freezing conditions from Friday with minimum temperature expected to plunge to [---] Celsius (14 F) in Midland Texas. The polar vortex is going to test winterisation (and could lead to large production losses although likely short lived). The Permian shale region faces freezing conditions from Friday with minimum temperature expected to plunge to [---] Celsius (14 F) in Midland Texas. The polar vortex is going to test"  
[X Link](https://x.com/JavierBlas/status/2014049178486264215)  2026-01-21T18:55Z 337.7K followers, 73.3K engagements


"CHART OF THE DAY: US benchmark natural gas price (Henry Hub) is up 75% (yes that's 75%) over the last five trading days. That's the most for a similar rolling period in data over at least the last [--] years"  
[X Link](https://x.com/JavierBlas/status/2014216378589614148)  2026-01-22T05:59Z 337.5K followers, 79K engagements


"Libya gov announces a 25-year deal with TotalEnergies and ConocoPhillips to lift output from the Waha oilfields to [------] b/d (more than double current output) I wrote this week for @Opinion flagging the coming wave of oil investment in Libya: https://www.bloomberg.com/opinion/articles/2026-01-22/libya-big-oil-seeks-riches-in-another-thorny-country-apart-from-venezuela                     https://www.bloomberg.com/opinion/articles/2026-01-22/libya-big-oil-seeks-riches-in-another-thorny-country-apart-from-venezuela"  
[X Link](https://x.com/JavierBlas/status/2015042203769623023)  2026-01-24T12:41Z 337.5K followers, 49.4K engagements


"US natural gas down 25% today heading to its largest one-day loss in [--] years. The beauty of the U.S. shale revolution. CHART OF THE DAY: US benchmark natural gas prices have fallen back to pre-cold blast levels hovering just above $3.5 per mBtu. (The expiring Feb [----] contract then the front-month rose above $7.5 per mBtu less than a week ago. The current front-month contract is March 2026) https://t.co/BDTHeQi0IU CHART OF THE DAY: US benchmark natural gas prices have fallen back to pre-cold blast levels hovering just above $3.5 per mBtu. (The expiring Feb [----] contract then the front-month"  
[X Link](https://x.com/JavierBlas/status/2018387054376149046)  2026-02-02T18:12Z 337.5K followers, 96.2K engagements


"OIL MARKET: Shell CEO Wael Sawan highlighting how little oil prices have moved (around $60-$70 a barrel) despite the huge increase of geopolitical risk and the use of sanctions. The market is far more stable than in the past vs political risk"  
[X Link](https://x.com/JavierBlas/status/2018640198842941453)  2026-02-03T10:58Z 337.5K followers, 42.2K engagements


"Under Donald Trump the US government is relying heavily upon some of the world's top commodity traders: - Deal with Glencore to buy Congo copper/cobalt mines - Using Vitol and Trafigura to move Venezuela oil - Mercuria Hartree and Traxys involved on Project Vault"  
[X Link](https://x.com/JavierBlas/status/2018717824034787465)  2026-02-03T16:06Z 337.5K followers, 70.7K engagements


"We are coming out of a super-cycle in natural gas Equinor CFO Torgrim Reitan said in a Bloomberg TV interview"  
[X Link](https://x.com/JavierBlas/status/2018965040918048826)  2026-02-04T08:29Z 337.7K followers, 60K engagements


"I would draw attention to Exxon's scenario which shows largely a plateau from [----] to [----] (yes the line is sloping so slightly upward so technically it isees growing demand)"  
[X Link](https://x.com/JavierBlas/status/2018980384533565899)  2026-02-04T09:30Z 337.7K followers, [----] engagements


"@SergioLorenzi It's a coal-fired electrostate"  
[X Link](https://x.com/JavierBlas/status/2019014626768293902)  2026-02-04T11:46Z 337.7K followers, [----] engagements


"@Rory_Johnston 🤣🤣🤣🤣🤣"  
[X Link](https://x.com/JavierBlas/status/2019052576067494062)  2026-02-04T14:17Z 337.7K followers, [----] engagements


"TRUMP: IRAN SUPREME LEADER SHOULD BE VERY WORRIED NOW"  
[X Link](https://x.com/JavierBlas/status/2019128061464322478)  2026-02-04T19:16Z 337.7K followers, 30.9K engagements


"OIL MARKET: Shell CEO Wael Sawan says there's "a bit of oversupply" in the oil market at the moment but that's balanced by geopolitical risk. "There's a premium with that political uncertainty" he says"  
[X Link](https://x.com/JavierBlas/status/2019322926122582257)  2026-02-05T08:11Z 337.5K followers, 25.3K engagements


"REACTION COLUMN: Mining giants Rio Tinto and Glencore are both losers as their M&A talks to create the worlds largest miner collapse. But I dont think we have seen the final word on the 20-year on-and-off saga to merge both companies. @Opinion https://www.bloomberg.com/opinion/articles/2026-02-05/rio-tinto-and-glencore-are-both-losers-as-deal-fails-for-fourth-timeutm_source=website&utm_medium=share&utm_campaign=twittersref=5dj0X2VO"  
[X Link](https://x.com/JavierBlas/status/2019491399943458840)  2026-02-05T19:20Z 337.7K followers, 20.9K engagements


"Global electricity demand will increase at an annual rate of 3.6% from [----] to [----] the @IEA says in new forecast. Importantly "although coal generation is set to lose ground globally it remains the single largest source of electricity in 2030." https://www.iea.org/reports/electricity-2026 https://www.iea.org/reports/electricity-2026"  
[X Link](https://x.com/JavierBlas/status/2019667013099205004)  2026-02-06T06:58Z 337.5K followers, 30.8K engagements


"Some dates that may impact any follow up US-Iran talks: Ramadan is expected to start around Feb [--] to last until Mar 18-19 followed by Eid ul-Fitr"  
[X Link](https://x.com/JavierBlas/status/2019792670424445265)  2026-02-06T15:17Z 337.7K followers, 20.6K engagements


"OIL MARKET: Nearly four years later the EU is throwing the towel on the G7 Russian oil price cap and going back to its original idea of May 2022: a full ban on maritime services. Let's hope Washington won't stop it this time"  
[X Link](https://x.com/JavierBlas/status/2019819401479090481)  2026-02-06T17:04Z 337.5K followers, 37K engagements


"A few stats: Cuba produces [-----] b/d of oil and consumes [------] b/d. In the past it filled the gap with Venezuelan oil. Fuel-oil is the most important refined product (30000 b/d). Fuel-oil accounts for 80% of the islands electricity generation Cuba is running out of oil. The island warned airlines that they wouldn't be able to re-fuel at its [--] major airports from Tuesday for at least one month. The Communist government has closed international hotels to save fuel too. In the past Cuba relied on Venezuelan oil. Cuba is running out of oil. The island warned airlines that they wouldn't be able"  
[X Link](https://x.com/JavierBlas/status/2020920392546717815)  2026-02-09T17:59Z 337.7K followers, 63.5K engagements


"In view of BP's announcement this morning it's cancelling its $750-million-a-quarter share buyback let me re-publish yesterday's @Opinion note arguing the British oil major couldn't afford it anymore. It comes down to debt -- lots of debt. https://www.bloomberg.com/opinion/articles/2026-02-09/bp-share-buybacks-are-a-luxury-it-can-t-affordutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/opinion/articles/2026-02-09/bp-share-buybacks-are-a-luxury-it-can-t-affordutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/JavierBlas/status/2021131346395959701)  2026-02-10T07:57Z 337.7K followers, 14.1K engagements


"Regular readers know we at @Opinion had flagged BP had far more debt than the company's prefered metric ($22 bn). Look at net debt + hybrids + leases + off-balance sheet items and it's $50 bn. Now BP acknowledges the issue and promises a hollistic view of debt. About time"  
[X Link](https://x.com/JavierBlas/status/2021212276393492580)  2026-02-10T13:18Z 337.7K followers, 13.4K engagements


"CHART OF THE DAY: US car sales over the last decade by powertrain (via @EIAgov). Battery electric vehicle sales increased in 2H [----] before sharply declining in response to the expiration of tax credits at the end of September"  
[X Link](https://x.com/JavierBlas/status/2021241623129051418)  2026-02-10T15:15Z 337.5K followers, 14.3K engagements


"COMMODITY TRADING: Jeff Dellapina the CFO at oil trading giant Vitol will retire in April after more than [--] years at the company. Dellapina was (in)famous for his desire to keep the company private -- and Vitol's P&L and balance sheet as secret as possible"  
[X Link](https://x.com/JavierBlas/status/2021244239732986113)  2026-02-10T15:25Z 337.5K followers, 43.8K engagements


"RT @gbrew24: An interesting photo to publicize. They clearly want us to wonder about what's in the folder"  
[X Link](https://x.com/JavierBlas/status/2021297199406051618)  2026-02-10T18:56Z 337.5K followers, [--] engagements


"RT @citrinowicz: Very important report @BarakRavid: Initial analysis: A. The type of agreement Prime Minister Netanyahu is seeking or wo"  
[X Link](https://x.com/JavierBlas/status/2021319485236318562)  2026-02-10T20:24Z 337.6K followers, [--] engagements


"RT @nickschifrin: .@VP asked if he wants to see regime change in Iran says "If the Iranian people want to overthrow the regime that's"  
[X Link](https://x.com/JavierBlas/status/2021564600307552616)  2026-02-11T12:38Z 337.6K followers, [--] engagements


"RT @business: A LNG shipment reloaded from China the worlds top buyer of the fuel is heading to Europe a rare move that highlights th"  
[X Link](https://x.com/JavierBlas/status/2021850600774762616)  2026-02-12T07:35Z 337.6K followers, [--] engagements


"Goodness me BP replaces its second CEO in two years. The British oil major appoints Meg ONeill currently CEO of Woodside Energy as new head from Apr [----]. Murray Auchincloss steps down tomorrow (Dec 18). BP head of trading Carol Howle will serve as interim CEO"  
[X Link](https://x.com/JavierBlas/status/2001433639016399257)  2025-12-17T23:25Z 337.7K followers, 34.4K engagements


"Ignore the oil tankers seizures -- that's a distraction. The below is truly the news of the day on Venezuelan oil. Read what US Energy Secretary Chris Wright just said at the Goldman Sachs energy conference (my quick transcript of the key question with my own highlights). BREAKING: US Energy Secretary says Washington will take over the sale of Venezuelan crude with funds deposited in a US-controlled account to benefit the Venezuelan people. (The details are very unclear but it seems to signal Trump would allow large imports of Ven crude) BREAKING: US Energy Secretary says Washington will take"  
[X Link](https://x.com/JavierBlas/status/2008907954653643187)  2026-01-07T14:25Z 337.7K followers, 1.1M engagements


"How it started. How its going"  
[X Link](https://x.com/JavierBlas/status/1448729517967691777)  2021-10-14T19:16Z 337.7K followers, 14.4K engagements


"EUROPEAN ENERGY CRUNCH: French President Emmanuel Macron announces that we will for the first time in decades relaunch the construction of nuclear reactors in our country ☢ 🔌"  
[X Link](https://x.com/JavierBlas/status/1458158220481114115)  2021-11-09T19:43Z 337.7K followers, [----] engagements


"How it started. How its going"  
[X Link](https://x.com/JavierBlas/status/1507253831482195968)  2022-03-25T07:11Z 337.7K followers, 19.4K engagements


"COLUMN: London only avoided a blackout last week by paying a record high [-------] per MWh (more than 5000% higher than the typical price) to briefly import electricity from Belgium due to traffic jams on the power grid #EnergyCrisis https://www.bloomberg.com/opinion/articles/2022-07-25/london-s-record-9-724-54-per-megawatt-hour-to-avoid-a-blackoutsrnd=premium-uk https://www.bloomberg.com/opinion/articles/2022-07-25/london-s-record-9-724-54-per-megawatt-hour-to-avoid-a-blackoutsrnd=premium-uk"  
[X Link](https://x.com/JavierBlas/status/1551470879317659649)  2022-07-25T07:34Z 337.7K followers, [----] engagements


"MAP OF THE DAY: Day-ahead electricity prices in Europe are eye-watering with lots of countries setting record highs for today. Notable to see the Nordics close to [---] per MWh and Germany at [---]. Before [----] anything above 75-100 was considered expensive #EnergyCrisis"  
[X Link](https://x.com/JavierBlas/status/1562019059570556929)  2022-08-23T10:08Z 337.7K followers, 12.7K engagements


"BREAKING: Gazprom claims it detected an oil leak during "maintenance" at Nord Stream [--] and therefore the gas pipeline is going to remain closed until repairs are made (no timeline provided for any re-start) #EnergyCrisis"  
[X Link](https://x.com/JavierBlas/status/1565739141349916672)  2022-09-02T16:31Z 337.7K followers, [----] engagements


"🍫🍫🍫THE CHOCOLATE CRISIS an UPDATED thread: Retail chocolate prices are rising (and will increase much further while shrinkflation will reduce sizes) after wholesale cocoa prices surged to an unthinkable all-time high of ***$10000 a ton*** on Tuesday. 1/15 @Opinion"  
[X Link](https://x.com/JavierBlas/status/1772590152050749743)  2024-03-26T11:43Z 337.7K followers, 1.3M engagements


"Beijing retaliates: China to impose additional 34% tariffs on **all** imported U.S. products starting April [--] the official Xinhua news agency reports"  
[X Link](https://x.com/JavierBlas/status/1908099877759795260)  2025-04-04T10:10Z 337.7K followers, 602.5K engagements


"Before the outage hit Spain was running its grid with very little dispatchable spinning generation and therefore no much inertia. Solar PV/thermal + wind: 78% Nuclear: 11.5% Co-generation: 5% Gas-fired: 3% (less than 1GW) Snapshot at 12.30pm local time (outage was 12.35pm)"  
[X Link](https://x.com/JavierBlas/status/1916857352197701963)  2025-04-28T14:09Z 337.7K followers, 2.1M engagements


"Lets see if I understood Spanish PM: - we should not eliminate any hypothesis but he has unilaterally ruled out any link to renewables - nuclear power plants are bad - we should wait to expert reports but he contradicts the preliminary findings from the experts at the grid"  
[X Link](https://x.com/JavierBlas/status/1917293017863500283)  2025-04-29T19:00Z 337.7K followers, 326.1K engagements


"BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The deal values the 100% of the mines at $9 billion including debt. $GLEN"  
[X Link](https://x.com/JavierBlas/status/2018716695779586441)  2026-02-03T16:02Z 337.7K followers, 334K engagements


"BREAKING: Glencore and Rio Tinto end merger talks"  
[X Link](https://x.com/JavierBlas/status/2019431438689644714)  2026-02-05T15:22Z 337.7K followers, 104.6K engagements


"OIL MARKET: New US monthly data released. @EIAgov revised lower total US oil demand in November to 20.227m b/d (down [------] b/d from the preliminary monthly estimate based on weekly data). The bulk of the downward revision is on petchems with gasoline diesel and jet up. 2/2"  
[X Link](https://x.com/JavierBlas/status/2020090259980316821)  2026-02-07T11:00Z 337.7K followers, 13K engagements


"TotalEenrgies CEO Patrick Pouyanne: "We dont know what will happen this year. We want to keep a healthy balance sheet""  
[X Link](https://x.com/JavierBlas/status/2021508549541798240)  2026-02-11T08:56Z 337.7K followers, 17.3K engagements


"Ukrainian President Zelenskyy on the US view of the Ukr-Rus talks: "They say that they want to do everything by June . . . so that the war ends. And they want a clear schedule ahead of US mid-term elections." The comments are important not just for Ukr-Rus but crucially Iran"  
[X Link](https://x.com/JavierBlas/status/2021516520355176593)  2026-02-11T09:27Z 337.7K followers, 14.6K engagements


"COLUMN: Britrish oil giant BP should suspend its $750 million quarterly share buybacks to give incoming CEO Meg O'Neill (who arrives in April) extra financial breathing room. @Opinion $BP https://www.bloomberg.com/opinion/articles/2026-02-09/bp-share-buybacks-are-a-luxury-it-can-t-affordutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/opinion/articles/2026-02-09/bp-share-buybacks-are-a-luxury-it-can-t-affordutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/JavierBlas/status/2020791516394934684)  2026-02-09T09:26Z 337.7K followers, 30.2K engagements


"A bit of extra context: A year ago BP was still buying back $1.75 billion of stock every quarter. That was reduced to $750 million. And now that's cut to zero. Importantly BP has also withdrawn its guidance of returning 30%-40% of operating cash flow to shareholders. BREAKING: British oil major BP suspends its $750 million quarterly buyback. The board says it will "fully allocate excess cash to accelerate strengthening of our balance sheet." BREAKING: British oil major BP suspends its $750 million quarterly buyback. The board says it will "fully allocate excess cash to accelerate"  
[X Link](https://x.com/JavierBlas/status/2021124651103949137)  2026-02-10T07:30Z 337.7K followers, 47.3K engagements


"OIL MARKET: According to the @WSJ the Trump administration has discussed whether to seize tankers carrying Iranian oil. But **importantly** decided to hold off concerned about Tehran's near-certain retaliation and the impact on global oil markets. https://www.wsj.com/world/middle-east/u-s-weighs-seizing-tankers-carrying-iranian-oil-to-pressure-tehran-f79555bd https://www.wsj.com/world/middle-east/u-s-weighs-seizing-tankers-carrying-iranian-oil-to-pressure-tehran-f79555bd"  
[X Link](https://x.com/JavierBlas/status/2021595367402319977)  2026-02-11T14:41Z 337.7K followers, 14.5K engagements


"Given our Nations vast coal resources and the proven reliability of our coal-fired generation fleet in providing continuous on-demand baseload power it is imperative that the Department of War prioritize the preservation and strategic utilization of coal-based energy assets"  
[X Link](https://x.com/JavierBlas/status/2021712978245029955)  2026-02-11T22:28Z 337.7K followers, [----] engagements


"Well I admit that if you have asked me three months ago certainly I didn't have the following on my [----] bingo card: ". US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez.""  
[X Link](https://x.com/JavierBlas/status/2021982401522761937)  2026-02-12T16:19Z 337.7K followers, 41.6K engagements


"What's perhaps more stricking is to compare the 20-year period of 1980-2000 period when prices stayed flat just under $2 per lb to the 2006-2026 where prices have risen 150%"  
[X Link](https://x.com/JavierBlas/status/2022349979214586238)  2026-02-13T16:39Z 337.7K followers, [----] engagements

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