#  @RazorOil Razor Oil Razor Oil posts on X about oil, $megto, canada, $athto the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1259500147878191104/interactions)  - [--] Week [-------] +11% - [--] Month [---------] -50% - [--] Months [---------] +288% - [--] Year [---------] +123% ### Mentions: [--] [#](/creator/twitter::1259500147878191104/posts_active)  - [--] Week [--] -43% - [--] Month [---] +0.86% - [--] Months [---] +121% - [--] Year [---] +20% ### Followers: [------] [#](/creator/twitter::1259500147878191104/followers)  - [--] Week [------] +0.21% - [--] Month [------] +2.10% - [--] Months [------] +35% - [--] Year [------] +40% ### CreatorRank: [---------] [#](/creator/twitter::1259500147878191104/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [currencies](/list/currencies) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [mlb](/list/mlb) **Social topic influence** [oil](/topic/oil), [$megto](/topic/$megto), [canada](/topic/canada), [$athto](/topic/$athto), [$cveto](/topic/$cveto), [$cve](/topic/$cve), [$su](/topic/$su) #11, [venezuela](/topic/venezuela), [stocks](/topic/stocks), [$scrto](/topic/$scrto) **Top accounts mentioned or mentioned by** [@bubleqe](/creator/undefined) [@jimduffus](/creator/undefined) [@garquake](/creator/undefined) [@realpeterlinder](/creator/undefined) [@assettraveller](/creator/undefined) [@beegjj](/creator/undefined) [@sohaibab9](/creator/undefined) [@nuggetcapital](/creator/undefined) [@merlice1](/creator/undefined) [@trendbullish](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@grok](/creator/undefined) [@markmcgrathcfp](/creator/undefined) [@ohare888](/creator/undefined) [@kevinagraham](/creator/undefined) [@kramerkarma1](/creator/undefined) [@notfreecashflow](/creator/undefined) [@roryjohnston](/creator/undefined) [@gugo907](/creator/undefined) [@conocophillips](/creator/undefined) **Top assets mentioned** [Cenovus Energy Inc. (CVE)](/topic/$cve) [Suncor Energy, Inc. (SU)](/topic/$su) [ConocoPhillips (COP)](/topic/conocophillips) [Imperial Oil Limited (IMO)](/topic/$imo) [Enbridge, Inc (ENB)](/topic/$enb) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Exxon Mobil (XOM)](/topic/$xom) [Copiosa Coin (COP2)](/topic/$cop) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Baytex Energy Corp. (BTE)](/topic/$bte) [Oxygen (OXY)](/topic/$oxy) [Gravity (G)](/topic/gravity) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "Chico I dont need some arm chair quaterbacking some bookworm telling the bad guy how to fightI just need ppl to realize that at US$100 WTI our companies could privatize with just [--] years of free cash flow MANG and thats not normal MANG π’πͺ #COM" [X Link](https://x.com/RazorOil/status/1521821482971672577) 2022-05-04T11:58Z 14.6K followers, [--] engagements "People don't want to trade $OVV today or what haha $IPCO still holding strong most of the stuff still in red.#COM" [X Link](https://x.com/RazorOil/status/1535328436792700929) 2022-06-10T18:29Z 14.6K followers, [--] engagements "The #COM trying to hold value oil and gas stock be like Workers at the Chrysler building in [----]. https://t.co/GgOSMTgsV1 Workers at the Chrysler building in [----]. https://t.co/GgOSMTgsV1" [X Link](https://x.com/RazorOil/status/1573857057509613571) 2022-09-25T02:08Z 14.6K followers, [--] engagements "@Albertagarbage @ValueNotDeadYet @WTIBull Whats EFT" [X Link](https://x.com/RazorOil/status/1596251241847615488) 2022-11-25T21:15Z 14.6K followers, [--] engagements "@Gary79699215" [X Link](https://x.com/RazorOil/status/1596580999768739840) 2022-11-26T19:05Z 15.8K followers, [--] engagements "@Gugo907 Gasoline inventories precisely at the same level as this time last year while distillates at February levels. Nothing changed on the gasoline side as seems like last year there was an increase from 211mm to 248mm and sharp decline towards June.distillates likely goin sideways" [X Link](https://x.com/RazorOil/status/1603089248781205505) 2022-12-14T18:07Z 15.8K followers, [--] engagements "@ryan_hanigan $rze not a recommendation DYODD" [X Link](https://x.com/RazorOil/status/1603940453501775873) 2022-12-17T02:29Z 15.8K followers, [---] engagements "@Gugo907 Nov21 211mm Feb22 248mm ; Nov22 205mm last week 223mm ; by Jan23 232mm just sayin" [X Link](https://x.com/RazorOil/status/1605336815078354945) 2022-12-20T22:58Z 15.8K followers, [---] engagements "MONTNEY GIANTS study on correlations between stocks. This time comparing Tourmaline Oil $TOU.TO vs. ARC Resources $ARX.TO. The Annual Correlation Coefficient (R) value is [---] suggesting a fairly strong positive relationship. What other firms would you like to see #COM πͺ" [X Link](https://x.com/RazorOil/status/1622694117187719178) 2023-02-06T20:30Z 15.3K followers, [----] engagements "Advanced a study on annual correlations between stocks. This time comparing Cenovus Energy $CVE vs. McDonald's Corp $MCD. The Annual Correlation Coefficient (R) value is [----] suggesting no linear relationship exists. You ask why I say why not #COM πͺπvs. π’" [X Link](https://x.com/RazorOil/status/1623079156442402817) 2023-02-07T22:00Z 14.6K followers, [----] engagements "Need advice from the #COM community. There are instigators on here that dont operate in good faith behave inappropriately on various occasions; often wrong on everything; ppl I dont like and cant trust. How to proceed: Block them forever Mute and ignore Other in comments Block them forever Mute and ignore Other in comments" [X Link](https://x.com/RazorOil/status/1624460459784179712) 2023-02-11T17:28Z 14.7K followers, 25.8K engagements "@sohaibab9 @jim_duffus @oilmutt But pretty sure Duff is not buy and hold guy unless Im wrong" [X Link](https://x.com/RazorOil/status/1634946992261709824) 2023-03-12T15:58Z 15.9K followers, [----] engagements "MEG Energy Due Diligence April [----] https://x.com/i/broadcasts/1yoKMZkqjQeGQ https://x.com/i/broadcasts/1yoKMZkqjQeGQ" [X Link](https://x.com/RazorOil/status/1644388678264061953) 2023-04-07T17:16Z 15.8K followers, 27.7K engagements "And the winner is @jim_duffus with [--] likesfor Crescent Point Energy Corp $CPG.TO Ill be going live in 20min to do deep dive DD on the name as promised. #COM π«‘πͺ @RazorOil If it's a vote Razor I'll pick $cpg please. @RazorOil If it's a vote Razor I'll pick $cpg please" [X Link](https://x.com/RazorOil/status/1645123043491196929) 2023-04-09T17:54Z 14.7K followers, [----] engagements "Crescent Point Energy Corp Due Diligence April [----] https://x.com/i/broadcasts/1RDGladWlarJL https://x.com/i/broadcasts/1RDGladWlarJL" [X Link](https://x.com/RazorOil/status/1645128879789711362) 2023-04-09T18:17Z 14.7K followers, 11.1K engagements "Emotional Intelligence is keythe intrinsic value of some companies doesnt represent realitydifficult to go bankrupt if you debt free and cost of supply at $40 WTI & as the great P.Lynch said The real key to making money in stocks is not to get scared out of them. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1651316074904956935) 2023-04-26T20:03Z 14.7K followers, 10.7K engagements "@Rider8910 @timber001 @RealPeterLinder @notjaso79646447 Thats not true. Peter told many of us to drink the koolaid on names that are up 15% ytd" [X Link](https://x.com/RazorOil/status/1666974467275513856) 2023-06-09T01:04Z 18.5K followers, [---] engagements "For some outperformance by $CVE.TO $MEG.TO $ATH.TO seems illogical.Surelywould be smart to sell and pick up something thats down 40%. But what if I told you these are also INFRASTRUCTURE plays With significant facilities capex already spent and now MANUFACTURING Oil. (1/2)" [X Link](https://x.com/RazorOil/status/1667589647843876864) 2023-06-10T17:48Z 15.4K followers, 16.4K engagements "@_LittleFire1 @NarrativeCombat He didnt give a fukwhat a wild dude" [X Link](https://x.com/RazorOil/status/1678479126485962753) 2023-07-10T19:02Z 15.8K followers, [---] engagements "@Tejanobrown @oilmutt @MarkRuffalo Very professional" [X Link](https://x.com/RazorOil/status/1678605681367166978) 2023-07-11T03:22Z 14.6K followers, [---] engagements "@FracSlap @TFG870 @cvrdnoil Its because he is a bully" [X Link](https://x.com/RazorOil/status/1678767558202376193) 2023-07-11T14:07Z 15.9K followers, [---] engagements "@PSworldwide13 Nat gas is C1 + a little C2 Condy is mainly mainly C5+C6" [X Link](https://x.com/RazorOil/status/1678913498548674560) 2023-07-12T00:02Z 15.6K followers, [---] engagements "@PSworldwide13 In some wells yes if dry gas wells mainly nutty if wet gas you get partitioning π«‘" [X Link](https://x.com/RazorOil/status/1678921924204978176) 2023-07-12T00:19Z 16.2K followers, [---] engagements "@PSworldwide13 So if $bir dry if $arx wet" [X Link](https://x.com/RazorOil/status/1678922091649994754) 2023-07-12T00:19Z 15.8K followers, [---] engagements "@lnagy17 $yup" [X Link](https://x.com/RazorOil/status/1684698805395206144) 2023-07-27T22:54Z 17.9K followers, [---] engagements "Feeling cute. Going to cover MEG Energy $MEG.TO Q2 [----] and more specifically cover their core asset Christina Lake today 5PM EST via Twitter/YouTube Live #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1685741946155986944) 2023-07-30T19:59Z 15.7K followers, 12.4K engagements "Meg Energy Q2 [----] Analysis Comparisons AER presentation Q2 Earnings $MEG.TO #SAGD #Thermal_is_King #Oil_investing #COM https://x.com/i/broadcasts/1PlJQpDYWyVGE https://x.com/i/broadcasts/1PlJQpDYWyVGE" [X Link](https://x.com/RazorOil/status/1685757106530439168) 2023-07-30T20:59Z 15.7K followers, [----] engagements "@Merlice1 Solid math here in q2 [----] they generated $2.2 FCF in just one quarter so if we have higher prices this name ππ" [X Link](https://x.com/RazorOil/status/1688982413236748288) 2023-08-08T18:36Z 18.4K followers, [--] engagements "WCS=$67 suggesting some thermal companies trading at EV/R=2 and 25% FCF yield today Not tomorrow not next year.Today #COM π«’π«‘πͺ" [X Link](https://x.com/RazorOil/status/1689331009903538178) 2023-08-09T17:41Z 15.5K followers, 10.4K engagements "Hey friends follow me on YouTube at to watch the upcoming coverage of Arc Resources $ARX.TO and why Warren Buffett invested in $OXY on faster Playback speed as i could be a little slow when I talk haha π #COM π«‘πͺ https://youtube.com/@RazorOil https://youtube.com/@RazorOil" [X Link](https://x.com/RazorOil/status/1689457375567400960) 2023-08-10T02:03Z 14.6K followers, [----] engagements "ARC Resources Comprehensive overview Q2 [----] Results and Investor Presentation by #TeamTerry $ARX.TO #COM" [X Link](https://x.com/RazorOil/status/1689758427734753281) 2023-08-10T21:59Z 15.8K followers, [----] engagements "@chigrl To the untrained eye $1.2B sounds like a lot of money but just a friendly reminder that $OXY had $1B in free cash flow in Q2 this year only and $1.7B in free cash flow in Q1π«‘" [X Link](https://x.com/RazorOil/status/1689970242116882434) 2023-08-11T12:01Z 15.8K followers, [----] engagements "Twitter speculator on $OXY getting $1.2B from US government for carbon capture be like : See Thats why Warren Buffett invested Told you Meanwhile me realizing that to the untrained eye $1.2B sounds like a lot of money but just a friendly reminder that $OXY had $1B in free cash flow in Q2 this year only and $1.7B in free cash flow in Q1and perhaps Buffett was buying cuz he was BUYING THE DIP #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1689978107065970688) 2023-08-11T12:32Z 14.5K followers, 17.9K engagements "@Gugo907 This makes a lot of sense and the majority of ppl that still dont get it soon will" [X Link](https://x.com/RazorOil/status/1690385011571355649) 2023-08-12T15:29Z 18K followers, [---] engagements "Fun fact: both imperial $IMO.TO and crescent point $CPG.TO have roughly $3B in debt one companys market cap is $43B fully unhedged others market cap $6B and 25% hedged. Please correct me if Im wrong. So who will outperform if oil prices go higher #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1690480668164366336) 2023-08-12T21:49Z 16K followers, 11.4K engagements "Today on YouTube/Twitter live we will focus on ExxonMobil $XOM child company that nobody talks about. Imperial Oil $IMO.TO We will compare the companys relative performance share critical info about the company share Q2 results in detail and listen to their [----] Investors" [X Link](https://x.com/RazorOil/status/1690794510664839168) 2023-08-13T18:36Z 18.8K followers, [--] engagements "The ExxonMobil $XOM child company nobody talks about Imperial Oil $IMO.TO Q2 review #COM https://twitter.com/i/broadcasts/1rmxPkoNPaVJN https://twitter.com/i/broadcasts/1rmxPkoNPaVJN" [X Link](https://x.com/RazorOil/status/1690800309831159808) 2023-08-13T18:59Z 14.5K followers, [----] engagements "For faster Playback speed βΊ The ExxonMobil $XOM child company nobody talks about Imperial Oil $IMO. via @YouTube #COM π«‘πͺ https://www.youtube.com/live/EF3yPBxsNTUfeature=share https://www.youtube.com/live/EF3yPBxsNTUfeature=share" [X Link](https://x.com/RazorOil/status/1690827995697786880) 2023-08-13T20:49Z 14.4K followers, [----] engagements "They will never understand who we are and its ok. #energyislife #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1691269201737216000) 2023-08-15T02:02Z 16K followers, [----] engagements "Cost of supply $40 WTI current FCF yields 10% capital expenditure program at $4k/bbl annually thermal assets selling for $60k/flowing crude+SPR+products stocks at [--] yr low with US estimated products demand at 21.6k bbl/dbut we go down cuz China But what if tomorrow we have a QE announcement from China Not baked-in in the price#COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1692023100203061723) 2023-08-17T03:58Z 16K followers, [----] engagements "@RealPeterLinder @Josh_Young_1 @123bbd @Nick_duCat @WhiteTundraSG @sohaibab9 @BubleQe @InvestInOnG @ValueNotDeadYet @z_or_zee Peter serious question have you ever seen a company getting acquired and going down 10% on the news" [X Link](https://x.com/RazorOil/status/1692935318088147179) 2023-08-19T16:23Z 15.5K followers, [---] engagements "Getting ready to speak in-front of 100+ lawyers on the topic of neurodiversity and my book Apollo Autism in hope to advance a more accepting and happier tomorrow. #COM π«‘πͺ" [X Link](https://x.com/anyuser/status/1694043017181806741) 2023-08-22T17:45Z 21.5K followers, [----] engagements "A thought provoking exercise. There is no alternative to refined products such as asphalts lubs diesel for heavy duty machinery kerosene for jet fuel not that we can just attach a battery to an aircraft β and fly across oceans right but what happens to the PRICE of naphthas or gasoline in a perfect world of 100% electric vehicles utilization Ill tell you what happens. Gasoline becomes a byproduct that would have minimal demand right Therefore the PRICE for this byproduct would have to decline correct And therefore it will become a cheaper alternative for consumers which means higher DEMAND" [X Link](https://x.com/anyuser/status/1694656499354911031) 2023-08-24T10:22Z 21.5K followers, 24.7K engagements "@damienhocking Reading a paper now that has the table with the parameters thx tho π«‘" [X Link](https://x.com/RazorOil/status/1694724745609322838) 2023-08-24T14:54Z 16K followers, [---] engagements "There was one key word that Eric said when talking about one of his top picks on market call. This word is OPTIONALITY. Having options to do whatever you want. The ability to CHOOSE what you want to do while being in a net cash position having [--] yrs of reserve life index [---] years proved & 2P low cost of supply minimal geology risk yielding 19% FCF at $80 oil. Huge tax pools minimal government royalties until [----]. Management brains finally free of stress Focusing on MANUFACTURING oil. This is not normal. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1695103060895514969) 2023-08-25T15:57Z 16K followers, 13.7K engagements "Want to know why SOR sometimes increases but the oil rate is not and then boom π₯ significant production for months/years example: Athabasca Cenovus or MEG new padsThe circulation phase is when initially steam is being injected in both injector and producer for roughly three months with the goal to transfer sufficient heat to establish communication between the wells essentially mobilizing the roughly [--] meter region. Once the communication is established vertical chamber development is taking place as oil production rate continues to increase until the vertical section is drained this could" [X Link](https://x.com/anyuser/status/1695452353519030324) 2023-08-26T15:05Z [--] followers, [----] engagements "I was asked; How does one know how much original oil in place in a SAGD recovery scheme reservoir and associated production Assuming dimensions of 50X1000X30=1.5mm m3 volume. Multiply this by 30% assuming [---] porosity = [------] m3 with lets say 80% oil saturation we get =360000 m3 convert to barrels we get 2.2mm bbl estimate 70% recovery factor we get 1.5mm bbl resulting in assumed avg. oil rate of [---] bbl/d we get roughly [--] years of continues recovery with minimal decline. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1696146089215447104) 2023-08-28T13:01Z 19.1K followers, 12.5K engagements "How do you get a hockey puck π to flow from [---] m/1300 ft underground to surface You melt it.The viscosity of bitumen oil in reservoir conditions could be as high as [--] million cP basically a hockey puckSo how to economically produce it to surface By injecting steam the heat gets transferred and reduces the viscosity of bitumen to olive oilπ« type of viscosity under [---] cP. prior to that tho the oil becomes mobile at about 70c or so and it flows by gravity like maple syrup π at these conditions #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1696303726842331255) 2023-08-28T23:28Z 14.6K followers, 11.1K engagements "Why the oil rate in thermal recovery schemes doesnt decline for years WAIT No DECLINE Its because the pay could be as high as [--] meters and the wellbores diameter roughly [--] inchesso continues steam injection results in further heat transfer to upper/newer oil saturated layers with the outcome of steam chamber growth and steady oil production. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1697604402578919778) 2023-09-01T13:36Z 14.6K followers, [----] engagements "@trend_bullish Not sure how it happens unless oil is going to the moon or multiple expansions" [X Link](https://x.com/RazorOil/status/1699121266308047213) 2023-09-05T18:04Z 14.6K followers, [---] engagements "@WEEDLFG @amcmoasss Its a business that roughly spends as much as it makes while generating negative free cash flow and creates a challenging investing thesis with the $4B in debt overhang despite likely having a great quarter due to Barbie/Oppenheimer" [X Link](https://x.com/RazorOil/status/1699412199356444926) 2023-09-06T13:20Z 17.9K followers, [--] engagements "Why CO2 storage is such a challenging exercise On π CO2 loves remaining in vapour phase This could be explained via the Vapour pressure curve below. Take a look at the brown line. At [---] mPa ( atmospheric pressure) CO2 needs to be cooler than [---] C to be liquified otherwise it will stay in gaseous phase. At [--] C the pressure of [---] mPa is required to liquify CO2 which is over [--] times the pressure in your car tires π. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1700157085504147702) 2023-09-08T14:40Z 15.7K followers, [----] engagements "Natural gas is 85% hydrocarbon METHANE Now look at the YELLOW lineLiquified natural gas (LNG) is the liquid form of natural gas at cryogenic temperature of 256F (160C) so basically methanes vapour pressureπ€―When natural gas is turned into LNG its volume shrinks by a factor of approximately [---] This reduction in volume enables the gas to be transported economically over long distances. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1700520559719936165) 2023-09-09T14:44Z 15.6K followers, 23.3K engagements "How to understand STEAM conditions in thermal recoveries Look at the blue graph on the far rightwater boils at 99.97C (211.95F) under standard pressure at sea level at roughly [---] mPa but at 93.4C (200.1F) at [----] metres (6250ft) altitude because of lower pressureFor a given pressure different liquids will boil at different temperatures. For SAGD at the pressure of [---] mPa steam needs to be injected at 200C so it can grow the chamber and transfer its heat to reduce the viscosity of oil to flow downwards by gravity. Thus the name : steam assisted gravity drainage (SAGD) #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1700916625564954830) 2023-09-10T16:58Z 15.5K followers, [----] engagements "@Amena__Bakr Hey Amena I did a video on the topic between 2011-2014 oil prices were around $100 with minimal impact on the US consumer but back then interest rates were low perhaps you could see something of value in the video as I covered a lot of ground especially the Oil Glut strategy" [X Link](https://x.com/RazorOil/status/1701103267714134471) 2023-09-11T05:19Z 16K followers, [--] engagements "Recently I saw a post that somehow the SPR will collapse if drained; perhaps the author referred to geomechanical risk related to caverns collapsingbut What if I told you that the US Strategic Petroleum Reserve (SPR) comprises of [--] STANDALONE salt-dome storage caverns located at FOUR different sites in Texas and Louisiana with each cavern storing roughly [----] million barrels Very little chance of these caverns failing simultaneously especially when they are being pressurize at all times with brineit seems like most think SPR is one giant hole underground that will just collapse if drained" [X Link](https://x.com/anyuser/status/1701250887778492896) 2023-09-11T15:06Z 21.5K followers, 47.9K engagements "In the image we can see the LARGEST Strategic Petroleum Reserve (SPR) in .the granddaddy πBryan Mound site with [--] caverns ; storage capacity of 235mm bbl π’You will notice that the caverns have larger tops πͺ.this is by design So its easier to drain any future oil drawdowns as raw water injected to remove the oil. But why the cavern shapes are so different This is because the salt thats removed initially ( when the caverns created) dissolves differently due to local heterogeneities and dissolution rates thus the differentiation in the shapes. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1701935467078537715) 2023-09-13T12:26Z 15.5K followers, 10.8K engagements "The FCF is real friends. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1702342499732443374) 2023-09-14T15:24Z 15.9K followers, [----] engagements "A company sells [----] boe/d (45% Liquids) of light oil for $160 million in cash and YET expects its annual production to be WITHIN previous guidance of [-----] [-----] boe/d. Question: how is this possible that the guidance remains the same Answer: The recent ramp-up of the five new sustaining well pairs at their SAGD ( heavy oil ) pad resulted in increasing production over time as the steam chambers develop as seen below with NO DECLINE for at least a couple of years. The economics for the pad also provided with $48MM in capital able to achieve [----] bbl/d.So selling light [----] boe/d for $160MM" [X Link](https://x.com/RazorOil/status/1702692198251471022) 2023-09-15T14:33Z 16.2K followers, 15.2K engagements "@KeflonDon Fundamentally missed the point of the twit.its ok tho" [X Link](https://x.com/RazorOil/status/1702701884878835822) 2023-09-15T15:12Z 14.6K followers, [---] engagements "@Blair_j_kennedy @mg10012 Also I want you to know I know you are now via LinkedIn Blair. This language will not help you to get a job and now you have a guy in the sector with a screenshot of how you talked to me" [X Link](https://x.com/RazorOil/status/1703419737529827467) 2023-09-17T14:44Z 15.8K followers, [--] engagements "@ysteve747 @BubleQe @TheFreeCashFlow Rich is on a mission lots of casualties and I assume it will impact the business as many of these ppl had 20+ yrs experience; hard to replace and not just IT lots of technical ppl too π’" [X Link](https://x.com/RazorOil/status/1703431625248567748) 2023-09-17T15:32Z 15.6K followers, [---] engagements "Is this one of those days Feels like something is in the airasking for a friend #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1704121434350772535) 2023-09-19T13:13Z 15.5K followers, 13.3K engagements "Hydrocarbons like bitumen and other heavy oils are typically too dense to flow on major export pipelines. For example bitumen produced in the oil sands has a density of about [----] kg/m3 while the maximum density of crude oil allowed on pipelines such as Trans Mountain Keystone and the Enbridge Mainline is [---] kg/m3. Bitumen and other heavy oils are often diluted with lighter hydrocarbons to create diluted bitumen with lower density. #COM π«‘πͺ" [X Link](https://x.com/anyuser/status/1705213068148707339) 2023-09-22T13:30Z 21.5K followers, 29.6K engagements "Leismer entire asset oil production increased by 20% in 3-4 months into $90 oil. I love it when a plan comes together #COM π«‘πͺ Athabasca Oil Leismer (SAGD) [-----] $ath.to #com #oott #oilandgas #oilsands #alberta #stocks https://t.co/FF2XMioke3 Athabasca Oil Leismer (SAGD) [-----] $ath.to #com #oott #oilandgas #oilsands #alberta #stocks https://t.co/FF2XMioke3" [X Link](https://x.com/RazorOil/status/1705572325436080407) 2023-09-23T13:18Z 14.6K followers, [----] engagements "Breaking News : Meg Energy $meg.to veteran ex VP subsurface and operations joins Athabasca Oil $ath.to as Director of Thermal Operations. This is super exciting news in bringing Leismer SOR closer to [---] and improving cost of supply. I met the gentleman at a media event where the Feds and Alberta government announced collaboration and support for our projects.I am sure he will do an amazing job. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1705687070872932769) 2023-09-23T20:54Z 16.2K followers, [----] engagements "Extra heavy oil aka bitumen classified as API [--] and heavy oil 10API22. Please see the reserve table indicating in which region of the world the various crudes are located. While South America has 60% of the heavy oils North America has 80% of the extra heavies with all" [X Link](https://x.com/RazorOil/status/1705960739327049931) 2023-09-24T15:01Z 16.5K followers, [--] engagements "Im not political but its a tough day for me as a Canadian. Im paying taxes to the guys that applauded a guy that killed my ancestorsin millionsAnd yet somehow my grandparents survived and we are here Baruch ata Adonai Eloheinu Melech haolam" [X Link](https://x.com/anyuser/status/1706079462352400485) 2023-09-24T22:53Z 21.5K followers, 23.6K engagements "Relative permeability is an important parameter for estimating the flow of reservoir fluids. In one of the curves one could see relative permeability to oil with respect to water saturation. Relative permeability to oil (Kro) gas (Krg) or water (Krw) is the ratio of effective permeability of oil gas or water to absolute permeability. Relative permeability can be expressed as a number between [--] and [---] or as a percent. Pore type and formation wettability affect relative permeability. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1707011106953449899) 2023-09-27T12:35Z 15.8K followers, [----] engagements "Supply demand is killing me (And I) I must confess I still believe (Still believe) When gas is high I lose my mind Give me SPR Hit me baby one more time. #justdoit #takeittozero #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1707770652957245494) 2023-09-29T14:53Z 15.6K followers, [----] engagements "@trend_bullish Is this a good one" [X Link](https://x.com/RazorOil/status/1707920780531753452) 2023-09-30T00:50Z 16K followers, [---] engagements "Over 90% of the worlds heavy oil and oil sands are deposited in Canada and Venezuela. Up to 90% of Canadas estimated reserves could be recovered by in-situ operations and 10% by surface mining. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1708105970382250326) 2023-09-30T13:06Z 14.6K followers, [----] engagements "@Gugo907 this was a [----] story for $hwx.to not sure what it was prior to the marten hills acquisition π€" [X Link](https://x.com/RazorOil/status/1708269231098532262) 2023-09-30T23:54Z 15.8K followers, [---] engagements "It is now practical to regard the bitumen content of the bituminous sands as a crude oil and therefore a potential motor fuel Dr. Karl Clark [----] invented the process separating oil from sand using hot water and chemical reactions π¨π¬#COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1708291583630778472) 2023-10-01T01:23Z 14.6K followers, [----] engagements "The province of Alberta has most of the world's bitumen π’reserves in huge deposits covering [------] square kilometres (55000sqmi) an area larger than England π΄ or New York state. These bituminous sands contain 166B barrels (26.4B m3) of commercially established oil reserves giving Canada the π₯largest oil reserves in the world. The oil and water are saturated in the sand and most commonly there is about 80% oil saturation and 20% water saturation with oil and water having very similar densities which is unlike any other oils in the π #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1708481165685055514) 2023-10-01T13:57Z 16.3K followers, 23K engagements "I was reviewing some slide decks just now and noticed that when it comes to oil sands crown royalties in Alberta there is a $15/bbl π€― incremental royalty burden in post-payout status. Anybody can confirm if true Thx π #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1708514639041220933) 2023-10-01T16:10Z 16K followers, 15.8K engagements "@BladeHawk8 Whats your guess" [X Link](https://x.com/RazorOil/status/1708546174054285601) 2023-10-01T18:15Z 15.7K followers, [---] engagements "@BladeHawk8 Its about $40" [X Link](https://x.com/RazorOil/status/1708547397989904578) 2023-10-01T18:20Z 15.9K followers, [---] engagements "@LichtmanSamuel Tfsa is a powerful account for retirement to supplement rrsp meltdown and in a way make sure one is always at a low tax bracket" [X Link](https://x.com/RazorOil/status/1708614164833574919) 2023-10-01T22:45Z 15.8K followers, [--] engagements "@ManitobaCanuck @sohaibab9 @Ralston727 @NuggetCapital @ManitobaCanuck bro whats the status on those Reits that you liked Still in Watched market call with a reit guy he looked like he wanted to cry π" [X Link](https://x.com/RazorOil/status/1708616963008987634) 2023-10-01T22:56Z 14.6K followers, [---] engagements "@ManitobaCanuck @sohaibab9 @Ralston727 @NuggetCapital Thx for the update bro much respect timing the markets sux" [X Link](https://x.com/RazorOil/status/1708630887624298901) 2023-10-01T23:52Z 16K followers, [---] engagements "@ttweet15 @garquake Cmon you are the one mentioning the warrants. Share the numbers with the community" [X Link](https://x.com/RazorOil/status/1708930819224703355) 2023-10-02T19:43Z 18.5K followers, [--] engagements "Our emotional response to PAIN ( losing money in stocks) is VERY different from our response to GAIN (making money in stocks). As humans we will ALWAYS feel more emotional response to pain vs. gain. Also the incremental response to both decays as the emotion persists. The key is knowing what you own and embracing the shake. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1709566757395198172) 2023-10-04T13:50Z 14.6K followers, [----] engagements "Nothing changed. Our camp ( me) remains bullish on low cost of supplyminimal or no debt/net cashlow decline no taxes/large tax pools minimal royalties75% FCF to investors [--] years in 1P reservesWCS exposure heavy oil/ bitumen plays. You cant lose if you win. Now if you scared its ok This game is not for everyone but IT IS for someone. #LFG #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1709599417563791645) 2023-10-04T16:00Z 16.2K followers, [----] engagements "@BubleQe @TotalEnergies Good luck to them" [X Link](https://x.com/RazorOil/status/1709694441282551849) 2023-10-04T22:18Z 14.6K followers, [---] engagements "Guys you realize whats happening here right Instead of complaining about EIA one must accept reality and just sit on your hands #COM π«‘πͺ I reiterate this weeks EIA print for gasoline demand is upstream of dispensers. With wholesale #gasprices actively dropping significantly station owners are holding off on buying a full tanker of gasoline. Since thats what EIA captures it shows in the low [--] million print. I reiterate this weeks EIA print for gasoline demand is upstream of dispensers. With wholesale #gasprices actively dropping significantly station owners are holding off on buying a full" [X Link](https://x.com/RazorOil/status/1709930359872467286) 2023-10-05T13:55Z 14.6K followers, [----] engagements "Hey yo my Chico friendsas you know I come from the gutter No Wall Street bro no But Kahneman said that confidence (often overconfidence on Spaces )that individuals have in their beliefs depends mostly on the quality of the story they can tell about what they see.even if they see very very littleya And I see some of you know little about certain topics.so dont listen to no one friends me included minimize biases friends and know what you own and whyβ€ to all #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1709996487994949963) 2023-10-05T18:18Z 15.9K followers, [----] engagements "Only 2% of United States oil production is API [--] or lower with density of [-----] kg/m3 or higher yet US is configured to refine mainly heavy oil. Thus most incremental prd from US likely to be exported to emerging markets while Canadian oil imports become a necessity. #COM π«‘πͺ" [X Link](https://x.com/anyuser/status/1710313844093112773) 2023-10-06T15:19Z 21.5K followers, 34K engagements "Happy long weekend and thanksgiving to all friends. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1710482565382238653) 2023-10-07T02:29Z 15.6K followers, [----] engagements "Eyal known as one of the most successful Israeli entrepreneurs sold his chipmaker Mellanox technologies company to Nvidiawas one of the first ppl in Israel to employ Palestinianswhat a loss.may she RIP #PaloAltoDad & fellow angel investor Eyal Waldman lost his youngest daughter (born & brought up in Palo Alto) at the music festival in Israel. He made sure to hire several Palestinian employees in his companies & treat them with respect kindness & radical equality w Israelis. In https://t.co/PEXbAJoc3f #PaloAltoDad & fellow angel investor Eyal Waldman lost his youngest daughter (born & brought" [X Link](https://x.com/RazorOil/status/1712258306784596208) 2023-10-12T00:06Z 14.6K followers, 11.1K engagements "@Gugo907 In declining oil prices+ inflationary environment for most of these companies dividends = liability.I was suggesting this concept mid [----] and not too many ppl supported this viewhopefully we see better returns for dividends paying companies. @jim_duffus @sohaibab9" [X Link](https://x.com/RazorOil/status/1713636603812593734) 2023-10-15T19:22Z 18.5K followers, [---] engagements "So tragic They threw a grenade on this brilliant human So sadAt the entrance of the Rehovot office of biotech company Amai Proteins hangs a death notice for Dr. Lilia Gurevich-Vasilkovsky. The head of the companys molecular biology department was murdered by Hamas terrorists at the Nova music festival near Kibbutz Reim. Only [--] years old and a recently divorced mother of six-year-old twins who had made significant effort to bring them into the world Lilia was not an ordinary person. π’ Am Israel Hai" [X Link](https://x.com/RazorOil/status/1714992735336464577) 2023-10-19T13:11Z 19K followers, 14.7K engagements "My observation is that the significant geopolitical upside risk is still not baked-in in the current oil prices.I expect significant volatility aka shake and bake with a quick path towards $100. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1715074555050619226) 2023-10-19T18:36Z 16.5K followers, [----] engagements "World oil production and consumption balance from EIA. Geopolitical risk is not baked-in in the current oil prices imho. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1715430300501856428) 2023-10-20T18:10Z 15.8K followers, [----] engagements "Meg Energy $MEG.TO Christina Lake no oil production decline at their asset for the past [--] years. Every turnaround event resulted in higher oil production rates the following quarter with no exception when it comes to the upcoming Q3. In Q2 the company reported [-----] bbl/d with flush production being realized when they report on Nov 6th I expect their production to be closer to [------] bbl/d which is what they reported in Q1. This could explain the recent strong stock performance with MC close to 8B CAD I truly believe this company trades much closer to its asset value and going forward its" [X Link](https://x.com/anyuser/status/1715777927684686242) 2023-10-21T17:11Z 21.5K followers, 41.6K engagements "@ArturoVandelayI Arthur you may recall the conversation over the past two years and what performed feels nice to get rewarded while sitting on my handsmore via $ath.to though" [X Link](https://x.com/RazorOil/status/1715886297032892522) 2023-10-22T00:22Z 18.4K followers, [---] engagements "Not sure why my Meg Energy $MEG.TO tweet went viral but thx for liking/sharing. Again not a recommendation friends Im not a financial advisor just an oil engineer that thinks the bankers dont fully understand the technical nuances of flush production in thermal recovery schemes. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1716202981266456856) 2023-10-22T21:20Z 15.7K followers, 17.5K engagements "@OHare888 @Raiders Whats raiders" [X Link](https://x.com/RazorOil/status/1716213008752582667) 2023-10-22T22:00Z 19.2K followers, [---] engagements "M&A FOMO activity next and by FOMO I mean induced/accelerated moves to secure assets of interest before others make their move #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1716433726090158510) 2023-10-23T12:37Z 19K followers, [----] engagements "Eat or be eaten m&a Monday $cvx #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1716445634021220659) 2023-10-23T13:25Z 19.2K followers, [----] engagements "@VanguardBrian @PSworldwide13 Agreed $ipco blackrod [-----] bbl/d shows us its better to acquire assets like Leismer for $2B while paying $1B for the asset and $1B for [--] yr future free cash flow versus building something for [--] years and producing at [----]. Whoever needs to find out will be finding out" [X Link](https://x.com/RazorOil/status/1716814330476507314) 2023-10-24T13:50Z 19.2K followers, [--] engagements "Feelin tired sitting on your hands Feelin FOMO and the need to do something tactical urgently Want to make strategic moves to outsmart the market and others and accelerate returns by trading lots thinking you super smart Good luck the actual game is called shake and bake thoughyou cant bake without the shake #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1716836709210722306) 2023-10-24T15:19Z 18.5K followers, [----] engagements "Christina Lake. To the east we have $MEG.TO to the south $CVE.TO but very few talk about Cenovuss Narrows Lake expansion plans north of the lake. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1717003262380138961) 2023-10-25T02:20Z 18.8K followers, [----] engagements "Between Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today oil production increased by 2.7% #COMπ«‘πͺ" [X Link](https://x.com/anyuser/status/1717992819074490504) 2023-10-27T19:53Z 21.5K followers, 17K engagements "Overconfident oil shorts ignoring geopolitical risk just as tanks enter Gaza be like #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1718062593296810354) 2023-10-28T00:30Z 18.6K followers, [----] engagements "A thought provoking exercise. There is no alternative to refined products such as asphalts lubs diesel for heavy duty machinery kerosene for jet fuel not that we can just attach a battery to an aircraft β and fly across oceans right but what happens to the PRICE of naphthas or gasoline in a perfect world of 100% electric vehicles utilization Ill tell you what happens. Gasoline becomes a byproduct that would have minimal demand right Therefore the PRICE for this byproduct would have to decline correct And therefore it will become a cheaper alternative for consumers which means higher DEMAND" [X Link](https://x.com/anyuser/status/1718260562373881884) 2023-10-28T13:36Z 21.5K followers, 36.1K engagements "How does one know how much original oil in place (OOIP) in a SAGD reservoir and the associated oil production rate Assuming dimensions of 50X1000X30=1.5mm m3 volume. Multiply this by 30% assuming [---] porosity = [------] m3 with lets say 80% oil saturation we get =360000 m3 convert to barrels we get 2.2mm bbl estimate 70% recovery factor we get 1.5mm bbl resulting in assumed avg. oil rate of [---] bbl/d we get roughly [--] years of continues recovery with minimal decline. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1718638496439742959) 2023-10-29T14:38Z 17.9K followers, 10.2K engagements "Whats happening here #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1719365103597064614) 2023-10-31T14:45Z 18.7K followers, 10.4K engagements "ATHA wow what a company what a story. One day I should write a book about this.#COM π«‘πͺ" [X Link](https://x.com/anyuser/status/1719717172459778546) 2023-11-01T14:04Z 21.5K followers, 21.3K engagements "$CVE.TO $2.4B in FCF while $CNQ.TO $2.7B in FCF in one quarter wow Market Cap for $CVE.TO $50B for $CNQ.TO $98B.when you see it you cant unsee it. Not a recommendation. #COM π«‘πͺ" [X Link](https://x.com/anyuser/status/1720027070464684416) 2023-11-02T10:36Z 21.5K followers, 26.8K engagements "New Oil and gas investors during Q3 earnings season realizing that the free cash flow is indeed real #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1720225299483566261) 2023-11-02T23:44Z 18.5K followers, [----] engagements "@visegrad24 Mickey Mouse army π€‘" [X Link](https://x.com/RazorOil/status/1720252769221898720) 2023-11-03T01:33Z 18.5K followers, [----] engagements "How to produce extra heavy oil (aka bitumen)hard as a hockey puck π [----] ft underground Via the SAGD recovery scheme Where Steam is being injected reduces the viscosity of oil and Assisting in Gravity Drainage. The condensed steam now water is then recycled. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1720863045734522923) 2023-11-04T17:58Z 18.5K followers, [----] engagements "@IlliniProgrammr @Feynman_19 There are kidnapped Americans in Gaza as well also speak for yourself this type of voices like yours were very common between 1939-1945 resulting in [--] million innocent ppl dead in concentration camps @timber001 @OHare888 any comments" [X Link](https://x.com/RazorOil/status/1720890442819281192) 2023-11-04T19:47Z 18.7K followers, [---] engagements "The US Strategic Petroleum Reserve (SPR) comprises of [--] salt-dome storage caverns located at four sites in Texas and Louisiana with each cavern storing roughly [----] million barrels. To develop the caverns injected water dissolves some of the salt in the deposit and cycled back up the well leaving a large caverns that the salt used to occupythis process is known as salt cavern leaching. The SPR comprises from four Storage Facilities: 1) Bryan Mound [---] caverns holding 235mm bbl π€― 2)Big Hill [---] caverns storing 156mm bbl 3) West Hackberry-22 caverns storing 201mm bbl 4) Bayou Choctaw -6" [X Link](https://x.com/RazorOil/status/1721167156371669234) 2023-11-05T14:06Z 18.5K followers, 10.4K engagements "FYI #COMπ«‘πͺ" [X Link](https://x.com/RazorOil/status/1721287919439433787) 2023-11-05T22:06Z 18.4K followers, [----] engagements "@PremierScottMoe I love this guy" [X Link](https://x.com/RazorOil/status/1721304768667431127) 2023-11-05T23:13Z 18.6K followers, [----] engagements "Imperial Oil going commercial on solvents. Here is some more background on solvents for those interested #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1721366897550389719) 2023-11-06T03:20Z 18.4K followers, 10.7K engagements "Generate significant FCF β Use it all to go debt free β Once debt free maintain low cost of supply (CoS) β Use any future cash flow to buyback shares especially when stock declinesβ the key element is: Low Cost of Supply (CoS) .sometimes it seems like one could lose but you cant lose if you winsorry #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1722052899642147151) 2023-11-08T00:46Z 18.1K followers, [----] engagements "Told you there is only one game in town and its called shake and bake #COM π€«πͺ" [X Link](https://x.com/RazorOil/status/1723047062772629906) 2023-11-10T18:36Z 16K followers, [----] engagements "Nice weekend to all friends. Shake and bake been wild but some of us are still here. The real key to making money in stocks is not to get scared out of them. Peter Lynch #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1723469813786587647) 2023-11-11T22:36Z 17.7K followers, [----] engagements "As somebody that works for a US super major I can tell you that things are not as bad or as good as one makes them to be most dont appreciate the concept of time optimizations and requirements for sustained production. Ppl get emotional and driven by biases. A lot will trade too much due to their emotions" [X Link](https://x.com/RazorOil/status/1723720923352887473) 2023-11-12T15:14Z 16.5K followers, [---] engagements "Award Winning Oil Engineer reviews Athabasca Oil Q3 Quarter [----] via @YouTube #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1723893032045683052) 2023-11-13T02:38Z 17.6K followers, 12.2K engagements "@NotFreeCashFlow Whats happening" [X Link](https://x.com/RazorOil/status/1724106872863756760) 2023-11-13T16:48Z 18.4K followers, [---] engagements "@KramerKarma1 What is this" [X Link](https://x.com/RazorOil/status/1724139719653757139) 2023-11-13T18:58Z 18.2K followers, [---] engagements "Generate significant FCF β Use it all to go debt free β Once debt free maintain low cost of supply (CoS) β Use any future cash flow to buyback shares especially when stock declinesβ the key element is: Low Cost of Supply (CoS) .sometimes it seems like one could lose but you cant lose if you winsorry #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1725194763589337523) 2023-11-16T16:50Z 15.9K followers, [----] engagements "@Gugo907 I'm fluent in Hebrew don't see anything from Israeli news reporting on this even worse yesterday Bibi said there will be full control of Israel over Gaza strip security going forward" [X Link](https://x.com/RazorOil/status/1726062442407760036) 2023-11-19T02:18Z 17.3K followers, [---] engagements "@Sheriooz 1) maintain higher subcool / liquid level while monitoring DTS 2) utilize ICDs inflow control to mitigate gas inflow 3) back pressure casing gas forcing steam condensation among other methods π«‘πͺ" [X Link](https://x.com/RazorOil/status/1726336632931099016) 2023-11-19T20:28Z 17.3K followers, [---] engagements "@trend_bullish @chigrl They do EOR- enhance oil recovery not carbon capture" [X Link](https://x.com/RazorOil/status/1726611133820473372) 2023-11-20T14:39Z 17.3K followers, [---] engagements "Huge congratulations to US which after four years achieved pre-covid highs when it comes to crude oil production. Quick reminder that between Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today roughly the same. #COMπ«‘πͺ" [X Link](https://x.com/RazorOil/status/1727413249510182996) 2023-11-22T19:46Z 16.7K followers, 19.4K engagements "These are some good picks I was teaching all cve foster creek/Christina lake (CL)reservoir engineers between 2011-2014 on how to model/optimize the asset via reservoir simulations as we were growing ( proud of this experience) more of an athabasca fan though as some of their geology seems to be better than CL dont know if common knowledge ; cheers π«‘πͺ" [X Link](https://x.com/RazorOil/status/1727863087867548043) 2023-11-24T01:33Z 15.5K followers, [---] engagements "For some geologies carbon dioxide is injected as part of the enhanced oil recovery (EOR) scheme. Enhanced oil recovery helps to mobilize oil and gas in underground hydrocarbon reservoirs while increasing production. Below is a reservoir simulation model that visualizes cumulative oil drainage and oil saturation in-situ as CO2 being injected. In October [----] Cenovus (formerly Pan Canadian Encana) began injecting significant amounts of carbon dioxide into the Weyburn field in order to boost oil production. Cenovus was the operator prior to the sale of the asset to Whitecap in [----]. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1728039881476370709) 2023-11-24T13:16Z 16.6K followers, [----] engagements "You cant lose if you win friends #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1728191992465862936) 2023-11-24T23:20Z 17K followers, [----] engagements "Happy weekend to all friends Special shoutout to all oil and gas field workers that provide us with secure and safe energy #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1728194819057721834) 2023-11-24T23:32Z 16.7K followers, [----] engagements "Observation: I see more and more ppl using the word SAGD on TV and on this platform. Ppl seem to share more thoughts related to SAGD optimization and share more details related to thermal recovery schemes. I think its great and I love it. #missionaccomplished #education #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1728949344186023982) 2023-11-27T01:30Z 16.4K followers, [----] engagements "@AssetTraveller @ColinCa92604304 @BubleQe @PSworldwide13 @timber001 Its not like that at all bro thats why I make these videos so ppl stop comparing uncomperable things thats how dudes get piped π" [X Link](https://x.com/RazorOil/status/1729339689403105630) 2023-11-28T03:21Z 16.9K followers, [---] engagements "Timing the market geniuses oil bears π» and technicians feeling super happy for being right about WTI going from $120 to $75 and OPEC volatility not realizing many #COM dudes invested in low cost of supply CoS companies making money at $45 WTI and up 1000% since [----] and 25% in [----] #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1729494308091490393) 2023-11-28T13:35Z 16.6K followers, [----] engagements "I survived the OPEC mtg delay story oil crash Nov 28th 8:15-9:15 AM EST. Well done market timers well done. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1729506490073878609) 2023-11-28T14:24Z 16.6K followers, [----] engagements "Mental exercise: if a low cost of supply oil company produces [-----] bbl/d and gets only $8 USD in netbacks it will still yield 6% in FCF yield. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1729924614858666220) 2023-11-29T18:05Z 16.2K followers, [----] engagements "Wild shake and bake #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1730281940518105226) 2023-11-30T17:45Z 16.3K followers, [----] engagements "Largest position up 45% since this tweet. In the context of stock market volatility: What has been is what will be and what has been done is what will be done and there is nothing new under the sun. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1730661692173152620) 2023-12-01T18:54Z 16.6K followers, [----] engagements "1% of the shares cancelled in [--] month. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1730714467137388991) 2023-12-01T22:24Z 16.3K followers, 12.2K engagements "@Craig38773421 Ya exactly so at least [--] quarters of adjusted funds flow gone just to that considering higher prices just something to consider dont want to fear monger" [X Link](https://x.com/RazorOil/status/1731066397030248564) 2023-12-02T21:42Z 16.6K followers, [---] engagements "2024 π’investing strategy #COMπ«‘πͺ" [X Link](https://x.com/RazorOil/status/1731151304100323772) 2023-12-03T03:20Z 16.1K followers, [----] engagements "@jim_duffus Annual performance for most of these looks like this on a [--] year chartI believe market timing trade off one makes is with their mental health" [X Link](https://x.com/RazorOil/status/1731393035924275323) 2023-12-03T19:20Z 16.5K followers, [---] engagements "We also have every reason to believe that these attacks while launched by the Houthis in Yemen are fully enabled by IRAN The United States will consider all appropriate responses in full coordination with its international allies and partners. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1731435735147020744) 2023-12-03T22:10Z 16.4K followers, [----] engagements "@SSorenson1990 The challenge there is that the Iran oil goes straight to China" [X Link](https://x.com/RazorOil/status/1731496690694398180) 2023-12-04T02:12Z 16.6K followers, [--] engagements "The US Strategic Petroleum Reserve (SPR) could be slowly refilled with no issues as it comprises of [--] STANDALONE salt-dome storage caverns located at FOUR different sites in Texas and Louisiana with each cavern storing roughly [----] million barrels. Very little chance of these caverns failing simultaneously especially when they are being pressurize at all times with brineit seems like most think SPR is one giant hole underground that will just collapse if drained or refilled #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1731672594120909307) 2023-12-04T13:51Z 16K followers, 12.7K engagements "People have extremely short memories. Last year we saw almost precisely the same thing. WTI dropped exactly the same and recovered to $80 by new year. Crude commercial stockpiles also increased significantly from 420mmbbls to 440mmbbls and dropped back towards new year as prices recovered. Something similar was seen in Dec [--] whats unique this time is the super bearish positioning by traders. Demand was down slightly more than Nov [--] and Nov [--] but still within the normal standard deviation. Not scared Mr .Market I know what I own.Please share if you see other data that contradicts whats" [X Link](https://x.com/anyuser/status/1731818607607497019) 2023-12-04T23:31Z 21.5K followers, 34.4K engagements "@PermianExpat @trend_bullish I think the Saudis want to collaborate with others and manage the oil market. They were emotional before in [----] and everybody involved and uninvolved got hurtfew made money in oil 2015-2021" [X Link](https://x.com/RazorOil/status/1731865881440141546) 2023-12-05T02:39Z 16.3K followers, [---] engagements "API Gravity is an arbitrary scale expressing the gravity or density of liquid petroleum products. The measuring scale is calibrated in terms of degrees APIThe higher the API gravity the lighter the compound. Light crudes generally exceed [--] degrees API and heavy crudes are commonly labeled as all crudes with an API gravity of [--] degrees or below. Intermediate crudes fall in the range of [--] degrees to [--] degrees API gravity. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1732014554971083226) 2023-12-05T12:30Z 16.3K followers, [----] engagements "Generate significant FCF β Use it all to go debt free or net cash β Once debt free maintain low cost of supply (CoS) β Use any future free cash flow( regardless how big or small) to buyback shares especially when stock declinesβ the key element is: Low Cost of Supply (CoS) .sometimes it seems like one could lose but you cant lose if you win. For me is not market timing but time in the market. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1732480364604780758) 2023-12-06T19:21Z 15.8K followers, [----] engagements "Oil going lower or higher based on this handshake Asking for a friend. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1732487446775165427) 2023-12-06T19:49Z 16K followers, 20.5K engagements "@fumoney2016 70%" [X Link](https://x.com/RazorOil/status/1732578501507923975) 2023-12-07T01:51Z 16.4K followers, [---] engagements "Weve been here beforethis is NO joke Venezuela ALREADY owes some US oil producers Billions of dollars post international arbitration awards against the Venezuelan state and PdVSA over the seizure of its oil projects. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1732751252398932143) 2023-12-07T13:17Z 16.3K followers, 16.2K engagements "Any guesses whats being simulated here Hint: Its not SAGD and CO2 is being injected#COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1733108492800848300) 2023-12-08T12:57Z 16.3K followers, [----] engagements "@Josh_Young_1 Wish all happy Hanukkah π" [X Link](https://x.com/RazorOil/status/1733299792753914225) 2023-12-09T01:37Z 16.2K followers, [---] engagements "What shake and bake volatility felt like last weekand yet would like to reiterate last year we saw almost precisely the same thing. WTI dropped exactly the same and recovered to $80 by new year. Crude commercial stockpiles also increased significantly from 420mmbbls to 440mmbbls and dropped back towards new year as prices recovered. Something similar was seen in Dec [--] whats unique this time is the super bearish positioning by traders. Demand was down slightly more than Nov [--] and Nov [--] but still within the normal standard deviation. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1733528106814849391) 2023-12-09T16:44Z 16.1K followers, [----] engagements "This is me at Beer-sauna in Prague exactly a year ago. The narrative back then was that Prague and Europe and general would freeze π₯Ά mainly due to Russian natural gas supply issues. That was the narrative in late [----] and we all know how that unfolded. I think its important to be mindful that sometimes the narrative doesnt reflect reality. This is how I feel holistically about oil prices right now. #bullish #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1733551545101512991) 2023-12-09T18:17Z 16.3K followers, [---] engagements "@AssetTraveller Prague didnt freeze last yearas you can see" [X Link](https://x.com/RazorOil/status/1733551819404771605) 2023-12-09T18:18Z 16.3K followers, [--] engagements "This is me at Beer-sauna in Prague exactly a year ago. The narrative back then was that Prague and Europe in general would freeze π₯Ά mainly due to Russian natural gas supply issues. That was the narrative in late [----] and we all know how that unfolded. I think its important to be mindful that sometimes the narrative doesnt reflect reality. This is how I feel holistically about oil prices right now. #bullish #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1733552587360903358) 2023-12-09T18:21Z 15.9K followers, [----] engagements "Im not into predicting the future/ forecasting but there is one thing Im confident about [----] we will see big E&P M&As. Speculative guess that Suncor Cenovus and Whitecap will acquireπ€ #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734188387756851390) 2023-12-11T12:28Z 16.2K followers, 13.5K engagements "Observation: some oil names with little gas production sold off at roughly 50% of the average daily volume. In other words there is very little trading activity and likely overreactionary nervous retail traders creating unnecessary volatility. This is opposed to gassy names that seeing selling way above the average daily volume. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734301611080741218) 2023-12-11T19:58Z 15.8K followers, [----] engagements "$tou.to #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734337190870880435) 2023-12-11T22:19Z 16.2K followers, [----] engagements "@NuggetCapital We cannot talk about bagholding $pipe anymore or buying reits at the top so the community is indeed encouraged to discuss these topics. π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734337494379057344) 2023-12-11T22:20Z 16.2K followers, [---] engagements "@NuggetCapital Right" [X Link](https://x.com/RazorOil/status/1734340504949842043) 2023-12-11T22:32Z 16.1K followers, [---] engagements "SAGD thermal oil producing companies shouldnt be looked at as exploration and production (e&p) companies but as oil MANUFACTURING companies. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734588079044977065) 2023-12-12T14:56Z 15.8K followers, [----] engagements "Now ask yourself if you are a CEO of an oil and/or gas company do you get more aggressive here on your budget/ capital expenditure program for [----] or more defensive Price volatility/ instability has consequences. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734641437575172326) 2023-12-12T18:28Z 15.7K followers, [----] engagements "ExxonMobil is one of the world's largest publicly traded international oil and gas companies. For the first [--] months in [----] Exxon produced on average 3.7mm boe/d. For the first [--] months in [----] Exxon produced on average 3.7mm boe/d worldwide. Just something to think about in the context of irresponsible production growth narrative we hear on X/Twitter. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734688933479620784) 2023-12-12T21:37Z 15.5K followers, 14K engagements "As discussed at some spaces last week we are moving in a healthy standard deviation range for the US oil demand. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1734964620157477304) 2023-12-13T15:52Z 16.2K followers, [----] engagements "Friends any thoughts on this newly formed partnership thx #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1735086377417703529) 2023-12-13T23:56Z 15.7K followers, 23.3K engagements "Where were you on April [--]. [----] Oils worst day ever as US oil finished at NEGATIVE $37 marking the only time it has gone below zero since oil futures began trading on NYMEX in [----]. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1735283709149057024) 2023-12-14T13:00Z 16.2K followers, [----] engagements "What stops @ABDanielleSmith from curtailing production considering the recent TMX issues #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1735455554389328218) 2023-12-15T00:23Z 15.9K followers, [----] engagements "@Tablesalt13 @ReezusReezvi Not in YYC π«‘πͺ" [X Link](https://x.com/RazorOil/status/1736202903927620067) 2023-12-17T01:53Z 16.1K followers, [----] engagements "@JeremyMcCreaCFA Precisely Always chasing and always making cash flow assumptions on strip that often never the actual numberπ«‘πͺ" [X Link](https://x.com/RazorOil/status/1736396883290185943) 2023-12-17T14:44Z 16.2K followers, [---] engagements "Russia eyes additional oil export cuts of about [-----] bpd in December - Novak says Reuters #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1736399809744154904) 2023-12-17T14:55Z 15.9K followers, [----] engagements "@halldevo @waitgado We literally have an ocean underneath us at roughly [---] meters" [X Link](https://x.com/RazorOil/status/1736523437345321335) 2023-12-17T23:07Z 16.3K followers, [--] engagements "Hydraulic fracturing or fracking is a method used to extract natural gas and oil from deep rock formations known as shale. Using this method drilling operators force water sand and a mix of chemicals into horizontally drilled wells causing the shale to crack and release natural gas or oil. But how come we use SAGD for heavier oil production and cant use fracking Think about what happens if you frack a hockey puck the rubber inside is too hard in a solid phase and wont flow. So its just a fractured puck.But you could produce the hockey puck from underground in liquid phase if you were to melt" [X Link](https://x.com/RazorOil/status/1736892123121856944) 2023-12-18T23:32Z 16.2K followers, [----] engagements "The pumpjack got some other cool names like: nodding donkey horse-head thirsty bird rocking horse beam pump grasshopper donkey sucker rodany other names #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1737108715642458601) 2023-12-19T13:52Z 16.2K followers, [----] engagements "@REVelation1605 Hydrocarbon pump" [X Link](https://x.com/RazorOil/status/1737227283688263766) 2023-12-19T21:43Z 16.3K followers, [--] engagements "@_CoreDesign_ The Cenovus angle is intriguing lots of interesting doors just opened" [X Link](https://x.com/anyuser/status/1737264149917499758) 2023-12-20T00:10Z [--] followers, [---] engagements "@BubleQe @KramerKarma1 @CouldBeMistaken For me no extra spent and by collaborating with a major ( which is huge) you get something from nothing more with less" [X Link](https://x.com/RazorOil/status/1737289317813518454) 2023-12-20T01:50Z 16K followers, [---] engagements "@AlexS1985V" [X Link](https://x.com/RazorOil/status/1737628700462772699) 2023-12-21T00:19Z 16.1K followers, [--] engagements "What stops private/public/institutional investors plow money into the newly formed Duvernay Energy and thereby diluting $ath.to $cve.to ownership Seems like a no brainer strategy to participate in a derisked high netbacks play while accelerating field development. Even small amounts such as $25mm-$50mm could make a difference here. Any comments/ thoughts are highly appreciated. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1737881277146309077) 2023-12-21T17:02Z 16.1K followers, 10.3K engagements "@BubleQe I have a small position in Canadian western ; very predictable range nothing too exciting very boring but does what its supposed to do" [X Link](https://x.com/RazorOil/status/1738223911970689283) 2023-12-22T15:44Z 15.7K followers, [---] engagements "Oh the SPR level is sooo frightful But the Demand is so delightful No green-field Supply to grow Let it flow Let it flow Let it flow #SAGD #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1738271655515074995) 2023-12-22T18:53Z 16.1K followers, [----] engagements "There is no geopolitical risk friends nothing to see herekeep scrollin #COM π«‘πͺ WHITE HOUSE ALLEGES IRAN WAS 'DEEPLY INVOLVED' IN PLANNING OPERATIONS AGAINST COMMERCIAL VESSELS IN THE RED SEA WHITE HOUSE ALLEGES IRAN WAS 'DEEPLY INVOLVED' IN PLANNING OPERATIONS AGAINST COMMERCIAL VESSELS IN THE RED SEA" [X Link](https://x.com/RazorOil/status/1738341142142611885) 2023-12-22T23:29Z 16.2K followers, [----] engagements "@KramerKarma1 @BubleQe @VanIsleInvestor So if you had only two names in your portfolio and you choose $obe vs. $soil would you do 50/50 Asking for a friend" [X Link](https://x.com/RazorOil/status/1738352156636598731) 2023-12-23T00:13Z 15.8K followers, [---] engagements "SAGD pad visualization of chambers development and coalescence; allows opportunities for optimization such as redirection of steam non-condensable gas co-injection to reduce the SOR and redrilling opportunities modelling to increase production and decrease environmental footprint. #COMπ«‘πͺ" [X Link](https://x.com/RazorOil/status/1738591062384619743) 2023-12-23T16:03Z 16K followers, [----] engagements "Canada's reserves are third only to Venezuela and Saudi Arabia. Over 95% of these reserves are in the oil sands deposits in the province of Alberta. Alberta contains nearly all of Canada's oil sands and much of its conventional oil reserves. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1738938507857687018) 2023-12-24T15:03Z 16K followers, [----] engagements "@WEEDLFG Merry Xmas my friend ππ«‘πͺ" [X Link](https://x.com/RazorOil/status/1738941370109427753) 2023-12-24T15:15Z 16.1K followers, [--] engagements "There is no geopolitical risk friends nothing to see herekeep scrollin #COM π«‘πͺ #UK to Deploy Royal Navy Warship to #Guyana in Solidarity: Sky #oott https://t.co/A48xV6BakM #UK to Deploy Royal Navy Warship to #Guyana in Solidarity: Sky #oott https://t.co/A48xV6BakM" [X Link](https://x.com/anyuser/status/1739193829658612054) 2023-12-25T07:58Z [--] followers, [----] engagements "Merry Xmas to all except the EIA dude that decided that propane and butane is oil. #COM ππ«‘πͺ" [X Link](https://x.com/anyuser/status/1739323815937835277) 2023-12-25T16:34Z 21.5K followers, 24K engagements "In [----] majority interest of Imperial Oil sold to the Standard Oil group in the . ExxonMobil a descendent of Standard Oil still owns [----] percent of the shares. π₯ In [----] Dr. Roger Butler-engineer at Imperial Oil invented the steam assisted gravity drainage (SAGD) recovery process. Here is a random [----] vintage commercial by Imperial Oil#valueinvesting #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1739650535937155190) 2023-12-26T14:13Z 16.2K followers, [----] engagements "Favourite pipeline company :" [X Link](https://x.com/RazorOil/status/1739723590017401230) 2023-12-26T19:03Z 15.5K followers, [----] engagements "US 'greatly concerned' by IAEA report of Iran's increase in uranium enrichment #COM π«‘πͺ The #UnitedStates is 'greatly concerned' by an IAEA report of #Iran's increase in production of highly enriched #uranium. https://t.co/QM50XEwNAW The #UnitedStates is 'greatly concerned' by an IAEA report of #Iran's increase in production of highly enriched #uranium. https://t.co/QM50XEwNAW" [X Link](https://x.com/RazorOil/status/1739835614634320326) 2023-12-27T02:28Z 16K followers, [----] engagements "GOR is the Gas to Oil ratio from a producing well. As you can see GOR increases significantly over time as the associated natural gas production from the OIL wells increases. Now the associated NGLs also increase over time so of course makes a lot of sense to count portions of it as oil its just unbelievable to me that it wasnt a bigger story in [----]. #COM π«‘πͺ" [X Link](https://x.com/RazorOil/status/1740008390917795901) 2023-12-27T13:55Z 15.9K followers, [----] engagements "Sure its record production and YET : Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today oil production increased by 3% maybe the way to look at it is : THAT IT TOOK [--] YEARS TO GET BACK TO ITS PRE-COVID RATES #COMπ«‘πͺ" [X Link](https://x.com/RazorOil/status/1740399262801023117) 2023-12-28T15:48Z 15.7K followers, [----] engagements "Please see my comments on SAGD innovation in the article π another important development this year was Imperial Oil commercializing solvents. Alex Filstein Senior Reservoir Engineer at ConocoPhillips Canada and head of the companys solvents program explains why developing solvent technologies is so important especially now. ConocoPhillips ambition is to become a net-zero company for operational emissions by [----]. As a tangible interim step towards this ambition we have set a target to reduce our operated and net equity GHG emissions intensity by 40-50 percent by [----] from a [----] baseline he" [X Link](https://x.com/RazorOil/status/1740461624258093488) 2023-12-28T19:56Z 14.5K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RazorOil Razor OilRazor Oil posts on X about oil, $megto, canada, $athto the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance stocks countries cryptocurrencies technology brands currencies social networks travel destinations celebrities mlb
Social topic influence oil, $megto, canada, $athto, $cveto, $cve, $su #11, venezuela, stocks, $scrto
Top accounts mentioned or mentioned by @bubleqe @jimduffus @garquake @realpeterlinder @assettraveller @beegjj @sohaibab9 @nuggetcapital @merlice1 @trendbullish @tradeoilstocks @grok @markmcgrathcfp @ohare888 @kevinagraham @kramerkarma1 @notfreecashflow @roryjohnston @gugo907 @conocophillips
Top assets mentioned Cenovus Energy Inc. (CVE) Suncor Energy, Inc. (SU) ConocoPhillips (COP) Imperial Oil Limited (IMO) Enbridge, Inc (ENB) Canadian Natural Resources Limited (CNQ) Fartcoin (FARTCOIN) Montrose Environmental Group, Inc. (MEG) Exxon Mobil (XOM) Copiosa Coin (COP2) NVIDIA Corp. (NVDA) Baytex Energy Corp. (BTE) Oxygen (OXY) Gravity (G) Bitcoin (BTC)
Top posts by engagements in the last [--] hours
"Chico I dont need some arm chair quaterbacking some bookworm telling the bad guy how to fightI just need ppl to realize that at US$100 WTI our companies could privatize with just [--] years of free cash flow MANG and thats not normal MANG π’πͺ #COM"
X Link 2022-05-04T11:58Z 14.6K followers, [--] engagements
"People don't want to trade $OVV today or what haha $IPCO still holding strong most of the stuff still in red.#COM"
X Link 2022-06-10T18:29Z 14.6K followers, [--] engagements
"The #COM trying to hold value oil and gas stock be like Workers at the Chrysler building in [----]. https://t.co/GgOSMTgsV1 Workers at the Chrysler building in [----]. https://t.co/GgOSMTgsV1"
X Link 2022-09-25T02:08Z 14.6K followers, [--] engagements
"@Albertagarbage @ValueNotDeadYet @WTIBull Whats EFT"
X Link 2022-11-25T21:15Z 14.6K followers, [--] engagements
"@Gary79699215"
X Link 2022-11-26T19:05Z 15.8K followers, [--] engagements
"@Gugo907 Gasoline inventories precisely at the same level as this time last year while distillates at February levels. Nothing changed on the gasoline side as seems like last year there was an increase from 211mm to 248mm and sharp decline towards June.distillates likely goin sideways"
X Link 2022-12-14T18:07Z 15.8K followers, [--] engagements
"@ryan_hanigan $rze not a recommendation DYODD"
X Link 2022-12-17T02:29Z 15.8K followers, [---] engagements
"@Gugo907 Nov21 211mm Feb22 248mm ; Nov22 205mm last week 223mm ; by Jan23 232mm just sayin"
X Link 2022-12-20T22:58Z 15.8K followers, [---] engagements
"MONTNEY GIANTS study on correlations between stocks. This time comparing Tourmaline Oil $TOU.TO vs. ARC Resources $ARX.TO. The Annual Correlation Coefficient (R) value is [---] suggesting a fairly strong positive relationship. What other firms would you like to see #COM πͺ"
X Link 2023-02-06T20:30Z 15.3K followers, [----] engagements
"Advanced a study on annual correlations between stocks. This time comparing Cenovus Energy $CVE vs. McDonald's Corp $MCD. The Annual Correlation Coefficient (R) value is [----] suggesting no linear relationship exists. You ask why I say why not #COM πͺπvs. π’"
X Link 2023-02-07T22:00Z 14.6K followers, [----] engagements
"Need advice from the #COM community. There are instigators on here that dont operate in good faith behave inappropriately on various occasions; often wrong on everything; ppl I dont like and cant trust. How to proceed: Block them forever Mute and ignore Other in comments Block them forever Mute and ignore Other in comments"
X Link 2023-02-11T17:28Z 14.7K followers, 25.8K engagements
"@sohaibab9 @jim_duffus @oilmutt But pretty sure Duff is not buy and hold guy unless Im wrong"
X Link 2023-03-12T15:58Z 15.9K followers, [----] engagements
"MEG Energy Due Diligence April [----] https://x.com/i/broadcasts/1yoKMZkqjQeGQ https://x.com/i/broadcasts/1yoKMZkqjQeGQ"
X Link 2023-04-07T17:16Z 15.8K followers, 27.7K engagements
"And the winner is @jim_duffus with [--] likesfor Crescent Point Energy Corp $CPG.TO Ill be going live in 20min to do deep dive DD on the name as promised. #COM π«‘πͺ @RazorOil If it's a vote Razor I'll pick $cpg please. @RazorOil If it's a vote Razor I'll pick $cpg please"
X Link 2023-04-09T17:54Z 14.7K followers, [----] engagements
"Crescent Point Energy Corp Due Diligence April [----] https://x.com/i/broadcasts/1RDGladWlarJL https://x.com/i/broadcasts/1RDGladWlarJL"
X Link 2023-04-09T18:17Z 14.7K followers, 11.1K engagements
"Emotional Intelligence is keythe intrinsic value of some companies doesnt represent realitydifficult to go bankrupt if you debt free and cost of supply at $40 WTI & as the great P.Lynch said The real key to making money in stocks is not to get scared out of them. #COM π«‘πͺ"
X Link 2023-04-26T20:03Z 14.7K followers, 10.7K engagements
"@Rider8910 @timber001 @RealPeterLinder @notjaso79646447 Thats not true. Peter told many of us to drink the koolaid on names that are up 15% ytd"
X Link 2023-06-09T01:04Z 18.5K followers, [---] engagements
"For some outperformance by $CVE.TO $MEG.TO $ATH.TO seems illogical.Surelywould be smart to sell and pick up something thats down 40%. But what if I told you these are also INFRASTRUCTURE plays With significant facilities capex already spent and now MANUFACTURING Oil. (1/2)"
X Link 2023-06-10T17:48Z 15.4K followers, 16.4K engagements
"@_LittleFire1 @NarrativeCombat He didnt give a fukwhat a wild dude"
X Link 2023-07-10T19:02Z 15.8K followers, [---] engagements
"@Tejanobrown @oilmutt @MarkRuffalo Very professional"
X Link 2023-07-11T03:22Z 14.6K followers, [---] engagements
"@FracSlap @TFG870 @cvrdnoil Its because he is a bully"
X Link 2023-07-11T14:07Z 15.9K followers, [---] engagements
"@PSworldwide13 Nat gas is C1 + a little C2 Condy is mainly mainly C5+C6"
X Link 2023-07-12T00:02Z 15.6K followers, [---] engagements
"@PSworldwide13 In some wells yes if dry gas wells mainly nutty if wet gas you get partitioning π«‘"
X Link 2023-07-12T00:19Z 16.2K followers, [---] engagements
"@PSworldwide13 So if $bir dry if $arx wet"
X Link 2023-07-12T00:19Z 15.8K followers, [---] engagements
"@lnagy17 $yup"
X Link 2023-07-27T22:54Z 17.9K followers, [---] engagements
"Feeling cute. Going to cover MEG Energy $MEG.TO Q2 [----] and more specifically cover their core asset Christina Lake today 5PM EST via Twitter/YouTube Live #COM π«‘πͺ"
X Link 2023-07-30T19:59Z 15.7K followers, 12.4K engagements
"Meg Energy Q2 [----] Analysis Comparisons AER presentation Q2 Earnings $MEG.TO #SAGD #Thermal_is_King #Oil_investing #COM https://x.com/i/broadcasts/1PlJQpDYWyVGE https://x.com/i/broadcasts/1PlJQpDYWyVGE"
X Link 2023-07-30T20:59Z 15.7K followers, [----] engagements
"@Merlice1 Solid math here in q2 [----] they generated $2.2 FCF in just one quarter so if we have higher prices this name ππ"
X Link 2023-08-08T18:36Z 18.4K followers, [--] engagements
"WCS=$67 suggesting some thermal companies trading at EV/R=2 and 25% FCF yield today Not tomorrow not next year.Today #COM π«’π«‘πͺ"
X Link 2023-08-09T17:41Z 15.5K followers, 10.4K engagements
"Hey friends follow me on YouTube at to watch the upcoming coverage of Arc Resources $ARX.TO and why Warren Buffett invested in $OXY on faster Playback speed as i could be a little slow when I talk haha π #COM π«‘πͺ https://youtube.com/@RazorOil https://youtube.com/@RazorOil"
X Link 2023-08-10T02:03Z 14.6K followers, [----] engagements
"ARC Resources Comprehensive overview Q2 [----] Results and Investor Presentation by #TeamTerry $ARX.TO #COM"
X Link 2023-08-10T21:59Z 15.8K followers, [----] engagements
"@chigrl To the untrained eye $1.2B sounds like a lot of money but just a friendly reminder that $OXY had $1B in free cash flow in Q2 this year only and $1.7B in free cash flow in Q1π«‘"
X Link 2023-08-11T12:01Z 15.8K followers, [----] engagements
"Twitter speculator on $OXY getting $1.2B from US government for carbon capture be like : See Thats why Warren Buffett invested Told you Meanwhile me realizing that to the untrained eye $1.2B sounds like a lot of money but just a friendly reminder that $OXY had $1B in free cash flow in Q2 this year only and $1.7B in free cash flow in Q1and perhaps Buffett was buying cuz he was BUYING THE DIP #COM π«‘πͺ"
X Link 2023-08-11T12:32Z 14.5K followers, 17.9K engagements
"@Gugo907 This makes a lot of sense and the majority of ppl that still dont get it soon will"
X Link 2023-08-12T15:29Z 18K followers, [---] engagements
"Fun fact: both imperial $IMO.TO and crescent point $CPG.TO have roughly $3B in debt one companys market cap is $43B fully unhedged others market cap $6B and 25% hedged. Please correct me if Im wrong. So who will outperform if oil prices go higher #COM π«‘πͺ"
X Link 2023-08-12T21:49Z 16K followers, 11.4K engagements
"Today on YouTube/Twitter live we will focus on ExxonMobil $XOM child company that nobody talks about. Imperial Oil $IMO.TO We will compare the companys relative performance share critical info about the company share Q2 results in detail and listen to their [----] Investors"
X Link 2023-08-13T18:36Z 18.8K followers, [--] engagements
"The ExxonMobil $XOM child company nobody talks about Imperial Oil $IMO.TO Q2 review #COM https://twitter.com/i/broadcasts/1rmxPkoNPaVJN https://twitter.com/i/broadcasts/1rmxPkoNPaVJN"
X Link 2023-08-13T18:59Z 14.5K followers, [----] engagements
"For faster Playback speed βΊ The ExxonMobil $XOM child company nobody talks about Imperial Oil $IMO. via @YouTube #COM π«‘πͺ https://www.youtube.com/live/EF3yPBxsNTUfeature=share https://www.youtube.com/live/EF3yPBxsNTUfeature=share"
X Link 2023-08-13T20:49Z 14.4K followers, [----] engagements
"They will never understand who we are and its ok. #energyislife #COM π«‘πͺ"
X Link 2023-08-15T02:02Z 16K followers, [----] engagements
"Cost of supply $40 WTI current FCF yields 10% capital expenditure program at $4k/bbl annually thermal assets selling for $60k/flowing crude+SPR+products stocks at [--] yr low with US estimated products demand at 21.6k bbl/dbut we go down cuz China But what if tomorrow we have a QE announcement from China Not baked-in in the price#COM π«‘πͺ"
X Link 2023-08-17T03:58Z 16K followers, [----] engagements
"@RealPeterLinder @Josh_Young_1 @123bbd @Nick_duCat @WhiteTundraSG @sohaibab9 @BubleQe @InvestInOnG @ValueNotDeadYet @z_or_zee Peter serious question have you ever seen a company getting acquired and going down 10% on the news"
X Link 2023-08-19T16:23Z 15.5K followers, [---] engagements
"Getting ready to speak in-front of 100+ lawyers on the topic of neurodiversity and my book Apollo Autism in hope to advance a more accepting and happier tomorrow. #COM π«‘πͺ"
X Link 2023-08-22T17:45Z 21.5K followers, [----] engagements
"A thought provoking exercise. There is no alternative to refined products such as asphalts lubs diesel for heavy duty machinery kerosene for jet fuel not that we can just attach a battery to an aircraft β and fly across oceans right but what happens to the PRICE of naphthas or gasoline in a perfect world of 100% electric vehicles utilization Ill tell you what happens. Gasoline becomes a byproduct that would have minimal demand right Therefore the PRICE for this byproduct would have to decline correct And therefore it will become a cheaper alternative for consumers which means higher DEMAND"
X Link 2023-08-24T10:22Z 21.5K followers, 24.7K engagements
"@damienhocking Reading a paper now that has the table with the parameters thx tho π«‘"
X Link 2023-08-24T14:54Z 16K followers, [---] engagements
"There was one key word that Eric said when talking about one of his top picks on market call. This word is OPTIONALITY. Having options to do whatever you want. The ability to CHOOSE what you want to do while being in a net cash position having [--] yrs of reserve life index [---] years proved & 2P low cost of supply minimal geology risk yielding 19% FCF at $80 oil. Huge tax pools minimal government royalties until [----]. Management brains finally free of stress Focusing on MANUFACTURING oil. This is not normal. #COM π«‘πͺ"
X Link 2023-08-25T15:57Z 16K followers, 13.7K engagements
"Want to know why SOR sometimes increases but the oil rate is not and then boom π₯ significant production for months/years example: Athabasca Cenovus or MEG new padsThe circulation phase is when initially steam is being injected in both injector and producer for roughly three months with the goal to transfer sufficient heat to establish communication between the wells essentially mobilizing the roughly [--] meter region. Once the communication is established vertical chamber development is taking place as oil production rate continues to increase until the vertical section is drained this could"
X Link 2023-08-26T15:05Z [--] followers, [----] engagements
"I was asked; How does one know how much original oil in place in a SAGD recovery scheme reservoir and associated production Assuming dimensions of 50X1000X30=1.5mm m3 volume. Multiply this by 30% assuming [---] porosity = [------] m3 with lets say 80% oil saturation we get =360000 m3 convert to barrels we get 2.2mm bbl estimate 70% recovery factor we get 1.5mm bbl resulting in assumed avg. oil rate of [---] bbl/d we get roughly [--] years of continues recovery with minimal decline. #COM π«‘πͺ"
X Link 2023-08-28T13:01Z 19.1K followers, 12.5K engagements
"How do you get a hockey puck π to flow from [---] m/1300 ft underground to surface You melt it.The viscosity of bitumen oil in reservoir conditions could be as high as [--] million cP basically a hockey puckSo how to economically produce it to surface By injecting steam the heat gets transferred and reduces the viscosity of bitumen to olive oilπ« type of viscosity under [---] cP. prior to that tho the oil becomes mobile at about 70c or so and it flows by gravity like maple syrup π at these conditions #COM π«‘πͺ"
X Link 2023-08-28T23:28Z 14.6K followers, 11.1K engagements
"Why the oil rate in thermal recovery schemes doesnt decline for years WAIT No DECLINE Its because the pay could be as high as [--] meters and the wellbores diameter roughly [--] inchesso continues steam injection results in further heat transfer to upper/newer oil saturated layers with the outcome of steam chamber growth and steady oil production. #COM π«‘πͺ"
X Link 2023-09-01T13:36Z 14.6K followers, [----] engagements
"@trend_bullish Not sure how it happens unless oil is going to the moon or multiple expansions"
X Link 2023-09-05T18:04Z 14.6K followers, [---] engagements
"@WEEDLFG @amcmoasss Its a business that roughly spends as much as it makes while generating negative free cash flow and creates a challenging investing thesis with the $4B in debt overhang despite likely having a great quarter due to Barbie/Oppenheimer"
X Link 2023-09-06T13:20Z 17.9K followers, [--] engagements
"Why CO2 storage is such a challenging exercise On π CO2 loves remaining in vapour phase This could be explained via the Vapour pressure curve below. Take a look at the brown line. At [---] mPa ( atmospheric pressure) CO2 needs to be cooler than [---] C to be liquified otherwise it will stay in gaseous phase. At [--] C the pressure of [---] mPa is required to liquify CO2 which is over [--] times the pressure in your car tires π. #COM π«‘πͺ"
X Link 2023-09-08T14:40Z 15.7K followers, [----] engagements
"Natural gas is 85% hydrocarbon METHANE Now look at the YELLOW lineLiquified natural gas (LNG) is the liquid form of natural gas at cryogenic temperature of 256F (160C) so basically methanes vapour pressureπ€―When natural gas is turned into LNG its volume shrinks by a factor of approximately [---] This reduction in volume enables the gas to be transported economically over long distances. #COM π«‘πͺ"
X Link 2023-09-09T14:44Z 15.6K followers, 23.3K engagements
"How to understand STEAM conditions in thermal recoveries Look at the blue graph on the far rightwater boils at 99.97C (211.95F) under standard pressure at sea level at roughly [---] mPa but at 93.4C (200.1F) at [----] metres (6250ft) altitude because of lower pressureFor a given pressure different liquids will boil at different temperatures. For SAGD at the pressure of [---] mPa steam needs to be injected at 200C so it can grow the chamber and transfer its heat to reduce the viscosity of oil to flow downwards by gravity. Thus the name : steam assisted gravity drainage (SAGD) #COM π«‘πͺ"
X Link 2023-09-10T16:58Z 15.5K followers, [----] engagements
"@Amena__Bakr Hey Amena I did a video on the topic between 2011-2014 oil prices were around $100 with minimal impact on the US consumer but back then interest rates were low perhaps you could see something of value in the video as I covered a lot of ground especially the Oil Glut strategy"
X Link 2023-09-11T05:19Z 16K followers, [--] engagements
"Recently I saw a post that somehow the SPR will collapse if drained; perhaps the author referred to geomechanical risk related to caverns collapsingbut What if I told you that the US Strategic Petroleum Reserve (SPR) comprises of [--] STANDALONE salt-dome storage caverns located at FOUR different sites in Texas and Louisiana with each cavern storing roughly [----] million barrels Very little chance of these caverns failing simultaneously especially when they are being pressurize at all times with brineit seems like most think SPR is one giant hole underground that will just collapse if drained"
X Link 2023-09-11T15:06Z 21.5K followers, 47.9K engagements
"In the image we can see the LARGEST Strategic Petroleum Reserve (SPR) in .the granddaddy πBryan Mound site with [--] caverns ; storage capacity of 235mm bbl π’You will notice that the caverns have larger tops πͺ.this is by design So its easier to drain any future oil drawdowns as raw water injected to remove the oil. But why the cavern shapes are so different This is because the salt thats removed initially ( when the caverns created) dissolves differently due to local heterogeneities and dissolution rates thus the differentiation in the shapes. #COM π«‘πͺ"
X Link 2023-09-13T12:26Z 15.5K followers, 10.8K engagements
"The FCF is real friends. #COM π«‘πͺ"
X Link 2023-09-14T15:24Z 15.9K followers, [----] engagements
"A company sells [----] boe/d (45% Liquids) of light oil for $160 million in cash and YET expects its annual production to be WITHIN previous guidance of [-----] [-----] boe/d. Question: how is this possible that the guidance remains the same Answer: The recent ramp-up of the five new sustaining well pairs at their SAGD ( heavy oil ) pad resulted in increasing production over time as the steam chambers develop as seen below with NO DECLINE for at least a couple of years. The economics for the pad also provided with $48MM in capital able to achieve [----] bbl/d.So selling light [----] boe/d for $160MM"
X Link 2023-09-15T14:33Z 16.2K followers, 15.2K engagements
"@KeflonDon Fundamentally missed the point of the twit.its ok tho"
X Link 2023-09-15T15:12Z 14.6K followers, [---] engagements
"@Blair_j_kennedy @mg10012 Also I want you to know I know you are now via LinkedIn Blair. This language will not help you to get a job and now you have a guy in the sector with a screenshot of how you talked to me"
X Link 2023-09-17T14:44Z 15.8K followers, [--] engagements
"@ysteve747 @BubleQe @TheFreeCashFlow Rich is on a mission lots of casualties and I assume it will impact the business as many of these ppl had 20+ yrs experience; hard to replace and not just IT lots of technical ppl too π’"
X Link 2023-09-17T15:32Z 15.6K followers, [---] engagements
"Is this one of those days Feels like something is in the airasking for a friend #COM π«‘πͺ"
X Link 2023-09-19T13:13Z 15.5K followers, 13.3K engagements
"Hydrocarbons like bitumen and other heavy oils are typically too dense to flow on major export pipelines. For example bitumen produced in the oil sands has a density of about [----] kg/m3 while the maximum density of crude oil allowed on pipelines such as Trans Mountain Keystone and the Enbridge Mainline is [---] kg/m3. Bitumen and other heavy oils are often diluted with lighter hydrocarbons to create diluted bitumen with lower density. #COM π«‘πͺ"
X Link 2023-09-22T13:30Z 21.5K followers, 29.6K engagements
"Leismer entire asset oil production increased by 20% in 3-4 months into $90 oil. I love it when a plan comes together #COM π«‘πͺ Athabasca Oil Leismer (SAGD) [-----] $ath.to #com #oott #oilandgas #oilsands #alberta #stocks https://t.co/FF2XMioke3 Athabasca Oil Leismer (SAGD) [-----] $ath.to #com #oott #oilandgas #oilsands #alberta #stocks https://t.co/FF2XMioke3"
X Link 2023-09-23T13:18Z 14.6K followers, [----] engagements
"Breaking News : Meg Energy $meg.to veteran ex VP subsurface and operations joins Athabasca Oil $ath.to as Director of Thermal Operations. This is super exciting news in bringing Leismer SOR closer to [---] and improving cost of supply. I met the gentleman at a media event where the Feds and Alberta government announced collaboration and support for our projects.I am sure he will do an amazing job. #COM π«‘πͺ"
X Link 2023-09-23T20:54Z 16.2K followers, [----] engagements
"Extra heavy oil aka bitumen classified as API [--] and heavy oil 10API22. Please see the reserve table indicating in which region of the world the various crudes are located. While South America has 60% of the heavy oils North America has 80% of the extra heavies with all"
X Link 2023-09-24T15:01Z 16.5K followers, [--] engagements
"Im not political but its a tough day for me as a Canadian. Im paying taxes to the guys that applauded a guy that killed my ancestorsin millionsAnd yet somehow my grandparents survived and we are here Baruch ata Adonai Eloheinu Melech haolam"
X Link 2023-09-24T22:53Z 21.5K followers, 23.6K engagements
"Relative permeability is an important parameter for estimating the flow of reservoir fluids. In one of the curves one could see relative permeability to oil with respect to water saturation. Relative permeability to oil (Kro) gas (Krg) or water (Krw) is the ratio of effective permeability of oil gas or water to absolute permeability. Relative permeability can be expressed as a number between [--] and [---] or as a percent. Pore type and formation wettability affect relative permeability. #COM π«‘πͺ"
X Link 2023-09-27T12:35Z 15.8K followers, [----] engagements
"Supply demand is killing me (And I) I must confess I still believe (Still believe) When gas is high I lose my mind Give me SPR Hit me baby one more time. #justdoit #takeittozero #COM π«‘πͺ"
X Link 2023-09-29T14:53Z 15.6K followers, [----] engagements
"@trend_bullish Is this a good one"
X Link 2023-09-30T00:50Z 16K followers, [---] engagements
"Over 90% of the worlds heavy oil and oil sands are deposited in Canada and Venezuela. Up to 90% of Canadas estimated reserves could be recovered by in-situ operations and 10% by surface mining. #COM π«‘πͺ"
X Link 2023-09-30T13:06Z 14.6K followers, [----] engagements
"@Gugo907 this was a [----] story for $hwx.to not sure what it was prior to the marten hills acquisition π€"
X Link 2023-09-30T23:54Z 15.8K followers, [---] engagements
"It is now practical to regard the bitumen content of the bituminous sands as a crude oil and therefore a potential motor fuel Dr. Karl Clark [----] invented the process separating oil from sand using hot water and chemical reactions π¨π¬#COM π«‘πͺ"
X Link 2023-10-01T01:23Z 14.6K followers, [----] engagements
"The province of Alberta has most of the world's bitumen π’reserves in huge deposits covering [------] square kilometres (55000sqmi) an area larger than England π΄ or New York state. These bituminous sands contain 166B barrels (26.4B m3) of commercially established oil reserves giving Canada the π₯largest oil reserves in the world. The oil and water are saturated in the sand and most commonly there is about 80% oil saturation and 20% water saturation with oil and water having very similar densities which is unlike any other oils in the π #COM π«‘πͺ"
X Link 2023-10-01T13:57Z 16.3K followers, 23K engagements
"I was reviewing some slide decks just now and noticed that when it comes to oil sands crown royalties in Alberta there is a $15/bbl π€― incremental royalty burden in post-payout status. Anybody can confirm if true Thx π #COM π«‘πͺ"
X Link 2023-10-01T16:10Z 16K followers, 15.8K engagements
"@BladeHawk8 Whats your guess"
X Link 2023-10-01T18:15Z 15.7K followers, [---] engagements
"@BladeHawk8 Its about $40"
X Link 2023-10-01T18:20Z 15.9K followers, [---] engagements
"@LichtmanSamuel Tfsa is a powerful account for retirement to supplement rrsp meltdown and in a way make sure one is always at a low tax bracket"
X Link 2023-10-01T22:45Z 15.8K followers, [--] engagements
"@ManitobaCanuck @sohaibab9 @Ralston727 @NuggetCapital @ManitobaCanuck bro whats the status on those Reits that you liked Still in Watched market call with a reit guy he looked like he wanted to cry π"
X Link 2023-10-01T22:56Z 14.6K followers, [---] engagements
"@ManitobaCanuck @sohaibab9 @Ralston727 @NuggetCapital Thx for the update bro much respect timing the markets sux"
X Link 2023-10-01T23:52Z 16K followers, [---] engagements
"@ttweet15 @garquake Cmon you are the one mentioning the warrants. Share the numbers with the community"
X Link 2023-10-02T19:43Z 18.5K followers, [--] engagements
"Our emotional response to PAIN ( losing money in stocks) is VERY different from our response to GAIN (making money in stocks). As humans we will ALWAYS feel more emotional response to pain vs. gain. Also the incremental response to both decays as the emotion persists. The key is knowing what you own and embracing the shake. #COM π«‘πͺ"
X Link 2023-10-04T13:50Z 14.6K followers, [----] engagements
"Nothing changed. Our camp ( me) remains bullish on low cost of supplyminimal or no debt/net cashlow decline no taxes/large tax pools minimal royalties75% FCF to investors [--] years in 1P reservesWCS exposure heavy oil/ bitumen plays. You cant lose if you win. Now if you scared its ok This game is not for everyone but IT IS for someone. #LFG #COM π«‘πͺ"
X Link 2023-10-04T16:00Z 16.2K followers, [----] engagements
"@BubleQe @TotalEnergies Good luck to them"
X Link 2023-10-04T22:18Z 14.6K followers, [---] engagements
"Guys you realize whats happening here right Instead of complaining about EIA one must accept reality and just sit on your hands #COM π«‘πͺ I reiterate this weeks EIA print for gasoline demand is upstream of dispensers. With wholesale #gasprices actively dropping significantly station owners are holding off on buying a full tanker of gasoline. Since thats what EIA captures it shows in the low [--] million print. I reiterate this weeks EIA print for gasoline demand is upstream of dispensers. With wholesale #gasprices actively dropping significantly station owners are holding off on buying a full"
X Link 2023-10-05T13:55Z 14.6K followers, [----] engagements
"Hey yo my Chico friendsas you know I come from the gutter No Wall Street bro no But Kahneman said that confidence (often overconfidence on Spaces )that individuals have in their beliefs depends mostly on the quality of the story they can tell about what they see.even if they see very very littleya And I see some of you know little about certain topics.so dont listen to no one friends me included minimize biases friends and know what you own and whyβ€ to all #COM π«‘πͺ"
X Link 2023-10-05T18:18Z 15.9K followers, [----] engagements
"Only 2% of United States oil production is API [--] or lower with density of [-----] kg/m3 or higher yet US is configured to refine mainly heavy oil. Thus most incremental prd from US likely to be exported to emerging markets while Canadian oil imports become a necessity. #COM π«‘πͺ"
X Link 2023-10-06T15:19Z 21.5K followers, 34K engagements
"Happy long weekend and thanksgiving to all friends. #COM π«‘πͺ"
X Link 2023-10-07T02:29Z 15.6K followers, [----] engagements
"Eyal known as one of the most successful Israeli entrepreneurs sold his chipmaker Mellanox technologies company to Nvidiawas one of the first ppl in Israel to employ Palestinianswhat a loss.may she RIP #PaloAltoDad & fellow angel investor Eyal Waldman lost his youngest daughter (born & brought up in Palo Alto) at the music festival in Israel. He made sure to hire several Palestinian employees in his companies & treat them with respect kindness & radical equality w Israelis. In https://t.co/PEXbAJoc3f #PaloAltoDad & fellow angel investor Eyal Waldman lost his youngest daughter (born & brought"
X Link 2023-10-12T00:06Z 14.6K followers, 11.1K engagements
"@Gugo907 In declining oil prices+ inflationary environment for most of these companies dividends = liability.I was suggesting this concept mid [----] and not too many ppl supported this viewhopefully we see better returns for dividends paying companies. @jim_duffus @sohaibab9"
X Link 2023-10-15T19:22Z 18.5K followers, [---] engagements
"So tragic They threw a grenade on this brilliant human So sadAt the entrance of the Rehovot office of biotech company Amai Proteins hangs a death notice for Dr. Lilia Gurevich-Vasilkovsky. The head of the companys molecular biology department was murdered by Hamas terrorists at the Nova music festival near Kibbutz Reim. Only [--] years old and a recently divorced mother of six-year-old twins who had made significant effort to bring them into the world Lilia was not an ordinary person. π’ Am Israel Hai"
X Link 2023-10-19T13:11Z 19K followers, 14.7K engagements
"My observation is that the significant geopolitical upside risk is still not baked-in in the current oil prices.I expect significant volatility aka shake and bake with a quick path towards $100. #COM π«‘πͺ"
X Link 2023-10-19T18:36Z 16.5K followers, [----] engagements
"World oil production and consumption balance from EIA. Geopolitical risk is not baked-in in the current oil prices imho. #COM π«‘πͺ"
X Link 2023-10-20T18:10Z 15.8K followers, [----] engagements
"Meg Energy $MEG.TO Christina Lake no oil production decline at their asset for the past [--] years. Every turnaround event resulted in higher oil production rates the following quarter with no exception when it comes to the upcoming Q3. In Q2 the company reported [-----] bbl/d with flush production being realized when they report on Nov 6th I expect their production to be closer to [------] bbl/d which is what they reported in Q1. This could explain the recent strong stock performance with MC close to 8B CAD I truly believe this company trades much closer to its asset value and going forward its"
X Link 2023-10-21T17:11Z 21.5K followers, 41.6K engagements
"@ArturoVandelayI Arthur you may recall the conversation over the past two years and what performed feels nice to get rewarded while sitting on my handsmore via $ath.to though"
X Link 2023-10-22T00:22Z 18.4K followers, [---] engagements
"Not sure why my Meg Energy $MEG.TO tweet went viral but thx for liking/sharing. Again not a recommendation friends Im not a financial advisor just an oil engineer that thinks the bankers dont fully understand the technical nuances of flush production in thermal recovery schemes. #COM π«‘πͺ"
X Link 2023-10-22T21:20Z 15.7K followers, 17.5K engagements
"@OHare888 @Raiders Whats raiders"
X Link 2023-10-22T22:00Z 19.2K followers, [---] engagements
"M&A FOMO activity next and by FOMO I mean induced/accelerated moves to secure assets of interest before others make their move #COM π«‘πͺ"
X Link 2023-10-23T12:37Z 19K followers, [----] engagements
"Eat or be eaten m&a Monday $cvx #COM π«‘πͺ"
X Link 2023-10-23T13:25Z 19.2K followers, [----] engagements
"@VanguardBrian @PSworldwide13 Agreed $ipco blackrod [-----] bbl/d shows us its better to acquire assets like Leismer for $2B while paying $1B for the asset and $1B for [--] yr future free cash flow versus building something for [--] years and producing at [----]. Whoever needs to find out will be finding out"
X Link 2023-10-24T13:50Z 19.2K followers, [--] engagements
"Feelin tired sitting on your hands Feelin FOMO and the need to do something tactical urgently Want to make strategic moves to outsmart the market and others and accelerate returns by trading lots thinking you super smart Good luck the actual game is called shake and bake thoughyou cant bake without the shake #COM π«‘πͺ"
X Link 2023-10-24T15:19Z 18.5K followers, [----] engagements
"Christina Lake. To the east we have $MEG.TO to the south $CVE.TO but very few talk about Cenovuss Narrows Lake expansion plans north of the lake. #COM π«‘πͺ"
X Link 2023-10-25T02:20Z 18.8K followers, [----] engagements
"Between Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today oil production increased by 2.7% #COMπ«‘πͺ"
X Link 2023-10-27T19:53Z 21.5K followers, 17K engagements
"Overconfident oil shorts ignoring geopolitical risk just as tanks enter Gaza be like #COM π«‘πͺ"
X Link 2023-10-28T00:30Z 18.6K followers, [----] engagements
"A thought provoking exercise. There is no alternative to refined products such as asphalts lubs diesel for heavy duty machinery kerosene for jet fuel not that we can just attach a battery to an aircraft β and fly across oceans right but what happens to the PRICE of naphthas or gasoline in a perfect world of 100% electric vehicles utilization Ill tell you what happens. Gasoline becomes a byproduct that would have minimal demand right Therefore the PRICE for this byproduct would have to decline correct And therefore it will become a cheaper alternative for consumers which means higher DEMAND"
X Link 2023-10-28T13:36Z 21.5K followers, 36.1K engagements
"How does one know how much original oil in place (OOIP) in a SAGD reservoir and the associated oil production rate Assuming dimensions of 50X1000X30=1.5mm m3 volume. Multiply this by 30% assuming [---] porosity = [------] m3 with lets say 80% oil saturation we get =360000 m3 convert to barrels we get 2.2mm bbl estimate 70% recovery factor we get 1.5mm bbl resulting in assumed avg. oil rate of [---] bbl/d we get roughly [--] years of continues recovery with minimal decline. #COM π«‘πͺ"
X Link 2023-10-29T14:38Z 17.9K followers, 10.2K engagements
"Whats happening here #COM π«‘πͺ"
X Link 2023-10-31T14:45Z 18.7K followers, 10.4K engagements
"ATHA wow what a company what a story. One day I should write a book about this.#COM π«‘πͺ"
X Link 2023-11-01T14:04Z 21.5K followers, 21.3K engagements
"$CVE.TO $2.4B in FCF while $CNQ.TO $2.7B in FCF in one quarter wow Market Cap for $CVE.TO $50B for $CNQ.TO $98B.when you see it you cant unsee it. Not a recommendation. #COM π«‘πͺ"
X Link 2023-11-02T10:36Z 21.5K followers, 26.8K engagements
"New Oil and gas investors during Q3 earnings season realizing that the free cash flow is indeed real #COM π«‘πͺ"
X Link 2023-11-02T23:44Z 18.5K followers, [----] engagements
"@visegrad24 Mickey Mouse army π€‘"
X Link 2023-11-03T01:33Z 18.5K followers, [----] engagements
"How to produce extra heavy oil (aka bitumen)hard as a hockey puck π [----] ft underground Via the SAGD recovery scheme Where Steam is being injected reduces the viscosity of oil and Assisting in Gravity Drainage. The condensed steam now water is then recycled. #COM π«‘πͺ"
X Link 2023-11-04T17:58Z 18.5K followers, [----] engagements
"@IlliniProgrammr @Feynman_19 There are kidnapped Americans in Gaza as well also speak for yourself this type of voices like yours were very common between 1939-1945 resulting in [--] million innocent ppl dead in concentration camps @timber001 @OHare888 any comments"
X Link 2023-11-04T19:47Z 18.7K followers, [---] engagements
"The US Strategic Petroleum Reserve (SPR) comprises of [--] salt-dome storage caverns located at four sites in Texas and Louisiana with each cavern storing roughly [----] million barrels. To develop the caverns injected water dissolves some of the salt in the deposit and cycled back up the well leaving a large caverns that the salt used to occupythis process is known as salt cavern leaching. The SPR comprises from four Storage Facilities: 1) Bryan Mound [---] caverns holding 235mm bbl π€― 2)Big Hill [---] caverns storing 156mm bbl 3) West Hackberry-22 caverns storing 201mm bbl 4) Bayou Choctaw -6"
X Link 2023-11-05T14:06Z 18.5K followers, 10.4K engagements
"FYI #COMπ«‘πͺ"
X Link 2023-11-05T22:06Z 18.4K followers, [----] engagements
"@PremierScottMoe I love this guy"
X Link 2023-11-05T23:13Z 18.6K followers, [----] engagements
"Imperial Oil going commercial on solvents. Here is some more background on solvents for those interested #COM π«‘πͺ"
X Link 2023-11-06T03:20Z 18.4K followers, 10.7K engagements
"Generate significant FCF β
Use it all to go debt free β
Once debt free maintain low cost of supply (CoS) β
Use any future cash flow to buyback shares especially when stock declinesβ
the key element is: Low Cost of Supply (CoS) .sometimes it seems like one could lose but you cant lose if you winsorry #COM π«‘πͺ"
X Link 2023-11-08T00:46Z 18.1K followers, [----] engagements
"Told you there is only one game in town and its called shake and bake #COM π€«πͺ"
X Link 2023-11-10T18:36Z 16K followers, [----] engagements
"Nice weekend to all friends. Shake and bake been wild but some of us are still here. The real key to making money in stocks is not to get scared out of them. Peter Lynch #COM π«‘πͺ"
X Link 2023-11-11T22:36Z 17.7K followers, [----] engagements
"As somebody that works for a US super major I can tell you that things are not as bad or as good as one makes them to be most dont appreciate the concept of time optimizations and requirements for sustained production. Ppl get emotional and driven by biases. A lot will trade too much due to their emotions"
X Link 2023-11-12T15:14Z 16.5K followers, [---] engagements
"Award Winning Oil Engineer reviews Athabasca Oil Q3 Quarter [----] via @YouTube #COM π«‘πͺ"
X Link 2023-11-13T02:38Z 17.6K followers, 12.2K engagements
"@NotFreeCashFlow Whats happening"
X Link 2023-11-13T16:48Z 18.4K followers, [---] engagements
"@KramerKarma1 What is this"
X Link 2023-11-13T18:58Z 18.2K followers, [---] engagements
"Generate significant FCF β
Use it all to go debt free β
Once debt free maintain low cost of supply (CoS) β
Use any future cash flow to buyback shares especially when stock declinesβ
the key element is: Low Cost of Supply (CoS) .sometimes it seems like one could lose but you cant lose if you winsorry #COM π«‘πͺ"
X Link 2023-11-16T16:50Z 15.9K followers, [----] engagements
"@Gugo907 I'm fluent in Hebrew don't see anything from Israeli news reporting on this even worse yesterday Bibi said there will be full control of Israel over Gaza strip security going forward"
X Link 2023-11-19T02:18Z 17.3K followers, [---] engagements
"@Sheriooz 1) maintain higher subcool / liquid level while monitoring DTS 2) utilize ICDs inflow control to mitigate gas inflow 3) back pressure casing gas forcing steam condensation among other methods π«‘πͺ"
X Link 2023-11-19T20:28Z 17.3K followers, [---] engagements
"@trend_bullish @chigrl They do EOR- enhance oil recovery not carbon capture"
X Link 2023-11-20T14:39Z 17.3K followers, [---] engagements
"Huge congratulations to US which after four years achieved pre-covid highs when it comes to crude oil production. Quick reminder that between Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today roughly the same. #COMπ«‘πͺ"
X Link 2023-11-22T19:46Z 16.7K followers, 19.4K engagements
"These are some good picks I was teaching all cve foster creek/Christina lake (CL)reservoir engineers between 2011-2014 on how to model/optimize the asset via reservoir simulations as we were growing ( proud of this experience) more of an athabasca fan though as some of their geology seems to be better than CL dont know if common knowledge ; cheers π«‘πͺ"
X Link 2023-11-24T01:33Z 15.5K followers, [---] engagements
"For some geologies carbon dioxide is injected as part of the enhanced oil recovery (EOR) scheme. Enhanced oil recovery helps to mobilize oil and gas in underground hydrocarbon reservoirs while increasing production. Below is a reservoir simulation model that visualizes cumulative oil drainage and oil saturation in-situ as CO2 being injected. In October [----] Cenovus (formerly Pan Canadian Encana) began injecting significant amounts of carbon dioxide into the Weyburn field in order to boost oil production. Cenovus was the operator prior to the sale of the asset to Whitecap in [----]. #COM π«‘πͺ"
X Link 2023-11-24T13:16Z 16.6K followers, [----] engagements
"You cant lose if you win friends #COM π«‘πͺ"
X Link 2023-11-24T23:20Z 17K followers, [----] engagements
"Happy weekend to all friends Special shoutout to all oil and gas field workers that provide us with secure and safe energy #COM π«‘πͺ"
X Link 2023-11-24T23:32Z 16.7K followers, [----] engagements
"Observation: I see more and more ppl using the word SAGD on TV and on this platform. Ppl seem to share more thoughts related to SAGD optimization and share more details related to thermal recovery schemes. I think its great and I love it. #missionaccomplished #education #COM π«‘πͺ"
X Link 2023-11-27T01:30Z 16.4K followers, [----] engagements
"@AssetTraveller @ColinCa92604304 @BubleQe @PSworldwide13 @timber001 Its not like that at all bro thats why I make these videos so ppl stop comparing uncomperable things thats how dudes get piped π"
X Link 2023-11-28T03:21Z 16.9K followers, [---] engagements
"Timing the market geniuses oil bears π» and technicians feeling super happy for being right about WTI going from $120 to $75 and OPEC volatility not realizing many #COM dudes invested in low cost of supply CoS companies making money at $45 WTI and up 1000% since [----] and 25% in [----] #COM π«‘πͺ"
X Link 2023-11-28T13:35Z 16.6K followers, [----] engagements
"I survived the OPEC mtg delay story oil crash Nov 28th 8:15-9:15 AM EST. Well done market timers well done. #COM π«‘πͺ"
X Link 2023-11-28T14:24Z 16.6K followers, [----] engagements
"Mental exercise: if a low cost of supply oil company produces [-----] bbl/d and gets only $8 USD in netbacks it will still yield 6% in FCF yield. #COM π«‘πͺ"
X Link 2023-11-29T18:05Z 16.2K followers, [----] engagements
"Wild shake and bake #COM π«‘πͺ"
X Link 2023-11-30T17:45Z 16.3K followers, [----] engagements
"Largest position up 45% since this tweet. In the context of stock market volatility: What has been is what will be and what has been done is what will be done and there is nothing new under the sun. #COM π«‘πͺ"
X Link 2023-12-01T18:54Z 16.6K followers, [----] engagements
"1% of the shares cancelled in [--] month. #COM π«‘πͺ"
X Link 2023-12-01T22:24Z 16.3K followers, 12.2K engagements
"@Craig38773421 Ya exactly so at least [--] quarters of adjusted funds flow gone just to that considering higher prices just something to consider dont want to fear monger"
X Link 2023-12-02T21:42Z 16.6K followers, [---] engagements
"2024 π’investing strategy #COMπ«‘πͺ"
X Link 2023-12-03T03:20Z 16.1K followers, [----] engagements
"@jim_duffus Annual performance for most of these looks like this on a [--] year chartI believe market timing trade off one makes is with their mental health"
X Link 2023-12-03T19:20Z 16.5K followers, [---] engagements
"We also have every reason to believe that these attacks while launched by the Houthis in Yemen are fully enabled by IRAN The United States will consider all appropriate responses in full coordination with its international allies and partners. #COM π«‘πͺ"
X Link 2023-12-03T22:10Z 16.4K followers, [----] engagements
"@SSorenson1990 The challenge there is that the Iran oil goes straight to China"
X Link 2023-12-04T02:12Z 16.6K followers, [--] engagements
"The US Strategic Petroleum Reserve (SPR) could be slowly refilled with no issues as it comprises of [--] STANDALONE salt-dome storage caverns located at FOUR different sites in Texas and Louisiana with each cavern storing roughly [----] million barrels. Very little chance of these caverns failing simultaneously especially when they are being pressurize at all times with brineit seems like most think SPR is one giant hole underground that will just collapse if drained or refilled #COM π«‘πͺ"
X Link 2023-12-04T13:51Z 16K followers, 12.7K engagements
"People have extremely short memories. Last year we saw almost precisely the same thing. WTI dropped exactly the same and recovered to $80 by new year. Crude commercial stockpiles also increased significantly from 420mmbbls to 440mmbbls and dropped back towards new year as prices recovered. Something similar was seen in Dec [--] whats unique this time is the super bearish positioning by traders. Demand was down slightly more than Nov [--] and Nov [--] but still within the normal standard deviation. Not scared Mr .Market I know what I own.Please share if you see other data that contradicts whats"
X Link 2023-12-04T23:31Z 21.5K followers, 34.4K engagements
"@PermianExpat @trend_bullish I think the Saudis want to collaborate with others and manage the oil market. They were emotional before in [----] and everybody involved and uninvolved got hurtfew made money in oil 2015-2021"
X Link 2023-12-05T02:39Z 16.3K followers, [---] engagements
"API Gravity is an arbitrary scale expressing the gravity or density of liquid petroleum products. The measuring scale is calibrated in terms of degrees APIThe higher the API gravity the lighter the compound. Light crudes generally exceed [--] degrees API and heavy crudes are commonly labeled as all crudes with an API gravity of [--] degrees or below. Intermediate crudes fall in the range of [--] degrees to [--] degrees API gravity. #COM π«‘πͺ"
X Link 2023-12-05T12:30Z 16.3K followers, [----] engagements
"Generate significant FCF β
Use it all to go debt free or net cash β
Once debt free maintain low cost of supply (CoS) β
Use any future free cash flow( regardless how big or small) to buyback shares especially when stock declinesβ
the key element is: Low Cost of Supply (CoS) .sometimes it seems like one could lose but you cant lose if you win. For me is not market timing but time in the market. #COM π«‘πͺ"
X Link 2023-12-06T19:21Z 15.8K followers, [----] engagements
"Oil going lower or higher based on this handshake Asking for a friend. #COM π«‘πͺ"
X Link 2023-12-06T19:49Z 16K followers, 20.5K engagements
"@fumoney2016 70%"
X Link 2023-12-07T01:51Z 16.4K followers, [---] engagements
"Weve been here beforethis is NO joke Venezuela ALREADY owes some US oil producers Billions of dollars post international arbitration awards against the Venezuelan state and PdVSA over the seizure of its oil projects. #COM π«‘πͺ"
X Link 2023-12-07T13:17Z 16.3K followers, 16.2K engagements
"Any guesses whats being simulated here Hint: Its not SAGD and CO2 is being injected#COM π«‘πͺ"
X Link 2023-12-08T12:57Z 16.3K followers, [----] engagements
"@Josh_Young_1 Wish all happy Hanukkah π"
X Link 2023-12-09T01:37Z 16.2K followers, [---] engagements
"What shake and bake volatility felt like last weekand yet would like to reiterate last year we saw almost precisely the same thing. WTI dropped exactly the same and recovered to $80 by new year. Crude commercial stockpiles also increased significantly from 420mmbbls to 440mmbbls and dropped back towards new year as prices recovered. Something similar was seen in Dec [--] whats unique this time is the super bearish positioning by traders. Demand was down slightly more than Nov [--] and Nov [--] but still within the normal standard deviation. #COM π«‘πͺ"
X Link 2023-12-09T16:44Z 16.1K followers, [----] engagements
"This is me at Beer-sauna in Prague exactly a year ago. The narrative back then was that Prague and Europe and general would freeze π₯Ά mainly due to Russian natural gas supply issues. That was the narrative in late [----] and we all know how that unfolded. I think its important to be mindful that sometimes the narrative doesnt reflect reality. This is how I feel holistically about oil prices right now. #bullish #COM π«‘πͺ"
X Link 2023-12-09T18:17Z 16.3K followers, [---] engagements
"@AssetTraveller Prague didnt freeze last yearas you can see"
X Link 2023-12-09T18:18Z 16.3K followers, [--] engagements
"This is me at Beer-sauna in Prague exactly a year ago. The narrative back then was that Prague and Europe in general would freeze π₯Ά mainly due to Russian natural gas supply issues. That was the narrative in late [----] and we all know how that unfolded. I think its important to be mindful that sometimes the narrative doesnt reflect reality. This is how I feel holistically about oil prices right now. #bullish #COM π«‘πͺ"
X Link 2023-12-09T18:21Z 15.9K followers, [----] engagements
"Im not into predicting the future/ forecasting but there is one thing Im confident about [----] we will see big E&P M&As. Speculative guess that Suncor Cenovus and Whitecap will acquireπ€ #COM π«‘πͺ"
X Link 2023-12-11T12:28Z 16.2K followers, 13.5K engagements
"Observation: some oil names with little gas production sold off at roughly 50% of the average daily volume. In other words there is very little trading activity and likely overreactionary nervous retail traders creating unnecessary volatility. This is opposed to gassy names that seeing selling way above the average daily volume. #COM π«‘πͺ"
X Link 2023-12-11T19:58Z 15.8K followers, [----] engagements
"$tou.to #COM π«‘πͺ"
X Link 2023-12-11T22:19Z 16.2K followers, [----] engagements
"@NuggetCapital We cannot talk about bagholding $pipe anymore or buying reits at the top so the community is indeed encouraged to discuss these topics. π«‘πͺ"
X Link 2023-12-11T22:20Z 16.2K followers, [---] engagements
"@NuggetCapital Right"
X Link 2023-12-11T22:32Z 16.1K followers, [---] engagements
"SAGD thermal oil producing companies shouldnt be looked at as exploration and production (e&p) companies but as oil MANUFACTURING companies. #COM π«‘πͺ"
X Link 2023-12-12T14:56Z 15.8K followers, [----] engagements
"Now ask yourself if you are a CEO of an oil and/or gas company do you get more aggressive here on your budget/ capital expenditure program for [----] or more defensive Price volatility/ instability has consequences. #COM π«‘πͺ"
X Link 2023-12-12T18:28Z 15.7K followers, [----] engagements
"ExxonMobil is one of the world's largest publicly traded international oil and gas companies. For the first [--] months in [----] Exxon produced on average 3.7mm boe/d. For the first [--] months in [----] Exxon produced on average 3.7mm boe/d worldwide. Just something to think about in the context of irresponsible production growth narrative we hear on X/Twitter. #COM π«‘πͺ"
X Link 2023-12-12T21:37Z 15.5K followers, 14K engagements
"As discussed at some spaces last week we are moving in a healthy standard deviation range for the US oil demand. #COM π«‘πͺ"
X Link 2023-12-13T15:52Z 16.2K followers, [----] engagements
"Friends any thoughts on this newly formed partnership thx #COM π«‘πͺ"
X Link 2023-12-13T23:56Z 15.7K followers, 23.3K engagements
"Where were you on April [--]. [----] Oils worst day ever as US oil finished at NEGATIVE $37 marking the only time it has gone below zero since oil futures began trading on NYMEX in [----]. #COM π«‘πͺ"
X Link 2023-12-14T13:00Z 16.2K followers, [----] engagements
"What stops @ABDanielleSmith from curtailing production considering the recent TMX issues #COM π«‘πͺ"
X Link 2023-12-15T00:23Z 15.9K followers, [----] engagements
"@Tablesalt13 @ReezusReezvi Not in YYC π«‘πͺ"
X Link 2023-12-17T01:53Z 16.1K followers, [----] engagements
"@JeremyMcCreaCFA Precisely Always chasing and always making cash flow assumptions on strip that often never the actual numberπ«‘πͺ"
X Link 2023-12-17T14:44Z 16.2K followers, [---] engagements
"Russia eyes additional oil export cuts of about [-----] bpd in December - Novak says Reuters #COM π«‘πͺ"
X Link 2023-12-17T14:55Z 15.9K followers, [----] engagements
"@halldevo @waitgado We literally have an ocean underneath us at roughly [---] meters"
X Link 2023-12-17T23:07Z 16.3K followers, [--] engagements
"Hydraulic fracturing or fracking is a method used to extract natural gas and oil from deep rock formations known as shale. Using this method drilling operators force water sand and a mix of chemicals into horizontally drilled wells causing the shale to crack and release natural gas or oil. But how come we use SAGD for heavier oil production and cant use fracking Think about what happens if you frack a hockey puck the rubber inside is too hard in a solid phase and wont flow. So its just a fractured puck.But you could produce the hockey puck from underground in liquid phase if you were to melt"
X Link 2023-12-18T23:32Z 16.2K followers, [----] engagements
"The pumpjack got some other cool names like: nodding donkey horse-head thirsty bird rocking horse beam pump grasshopper donkey sucker rodany other names #COM π«‘πͺ"
X Link 2023-12-19T13:52Z 16.2K followers, [----] engagements
"@REVelation1605 Hydrocarbon pump"
X Link 2023-12-19T21:43Z 16.3K followers, [--] engagements
"@CoreDesign The Cenovus angle is intriguing lots of interesting doors just opened"
X Link 2023-12-20T00:10Z [--] followers, [---] engagements
"@BubleQe @KramerKarma1 @CouldBeMistaken For me no extra spent and by collaborating with a major ( which is huge) you get something from nothing more with less"
X Link 2023-12-20T01:50Z 16K followers, [---] engagements
"@AlexS1985V"
X Link 2023-12-21T00:19Z 16.1K followers, [--] engagements
"What stops private/public/institutional investors plow money into the newly formed Duvernay Energy and thereby diluting $ath.to $cve.to ownership Seems like a no brainer strategy to participate in a derisked high netbacks play while accelerating field development. Even small amounts such as $25mm-$50mm could make a difference here. Any comments/ thoughts are highly appreciated. #COM π«‘πͺ"
X Link 2023-12-21T17:02Z 16.1K followers, 10.3K engagements
"@BubleQe I have a small position in Canadian western ; very predictable range nothing too exciting very boring but does what its supposed to do"
X Link 2023-12-22T15:44Z 15.7K followers, [---] engagements
"Oh the SPR level is sooo frightful But the Demand is so delightful No green-field Supply to grow Let it flow Let it flow Let it flow #SAGD #COM π«‘πͺ"
X Link 2023-12-22T18:53Z 16.1K followers, [----] engagements
"There is no geopolitical risk friends nothing to see herekeep scrollin #COM π«‘πͺ WHITE HOUSE ALLEGES IRAN WAS 'DEEPLY INVOLVED' IN PLANNING OPERATIONS AGAINST COMMERCIAL VESSELS IN THE RED SEA WHITE HOUSE ALLEGES IRAN WAS 'DEEPLY INVOLVED' IN PLANNING OPERATIONS AGAINST COMMERCIAL VESSELS IN THE RED SEA"
X Link 2023-12-22T23:29Z 16.2K followers, [----] engagements
"@KramerKarma1 @BubleQe @VanIsleInvestor So if you had only two names in your portfolio and you choose $obe vs. $soil would you do 50/50 Asking for a friend"
X Link 2023-12-23T00:13Z 15.8K followers, [---] engagements
"SAGD pad visualization of chambers development and coalescence; allows opportunities for optimization such as redirection of steam non-condensable gas co-injection to reduce the SOR and redrilling opportunities modelling to increase production and decrease environmental footprint. #COMπ«‘πͺ"
X Link 2023-12-23T16:03Z 16K followers, [----] engagements
"Canada's reserves are third only to Venezuela and Saudi Arabia. Over 95% of these reserves are in the oil sands deposits in the province of Alberta. Alberta contains nearly all of Canada's oil sands and much of its conventional oil reserves. #COM π«‘πͺ"
X Link 2023-12-24T15:03Z 16K followers, [----] engagements
"@WEEDLFG Merry Xmas my friend ππ«‘πͺ"
X Link 2023-12-24T15:15Z 16.1K followers, [--] engagements
"There is no geopolitical risk friends nothing to see herekeep scrollin #COM π«‘πͺ #UK to Deploy Royal Navy Warship to #Guyana in Solidarity: Sky #oott https://t.co/A48xV6BakM #UK to Deploy Royal Navy Warship to #Guyana in Solidarity: Sky #oott https://t.co/A48xV6BakM"
X Link 2023-12-25T07:58Z [--] followers, [----] engagements
"Merry Xmas to all except the EIA dude that decided that propane and butane is oil. #COM ππ«‘πͺ"
X Link 2023-12-25T16:34Z 21.5K followers, 24K engagements
"In [----] majority interest of Imperial Oil sold to the Standard Oil group in the . ExxonMobil a descendent of Standard Oil still owns [----] percent of the shares. π₯ In [----] Dr. Roger Butler-engineer at Imperial Oil invented the steam assisted gravity drainage (SAGD) recovery process. Here is a random [----] vintage commercial by Imperial Oil#valueinvesting #COM π«‘πͺ"
X Link 2023-12-26T14:13Z 16.2K followers, [----] engagements
"Favourite pipeline company :"
X Link 2023-12-26T19:03Z 15.5K followers, [----] engagements
"US 'greatly concerned' by IAEA report of Iran's increase in uranium enrichment #COM π«‘πͺ The #UnitedStates is 'greatly concerned' by an IAEA report of #Iran's increase in production of highly enriched #uranium. https://t.co/QM50XEwNAW The #UnitedStates is 'greatly concerned' by an IAEA report of #Iran's increase in production of highly enriched #uranium. https://t.co/QM50XEwNAW"
X Link 2023-12-27T02:28Z 16K followers, [----] engagements
"GOR is the Gas to Oil ratio from a producing well. As you can see GOR increases significantly over time as the associated natural gas production from the OIL wells increases. Now the associated NGLs also increase over time so of course makes a lot of sense to count portions of it as oil its just unbelievable to me that it wasnt a bigger story in [----]. #COM π«‘πͺ"
X Link 2023-12-27T13:55Z 15.9K followers, [----] engagements
"Sure its record production and YET : Jan 2010-2015 oil production increased by 70% ; Between Jan 2015-2020 oil production increased by 40% ; Between Jan 2020-Today oil production increased by 3% maybe the way to look at it is : THAT IT TOOK [--] YEARS TO GET BACK TO ITS PRE-COVID RATES #COMπ«‘πͺ"
X Link 2023-12-28T15:48Z 15.7K followers, [----] engagements
"Please see my comments on SAGD innovation in the article π another important development this year was Imperial Oil commercializing solvents. Alex Filstein Senior Reservoir Engineer at ConocoPhillips Canada and head of the companys solvents program explains why developing solvent technologies is so important especially now. ConocoPhillips ambition is to become a net-zero company for operational emissions by [----]. As a tangible interim step towards this ambition we have set a target to reduce our operated and net equity GHG emissions intensity by 40-50 percent by [----] from a [----] baseline he"
X Link 2023-12-28T19:56Z 14.5K followers, [----] engagements
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