# ![@TSCGllc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1590790910924754961.png) @TSCGllc Timm Schneider

Timm Schneider posts on X about $oke, $mmp, $enlc, if you the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1590790910924754961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590790910924754961/c:line/m:interactions.svg)

- [--] Week [-----] -18%
- [--] Month [-------] -35%
- [--] Months [---------] +13,036%
- [--] Year [---------] +1,803%

### Mentions: [--] [#](/creator/twitter::1590790910924754961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590790910924754961/c:line/m:posts_active.svg)

- [--] Week [--] +33%
- [--] Month [--] -38%
- [--] Months [--] +70%
- [--] Year [--] -20%

### Followers: [---------] [#](/creator/twitter::1590790910924754961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590790910924754961/c:line/m:followers.svg)

- [--] Week [---] -0.35%
- [--] Month [---] +1.80%
- [--] Months [---] +12%
- [--] Year [---] +29%

### CreatorRank: undefined [#](/creator/twitter::1590790910924754961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590790910924754961/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [mlb](/list/mlb)  [us election](/list/us-election)  [countries](/list/countries) 

**Social topic influence**
[$oke](/topic/$oke), [$mmp](/topic/$mmp), [$enlc](/topic/$enlc), [if you](/topic/if-you), [$dvn](/topic/$dvn) #30, [$cop](/topic/$cop), [$ctra](/topic/$ctra) #7, [ipo](/topic/ipo), [$epd](/topic/$epd), [$kmi](/topic/$kmi)

**Top accounts mentioned or mentioned by**
[@war527](/creator/undefined) [@suicide95518428](/creator/undefined) [@mlpguy](/creator/undefined) [@nicequarterguys](/creator/undefined) [@usaenergynatgas](/creator/undefined) [@johnarnoldfndtn](/creator/undefined) [@manchesterutd81](/creator/undefined) [@wsj](/creator/undefined) [@eft](/creator/undefined) [@energy](/creator/undefined) [@oil](/creator/undefined) [@naturalgas](/creator/undefined) [@heikenergy](/creator/undefined) [@bpplc](/creator/undefined) [@shell](/creator/undefined) [@conocophillips](/creator/undefined) [@babygotgas](/creator/undefined) [@barronsonline](/creator/undefined) [@cityoftulsagov](/creator/undefined) [@javierblas](/creator/undefined)

**Top assets mentioned**
[ONEOK, Inc. (OKE)](/topic/$oke) [Magellan Midstream Partners, LP. (MMP)](/topic/$mmp) [ENLINK MIDSTREAM, LLC (ENLC)](/topic/$enlc) [Devon Energy Corp (DVN)](/topic/$dvn) [Copiosa Coin (COP2)](/topic/$cop) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Kinetik Holdings Inc. Class A Common Stock (KNTK)](/topic/$kntk) [Chesapeake Energy, Corp. (CHK)](/topic/$chk) [Southwestern Energy, Co. (SWN)](/topic/$swn) [Williams Companies Inc (WMB)](/topic/$wmb) [Phillips [--] (PSX)](/topic/$psx) [BP p.l.c. (BP)](/topic/$bp) [Hess Corp. (HES)](/topic/$hes) [Plains All American Pipeline, LP. (PAA)](/topic/$paa) [TC Energy Corporation (TRP)](/topic/$trp) [Exxon Mobil (XOM)](/topic/$xom) [Targa Resources Corp. (TRGP)](/topic/$trgp) [Oxygen (OXY)](/topic/$oxy) [EQT, Corp. (EQT)](/topic/$eqt) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Crescent Energy Company (CRGY)](/topic/$crgy) [Venture Global, Inc (VG)](/topic/$vg) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Energy Transfer, LP. (ET)](/topic/$et) [Gelato (GEL)](/topic/$gel) [Convex Finance (CVX)](/topic/$cvx) [Enbridge, Inc (ENB)](/topic/$enb) [Marathon Oil Corporation (MRO)](/topic/$mro) [Diamondback Energy Inc (FANG)](/topic/$fang) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [MPLX LP (MPLX)](/topic/mplx) [Metaplex (MPLX)](/topic/$mplx) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Plains GP Holdings, L.P. Class A Units representing Limited Partner Interests (PAGP)](/topic/$pagp) [APA Corp (US) (APA)](/topic/$apa) [ConocoPhillips (COP)](/topic/conocophillips) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Arweave (AR)](/topic/$ar) [NVIDIA Corp. (NVDA)](/topic/$nvda) [California Resources Corporation (CRC)](/topic/$crc) [Range Resources, Corp. (RRC)](/topic/$rrc) [BKV Corp (BKV)](/topic/$bkv) [Cheniere Energy Partners, LP. (CQP)](/topic/$cqp) [Crestwood Equity Partners LP (CEQP)](/topic/$ceqp) [Sui Name Service (NS)](/topic/$ns) [Hess Midstream LP Class A Share representing a limited partner Interest (HESM)](/topic/$hesm) [PDC Energy, Inc. (PDCE)](/topic/$pdce) [Partisia Blockchain (MPC)](/topic/$mpc) [Valero Energy Corporation (VLO)](/topic/$vlo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Greetings from the #Houston ship channel. $EPD #ENERGY #ENERGYTWITTER #OIL #Gas #shipping"  
[X Link](https://x.com/TSCGllc/status/1640791735969239058)  2023-03-28T19:03Z [----] followers, [---] engagements


"$OKE for $MMP. Finally some M&A. We had been calling for the 'Era of the Super MLP (Midstream.)' for a while. Even a blind squirrel finds a nut every now and then if you wait long enough. Happy Sunday #energy #oil #gas https://ir.oneok.com//media/Files/O/ONEOK-IR-V3/financial-reports/2023/05-14-2023-investor-presentation.pdf https://ir.oneok.com//media/Files/O/ONEOK-IR-V3/financial-reports/2023/05-14-2023-investor-presentation.pdf"  
[X Link](https://x.com/TSCGllc/status/1657877947317878802)  2023-05-14T22:37Z [----] followers, [----] engagements


"Consensus Forecasts + our own deal adjustments: EPS accretion guide of 3-7% from 2024+ is in the range we calculate as well. That assumes an incremental $250mm in combined interest expense & 24% book tax rate on MMP net income contribution. Cash tax is deferred. At an assumed 80% payout ratio the combined entity can pay out $3.93 per share in dividends in [----] and $4.43 per share in [----] for implied pro-forma yield of 6.2% and 6.9% respectively. That would be an implied y/y (24/25) growth rate of 13%. Our FCF accretion estimates for [----] and [----] of 15% and 13% respectively are below the"  
[X Link](https://x.com/TSCGllc/status/1657956743295520769)  2023-05-15T03:51Z [---] followers, [---] engagements


"keep in mind some of the #ETFs compositions on the heels of $OKE and $MMP. $EPD $MPLX $ET $PAA $WES $ENLC $CEQP $CQP $NS $HESM $GEL $HEP $DKL also just noticed my mistype ENLK in the table. some MLP nostalgia Full note here: https://theschneidercapitalgroup.com/2023/05/14/oke-mmp-tulsa-titan-or-tulsa-titanic-pro-forma-math-some-quick-thoughts/ https://theschneidercapitalgroup.com/2023/05/14/oke-mmp-tulsa-titan-or-tulsa-titanic-pro-forma-math-some-quick-thoughts/"  
[X Link](https://x.com/TSCGllc/status/1658063702984212481)  2023-05-15T10:56Z [---] followers, [---] engagements


"***If you are going to do M&A all we ask is that you be able to at a minimum maybe address these five points in your press release or call. #energy #EnergyTransition #oilandgas #mergers $OKE $MMP https://theschneidercapitalgroup.com/2023/05/17/strategic-initiatives-in-focus-with-an-ma-wave-likely-stick-to-the-basics-our-five-question-wishlist/ https://theschneidercapitalgroup.com/2023/05/17/strategic-initiatives-in-focus-with-an-ma-wave-likely-stick-to-the-basics-our-five-question-wishlist/"  
[X Link](https://x.com/TSCGllc/status/1658913090073763889)  2023-05-17T19:11Z [---] followers, [---] engagements


"$OKE / $MMP S-4 is out finally. https://otp.tools.investis.com/clients/us/oneok_inc2/SEC/sec-show.aspxType=html&FilingId=16738245&CIK=0001039684&Index=10000 https://otp.tools.investis.com/clients/us/oneok_inc2/SEC/sec-show.aspxType=html&FilingId=16738245&CIK=0001039684&Index=10000"  
[X Link](https://x.com/TSCGllc/status/1671210324211519488)  2023-06-20T17:36Z [---] followers, [---] engagements


"S4 is out $oke $mmp https://otp.tools.investis.com/clients/us/oneok_inc2/SEC/sec-outline.aspxFilingId=16738245&Cik=0001039684&PaperOnly=0&HasOriginal=1 $OKE for $MMP. Finally some M&A. We had been calling for the 'Era of the Super MLP (Midstream.)' for a while. Even a blind squirrel finds a nut every now and then if you wait long enough. Happy Sunday https://t.co/TFkRYQp1a0 #energy #oil #gas https://otp.tools.investis.com/clients/us/oneok_inc2/SEC/sec-outline.aspxFilingId=16738245&Cik=0001039684&PaperOnly=0&HasOriginal=1 $OKE for $MMP. Finally some M&A. We had been calling for the 'Era of the"  
[X Link](https://x.com/TSCGllc/status/1671243455828307968)  2023-06-20T19:47Z [---] followers, [---] engagements


"$oke/ $mmp. Quick look in [----] and then literally rapid fire starting in late [----] S4 is out $oke $mmp https://t.co/eOp8mQ32JQ S4 is out $oke $mmp https://t.co/eOp8mQ32JQ"  
[X Link](https://x.com/TSCGllc/status/1671261070143668224)  2023-06-20T20:57Z [---] followers, [---] engagements


"Magellans Deal With Oneok Could Derail. Should Berkshire Step In via @BarronsOnline https://www.barrons.com/articles/oneok-magellan-deal-berkshire-63d8fafa https://www.barrons.com/articles/oneok-magellan-deal-berkshire-63d8fafa"  
[X Link](https://x.com/TSCGllc/status/1673670577096126477)  2023-06-27T12:32Z [---] followers, [---] engagements


"$MMP $OKE The probability ofWarren Buffet coming in and breaking up this deal is low in our view. The probability ofWarren Buffet taking a look at MMP if the dealwereto break (organically) is low in our view. https://theschneidercapitalgroup.com/2023/06/26/could-warren-buffets-berkshire-take-a-look-at-magellan-mmp-stock-calls-in-various-deal-scenarios/ https://theschneidercapitalgroup.com/2023/06/26/could-warren-buffets-berkshire-take-a-look-at-magellan-mmp-stock-calls-in-various-deal-scenarios/"  
[X Link](https://x.com/TSCGllc/status/1673670844474617857)  2023-06-27T12:33Z [---] followers, [---] engagements


"Our latest thoughts on $OKE and $MMP. What do you think happens here Also I really want to see this golden driller thing in @cityoftulsagov It's like must see for #Energy and #Oil and #NaturalGas I think source: Wikipedia Images https://theschneidercapitalgroup.com/2023/07/08/cant-eat-relative-wait-what-performance-tracker-week-one-for-our-survey-model-portfolio-and-our-o-w-mmp-vs-u-w-oke-call/ https://theschneidercapitalgroup.com/2023/07/08/cant-eat-relative-wait-what-performance-tracker-week-one-for-our-survey-model-portfolio-and-our-o-w-mmp-vs-u-w-oke-call/"  
[X Link](https://x.com/TSCGllc/status/1677784745957113858)  2023-07-08T21:00Z [---] followers, [---] engagements


"Don't think it's likely but Berkshire would have advantages over $OKE if they wanted $MMP.For one they could make an all-cash offer which really isnt realistic for OKE. This could help MMP holders with tax liability and help de-couple MMP from the acquirers share price"  
[X Link](https://x.com/TSCGllc/status/1678170549111988224)  2023-07-09T22:33Z [---] followers, [---] engagements


"$mmp $oke Here is our math"  
[X Link](https://x.com/TSCGllc/status/1682417619805118464)  2023-07-21T15:49Z [---] followers, [---] engagements


"@ManchesterUtd81 @MLPguy Full disclosure i have all my networth tied up in one mlp that isnt pipelines oh boy but i think the relative money to be made for an active manager that can be nimble is sick. Across energy tbh"  
[X Link](https://x.com/TSCGllc/status/1685837409471111169)  2023-07-31T02:27Z [---] followers, [--] engagements


"@ManchesterUtd81 @MLPguy we had paired $kmi o/w vs u/w $Trp but closed it last week. like the $kmi long still though relative to benchmarks"  
[X Link](https://x.com/TSCGllc/status/1685841151767535616)  2023-07-31T02:33Z [---] followers, [--] engagements


"$mmp $oke Latest thoughts Full details on website"  
[X Link](https://x.com/TSCGllc/status/1688323060363866114)  2023-08-06T22:55Z [---] followers, [---] engagements


"@Suicide95518428 Full details on website. Interested in everyones thoughts"  
[X Link](https://x.com/TSCGllc/status/1688363085277323264)  2023-08-07T01:35Z [---] followers, [---] engagements


"Do you think $oke will need to pay a deal sweetener to get the $mmp deal over the line #eft #energy #oil No. Deal will close is No. Deal will break Yes. Less than $5 p/unit Yes. More than $5 p/unit No. Deal will close is No. Deal will break Yes. Less than $5 p/unit Yes. More than $5 p/unit"  
[X Link](https://x.com/TSCGllc/status/1688364575731613697)  2023-08-07T01:40Z [---] followers, [---] engagements


"Wait #TMFINR is not about #energy M&A $xom $cvx $oke $mmp $pr $este $pdce $den $et Oh boy"  
[X Link](https://x.com/TSCGllc/status/1694047260160540742)  2023-08-22T18:01Z [---] followers, [---] engagements


"$oke $mmp *We take most issue with 1) the strategy of what is in our opinion torpedoing at the risk of sounding overly draconian the standalone MMP business mix (how is this good for PF OKE beyond the tax angle ); and 2) the slide that shows a potential standalone MMP valuation of $48.66 (at a pre-deal peer valuation) and highlighting a potential unit price decline of 27% from current trading prices. Full details here: https://theschneidercapitalgroup.com/2023/08/30/fireworks-in-tulsa-or-attrition-warfare-mmp-takes-shots-at-dissidents-maintain-u-w-oke-o-w-mmp/"  
[X Link](https://x.com/TSCGllc/status/1696878372108775924)  2023-08-30T13:31Z [---] followers, [---] engagements


"$kmi performance (share price only) since the end of Q2 earnings (using Aug 3rd as proxy) versus the other large(r) Midstream C-Corps. vs. $Trgp -8.94% vs. $WMB -3.88% vs. $OKE -2.67% vs. $TRP -2.42% vs. $ENB -1.95% vs. $KNTK -1.32% what gives we have $kmi as an ow in the trade idea book https://theschneidercapitalgroup.com/2023/09/02/is-the-squeeze-worth-the-juice-w-uw-oke-vs-ow-mmp-uw-plug-uw-nee-biggest-winners-on-short-side-model-portfolio-10-3-relative/"  
[X Link](https://x.com/TSCGllc/status/1698793188335522171)  2023-09-04T20:20Z [---] followers, [---] engagements


"Arb spread 2.5%. For those who dont want to play the arb game prob better value elsewhere. We are positioned uw $oke vs ow $mmp. So playing for at least a close as is. ***pls continue to fill out survey*** https://theschneidercapitalgroup.com/2023/09/15/the-longs-aint-workin-and-the-shorts-are-hurtin-model-portfolio-pares-5-w-w-uw-vlo-biggest-loser-uw-plug-ow-cop-biggest-gainers/ $MMP vote scheduled for this week Wed 21st. Let's do a quick poll What do you think happens with this proposed $MMP/ $OKE Transaction. #EFT #energy #Midstream #Oil"  
[X Link](https://x.com/TSCGllc/status/1703736335125664244)  2023-09-18T11:42Z [---] followers, [---] engagements


"We moved to an OW $oke vs. UW $paa/ $pagp #eft #oilandgas ***Interested in your pushback*** https://theschneidercapitalgroup.com/2023/09/25/initiating-new-pair-trade-ow-oke-vs-uw-paa-pagp/ https://theschneidercapitalgroup.com/2023/09/25/initiating-new-pair-trade-ow-oke-vs-uw-paa-pagp/"  
[X Link](https://x.com/TSCGllc/status/1706308592066826453)  2023-09-25T14:04Z [---] followers, [---] engagements


"$paa $pagp $wmb $trgp $et $epd $mplx $mpc $trp $enb $psx $vlo https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1711845723837272078)  2023-10-10T20:46Z [---] followers, [---] engagements


"Exxon agreed to buy Pioneer for nearly $60 billion. The largest oil-and-gas deal in two decades ties the energy giants future to fossil fuels. via @WSJ who is next"  
[X Link](https://x.com/TSCGllc/status/1712063935598272798)  2023-10-11T11:13Z [---] followers, [--] engagements


"Had to make some changes to the model portfolio post $pxd and $xom. Really like $oxy here. No one else does. #energy #eft #oilandgas https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1712964730413850791)  2023-10-13T22:53Z [---] followers, [---] engagements


"***In NJ They Pump Fists Not Gas: $KMI Terminal Asset Sales Could Be Highly Accretive at 20x+ EBITDA*** $EFT $Energy We believe NY Harbor/ East Coast assets could be worth a lot more than 5x just based on land value. *including* remediation expenses. ping me if you want to see the note"  
[X Link](https://x.com/TSCGllc/status/1715495432065823210)  2023-10-20T22:29Z [---] followers, [---] engagements


"We just published our #energy m&a survey results. Thx to the over [---] responses. $DVN $COP $PR $MRO $TRGP Most mentioned. Some go both ways as targets vs buyers. Ping me if you want full list. Also literally zero Canadian company mentions"  
[X Link](https://x.com/TSCGllc/status/1718786488807116833)  2023-10-30T00:26Z [---] followers, [---] engagements


"$TRGP Is Biggest Debate Stock For [----] So Far Last Survey Freebie This is super interesting. Sell-Side (naturally) with 100% Buys as of 12-28-2023 according to Bloomberg. ***Please fill out: #EFT #Energy #Oil #NaturalGas #CleanEnergy https://www.surveymonkey.com/r/MVGRLYX https://www.surveymonkey.com/r/MVGRLYX"  
[X Link](https://x.com/TSCGllc/status/1740549557929607317)  2023-12-29T01:45Z [---] followers, [---] engagements


"IF $CHK / $SWN deal happens this week or over weekend what do you think SWN implied take-out premium will be For context SWN shares closed Friday up 7% to xxxx. 90- day VWAP $6.70/share. 52-Week Hi-Low: $4.57 - $7.69/share @EFT @energy @oil @naturalgas"  
[X Link](https://x.com/TSCGllc/status/1743626821973754206)  2024-01-06T13:33Z [---] followers, [---] engagements


"just realized I didn't use #. why can't I use social media might be better question. #EFT #energy #NaturalGas #LNG $CHK $SWN IF $CHK / $SWN deal happens this week or over weekend what do you think SWN implied take-out premium will be For context SWN shares closed Friday up 7% to xxxx. 90- day VWAP $6.70/share. 52-Week Hi-Low: $4.57 - $7.69/share @EFT @energy @oil @naturalgas IF $CHK / $SWN deal happens this week or over weekend what do you think SWN implied take-out premium will be For context SWN shares closed Friday up 7% to xxxx. 90- day VWAP $6.70/share. 52-Week Hi-Low: $4.57 -"  
[X Link](https://x.com/TSCGllc/status/1743632459613315112)  2024-01-06T13:55Z [---] followers, [---] engagements


"If $CHK and $SWN were to merge is the conference call going to be better or worse than $APA / $CPE. Or is that even possible #EFT #Energy"  
[X Link](https://x.com/TSCGllc/status/1743789557781315869)  2024-01-07T00:20Z [---] followers, [---] engagements


"I mean to be worse. just to be sure"  
[X Link](https://x.com/TSCGllc/status/1743795566276972929)  2024-01-07T00:43Z [---] followers, [--] engagements


"$chk $swn #eft Why cant i even get the ticker of the potential target right 😬 Must be decades of gas utility exposure that i just cant get rid off. Going to bed good night"  
[X Link](https://x.com/TSCGllc/status/1744171661291552820)  2024-01-08T01:38Z [---] followers, [---] engagements


"I tried to help out $CHK and $SWN with their new name. It did not go well. At all. #EFT #energy #NaturalGas Discussion I had w/ ChatGPT earlier this am"  
[X Link](https://x.com/TSCGllc/status/1746237575243682210)  2024-01-13T18:27Z [---] followers, [---] engagements


"Does rick kinder always read the disclosures on the $kmi calls Only [--] mins w/ q&a was great. Still got to chilis on time for happy hour"  
[X Link](https://x.com/TSCGllc/status/1747759623480791097)  2024-01-17T23:15Z [---] followers, [---] engagements


"@MLPguy Might steal the white whale reference"  
[X Link](https://x.com/TSCGllc/status/1749519149800251703)  2024-01-22T19:47Z [---] followers, [---] engagements


"@heik_energy I agree with you David. Brokerage houses don't mind it because it drives trading commissions and tactical calls and short term conviction lists etc. If you look at the biggest five payers to the Street it's not Long only investors (across Prime/ equities/ fixed income/ etc)"  
[X Link](https://x.com/TSCGllc/status/1754589873602789775)  2024-02-05T19:36Z [---] followers, [---] engagements


"@bp_plc should be bought Thinking @Shell or @conocophillips make a ton of sense #eft #energy Interested in your thoughts"  
[X Link](https://x.com/TSCGllc/status/1754979961922879926)  2024-02-06T21:26Z [---] followers, [--] engagements


"please fill out our @bp_plc @Shell @conocophillips M&A survey. You don't have to pick just those two. #EFT #energytwitter #Oil #gas #lng Thank you Timm"  
[X Link](https://x.com/TSCGllc/status/1755028374437667266)  2024-02-07T00:39Z [---] followers, [---] engagements


"@JavierBlas Maybe $COP should buy $BP. or some others"  
[X Link](https://x.com/TSCGllc/status/1755612985958256801)  2024-02-08T15:22Z [---] followers, [---] engagements


"@WAR527 when we ran our #energy M&A survey earlier in January these were the results for $DVN: In our survey DVNs prime targets were identified as: 1) $MRO; 2) $MTDR; 3) $FANG; and 4) Private https://theschneidercapitalgroup.com/2024/01/12/2024-energy-ma-outlook-survey-part-ii-endeavor-private-voted-as-overwhelming-takeout-target-other-interesting-combos-within/ https://theschneidercapitalgroup.com/2024/01/12/2024-energy-ma-outlook-survey-part-ii-endeavor-private-voted-as-overwhelming-takeout-target-other-interesting-combos-within/"  
[X Link](https://x.com/TSCGllc/status/1755754576295112833)  2024-02-09T00:44Z [---] followers, [---] engagements


"@USAEnergyNatGas I am not a gas trader i only look at the equities. Can you explain this to me like for a five year old It seems interesting but i have no idea what it means thank you"  
[X Link](https://x.com/TSCGllc/status/1756782468282142850)  2024-02-11T20:49Z [---] followers, [---] engagements


"@_jdill23 What about $COP for $BP"  
[X Link](https://x.com/TSCGllc/status/1756788522525008174)  2024-02-11T21:13Z [---] followers, [---] engagements


"Hear me out here it sounds crazy but it actually makes sense $wmb $gel #eft #EnergyTransition"  
[X Link](https://x.com/TSCGllc/status/1761515328679391565)  2024-02-24T22:15Z [---] followers, [---] engagements


"from the CLR 10-K I added exit rates as well lines up roughly with the midpoint of $OKE Rockies nat gas guide (just high level for basin comp) *IF* CLR exit rate stays flat on heels of 4% capex decline but the guidance bookends for OKE were wide ranging from +1% to + 17%. Midpoint +9%"  
[X Link](https://x.com/TSCGllc/status/1762653269006966901)  2024-02-28T01:37Z [---] followers, [--] engagements


"Took $so out of the long model portfolio full details on website"  
[X Link](https://x.com/TSCGllc/status/1765389218778362032)  2024-03-06T14:49Z [---] followers, [---] engagements


"@DiveBomb321 @Gasino11 @BabyGotGas do you pull this off FactSet or Bloomberg Looks like fsctset. I am using that but haven't figured out how to get the feeds in. but I am like a boomer with technology"  
[X Link](https://x.com/TSCGllc/status/1766935085683540397)  2024-03-10T21:12Z [---] followers, [---] engagements


"@EnergyPeddler I just sent this question to my blast last but does anyone think an activist might get involved at $EQT Interested in thoughts"  
[X Link](https://x.com/TSCGllc/status/1769433186105229401)  2024-03-17T18:38Z [---] followers, [--] engagements


"Does anyone have Einhorn's Solvay deck from earlier today haven't seen it online. #Eft #energy $gel #sodaash"  
[X Link](https://x.com/TSCGllc/status/1775602034537869451)  2024-04-03T19:11Z [---] followers, [---] engagements


"@SheDrills correct. we closed our $AR long today in the model portfolio. pressing the $HP short. But my point is since I am NOT bullish gas *price* I'd rather be long Midstream/ Infrastructure/ Marketing i.e. long volatility and volume"  
[X Link](https://x.com/TSCGllc/status/1783636895248892118)  2024-04-25T23:19Z [---] followers, [--] engagements


"Anyone have any thoughts on $dtm for $enlc hypothetical #Energy #ccus #naturalgas #eft #oil #m&a Timm"  
[X Link](https://x.com/TSCGllc/status/1787254706521129228)  2024-05-05T22:55Z [---] followers, [---] engagements


"Short book got lit up this week #energy #NaturalGas #natgas #eft I need to replace $sun/ $enlc/ $kntk. Any suggestions"  
[X Link](https://x.com/TSCGllc/status/1789035079630475374)  2024-05-10T20:49Z [---] followers, [---] engagements


"@WAR527 We looked at some of these CoC numbers last year but i actually find coc/ annual comp ratio more interesting. The higher the ratio in theory the better npv trade for the ceo. Mro ranked second out of companies we looked at swn was up there as well"  
[X Link](https://x.com/TSCGllc/status/1796670390640517178)  2024-05-31T22:29Z [---] followers, [---] engagements


"@WAR527 Who are companies B & C wrong answers only"  
[X Link](https://x.com/TSCGllc/status/1799252641773404651)  2024-06-08T01:30Z [---] followers, [---] engagements


"What combos do and dont yall like on this list #energy #eft #oil #natgas #permian New note just posted. On the heels of our recent M&A survey https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1801005116062892278)  2024-06-12T21:34Z [---] followers, [---] engagements


"Here are our four M&A Tiers in terms of weighted accretion ranking on: 1) FCF; 2) Balance Sheet/ Leverage; 3) EPS; and 4) EBITDA. Tier [--] = Best; Tier [--] = Not Best. Not saying all these happen or are likely. See website for full details. Interested in your thoughts on these Timm https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1801719113963724924)  2024-06-14T20:51Z [---] followers, [---] engagements


"Why does arb spread keep widening on $chk/ $swn Havent followed it closely but noticed it today vs march"  
[X Link](https://x.com/TSCGllc/status/1802752167310221600)  2024-06-17T17:16Z [---] followers, [---] engagements


"vote tomorrow 10AM CST. any possibility this gets voted down $CHK/ $SWN/ #eft / #energy /#natgas"  
[X Link](https://x.com/TSCGllc/status/1802826825900711986)  2024-06-17T22:13Z [---] followers, [---] engagements


"This is for fun only. $NVDA for $XOM/ $COP/ $SHEL/ $CVX/ $CEG/ $VST/ $NRG/ $NEE/ $ET/ $EPD. #EFT #Energy https://theschneidercapitalgroup.com/2024/06/20/nvda-n-r-could-pay-a-25-premium-all-cash-no-synergies-for-xom-n-r-and-still-make-the-deal-19-accretive-on-fcf-in-2025e-just-for-fun/ https://theschneidercapitalgroup.com/2024/06/20/nvda-n-r-could-pay-a-25-premium-all-cash-no-synergies-for-xom-n-r-and-still-make-the-deal-19-accretive-on-fcf-in-2025e-just-for-fun/"  
[X Link](https://x.com/TSCGllc/status/1803827068842504564)  2024-06-20T16:27Z [---] followers, [---] engagements


"I like to see M&A. and we just filled three spots on our M&A bingo card #energy $DVN OIL M&A: Finally Devon is doing its long-awaited M&A deal. It's buying the Bakken business of private equity-owned Grayson Mill Energy for $5 billion (mix of cash and stock). Pro-forma production rises to [------] b/d (equivalent). #OOTT $DVN https://t.co/Pq08W9mBaN OIL M&A: Finally Devon is doing its long-awaited M&A deal. It's buying the Bakken business of private equity-owned Grayson Mill Energy for $5 billion (mix of cash and stock). Pro-forma production rises to [------] b/d (equivalent). #OOTT $DVN"  
[X Link](https://x.com/TSCGllc/status/1810282459252084984)  2024-07-08T11:59Z [---] followers, [---] engagements


"Latest in our M&A scenario analysis we like the weird stuff #eft #Energy #oilandgas $dvn $chrd $hes https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1810726814572028031)  2024-07-09T17:24Z [---] followers, [---] engagements


"@WAR527 The more i think about m&a the more i think its like a relationship unless it is a hell yeah it is a no. And you can only cover up things for so long. Not specific to companies mentioned but in general"  
[X Link](https://x.com/TSCGllc/status/1810855488310915512)  2024-07-10T01:56Z [---] followers, [---] engagements


"Part II of our #bakken consolidation thesis. going down the rabbit-hole. $DVN/ $CHRD/ $COP/ $CVX/ $CLR (private)/ $HES/ #HESM #eft #energytwitter #Oil https://theschneidercapitalgroup.com/2024/07/14/our-great-bakken-consolidation-theme-part-2-what-would-a-hypothetical-acquisition-of-continental-resources-private-look-like/ https://theschneidercapitalgroup.com/2024/07/14/our-great-bakken-consolidation-theme-part-2-what-would-a-hypothetical-acquisition-of-continental-resources-private-look-like/"  
[X Link](https://x.com/TSCGllc/status/1812629951167787177)  2024-07-14T23:27Z [---] followers, [---] engagements


"@WAR527 I feel like all these calls blend together after the 2nd one. the Q&A sessions are even worse. Sell-Side rule #1) need to ask a question even if I know the answer or no one gaf about what I am asking but I must be heard"  
[X Link](https://x.com/TSCGllc/status/1813297540064022650)  2024-07-16T19:39Z [---] followers, [---] engagements


"which one of you dropped $ET buying $KMI in the 2H'24 M&A Outlook Survey. I definitely appreciate the spirit of the mega-deal 😀 But probably one of the worst deals I have modeled out in a spreadsheet. #energy #EFT #natgas #Oil"  
[X Link](https://x.com/TSCGllc/status/1816587043406860363)  2024-07-25T21:31Z [---] followers, [---] engagements


"Updated Energy M&A Bingo Card. highlighting all of the picks from the recent outlook survey that we already had on there (blue boxes). Those are the deals folks think will happen before YE'24. hoping for some merger Monday action so of these votes were for: $KMI for $TRGP; $OKE for $ENLC; $KMI for $ENLC; $FANG for $PR; $KMI for $PAA; $TRGP for $ENLC; $ET for $PAA; $SHEL for $BP; $COP for $BP; $FANG for $MTDR; $KMI for $KNTK; and $COP for $DVN. #eft #energy"  
[X Link](https://x.com/TSCGllc/status/1817620889548009499)  2024-07-28T17:59Z [---] followers, [---] engagements


"@MLPguy I'm sorry I'm new to the story but. also what is the good hallway chatter from conference"  
[X Link](https://x.com/TSCGllc/status/1823782388671111242)  2024-08-14T18:03Z [----] followers, [---] engagements


"I prefer midstream (naturally) but I thought this was interesting. #energy #energytwitter $APA $AR $CHK $CHRD $CIVI $COP $CRC $CRGY $CRK $CTRA $DVN $EOG $EQT $FANG $GPOR $HES $HPK $KOS $MRO $MTDR $MUR $NOG $OVV $OXY $PR $RRC $SM $SWN $VTLE $VTS https://theschneidercapitalgroup.com/2024/08/19/domestic-eps-can-return-20-of-market-cap-equivalent-to-shareholders-while-reducing-leverage-45-from-2025-2027e-is-it-enough/ https://theschneidercapitalgroup.com/2024/08/19/domestic-eps-can-return-20-of-market-cap-equivalent-to-shareholders-while-reducing-leverage-45-from-2025-2027e-is-it-enough/"  
[X Link](https://x.com/TSCGllc/status/1825586686438387836)  2024-08-19T17:32Z [---] followers, [----] engagements


"I just want pushback. posting our evening note. #natgas #EFT #energy Natural Gas: I Am Arguing w/ Natural Gas (Price) Bulls on a Daily Basis Now Curve is (Still) Too High August [--] [----] But first: For Tomorrows EIA Storage number we are forecasting an injection of 24Bcf slightly below consensus estimates calling for a 25Bcf add. The prior five year average is 41bcf. We have been high the past four weeks vs. actuals. A 24bcf injection would bring total storage levels to 3288bcf or 12% above the five year average. We have a small short position (Oct24) on as of the time of the writing (15:30"  
[X Link](https://x.com/TSCGllc/status/1826449541589336438)  2024-08-22T02:41Z [----] followers, [----] engagements


"@jer33500 Matterhorn comes online Sep or October. Doesn't matter. It is NOT all new production. I think [---] is conservative but I am bearish so I need to be conservative. the element of reflexivity in the gas curve is one of the most underestimated triggers imo"  
[X Link](https://x.com/TSCGllc/status/1826457250484859181)  2024-08-22T03:11Z [----] followers, [---] engagements


"To all my Midstream nerds. whoever correctly identifies the outlier lower left hand. free drinks tonight in #NYC (here for marketing). Preferably #Tribeca or below 14th. Thinking Beef Bar or #Pastis maybe This is average unlevered ROIC 25-28E for our [--] coverage universe vs. what we calculate as 'value spread'. I.e. the delta between a company's average EV/ EBITDA multiple from [----] - 2028E and their implied return on capex spent. We treat all capex as capex. No bs exemptions for maintenance vs growth. Dollar in Dollar out"  
[X Link](https://x.com/TSCGllc/status/1826602706850480515)  2024-08-22T12:49Z [---] followers, [---] engagements


"$OKE for $ENLC and Medallion (Private). Hats off to our 2H'24 M&A Survey Takers. They nailed OKE for ENLC and ENLC as most likely seller. We ran the below accretion/ dilution analysis a month ago or so. Just keep in mind this was for the whole thing and I think we assumed 85/15 equity/ cash mix and think was 20pct premium. Need to check synergy assumptions. So not exactly apples-to-apples vs. OKE numbers in deck. Below is a table showing the most voted transactions to occur before the end of the year (there was only one vote for ET for KMI but we found it amusing so we are including):"  
[X Link](https://x.com/TSCGllc/status/1828987379925037190)  2024-08-29T02:45Z [---] followers, [----] engagements


"what do people think on this (outside the unfortunate release timing) My first questions were around: 1) Implications for Bakken; 2) Does someone come over the top for ENLC (since was voted as most likely seller. And maybe Medallion); 3) Does this mean OKE could look to consolidate further Permian oil infra We had been vocal publicly we liked OKE for PAA. Math checked out"  
[X Link](https://x.com/TSCGllc/status/1828990951458501090)  2024-08-29T02:59Z [---] followers, [---] engagements


"@CapDepreciation ya we had (have) $WMB for $ENLC on our Bingo Card"  
[X Link](https://x.com/TSCGllc/status/1828994245987831958)  2024-08-29T03:13Z [---] followers, [---] engagements


"specifically this is what we had noted on the heels of our survey results on some other potential suitors for ENLC. $KMI for $ENLC: We like the Permian and Haynesville overlap. We dont love ENLCs large SCOOP/ STACK presence. We believe some of the non-core legacy assets (outside of Haynesville and Permian) could be sold.The carbon capture angle should also be right up KMIs alley. We believe ENLC could add some tax assets (via the pref) to make the transaction more accretive as well. We do not account for that in our math. FCF/ share accretion at 18% still screens well albeit not at the top"  
[X Link](https://x.com/TSCGllc/status/1828995833444098249)  2024-08-29T03:19Z [----] followers, [---] engagements


"$OKE for $ENLC + Can cross off G-2 and G-12. Though this destroys a lot of other boxes and combos if no one comes over the top"  
[X Link](https://x.com/TSCGllc/status/1828997774785880463)  2024-08-29T03:27Z [---] followers, [----] engagements


"$oke for $enlc Note just hit. #energy #EFT #energytwitter https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1829117654914801737)  2024-08-29T11:23Z [---] followers, [---] engagements


"If I am an $enlc holder am I guaranteed at least [-----] by the time I get taken out in [----] or whenever or is this market based. Or I guess $oke equivalent exchange ratio"  
[X Link](https://x.com/TSCGllc/status/1829141945970512076)  2024-08-29T12:59Z [---] followers, [---] engagements


"Taking a few chips off the table here. Has been one of the better performers in the portfolio. $OKE/ $ENLC/ #energy /#EFT https://theschneidercapitalgroup.com/2024/08/29/effective-immediately-we-are-reducing-our-oneok-oke-long-weight-in-the-model-portfolio-to-3-from-8/ https://theschneidercapitalgroup.com/2024/08/29/effective-immediately-we-are-reducing-our-oneok-oke-long-weight-in-the-model-portfolio-to-3-from-8/"  
[X Link](https://x.com/TSCGllc/status/1829160300635140302)  2024-08-29T14:12Z [---] followers, [---] engagements


"This $oke and $ENLC transaction wont let me rest. And Medallion of course. This may be an insane take but cant help to think about it"  
[X Link](https://x.com/TSCGllc/status/1829594192940863870)  2024-08-30T18:57Z [---] followers, [---] engagements


"Informal twitter poll. Which desperation deals will get announced next week at Barcap. Upstream/ Midstream/ OFS. Or maybe non desperation deals as well. Happy Labor Day weekend all. #EFT #energy #natgas #Oil #energytwitter"  
[X Link](https://x.com/TSCGllc/status/1830234081562677254)  2024-09-01T13:19Z [---] followers, [----] engagements


"@WAR527 Is $hes allowed to make acquisitions"  
[X Link](https://x.com/TSCGllc/status/1830286335988347229)  2024-09-01T16:47Z [----] followers, [---] engagements


"@NiceQuarterGuys @WAR527 I think $DVN continues to consolidate bakken. Then $cop comes in for the whole thing. But not this week"  
[X Link](https://x.com/TSCGllc/status/1830328866411319535)  2024-09-01T19:36Z [---] followers, [---] engagements


"@NiceQuarterGuys @WAR527 We ran $DVN for $chrd and then subsequently $DVN for $clr. An old homecoming of sorts. And $DVN tower probably at 50pct capacity. Ping me if anyone wants to see the numbers"  
[X Link](https://x.com/TSCGllc/status/1830338054474862920)  2024-09-01T20:12Z [---] followers, [---] engagements


"I forgot to post the text but here are our thoughts on the $OKE/ $ENLC/ Medallion transaction. Some Labor Day Reading: Will $OKE be Able to Maintain a Premium Valuation Was Medallion a Way for $OKE to Get $ENLC Uncontested #Eft #energy #natgas August [--] [----] The premium valuation issue Is a frequent topic that popped up in a plethora of investor conversations following Wednesdays deal announcement. The Medallion as a package deal to get ENLC uncontested is something we conjured up on our own the more we thought about the deal (Read On). Think of this in the context of other potential domestic"  
[X Link](https://x.com/TSCGllc/status/1830622901034246638)  2024-09-02T15:04Z [---] followers, [---] engagements


"Y tho Because I can Full Note on website $wmb $kntk $trgp #energy https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1831475891970679243)  2024-09-04T23:34Z [---] followers, [---] engagements


"@Suicide95518428 Sometimes equity investors need to be reminded that reducing a company's debt load is accretive to the equity"  
[X Link](https://x.com/TSCGllc/status/1833201290689810589)  2024-09-09T17:50Z [----] followers, [---] engagements


"#Wawa over #waha #natgas I feel like the gas station culture and loyalty to certain brands in the Northeast is second to none"  
[X Link](https://x.com/TSCGllc/status/1835360306500878479)  2024-09-15T16:49Z [----] followers, [---] engagements


"@USAEnergyNatGas @PaulSaladino7 I am not an expert on critical notices but it says end date 10-31-2024. Does this mean the piece will be offline until then or is that just a generic number they throw out to make sure they have enough time to address the issue Most other notices are only one day. Thx"  
[X Link](https://x.com/TSCGllc/status/1838360951365550379)  2024-09-23T23:33Z [----] followers, [---] engagements


"Just crushed $ET Trivia Tuesday on LinkedIn. And they say I have a face made for radio. not sure how that applies here but the only thing I could think of. #energy #EFT"  
[X Link](https://x.com/TSCGllc/status/1838773063543861559)  2024-09-25T02:50Z [----] followers, [---] engagements


"@JohnArnoldFndtn Would assume over time that makes real estate in areas not really impacted by natural disasters more valuable. Everyone returning to the Northeast lol"  
[X Link](https://x.com/TSCGllc/status/1839475049348100544)  2024-09-27T01:20Z [----] followers, 31.5K engagements


"@Ghostzapper0406 @JohnArnoldFndtn Like WI & MN I was thinking maybe Kansas City as well but then you are in Tornado alley"  
[X Link](https://x.com/TSCGllc/status/1839491746343915638)  2024-09-27T02:26Z [----] followers, [----] engagements


"Watching the baseball playoffs I never realized they had the behind the plate camera never played the sport but respect. Hitting a fastball has to be one of the hardest things in professional sports #eft #mets #phillies #YankeesTwitter #royals"  
[X Link](https://x.com/TSCGllc/status/1842721113346056262)  2024-10-06T00:18Z [----] followers, [---] engagements


"$kmi reported #natgas #energy #EFT One of our more unconventional recaps. But you can go to the other [--] folks for EBITDA and guidance changes Here is what we said Kinder Morgan (KMI; N/R): Break-Up to Unlock Value October [--] [----] is one of the more interesting discussions from todays earnings call. And was shut down in quick order by management. We dont believe KMI breaks up. However the call just made us think about a ton of ongoing themes in Energy and specifically Energy Infrastructure. Here are a few of these. Please give us a shout if you want to discuss. *If KMI were to break-up we do"  
[X Link](https://x.com/TSCGllc/status/1846705795779396046)  2024-10-17T00:12Z [---] followers, [----] engagements


"@BabyGotGas Most people dont even know that anymore And also what where the initials for $ego lol"  
[X Link](https://x.com/TSCGllc/status/1846712360289050689)  2024-10-17T00:38Z [---] followers, [--] engagements


"$KMI/ $LBRT/ $SLB Conference Calls Lead Us to Open a new #natgas Spread Trade: A Few Key #energy Takes. We believe our V2 P Thesis remains in full effect for the sector after listening to $KMI/ $LBRT/ $SLB earnings calls. Recall this is our proprietary sector theme that prefers owning: 1) Volatility; and 2) Volume over Price. This was initially just a natural gas call but is rapidly spilling over into the crude oil & NGL side of the equation. From a positioning perspective this remains a de-facto call of preferring 1) #Midstream and #EnergyInfrastructure over 2) #Upstream. We still like"  
[X Link](https://x.com/TSCGllc/status/1847994499319976178)  2024-10-20T13:33Z [---] followers, [---] engagements


"Got snapped off again today with short ng1 vs long ng4. Fired all salvos we had left post close. #natgas Dont hate the player hate the game right At least we closed the $rrc short in the am. Dont love gas but also dont think its a short relative. Latest thoughts Two Things: 1) Driving to Baltimore Tomorrow AM for Meetings (Lucky Me; Read On); and 2) Some Thematic Thoughts out of Earnings October [--] [----] Just kidding people from Baltimore Harbor East isnt bad also I should not be talking I live outside of Philadelphia in the sticks. So we will be on our way to Baltimore tomorrow am for"  
[X Link](https://x.com/TSCGllc/status/1849585763081490893)  2024-10-24T22:56Z [---] followers, [---] engagements


"@Suicide95518428 Seems weird. When you click on Michael Ure on google search it links to new CEO so they didnt even have time to change their search thing. But I am also debating if I should do chilis or Texas Roadhouse for dinner and baseball which has taken priority"  
[X Link](https://x.com/TSCGllc/status/1851038416332337205)  2024-10-28T23:08Z [---] followers, [---] engagements


"Two things: 1) If I see one more political ad from either party I am going to lose it. living in PA is tough during elections; and 2) Please fill out our TSCG [----] U.S. Presidential Election survey. ***I will post results on here hopefully before market open on Tuesday*** 100% anonymous (we use surveymonkey). #natgas #energy #EFT #Oil https://www.surveymonkey.com/r/35YPP5K https://www.surveymonkey.com/r/35YPP5K https://www.surveymonkey.com/r/35YPP5K https://www.surveymonkey.com/r/35YPP5K"  
[X Link](https://x.com/TSCGllc/status/1853104819537355178)  2024-11-03T15:59Z [----] followers, [---] engagements


"i can't get the links to work but I guess you can still see where the general interest falls. #energy #natgas #EFT ***TOP FIVE*** MOST READ NOTES IN OCTOBER Kinder Morgan ( $KMI: N/R): Break-Up to Unlock Value (link) We are getting a bunch of questions on the $WES CEO change announcement post close (link) Peak Resource ( $PRB; IPO) Set to Price Later This Week. Happy to Chat (link) Two Things: 1) Driving to Baltimore Tomorrow AM for Meetings (Lucky Me; Read On); and 2) Some Thematic Thoughts out of Earnings so Far (link) $KMI/ $LBRT/ $SLB Conference Calls Lead Us to Open a New Natural Gas"  
[X Link](https://x.com/TSCGllc/status/1853185823560077813)  2024-11-03T21:21Z [---] followers, [---] engagements


"if you haven't done so please keep filling out our [----] U.S. presidential election survey #natgas #energy #oil #CleanEnergy #EFT https://www.surveymonkey.com/r/35YPP5K https://www.surveymonkey.com/r/35YPP5K"  
[X Link](https://x.com/TSCGllc/status/1853446089594007977)  2024-11-04T14:35Z [----] followers, [---] engagements


"REPUBLICAN SWEEP* . is base case per our proprietary [----] Presidential Election survey As promised full link is here and in front I paywall thx for everyone that filled this out #natgas #oil #energy #EFT EXECUTIVE SUMMARY Our survey takers are projecting aRepublican Sweep (Trump/ Senate Majority/ House Majority). We believe a split Senate/ House is the most likely irrespective of who wins the Presidential race. If our survey takers are correct and we get a Republican sweep we believe This would be *bearish* near-term natural gas price (Ukraine + likely permitting reform). *Neutral* Oil price"  
[X Link](https://x.com/TSCGllc/status/1853614851953942625)  2024-11-05T01:46Z [----] followers, [---] engagements


"Thx again to everyone who filled out our [----] U.S. presidential election outlook survey. The [---] survey takers nailed the 1) election outcome; and 2) what might be a clean Republican sweep. I am posting the link to the survey here in case you have not seen it. It is in front of the paywall so everyone can access. #natgas #oil #energy #cleantech #solar #capitalmarkets #EFT https://theschneidercapitalgroup.com/wp-content/uploads/2024/11/The-Schneider-Capital-Group-2024-U.S.-Presidential-Election-Survey3.pdf"  
[X Link](https://x.com/TSCGllc/status/1854185083453706548)  2024-11-06T15:32Z [----] followers, [---] engagements


"@Suicide95518428 $ET call 44:00 min time stamp. tell me what you really think. lol https://edge.media-server.com/mmc/p/ms4r84vy/ https://edge.media-server.com/mmc/p/ms4r84vy/"  
[X Link](https://x.com/TSCGllc/status/1854392348425216175)  2024-11-07T05:16Z [----] followers, [--] engagements


"So we posted the results of our investor stock picks (TOP Longs and TOP Shorts over next twelve months) on the website. It is for subscribers only but if you filled it out I will go by the honor system and send it to you. $XOM was voted top long over the next [--] months. In my decade or so of running this survey $XOM never came close to that spot. Very interesting in terms of investor sentiment into [----]. link to website: #energy #natgas #Oil #Cleantech #energytransition #capitalmarkets #EFT #energytwitter https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1857462980012610025)  2024-11-15T16:37Z [----] followers, [---] engagements


"@NiceQuarterGuys That is about to be me maybe should just cxl flight and go on Chicago bender but weather sucks"  
[X Link](https://x.com/TSCGllc/status/1859771497071665328)  2024-11-22T01:30Z [----] followers, [--] engagements


"@USAEnergyNatGas @SynMaxData Thx. On what metric did the analysis focus Additional cash tied to what"  
[X Link](https://x.com/TSCGllc/status/1861195204562174423)  2024-11-25T23:48Z [---] followers, [---] engagements


"Did Todays $BX/ $EQT Transaction Set the High End of the Valuation Range for Nat Gas Assets November [--] [----] we believe not. But we received a ton of questions on this transaction today and read-thrus for the industry. LINK: $EQT Announces $3.5 Billion Midstream Joint Venture with Blackstone Credit & Insurance Apologies for the brevity but traveling. Please reach out if you want to chat. Interested in your thoughts on this as well. Timm #energy #natgas #oil"  
[X Link](https://x.com/TSCGllc/status/1861290668091756786)  2024-11-26T06:07Z [---] followers, [---] engagements


"@Suicide95518428 @NiceQuarterGuys do you like this deal or not"  
[X Link](https://x.com/TSCGllc/status/1861306317257728223)  2024-11-26T07:09Z [---] followers, [---] engagements


"Exciting news We have just released our final valuation ranges for the upcoming $VG IPO which fall below the company's initial $40 - $46 per share valuation (details on website). The pricing is set for Thursday January 23rd with the first day of trading scheduled for Friday January 24th. This development brings forth various interesting aspects and considerations especially regarding implications throughout the energy value chain. For subscribers our latest reports can be accessed on our website: Feel free to reach out if you would like to discuss this further or explore our asset-level"  
[X Link](https://x.com/TSCGllc/status/1881096301531525319)  2025-01-19T21:48Z [---] followers, [----] engagements


"Hats off on the napkin math. I think [--] is closer to the bottom than the top. We put two tactical pair trade ideas out earlier today marked $vg at [-----]. We ran new spreads as of today and updated plaquamines volumes. That little tweak added almost 5pct of value. This model is extremely torque-y. We shall see"  
[X Link](https://x.com/TSCGllc/status/1884388088647962668)  2025-01-28T23:48Z [---] followers, [---] engagements


"What are some interesting topics in #energy and related sectors to talk about. Getting a bit bored with the #AI and #electrification theme"  
[X Link](https://x.com/TSCGllc/status/1884710802197733693)  2025-01-29T21:10Z [---] followers, [---] engagements


"On [--]. I wonder if there can be select real estate angles especially for refining and tank farms. We have run this analysis for $Kmi and there NJ tank farms. The real estate value even after reclamation costs is substantial. Would sell to $amzn or something like that and they convert it to warehouses or could potentially put data center in it I guess"  
[X Link](https://x.com/TSCGllc/status/1885084786911568383)  2025-01-30T21:56Z [---] followers, [--] engagements


"MUST SEE TV. $PSX Elliott builds over $2.5 billion stake in Phillips [--] seeks operational changes source says https://www.reuters.com/markets/deals/activist-elliott-builds-over-25-billion-stake-phillips-66-wsj-reports-2025-02-11/ https://www.reuters.com/markets/deals/activist-elliott-builds-over-25-billion-stake-phillips-66-wsj-reports-2025-02-11/"  
[X Link](https://x.com/TSCGllc/status/1889442432741232728)  2025-02-11T22:32Z [---] followers, [---] engagements


"Big moves brewing at $PSX Elliott Investment Management L.P. proposal to unlock potential value at Phillips [--] puts the #energy conglomerate in the spotlight especially its #Midstream business. But a full purge may not be that simple given deep integration with #refining in our view. We believe alternative strategies - asset sales carve-outs or a partial IPO - could be on the table. #Chemicals might be easier to separate while divesting European assets would be a smaller value 'unlock.' One thing is clear: how PSX navigates this could reshape its future.Plenty to unpack - more thoughts"  
[X Link](https://x.com/TSCGllc/status/1889683849182900589)  2025-02-12T14:31Z [---] followers, [---] engagements


"St. Patricks Day Special best enjoyed with a pint of Guinness. $psx #energy #eft #oil"  
[X Link](https://x.com/TSCGllc/status/1901634065788207192)  2025-03-17T13:57Z [---] followers, [---] engagements


"@WAR527 We did have $shel for $bp on the bingo card but no idea if Bloomberg article has any merit"  
[X Link](https://x.com/TSCGllc/status/1919063135727624627)  2025-05-04T16:14Z [---] followers, [---] engagements


"@MicheleZanini @JohnArnoldFndtn The response misses the point: dividends and buybacks return capital to shareholders incentivizing investment in pharma companies like J&J. Without them funding for R&D would dry up as investors need returns to justify the risk. It's not a subsidy; it's how markets work"  
[X Link](https://x.com/TSCGllc/status/1921946643064111243)  2025-05-12T15:12Z [---] followers, [--] engagements


"@heik_energy blast from the past. Show Me the Money: CEO Compensation in the Energy Space Who Can Maximize NPV by Selling (the Company) this is [----] data we put this out about a year ago. some of these aren't around anymore https://theschneidercapitalgroup.com/2024/06/03/show-me-the-money-ceo-compensation-in-the-energy-space-who-can-maximize-npv-by-selling-the-company/ https://theschneidercapitalgroup.com/2024/06/03/show-me-the-money-ceo-compensation-in-the-energy-space-who-can-maximize-npv-by-selling-the-company/"  
[X Link](https://x.com/TSCGllc/status/1921955829038596593)  2025-05-12T15:49Z [---] followers, [---] engagements


"@WAR527 Does kimmeridge still own a large civi chunk havent checked the holdings lately"  
[X Link](https://x.com/TSCGllc/status/1929899759029940706)  2025-06-03T13:55Z [---] followers, [---] engagements


"Some weekend reading these were the most likely combos voted in #Midstream in [----] per our outlook survey. Doesnt include privates we run these on consensus estimates to stay objective. #etf #natgas #energy #Oil Keep in mind a lot of these equity prices have moved very lob-sided since then"  
[X Link](https://x.com/TSCGllc/status/1936519650608631955)  2025-06-21T20:20Z [---] followers, [----] engagements


"Arbitrators in Exxon Hess dispute over Chevron deal have reached a decision sources say https://www.reuters.com/business/energy/arbitrators-exxon-hess-dispute-over-chevron-deal-have-reached-decision-sources-2025-07-04/ https://www.reuters.com/business/energy/arbitrators-exxon-hess-dispute-over-chevron-deal-have-reached-decision-sources-2025-07-04/"  
[X Link](https://x.com/TSCGllc/status/1941123922843533743)  2025-07-04T13:16Z [---] followers, [---] engagements


"@WAR527 If CVX were to lose - what are they buying instead"  
[X Link](https://x.com/TSCGllc/status/1941127562132074833)  2025-07-04T13:30Z [---] followers, [---] engagements


"@PLM_Pimp That looks like fancy chilis"  
[X Link](https://x.com/TSCGllc/status/1945585425797488903)  2025-07-16T20:44Z [---] followers, [---] engagements


"$Kmi why is there a presence of more sellers than buyers"  
[X Link](https://x.com/TSCGllc/status/1945895478295425378)  2025-07-17T17:16Z [---] followers, [---] engagements


"$KMI earnings call. uploaded the last eight transcripts to chatgpt and had it identify themes. #LNG it jams into #natgas demand. surprised it didn't pick up on RNG/ renewable fuels fading. Nothing too surprising"  
[X Link](https://x.com/TSCGllc/status/1946233507375632507)  2025-07-18T15:40Z [---] followers, [---] engagements


"Not meant to pontificate but these are my happy hour thoughts definitely open to pushback here its just the long #natgas thesis is so consensus #eft"  
[X Link](https://x.com/TSCGllc/status/1946408228134269148)  2025-07-19T03:14Z [---] followers, [----] engagements


"One of our key themes has been what we coin V2P which is simply own 1) volatility and 2) volume over 3) price. This is from an equities perspective and favors midstream over upstream broadly obviously there are exceptions. Whether you are a gas bear or bull I believe volatility is here to stay so a target rich environment for those with storage/ pipes/ assets in ground and able to trade around that"  
[X Link](https://x.com/TSCGllc/status/1946602823463960604)  2025-07-19T16:07Z [---] followers, [---] engagements


"Which (energy) stock will replace $HES in the S&P [---] if the $CVX deal closes one clear favorite so far. https://www.surveymonkey.com/r/6GN73RN https://www.surveymonkey.com/r/6GN73RN"  
[X Link](https://x.com/TSCGllc/status/1946609346814624054)  2025-07-19T16:33Z [---] followers, [---] engagements


"@HFI_Research what is causing the delta vs. your data"  
[X Link](https://x.com/TSCGllc/status/1947443987415282061)  2025-07-21T23:50Z [---] followers, [--] engagements


"I don't ask questions on earnings calls anymore but would be interested to see how $EQT completion/ drilling schedule changes or flexibility they have into EOY. not [----]. just next few months"  
[X Link](https://x.com/TSCGllc/status/1948019632712942047)  2025-07-23T13:57Z [---] followers, [---] engagements


"Informal survey here. Are you a buyer of $EPD here why or why not #EFT"  
[X Link](https://x.com/TSCGllc/status/1950212308241686918)  2025-07-29T15:10Z [---] followers, [---] engagements


"interesting comments our from $PUMP yesterday. More bearish vs others along the value chain. #Permian frac fleets down 20-30% since beginning of the year and 10- [--] of the remaining [--] are doing 'stupid things' (pricing) according to the Pump CEO. $EPD #NATGAS #Oil https://theschneidercapitalgroup.com/2025/07/31/20-of-permian-frac-fleets-are-doing-stupid-stuff-at-the-moment/ https://theschneidercapitalgroup.com/2025/07/31/20-of-permian-frac-fleets-are-doing-stupid-stuff-at-the-moment/"  
[X Link](https://x.com/TSCGllc/status/1950876200500355076)  2025-07-31T11:08Z [---] followers, [---] engagements


"Energy Infrastructure vs. MAG Six (had to exclude $NVDA as it was literally 'off the chart') ROIC vs. Valuation. Takes and full details on website. #natgas #EFT #energy https://theschneidercapitalgroup.com/2025/08/04/extrapolating-implied-tech-valuations-to-identify-energy-infrastructure-bargains/ https://theschneidercapitalgroup.com/2025/08/04/extrapolating-implied-tech-valuations-to-identify-energy-infrastructure-bargains/"  
[X Link](https://x.com/TSCGllc/status/1952727889876562285)  2025-08-05T13:46Z [---] followers, [---] engagements


"@MLPguy exactly a year ago to the date H20 Midstream sold themselves to Delek Logistics. Aug = month of water apparently"  
[X Link](https://x.com/TSCGllc/status/1953202759328555460)  2025-08-06T21:13Z [---] followers, [---] engagements


"@MLPguy lol I remember that earnings call"  
[X Link](https://x.com/TSCGllc/status/1953557733216755751)  2025-08-07T20:43Z [---] followers, [--] engagements


"@Suicide95518428 Lets hope this isnt AI / electrification / power theme in four years 👀"  
[X Link](https://x.com/TSCGllc/status/1955076793225949276)  2025-08-12T01:20Z [---] followers, [---] engagements


"I dont spend much time on Canadian upstream as no one cares much about it out of my client list (much more focused on Canadian infrastructure) but ran a quick accretion/ dilution analysis on this deal earlier. Looks fine I guess using all consensus estimates and deal terms/ guidance"  
[X Link](https://x.com/TSCGllc/status/1958962283985371547)  2025-08-22T18:39Z [---] followers, [--] engagements


"@WAR527 Who is the higher bidder(s) Our survey results from a few weeks ago had $pr as most likely buyer"  
[X Link](https://x.com/TSCGllc/status/1960109344659275950)  2025-08-25T22:37Z [---] followers, [---] engagements


"@DadLifting So all the glp1 stuff they talk about losing xzy pounds of body weight but how much is actually fat versus muscle etc seems like just absolute mass loss is terrible if its muscle. Sorry random query but you know fitness"  
[X Link](https://x.com/TSCGllc/status/1963244008148209765)  2025-09-03T14:13Z [---] followers, [--] engagements


"$oxy https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1972625309972513180)  2025-09-29T11:31Z [---] followers, [---] engagements


"Some light Happy Hour reading. $OXY https://theschneidercapitalgroup.com/2025/10/02/oxy-the-gift-that-does-not-give-eight-ma-scenarios-with-oxy-as-a-seller/ https://theschneidercapitalgroup.com/2025/10/02/oxy-the-gift-that-does-not-give-eight-ma-scenarios-with-oxy-as-a-seller/"  
[X Link](https://x.com/TSCGllc/status/1973849048655540499)  2025-10-02T20:34Z [---] followers, [---] engagements


"$FRMI outlook survey. IPO post mortem. closing this tomorrow. $frmi Tell me what you really think quick ipo post mortem/ outlook survey 💯 anonymous https://t.co/uScNR6vsfd $frmi Tell me what you really think quick ipo post mortem/ outlook survey 💯 anonymous https://t.co/uScNR6vsfd"  
[X Link](https://x.com/TSCGllc/status/1973888040952344620)  2025-10-02T23:09Z [---] followers, [---] engagements


"#natgas #energy $RGSI Here you go - some weekend reading. new IPO in the hopper set to price next week. We've done a lot of work on the North American storage market as it aligns well with our 'V2P' thesis - Own 1) Volatility; and 2) Volume over 3) Price. https://theschneidercapitalgroup.com/2025/10/03/rockpoint-gas-storage-rgsi-ipo-checks-out-passes-the-canadian-courtesy-test-eh/ https://theschneidercapitalgroup.com/2025/10/03/rockpoint-gas-storage-rgsi-ipo-checks-out-passes-the-canadian-courtesy-test-eh/"  
[X Link](https://x.com/TSCGllc/status/1974170685984448999)  2025-10-03T17:52Z [---] followers, [---] engagements


"Exclusive: Chevron puts $2 billion Colorado pipeline assets for sale sources say https://www.reuters.com/business/energy/chevron-puts-2-billion-colorado-pipeline-assets-sale-sources-say-2025-10-03/ https://www.reuters.com/business/energy/chevron-puts-2-billion-colorado-pipeline-assets-sale-sources-say-2025-10-03/"  
[X Link](https://x.com/TSCGllc/status/1974626020209852881)  2025-10-05T00:01Z [---] followers, [---] engagements


"reposting our initial hypothetical deal analysis and client feedback on this one. $DVN $CTRA #energy https://theschneidercapitalgroup.com/coverage/ https://theschneidercapitalgroup.com/coverage/"  
[X Link](https://x.com/anyuser/status/2011859481605685692)  2026-01-15T17:54Z [---] followers, [----] engagements


"full deal analysis on $CRC for $BRY now up on site. https://theschneidercapitalgroup.com/2025/09/15/crcs-700mmm-bry-acquisition-announcement-big-synergies-or-big-stretch/ https://theschneidercapitalgroup.com/2025/09/15/crcs-700mmm-bry-acquisition-announcement-big-synergies-or-big-stretch/"  
[X Link](https://x.com/TSCGllc/status/1967585374861209660)  2025-09-15T13:44Z [---] followers, [---] engagements


"$dvn $ctra $civi $sm Thoughts"  
[X Link](https://x.com/TSCGllc/status/1990558529208660099)  2025-11-17T23:11Z [---] followers, [----] engagements


"$CTRA $DVN #eft C-I-C. seems highly accretive. for potential seller CEO"  
[X Link](https://x.com/TSCGllc/status/2011869631560966323)  2026-01-15T18:34Z [---] followers, 23.1K engagements


"@bizalmanac Who cares about the fuel margins. Gas stations make their money of the stuff you buy in the store not the actual mogas"  
[X Link](https://x.com/TSCGllc/status/1741292085754343735)  2023-12-31T02:55Z [---] followers, [---] engagements


"@Suicide95518428 So if g&p deals are done at almost 10x or at least high single digits. Are regulated assets (gcx sale 10.5) undervalue or g&p overvalued or any combo of that. Serious question. I dont know what to think yet"  
[X Link](https://x.com/TSCGllc/status/1795580186009964639)  2024-05-28T22:17Z [---] followers, [---] engagements


"@Suicide95518428 We're going to need some help here with the Bingo card if we want this row (purple dashes). $FANG for $PR was a crowd favorite per our M&A survey. $EPD for $ENLC is going to need some work. and $PSX for $KNTK is not really cookie-cutter"  
[X Link](https://x.com/TSCGllc/status/1831363017621250332)  2024-09-04T16:05Z [---] followers, [---] engagements


"Also if you think it reprices do you think above or below the initial range. Funny how the bank that provides the RBL thing always ends up being lead left lol #EFT #energy $bkv @WAR527 I went thru the S-1 and the roadshow presentation. What do people think this closes at on first day of trading per share. @WAR527 I went thru the S-1 and the roadshow presentation. What do people think this closes at on first day of trading per share"  
[X Link](https://x.com/TSCGllc/status/1836895625482489952)  2024-09-19T22:30Z [---] followers, [---] engagements


"Please see website for our latest thoughts on $BKV. #energy #natgas #CCUS #power https://theschneidercapitalgroup.com/2024/09/23/we-are-passing-on-the-expected-bkv-ipo-at-the-suggested-19-21-per-share-range/ https://theschneidercapitalgroup.com/2024/09/23/we-are-passing-on-the-expected-bkv-ipo-at-the-suggested-19-21-per-share-range/"  
[X Link](https://x.com/TSCGllc/status/1838185793459740805)  2024-09-23T11:56Z [---] followers, [---] engagements


"We just published our latest $VG client deckSifting through the Carnage 1) Updated Valuation ranges; 2) sensitivity analysis (to spreads and marketing volumes); 3) investor feedback; and 4) a bunch of corporate governance items from the S-1. This also includes a macro overview on cost per ton etc See website for full note https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1887681028501786783)  2025-02-07T01:53Z [---] followers, [----] engagements


"@WAR527 What is the one right to left of exe. Great chart"  
[X Link](https://x.com/TSCGllc/status/1929567376787263809)  2025-06-02T15:54Z [---] followers, [---] engagements


"$ARLP is one we never get questions on but call was interesting. #natgas #coal #AI #datcenters #power https://theschneidercapitalgroup.com/ https://theschneidercapitalgroup.com/"  
[X Link](https://x.com/TSCGllc/status/1950210129460080782)  2025-07-29T15:01Z [---] followers, [---] engagements


"This chart shows #energy infrastructure and midstream stocks as 1) current trading price in terms of premium to [--] week low (sorted by this so $oke trades closest to its [--] week low); and 2) share price return required to get to [--] week high. We published this in combination with a broader analysis but somewhat telling what the market thinks https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1958528402740134223)  2025-08-21T13:55Z [---] followers, [----] engagements


"$crgy $vtle Termination fees"  
[X Link](https://x.com/TSCGllc/status/1960313060758839570)  2025-08-26T12:07Z [---] followers, [----] engagements


"Our preliminary thoughs on the $WBI IPO are out. Full details on website for clients. https://theschneidercapitalgroup.com/ https://theschneidercapitalgroup.com/"  
[X Link](https://x.com/TSCGllc/status/1965762539524178078)  2025-09-10T13:01Z [---] followers, [----] engagements


"Pls continue filling out will share results with all who participate $wbi #energy https://www.surveymonkey.com/r/YLVV8YY https://www.surveymonkey.com/r/YLVV8YY"  
[X Link](https://x.com/TSCGllc/status/1965874047956431186)  2025-09-10T20:24Z [---] followers, [---] engagements


"Last call for the $wbi pre ipo survey https://www.surveymonkey.com/r/YLVV8YY https://www.surveymonkey.com/r/YLVV8YY"  
[X Link](https://x.com/TSCGllc/status/1966561956199903664)  2025-09-12T17:58Z [---] followers, [---] engagements


"Latest deck is out in our $wbi ipo prep series around all weekend to chat. Think this will price this week. https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1966947823716634703)  2025-09-13T19:31Z [---] followers, [---] engagements


"$CRGY $VTLE A little 'post mortem' Who are A thru J. our best guesstimates within https://theschneidercapitalgroup.com/2025/09/23/crgy-for-vtle-who-were-the-other-suitors-company-a-j/ https://theschneidercapitalgroup.com/2025/09/23/crgy-for-vtle-who-were-the-other-suitors-company-a-j/"  
[X Link](https://x.com/TSCGllc/status/1970503341500231995)  2025-09-23T14:59Z [---] followers, [---] engagements


"@WAR527 these is who we had in the $CRGY for $VTLE thing. obviously don't know for sure but these made the most sense to us at the time. So yes agreed on A and H"  
[X Link](https://x.com/TSCGllc/status/1976104413807689845)  2025-10-09T01:56Z [---] followers, [---] engagements


"just trying to watch some baseball then Bloomberg drops another potential SMID cap 'banger'. $CIVI $SM full deal math within. https://theschneidercapitalgroup.com/2025/10/08/civi-sm-civismash-no-premium-combo-could-be-in-works-per-bloomberg/ https://theschneidercapitalgroup.com/2025/10/08/civi-sm-civismash-no-premium-combo-could-be-in-works-per-bloomberg/"  
[X Link](https://x.com/TSCGllc/status/1976106225214345232)  2025-10-09T02:03Z [---] followers, [----] engagements


"$vg $bp Full sensitivities/ valuation on website as usual https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1976450006019461482)  2025-10-10T00:49Z [---] followers, [----] engagements


"hi - can I please get a burger with some limp mozzarella sticks hanging off the side Wait you already have that And its got this awesome name too WTH 🤦 is this thing"  
[X Link](https://x.com/TSCGllc/status/1982592980008784093)  2025-10-26T23:39Z [---] followers, [---] engagements


"@WAR527 Would there be any tax implications"  
[X Link](https://x.com/TSCGllc/status/1987301130125385777)  2025-11-08T23:28Z [---] followers, [---] engagements


"$kntk thoughts. What do people think For sale or no Or not at these levels #EFT Ping me if you want to see the table. Ran [--] potential buyers https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/anyuser/status/1993061271294689394)  2025-11-24T20:56Z [---] followers, [---] engagements


"Ill be in midland this week wed/ thr who is around for a cocktail #eft #permian"  
[X Link](https://x.com/anyuser/status/1995304827484815666)  2025-12-01T01:31Z [---] followers, [---] engagements


"On way to Virginia saw a ruby Tuesday off highway got really excited as I used to love that place in late 90s salad bar was on fire. Stopped by for lunch. Was terrible. Mystery meat at salad bar. Burger looked like sad frozen patty. Did some research PE owned naturally. Dont dine at PE owned restaurants since again the lesson for [----]. In any case Happy New Year all #EFT"  
[X Link](https://x.com/anyuser/status/2006485447535382992)  2025-12-31T21:59Z [---] followers, [---] engagements


"Tom is [--] but I don't believe $CTRA have a mandatory retirement age. Seems like not bad payout for almost [--]. He made 14.7mm in [----] so that would be roughly 4.6x annual-comp-to-CIC ratio. Last time we ran this analysis for a group of [--] #energy companies in [----] the median ratio was 3.1x. The higher the better. for the person getting paid. https://twitter.com/i/web/status/2011923399946195363 https://twitter.com/i/web/status/2011923399946195363"  
[X Link](https://x.com/anyuser/status/2011923399946195363)  2026-01-15T22:08Z [---] followers, [---] engagements


"@NewsFinOil @nimblephatty Damn 😂looks pretty damn good"  
[X Link](https://x.com/anyuser/status/2011975546117275751)  2026-01-16T01:35Z [--] followers, [--] engagements


"So what is impact on existing generation and IPPs in PJM Is this positive or negative or neither. People all over the place on this BREAKING: Tomorrow in an unprecedented move President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is expected to construct $15 BILLION worth of new power plants. PJM the nation's BREAKING: Tomorrow in an unprecedented move President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is"  
[X Link](https://x.com/anyuser/status/2011978991595290963)  2026-01-16T01:49Z [---] followers, [---] engagements


"we ran some numbers on this. more about the message tho. stay warm out there #EFT #natgas #oil https://theschneidercapitalgroup.com/ https://theschneidercapitalgroup.com/"  
[X Link](https://x.com/anyuser/status/2013660239321534539)  2026-01-20T17:09Z [---] followers, [---] engagements


"$MMP vote scheduled for this week Wed 21st. Let's do a quick poll What do you think happens with this proposed $MMP/ $OKE Transaction. #EFT #energy #Midstream #Oil Deal Closes 'As-Is' Deal Is Voted Down/ Break Don't Know/ Don't Care Deal Closes w/ Sweetener Deal Closes 'As-Is' Deal Is Voted Down/ Break Don't Know/ Don't Care Deal Closes w/ Sweetener"  
[X Link](https://x.com/TSCGllc/status/1703516184870523151)  2023-09-17T21:08Z [---] followers, [----] engagements


"$OKE and $MMP approved"  
[X Link](https://x.com/TSCGllc/status/1704875691156599193)  2023-09-21T15:10Z [---] followers, [---] engagements


"@RandomGuy5567 @Suicide95518428 What if $enb whipped out an oil spin-co like $trp. Then you put together a transformer of $sbow / $paa/ $enb oil co and merge $trp and $enb gas co"  
[X Link](https://x.com/TSCGllc/status/1831688558270103895)  2024-09-05T13:39Z [---] followers, [---] engagements


"$wes for $aris full details on website. Asset map looks pretty nice in the deck. https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/TSCGllc/status/1953213384163229832)  2025-08-06T21:55Z [---] followers, [---] engagements


"$WMB analyst day in D.C. Hats off to the media team that is blasting the best walk-up songs when the presenters come up. just got some 'Thunderstruck.' We had initial thoughts out pre-open for clients. TSCG"  
[X Link](https://x.com/anyuser/status/2021237467118973032)  2026-02-10T14:58Z [---] followers, [---] engagements


"$WMB analyst day in D.C. Hats off to the media team that is blasting the best walk-up songs when the presenters come up. just got some 'Thunderstruck.' We had initial thoughts out pre-open for clients. TSCG"  
[X Link](https://x.com/anyuser/status/2021237467118973032)  2026-02-10T14:58Z [---] followers, [---] engagements


"we ran some numbers on this. more about the message tho. stay warm out there #EFT #natgas #oil https://theschneidercapitalgroup.com/ https://theschneidercapitalgroup.com/"  
[X Link](https://x.com/anyuser/status/2013660239321534539)  2026-01-20T17:09Z [---] followers, [---] engagements


"So what is impact on existing generation and IPPs in PJM Is this positive or negative or neither. People all over the place on this BREAKING: Tomorrow in an unprecedented move President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is expected to construct $15 BILLION worth of new power plants. PJM the nation's BREAKING: Tomorrow in an unprecedented move President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is"  
[X Link](https://x.com/anyuser/status/2011978991595290963)  2026-01-16T01:49Z [---] followers, [---] engagements


"BREAKING: Tomorrow in an unprecedented move President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is expected to construct $15 BILLION worth of new power plants. PJM the nation's largest grid operator will be leading the initiative with Trump. As we have stated before this year will be largely about affordability ahead of the midterm elections. The ongoing electricity crisis we are facing due to AI demand will only get worse without intervention. Most recently the average US retail price for"  
[X Link](https://x.com/anyuser/status/2011961894425256023)  2026-01-16T00:41Z 1.4M followers, 1.3M engagements


"$CTRA $DVN #eft C-I-C. seems highly accretive. for potential seller CEO"  
[X Link](https://x.com/TSCGllc/status/2011869631560966323)  2026-01-15T18:34Z [---] followers, 23.1K engagements


"Tom is [--] but I don't believe $CTRA have a mandatory retirement age. Seems like not bad payout for almost [--]. He made 14.7mm in [----] so that would be roughly 4.6x annual-comp-to-CIC ratio. Last time we ran this analysis for a group of [--] #energy companies in [----] the median ratio was 3.1x. The higher the better. for the person getting paid. https://twitter.com/i/web/status/2011923399946195363 https://twitter.com/i/web/status/2011923399946195363"  
[X Link](https://x.com/anyuser/status/2011923399946195363)  2026-01-15T22:08Z [---] followers, [---] engagements


"reposting our initial hypothetical deal analysis and client feedback on this one. $DVN $CTRA #energy https://theschneidercapitalgroup.com/coverage/ https://theschneidercapitalgroup.com/coverage/"  
[X Link](https://x.com/anyuser/status/2011859481605685692)  2026-01-15T17:54Z [---] followers, [----] engagements


"Happy Tuesday all #eft"  
[X Link](https://x.com/anyuser/status/2011215772497166425)  2026-01-13T23:16Z [---] followers, [---] engagements


"Another year. same result. Our [----] #energy and #utility survey results posted last night. All about that #Oil - yet again. http://theschneidercapitalgroup.com http://theschneidercapitalgroup.com"  
[X Link](https://x.com/anyuser/status/2010739390231048643)  2026-01-12T15:43Z [---] followers, [---] engagements


"Last call. Closing at noon Pls fill out our [----] #energy and #utility outlook survey. 💯 anonymous we run this thru survey monkey. #eft https://t.co/fHo6HDwAhu Pls fill out our [----] #energy and #utility outlook survey. 💯 anonymous we run this thru survey monkey. #eft https://t.co/fHo6HDwAhu"  
[X Link](https://x.com/anyuser/status/2009279204655804676)  2026-01-08T15:01Z [---] followers, [---] engagements


"Pls fill out our [----] #energy and #utility outlook survey. 💯 anonymous we run this thru survey monkey. #eft https://www.surveymonkey.com/r/HYGB2C6 https://www.surveymonkey.com/r/HYGB2C6"  
[X Link](https://x.com/anyuser/status/2008575664929349999)  2026-01-06T16:25Z [---] followers, [---] engagements


"some feedback to our initial Venezuela note. thx all for sharing your views/ opinions (which are all over the place). full note on website. https://theschneidercapitalgroup.com/2026/01/05/heavy-oils-new-fault-line-what-clients-really-think-about-venezuelas-return/ https://theschneidercapitalgroup.com/2026/01/05/heavy-oils-new-fault-line-what-clients-really-think-about-venezuelas-return/"  
[X Link](https://x.com/anyuser/status/2008277370642325838)  2026-01-05T20:40Z [---] followers, [---] engagements


"Not what I expected to be writing on this weekend #eft https://theschneidercapitalgroup.com https://theschneidercapitalgroup.com"  
[X Link](https://x.com/anyuser/status/2007560372606382198)  2026-01-03T21:11Z [---] followers, [---] engagements


"On way to Virginia saw a ruby Tuesday off highway got really excited as I used to love that place in late 90s salad bar was on fire. Stopped by for lunch. Was terrible. Mystery meat at salad bar. Burger looked like sad frozen patty. Did some research PE owned naturally. Dont dine at PE owned restaurants since again the lesson for [----]. In any case Happy New Year all #EFT"  
[X Link](https://x.com/anyuser/status/2006485447535382992)  2025-12-31T21:59Z [---] followers, [---] engagements


"If you havent already pls fill out our [----] #energy and #utility outlook survey. #eft https://www.surveymonkey.com/r/HYGB2C6 https://www.surveymonkey.com/r/HYGB2C6"  
[X Link](https://x.com/anyuser/status/2006089795198423534)  2025-12-30T19:47Z [---] followers, [---] engagements


"#EFT our [----] #energy and #utility outlook survey is live. 100% anonymous. Pls fill out https://www.surveymonkey.com/r/HYGB2C6 https://www.surveymonkey.com/r/HYGB2C6"  
[X Link](https://x.com/anyuser/status/2003119559130419437)  2025-12-22T15:04Z [---] followers, [---] engagements


"Other things learned so far on Permian tour If you want to raise hell move to Odessa. If you want to raise kids move to Midland #etf #energy"  
[X Link](https://x.com/anyuser/status/1996593666102530412)  2025-12-04T14:53Z [---] followers, [----] engagements


"Texas meeting rooms are built different"  
[X Link](https://x.com/anyuser/status/1996402228769542298)  2025-12-04T02:12Z [---] followers, [---] engagements

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