# ![@aeberman12 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::24528681.png) @aeberman12 Art Berman

Art Berman posts on X about commodities, art, gas, china the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::24528681/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24528681/c:line/m:interactions.svg)

- [--] Week [-------] -14%
- [--] Month [-------] +51%
- [--] Months [---------] +55%
- [--] Year [---------] -6.40%

### Mentions: [--] [#](/creator/twitter::24528681/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24528681/c:line/m:posts_active.svg)

- [--] Week [---] +6.50%
- [--] Month [---] +71%
- [--] Months [-----] +73%
- [--] Year [-----] +5%

### Followers: [------] [#](/creator/twitter::24528681/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24528681/c:line/m:followers.svg)

- [--] Week [------] +0.22%
- [--] Month [------] +1%
- [--] Months [------] +3.90%
- [--] Year [------] +7.70%

### CreatorRank: [-------] [#](/creator/twitter::24528681/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24528681/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  57.41% [countries](/list/countries)  32.41% [stocks](/list/stocks)  4.63% [celebrities](/list/celebrities)  2.78% [cryptocurrencies](/list/cryptocurrencies)  1.85% [technology brands](/list/technology-brands)  1.85% [travel destinations](/list/travel-destinations)  1.85% [social networks](/list/social-networks)  0.93% [musicians](/list/musicians)  0.93% [currencies](/list/currencies)  0.93%

**Social topic influence**
[commodities](/topic/commodities) #74, [art](/topic/art) #3729, [gas](/topic/gas) #2208, [china](/topic/china) #3486, [oil](/topic/oil) #1167, [ai](/topic/ai) 7.41%, [iran](/topic/iran) #2590, [inflation](/topic/inflation) #2900, [venezuela](/topic/venezuela) #2719, [politics](/topic/politics) #3985

**Top accounts mentioned or mentioned by**
[@kaya85kaya](/creator/undefined) [@asimriaz1978](/creator/undefined) [@robert41405](/creator/undefined) [@aeolusinvestor](/creator/undefined) [@zeroinputag](/creator/undefined) [@pandadaytona](/creator/undefined) [@fredriktnyc](/creator/undefined) [@howardaulsbrook](/creator/undefined) [@chromehodls](/creator/undefined) [@oleshansen](/creator/undefined) [@acidiclemon2](/creator/undefined) [@ftenergy](/creator/undefined) [@tomaspueyo](/creator/undefined) [@spotmonthenergy](/creator/undefined) [@secretarywright](/creator/undefined) [@tinyweenybear](/creator/undefined) [@beyond_charting](/creator/undefined) [@imichellego](/creator/undefined) [@tky19977](/creator/undefined) [@mmtmacrotrader](/creator/undefined)

**Top assets mentioned**
[501 (501)](/topic/$501) [ConocoPhillips (COP)](/topic/conocophillips)
### Top Social Posts
Top posts by engagements in the last [--] hours

"US judge just blew a hole in Trumps offshore wind blockade against Orsted The court ruled the stop work order was political not security based. #EnergyPolicy #OffshoreWind #Geopolitics #USPolitics #Renewables #Infrastructure #PowerMarkets https://www.bloomberg.com/news/newsletters/2026-01-13/rhode-island-offshore-wind-project-revived-amid-legal-battle-with-trumptaid=69668cf87106780001a531cf&utm_campaign=trueanthem&utm_content=climate&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/aeberman12/status/2011279937693679760)  2026-01-14T03:31Z 45.7K followers, [---] engagements


"Libya is back in play Waha Oil is set to sign a 25-year deal with TotalEnergies and ConocoPhillips The deal is backed by $20B+ in foreign capital targeting +850 kb/d and $376B+ in net revenues. Above-ground risk is highbut the barrels are real #Libya #OilMarkets #Upstream #EnergyGeopolitics #OPEC #Investment #crude BREAKING Dbeibah: Waha Oil Company to sign a 25-year deal with TotalEnergies and ConocoPhillips backed by $20B+ external investment. The project aims to add [------] bpd generating $376B+ in net revenues for #Libya. BREAKING Dbeibah: Waha Oil Company to sign a 25-year deal with"  
[X Link](https://x.com/aeberman12/status/2015376933798752436)  2026-01-25T10:51Z 45.7K followers, [----] engagements


"U.S. shale is peaking. Theres no replacement waiting in the wings. Longer cycles scarcer supply and higher prices are back on the menu. $80 isnt bullishits baseline. Sorry oil glut true believers. #Oil #Shale #EnergyMarkets #Commodities #Macro"  
[X Link](https://x.com/aeberman12/status/2016357132912775619)  2026-01-28T03:46Z 45.7K followers, 27.3K engagements


"The dollars trouble isnt financialits biophysical @MMTmacrotrader When financial claims overshoot energy materials and ecosystems volatility & instability are inevitable. You can print financial claims not energy or resources. When claims overshoot physical reality volatility instability & conflict are inevitable. #Dollar #Macro #Energy #Limits #Biophysical The dollar is collapsing because the rest of the world no longer cares to suppress their currencies against it to encourage exporting to the US. Decoupling is the real debasement trade. This might be fine if the US was investing in real"  
[X Link](https://x.com/aeberman12/status/2016721772557606913)  2026-01-29T03:55Z 45.8K followers, [----] engagements


"You really should read more @hosain719 "Large gas turbine lead times are now measured in years so what look like near-term fixes are increasingly late-decade bets. Costs are also rising." LINK👇 #AI #DataCenters #Electricity #EnergyConstraints #GRID https://www.artberman.com/blog/complexitys-revenge-electric-power-and-ai/ @aeberman12 i always assumed that gas burning for energy is much cleaner than any other fossil fuel why not use that tremendous USA gas reserves for electricity production https://www.artberman.com/blog/complexitys-revenge-electric-power-and-ai/ @aeberman12 i always assumed"  
[X Link](https://x.com/aeberman12/status/2016732196535488766)  2026-01-29T04:36Z 45.7K followers, 17K engagements


"Commodity super cycles are often the first warning sign of devaluation. They reveal the gap between financial claims on resources & what the world can actually produce. That mismatch drives volatility corrections and pressure on currencies as reality reasserts itself. #Commodities #Supercycle #Devaluation #PhysicalLimits #Macro @Ole_S_Hansen The continued surge across metals especially #gold and #silver is entering a dangerous phase in my opinion. In my many years following markets I have seen this dynamic play out several times across commoditiesand occasionally in other asset classes as"  
[X Link](https://x.com/aeberman12/status/2016846926709236172)  2026-01-29T12:12Z 45.7K followers, [----] engagements


"I get tired of the propaganda that China is leading on renewables @acidiclemon2 It's is an oil and gas have-not so it's doing renewables out of necessity Its not climate virtue it's overproduction of renewables powered by massive coal. #China #Energy #Renewables #Coal #Oil #Gas #EnergyReality @aeberman12 Wow that really is stark. @aeberman12 Wow that really is stark"  
[X Link](https://x.com/aeberman12/status/2017097920755966316)  2026-01-30T04:49Z 45.7K followers, [----] engagements


"Oil markets are discounting geopolitics because of the oil glut writes @ronbousso1 I disagree. The tide has begun to turn on the oil glut meme It's like net zero & green energy. People are too invested in the story to see that it's over. #Oil #Markets #Geopolitics #Iran #Energy #Volatility https://www.reuters.com/markets/commodities/oil-needs-an-iran-supply-shock-not-tough-talk-break-out-range-2026-01-30/ https://www.reuters.com/markets/commodities/oil-needs-an-iran-supply-shock-not-tough-talk-break-out-range-2026-01-30/"  
[X Link](https://x.com/aeberman12/status/2017220045433098544)  2026-01-30T12:55Z 45.8K followers, [----] engagements


"World oil supply hit new records in [----] Crude + condensate production reached [---] million barrels per day above the [----] peak 20% of "oil" in [----] was NGLs & other liquids #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2018166204070838534)  2026-02-02T03:34Z 45.8K followers, [----] engagements


"Merged Devon-Coterra has [----] Permian locations that break even under $40/barrel. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://s28.q4cdn.com/696626308/files/doc_events/2026/Feb/02/Devon-and-Coterra-Transformative-Merger.pdf https://s28.q4cdn.com/696626308/files/doc_events/2026/Feb/02/Devon-and-Coterra-Transformative-Merger.pdf"  
[X Link](https://x.com/aeberman12/status/2018340907230069197)  2026-02-02T15:09Z 45.8K followers, [----] engagements


"The fiscal bomb is everywhere. Kuwait needs foreign capital to raise output over the next decade. This is Tainter in action: rising complexity falling returns and a global race to plug fiscal gaps. #oil #energy #debt #complexity #OPEC #Tainter https://www.bloomberg.com/news/articles/2026-02-03/kuwait-opening-up-oil-fields-pipelines-to-foreign-investment https://www.bloomberg.com/news/articles/2026-02-03/kuwait-opening-up-oil-fields-pipelines-to-foreign-investment"  
[X Link](https://x.com/aeberman12/status/2018662489580548604)  2026-02-03T12:26Z 45.8K followers, [----] engagements


"Glencore just froze a major Quebec smelter upgrade over rule uncertainty. Quebec emissions policy take priority over strategic leverage jobs & taxes Good to know #copper #mining #Canada #Quebec #supplychains #energy #netzero #policy #inflation https://boereport.com/2026/02/03/glencore-halts-major-quebec-smelter-investment-over-emissions-rules-dispute/ https://boereport.com/2026/02/03/glencore-halts-major-quebec-smelter-investment-over-emissions-rules-dispute/"  
[X Link](https://x.com/aeberman12/status/2019016196193153049)  2026-02-04T11:52Z 45.7K followers, [---] engagements


"Putting Iran's missile program on the nuclear talk agenda is a mistake writes @ibrahimtmajed I totally disagree. A nuclear deal that ignores missile systems is theater Iran keeps the capability that actually gets used for coercion strikes and regional terrorism. Time to push for capitulation NOW. Iran is a plague. #Iran #missiles #geopolitics #security #MiddleEast #deterrence #energy #oil #natgas #markets     Iran has shown no sign of weakness after Washington attempted to expand the negotiations by forcing the ballistic missile program onto the table. Tehrans response was absolute and"  
[X Link](https://x.com/aeberman12/status/2019202999239762214)  2026-02-05T00:14Z 45.7K followers, [----] engagements


"Higher gold prices should make that US stronger writes @tanvi_ratna Treasury's gold is still carried at a 1970s book price. That should be used for balance sheet relief. Turning it into policy without consequences is the hard part. #gold #dollar #macro #debt #inflation #reserves #markets #geopolitics A good time to revisit this quote from Sec Bessent: Rising gold prices have helped us substantially. Most Americans see gold's rise as a warning sign for dollar weakness. But it might be what helps America defend the dollar. Because America is the largest holder of gold in https://t.co/4u5kc5Rtd0"  
[X Link](https://x.com/aeberman12/status/2019204132330934367)  2026-02-05T00:19Z 45.7K followers, [----] engagements


"Worst week so far for the oil glut story U.S. comparative inventory fell [----] mmb for the week ending January [--] Crude C.I. fell [---] mmb gasoline fell [---] mmb but distillate fell [---] mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2019410119134703662)  2026-02-05T13:57Z 45.8K followers, [----] engagements


"OIl will not be the trade of any year @PandaDaytona It's not [----] any more. Price may drift back into the $80s by [----] but thats not a hard-asset bidthats cyclical noise. Demand growth is slowing with the economy and oil still trades like a risk commodity not a hedge. #oil #WTI #Brent #commodities #macro #demand #energy #markets #geopolitics #investing @aeberman12 @CaptainRoyen oil could be the trade of the year [----]. Just a matter of time that supply will be tighter. @aeberman12 @CaptainRoyen oil could be the trade of the year [----]. Just a matter of time that supply will be tighter"  
[X Link](https://x.com/aeberman12/status/2019423797531627696)  2026-02-05T14:52Z 45.7K followers, [----] engagements


"AI wont replace programmers. Its compressing the stack. Fewer juniors higher bar more responsibility. Coders become orchestrators debuggers and truth-checkers. Evolution not extinction #AI #Coding #TechJobs #Automation #Software Marc Andreessen: AI coding doesnt eliminate programmers it redefines them. The job is no longer typing code line by line its orchestrating [--] coding bots in parallel arguing with them debugging their output changing the spec and pushing them toward the right result. But https://t.co/WXDaIO2phm Marc Andreessen: AI coding doesnt eliminate programmers it redefines them."  
[X Link](https://x.com/aeberman12/status/2019616753626804277)  2026-02-06T03:38Z 45.7K followers, [----] engagements


"New evidence suggesging a prison guard may have killed Jeffrey Epstein writed @CBSNews Official reports never mentioned it. More cover-up. #Epstein #DOJ #FBI #Accountability #Justice #Transparency https://www.cbsnews.com/news/epstein-files-jail-cell-death-video-logs/ https://www.cbsnews.com/news/epstein-files-jail-cell-death-video-logs/"  
[X Link](https://x.com/aeberman12/status/2019617949795971336)  2026-02-06T03:43Z 45.7K followers, [----] engagements


"Brent has pulled back but Iran risk hasnt. When it resolves theres a lot to unwind writes @Rory_Johnston Pros are hedging tail risk. #Oil #Brent #Iran #Options #Geopolitics #EnergyMarkets Brent crude prices (white) have pulled back from their late-January high but Iran worrystill best visualized by Brent options skew (blue)continues to steadily rise. Again that's both bullishprofessionals are worriedand bearishthat's a lot to unwind once this resolves. https://t.co/iFhf9wEULY Brent crude prices (white) have pulled back from their late-January high but Iran worrystill best visualized by Brent"  
[X Link](https://x.com/aeberman12/status/2019618352323268896)  2026-02-06T03:45Z 45.7K followers, [----] engagements


"Venezuela does NOT have [--] billion barrels of light & medium crude @canadiensedeVzl Most of that is oil-in-place contingent resources or technically recoverable volumes--none of which are RESERVES It will be just as challenging to produce as the awful Orinoco tar #Oil #Energy #Venezuela #Reserves #Depletion #OilandGas #Commodities #EnergyReality #Upstream #GeologyVsEconomics @aeberman12 Please do not forget the [--] billion bbls of light and medium crude. This volume is shadowed by the inmense quantities of bitumen from the Orinoco Belt which by the way is very similar to the bitumen from"  
[X Link](https://x.com/aeberman12/status/2019784334849273981)  2026-02-06T14:44Z 45.7K followers, [----] engagements


"U.S natural gas comparative fell [---] bcf for the week ending January [--] It moved to a deficit similar to the level reached in mid-December Henry Hub spot price increased $1.77 from $12.02 to $13.79 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG"  
[X Link](https://x.com/aeberman12/status/2019798105701380293)  2026-02-06T15:39Z 45.7K followers, [----] engagements


"Excellent display of ignorance @robert41405 You obviously are out of touch with the super-cycle crowd. Pay attention before posting dumb shit. @aeberman12 @ftenergy Yes that has been consensus for a few yrs now. Carry on @aeberman12 @ftenergy Yes that has been consensus for a few yrs now. Carry on"  
[X Link](https://x.com/aeberman12/status/2019886596196303047)  2026-02-06T21:31Z 45.8K followers, [----] engagements


"Hedge funds are loading up on Iran risk Brent net-longs at a 10-month high WTI longs at a 6-month high This is war insurance not bullish fundamentals. #Oil #Brent #WTI #Iran #Geopolitics #OPEC #Commodities #Options #ETFs https://www.bloomberg.com/news/articles/2026-02-06/hedge-funds-hike-bullish-oil-bets-to-10-month-high-on-iran-risks https://www.bloomberg.com/news/articles/2026-02-06/hedge-funds-hike-bullish-oil-bets-to-10-month-high-on-iran-risks"  
[X Link](https://x.com/aeberman12/status/2019990159518024138)  2026-02-07T04:22Z 45.7K followers, [----] engagements


"Nat gas is a weather contract with a margin call. Warm forecasts triggered the biggest front-month plunge in [--] years Hedge funds puked longs. #NatGas #HenryHub #Energy #Commodities #Weather #CFTC #Trading https://www.bloomberg.com/news/articles/2026-02-06/hedge-funds-slash-bullish-natural-gas-bets-to-13-month-low https://www.bloomberg.com/news/articles/2026-02-06/hedge-funds-slash-bullish-natural-gas-bets-to-13-month-low"  
[X Link](https://x.com/aeberman12/status/2019990586124623975)  2026-02-07T04:24Z 45.7K followers, [----] engagements


"People like @tomaspueyo & @kaya85kaya are so busy cheerleading that they don't see there never was an energy transition @FredrikTNYC Markets are scrambling back toward hydrocarbons dispatchable power and real supply chains as the physical economy votes with capital LINK👇 #EnergyTransition #EnergyReality #Oil #NatGas #Electricity #Grid #Commodities #Overshoot https://www.artberman.com/blog/the-sunset-of-the-renewable-dream/ https://www.artberman.com/blog/the-sunset-of-the-renewable-dream/"  
[X Link](https://x.com/aeberman12/status/2019992581321490839)  2026-02-07T04:32Z 45.7K followers, [----] engagements


"Oil volatility regime change: last [--] years more volatile than ever before 1970s91: supply shocks + macro chaos. 199203: buffer + calm. 200425: tightness + finance + geopolitics + logistics. Slack compresses vol; scarcity makes it convex. #oil #WTI #energy #macro #inflation #OPEC #geopolitics #commodities #inventories #Markets https://twitter.com/i/web/status/2020134131502317764 https://twitter.com/i/web/status/2020134131502317764"  
[X Link](https://x.com/aeberman12/status/2020134131502317764)  2026-02-07T13:54Z 45.7K followers, [----] engagements


"WTI futures price fell $1.66 (3%) from $65.21 to $63.55 week ending February [--] Downward price movement seems likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2020139518565728596)  2026-02-07T14:16Z 45.7K followers, [----] engagements


"WTI 12-month spread narrowed $1.00 (28%) for the week ending February [--] 6-month spread narrowed $0.82 (41%) Front-month price fell $1.66 (3%) from $65.21 to $63.55 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2020141385584677164)  2026-02-07T14:23Z 45.7K followers, [---] engagements


"Volatility is easier to pronounce than "Kondritiev Wave Theory" And simpler to grasp @SpotMonthEnergy #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket I'm going to introduce this to WTI chatroom chat-ists today #OOTT #NG https://t.co/guRoj3DKDN I'm going to introduce this to WTI chatroom chat-ists today #OOTT #NG https://t.co/guRoj3DKDN"  
[X Link](https://x.com/aeberman12/status/2020145105940697227)  2026-02-07T14:38Z 45.7K followers, [----] engagements


"The Rio-Glencore megamerger failed on power & price. Once the talks leaked the clock started the share price got weaponized and nobody would bend on control. Copper is the excuse; ego & valuation are the cause. #Mining #Copper #RioTinto #Glencore #Mergers #Realpolitik #Commodities #AI #DealMaking https://www.ft.com/content/610363bf-3fcf-4f9d-8531-fb35424d5ed4 https://www.ft.com/content/610363bf-3fcf-4f9d-8531-fb35424d5ed4 https://www.ft.com/content/610363bf-3fcf-4f9d-8531-fb35424d5ed4 https://www.ft.com/content/610363bf-3fcf-4f9d-8531-fb35424d5ed4"  
[X Link](https://x.com/aeberman12/status/2020146058442010790)  2026-02-07T14:42Z 45.7K followers, [----] engagements


"Brent futures price fell $2.64 (4%) from $70.69 to $68.05 week ending February [--] 12-month spread suggests downward price pressure on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2020176466806247572)  2026-02-07T16:42Z 45.7K followers, [---] engagements


"Brent 12-month spread narrowed $1.85 (37%) & 6-month spread narrowed $1.42 (40%) for the week ending February [--] Front-month price decreased $2.64 (4%) from $70.69 to $68.05 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2020178097618698393)  2026-02-07T16:49Z 45.7K followers, [---] engagements


"Warsh is the best pick but he cant out-muscle institutions or politics writes @JohnFMauldin The problem is that economists fight over MONETARY THEOLOGY while ignoring the real economyENERGY & MATERIALS You cant print oil copper or diesel. Thats inflation. #Fed #Warsh #Macro #Inflation #Energy #Commodities #RealEconomy #Economics #Materials https://www.mauldineconomics.com/frontlinethoughts/federal-regime-change https://www.mauldineconomics.com/frontlinethoughts/federal-regime-change"  
[X Link](https://x.com/aeberman12/status/2020182597691707451)  2026-02-07T17:07Z 45.7K followers, [----] engagements


"Monetary masturbation @robert41405 Energy and materials are the economy. Gold is a sex toy. @aeberman12 @GeorgeGammon If you drive the gold price 5X all dollar debts are debased in terms of gold thereby driving DOWN the demand for dollars @aeberman12 @GeorgeGammon If you drive the gold price 5X all dollar debts are debased in terms of gold thereby driving DOWN the demand for dollars"  
[X Link](https://x.com/aeberman12/status/2020184043606941697)  2026-02-07T17:13Z 45.7K followers, [----] engagements


"Renewables are the biggest Ponzi scheme ever @kaya85kaya Climate change is real & serious. Renewables are a proven failure. They are a publicly funded windfall for the same rich corporations that brought you emissions. Wake up before you implode from ignorance. #RenewableFail #EnergyAddiction #GreenIllusion #ClimateDebate #EnergyReality #SustainabilityMyth #FossilFuelTruth #RenewableLimits @FredrikTNYC @aeberman12 @tomaspueyo 50TWh is $5T but that is over [--] years so $250B a year but that is for the whole world of 5B people = $50 per perspn per year $50 bucks per person isn't unaffordable And"  
[X Link](https://x.com/aeberman12/status/2020185468613390421)  2026-02-07T17:18Z 45.7K followers, [----] engagements


"I agree with the first part about lots of money made shorting oil courtesy of the oil glut propaganda @carldean1960 I see somewhat higher oil prices coming slowly but that's just recovery from a false low. I don't see "much higher prices" or "for a long time." #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket @aeberman12 It was all constructed by the Kabal Lots of money made shorting crude oil. The long term effects of the conspiracy will lead to much higher prices for a long time. @aeberman12 It was all constructed by the Kabal Lots of money made shorting"  
[X Link](https://x.com/aeberman12/status/2020187661583987087)  2026-02-07T17:27Z 45.7K followers, [----] engagements


"Free-riding on the grid like a 40-year-old still living in mom & dads basement @aeolusinvestor. Heres the scam: Wind + solar only pencil while someone else pays for firmness inertia and backup. Pay your own grid bills then talk. #energy #powergrid #renewables #reliability #electricity #physics #economics @aeberman12 @kaya85kaya I've got solar panel investments They are producing cheaper electricity than other sources Where is the ponzi scheme @aeberman12 @kaya85kaya I've got solar panel investments They are producing cheaper electricity than other sources Where is the ponzi scheme"  
[X Link](https://x.com/aeberman12/status/2020225175220838734)  2026-02-07T19:56Z 45.8K followers, [----] engagements


"Oil is the last domino in the AI-to-power-to-metals cycle says @ArjunNMurti Maybe. Oil trades like a risk asset not a value commodityand [--------] was a one-off demand regime. #oil #commodities #AI #macroeconomics #energy #markets #OPEC #copper"  
[X Link](https://x.com/aeberman12/status/2020236497396416689)  2026-02-07T20:41Z 45.8K followers, [----] engagements


"U.S. natural gas futures price fell $0.93 (21%) from $4.35 to $3.42 for the week ending February [--] Sideways price movement is likely on Monday as traders discover a new bottom #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG"  
[X Link](https://x.com/aeberman12/status/2020288206038790384)  2026-02-08T00:06Z 45.8K followers, [----] engagements


"U.S. natural gas 12-month spread widened $0.56 (133%) on lower prompt price April contract fell $0.80 (20%) from $4.03 to $3.23 week ending February [--] Front-month price decreased $0.93 (21%) from $4.35 to $3.42 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://twitter.com/i/web/status/2020289941503148228 https://twitter.com/i/web/status/2020289941503148228"  
[X Link](https://x.com/aeberman12/status/2020289941503148228)  2026-02-08T00:13Z 45.8K followers, [----] engagements


"You cant read a simple chart: solar economics suck system-wide @aeolusinvestor. Im not talking about you b/c the few don't matter Im talking about the system Get over yourself. #Solar #Grid #Electricity #EnergyReality #LCOE #Reliability #Markets @aeberman12 I own batteries too. A BESS (4h) costs as little as $50/mwhr. Where is the ponzi scheme Is it a US only phenomenon caused by restrictions against use of Chinese supply chains Or is mold affecting your brain down there in your mums basement @aeberman12 I own batteries too. A BESS (4h) costs as little as $50/mwhr. Where is the ponzi scheme"  
[X Link](https://x.com/aeberman12/status/2020507320241778985)  2026-02-08T14:37Z 45.8K followers, [----] engagements


"Disagree @JavierBlas Sanctions didnt start working because the market changed They started working because enforcement got serious Loose is a confusing word in a market that still looks tight. I get your point but youve already lost 95% of the audience with the terminology. #Oil #Sanctions #Russia #Iran #Venezuela #OPEC #ShadowFleet #Shipping #Geopolitics #EnergySecurity #PersianGulf #Enforcement #Commodities #EnergyMarkets https://www.bloomberg.com/opinion/articles/2026-02-05/russia-and-iran-oil-black-market-is-in-troubleutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/aeberman12/status/2020519458314293435)  2026-02-08T15:25Z 45.8K followers, [----] engagements


"I sincerely hope every MAGA anti-pluralist hated the Bad Bunny halftime show. Consider it a preview of your future: you dont get to veto the arc of history. Humans have been a migratory mixing plural species for [------] years. Best Super Bowl halftime ever in my view. #BadBunny #SuperBowl #HalftimeShow #Pluralism #Diversity #Migration #Demography #Culture #America #MAGA Trump The halftime show sucks and is a slap in the face to the country with the best 401(k)s. https://t.co/S1HYUJDFxv Trump The halftime show sucks and is a slap in the face to the country with the best 401(k)s."  
[X Link](https://x.com/aeberman12/status/2020705091221594172)  2026-02-09T03:43Z 45.8K followers, 13.1K engagements


"A new FedTreasury accord is code for debt management. It's a formula for inflation a weakened US safe haven & bond volatility. In Warsh's world long-duration financial assets are hostage to bad politics & policies. "Run to hard assets" is the obvious subtext. #markets #Fed #Treasuries #inflation #dollar #bonds #hardassets #gold #commodities https://investinglive.com/centralbank/warshs-fedtreasury-accord-idea-sparks-debate-over-independence-and-markets-20260208/ https://investinglive.com/centralbank/warshs-fedtreasury-accord-idea-sparks-debate-over-independence-and-markets-20260208/"  
[X Link](https://x.com/aeberman12/status/2020710107202351573)  2026-02-09T04:03Z 45.8K followers, [----] engagements


"The LNG glut is postponed. QatarEnergy delays North Field East again tightening markets for longer. Global LNG is short now projects slip everywhere and Europes demand hasnt gone away. #LNG #NaturalGas #EnergyMarkets #Qatar #SupplyCrunch #EnergySecurity https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026 https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026"  
[X Link](https://x.com/aeberman12/status/2021063321554657628)  2026-02-10T03:27Z 45.8K followers, [----] engagements


"Countries should rely less on America says @gideonrachman. Classic Europlatitude. Okhow exactly Youll defend yourselves Build your own energy and industry Make hard calls fast Or just more blah blah about strategic autonomy. Welcome to the real world. #Europe #NATO #DefenseSpending #Geopolitics #Security #StrategicAutonomy #Realism #EnergySecurity After Trump the old America could make a comeback @gideonrachman writes in his latest worth-reading column in FT. The gathering backlash against Trump is steadily increasing the chance that his presidency will ultimately be seen as a grotesque"  
[X Link](https://x.com/aeberman12/status/2021196767102943661)  2026-02-10T12:17Z 45.8K followers, [----] engagements


"Competing rail corridors backed by the West and China control flows of copper cobalt and iron ore. Africa has leverage this time but only if governance and coordination rise to meet it writes @ClydeCommods Not a strong point historically. #Africa #CriticalMinerals #Geopolitics #China #UnitedStates #EnergyTransition #Infrastructure https://www.reuters.com/markets/commodities/can-africa-win-west-china-scramble-minerals-2026-02-12/ https://www.reuters.com/markets/commodities/can-africa-win-west-china-scramble-minerals-2026-02-12/"  
[X Link](https://x.com/aeberman12/status/2022151538257371164)  2026-02-13T03:31Z 45.8K followers, [---] engagements


"Natural gas comparative inventory moved to an [--] bcf deficit week ending February [--] $5.01 U.S. spot price was at the marginal price for current comparative inventory on the red yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG"  
[X Link](https://x.com/aeberman12/status/2022166777896317117)  2026-02-13T04:31Z 45.8K followers, [----] engagements


"Devon + Coterra merger talks could create one of the largest independent shale producers in the U.S. Positions in Permian and Anadarko Big scale hedges against low prices in a subdued energy M&A market #Oil #Shale #Energy #Mergers #DevonEnergy #CoterraEnergy #Permian #Commodities #Geopolitics https://twitter.com/i/web/status/2011971560022950337 https://www.reuters.com/world/us-shale-producers-devon-energy-coterra-energy-merger-talks-sources-say-2026-01-15/ https://twitter.com/i/web/status/2011971560022950337"  
[X Link](https://x.com/aeberman12/status/2011971560022950337)  2026-01-16T01:19Z 45.8K followers, [----] engagements


"Warsh won't have a new script writes Rabobank's @BenPicton1 At $39T in debt he has no choice but financial repression: That means low rates negative real yields & credit support What's coming won't be pretty. #DebtCycle #Fed #FinancialRepression #Macro"  
[X Link](https://x.com/aeberman12/status/2018542622734983241)  2026-02-03T04:30Z 45.8K followers, [---] engagements


"The Oil Demand Paradox Forecasts for [----] range from [------] mmb/d even as annual growth slows over the next decade. The spread is the signal not the point estimate. #oil #OilandGas #energy #IEA #macroeconomics #commodities #supplydemand #inflation #Geopolitics"  
[X Link](https://x.com/aeberman12/status/2018893184814993907)  2026-02-04T03:43Z 45.8K followers, [----] engagements


"Largest non-COVID surplus in [--] years and oil prices didnt crash. The glut story was noise. With [----] surplus projected lower the market setup is tighter than headlines imply. #oil #OilandGas #energy #commodities #supplydemand #inventories #macroeconomics #Geopolitics"  
[X Link](https://x.com/aeberman12/status/2018893601296798005)  2026-02-04T03:45Z 45.8K followers, [----] engagements


"Oil stocks arent rallying because of long-term demand optimism despite what @ftenergy suggests. Markets are pricing geopolitical tail risk & supply disruption. Oil is essential but never a store of value Too perishable political & cyclical to trade as anything but risk. Think about it. #Oil #Energy #Markets #PeakOil #Investing #AI #Stocks https://www.ft.com/content/6176905c-8de7-4efb-a6f6-1936047c1fd1 https://www.ft.com/content/6176905c-8de7-4efb-a6f6-1936047c1fd1"  
[X Link](https://x.com/aeberman12/status/2019625538160136604)  2026-02-06T04:13Z 45.8K followers, [----] engagements


"Oil demand is bifurcating: Falling in rich countries rising in developing ones. That flips leverage concentrates risk and makes geopolitics matter MOREnot less. #Oil #Energy #Demand #EmergingMarkets #Geopolitics #Commodities #Macro #OPEC"  
[X Link](https://x.com/aeberman12/status/2020504452437082371)  2026-02-08T14:26Z 45.8K followers, [----] engagements


"Agree @AsimRiaz1978 This is not a "glut" forward curve It says "tight now easing later" The contango back end has little liquidity & reflects hedging/uncertainty/risk premia more than a fundamental call Time to read the glut meme its last rites #Brent #Oil #FuturesCurve #Backwardation #Contango #Spreads #Inventory #Deliverability #OPEC #Geopolitics #EnergyMarkets #Commodities #RiskPremium #Hedging In [----] the superglut remains a forecast until it proves itself through contango collapsing differentials and clear onshore inventory builds. In a segmented market deliverability not gross supply"  
[X Link](https://x.com/aeberman12/status/2020511796046573681)  2026-02-08T14:55Z 45.8K followers, [----] engagements


"Brent curves only signaled glut in October and December [----] Since September [----] most months still priced tight front-end supply #Brent #Oil #FuturesCurve #ForwardCurve #Contango #Backwardation #Spreads #Inventory #EnergyMarkets #Commodities #OPEC #WTI"  
[X Link](https://x.com/aeberman12/status/2020544312795087232)  2026-02-08T17:04Z 45.8K followers, [----] engagements


"Namibia just told Total & Petrobras your offshore deal isnt real until we approve it. This is why exploration takes so long for first oil. Its politics process and sovereign control. No wonder everyone fled to shale in the U.S. #Namibia #oil #exploration #TotalEnergies #Petrobras #Africa #energy #sovereignrisk #regulation #Markets https://www.reuters.com/business/energy/namibias-energy-ministry-blasts-totalenergies-petrobras-not-following-procedure-2026-02-08/ https://www.reuters.com/business/energy/namibias-energy-ministry-blasts-totalenergies-petrobras-not-following-procedure-2026-02-08/"  
[X Link](https://x.com/aeberman12/status/2020711681832235189)  2026-02-09T04:09Z 45.8K followers, [----] engagements


"Venezuelas 300B barrels is a headline not a balance sheet. Rystad estimates economically recoverable oil at roughly 29B bbls About one-tenth of the official figure. Reserves arent barrels; Theyre barrels at a price with infrastructure capex and time. #Venezuela #oil #reserves #Orinoco #energy #commodities #markets #economics #REALITY https://www.rrapier.com/2026/01/why-venezuelas-oil-reserves-look-bigger-than-they-really-are/ https://www.rrapier.com/2026/01/why-venezuelas-oil-reserves-look-bigger-than-they-really-are/"  
[X Link](https://x.com/aeberman12/status/2020831220368638150)  2026-02-09T12:04Z 45.8K followers, [----] engagements


"The oil glut: All good lies must come to an end Big volumes n Brent call spreads signal upside price momentum writes @IliaBouchouev Oil "melt-up" could be driven by options hedging not fundamentals The oil glut is being quickly replaced by supply urgency. #Oil #Brent #Options #Gamma #Commodities #EnergyMarkets Crazy volumes in Brent call spreads on Friday: a few more sessions like this and oil could be taking "Silver Road" soon. All commodities are now gamma driven. Crazy volumes in Brent call spreads on Friday: a few more sessions like this and oil could be taking "Silver Road" soon. All"  
[X Link](https://x.com/aeberman12/status/2021064869806538895)  2026-02-10T03:33Z 45.8K followers, [----] engagements


"The real threat is human starvation without fossil fuels for fertilizer @rupe_dg Economies will crash without oil & 100s of millions will die from resulting civil strife dislocation migration & war. Lose the false morality & see the big picture. #EnergyReality #Oil #Food #Fertilizer #Logistics @aeberman12 The really bad news: burning all this oil is just driving further nails into our global heating coffin. Destroying the liveable biosphere for the millions of species who'll still be here long after our inevitable extinction. @aeberman12 The really bad news: burning all this oil is just"  
[X Link](https://x.com/aeberman12/status/2021167244047241318)  2026-02-10T10:19Z 45.8K followers, [----] engagements


"Don't know about you @GildaMundson but global leaders and AI tech CEOs aren't calling to ask me what I think. This is happening as @TheMichaelEvery says "because markets." #AI #DataCenters #Grid #Electricity #Reliability #Dispatchable #Wind #Solar #NaturalGas @aeberman12 Hanging your economy on a technology that uses so much energy making it more expensive for regular people while a small group of people get wealthier is not beneficial. @aeberman12 Hanging your economy on a technology that uses so much energy making it more expensive for regular people while a small group of people get"  
[X Link](https://x.com/aeberman12/status/2021260491344031854)  2026-02-10T16:30Z 45.8K followers, [----] engagements


"The EIA is sicking to the oil-glut story It acknolwedges that Brent is at multi-month highs but thinks it's just "geopolitics" The EIA needs to read my upcoming post later today. Geopolitics & other real-world events are precisely why the oil glut story is a loser #OilMarkets #EIA #EnergyReality #Brent #SupplyDemand #Geopolitics https://www.eia.gov/outlooks/steo/ https://www.eia.gov/outlooks/steo/"  
[X Link](https://x.com/aeberman12/status/2021318339100819699)  2026-02-10T20:20Z 45.8K followers, [----] engagements


"Investors are rotating out of tech stocks b/c tech cant build without copper & other materials writes @ctindale But there's more. Growth is ending. Material expansion is ending. AI isnt innovation alone its power politics. Constrained AI will go to weapons surveillance & security not human good LINK 👇 #AI #Metals #Energy #Grids #Geopolitics #Resources https://www.artberman.com/blog/complexitys-revenge-electric-power-and-ai/ @great_martis its simply a rotation - tech stocks literally can't build their vision of the future without material/metals the big data centre build outs aren't"  
[X Link](https://x.com/aeberman12/status/2021405351367639177)  2026-02-11T02:06Z 45.8K followers, [----] engagements


"Brent cant hold above $70 writes @Ole_S_Hansen Markets are betting that rising oil prices will push Trump toward a deal with Iran. That's bad statecraft for the US but he's desperate not to lose Congress in midterms. #CrudeOil #Brent #Iran #Geopolitics #OilMarkets #Energy #Commodities #CrudeOil trades steady after a two-day advance with the Iran-related risk premium continuing to ebb and flow. Brent however is struggling to break convincingly above USD [--] amid speculation that the risk of higher oil pricesand the impact of rising fuel #Commodities #CrudeOil trades steady after a two-day"  
[X Link](https://x.com/aeberman12/status/2021411378918195276)  2026-02-11T02:30Z 45.8K followers, [----] engagements


"Hedge fund PM @CRUDEOIL231 just visited Venezuela. His takeaway Zero chance of a meaningful oil production ramp in the near term. In his own words: "Physically impossible. Don't buy the hype/fake news." #OilMarkets #Venezuela #EnergyReality #CrudeOil #SupplyConstraints One takeaway from my Venezuela trip: Zero chance they significantly ramp up oil production in the short term. Physically impossible. Don't buy the hype/fake news. https://t.co/us2bDJ6h8u One takeaway from my Venezuela trip: Zero chance they significantly ramp up oil production in the short term. Physically impossible. Don't buy"  
[X Link](https://x.com/aeberman12/status/2021413814919627121)  2026-02-11T02:39Z 45.8K followers, [----] engagements


"Trump is thinking about returning to what matters--China But Trump doesn't have the attention span or coherence to convert US leverage into durable gains writes @HalBrands He's got a weak hand & he's no match for Xi's sophistication or knowledge. #USChina #Geopolitics #GreatPowerCompetition #Trump #China #GlobalOrder https://www.bloomberg.com/opinion/articles/2026-02-06/trump-xi-call-is-the-us-ready-to-take-on-chinautm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/aeberman12/status/2021422117422551514)  2026-02-11T03:12Z 45.8K followers, [----] engagements


"When gas storage cant earn it shuts. Germanys gas headache is simple: No summer-to-winter profit = no refill incentive. Markets are shouting bad spread not no gas. #Germany #NatGas #Europe #Energy #TTF #LNG #Storage "Two German gas storage operators have already notified the energy regulator of plans to shut their facilities amid waning profitability" Germanys Gas Refill Season Looks Tough Market Manager Says Germanys gas storage operators are set to face a difficult stockpiling "Two German gas storage operators have already notified the energy regulator of plans to shut their facilities amid"  
[X Link](https://x.com/aeberman12/status/2021589342582448559)  2026-02-11T14:17Z 45.8K followers, [----] engagements


"Nixon was a paranoid control freak AT BEST not "a good man" @DrewPavlou Yes parts of the national security state overstepped. No that doesnt erase Watergate or make him a martyr. He was a miserable human. Very much like Trump. The record is clear on both @roddreher #Nixon #Watergate #CivilMilitaryRelations #History #Power #StateSecrets Everybody needs to read this - these new revelations legitimately completely transform our historical understanding of Richard Nixon. Nixon basically had conclusive proof that the Joint Chiefs of Staff systematically spied on him and attempted to undermine him"  
[X Link](https://x.com/aeberman12/status/2021599571835490651)  2026-02-11T14:57Z 45.8K followers, [----] engagements


"Shell [----] Outlook Global oil reaches a [---] mmb/d plateau through the 2040s Then it slowly declines to [--] mmb/d by [----] EVs dent cars but trucks & planes still run on oil for decades. #Oil #Energy #Demand #Aviation #Freight #EnergyTransition #REALITY"  
[X Link](https://x.com/aeberman12/status/2021647007941902503)  2026-02-11T18:06Z 45.8K followers, [----] engagements


"Its fantasy to think countries can skip making things and jump straight to services. Every rich country industrialized first & the data hasnt changed as @haugejostein shows. Another dumb idea like Modern Monetary Theory that ignores physical reality #Manufacturing #Development #EconomicReality #Industrialization #Growth 👇 https://www.theglobalcurrents.com/p/why-developing-countries-cant-skip Many economists are arguing that export-oriented industrialization is no longer possible. Perhaps the most prominent among them is Dani Rodrik. In his most recent book he explicitly argues that"  
[X Link](https://x.com/aeberman12/status/2021747944098078907)  2026-02-12T00:47Z 45.8K followers, [----] engagements


"Trump says Warsh as Fed Chair will lift US growth to 15% His dishonesty knows no bounds You can bullshit about rates and promise liquidity but you cant conjure real growth without energy labor & productivity to back it up. Markets may hear easy money. Reality doesn't care. #Economy #FederalReserve #Trump #MonetaryPolicy #Growth #Liquidity #RealityCheck BREAKING: TRUMP SAYS U.S. ECONOMY CAN GROW UP TO 15% UNDER KEVIN WARSHS LEADERSHIP Trump said picking Powell over Warsh in [----] was a "big mistake" and that the US economy could grow as high as 15% if Warsh delivers the policy hes capable of."  
[X Link](https://x.com/aeberman12/status/2021784405891526788)  2026-02-12T03:12Z 45.8K followers, [----] engagements


"When asked why no Epstein associates have been indicted Pam Bondi freaked out. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about" NOPE Why haven't you indicted any of Epstein's associates That's what we're talking about This could become Trumps Vietnam #Epstein #Accountability #Politics #RuleOfLaw #Transparency Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND"  
[X Link](https://x.com/aeberman12/status/2021785954164310058)  2026-02-12T03:18Z 45.8K followers, [----] engagements


"Saudi Arabia's Jafurah is big but it's no Permian. It's mostly a gas field but it does have Eagle Ford condensate reserve potential. Problem is that it's gas-constrained. Liquids will have no rapid ramp capability no independent liquids economics. #SaudiArabia #NaturalGas #Jafurah #EnergyMarkets #Condensate #Oil #Geopolitics https://www.bloomberg.com/news/articles/2026-02-11/aramco-sells-oil-from-jafurah-field-as-huge-saudi-project-starts https://www.bloomberg.com/news/articles/2026-02-11/aramco-sells-oil-from-jafurah-field-as-huge-saudi-project-starts"  
[X Link](https://x.com/aeberman12/status/2021789468164866123)  2026-02-12T03:32Z 45.8K followers, [----] engagements


"You dont revive Venezuelas oil sector by touring dilapidated fields @SecretaryWright This is a pointless photo op Tell us about restoring conditions in which companies would risk capital to revive oil production. Otherwise keep the photos on your phone #EnergyPolicy #Venezuela #OilMarkets #Geopolitics #Sanctions #RealityCheck Visiting Venezuelan oil fields today to explore ways to boost oil production update infrastructure and unlock the countrys enormous economic potential. Stronger commerce will benefit Americans AND Venezuelans while delivering peace and prosperity across the Hemisphere"  
[X Link](https://x.com/aeberman12/status/2022112456617726293)  2026-02-13T00:55Z 45.8K followers, [----] engagements


"Baker Hughes spins old artificial lift as new tech Service firms need work so they hype easy Venezuela barrels for Trump + investors. Reality: PDVSA is modern & competent. Money is all it needs. Low-hanging fruit narrative is nonsense. #Oil #Venezuela #PDVSA #OOTT https://www.bloomberg.com/news/articles/2026-01-24/trump-pushes-quick-fixes-to-boost-venezuela-oil-outputembedded-checkout=true https://www.bloomberg.com/news/articles/2026-01-24/trump-pushes-quick-fixes-to-boost-venezuela-oil-outputembedded-checkout=true"  
[X Link](https://x.com/aeberman12/status/2016143180031308228)  2026-01-27T13:36Z 45.8K followers, [----] engagements


"U.S. tight oil production peaked in September [----] It is expected keep falling slowly in [----] #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2019099573826765215)  2026-02-04T17:23Z 45.8K followers, [----] engagements


"Energy is breaking out of multi-year lows because "capital discipline" has been a disaster for everyone except rich investors. Years of no exploration capex + tight rigs/crews + geopolitical supply risk = higher service pricing. #oil #OIH #oilservices #energy #capex #supply #inflation #geopolitics #markets The entire Energy Complex is heating up. Look at Oil Services $OIH. About to break out of a 7YR base. The entire space looks like this. https://t.co/zhyBGcrO5C The entire Energy Complex is heating up. Look at Oil Services $OIH. About to break out of a 7YR base. The entire space looks like"  
[X Link](https://x.com/aeberman12/status/2019200867631575111)  2026-02-05T00:06Z 45.8K followers, [----] engagements


"Venezuelan crude isnt just heavy Its the most degraded impurity-laden oil on earth. High sulfur metals water and logistics nightmares. It trades cheap for a reason. #Oil #Energy #Venezuela #HeavyCrude #Refining #Commodities"  
[X Link](https://x.com/aeberman12/status/2019616037210321165)  2026-02-06T03:36Z 45.8K followers, [----] engagements


"Chinas energy story is coal (58%) renewables are a sideshow (6%) @ryankatzrosene The U.S. energy mix is cleaner Coal accounts for 9% of U.S. energy and renewables for 6% (the same as China) Step out of the renewable echo chamber and look at the actual energy mix. #China #energy #coal #renewables #US #EIA #IEA #reality #climate #policy The US electricity grid has gone from 73% to 58% fossil-powered over the last [--] years. China's electricity grid has gone from 78% to 62% fossil-powered over the last [--] years. Which do you think will decarbonize electricity first https://t.co/Qw8rUNBrmi The US"  
[X Link](https://x.com/aeberman12/status/2020716903426089019)  2026-02-09T04:30Z 45.8K followers, [----] engagements


"BASF CEO says climate rules are killing Europes industry Admitting renewables arent working isnt anti-climate Its step one to stop the insanity & look for realistic options #EU #Energy #Industry #ClimatePolicy #Renewables #Competitiveness #RealityCheck https://www.ft.com/content/226c1883-e74b-4a9a-85d0-fde02ac79779 https://www.ft.com/content/226c1883-e74b-4a9a-85d0-fde02ac79779"  
[X Link](https://x.com/aeberman12/status/2021203665868964323)  2026-02-10T12:44Z 45.8K followers, [----] engagements


"The European Investment Bank plans to advance electricity capacity by moving grid debt off bank books & monetizing future revenues I'm not holding my breath. This is Europe after all. #PowerGrids #EnergyInfrastructure #Europe #EIB #Electricity #EnergyTransition https://www.reuters.com/sustainability/boards-policy-regulation/eu-plans-measures-boost-energy-infrastructure-investment-draft-document-shows-2026-02-12/ https://www.reuters.com/sustainability/boards-policy-regulation/eu-plans-measures-boost-energy-infrastructure-investment-draft-document-shows-2026-02-12/"  
[X Link](https://x.com/aeberman12/status/2022150233321324962)  2026-02-13T03:26Z 45.8K followers, [---] engagements


"The multi-year oil bull market" is coming into view writes @ericnuttall The oil glut hasn't shown up Shale growth is over OPEC audit will show spare capacity is smaller Less buffer = scarcity pricing + tail risk #oil #WTI #Brent #OPEC #shale #energy #commodities #inflation #geopolitics #markets [----] is the year when all of the pieces of the "multi-year oil bull market" puzzle finally come together: 🛢the twilight of US shale becomes consensus (Lower [--] growth rate in November '25 = lowest since COVID) 🛢"the most anticipated oil supply glut in history" narrative https://t.co/NQeUlDH3mG 2026"  
[X Link](https://x.com/aeberman12/status/2022002392099856412)  2026-02-12T17:38Z 45.8K followers, [----] engagements


"Enbridge wont risk billions on a new Canadian oil pipeline Politics can change faster than steel gets laid. Capital remembers Northern Gateway The project was killed after hundreds of millions were sunk. #EnergyInfrastructure #Canada #Pipelines #RegulatoryRisk #EnergySecurity #CapitalDiscipline https://www.bloomberg.com/news/articles/2026-02-13/enbridge-won-t-pursue-risky-alberta-pipeline-project-ceo https://www.bloomberg.com/news/articles/2026-02-13/enbridge-won-t-pursue-risky-alberta-pipeline-project-ceo"  
[X Link](https://x.com/aeberman12/status/2022627003673809078)  2026-02-14T11:00Z 45.8K followers, [---] engagements


"Canada calls it future-proofing. Markets may call it wishful thinking. $16.5B on carbon capture with long timelines big execution risk and shifting global politics Take that bet to a Las Vegas oddsmaker. #CarbonCapture #EnergyPolicy #Canada #OilSands #EnergySecurity #StrandedAssets #CapitalRisk https://www.bloomberg.com/news/articles/2026-02-13/canada-s-carbon-plan-will-help-oil-patch-in-future-tim-hodgson-says https://www.bloomberg.com/news/articles/2026-02-13/canada-s-carbon-plan-will-help-oil-patch-in-future-tim-hodgson-says"  
[X Link](https://x.com/aeberman12/status/2022627955646534121)  2026-02-14T11:04Z 45.8K followers, [---] engagements


"I'm no longer going to waste my time arguing with people about whether climate change and ecocide are real. If you want to ignore data & scientists who know far more than you or I can ever know that's your choice. Act out your infantile fantasies somewhere else. #energy #EnergyTransition #ClimateActionNow #renewables #NetZero #FossilFuels"  
[X Link](https://x.com/anyuser/status/1773019886295331242)  2024-03-27T16:10Z 45.8K followers, 165.7K engagements


"Oil isnt gold.yet But when carry breaks capital runs from crowded paper promises to under-owned physical necessity. Thats the G&R bet Oil/gas reprice not as fuel but as insurance. #oil #natgas #commodities #inflation #volatility #geopolitics #realassets"  
[X Link](https://x.com/aeberman12/status/2019021940946837610)  2026-02-04T12:15Z 45.8K followers, 16.7K engagements


"Chinese satellites are mapping U.S. force posture in real time Iran now has Google Maps for war. Yet Trump described his relationship with China's President Xi as "extremely good" #NationalSecurity #China #Iran #Military #Geopolitics #Surveillance #Deterrence BREAKING; CHINESE Commercial Statelites and Spy Ships Turn U.S. Gulf Bases and Carriers into Open Targets for IRAN Chinese commercial satellite companies such as MizarVision have publicly released high-resolution imagery of U.S. military deployments in the Middle East https://t.co/diLz8Cz3pb BREAKING; CHINESE Commercial Statelites and"  
[X Link](https://x.com/aeberman12/status/2022154050624770438)  2026-02-13T03:41Z 45.8K followers, [----] engagements


"Pemex is back in the bond market after six years and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets https://www.bloomberg.com/news/articles/2026-02-14/pemex-issues-1-8-billion-in-local-debt-in-return-to-mexico-markets https://www.bloomberg.com/news/articles/2026-02-14/pemex-issues-1-8-billion-in-local-debt-in-return-to-mexico-markets"  
[X Link](https://x.com/aeberman12/status/2022541215871434872)  2026-02-14T05:19Z 45.8K followers, [---] engagements


"Beijing has become the enabling power behind Russias war effort It supplies the parts buys the exports & benefits strategically as the West stays divided Yet Europe wants dialogue with Beijing When will Europeans learn how the world works #China #Russia #Ukraine #Geopolitics #GreatPowerPolitics #Europe #Security #StrategicAutonomy https://www.bloomberg.com/news/articles/2026-02-14/china-expanding-aid-to-russian-war-effort-western-officials-say https://www.bloomberg.com/news/articles/2026-02-14/china-expanding-aid-to-russian-war-effort-western-officials-say"  
[X Link](https://x.com/aeberman12/status/2022626240876663130)  2026-02-14T10:57Z 45.8K followers, [---] engagements


"Updated with new EIA STEO today U.S. tight oil production peaked in December [----] It is expected keep falling slowly in [----] and [----] #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2021312639679291512)  2026-02-10T19:57Z 45.8K followers, [----] engagements


"China has spent decades embedding networks inside democracies to shape outcomes and mute critics. @TerryGlavin one of Canadas finest journalists notes the mediagovernment amnesia about cozying up to Beijing. History says this wont end well. Pay attention Canada #China #CCP #UnitedFront #ForeignInfluence #Democracy #Geopolitics #Canada NOW on MoneyTalks @TerryGlavin one of Canadas finest journalists is struck by the collective amnesia in both the media and government over their eagerness to cozy up to Chinas Communist regime. History suggests this will not end well. Watch now."  
[X Link](https://x.com/aeberman12/status/2021796445146300796)  2026-02-12T04:00Z 45.8K followers, [----] engagements


"Promising 3040% Venezuelan production growth is pure BS @SecretaryWright Sounds a lot like your boss claiming that Kevin Warsh as new Fed chair will deliver 15% US GDP growth Cut the promo crap & talk about sanctions relief capital & petroleum law. #Venezuela #Oil #EnergyPolicy #RealityCheck #Geopolitics #EmptyPromises In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year. https://t.co/BhnrrhgEQp In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see"  
[X Link](https://x.com/aeberman12/status/2022114440385020256)  2026-02-13T01:03Z 45.8K followers, [----] engagements


"Anthropic CEO explains why AGI is financially treacherous. Massive upfront costs mean a 10x growth bet can flip from trillion-dollar upside to instant bankruptcy if youre even slightly wrong. #AI #AGI #DataCenters #FinancialRisk #TechBubble #CapitalIntensity #SystemicRisk Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a"  
[X Link](https://x.com/aeberman12/status/2022539978878939377)  2026-02-14T05:14Z 45.8K followers, [----] engagements


"The suns radiation that reaches earth is useless as an energy source without technology to convert it to work @Tinyweenybear The technology requires materials to work that all need fossil fuels. Grid scale solar is uneconomic & not fit for 24/7 demand. Any other questions LINK https://www.artberman.com/blog/the-sunset-of-the-renewable-dream/ @aeberman12 Art what about the sun I mean even the petro is derived from it. It has to be the source. https://www.artberman.com/blog/the-sunset-of-the-renewable-dream/ @aeberman12 Art what about the sun I mean even the petro is derived from it. It has to"  
[X Link](https://x.com/aeberman12/status/2022654178162598209)  2026-02-14T12:48Z 45.8K followers, [----] engagements


"You cant stockpile what you dont control. The easy part is $12 billion from the Trump Adminstration. The hard part is finding the mines processing & pricing. Washington needs to build alliances instead of burning them. #CriticalMinerals #Geopolitics #China #SupplyChains #EnergyTransition #Mining #USPolicy https://www.reuters.com/markets/commodities/us-turns-multilateral-search-critical-mineral-security-2026-02-11/ https://www.reuters.com/markets/commodities/us-turns-multilateral-search-critical-mineral-security-2026-02-11/"  
[X Link](https://x.com/aeberman12/status/2022153028917231743)  2026-02-13T03:37Z 45.8K followers, [---] engagements


"U.S natural gas comparative fell [--] bcf for the week ending February [--] It moved to the greatest deficit since March [----] Henry Hub spot price decreased $8.78 from $13.79 to $5.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG"  
[X Link](https://x.com/aeberman12/status/2022164565178589402)  2026-02-13T04:22Z 45.8K followers, [----] engagements


"The Epstein case will go down as one of the greatest cover-ups in American history. #Epstein #DOJ #Congress Rep. Nancy Mace says she has seen the Epstein client list and warns that the names on it will shock the entire world. She adds as a Republican that the DOJ is protecting those identities. According to Mace the list includes both Republicans and Democrats along with wealthy https://t.co/13ZMkINeIo Rep. Nancy Mace says she has seen the Epstein client list and warns that the names on it will shock the entire world. She adds as a Republican that the DOJ is protecting those identities."  
[X Link](https://x.com/aeberman12/status/2022510096832471430)  2026-02-14T03:15Z 45.8K followers, [----] engagements


"OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia https://www.reuters.com/business/energy/opec-leans-towards-resumption-oil-output-increases-april-sources-say-2026-02-13/ https://www.reuters.com/business/energy/opec-leans-towards-resumption-oil-output-increases-april-sources-say-2026-02-13/"  
[X Link](https://x.com/aeberman12/status/2022513775505498465)  2026-02-14T03:30Z 45.8K followers, [---] engagements


"Shell imagines a future in which electricity is the dominant component of global energy. I assume that it is training elephants to fly. #EnergySecurity #Electrification #SystemicRisk #Geopolitics #EnergyReality #Infrastructure #CapitalConstraints #EnergyTransition #CriticalMaterials #GridLimits https://datacentremagazine.com/news/explained-shells-scenarios-for-data-centre-energy-futures https://datacentremagazine.com/news/explained-shells-scenarios-for-data-centre-energy-futures"  
[X Link](https://x.com/aeberman12/status/2022536247722328297)  2026-02-14T04:59Z 45.8K followers, [---] engagements


"Trumps Maritime Action Plan finally admits shipbuilding is a national security problem Without durable money and follow-through it remains a well-designed plan facing a brutally hard industrial reality. #MaritimeSecurity #Shipbuilding #IndustrialPolicy #NationalSecurity #SupplyChains #Geopolitics https://gcaptain.com/white-house-maritime-action-plan/ https://gcaptain.com/white-house-maritime-action-plan/"  
[X Link](https://x.com/aeberman12/status/2022537033592209709)  2026-02-14T05:03Z 45.8K followers, [---] engagements


"China is pulling more cheap oil from the Middle East. That leaves W. African oil struggling to find buyers until it gets cheap enough to move again writes @JuneGoh_Sparta In this tight market the Middle East has the upper hand. Sorry oil glut fans. Saudi has oil China wants it. A match made in heaven. In my note to Sparta clients last week I mentioned that given an expectation of rising spot AG premiums for this trading cycle refineries will likely be maximizing their Saudi term nominations for March loaders. Lo and Saudi has oil China wants it. A match made in heaven. In my note to Sparta"  
[X Link](https://x.com/aeberman12/status/2022538922140799232)  2026-02-14T05:10Z 45.8K followers, [----] engagements


"Are we asking the right questions about our future Explore the uncomfortable truths shaping our world and the choices we must make for stability meaning and responsibility. LINK👇 #TheGreatSimplification #UncomfortableQuestions" https://www.thegreatsimplification.com/frankly-original/125-uncomfortable-questions-in-unstable-times This weeks Frankly marks a new recurring segment on this platform: Uncomfortable Questions in Unstable Times. In this edition I explore what would change if societies shifted their primary goal from growth to stability. https://t.co/0g0PMNFsfA https://t.co/HUktaX1LLw"  
[X Link](https://x.com/aeberman12/status/2022624226717634893)  2026-02-14T10:49Z 45.8K followers, [---] engagements


"Electricity Exceeds 50% of Final Energy Use by Mid-Century Shell is good about listing the obstacles to its preposterous assumptions And then finding reasons to ignore them @zeroinputag #Electricity #EnergyTransition #EnergySystems #GridConstraints #EnergyReality #MidCentury #Decarbonization @aeberman12 Is this during the brief phase where oil and coal are depleted and the few solar arrays still functioning are churning out 2% of the all time total energy peak @aeberman12 Is this during the brief phase where oil and coal are depleted and the few solar arrays still functioning are churning out"  
[X Link](https://x.com/aeberman12/status/2022633414285824139)  2026-02-14T11:25Z 45.8K followers, [----] engagements


"Shell base case assumes sustained 3.3% global growth GDP nearly doubles by [----] #GlobalGDP #EconomicGrowth #EnergyScenarios #Shell #Macroeconomics #GrowthAssumptions #LongTermForecasts"  
[X Link](https://x.com/aeberman12/status/2022687877424198045)  2026-02-14T15:02Z 45.8K followers, [---] engagements


"WTI futures price fell $0.66 (1%) from $63.55 to $62.89 week ending February [--] Sideways price movement seems likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2022697214888284201)  2026-02-14T15:39Z 45.8K followers, [---] engagements


"Show me the glut WTI 12-month spread narrowed $0.06 (2%) for the week ending February [--] 6-month spread narrowed $0.11 (9%) Front-month price fell $0.66 (1%) from $63.55 to $62.89 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2022704011057545468)  2026-02-14T16:06Z 45.8K followers, [---] engagements


"Brent futures price fell $0.30 from $68.05 to $67.75 week ending February [--] 12-month spread suggests sideways price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket"  
[X Link](https://x.com/aeberman12/status/2022711850043850832)  2026-02-14T16:37Z 45.8K followers, [---] engagements


"In a fragmented world fundamentals set the base but tail risk sets the price @anasalhajji You dont need a shooting war for oil markets to price disruption The fear of broken flows is enough. Geopolitics is now a permanent premium. That said ML highest monthly avg price in [----] is $70 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://twitter.com/i/web/status/2022715654260818386 https://twitter.com/i/web/status/2022715654260818386"  
[X Link](https://x.com/aeberman12/status/2022715654260818386)  2026-02-14T16:52Z 45.8K followers, [---] engagements

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