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# ![@jackprandelli Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1821867319506665473.png) @jackprandelli Jack Prandelli

Jack Prandelli posts on X about exxon mobil, shell, gas, guyana the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1821867319506665473/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1821867319506665473/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +15,718%
- X Year XXXXXXXXX +1,202,329%

### Mentions: XX [#](/creator/twitter::1821867319506665473/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1821867319506665473/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +1,213%
- X Year XXX +13,200%

### Followers: XXXXX [#](/creator/twitter::1821867319506665473/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1821867319506665473/c:line/m:followers.svg)

- X Week XXXXX +22%
- X Month XXXXX +73%
- X Months XXXXX +4,300%
- X Year XXXXX +40,967%

### CreatorRank: XXXXXXX [#](/creator/twitter::1821867319506665473/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1821867319506665473/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [gaming](/list/gaming)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[exxon mobil](/topic/exxon-mobil) #31, [shell](/topic/shell) #577, [gas](/topic/gas) #1512, [guyana](/topic/guyana) #200, [sea](/topic/sea), [brazil](/topic/brazil) #1666, [investment](/topic/investment), [lng](/topic/lng), [saudi arabia](/topic/saudi-arabia) #784, [$2223sr](/topic/$2223sr) #10

**Top accounts mentioned or mentioned by**
[@shell](/creator/undefined) [@chevron](/creator/undefined) [@exxonmobil](/creator/undefined) [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@iea](/creator/undefined) [@totalenergies](/creator/undefined) [@aramco](/creator/undefined) [@roryjohnston](/creator/undefined) [@staunovo](/creator/undefined) [@petrobras](/creator/undefined) [@deitaone](/creator/undefined) [@eni](/creator/undefined) [@chigrl](/creator/undefined) [@marketplunger1](/creator/undefined) [@bpplc](/creator/undefined) [@javierblas](/creator/undefined) [@peterschiff](/creator/undefined) [@secscottbessent](/creator/undefined) [@potus](/creator/undefined)

**Top assets mentioned**
[Exxon Mobil (XOM)](/topic/exxon-mobil) [Convex Finance (CVX)](/topic/$cvx) [PolkaBridge (PBR)](/topic/$pbr) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [TotalEnergies SE (TTE)](/topic/$tte) [Transocean LTD. (RIG)](/topic/$rig)
### Top Social Posts
Top posts by engagements in the last XX hours

"Trump Drops Renewable From US Energy Lab Name The National Renewable Energy Laboratory (NREL) has officially been renamed the National Laboratory of the Rockies. The move is part of the administrations broader shift away from wind & solar framing and back toward a fossil-first energy posture. Symbolic but strategic. It signals where Washingtons priorities are heading on climate power generation and federal R&D funding. #energy #oott #Trump"  
[X Link](https://x.com/jackprandelli/status/1995909617327518178)  2025-12-02T17:35Z 2466 followers, XXX engagements


"Saudi @aramco is unlocking $XX billion in fresh liquidity preparing to sell a major package of terminal stakes storage assets and real-estate holdings aramco needs liquidity for its US expansion wave In the last X months alone Aramco has announced $120+ billion in US investment commitments and strategic partnerships. These include: Equity and offtake deals with Commonwealth LNG and Lake Charles #LNG Expanding supply-chain partnerships with SLB #Halliburton #McDermott KBR-AMCDE New US manufacturing advanced #materials and #energy-tech ventures Selling domestic infrastructure raises the cash to"  
[X Link](https://x.com/jackprandelli/status/1993369061745381434)  2025-11-25T17:19Z 2463 followers, 1072 engagements


"Guyanas Oil Boom Is Going Parabolic #Guyanas crude output is exploding from zero in 2019 to almost 900000 bpd by late 2025 making it the fastest-growing oil producer on the planet. Whats driving the surge Read the full article here👇 🛢The New Oil Promised Land #oott"  
[X Link](https://x.com/jackprandelli/status/1993677288739577856)  2025-11-26T13:44Z 2455 followers, 7589 engagements


"Gazprom Is Back in Profit But Still Far Behind @exxonmobil @Shell and @Chevron Gazprom posted $1.72B in Q3 profit after a $680M loss last year. A rebound driven by China Turkey and domestic sales after Europe cut volumes from XXX bcm XX bcm. But the gap with Western majors is huge: Exxon: $7.5B Shell: $5.3B Chevron: $3.5B Gazprom: $1.7B Losing Europes high-margin market reshaped everything. Peace talks could change the game Putin says the US-Ukraine draft could be a basis for agreements and is ready for serious discussion. A ceasefire deal could restore limited EU gas flows. Until then"  
[X Link](https://x.com/jackprandelli/status/1994446599104217503)  2025-11-28T16:41Z 2459 followers, 1384 engagements


"Europes Gas Map in One Picture This map shows the core reality of Europes energy shift. Almost all major Russian pipeline routes to the EU Nord Stream Yamal Ukraine transit are shut or damaged. Only TurkStream and Blue Stream still move Russian gas into Europe. What filled the gap LNG But something can change.see here my thesis The Gas Compromise"👇 #Russia #LNG #oott #gas"  
[X Link](https://x.com/jackprandelli/status/1995201407478358510)  2025-11-30T18:40Z 2448 followers, 18.1K engagements


"Shell and Equinor complete formation of Adura which will be the UKs largest independent North Sea producer #oott #UK"  
[X Link](https://x.com/jackprandelli/status/1995424525249663194)  2025-12-01T09:27Z 2464 followers, XXX engagements


""Deepwater Production to continue ramping in the years ahead led by $PBR $PBR.A in Brazil. $XOM & $CVX follows w/ Guyana." If you want to know more check my latest article 💸 Why are Big Oil Giants Saving Money Read the full article here #oott thanks @SheDrills for sharing this"  
[X Link](https://x.com/jackprandelli/status/1995880391182336007)  2025-12-02T15:39Z 2451 followers, 1277 engagements


"🛢 OPEC's wild 2025 plot twist: After years of cuts propping up #WTI (Oct '22 spike to $110+) they started UNWINDING in April +138k bpd then +411k/month through July +548k Aug full 2.2M bpd reversal by Sept. Result Prices tanked from $80s to $50s by late summer. now hovering $XX amid glut fears. Chart nails it (thanks @Josh_Young_1 ): Green arrows (cuts) = pumps red (hikes) = dumps. Trump's "drill baby drill" + US shale surge = OPEC's market share grab backfired hard. #OPEC #oott #Oil"  
[X Link](https://x.com/jackprandelli/status/1996346221477192028)  2025-12-03T22:30Z 2460 followers, 4113 engagements


"➡ Glenfarne signs Macquarie for Texas LNG Glenfarne Energy Transition LLC has signed a definitive 20-year sales and purchase agreement with Macquarie Group for 0.5m tonnes per year of LNG from its #Texas LNG project. The agreement converts a previous non-binding heads of agreement between the parties. The agreement along with previously announced Texas #LNG offtake agreements brings Texas LNG closer to a final investment decision. Glenfarne is targeting year-end FID for the project"  
[X Link](https://x.com/jackprandelli/status/1996574001473196152)  2025-12-04T13:35Z 2460 followers, XXX engagements


"Saudi Arabia Slashes #Oil Prices to X Year Low for Asia A Clear Market Signal Saudi @aramco just cut Arab Light OSP for Asia to +$0.60/bbl over Oman/Dubai. Thats the lowest premium since Jan 2021 Why it matters: Asia is Saudis core market (7 mb/d). #Russia Iran and US barrels are flooding the region at discounts. #Brent is stuck near $6263 down XX% YTD. Global supply keeps rising (U.S. Brazil Guyana X mb/d). What Aramco is doing: Prioritising volume over price to defend market share. Second aggressive cut in X months. Broader reductions across Heavy grades. Winners & Losers Asian refiners"  
[X Link](https://x.com/jackprandelli/status/1996595246067573008)  2025-12-04T14:59Z 2466 followers, XXX engagements


"🚨Freight rates are on FIRE in 2025 Baltic Exchange data shows charter equivalents up 400-600% YTD across the board. Surging on shadow fleet chaos Asia coal frenzy (63 Mt Nov imports) + iron ore rush. LNG: New supply waves (US/Qatar floods) but terminal bottlenecks = scramble. No coincidence: More oil sloshing at sea means tankers detour dodge patrols jack rates. If you want to know more have a look at my latest article here👇 #oott"  
[X Link](https://x.com/jackprandelli/status/1996968474107678766)  2025-12-05T15:42Z 2459 followers, XXX engagements


"Europe Just Got a Lifeline Equinor Hits 30110 Million BOE in the Sleipner Hub Europe may be phasing out Russian gas by 2027 but its replacement barrels must come from somewhere. Yesterday @Equinor delivered exactly what the EU needed #Norways largest discovery of 2025. And the numbers are serious. 🔥 The Discovery Equinor confirmed 30110 million barrels of oil equivalent at the Lofn and Langemann wells its biggest find this year. Located in the Sleipner area Fully tied into existing infrastructure Development via subsea tie-backs (fast + low cost) These are the short cycle infrastructure led"  
[X Link](https://x.com/jackprandelli/status/1996998607329730902)  2025-12-05T17:42Z 2466 followers, 2256 engagements


"Argentina Secures Massive Exports to Chile ➡ 🛢 YPF Vista @Shell and @Equinor just signed long-term deals with Chiles ENAP to export up to 70000 b/d of Vaca Muerta shale oil through June 2033 $12B in expected revenue over the contract life YPF supplies 32000 b/d (45% of volumes) Crude moves via the revamped Trasandino (OTA) pipeline to ENAPs Bo Bo refinery Route gives #Argentina direct Pacific access and new pricing options This locks in a decade of offtake strengthens Argentinas push toward X mb/d oil production and turns the OTA corridor into a strategic export artery. For #Chile it secures"  
[X Link](https://x.com/jackprandelli/status/1997075007847989446)  2025-12-05T22:46Z 2467 followers, XXX engagements


"💥 Oils comeback is bigger than you think In 2000 the top XX oil & gas companies were worth $X trillion combined. Today $XXX trillion. $XOM ExxonMobil: $468B $CVX Chevron: $257B $SHEL Shell: $188B $TTE TotalEnergies: $188B #Aramco: $1.8T Despite all the talk about peak oil (see my latest article link in comments) and the energy transition fossil fuels still anchor global cash flow trade and power. #OOTT #Energy #OilMarkets #Commodities #BigOil #ExxonMobil #Aramco #Chevron #Shell #TotalEnergies"  
[X Link](https://x.com/jackprandelli/status/1986140225962188925)  2025-11-05T18:35Z 2460 followers, 9376 engagements


"#ExxonMobil has reportedly paused its major blue hydrogen project in #Texas due to struggles securing enough offtake The one billion cubic feet per day plant unveiled in 2022 and targeting start-up in 20272028 has faced rising uncertainty with CEO Darren Woods warning that tightened 45V tax credit timelines and weaker market demand are creating major hurdles. Portions of the hydrogen were set to be converted into ammonia for international buyers with interest from Jera and Mitsubishi and transported via Air Liquides Gulf Coast pipeline network. Woods says the project could restart but no"  
[X Link](https://x.com/jackprandelli/status/1993382529068319128)  2025-11-25T18:13Z 2459 followers, 5226 engagements


"💰 South Americas Oil Boom Is Accelerating Upstream investment in South America is surging from $15B in 2020 to $50B+ by 20262030 driven by X engines: #Brazil the regions dominant offshore spender #Guyana the fastest-growing #oil province in the world #Argentina Vaca Muerta pushing long-term shale expansion Even #Venezuela shows a mild uptick as sanctions shift and JV activity stabilizes. South America is becoming one of the strongest pillars of non-#OPEC supply growth through 2030. Read the full article here👇 The New Oil Promised Land #oott #oott"  
[X Link](https://x.com/jackprandelli/status/1993716850442571917)  2025-11-26T16:21Z 2459 followers, 9880 engagements


"Guyana is becoming Exxons growth engine From zero production in 2019 to XXX million bpd by 2027 #ExxonMobil HessCNOOC have sanctioned $XX billion across five FPSOs with a 6th on the way. Liza Payara Yellowtail Uaru Whiptail Each project adds 220275k bpd at breakevens as low as $2535 per barrel. This is the fastest offshore ramp-up in modern oil history and the cornerstone of Exxons global production growth. Read the full article here👇 The New Oil Promised Land #oott"  
[X Link](https://x.com/jackprandelli/status/1993728107308626297)  2025-11-26T17:06Z 2459 followers, 7006 engagements


"Guyana is rewriting the economics of global oil While US #shale needs $40$60 per barrel to breakeven #Guyana deepwater projects deliver at $25$35. Why Guyana is the new benchmark for offshore competitiveness. Read the full article here👇 🛢The New Oil Promised Land #oott"  
[X Link](https://x.com/jackprandelli/status/1993731847050703333)  2025-11-26T17:21Z 2459 followers, 11.4K engagements


"💰 The Fastest-Growing Economies of 2025 Arent Tech Nations 🛢 Theyre New #Oil Powers led by #Guyana @IMFNews data is clear: the worlds strongest growth is coming from countries unlocking new oil wealth. Guyana is the standout: +10.3% #GDP in 2025 +23% in 2026 From zero output in 2019 to 900000 bpd today Targeting XXX million bpd by 2027 Becoming the worlds top per-capita oil producer Other oil driven growth leaders: South Sudan: +24.3% #Libya: +15.6% #Kazakhstan: +5.9% #Iraq: +3.4% While major economies barely grow. The new global growth engines are emerging oil nations. 📊 Full Article in"  
[X Link](https://x.com/jackprandelli/status/1994104215501750535)  2025-11-27T18:01Z 2459 followers, 1467 engagements


"Who Is Replacing Their Reserves and Who Isnt The latest 1P Reserve Replacement Ratios (RRR) reveal a massive strategic split among the worlds top #oil companies. Big Winners #ExxonMobil: XXX% One of the strongest RRRs in a decade driven by Guyana and U.S. assets. @TotalEnergies : XXX% Expanding through LNG and deepwater. @petrobras : XXX% #Brazils pre-salt remains a powerhouse. @Equinor : XXX% #Norway is quietly rebuilding long-term volumes. PetroChina: XXX% Eni: XXX% The Laggards @Shell : XX% #Chevron: X% bp: XX% The companies investing heavily in deepwater LNG and new barrels are securing"  
[X Link](https://x.com/jackprandelli/status/1994133407631106106)  2025-11-27T19:57Z 2459 followers, 19K engagements


"💸 Why are Big Oil Giants Saving Money #ExxonMobil is making $XXXX billion while oil trades below $XX #Oil prices are stuck below $65/barrel levels that should be crippling the industry. Yet the supermajors are printing record earnings aggressively selling off $XX billion in good assets and redeploying capital into other projects. Here is what I break down in my latest article for The Merchant's News: - The @IEA admitted oil demand won't peak in 2030. Under current policies consumption hits XXX million bpd by 2050. -The Permian #rig count collapsed XX units in 2025. With global fields"  
[X Link](https://x.com/jackprandelli/status/1995484252696150259)  2025-12-01T13:24Z 2459 followers, 6587 engagements


"🚨 Exclusive: Exxon Wants Lukoils Giant Iraqi Oil Field #ExxonMobil has approached Iraq to buy Lukoils majority stake in West Qurna-2 one of Iraqs biggest supergiant fields. Key points: #Lukoil is forced to sell international assets under new U.S. sanctions West Qurna-2 is Lukoils largest foreign asset #Iraq prefers Exxon as the takeover partner Would mark a major U.S. re-entry into Iraqi upstream as #Russia unwinds its portfolio This is the newest sign that sanctions are triggering a global reshuffling of Russian oil assets and U.S. majors are moving fast. #oott"  
[X Link](https://x.com/jackprandelli/status/1995778102257983915)  2025-12-02T08:52Z 2460 followers, 2412 engagements


"🌍 Where the Worlds Oil & Gas Really Are This map destroys a popular myth: that hydrocarbons are evenly distributed The truth is extreme concentration. Gas super-basins dominate:#Qatar #Iran #Russia #Mozambique #Australia . Oil-heavy zones still rule supply: Middle East West Africa #Brazil U.S. shale. Mixed basins like Nigeria Egypt Indonesia Trinidad remain strategic because they supply both markets. The pattern is clear. The world is running deeper into a geography defined by a few energy-rich regions. And every major geopolitical tension today sits on top of these circles. If you want to"  
[X Link](https://x.com/jackprandelli/status/1995813695436259612)  2025-12-02T11:14Z 2459 followers, 1299 engagements


"@Azrakdeny @exxonmobil @Chevron @Shell Thanks for sharing"  
[X Link](https://x.com/jackprandelli/status/1996204320489197862)  2025-12-03T13:06Z 2459 followers, XXX engagements


"🛢 $XX oil blues got Big Oil desperate for cash Enter private equity: circling pipelines & storage like sharks. Closed-door huddle at ADIPEC: PE bosses pitch @exxonmobil BP TotalEnergies Eni "Sell us stakes keep ops pocket billions upfront." Post-Middle East mega-deals (@aramco @ADNOCGroup ) now it's majors' turn. Win-win Majors fund the future; PE bags steady infra yields. Public markets ghosting PE's the new way #OOTT #Energy #BigOil #PrivateEquity"  
[X Link](https://x.com/jackprandelli/status/1996243626905530616)  2025-12-03T15:42Z 2459 followers, XXX engagements


"Chevron's Gorgon LNG beast gets a $2B lifeline: JV partners (@Chevron @exxonmobil @Shell ) greenlight A $X B Stage X expansion linking Geryon/Eurytion fields to Barrow Island infra. X new wells subsea tiebacks life to 2070. Backfills 15.6M tpa exports + XXX TJ/d domestic gas for WA. In a glutty world Gorgon's the reliable Asia feeder. Aussie LNG stays king. #Chevron #GorgonLNG #Australia #OOTT"  
[X Link](https://x.com/jackprandelli/status/1997060657628221444)  2025-12-05T21:48Z 2460 followers, 1325 engagements


"🔥 Eni Is Quietly Building a XX MTPA LNG Empire The LNG Global Pivot Is Real Eni has moved from European major to one of the fastest rising LNG portfolio players on the planet. Latest moves: #Thailand: XXX MTPA for XX years (20272037) Buyer: Gulf Development Enis first ever long term LNG contract into Thailand Builds on a X year deal (20252026) already in place Secures baseload fuel for Thailands private power fleet as its own regas infrastructure scales up #Trkiye: XXX MTPA for XX years (20282037) Buyer: BOTA  X bcm over XX winters Strengthens Trkiyes pivot away from Russian + Iranian"  
[X Link](https://x.com/jackprandelli/status/1996613797302169993)  2025-12-04T16:13Z 2459 followers, XXX engagements


"🤝 Exxon Aramco and Samref Plan Yanbu Refinery Upgrade ExxonMobil Saudi Aramco and their joint venture Samref have signed a Venture Framework Agreement (VFA) to evaluate a significant upgrade of the Samref refinery in Yanbu Saudi Arabia and its expansion into an integrated petrochemical complex. 🏭 This is a major step in the long-term strategy of both energy giants to maximize value from their hydrocarbon assets and aligns with Saudi Arabia's Vision 2030 goal of diversifying its economy. 🔑 Key Objectives of the Proposed Upgrade The planned capital investments are focused on creating"  
[X Link](https://x.com/jackprandelli/status/1998067487452106858)  2025-12-08T16:29Z 2460 followers, XXX engagements


"🛢 The Most Valuable New Oil Map in the World Look closely at this map. What youre seeing is the real reason Guyana and Suriname have become the hottest energy frontier on the planet. #ExxonMobil dominates one of the highest-yield offshore basins ever discovered. Next door #TotalEnergies Petronas Statoil INPEX Repsol #Chevron Hess and others are piling into Surinames acreage. Guyana is already near 900000 bpd targeting XXX million bpd by 2027. Suriname is preparing for its first major deepwater developments. This corridor could exceed X million bpd by early 2030s. And every major player wants"  
[X Link](https://x.com/jackprandelli/status/1994114068609732962)  2025-11-27T18:40Z 2464 followers, 42.3K engagements


"🛢Every oil supermajor just entered the same country simultaneously That NEVER happens. #ExxonMobil #Chevron @Shell bp @eni and #TotalEnergies. They're all flooding into Libya a country that lost XX% of its oil production Here is what I break down in my latest article for The Merchant's News: Libya holds Africa's largest oil reserves (48 billion barrels) at very low production cost Russia just relocated its entire Mediterranean military presence from Syria to eastern Libya General Haftar controls 300000 bpd and has Russian mercenaries backing him The first exploration licensing round in 18"  
[X Link](https://x.com/jackprandelli/status/1998066400837980168)  2025-12-08T16:25Z 2466 followers, XXX engagements


"Africa's Export Trap: Oil & Gold Dominate Time for a Wake-Up Call For over a century the continent's economy has been hooked on raw resources. But is diversification happening Quick hits from the map: Petroleum: Tops in XX countries (Nigeria Angola Algeria & more) fueling XX% of Africa's total exports Gold: King in XX nations (South Africa Ghana Mali) Hidden gems: Ethiopia's coffee (32T exported in June '21 alone $130M biz) Kenya's tea DRC's copper Africa's exports hit $586B in 2024 (up XX% since 2020) but down X% YoY amid global slowdowns. Top earners: South Africa ($102B) Nigeria ($58B)"  
[X Link](https://x.com/jackprandelli/status/1998531150499704878)  2025-12-09T23:12Z 2467 followers, XXX engagements


"🚨 The oil & gas story nobody is talking about Prices are weak. Transition talk is loud. But the worlds biggest producers are quietly ramping up supply. And the data is striking 👇 🔍 1) The Big X Are Accelerating #Aramco #Exxon #Chevron #Shell #BP #PetroChina #TotalEnergies #Conoco: XXX% output growth (202527). Global supply 1.4%. Someone is very wrong. 🥊 2) Big X vs IEA/EIA: A 3x Gap Big 8: Were growing fast. Agencies: Barely any growth. If both are right smaller producers must shrink. 🛢 3) Low Prices Arent Slowing Supply Majors are still drilling building expanding. This isnt optimism."  
[X Link](https://x.com/jackprandelli/status/1989757603572789728)  2025-11-15T18:09Z 2464 followers, 37.4K engagements


"🌍 Offshore Oil Is in a Global Rebound But One Region Is Leading the Charge This chart shows a clear shift in offshore spending from 2010 to 2025. X takeaways stand out: X. The Americas are dominating the offshore revival From Brazils pre-salt to GuyanaSuriname and the U.S. Gulf investment climbs from $30B in 2020 to nearly $50B+ by 2025. This is now the worlds hottest offshore region. X. Sub-Saharan Africa is the big comeback story After years of underinvestment Africa surges with XXXX% CAGR from 20202025 as Namibia Angola and Nigeria ramp new deepwater plays. X. Asia-Pacific and the North"  
[X Link](https://x.com/jackprandelli/status/1995486315211588028)  2025-12-01T13:33Z 2463 followers, XXX engagements


"Copper's supply crunch just got a Chilean lifeline: @CodelcoChile inks MoU with @Glencore for a massive 1.5M tpa smelter in Antofagasta. Deal: Codelco feeds 800k tpa concentrate (10+ yrs); Glencore designs builds runs it ($1.5-2B capex). Pre-feas study next; final pact H1 '26 ops by '32-33. Why now #Chile 's X% global smelt share vs. China's XX% TCs negative exports to Asia killing margins. This boosts sovereignty logistics green standards amid EV/AI boom. Glencore shares +6% on the news. #Copper #Codelco #Glencore"  
[X Link](https://x.com/jackprandelli/status/1996525737591836900)  2025-12-04T10:23Z 2461 followers, XXX engagements


"🛢 Oil & Gas Still Supply XX% of Global Energy in 2050 and global demand keeps rising. This is the single biggest reality check in the entire energy debate. Everyone talks about peak oil peak #gas and the end of hydrocarbons. But the data says the opposite. @IEA Outlook to 2050 #Oil demand: XXX EJ XXX EJ (still XX% of global energy) Gas demand: XXX EJ XXX EJ (+9% then stable) #Coal: declines but still XX% of supply in 2050 #renewables : surge but add to the system they do not replace hydrocarbons Even in the most optimistic transition paths oil & gas still power more than half the planet in"  
[X Link](https://x.com/jackprandelli/status/1995146117818757395)  2025-11-30T15:01Z 2464 followers, 17.4K engagements


"🛢 Not All Offshore Rigs Are the Same X. Drillship Water depth: 5003650 m Drilling depth: 12000+ m Ultra-#deepwater. highest mobility. used in #Brazil. #Guyana. Gulf of Mexico. X. Semi-Submersible Water depth: 5003000 m #Drilling depth: 10000 m Extremely stable. ideal for harsh-environment fields (North Sea. Canada). X. Jack-Up Rig Water depth: 25150 m Drilling depth: 9000 m Legs rest on the seabed. backbone of shallow-water drilling (Middle East. Asia). X. Barge Rig Water depth: XXX m Drilling depth: 6000+ m Used nearshore. rivers. swamps. 🚨ultra-deepwater projects require drillships and"  
[X Link](https://x.com/jackprandelli/status/1995581970483388531)  2025-12-01T19:53Z 2466 followers, 6481 engagements


"Saudi Arabia now controls XX% of all OPEC+ spare oil capacity This is the single biggest source of real market power in todays oil system. #SaudiArabia : XXXX mb/d production + XXX mb/d spare #UAE : XXXX mb/d + XXX mb/d spare Kuwait: XXXX mb/d + XXX mb/d spare Most other producers: near-zero capacity #Russia Iraq Nigeria #Venezuela Libya all have no meaningful spare barrels left to deploy. This is why #OPEC + policy is increasingly shaped by one axis: Saudi Arabia + UAE the only players with real optionality. And its why the group can manage a soft $XX oil market without triggering a supply"  
[X Link](https://x.com/jackprandelli/status/1995786087038423444)  2025-12-02T09:24Z 2466 followers, 9093 engagements


"Deepwater drilling just crossed a historic threshold. After XX years capped at 15K psi the industry finally has a subsea 20000 psi BOP 🚨 and only Transocean ( $RIG ) has it. From 3K to 20K: A Century of BOP Evolution 1922: First BOP (3000 psi) 1960s: 10000 psi 1980s2010s: 15000 psi becomes the deepwater standard Today: Transocean breaks the ceiling with the worlds first 20K subsea BOP The Only Rigs on Earth With 20K Capability Transoceans Deepwater Atlas and Deepwater Titan are the only two drillships equipped with this new class of well control system built with NOV to unlock HPHT"  
[X Link](https://x.com/jackprandelli/status/1996131766017356007)  2025-12-03T08:17Z 2466 followers, 2040 engagements


"Where the Big Oil Cash Machine Is Really Coming From (20252030) The next X years of free cash flow for @exxonmobil @Chevron @Shell bp Total and Eni is dominated by just two regions: 1) The Permian 2) Kazakhstans giant megaprojects (Tengiz Kashagan Karachaganak) Top takeaways: Exxon: The Permian Midland alone generates $40B FCF. No LNG project no deepwater field comes close. Chevron: Kazakhstan is its financial backbone. Tengiz delivers nearly $30B more than any other Chevron asset globally. Shell bp TotalEnergies Eni: All heavily tied to Caspian megafields. Kashagan + Karachaganak + Shah"  
[X Link](https://x.com/jackprandelli/status/1996140097532539186)  2025-12-03T08:51Z 2464 followers, 15K engagements


"Argentinas $50B LNG Dream Just Broke Apart ⚠ @Shell has pulled out of the 30-Mtpa Vaca Muerta megaproject. This is not a small exit. Its one of the worlds largest #LNG players walking away from one of the worlds largest undeveloped LNG plays. What Shell Walked Away From XX Mtpa by 2032 Massive FLNG corridor off Ro Negro Based on Vaca Muerta the worlds #2 shale gas reserve FEED planned for late 2025 Shell was supposed to bring the LNG expertise that makes the project bankable. Now its gone. Why this matters: When Shell exits it usually means one of these broke: project economics regulation"  
[X Link](https://x.com/jackprandelli/status/1996549709477912702)  2025-12-04T11:58Z 2466 followers, 89.6K engagements


"🛢 The Shadow Fleet End Ukraine's escalating attacks on Russia's shadow fleet represent a fundamental shift in how modern warfare targeting state revenue streams has evolved beyond traditional military engagements. Here is what I break down in my latest article for The Merchant's News: 🎯 The New Battlefield Ukraine's Sea Baby drones can now hit Russian oil infrastructure anywhere on the planet. Not just the Black Sea. Anywhere. 📈 The Market Response War-risk insurance for Russian routes spiked XXX% in X weeks. 🚢 The Hidden Scarcity Russia's shadow fleet forced every barrel of crude through"  
[X Link](https://x.com/jackprandelli/status/1996942958629646372)  2025-12-05T14:01Z 2464 followers, 1761 engagements


"Qatar's Energy Minister Al-Kaabi: "Hopeful EU resolves sustainability laws by the end of December" EU's Corporate Sustainability Due Diligence Directive mandates firms police global supply chains for human rights/environmental sins. with X% global revenue fines for slip-ups. Qatar (EU's #2 LNG supplier) + US slammed it in Oct letter: "Repeal or gut it extraterritorial overreach kills LNG deals hikes energy prices chills investments" EU's Omnibus tweaks (delay to 2028 scope cuts) not enough. #Qatar's already vowed: No net-zero pledges no supply halts on principle. #Energy security vs. green"  
[X Link](https://x.com/jackprandelli/status/1997331931931824248)  2025-12-06T15:46Z 2464 followers, XXX engagements


"Qatar Warns the World Is Sleepwalking Into a 2030s Supply Crisis ⚠ A Global LNG Shortage Is Already Forming Qatars energy minister Saad Al-Kaabi just sent the strongest warning the LNG market has heard in years. Despite record #LNG construction today he says the world is heading toward a structural gas shortage next decade driven by AI power demand and chronic upstream underinvestment. And the numbers are alarming. #AI data centers could add XX bcf/d of gas demand by 2030 from almost zero today. #Qatar is lifting LNG output from XX Mtpa XXX Mtpa by 2030. It will market almost XXX Mtpa"  
[X Link](https://x.com/jackprandelli/status/1997376320104267834)  2025-12-06T18:43Z 2466 followers, 15.3K engagements


"Kinder Morgan expects strong profit growth in 2026 driven by Natural Gas demand. ⛽ The company plans to jump from moving X bcfd to LNG facilities now up to XX bcfd by 2028. Demand is not slowing down. #OOTT #LNG #Natgas"  
[X Link](https://x.com/jackprandelli/status/1998173470849716643)  2025-12-08T23:30Z 2466 followers, XXX engagements


"🛢 Putin Opens The Door On A XXX% Slice Of Kazakhstans Main Oil Lifeline The Kremlin just signed off on potential deals for the XXX percent CPC stake held via the RosneftShell Caspian JV quietly unfreezing a strategic piece of the pipeline that ships Kazakh crude to Novorossiysk on the Black Sea. 📌 The decree authorizes transactions involving the JVs XXX percent Caspian Pipeline Consortium stake removing prior capital control. foreign investment barriers that had effectively frozen it 📌 The JV sits alongside #Chevron Eni #LUKOIL KazMunayGas Transneft and other Russian state entities in the"  
[X Link](https://x.com/jackprandelli/status/1998177595087569392)  2025-12-08T23:47Z 2464 followers, XXX engagements


"🛢 ExxonMobil vs Big Oil Companies $25B More Earnings $35B More Cash Flow By 2030 ExxonMobil has just raised its 2030 targets. More profit more barrels more cash flow. All without lifting its annual capex range. 📌 @exxonmobil now targets +$25B in annual earnings and +$35B in annual cash flow by 2030 vs 2024 with XX% yearly earnings growth 📌 Production to reach XXX mboe/d by 2030 with XXX mboe/d from advantaged assets. Guyana Permian LNG . Permian roughly doubles and Guyana heads toward XXX mb/d gross 📌 Capex held flat at $30B per year while low carbon spending reaches up to $30B through"  
[X Link](https://x.com/jackprandelli/status/1998385447018393993)  2025-12-09T13:33Z 2466 followers, XXX engagements


"Chinaramped upbuying of Saudi Arabian oil after the kingdom cut prices to the lowest level in X years as a global surplus grows. Refiners purchased nearly XX million barrels from state producer Saudi @aramco for loading in January according to traders familiar with the matter who asked not to be identified discussing private information. Its thebiggestvolume since August and more than XX million barrels higher than December. #oott #China"  
[X Link](https://x.com/jackprandelli/status/1998393533317685592)  2025-12-09T14:05Z 2466 followers, XXX engagements


"🚨BREAKING: @exxonmobil Cuts $10B From Its Low Carbon Plan 🛢Big Oils Transition Peak May Be Behind Us #ExxonMobil is trimming its 2030 low carbon budget from up to $30B to about $20B pacing projects and doubling down on high return oil and gas just as peers like Shell BP and TotalEnergies are doing the same. 🌱 Low carbon capex cut by 1/3. From up to $30B in 20252030 to roughly $20B with spending paced to policy support and customer demand 🔎 Focus shifts to fewer de risked projects. Less appetite for speculative CCS or hydrogen hubs. More focus on decarbonising Exxons own assets and a"  
[X Link](https://x.com/jackprandelli/status/1998449929639858583)  2025-12-09T17:49Z 2467 followers, XXX engagements


"💰 BRICS Crushing G7 in Growth: The Shift is Real IMF forecasts show BRICS economies growing 3X faster than G7 in 2025-2026Top performers: India: XXX% (2025) XXX% Ethiopia: XXX% XXX% Indonesia: XXX% XXX% China: XXX% 4.2%BRICS Avg: XXX% G7 Avg: Just XXX% (US leads at XXX% others 1.5%)Emerging powers rising is this the end of Western dominance Source: IMF World Economic Outlook (Oct 2025) #BRICS #G7 #Economy #GDPGrowth #GlobalShift"  
[X Link](https://x.com/jackprandelli/status/1998533137278623865)  2025-12-09T23:20Z 2467 followers, XXX engagements