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# ![@jmichaelparty Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2392304166.png) @jmichaelparty Michael Party

Michael Party posts on X about $xom, $cvx, $cop, $dvn the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2392304166/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2392304166/c:line/m:interactions.svg)

- [--] Week [-------] +15,119%
- [--] Month [-------] +6,852%
- [--] Year [-------] +48,396%

### Mentions: [--] [#](/creator/twitter::2392304166/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2392304166/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::2392304166/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2392304166/c:line/m:followers.svg)

- [--] Week [---] +1.90%
- [--] Month [---] +11%
- [--] Year [---] -43%

### CreatorRank: undefined [#](/creator/twitter::2392304166/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2392304166/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$xom](/topic/$xom), [$cvx](/topic/$cvx), [$cop](/topic/$cop) #53, [$dvn](/topic/$dvn), [ceo](/topic/ceo), [oil](/topic/oil), [$ctra](/topic/$ctra), [in the](/topic/in-the), [company](/topic/company), [venezuela](/topic/venezuela)

**Top accounts mentioned or mentioned by**
[@unintendedcons5](/creator/undefined) [@texastechfb](/creator/undefined) [@roryjohnston](/creator/undefined) [@jacobr10](/creator/undefined) [@probaaron](/creator/undefined) [@100xcompounding](/creator/undefined) [@pickeringenergy](/creator/undefined) [@ericnuttall](/creator/undefined) [@gibsongreeting](/creator/undefined) [@javierblas](/creator/undefined) [@iea](/creator/undefined) [@nbc](/creator/undefined) [@rolandgarros](/creator/undefined) [@citymd](/creator/undefined) [@kirkherbstreit](/creator/undefined) [@williamcgreen](/creator/undefined) [@joshabbottband](/creator/undefined) [@grok](/creator/undefined) [@airbnb](/creator/undefined) [@notwhoyoudream](/creator/undefined)

**Top assets mentioned**
[Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Copiosa Coin (COP2)](/topic/$cop) [Devon Energy Corp (DVN)](/topic/$dvn) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Augur (REP)](/topic/$rep) [EQT, Corp. (EQT)](/topic/$eqt) [Windoge98 (EXE)](/topic/$exe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"⚠ Breaking News ⚠ The MLB has opened an investigation into the Arizona Diamondbacks for illegal sign stealing in last night's game against the Dodgers"  
[X Link](https://x.com/jmichaelparty/status/1711028257946997222)  2023-10-08T14:38Z [--] followers, [--] engagements


"@Gibson_Greeting Nick Saban was over [--] and on his 3rd college HC job before he won his first. Michigan State records of 6-5-1 6-6 7-5 6-6 9-2 before going to LSU to get the first natty in his 4th season there. Let Kliff grow"  
[X Link](https://x.com/jmichaelparty/status/1746098239483334786)  2024-01-13T09:13Z [--] followers, [--] engagements


"@JavierBlas @IEA Would be fun to see the importance of available supply in their demand forecast. They noted lower prices a tailwind for demand in this report"  
[X Link](https://x.com/jmichaelparty/status/1748179998127628522)  2024-01-19T03:06Z [--] followers, [--] engagements


"I'm starting an official petition to ban @nbc from ever covering tennis again. Did not show Zverev runner up presentation did not show Alcaraz speech after @rolandgarros final. That was absolutely pathetic. What moron is making decisions over there"  
[X Link](https://x.com/jmichaelparty/status/1799865486559068330)  2024-06-09T18:05Z [---] followers, [---] engagements


"@CityMD - trying to resolve a billing issue. Claim denied by insurance because the "doctor/facility didn't submit it to the correct plan" per Anthem. No chat feature for CityMD on patient portal and current wait time [--] minutes on the call center. LMK if you want to get paid"  
[X Link](https://x.com/jmichaelparty/status/1839417003800662355)  2024-09-26T21:29Z [---] followers, [--] engagements


"Fellow New York City residents we are not busting out the scarves yet. It is [--] degrees. Put em back in the closet. Thank you for your attention to this matter"  
[X Link](https://x.com/jmichaelparty/status/1977430221348593722)  2025-10-12T17:44Z [--] followers, [--] engagements


""If you're looking to get like a pick me up on where America is right now head down to Lubbock Texas" @KirkHerbstreit The nicest human beings on the face of the earth 🌎 @TexasTechFB #nonstop #Lubbock https://t.co/k8zUiM4GMu The nicest human beings on the face of the earth 🌎 @TexasTechFB #nonstop #Lubbock https://t.co/k8zUiM4GMu"  
[X Link](https://x.com/jmichaelparty/status/1988316411203383666)  2025-11-11T18:42Z [--] followers, [--] engagements


"Nothing gets me more pumped than seeing @WilliamCGreen and @joshabbottband going all in on @TexasTechFB Twitter. Well. maybe @Jacob_R_10"  
[X Link](https://x.com/jmichaelparty/status/1990436383400317295)  2025-11-17T15:06Z [--] followers, [---] engagements


"@probaaron @grok here's the link to the full rules. Is this argument valid https://kalshi-public-docs.s3.amazonaws.com/contract_terms/WTIMINMAX.pdf https://kalshi-public-docs.s3.amazonaws.com/contract_terms/WTIMINMAX.pdf"  
[X Link](https://x.com/jmichaelparty/status/2003127390822908308)  2025-12-22T15:36Z [--] followers, [---] engagements


"@Airbnb search desperately needs improving. You can't even filter based on the amenities they already have tagged. can't use keyword search. it takes hours just to find several options as simple as a fenced-in yard and fireplace on their site"  
[X Link](https://x.com/jmichaelparty/status/2007212465860554787)  2026-01-02T22:08Z [--] followers, [--] engagements


"@NotWhoYouDream @TexasTechFB @CodyC64 @Jacob_R_10 would intercept it while @height_romello and David Bailey flanked and obliterated any incoming threat"  
[X Link](https://x.com/jmichaelparty/status/2007628484315918402)  2026-01-04T01:41Z [--] followers, [---] engagements


"@100xCompounding $CVX most ready to take advantage. Will be interesting to see what commentary they add on 4Q earnings call late Jan/Early Feb. $E and $REP also interesting to follow for Euro majors with (limited) ongoing ops there"  
[X Link](https://x.com/jmichaelparty/status/2007921643952500884)  2026-01-04T21:06Z [--] followers, [---] engagements


"@LeoNelissen Liza Phase [--] (Guyana) sanctioned June [----] in sub $50/bbl oil price. Companies will take risk at sub $60 if economics are compelling. The timeline here is not fast but IF stability is achieved I wouldn't be surprised to see some announcements in 2027"  
[X Link](https://x.com/jmichaelparty/status/2007964223255777417)  2026-01-04T23:55Z [--] followers, [---] engagements


"@100xCompounding @TommyDeepwater Could maybe see some exploration NW of Ranger closer to disputed border but ICJ ruling was anticipated this year or next. $XOM development hopper already full till end of decade with Hammerhead FID in Sept FO in [----]. Longtail likely to reach FID this year with FO in 2030+"  
[X Link](https://x.com/jmichaelparty/status/2007985403505377461)  2026-01-05T01:20Z [--] followers, [--] engagements


"@pickeringenergy Agree Dan. Felt like [----] could have been the year to see US production decline and (slow) demand growth pull prices up if OPEC holds to current strategy and no other major geopolitical developments. Timeline feels like it's likely to push out"  
[X Link](https://x.com/jmichaelparty/status/2007988248925356505)  2026-01-05T01:31Z [--] followers, [--] engagements


"@pickeringenergy From $CVX Investor Day in November. Maybe West Africa Can't see risked major capital investments in Vz beating/replacing much else on the Upstream list. $COP with $10B+ owed could be interesting 80% of [----] investment to L48 and Alaska"  
[X Link](https://x.com/jmichaelparty/status/2008238854684192948)  2026-01-05T18:07Z [--] followers, [--] engagements


"@UnintendedCons5 It's not even that complicated. $XOM exited Vz nearly [--] years ago. There is no chance they make a final investment decision and add real capital in 2026/27. They took FID on Hammerhead (Guy) last September discovery in [----]. Can't just dust off 20-year old work and take FID"  
[X Link](https://x.com/jmichaelparty/status/2008658450801390063)  2026-01-06T21:54Z [--] followers, [---] engagements


"@UnintendedCons5 Need the PXD synergies to come in this year"  
[X Link](https://x.com/jmichaelparty/status/2008661223790047518)  2026-01-06T22:05Z [--] followers, [--] engagements


"Interesting market on @Kalshi re: energy mix. Currently coal is front-running oil as largest source of primary energy in [----]. Data source is Statistical Review of World Energy. In SRoWE dataset back to [----] coal has never outpaced oil as top source of primary energy. #energy"  
[X Link](https://x.com/jmichaelparty/status/2008886220387176799)  2026-01-07T12:59Z [--] followers, [--] engagements


"@ericnuttall Do the [---] billion barrels on water not count That's the growth that jumped in 2H25"  
[X Link](https://x.com/jmichaelparty/status/2009040532815671354)  2026-01-07T23:12Z [--] followers, [---] engagements


"@OilandEnergy This is really just led by Kazakhstan which is estimated to have exceeded its implied quota by [------] bpd in November double its October overproduction level. #OOTT"  
[X Link](https://x.com/jmichaelparty/status/2009117318199284084)  2026-01-08T04:17Z [--] followers, [---] engagements


"@Rory_Johnston My take (not worth anything) $CVX is interested in a slow ramp up anyways they've stuck around for a reason concerns around headaches for Willow may influence $COP to budge $XOM would sue the White House if they had to"  
[X Link](https://x.com/jmichaelparty/status/2009455798578237723)  2026-01-09T02:42Z [--] followers, [---] engagements


"It's interesting to me that Mark Nelson attended the White Summit today instead of Wirth. $CVX"  
[X Link](https://x.com/jmichaelparty/status/2009721876914798921)  2026-01-09T20:20Z [--] followers, [---] engagements


"@GuntherEagleman This is not really what he said. He said they would have a team up and running evaluating the opportunity in weeks. It placated the call for action without committing to anything. Don't expect to see $XOM rushing in here. His tone was overtly bearish"  
[X Link](https://x.com/jmichaelparty/status/2009836653183975658)  2026-01-10T03:56Z [--] followers, [---] engagements


"@tedlieu These companies aren't John Rockefeller. they're managed like any other $100B+ public company. They aren't going to make any 10-year investments on something that isn't plausibly durable. They understand your point well - see $XOM Baytown Hydrogen"  
[X Link](https://x.com/jmichaelparty/status/2010085063489401130)  2026-01-10T20:23Z [--] followers, [---] engagements


"Seeing President Trumps comments today re: displeasure with $XOM commentary at White House summit its hard not to recall that his first Secretary of State Rex Tillerson former $XOM CEO was in office when the administration imposed the first sanctions on Venezuela in 2017"  
[X Link](https://x.com/jmichaelparty/status/2010570717407142274)  2026-01-12T04:33Z [--] followers, [--] engagements


"After last week's focus on Venezuela $CVX the clear winner for US oil stocks. Outperforming $XOM $COP and $XOP. Both Exxon and Conoco outperformed the XOP as well"  
[X Link](https://x.com/jmichaelparty/status/2010715106586300508)  2026-01-12T14:06Z [--] followers, [---] engagements


"@NewsFinOil I think this is being misinterpreted and misreported. Best I can find is this is referencing his comments on Face the Nation where he really doesn't say this. Seems more like he said American companies taking an ownership stake in CITGO. https://www.cbsnews.com/news/chris-wright-secretary-of-energy-face-the-nation-transcript-01-11-2026/ https://www.cbsnews.com/news/chris-wright-secretary-of-energy-face-the-nation-transcript-01-11-2026/"  
[X Link](https://x.com/jmichaelparty/status/2010776123085635636)  2026-01-12T18:09Z [--] followers, [---] engagements


"@EIAgov #STEO: Tight Oil production flat m/m in December at [---] MMBD (Permian flat at [---] MMBD). [----] FYA [---] MMBD up [---] MBD y/y. Latest horizontal rig count down 17% from January [----] levels"  
[X Link](https://x.com/jmichaelparty/status/2011125520881365453)  2026-01-13T17:17Z [--] followers, [--] engagements


"These companies dont rely on government contracts but after Trumps criticism of defense firms shareholder returns and exec pay the three oil & gas companies at his Venezuela summit ( $XOM $CVX $COP ) returned $70B annualized to shareholders through 3Q for [----] #OOTT"  
[X Link](https://x.com/jmichaelparty/status/2011480067818258757)  2026-01-14T16:46Z [--] followers, [--] engagements


"Does this signal a lack of confidence in M&A appetite by the majors in [----] for the midcaps Coterra Energy is exploring a combination with Devon Energy a potential tie-up between two shale explorers that would be among the biggest oil and gas deals in years https://t.co/gS2wq339Tv Coterra Energy is exploring a combination with Devon Energy a potential tie-up between two shale explorers that would be among the biggest oil and gas deals in years https://t.co/gS2wq339Tv"  
[X Link](https://x.com/jmichaelparty/status/2011862353067807208)  2026-01-15T18:05Z [---] followers, [--] engagements


"Given the recent rebrands with Chord Enery and Expand Energy I have a few name recommendations for the LT: DevCore Energy Converge Resources Momentum Energy"  
[X Link](https://x.com/jmichaelparty/status/2011865017990193394)  2026-01-15T18:16Z [---] followers, [--] engagements


"Coal-fired power generation fell in both China and India in [----] according to recent analysis from CarbonBrief. China -1.6% India -3% y/y while overall electricity demand grew by 5% and 1.3% y/y respectively. https://www.carbonbrief.org/analysis-coal-power-drops-in-china-and-india-for-first-time-in-52-years-after-clean-energy-records/ https://www.carbonbrief.org/analysis-coal-power-drops-in-china-and-india-for-first-time-in-52-years-after-clean-energy-records/"  
[X Link](https://x.com/jmichaelparty/status/2012900721721565578)  2026-01-18T14:51Z [--] followers, [--] engagements


"Interested to see if IEA confirms with Electricity [----] report due out in February"  
[X Link](https://x.com/jmichaelparty/status/2012900802340241448)  2026-01-18T14:52Z [--] followers, [--] engagements


"@ericnuttall This is when $EQT and $EXE get to decide at what price they want to ramp up"  
[X Link](https://x.com/jmichaelparty/status/2013397797647659348)  2026-01-19T23:46Z [---] followers, [---] engagements


"With data now published for the full year IEA estimates [---] MBD oil demand growth in [----] down from [--] MMBD y/y growth in [----] and [---] MMBD average yearly growth from [----] - [----]. Expects demand to grow by [---] MBD in [----]. https://www.iea.org/reports/oil-market-report-january-2026 https://www.iea.org/reports/oil-market-report-january-2026"  
[X Link](https://x.com/jmichaelparty/status/2013941271400694118)  2026-01-21T11:46Z [--] followers, [--] engagements


"In January [----] IEA expected [--] MMBD growth for [----]. Much of the lower realization is attributed to slower economic growth resulting from US trade policy"  
[X Link](https://x.com/jmichaelparty/status/2013943034937827441)  2026-01-21T11:53Z [--] followers, [--] engagements


"@FracSlap I hear you but it's hard to beat that free pizza reward feeling on @slice though"  
[X Link](https://x.com/jmichaelparty/status/2014431951919210541)  2026-01-22T20:16Z [---] followers, [---] engagements


"First time I recall seeing a company use language like "must-own" in their IR deck. $DVN $CTRA #OOTT"  
[X Link](https://x.com/anyuser/status/2018322923312812048)  2026-02-02T13:57Z [---] followers, [---] engagements


"This is what RBC Richardson Barr's Large Cap screen looked like in February [----]. [--] Years later including the recently announced but not completed merger between $DVN and $CTRA there have been [--] acquisitions [--] mergers of equals [--] take privates and [--] rebrands #OOTT"  
[X Link](https://x.com/anyuser/status/2018889539129917617)  2026-02-04T03:29Z [---] followers, [---] engagements


"Fast forward a few years Scott Sheffield has turned around $CTRA. Following some M&A the company grows to $60B EV and he blows up an attempted acquisition by $XOM selling rather to $CVX getting his revenge and retires at peace in Santa Fe https://www.wsj.com/business/energy-oil/scott-sheffield-the-shale-boss-spurned-by-exxon-joins-fight-against-coterra-5d576348 https://www.wsj.com/business/energy-oil/scott-sheffield-the-shale-boss-spurned-by-exxon-joins-fight-against-coterra-5d576348"  
[X Link](https://x.com/jmichaelparty/status/2014382494359974051)  2026-01-22T16:59Z [---] followers, [---] engagements


"@probaaron You touching this Anthropic / Claude market"  
[X Link](https://x.com/jmichaelparty/status/2019901383093125298)  2026-02-06T22:29Z [---] followers, [--] engagements


"JPM's Arun Jayaram asked about decision on Houston HQ on analyst call. A: $DVN has proud history in OKC will have continued presence in OKC. Executive team to relocate to Houston felt it was beneficial to have new execs in Houston. #OOTT"  
[X Link](https://x.com/anyuser/status/2018323604656603411)  2026-02-02T14:00Z [---] followers, [---] engagements


"I am generally very bullish on what our industry is capable of doing but I'm taking the under on Global Shale [---]. The infrastructure and supply chain are so critical and projects look good on paper until you start running into issues in the field. https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02 https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02"  
[X Link](https://x.com/anyuser/status/2021319304407621912)  2026-02-10T20:24Z [---] followers, [--] engagements


""no system at least with current technology can sustain such dependence on renewable energy." If we let engineers dictate the energy system and not politicians we'd decarbonize significantly and still have enough spinning thermal until grid tech deployment catches up French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words: https://t.co/4si62pdfwx French President Emmanuel Macron met"  
[X Link](https://x.com/anyuser/status/2021562599796830569)  2026-02-11T12:30Z [---] followers, [--] engagements


"@JigarShahDC Would be interesting to see the assumptions and analysis. Very dependent on price and efficiency of heat pump at outdoor ambient temps. Also most residential consumers are pretty insulated from volatility right Mass. Dept of Energy Resources has some analysis on this too"  
[X Link](https://x.com/jmichaelparty/status/2021569706021294542)  2026-02-11T12:59Z [---] followers, [---] engagements


""Headquarters in Houston with continued significant presence in Oklahoma City" #OOTT https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator"  
[X Link](https://x.com/anyuser/status/2018299603662131226)  2026-02-02T12:24Z [---] followers, [---] engagements


"@UnintendedCons5 @Rory_Johnston Where can we find those $16 breakevens I remember when we put out Liza Ph [--] breakeven of $25 it was a big deal. I cannot find a single public reference from $CVX or $COP for $16. Also green hydrogen displacing diesel"  
[X Link](https://x.com/jmichaelparty/status/2022075225794654498)  2026-02-12T22:27Z [---] followers, [--] engagements


"@UnintendedCons5 @Rory_Johnston And their beating $16/boe there too. I think $COP was like $11/BOE in their last annual report for L48. We were targeting $10/BOE at Hess. There's serious irony in referencing lifting costs in the glut narrative"  
[X Link](https://x.com/jmichaelparty/status/2022093475739840999)  2026-02-12T23:40Z [---] followers, [--] engagements


"IEA February Oil Market Report: [----] global liquids supply growth +2.4 MMBD demand growth [----] MMBD"  
[X Link](https://x.com/anyuser/status/2021909821528883677)  2026-02-12T11:30Z [---] followers, [--] engagements


"Ben van Beurden walked so Wael could run. Even in today's changed environment I'm not sure he'd feel comfortable saying this if the company was still HQ'd in The Hague. Shell CEO Wael Sawan has downplayed the company's commitment to reach net zero emissions by [----] as governments have struggled to create a conducive policy environment and world energy consumption has continued to surge. "Our objective has been to be a net zero business in a net Shell CEO Wael Sawan has downplayed the company's commitment to reach net zero emissions by [----] as governments have struggled to create a conducive"  
[X Link](https://x.com/anyuser/status/2021565706354217177)  2026-02-11T12:43Z [---] followers, [--] engagements


"Shell CEO Wael Sawan has downplayed the company's commitment to reach net zero emissions by [----] as governments have struggled to create a conducive policy environment and world energy consumption has continued to surge. "Our objective has been to be a net zero business in a net zero world" Sawan said when questioned on the climate target at International Energy Week [----] in London Feb. [--]. "We cannot divorce Shell from what the world is doing" he said #oott https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/021026-shell-casts-doubt-on-net-zero-2050-commitment"  
[X Link](https://x.com/anyuser/status/2021472514195513571)  2026-02-11T06:32Z 106K followers, [----] engagements


""no system at least with current technology can sustain such dependence on renewable energy." If we let engineers dictate the energy system and not politicians we'd decarbonize significantly and still have enough spinning thermal until grid tech deployment catches up French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words: https://t.co/4si62pdfwx French President Emmanuel Macron met"  
[X Link](https://x.com/anyuser/status/2021562599796830569)  2026-02-11T12:30Z [---] followers, [--] engagements


"French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words:"  
[X Link](https://x.com/anyuser/status/2021540206181019968)  2026-02-11T11:01Z 337.7K followers, 292.4K engagements


"I am generally very bullish on what our industry is capable of doing but I'm taking the under on Global Shale [---]. The infrastructure and supply chain are so critical and projects look good on paper until you start running into issues in the field. https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02 https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02"  
[X Link](https://x.com/anyuser/status/2021319304407621912)  2026-02-10T20:24Z [---] followers, [--] engagements


"EIA #STEO: Permian production estimated to have fallen by [---] MBD (m/m) in January total tight oil [----] MBD m/m"  
[X Link](https://x.com/anyuser/status/2021278403463204907)  2026-02-10T17:41Z [---] followers, [--] engagements


"Tough stretch for OKC. at least the Thunder are in first place. CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation Domenic DellOsso is being succeeded by board Chairman Mike Wichterich https://t.co/RMpvw0tuE2 CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation Domenic DellOsso is being succeeded by board Chairman Mike Wichterich https://t.co/RMpvw0tuE2"  
[X Link](https://x.com/anyuser/status/2020948486213300529)  2026-02-09T19:50Z [---] followers, [--] engagements


"CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation Domenic DellOsso is being succeeded by board Chairman Mike Wichterich https://www.wsj.com/business/energy-oil/ceo-of-natural-gas-giant-expand-energy-steps-down-amid-corporate-relocation-0a844bb6mod=panda_wsj_section_alert https://www.wsj.com/business/energy-oil/ceo-of-natural-gas-giant-expand-energy-steps-down-amid-corporate-relocation-0a844bb6mod=panda_wsj_section_alert"  
[X Link](https://x.com/anyuser/status/2020946755953602923)  2026-02-09T19:43Z 106K followers, [----] engagements


""According to Iranian state media Foreign Minister Abbas Araghchi told his U.S. counterparts that Tehran wouldnt agree to end enrichment or move it offshore rejecting a core U.S. requirement." per WSJ https://www.wsj.com/world/middle-east/u-s-and-iran-gather-for-high-stakes-nuclear-talks-f4c6174e https://www.wsj.com/world/middle-east/u-s-and-iran-gather-for-high-stakes-nuclear-talks-f4c6174e"  
[X Link](https://x.com/anyuser/status/2019790465655034361)  2026-02-06T15:09Z [---] followers, [--] engagements


"Canada repeals [----] EV mandate that required 20% of vehicles sold this year to be emissions-free. This follows the US repealing the Biden Admin's 50% sales target by [----] and EU's reversal of ICE engine bans in [----]. UK ban remains in effect in [----] https://www.reuters.com/sustainability/climate-energy/another-climate-retreat-canada-scraps-ev-sales-mandate-2026-02-05/ https://www.reuters.com/sustainability/climate-energy/another-climate-retreat-canada-scraps-ev-sales-mandate-2026-02-05/"  
[X Link](https://x.com/anyuser/status/2019488010807468094)  2026-02-05T19:07Z [---] followers, [--] engagements


"In [----] $EQNR released their Energy Transition Plan [----] report including a target to invest 30% of gross annual capex into its renewables and low-carbon business by [----]. In their 4Q25 earnings report 90% of capex is allocated to oil & gas in 2026-27. #OOTT"  
[X Link](https://x.com/anyuser/status/2019029877073330400)  2026-02-04T12:46Z [---] followers, [---] engagements


"Five years later Summit Carbon Solutions Midwest Carbon Express project is still more press release than pipe in the ground. #EnergyTransition #CarbonCapture https://x.com/jmichaelparty/status/2018769272093204532s=20 https://t.co/wyxoBwYUyr https://x.com/jmichaelparty/status/2018769272093204532s=20 https://t.co/wyxoBwYUyr"  
[X Link](https://x.com/anyuser/status/2019017275534410075)  2026-02-04T11:56Z [---] followers, [--] engagements


"Midwest Carbon (Not So) Express Five years on Summit Carbon Solutions project remains on hold. I spent a significant portion of my early career working the Bakken oil play in North Dakota. Later as I moved into a corporate http://x.com/i/article/2018678465734582272 http://x.com/i/article/2018678465734582272"  
[X Link](https://x.com/anyuser/status/2018769272093204532)  2026-02-03T19:31Z [---] followers, [--] engagements


"This is what RBC Richardson Barr's Large Cap screen looked like in February [----]. [--] Years later including the recently announced but not completed merger between $DVN and $CTRA there have been [--] acquisitions [--] mergers of equals [--] take privates and [--] rebrands #OOTT"  
[X Link](https://x.com/anyuser/status/2018889539129917617)  2026-02-04T03:29Z [---] followers, [---] engagements


".and only [--] Chapter 11s (WLL CHK XOG UPL OAS $GPOR)"  
[X Link](https://x.com/anyuser/status/2018890381656510966)  2026-02-04T03:32Z [---] followers, [--] engagements


""Headquarters in Houston with continued significant presence in Oklahoma City" #OOTT https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator"  
[X Link](https://x.com/anyuser/status/2018299603662131226)  2026-02-02T12:24Z [---] followers, [---] engagements


"JPM's Arun Jayaram asked about decision on Houston HQ on analyst call. A: $DVN has proud history in OKC will have continued presence in OKC. Executive team to relocate to Houston felt it was beneficial to have new execs in Houston. #OOTT"  
[X Link](https://x.com/anyuser/status/2018323604656603411)  2026-02-02T14:00Z [---] followers, [---] engagements


"First time I recall seeing a company use language like "must-own" in their IR deck. $DVN $CTRA #OOTT"  
[X Link](https://x.com/anyuser/status/2018322923312812048)  2026-02-02T13:57Z [---] followers, [---] engagements


"Kazakhstan effectively pulled forward compensation cuts with the outages in January. Still a healthy backlog projected with average required compensation in March through June down only around [--] MBD at [---] MBD. #OOTT https://opec.org/pr-detail/1574591-2-february-2026.html https://opec.org/pr-detail/1574591-2-february-2026.html"  
[X Link](https://x.com/anyuser/status/2018305572819304574)  2026-02-02T12:48Z [---] followers, [---] engagements


"Huge milestone for @carlosalcaraz at the #AustralianOpen2026. Couldn't stop thinking about how familiar his kit looked all tournament"  
[X Link](https://x.com/anyuser/status/2017928569104585128)  2026-02-01T11:50Z [---] followers, [--] engagements


"After the miraculous run of break points saved in the fifth set against Sinner Djokovic is [--] for [--] on saving break points against Alcaraz with Carlos converting both break opportunities"  
[X Link](https://x.com/anyuser/status/2017899326886850918)  2026-02-01T09:54Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@jmichaelparty Avatar @jmichaelparty Michael Party

Michael Party posts on X about $xom, $cvx, $cop, $dvn the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-------] +15,119%
  • [--] Month [-------] +6,852%
  • [--] Year [-------] +48,396%

Mentions: [--] #

Mentions Line Chart

Followers: [-------] #

Followers Line Chart

  • [--] Week [---] +1.90%
  • [--] Month [---] +11%
  • [--] Year [---] -43%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance countries cryptocurrencies technology brands travel destinations mlb ncaa football social networks currencies

Social topic influence $xom, $cvx, $cop #53, $dvn, ceo, oil, $ctra, in the, company, venezuela

Top accounts mentioned or mentioned by @unintendedcons5 @texastechfb @roryjohnston @jacobr10 @probaaron @100xcompounding @pickeringenergy @ericnuttall @gibsongreeting @javierblas @iea @nbc @rolandgarros @citymd @kirkherbstreit @williamcgreen @joshabbottband @grok @airbnb @notwhoyoudream

Top assets mentioned Exxon Mobil (XOM) Convex Finance (CVX) Copiosa Coin (COP2) Devon Energy Corp (DVN) Coterra Energy Inc (CTRA) Augur (REP) EQT, Corp. (EQT) Windoge98 (EXE)

Top Social Posts

Top posts by engagements in the last [--] hours

"⚠ Breaking News ⚠ The MLB has opened an investigation into the Arizona Diamondbacks for illegal sign stealing in last night's game against the Dodgers"
X Link 2023-10-08T14:38Z [--] followers, [--] engagements

"@Gibson_Greeting Nick Saban was over [--] and on his 3rd college HC job before he won his first. Michigan State records of 6-5-1 6-6 7-5 6-6 9-2 before going to LSU to get the first natty in his 4th season there. Let Kliff grow"
X Link 2024-01-13T09:13Z [--] followers, [--] engagements

"@JavierBlas @IEA Would be fun to see the importance of available supply in their demand forecast. They noted lower prices a tailwind for demand in this report"
X Link 2024-01-19T03:06Z [--] followers, [--] engagements

"I'm starting an official petition to ban @nbc from ever covering tennis again. Did not show Zverev runner up presentation did not show Alcaraz speech after @rolandgarros final. That was absolutely pathetic. What moron is making decisions over there"
X Link 2024-06-09T18:05Z [---] followers, [---] engagements

"@CityMD - trying to resolve a billing issue. Claim denied by insurance because the "doctor/facility didn't submit it to the correct plan" per Anthem. No chat feature for CityMD on patient portal and current wait time [--] minutes on the call center. LMK if you want to get paid"
X Link 2024-09-26T21:29Z [---] followers, [--] engagements

"Fellow New York City residents we are not busting out the scarves yet. It is [--] degrees. Put em back in the closet. Thank you for your attention to this matter"
X Link 2025-10-12T17:44Z [--] followers, [--] engagements

""If you're looking to get like a pick me up on where America is right now head down to Lubbock Texas" @KirkHerbstreit The nicest human beings on the face of the earth 🌎 @TexasTechFB #nonstop #Lubbock https://t.co/k8zUiM4GMu The nicest human beings on the face of the earth 🌎 @TexasTechFB #nonstop #Lubbock https://t.co/k8zUiM4GMu"
X Link 2025-11-11T18:42Z [--] followers, [--] engagements

"Nothing gets me more pumped than seeing @WilliamCGreen and @joshabbottband going all in on @TexasTechFB Twitter. Well. maybe @Jacob_R_10"
X Link 2025-11-17T15:06Z [--] followers, [---] engagements

"@probaaron @grok here's the link to the full rules. Is this argument valid https://kalshi-public-docs.s3.amazonaws.com/contract_terms/WTIMINMAX.pdf https://kalshi-public-docs.s3.amazonaws.com/contract_terms/WTIMINMAX.pdf"
X Link 2025-12-22T15:36Z [--] followers, [---] engagements

"@Airbnb search desperately needs improving. You can't even filter based on the amenities they already have tagged. can't use keyword search. it takes hours just to find several options as simple as a fenced-in yard and fireplace on their site"
X Link 2026-01-02T22:08Z [--] followers, [--] engagements

"@NotWhoYouDream @TexasTechFB @CodyC64 @Jacob_R_10 would intercept it while @height_romello and David Bailey flanked and obliterated any incoming threat"
X Link 2026-01-04T01:41Z [--] followers, [---] engagements

"@100xCompounding $CVX most ready to take advantage. Will be interesting to see what commentary they add on 4Q earnings call late Jan/Early Feb. $E and $REP also interesting to follow for Euro majors with (limited) ongoing ops there"
X Link 2026-01-04T21:06Z [--] followers, [---] engagements

"@LeoNelissen Liza Phase [--] (Guyana) sanctioned June [----] in sub $50/bbl oil price. Companies will take risk at sub $60 if economics are compelling. The timeline here is not fast but IF stability is achieved I wouldn't be surprised to see some announcements in 2027"
X Link 2026-01-04T23:55Z [--] followers, [---] engagements

"@100xCompounding @TommyDeepwater Could maybe see some exploration NW of Ranger closer to disputed border but ICJ ruling was anticipated this year or next. $XOM development hopper already full till end of decade with Hammerhead FID in Sept FO in [----]. Longtail likely to reach FID this year with FO in 2030+"
X Link 2026-01-05T01:20Z [--] followers, [--] engagements

"@pickeringenergy Agree Dan. Felt like [----] could have been the year to see US production decline and (slow) demand growth pull prices up if OPEC holds to current strategy and no other major geopolitical developments. Timeline feels like it's likely to push out"
X Link 2026-01-05T01:31Z [--] followers, [--] engagements

"@pickeringenergy From $CVX Investor Day in November. Maybe West Africa Can't see risked major capital investments in Vz beating/replacing much else on the Upstream list. $COP with $10B+ owed could be interesting 80% of [----] investment to L48 and Alaska"
X Link 2026-01-05T18:07Z [--] followers, [--] engagements

"@UnintendedCons5 It's not even that complicated. $XOM exited Vz nearly [--] years ago. There is no chance they make a final investment decision and add real capital in 2026/27. They took FID on Hammerhead (Guy) last September discovery in [----]. Can't just dust off 20-year old work and take FID"
X Link 2026-01-06T21:54Z [--] followers, [---] engagements

"@UnintendedCons5 Need the PXD synergies to come in this year"
X Link 2026-01-06T22:05Z [--] followers, [--] engagements

"Interesting market on @Kalshi re: energy mix. Currently coal is front-running oil as largest source of primary energy in [----]. Data source is Statistical Review of World Energy. In SRoWE dataset back to [----] coal has never outpaced oil as top source of primary energy. #energy"
X Link 2026-01-07T12:59Z [--] followers, [--] engagements

"@ericnuttall Do the [---] billion barrels on water not count That's the growth that jumped in 2H25"
X Link 2026-01-07T23:12Z [--] followers, [---] engagements

"@OilandEnergy This is really just led by Kazakhstan which is estimated to have exceeded its implied quota by [------] bpd in November double its October overproduction level. #OOTT"
X Link 2026-01-08T04:17Z [--] followers, [---] engagements

"@Rory_Johnston My take (not worth anything) $CVX is interested in a slow ramp up anyways they've stuck around for a reason concerns around headaches for Willow may influence $COP to budge $XOM would sue the White House if they had to"
X Link 2026-01-09T02:42Z [--] followers, [---] engagements

"It's interesting to me that Mark Nelson attended the White Summit today instead of Wirth. $CVX"
X Link 2026-01-09T20:20Z [--] followers, [---] engagements

"@GuntherEagleman This is not really what he said. He said they would have a team up and running evaluating the opportunity in weeks. It placated the call for action without committing to anything. Don't expect to see $XOM rushing in here. His tone was overtly bearish"
X Link 2026-01-10T03:56Z [--] followers, [---] engagements

"@tedlieu These companies aren't John Rockefeller. they're managed like any other $100B+ public company. They aren't going to make any 10-year investments on something that isn't plausibly durable. They understand your point well - see $XOM Baytown Hydrogen"
X Link 2026-01-10T20:23Z [--] followers, [---] engagements

"Seeing President Trumps comments today re: displeasure with $XOM commentary at White House summit its hard not to recall that his first Secretary of State Rex Tillerson former $XOM CEO was in office when the administration imposed the first sanctions on Venezuela in 2017"
X Link 2026-01-12T04:33Z [--] followers, [--] engagements

"After last week's focus on Venezuela $CVX the clear winner for US oil stocks. Outperforming $XOM $COP and $XOP. Both Exxon and Conoco outperformed the XOP as well"
X Link 2026-01-12T14:06Z [--] followers, [---] engagements

"@NewsFinOil I think this is being misinterpreted and misreported. Best I can find is this is referencing his comments on Face the Nation where he really doesn't say this. Seems more like he said American companies taking an ownership stake in CITGO. https://www.cbsnews.com/news/chris-wright-secretary-of-energy-face-the-nation-transcript-01-11-2026/ https://www.cbsnews.com/news/chris-wright-secretary-of-energy-face-the-nation-transcript-01-11-2026/"
X Link 2026-01-12T18:09Z [--] followers, [---] engagements

"@EIAgov #STEO: Tight Oil production flat m/m in December at [---] MMBD (Permian flat at [---] MMBD). [----] FYA [---] MMBD up [---] MBD y/y. Latest horizontal rig count down 17% from January [----] levels"
X Link 2026-01-13T17:17Z [--] followers, [--] engagements

"These companies dont rely on government contracts but after Trumps criticism of defense firms shareholder returns and exec pay the three oil & gas companies at his Venezuela summit ( $XOM $CVX $COP ) returned $70B annualized to shareholders through 3Q for [----] #OOTT"
X Link 2026-01-14T16:46Z [--] followers, [--] engagements

"Does this signal a lack of confidence in M&A appetite by the majors in [----] for the midcaps Coterra Energy is exploring a combination with Devon Energy a potential tie-up between two shale explorers that would be among the biggest oil and gas deals in years https://t.co/gS2wq339Tv Coterra Energy is exploring a combination with Devon Energy a potential tie-up between two shale explorers that would be among the biggest oil and gas deals in years https://t.co/gS2wq339Tv"
X Link 2026-01-15T18:05Z [---] followers, [--] engagements

"Given the recent rebrands with Chord Enery and Expand Energy I have a few name recommendations for the LT: DevCore Energy Converge Resources Momentum Energy"
X Link 2026-01-15T18:16Z [---] followers, [--] engagements

"Coal-fired power generation fell in both China and India in [----] according to recent analysis from CarbonBrief. China -1.6% India -3% y/y while overall electricity demand grew by 5% and 1.3% y/y respectively. https://www.carbonbrief.org/analysis-coal-power-drops-in-china-and-india-for-first-time-in-52-years-after-clean-energy-records/ https://www.carbonbrief.org/analysis-coal-power-drops-in-china-and-india-for-first-time-in-52-years-after-clean-energy-records/"
X Link 2026-01-18T14:51Z [--] followers, [--] engagements

"Interested to see if IEA confirms with Electricity [----] report due out in February"
X Link 2026-01-18T14:52Z [--] followers, [--] engagements

"@ericnuttall This is when $EQT and $EXE get to decide at what price they want to ramp up"
X Link 2026-01-19T23:46Z [---] followers, [---] engagements

"With data now published for the full year IEA estimates [---] MBD oil demand growth in [----] down from [--] MMBD y/y growth in [----] and [---] MMBD average yearly growth from [----] - [----]. Expects demand to grow by [---] MBD in [----]. https://www.iea.org/reports/oil-market-report-january-2026 https://www.iea.org/reports/oil-market-report-january-2026"
X Link 2026-01-21T11:46Z [--] followers, [--] engagements

"In January [----] IEA expected [--] MMBD growth for [----]. Much of the lower realization is attributed to slower economic growth resulting from US trade policy"
X Link 2026-01-21T11:53Z [--] followers, [--] engagements

"@FracSlap I hear you but it's hard to beat that free pizza reward feeling on @slice though"
X Link 2026-01-22T20:16Z [---] followers, [---] engagements

"First time I recall seeing a company use language like "must-own" in their IR deck. $DVN $CTRA #OOTT"
X Link 2026-02-02T13:57Z [---] followers, [---] engagements

"This is what RBC Richardson Barr's Large Cap screen looked like in February [----]. [--] Years later including the recently announced but not completed merger between $DVN and $CTRA there have been [--] acquisitions [--] mergers of equals [--] take privates and [--] rebrands #OOTT"
X Link 2026-02-04T03:29Z [---] followers, [---] engagements

"Fast forward a few years Scott Sheffield has turned around $CTRA. Following some M&A the company grows to $60B EV and he blows up an attempted acquisition by $XOM selling rather to $CVX getting his revenge and retires at peace in Santa Fe https://www.wsj.com/business/energy-oil/scott-sheffield-the-shale-boss-spurned-by-exxon-joins-fight-against-coterra-5d576348 https://www.wsj.com/business/energy-oil/scott-sheffield-the-shale-boss-spurned-by-exxon-joins-fight-against-coterra-5d576348"
X Link 2026-01-22T16:59Z [---] followers, [---] engagements

"@probaaron You touching this Anthropic / Claude market"
X Link 2026-02-06T22:29Z [---] followers, [--] engagements

"JPM's Arun Jayaram asked about decision on Houston HQ on analyst call. A: $DVN has proud history in OKC will have continued presence in OKC. Executive team to relocate to Houston felt it was beneficial to have new execs in Houston. #OOTT"
X Link 2026-02-02T14:00Z [---] followers, [---] engagements

"I am generally very bullish on what our industry is capable of doing but I'm taking the under on Global Shale [---]. The infrastructure and supply chain are so critical and projects look good on paper until you start running into issues in the field. https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02 https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02"
X Link 2026-02-10T20:24Z [---] followers, [--] engagements

""no system at least with current technology can sustain such dependence on renewable energy." If we let engineers dictate the energy system and not politicians we'd decarbonize significantly and still have enough spinning thermal until grid tech deployment catches up French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words: https://t.co/4si62pdfwx French President Emmanuel Macron met"
X Link 2026-02-11T12:30Z [---] followers, [--] engagements

"@JigarShahDC Would be interesting to see the assumptions and analysis. Very dependent on price and efficiency of heat pump at outdoor ambient temps. Also most residential consumers are pretty insulated from volatility right Mass. Dept of Energy Resources has some analysis on this too"
X Link 2026-02-11T12:59Z [---] followers, [---] engagements

""Headquarters in Houston with continued significant presence in Oklahoma City" #OOTT https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator"
X Link 2026-02-02T12:24Z [---] followers, [---] engagements

"@UnintendedCons5 @Rory_Johnston Where can we find those $16 breakevens I remember when we put out Liza Ph [--] breakeven of $25 it was a big deal. I cannot find a single public reference from $CVX or $COP for $16. Also green hydrogen displacing diesel"
X Link 2026-02-12T22:27Z [---] followers, [--] engagements

"@UnintendedCons5 @Rory_Johnston And their beating $16/boe there too. I think $COP was like $11/BOE in their last annual report for L48. We were targeting $10/BOE at Hess. There's serious irony in referencing lifting costs in the glut narrative"
X Link 2026-02-12T23:40Z [---] followers, [--] engagements

"IEA February Oil Market Report: [----] global liquids supply growth +2.4 MMBD demand growth [----] MMBD"
X Link 2026-02-12T11:30Z [---] followers, [--] engagements

"Ben van Beurden walked so Wael could run. Even in today's changed environment I'm not sure he'd feel comfortable saying this if the company was still HQ'd in The Hague. Shell CEO Wael Sawan has downplayed the company's commitment to reach net zero emissions by [----] as governments have struggled to create a conducive policy environment and world energy consumption has continued to surge. "Our objective has been to be a net zero business in a net Shell CEO Wael Sawan has downplayed the company's commitment to reach net zero emissions by [----] as governments have struggled to create a conducive"
X Link 2026-02-11T12:43Z [---] followers, [--] engagements

"Shell CEO Wael Sawan has downplayed the company's commitment to reach net zero emissions by [----] as governments have struggled to create a conducive policy environment and world energy consumption has continued to surge. "Our objective has been to be a net zero business in a net zero world" Sawan said when questioned on the climate target at International Energy Week [----] in London Feb. [--]. "We cannot divorce Shell from what the world is doing" he said #oott https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/021026-shell-casts-doubt-on-net-zero-2050-commitment"
X Link 2026-02-11T06:32Z 106K followers, [----] engagements

""no system at least with current technology can sustain such dependence on renewable energy." If we let engineers dictate the energy system and not politicians we'd decarbonize significantly and still have enough spinning thermal until grid tech deployment catches up French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words: https://t.co/4si62pdfwx French President Emmanuel Macron met"
X Link 2026-02-11T12:30Z [---] followers, [--] engagements

"French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words:"
X Link 2026-02-11T11:01Z 337.7K followers, 292.4K engagements

"I am generally very bullish on what our industry is capable of doing but I'm taking the under on Global Shale [---]. The infrastructure and supply chain are so critical and projects look good on paper until you start running into issues in the field. https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02 https://www.wsj.com/business/energy-oil/u-s-frackers-explore-new-frontier-shale-abroad-d9491f02"
X Link 2026-02-10T20:24Z [---] followers, [--] engagements

"EIA #STEO: Permian production estimated to have fallen by [---] MBD (m/m) in January total tight oil [----] MBD m/m"
X Link 2026-02-10T17:41Z [---] followers, [--] engagements

"Tough stretch for OKC. at least the Thunder are in first place. CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation Domenic DellOsso is being succeeded by board Chairman Mike Wichterich https://t.co/RMpvw0tuE2 CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation Domenic DellOsso is being succeeded by board Chairman Mike Wichterich https://t.co/RMpvw0tuE2"
X Link 2026-02-09T19:50Z [---] followers, [--] engagements

"CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation Domenic DellOsso is being succeeded by board Chairman Mike Wichterich https://www.wsj.com/business/energy-oil/ceo-of-natural-gas-giant-expand-energy-steps-down-amid-corporate-relocation-0a844bb6mod=panda_wsj_section_alert https://www.wsj.com/business/energy-oil/ceo-of-natural-gas-giant-expand-energy-steps-down-amid-corporate-relocation-0a844bb6mod=panda_wsj_section_alert"
X Link 2026-02-09T19:43Z 106K followers, [----] engagements

""According to Iranian state media Foreign Minister Abbas Araghchi told his U.S. counterparts that Tehran wouldnt agree to end enrichment or move it offshore rejecting a core U.S. requirement." per WSJ https://www.wsj.com/world/middle-east/u-s-and-iran-gather-for-high-stakes-nuclear-talks-f4c6174e https://www.wsj.com/world/middle-east/u-s-and-iran-gather-for-high-stakes-nuclear-talks-f4c6174e"
X Link 2026-02-06T15:09Z [---] followers, [--] engagements

"Canada repeals [----] EV mandate that required 20% of vehicles sold this year to be emissions-free. This follows the US repealing the Biden Admin's 50% sales target by [----] and EU's reversal of ICE engine bans in [----]. UK ban remains in effect in [----] https://www.reuters.com/sustainability/climate-energy/another-climate-retreat-canada-scraps-ev-sales-mandate-2026-02-05/ https://www.reuters.com/sustainability/climate-energy/another-climate-retreat-canada-scraps-ev-sales-mandate-2026-02-05/"
X Link 2026-02-05T19:07Z [---] followers, [--] engagements

"In [----] $EQNR released their Energy Transition Plan [----] report including a target to invest 30% of gross annual capex into its renewables and low-carbon business by [----]. In their 4Q25 earnings report 90% of capex is allocated to oil & gas in 2026-27. #OOTT"
X Link 2026-02-04T12:46Z [---] followers, [---] engagements

"Five years later Summit Carbon Solutions Midwest Carbon Express project is still more press release than pipe in the ground. #EnergyTransition #CarbonCapture https://x.com/jmichaelparty/status/2018769272093204532s=20 https://t.co/wyxoBwYUyr https://x.com/jmichaelparty/status/2018769272093204532s=20 https://t.co/wyxoBwYUyr"
X Link 2026-02-04T11:56Z [---] followers, [--] engagements

"Midwest Carbon (Not So) Express Five years on Summit Carbon Solutions project remains on hold. I spent a significant portion of my early career working the Bakken oil play in North Dakota. Later as I moved into a corporate http://x.com/i/article/2018678465734582272 http://x.com/i/article/2018678465734582272"
X Link 2026-02-03T19:31Z [---] followers, [--] engagements

"This is what RBC Richardson Barr's Large Cap screen looked like in February [----]. [--] Years later including the recently announced but not completed merger between $DVN and $CTRA there have been [--] acquisitions [--] mergers of equals [--] take privates and [--] rebrands #OOTT"
X Link 2026-02-04T03:29Z [---] followers, [---] engagements

".and only [--] Chapter 11s (WLL CHK XOG UPL OAS $GPOR)"
X Link 2026-02-04T03:32Z [---] followers, [--] engagements

""Headquarters in Houston with continued significant presence in Oklahoma City" #OOTT https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator"
X Link 2026-02-02T12:24Z [---] followers, [---] engagements

"JPM's Arun Jayaram asked about decision on Houston HQ on analyst call. A: $DVN has proud history in OKC will have continued presence in OKC. Executive team to relocate to Houston felt it was beneficial to have new execs in Houston. #OOTT"
X Link 2026-02-02T14:00Z [---] followers, [---] engagements

"First time I recall seeing a company use language like "must-own" in their IR deck. $DVN $CTRA #OOTT"
X Link 2026-02-02T13:57Z [---] followers, [---] engagements

"Kazakhstan effectively pulled forward compensation cuts with the outages in January. Still a healthy backlog projected with average required compensation in March through June down only around [--] MBD at [---] MBD. #OOTT https://opec.org/pr-detail/1574591-2-february-2026.html https://opec.org/pr-detail/1574591-2-february-2026.html"
X Link 2026-02-02T12:48Z [---] followers, [---] engagements

"Huge milestone for @carlosalcaraz at the #AustralianOpen2026. Couldn't stop thinking about how familiar his kit looked all tournament"
X Link 2026-02-01T11:50Z [---] followers, [--] engagements

"After the miraculous run of break points saved in the fifth set against Sinner Djokovic is [--] for [--] on saving break points against Alcaraz with Carlos converting both break opportunities"
X Link 2026-02-01T09:54Z [---] followers, [---] engagements

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@jmichaelparty
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