# ![@mike_oil_invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1670082436737429504.png) @mike_oil_invest MikeOilInvestThomas

MikeOilInvestThomas posts on X about $xom, $nem, $hl, $rig the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1670082436737429504/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:interactions.svg)

- [--] Week [-----] +16%
- [--] Month [------] +165%
- [--] Months [------] -61%
- [--] Year [-------] -70%

### Mentions: [--] [#](/creator/twitter::1670082436737429504/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:posts_active.svg)

- [--] Week [--] -26%
- [--] Month [---] +55%
- [--] Months [---] -62%
- [--] Year [-----] -9.60%

### Followers: [---] [#](/creator/twitter::1670082436737429504/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:followers.svg)

- [--] Week [---] +0.80%
- [--] Month [---] +3.20%
- [--] Months [---] +5.90%
- [--] Year [---] +33%

### CreatorRank: [---------] [#](/creator/twitter::1670082436737429504/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1670082436737429504/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$xom](/topic/$xom) #40, [$nem](/topic/$nem) #13, [$hl](/topic/$hl), [$rig](/topic/$rig), [$cgxef](/topic/$cgxef), [$feccf](/topic/$feccf), [$tte](/topic/$tte), [guyana](/topic/guyana) #296, [$glpey](/topic/$glpey), [$fecto](/topic/$fecto)

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@mugsluck](/creator/undefined) [@fchristopher17](/creator/undefined) [@dondurrett](/creator/undefined) [@foamontherunway](/creator/undefined) [@kashyap286](/creator/undefined) [@jamesiebabie1](/creator/undefined) [@matthijss6](/creator/undefined) [@icbarrett](/creator/undefined) [@oilandenergy](/creator/undefined) [@preppercanadian](/creator/undefined) [@thejobchick](/creator/undefined) [@cnbc](/creator/undefined) [@petroquestions](/creator/undefined) [@offshoremayor](/creator/undefined) [@cdnresourceinv](/creator/undefined) [@capconstrained](/creator/undefined) [@sintanaenergy](/creator/undefined) [@michael61521180](/creator/undefined) [@jrminingguy](/creator/undefined)

**Top assets mentioned**
[Exxon Mobil (XOM)](/topic/$xom) [Newmont Corporation (NEM)](/topic/$nem) [Hecla Mining Company (HL)](/topic/$hl) [Transocean LTD. (RIG)](/topic/$rig) [TotalEnergies SE (TTE)](/topic/$tte) [Validity (VAL)](/topic/$val) [Convex Finance (CVX)](/topic/$cvx) [APA Corp (US) (APA)](/topic/$apa) [Noble Corporation (NE)](/topic/$ne) [PolkaBridge (PBR)](/topic/$pbr) [Hess Corp. (HES)](/topic/$hes) [PSYOP (PSYOP)](/topic/$psyop) [Seadrill Limited (SDRL)](/topic/$sdrl) [Darwinia Network Native Token (RING)](/topic/$ring) [Borr Drilling Limited (BORR)](/topic/$borr) [Assemble Protocol (ASM)](/topic/$asm) [Oxygen (OXY)](/topic/$oxy) [Tidewater, Inc. (TDW)](/topic/$tdw) [TechnipFMC (FTI)](/topic/$fti) [Schlumberger NV (SLB)](/topic/$slb) [Bitcoin (BTC)](/topic/bitcoin) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [BP p.l.c. (BP)](/topic/$bp) [Nov Inc (NOV)](/topic/$nov) [Murphy Oil Corp. (MUR)](/topic/$mur)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SheDrills @TommyDeepwater Thank you for helping educate myself with the details. I should have looked this up before. This visual helps"  
[X Link](https://x.com/mike_oil_invest/status/1686888024255365120)  2023-08-02T23:56Z [---] followers, [--] engagements


"Will about another $200 Million spent on wells in the Corentyne Block result in 100% WI https://oilnow.gy/featured/frontera-says-it-already-sunk-us400m-into-two-guyana-wells-us40m-on-cgx-port-facility/ https://oilnow.gy/featured/frontera-says-it-already-sunk-us400m-into-two-guyana-wells-us40m-on-cgx-port-facility/"  
[X Link](https://x.com/mike_oil_invest/status/1694590845230682137)  2023-08-24T06:01Z [---] followers, [--] engagements


"After Exxon TotalEnergies is a very well positioned major. They have a huge pipeline of projects that screams growth for the next two decades. https://www.iraqinews.com/iraq/totalenergies-to-carry-out-4-large-energy-projects-in-iraq/ https://www.iraqinews.com/iraq/totalenergies-to-carry-out-4-large-energy-projects-in-iraq/"  
[X Link](https://x.com/mike_oil_invest/status/1697133587488026701)  2023-08-31T06:25Z [---] followers, [--] engagements


"On Friday $CGXEF climbed over 16% a day after their AGM. Maybe there is hope that a "Major" will make a deal. But with the Chess game that is occurring within the Corentyne Block does "Major" refer to a major oil company or major shareholder https://finance.yahoo.com/news/cgx-energy-announces-filing-second-022100248.html https://finance.yahoo.com/news/cgx-energy-announces-filing-second-022100248.html"  
[X Link](https://x.com/mike_oil_invest/status/1698686010509697120)  2023-09-04T13:14Z [---] followers, [---] engagements


"With all of the discoveries in Block [--] in Suriname has this huge potential project become too big for $APA at the 50% WI level Do them and $TTE need another partner to share costs especially if a LNG aspect is involved"  
[X Link](https://x.com/mike_oil_invest/status/1700313921318773006)  2023-09-09T01:03Z [---] followers, [--] engagements


"Translation: Guyana is no longer a frontier land where an oil company can take their time to explore for a decade. The government has gotten a taste of real revenue and now wants serious and focused players to supplement their cash flow"  
[X Link](https://x.com/mike_oil_invest/status/1700375078721265817)  2023-09-09T05:06Z [---] followers, [--] engagements


"Publicly the government of Guyana states that they don't want to be so dependent on $XOM. Privately they should be doing everything possible to help ExxonMobil expand it's operations. https://oilprice.com/Energy/Crude-Oil/Guyanas-Oil-Boom-Challenges-OPEC-Dominance.html https://oilprice.com/Energy/Crude-Oil/Guyanas-Oil-Boom-Challenges-OPEC-Dominance.html"  
[X Link](https://x.com/mike_oil_invest/status/1700512603280437344)  2023-09-09T14:12Z [---] followers, [--] engagements


"6 bidders on [--] blocks but they don't know which companies bidded on multiple blocks. Most likely $XOM on D1 D2 & D3. It's the missing piece in Guyana other than that Big fat unexplained void in the Canje block"  
[X Link](https://x.com/mike_oil_invest/status/1701772247575515594)  2023-09-13T01:38Z [---] followers, [---] engagements


"@TommyDeepwater Yes. And the only "fly in the ointment " is Block [--] on the Suriname side. Over there is $SHEL still kicking themselves for leaving Stabroek for $1 and US $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1701842904258683135)  2023-09-13T06:19Z [---] followers, [--] engagements


"With this pullback and today's project announcement by $TTE $APA is now a core holding. Thank you "HOT Money " traders for the gift and welcome to the party Apache"  
[X Link](https://x.com/mike_oil_invest/status/1702023071803261243)  2023-09-13T18:14Z [---] followers, [---] engagements


"@tallnfat On a post last week I asked if this project was getting to Big for $APA. The Super reliable @TommyDeepwater pointed out recently that $TTE is footing most of the costs. My thinking is hot money was expecting something else like a cash infusion from a 3rd player"  
[X Link](https://x.com/mike_oil_invest/status/1702026959692382495)  2023-09-13T18:30Z [---] followers, [---] engagements


"Being super honest: I am very glad that this project is now on the board even with the FID to come later in [----]. The worry was that it would get pushed back even further due to $TTE Venus-1x discovery. That project will be super enormous. $APA"  
[X Link](https://x.com/mike_oil_invest/status/1702067557069693029)  2023-09-13T21:11Z [---] followers, [---] engagements


"Correct me if I'm wrong but in this announcement $TTE is only starting with [--] main oil fields (Sapakara South and Krabdagu) which leaves [--] others to be addressed. Meaning that there are more projects in the pipeline. This is just getting started"  
[X Link](https://x.com/anyuser/status/1702180538482884973)  2023-09-14T04:40Z [--] followers, [---] engagements


"When looking at this map of $TTE activities in Guyana-Suriname it's easy to see something missing. It makes me wonder if they received one of those letters from $XOM seeking a new partner in the Stabroek Block after $SHEL departed and their thoughts"  
[X Link](https://x.com/mike_oil_invest/status/1702589325060579443)  2023-09-15T07:45Z [--] followers, [---] engagements


"The biggest surprise here is that Deepwater Block D3 didn't receive a bid. No real interest Strategy It will be interesting to see how that unfolds"  
[X Link](https://x.com/mike_oil_invest/status/1702648273662787934)  2023-09-15T11:39Z [---] followers, [--] engagements


"It also wouldn't surprise me if they are keeping an eye on Exxon's drilling program next door in the Canje block for clues of a system in the area. https://oilnow.gy/exploration/shell-to-drill-one-block-42-well-this-year-in-pursuit-of-surinames-oil-window/ https://oilnow.gy/exploration/shell-to-drill-one-block-42-well-this-year-in-pursuit-of-surinames-oil-window/"  
[X Link](https://x.com/mike_oil_invest/status/1703627206080270682)  2023-09-18T04:29Z [---] followers, [--] engagements


"@TommyDeepwater I would imagine that the plan is to start oil production in the block in order to get revenue flowing first. Then they can take steps to explore and develop other parts and aspects. Suriname is just getting started"  
[X Link](https://x.com/mike_oil_invest/status/1705379734761463897)  2023-09-23T00:33Z [---] followers, [--] engagements


"@MugsLuck @TommyDeepwater [--] our of the last [--] years because for some reason they gifted the award to Hess Corp for riding on the coattails of the Exxon lead exploration campaign in Guyana"  
[X Link](https://x.com/mike_oil_invest/status/1708303732633665864)  2023-10-01T02:12Z [---] followers, [---] engagements


"During the $TTE investor presentation the CEO mentioned about being cut off from Russian heavy oil for their refineries. It had me wondering about their WI in Guyana's Orinduik Block where [--] heavy oil fields were discovered. Is it economical for it to be developed"  
[X Link](https://x.com/mike_oil_invest/status/1708313443256893830)  2023-10-01T02:50Z [--] followers, [---] engagements


"I would even add that offshore is being cautious too. The Stabroek block and soon Canje in Guyana are the two main places for drill action"  
[X Link](https://x.com/mike_oil_invest/status/1709196773384913351)  2023-10-03T13:20Z [---] followers, [--] engagements


"Old information for some but there is definitely a pattern for exploration in Guyana-Suriname. Connecting the dots: Tanager Jabillo Bulletwood Sapote Baja Sloanea. It appears to be a parallel line to the golden lane"  
[X Link](https://x.com/mike_oil_invest/status/1709831027613659364)  2023-10-05T07:20Z [--] followers, [--] engagements


"Preliminary evaluation of the fluid samples from the Maastrichtian reservoir indicates heavier oil." -More confirmation about my hunch of heavy oil in the Western section of Guyana"  
[X Link](https://x.com/mike_oil_invest/status/1709832418956570921)  2023-10-05T07:26Z [--] followers, [--] engagements


"And with my hunch about lighter oils in the middle section of offshore Guyana I think this is the main reason $XOM left Kaieteur but remain in Canje. There are better possibilities in Canje"  
[X Link](https://x.com/mike_oil_invest/status/1709833460406427824)  2023-10-05T07:30Z [--] followers, [--] engagements


"12 wells planned after already drilling [--] dry wells in the block $XOM sees something. The first [--] wells were probably part of probing the basin in general to see what is out there. Now they are zeroing in on target. Are they the D1 & D2 bidder"  
[X Link](https://x.com/mike_oil_invest/status/1709836013705863196)  2023-10-05T07:40Z [---] followers, [---] engagements


"I seriously try to keep the political angles off of this feed but for this one it should be suggested that [----] election cycle "management" could be in effect here"  
[X Link](https://x.com/mike_oil_invest/status/1709916899847602389)  2023-10-05T13:02Z [---] followers, [--] engagements


"Shale consolidation. Now this has me wondering if $BRK.A Warren Buffett is sitting back with a smile saying "Over here $CVX. We have something $OXY that you might be interested in.""  
[X Link](https://x.com/mike_oil_invest/status/1710165415295648248)  2023-10-06T05:29Z [---] followers, [---] engagements


"I wonder why this aspect always seems to be missing from agencies dialog when pushing renewables while trying to restrict/banish oil companies"  
[X Link](https://x.com/mike_oil_invest/status/1710659244234842275)  2023-10-07T14:12Z [---] followers, [--] engagements


"With the production roadblocks being faced in the Permian and the developing crude oil price scenario $XOM would really benefit from the addition of $PXD a lot more than most other E&P companies"  
[X Link](https://x.com/mike_oil_invest/status/1710702793256993262)  2023-10-07T17:05Z [---] followers, [---] engagements


"Energy transition or coexistence Being a global leader in Energy $XOM's actions with merging petrochemicals with fuels say that they will be selling to both sides. It doesn't matter which side wins. They have bets on all of the horses in the race"  
[X Link](https://x.com/mike_oil_invest/status/1710713426077749375)  2023-10-07T17:47Z [---] followers, [--] engagements


"At this moment there are several LNG projects that are either already producing or in development. At today's price levels it is better to have new projects on the drawing board waiting for the correct time for the development stage. $APA $TTE"  
[X Link](https://x.com/mike_oil_invest/status/1710717757577396246)  2023-10-07T18:04Z [---] followers, [--] engagements


"With the oil production natural gas LNG petrochemicals CCS and renewables between $XOM & $TTE can $BRK.A and Warren Buffett really just ignore them and stick with only $CVX & $OXY"  
[X Link](https://x.com/mike_oil_invest/status/1710723669683736983)  2023-10-07T18:28Z [---] followers, [---] engagements


"My big nose is smelling the possible set up for an oil embargo. https://www.zerohedge.com/military/us-sends-warships-aircraft-carrier-israel-potential-support-operations https://www.zerohedge.com/military/us-sends-warships-aircraft-carrier-israel-potential-support-operations"  
[X Link](https://x.com/mike_oil_invest/status/1711418339082530836)  2023-10-09T16:28Z [---] followers, [---] engagements


"Who is producing now with more production soon to come online $HES & $XOM vs. who has projects in the pipeline that will do well down line $TTE & $APA. With the turn of geopolitical events I see the possibility for much higher oil prices soon"  
[X Link](https://x.com/mike_oil_invest/status/1711434676563566991)  2023-10-09T17:33Z [--] followers, [---] engagements


"$XOM is purchasing $PXD and they will already have a plan in place for maximizing value skipping the feel good synergy talk. They can have the short term arbitrage game. Thank you for the discounted shares"  
[X Link](https://x.com/mike_oil_invest/status/1712125330373439761)  2023-10-11T15:17Z [---] followers, [--] engagements


"With favorable production terms that $XOM has within Stabroek rigs already under contract working with "pros" like $HES & CNOOC it's probably cheaper and less red tape for them to drill on their side of the border than deal with $CGXEF & FECCF. https://oilnow.gy/exploration/bluefin-1-is-exxons-latest-stabroek-block-exploration-well/ https://oilnow.gy/exploration/bluefin-1-is-exxons-latest-stabroek-block-exploration-well/"  
[X Link](https://x.com/mike_oil_invest/status/1712264345730908653)  2023-10-12T00:30Z [---] followers, [---] engagements


"With the Corentyne Block Chess game there is basically a private equity side ($FECCF) & "The Mickey Mouse Club" ($CGXEF). If they approach a potential partner the reply may be: Rigs equipment & contractor $$$ are all higher. You can accept a normal deal or do it yourself"  
[X Link](https://x.com/mike_oil_invest/status/1712271455197749415)  2023-10-12T00:58Z [--] followers, [--] engagements


"The more they bolt on petrochemical input made intermittent wind and solar renewables to the power grid the more reliable backup standby natural gas power generators they will need. $XOM seriously covers both sides"  
[X Link](https://x.com/mike_oil_invest/status/1712345341667008706)  2023-10-12T05:51Z [---] followers, [--] engagements


""(TotalEnergies)It operates activities in the block and holds a [--] percent stake with Shell holding another [--] percent and the national oil company PetroSA holding the remaining [--] percent." I keep wondering where is $CVX. Acquisitions only"  
[X Link](https://x.com/mike_oil_invest/status/1713373932886315020)  2023-10-15T01:59Z [---] followers, [--] engagements


"$CGXEF The Berbice port is still not complete. CGX doesn't have any revenue and is out of cash. Do they exchange more WI in the Corentyne Block for funding https://www.kaieteurnewsonline.com/2023/10/15/brazilian-delegation-in-talks-with-berbice-chamber-to-form-consortium-to-utilize-cgxs-berbice-port/ https://www.kaieteurnewsonline.com/2023/10/15/brazilian-delegation-in-talks-with-berbice-chamber-to-form-consortium-to-utilize-cgxs-berbice-port/"  
[X Link](https://x.com/mike_oil_invest/status/1713953461950353577)  2023-10-16T16:22Z [---] followers, [---] engagements


"This is a political move in an attempt to ease oil prices through headline news. The Biden administration has already drained half of the SPR. This is all about the [----] election"  
[X Link](https://x.com/mike_oil_invest/status/1714081465703755780)  2023-10-17T00:50Z [---] followers, [--] engagements


"$BAC has $131 Billion in unrealized losses and their stock goes up over 2% today. Escalation in the latest conflict starting to drive uprisings in the Arab world. I'm going to focus on cash reserves current oil production and "Exxon Bucks". $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1714486711114502325)  2023-10-18T03:41Z [---] followers, [---] engagements


"The oil embargo threat aspect is off of the table. "The GCC works as a clear and honest partner as an oil exporter with the international community and we can't use that as a weapon in any way possible""  
[X Link](https://x.com/mike_oil_invest/status/1715146918769414372)  2023-10-19T23:24Z [--] followers, [--] engagements


"The Saddam Hussein of South America"  
[X Link](https://x.com/mike_oil_invest/status/1715158383744229699)  2023-10-20T00:09Z [--] followers, [--] engagements


"$TTE $LNG $SHEL Leaders of continents & countries keep pushing low return renewables and will badly miss their targets. LNG could have a great time soon. Lack of investments now will set things up for big returns"  
[X Link](https://x.com/mike_oil_invest/status/1716208172539785306)  2023-10-22T21:41Z [---] followers, [--] engagements


"What I noticed is that IOCs are not just buying reserves but current production too. $CVX buying $HES is basically backing into the Stabroek Block. If $APA was further along in Suriname with $TTE it would be a very nice target. Still possible"  
[X Link](https://x.com/mike_oil_invest/status/1716416032771039476)  2023-10-23T11:27Z [---] followers, [---] engagements


"With the deal making going on the gas fields in Block [--] Suriname along with the oil could be something to look at. With their LNG focus both $COP & $SHEL come to mind when thinking of $APA"  
[X Link](https://x.com/mike_oil_invest/status/1716423712168448261)  2023-10-23T11:57Z [---] followers, [---] engagements


"$CVX has been the pesky kid in the portfolio that just won't go away. I have been focusing on buying the Stabroek Block and only had a token investment in Chevron because of a lack of future expansion. That all changed this morning with my $HES shares"  
[X Link](https://x.com/mike_oil_invest/status/1716441749114278324)  2023-10-23T13:09Z [--] followers, [--] engagements


"Over the years a pattern has been developing g with $CVX. They are more focused on acquisitions versus deepwater exploration. It's one of the main reasons that it wasn't an anchor in the portfolio"  
[X Link](https://x.com/mike_oil_invest/status/1716445154029322649)  2023-10-23T13:23Z [--] followers, [--] engagements


"Call me crazy if you like but the market isn't pricing in the small premium that $CVX is paying for $HES. Is there expectations for a counter offer"  
[X Link](https://x.com/mike_oil_invest/status/1716464457617142001)  2023-10-23T14:39Z [--] followers, [--] engagements


"Just increased my exposure to $HES. I'm not convinced that there won't be another bidder. Even though it is already trading at a higher multiple the Stabroek Block is the best place on the entire planet to be involved with right now. https://oilnow.gy/featured/hess-commends-guyana-govt-for-reasonable-exploration-extension-on-stabroek-block/ https://oilnow.gy/featured/hess-commends-guyana-govt-for-reasonable-exploration-extension-on-stabroek-block/"  
[X Link](https://x.com/mike_oil_invest/status/1716472695637131556)  2023-10-23T15:12Z [---] followers, [--] engagements


"Boom After draining half of the SPR this is nothing but a political move in an attempt to lower oil prices through headline news. [----] election manipulation"  
[X Link](https://x.com/mike_oil_invest/status/1716492560791925013)  2023-10-23T16:31Z [--] followers, [---] engagements


"@anasalhajji $APA for their Suriname assets. $TTE is taking on most of the costs in Block [--] and they have more fields to address. There is also the Baja-1 discovery in Block [--]. Off the top of my head Suriname alone gives them enough resources worth more than the entire company"  
[X Link](https://x.com/mike_oil_invest/status/1716634993328538073)  2023-10-24T01:57Z [--] followers, [---] engagements


"@dontflytoohigh @EvilEnPEmpire They actually didn't sell to $HES. $SHEL left the Stabroek Block behind for $1 in [----]. That is not a typo. After that $XOM sent out numerous letters to other companies (think it was 15) trying to find new partners"  
[X Link](https://x.com/mike_oil_invest/status/1716691268745797839)  2023-10-24T05:41Z [--] followers, [--] engagements


"Self admitted Guyana-Suriname basin junkie Adding. [--]. It's still a longshot but there could be another bid for $HES. The Stabroek Block is just too good to pass up. [--]. $APA is a prize waiting on a bid. [--]. With $CVX CAPEX budgets in Guyana can expand. $NE will benefit"  
[X Link](https://x.com/mike_oil_invest/status/1717203437702807917)  2023-10-25T15:36Z [---] followers, [---] engagements


"Despite the EU/UK windfall taxes I can't ignore the Orange basin in Namibia. Adding to $TTE. Pulling teeth from a wolf and reluctantly starting a small position in $SHEL"  
[X Link](https://x.com/mike_oil_invest/status/1717205089918845327)  2023-10-25T15:42Z [--] followers, [---] engagements


"Bid on $HES now or forever hold your peace. I not saying that another would win vs. $CVX. It's just that my gut feeling says that the Stabroek Block holds much more than the previous estimate of [--] Billion barrels of oil. https://oilnow.gy/featured/breaking-lancetfish-delivers-more-oil-new-interval-in-play/ https://oilnow.gy/featured/breaking-lancetfish-delivers-more-oil-new-interval-in-play/"  
[X Link](https://x.com/mike_oil_invest/status/1717252276694216945)  2023-10-25T18:50Z [---] followers, [--] engagements


"@onlyketamine Yep. And that is one of the reasons that $HES should get a better bid"  
[X Link](https://x.com/mike_oil_invest/status/1717366681738359121)  2023-10-26T02:24Z [---] followers, [--] engagements


"@onlyketamine I don't have a direct answer but someone could be cooking up a plan to obtain financial backing and finding potential buyers for $HES's other assets. The Stabroek Block is a once in a generation opportunity to try for. Remember Anadarko Things do happen"  
[X Link](https://x.com/mike_oil_invest/status/1717471215789707699)  2023-10-26T09:20Z [---] followers, [--] engagements


"I'm going to eat "humble pie" until I get idea of why the $TTE group and the $XOM group both bid on shallow blocks in Guyana. $TTE & $CVX did the same thing on the Suriname side. Another surprise is that D1 & D2 went to others"  
[X Link](https://x.com/mike_oil_invest/status/1717713435142848718)  2023-10-27T01:22Z [--] followers, [---] engagements


"I don't see (how) you could manage complex power electricity markets in Europe with a lot of renewables without having flexible assets the executive added. --CEO PP $TTE "playing along" in renewables is making their own market in LNG"  
[X Link](https://x.com/mike_oil_invest/status/1717744863696032089)  2023-10-27T03:27Z [--] followers, [--] engagements


"$XOM $TTE $SHEL $LNG There's been a ton of back and forth regarding Big Oil VS. renewables and EVs. It needs to be stated that the renewable & EV movement is making a larger market for petrochemicals NG & LNG in addition to gasoline & diesel. Literally making a market"  
[X Link](https://x.com/mike_oil_invest/status/1717749188866592922)  2023-10-27T03:44Z [---] followers, [---] engagements


"@FChristopher17 (Should I point out that it's Guyana Oh just goto sleep. He will see it.) ;-)"  
[X Link](https://x.com/mike_oil_invest/status/1717768582501970167)  2023-10-27T05:01Z [---] followers, [--] engagements


"@FChristopher17 This is exactly why I think that the bid for $HES is too low despite their high PE. $CVX is basically paying for what was on record at the time"  
[X Link](https://x.com/mike_oil_invest/status/1717769291075133679)  2023-10-27T05:04Z [---] followers, [--] engagements


"$HES's Market Cap is down to $44.589 Billion following a pullback of $CVX. Opening up more room for a counter offer"  
[X Link](https://x.com/mike_oil_invest/status/1717917966191538508)  2023-10-27T14:55Z [---] followers, [---] engagements


"$HES down 6.71% today. Added to the position. If all else fails and there is no counter offer I just end up with more $CVX then usual. The main thing is to hold on to that Stabroek Block piece. It's to valuable"  
[X Link](https://x.com/mike_oil_invest/status/1717986633793085607)  2023-10-27T19:28Z [---] followers, [---] engagements


"@ftraderft It is [-----]. As $CVX fluctuates so does $HES"  
[X Link](https://x.com/mike_oil_invest/status/1718090561482342476)  2023-10-28T02:21Z [---] followers, [---] engagements


""Noble Corp PLC (NE) Announces Q3 [----] Results: Net Income of $158 Million and Dividend Increase" This is exactly why I am buying the Stabroek Block in Guyana. Suriname Block [--] accumulation is gaining traction"  
[X Link](https://x.com/mike_oil_invest/status/1719490603468386628)  2023-10-31T23:04Z [---] followers, [--] engagements


""US Offshore Wind Writedowns Seen Soaring with Orsted Earnings" And Big Oil is the villain I'm wondering how expensive does it have to get before supporters for these wind projects give up Lots of petrochemicals NG and LNG needed for support"  
[X Link](https://x.com/mike_oil_invest/status/1719529431260397899)  2023-11-01T01:38Z [--] followers, [--] engagements


"In regards to the price of oil as a proxy for if offshore dayrates go up or down I feel that most are leaving out an aspect that I feel that Warren Buffett/$BRK.A are looking at: Systemic inflationary risks from the balloning of the US Dollar/Treasuries supply"  
[X Link](https://x.com/mike_oil_invest/status/1719537152982458820)  2023-11-01T02:09Z [--] followers, [--] engagements


"Holy Cow He's in military fatigues. The situation appears to be escalating. With $XOM already embedded and $CVX soon to follow with $HES the area is too important to ignore. How far is Venezuela going to take things"  
[X Link](https://x.com/mike_oil_invest/status/1719668734317724080)  2023-11-01T10:52Z [---] followers, [---] engagements


"$RIG is on sale now. With a long term vision on the up cycle accumulating while building a side of cash for a market (black swan) event"  
[X Link](https://x.com/mike_oil_invest/status/1719686190033756262)  2023-11-01T12:01Z [--] followers, [---] engagements


"Helping this guy out by easing sanctions for short term headline oil price control can turn into a big mistake. They are developing the"Saddam Hussein" of South America. Beware"  
[X Link](https://x.com/mike_oil_invest/status/1719704720254869827)  2023-11-01T13:15Z [---] followers, [--] engagements


"Higher gasoline prices Neither $PXD or $HES has any refinery assets. And neither $XOM nor $CVX is going to shut down production for the acquired assets. If anything production will increase"  
[X Link](https://x.com/mike_oil_invest/status/1719866426562073040)  2023-11-01T23:58Z [---] followers, [---] engagements


""US debt: Federal interest payments could soon exceed military spending" That is exactly from [--] year ago. Things are worse now. As oil is priced in US Dollars interest rate levels and dollar strength need to be a part of oil price conversations"  
[X Link](https://x.com/mike_oil_invest/status/1719980217304047991)  2023-11-02T07:30Z [---] followers, [--] engagements


"Coupled with recent shallow water bids in Guyana by $XOM & $TTE are we witnessing pushback by IOCs in regards to deepwater rig dayrates $CVX $RIG $NE $VAL $BORR $DO $SDRL"  
[X Link](https://x.com/mike_oil_invest/status/1719990372921971024)  2023-11-02T08:10Z [---] followers, [---] engagements


"@GeologicSuccess Offer up something to support the statement"  
[X Link](https://x.com/mike_oil_invest/status/1720068617902170261)  2023-11-02T13:21Z [--] followers, [--] engagements


"Block [--] Suriname is also $XOM. It's good to hear about activity on the Suriname side. It's warming up"  
[X Link](https://x.com/mike_oil_invest/status/1720123298758160534)  2023-11-02T16:58Z [---] followers, [--] engagements


"@GeologicSuccess Their share in Suriname is for the first [--] fields to be developed. There are others and more explanation to be done along with the find on block [--]. $TTE is covering most of the costs of block 58"  
[X Link](https://x.com/mike_oil_invest/status/1720124532047122605)  2023-11-02T17:03Z [--] followers, [--] engagements


"@GeologicSuccess BTW: The $TTE estimate for Suriname is [----]. One reason for being slow was to finish appraisal wells for starting oil production 1st and later developing a LNG plan. Nothing to do with Namibia. If so they could have already left"  
[X Link](https://x.com/mike_oil_invest/status/1720131084791505306)  2023-11-02T17:29Z [--] followers, [--] engagements


"@MarhelmData And that is also another block that includes $XOM. Adding more to the list of discoveries in the Guyana-Suriname basin"  
[X Link](https://x.com/mike_oil_invest/status/1720823302342816243)  2023-11-04T15:20Z [---] followers, [---] engagements


"@Schuldensuehner With their investments in $OXY and $CVX I keep wondering how much longer they can avoid $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1720929034140610809)  2023-11-04T22:20Z [---] followers, [---] engagements


"IMO Guyana's oil block auction is a failure until further notice. Who are most of these companies Are they glorified investors or will they really wildcat the blocks Does the government really expect oil revenue generation from them"  
[X Link](https://x.com/mike_oil_invest/status/1721370789335932988)  2023-11-06T03:35Z [---] followers, [--] engagements


"@FChristopher17 Good call but I would also look at the government in Guyana who now has dollar signs $$ in their eyes and is setting stronger terms on blocks outside of Stabroek that even $XOM says is unreasonable"  
[X Link](https://x.com/mike_oil_invest/status/1721531964342063391)  2023-11-06T14:16Z [---] followers, [--] engagements


"Real progress at a professional port in Guyana VEHSI versus still wondering about funding and status of the Berbice port with $CGXEF. The pattern should be beyond speculation at this point. The Berbice port needs action not words. https://oilnow.gy/featured/longest-ship-ever-to-enter-demerara-river-docks-at-vreed-en-hoop-shorebase-ali/ https://oilnow.gy/featured/longest-ship-ever-to-enter-demerara-river-docks-at-vreed-en-hoop-shorebase-ali/"  
[X Link](https://x.com/mike_oil_invest/status/1721845249583276107)  2023-11-07T11:01Z [---] followers, [---] engagements


"$XOM Two carrier strike groups and a nuclear sub in the Middle East. It's not Fleet Week over there. Purchasing oil production/reserves insurance for an extreme event"  
[X Link](https://x.com/mike_oil_invest/status/1721965581258358948)  2023-11-07T18:59Z [---] followers, [---] engagements


"More offshore E&P acreage"  
[X Link](https://x.com/mike_oil_invest/status/1721994048448393270)  2023-11-07T20:52Z [---] followers, [--] engagements


"This Old Man fears the Deep State more than an economic downturn. Alternative way to interpret crude build: SPR at 1/2. Powdered kegs all over Mid East and LOTS of torches. On the edge of escalation. If it does extra crude to sell"  
[X Link](https://x.com/mike_oil_invest/status/1722065143146705105)  2023-11-08T01:34Z [---] followers, [--] engagements


"Case for offshore drillers. $RIG $NE $DO $VAL $BORR $SDRL I wonder how many know that due to the aging fields in Saudi Arabia that they already went offshore building [--] artificial islands called Manifa https://www.aramco.com/en/who-we-are/mega-projects/manifa#::text=This%20ground%2Dbreaking%20design%20meantby%20a%2041%2Dkm%20causeway https://www.aramco.com/en/who-we-are/mega-projects/manifa#::text=This%20ground%2Dbreaking%20design%20meantby%20a%2041%2Dkm%20causeway"  
[X Link](https://x.com/anyuser/status/1722351393384849689)  2023-11-08T20:32Z [---] followers, [----] engagements


"@FChristopher17 I actually said it months ago that these cuts are "convenient" for Saudi Arabia and that they have a geology issue. It's been [--] decades since learning about Al-Ghawar and has been on the radar despite all of the other news re oil. Have been waiting on the decline. $RIG"  
[X Link](https://x.com/mike_oil_invest/status/1722393582269763928)  2023-11-08T23:20Z [---] followers, [--] engagements


"@FChristopher17 Interesting to hear. Gulf Oil: While reading books and not all of them about the oil industry I have encountered the Chevron Purchase of Gulf Oil about [--] different times. It was that big of a deal"  
[X Link](https://x.com/mike_oil_invest/status/1722398311892832633)  2023-11-08T23:38Z [---] followers, [--] engagements


""Endgame: Interest On US Debt Skyrockets Above $1 Trillion For The First Time Ever" Sooner or later something is going to break. Oil prices are being "managed" for now but how long Purchased more current production & reserves. $XOM $HES $TTE $SHEL"  
[X Link](https://x.com/mike_oil_invest/status/1722434480647127482)  2023-11-09T02:02Z [---] followers, [---] engagements


""If US debt is not brought under control over the next few decadesa default of some form may be unavoidable according to a Penn Wharton Budget Model." Debt bloat currency debasement oil depletion sanctions & ME war. What gives 1st $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1722602675479707862)  2023-11-09T13:10Z [---] followers, [--] engagements


"$OXY finally pulled back enough to add more production/reserves insurance"  
[X Link](https://x.com/mike_oil_invest/status/1722713060119605677)  2023-11-09T20:29Z [---] followers, [---] engagements


"".is considering the possibility of producing liquefied natural gas from floating facilities in Suriname according to Staatsolie's statement." Good to hear. Does Sloanea extend into $APA Block [--] That could be interesting"  
[X Link](https://x.com/mike_oil_invest/status/1722772491305926958)  2023-11-10T00:25Z [---] followers, [---] engagements


"$CGXEF "the Joint Venture retained SIA a Subsea [--] Schlumberger Joint Venture to complete a conceptual field development plan for the northern portion of the Corentyne block" That is more $$$ spent that CGX doesn't have. How will they pay for it"  
[X Link](https://x.com/mike_oil_invest/status/1722852940224905389)  2023-11-10T05:45Z [---] followers, [---] engagements


""Mr. Jagdeo also pointed out that the review process by the governments consultants revealed shortcomings in many bids except for those from two consortia led by industry giants TotalEnergies and ExxonMobil." Crony capitalism. Auction is a failure"  
[X Link](https://x.com/mike_oil_invest/status/1722940933107589289)  2023-11-10T11:35Z [---] followers, [---] engagements


"$CGXEF BOOM More than [------] shares in less than [--] hour. Average is [-----] per day"  
[X Link](https://x.com/mike_oil_invest/status/1722995864178733106)  2023-11-10T15:13Z [---] followers, [---] engagements


"$FECCF $CGXEF The Corentyne Block "Chess Game" continues. It seems that many were viewing this as a regular oil deal. 1st and foremost this is a Private Equity deal with "Puppet Masters" pulling strings. Who is to say that revisions weren't "intentional " for better prices"  
[X Link](https://x.com/mike_oil_invest/status/1723398027879346488)  2023-11-11T17:51Z [---] followers, [---] engagements


"@fi_gambler W/ lower prices $FECCF can extract even more WI from $CGXEF. That's the "Farm Down ". All this while Corentyne can contain more resources than "advertised". It's about maximizing Private Equity profits. Wouldn't trust management to let common shareholders profit from it"  
[X Link](https://x.com/mike_oil_invest/status/1723413469805060401)  2023-11-11T18:52Z [---] followers, [---] engagements


"@fi_gambler That's the gist. Really suspect the "Puppet Masters" of $FECCF aren't in it for stock appreciation. Especially for $CGXEF. They can consider CGX a cost of doing business and useful front company to stonewall the public. W/ Corentyne they can always say "You have to ask CGX""  
[X Link](https://x.com/mike_oil_invest/status/1723429539542684148)  2023-11-11T19:56Z [---] followers, [---] engagements


"$FECCF $CGXEF 1st Frontera was preparing to sell itself and now the latest story is the JV has an investment bank to explore options with Corentyne. Are both to keep shareholders thinking that there will be a big payday"  
[X Link](https://x.com/mike_oil_invest/status/1723444095052656689)  2023-11-11T20:54Z [---] followers, [---] engagements


"$FECCF $CGXEF Looking at the way that the stock has been suppressed especially for $FECCF it appears to be [--] layers of trading going on: 1) To maintain a reasonable level to extract assets from the deal at a good price. 2) Pump & dump suspecting at least two"  
[X Link](https://x.com/mike_oil_invest/status/1723445990919983159)  2023-11-11T21:01Z [---] followers, [---] engagements


"$CGXEF $FECCF In regards to the carrot on a stick prospects of a 3rd party buying the two or farming into Corentyne and this is 10x for CGX: IMO if I can see the "Circus" any respectable E&P will perform due diligence and stay away. Including those in the area"  
[X Link](https://x.com/mike_oil_invest/status/1723494844738506955)  2023-11-12T00:16Z [---] followers, [---] engagements


"@fi_gambler I will add this: My suspicion about manipulation goes beyond the companies in question. For example a well known personality that had been talking positive about $CGXEF & $FECCF removed a pinned tweet pointing to their YouTube video on CGX at least days before earnings"  
[X Link](https://x.com/mike_oil_invest/status/1723546434447024250)  2023-11-12T03:41Z [---] followers, [---] engagements


"$CGXEF $FECCF CGX lost 44.08% on Friday and there are still personalities trying to either put positive spin on the situation or performing damage control. One of them removed a pinned tweet with a positive YouTube video re CGX at least days before earnings. What timing"  
[X Link](https://x.com/mike_oil_invest/status/1723555272927690793)  2023-11-12T04:16Z [---] followers, [---] engagements


"$CGXEF $FECCF Next Private Equity moves CGX still has 27% of WI to be extracted. SIA already hired for a small bite. Don't think they would hire them if a sell or farm down was coming. Later take the license to production & start drilling. Frontera "Bank" has the funds"  
[X Link](https://x.com/mike_oil_invest/status/1723725752108302433)  2023-11-12T15:33Z [---] followers, [---] engagements


""Chevron sees limited scope for growth in Venezuela oil output" Confirmation"  
[X Link](https://x.com/mike_oil_invest/status/1723843487005647248)  2023-11-12T23:21Z [---] followers, [--] engagements


""Hess Announces First Production from Payara Development Offshore Guyana" Happy to purchase more production. $HES $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1724493494511948228)  2023-11-14T18:24Z [---] followers, [---] engagements


"$FECCF $CGXEF 2023.11.14 "Speaking w Frontera Energy YouTube video" Post [--] - Glitches on the official earnings call so the tough questions wouldn't be asked Now relegated to a smaller Internet message board community without bank analysts. Their new IR"  
[X Link](https://x.com/mike_oil_invest/status/1724619005057806701)  2023-11-15T02:43Z [---] followers, [---] engagements


""He stressed an urgency for exploration activities to commence promptly after blocks are awarded." [--]. This could be a catalyst to watch for rig demand. Both jack-ups and deepwater. [--]. $XOM & $TTE shallow blocks test cases for negotiations"  
[X Link](https://x.com/mike_oil_invest/status/1724756351560327466)  2023-11-15T11:48Z [---] followers, [--] engagements


"More offshore rig opportunities down the line"  
[X Link](https://x.com/mike_oil_invest/status/1724762118111854902)  2023-11-15T12:11Z [---] followers, [---] engagements


""the apparent intent of the Venezuelan government to seize Guyanas Essequibo region." Lift sanctions for fair elections while this is happening That's a developing powdered keg. $XOM $HES $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1724977827332972832)  2023-11-16T02:28Z [---] followers, [---] engagements


"Guyana's Essequibo region. It's more than half of the country. Due to the offshore oil block Stabroek I have to monitor the situation. $XOM $HES $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1724979446648918290)  2023-11-16T02:35Z [---] followers, [---] engagements


"While building up more cash bought into today's pullback. Most are offshore focused. Not pictured is yesterday's Transocean purchase. Dollar cost averaging on the dip. Cash for a market "Event". $XOM $HES $OXY $APA $MUR $MTDR $NE $BORR $DO"  
[X Link](https://x.com/mike_oil_invest/status/1725345382690111824)  2023-11-17T02:49Z [---] followers, [---] engagements


""The second and final renewal period of the Orinduik petroleum agreement started in January. Set to last three years it requires the drilling of one exploration well." Not much time. They have to hit the mark on 1st try. Big Oil w/ exper is needed"  
[X Link](https://x.com/mike_oil_invest/status/1725352905270858085)  2023-11-17T03:19Z [---] followers, [--] engagements


"$EQNR $OIH The more I see cost inflation for oil companies the more I think how brilliant of a move it was for $XOM to secure drillships back in 2019"  
[X Link](https://x.com/mike_oil_invest/status/1725354446094491977)  2023-11-17T03:25Z [---] followers, [--] engagements


"$PBR is one stock that I really need to set up with an investment schedule. They have lots of oil and success. So much that OPEC wants Brazil to join. As always the main risk with the company is politics in the country"  
[X Link](https://x.com/mike_oil_invest/status/1725726020005974481)  2023-11-18T04:02Z [---] followers, [---] engagements


"$PBR Missed this article as I was just talking about that their biggest issues are political. It's like it was guiding my thoughts. https://www.oedigital.com/news/509546-lula-asks-petrobras-to-tweak-investment-plan https://www.oedigital.com/news/509546-lula-asks-petrobras-to-tweak-investment-plan"  
[X Link](https://x.com/mike_oil_invest/status/1725847484432593345)  2023-11-18T12:04Z [---] followers, [---] engagements


"@TommyDeepwater Don't back down. You are "200%" on the right track. Oil issues are going to hit at one point like a Mike Tyson knockout blow (or Gervonta Davis if looking at today's boxers). Thank you for all of the hard work. $RIG $NE $VAL $SDRL $DO $BORR"  
[X Link](https://x.com/mike_oil_invest/status/1725854759318622396)  2023-11-18T12:33Z [---] followers, [---] engagements


"$CGXEF $FECCF It sounded like the PSYOP in Guyana's Corentyne Block was previously try to embed Suriname's Block [--] into the mind of the public before switching. Now they have raised the stakes for the private equity deal graduating to Stabroek"  
[X Link](https://x.com/mike_oil_invest/status/1726059210688114990)  2023-11-19T02:05Z [---] followers, [---] engagements


"Another way to view: You didn't read between the lines and heed the warning to drop claims against Guyana where $XOM & $HES soon to be joined with $CVX are working the Stabroek Block. BACK OFF"  
[X Link](https://x.com/mike_oil_invest/status/1726089950775636222)  2023-11-19T04:08Z [---] followers, [---] engagements


""The transaction is expected to close in the first half of 2024." $XOM would need time to ramp up production. I don't expect a substained oil price shock until at least [----]. Conveniently after the [----] election"  
[X Link](https://x.com/mike_oil_invest/status/1726095592387137812)  2023-11-19T04:30Z [---] followers, [---] engagements


"$XOM $PXD Throwing this question out there to see if someone has an idea: After shale acreage is used up for producing resources is there a possibility to use it for carbon capture and storage (CCS)"  
[X Link](https://x.com/mike_oil_invest/status/1726097663173812369)  2023-11-19T04:38Z [---] followers, [---] engagements


"@FChristopher17 Taking it two steps further (for when you rejoin the Twitter universe): If the public starts lining up and conforming for EVs and the likes they are going to need a hueyload of natural gas to produce electricity. $XOM $PXD acquisition $OXY Anadarko"  
[X Link](https://x.com/mike_oil_invest/status/1726100014026690692)  2023-11-19T04:48Z [---] followers, [--] engagements


"Lithium production natural gas petrochemicals high performance lubricants & carbon capture and storage. $XOM is positioned for the energy transition. This can seriously smooth out the cyclical nature of the oil business"  
[X Link](https://x.com/mike_oil_invest/status/1726106262189056129)  2023-11-19T05:12Z [---] followers, [--] engagements


""Meanwhile Occidentals CEO Vicki Hollub said recently that oil production in the Permian will continue to grow over the next few years addressing concerns of analysts that the star shale play may be on its way to peaking." But it's short cycle. $OXY"  
[X Link](https://x.com/mike_oil_invest/status/1726215356438765787)  2023-11-19T12:26Z [---] followers, [--] engagements


""U.S. exploration and production companies are drilling longer laterals and deploying rigs to the most promising areas to get more bang for their buck." Going through inventory faster. The final push up before the decline. $XOM $OXY"  
[X Link](https://x.com/mike_oil_invest/status/1726221378444275961)  2023-11-19T12:50Z [---] followers, [--] engagements


""EnLink Midstream BKV begin first CCS project in Barnett shale" It's looking like my hunch is correct about shale acreage being useful for CCS. That's not being promoted during M&A. $OXY $XOM $PXD $EOG"  
[X Link](https://x.com/mike_oil_invest/status/1726224070721806439)  2023-11-19T13:01Z [--] followers, [---] engagements


"@TommyDeepwater Kind of reminds me of the [--] investment groups in "The Big Short" who were onto credit default swaps before the housing market went bust. Thanks for the great work. You are preaching to the choir here"  
[X Link](https://x.com/mike_oil_invest/status/1726394235988164903)  2023-11-20T00:17Z [---] followers, [---] engagements


"$XOM $PXD Talk about plugging a hole [----] is the only year in Guyana that Exxon doesn't have a project expected to start producing. That is being fixed with the Pioneer acquisition expected to close in the 1st half of 2024"  
[X Link](https://x.com/mike_oil_invest/status/1726404489886970107)  2023-11-20T00:58Z [--] followers, [---] engagements


"It feels like a false sense of security is being created where at first "Hey I can work at MickeyD's get financing and buy that new hotrod." Leading to "I'm stuck working at Mickiey D's the payments won't go away and the vehicle needs attention." $XOM bucks my best friend"  
[X Link](https://x.com/mike_oil_invest/status/1726528212308746293)  2023-11-20T09:09Z [---] followers, [---] engagements


""A report from Barbados NationNews said that Petronas executives disclosed intentions to undertake further exploration drilling before making a decision." Block [--] is part of that lane that includes Stabroek & Block 58"  
[X Link](https://x.com/mike_oil_invest/status/1726897480732905691)  2023-11-21T09:36Z [---] followers, [--] engagements


"$PBR The Hot Money crowd is becoming this value investor's best friend. If they can do the same for $TTE maybe they should receive free turkeys for Thursday"  
[X Link](https://x.com/mike_oil_invest/status/1727038949192065388)  2023-11-21T18:59Z [---] followers, [---] engagements


"@Cavanha Thank you for the interview. Suriname was mentioned especially being next door to Guyana and is part of the basin. But it was very surprising not to hear Namibia and the Orange basin. Both TotalEnergies and Shell have made significant discoveries that are being evaluated"  
[X Link](https://x.com/mike_oil_invest/status/1727142196263137443)  2023-11-22T01:49Z [---] followers, [--] engagements


"There's still time for things to "happen " but right now I'm getting the feeling that this Middle East situation is a "Who runs Bartertown" moment"  
[X Link](https://x.com/mike_oil_invest/status/1727317294819537355)  2023-11-22T13:25Z [---] followers, [--] engagements


"This value investor is seeing a long term oil market setup. If he doesn't buy at current reduced prices what crazy ideas does the public have as reasonable $1.00 $NE $RIG $DO $BORR $XOM $HES $APA"  
[X Link](https://x.com/mike_oil_invest/status/1727379957209616846)  2023-11-22T17:34Z [---] followers, [---] engagements


"Starting to think that all out war or oil reduction shock isn't the goal. It feels like the goal is to drive the ME away from petrodollars to gold backed petroyuan. OPEC+ & BRICS would follow. The Grand Chessboard. $RING $XOM Big thanks to @Fc China is loaning the Global South dollars to repay loans from IMF and requesting payment in RMB which come from selling China 'energy commodities and other hard assets'. - we are loosing commodity supply chain - price suppression accelerating loss #silver #gold #CrudeOil https://t.co/lxF9NhNlCr China is loaning the Global South dollars to repay loans"  
[X Link](https://x.com/mike_oil_invest/status/1727401417881931836)  2023-11-22T18:59Z [---] followers, [---] engagements


"The Petroyuan. Now the sequence of global events is making sense. Oil and gold are looking good. $XOM $CVX $RING $GDX"  
[X Link](https://x.com/mike_oil_invest/status/1727475702759637330)  2023-11-22T23:54Z [---] followers, [---] engagements


"Energy transition ESG going green renewables. EVs and even manipulation of oil & gas paper markets. There seems to be a lot of discouragement from investing in oil & gas stocks. Is it intentional Gold backed Petroyuan transition Inflation"  
[X Link](https://x.com/mike_oil_invest/status/1727571426008576350)  2023-11-23T06:14Z [---] followers, [---] engagements


""Fed Chair Powell Says Its Possible to Have More Than One Reserve Currency In the World" -Around 03/22/2022. Gold backed Petroyuan will coexist with the Petrodollar. But that would mean less demand for dollars and US bonds. $XOM $CVX $RING $GDX $OIH"  
[X Link](https://x.com/mike_oil_invest/status/1727651317328511454)  2023-11-23T11:32Z [---] followers, [---] engagements


"Gold backed Petroyuan Petrodollar coexistence: Oil service industry. Oil services is still needed globally. As P-Yuan gains momentum there will be repricing of costs fees and SP. $RIG $NE $VAL $SDRL $DO $BORR $FTI $TDW $OIH"  
[X Link](https://x.com/mike_oil_invest/status/1727656736872665597)  2023-11-23T11:53Z [---] followers, [---] engagements


"Interesting to see that on a major US holiday that oil stocks can actually go up. $EQNR $TTE $SHEL"  
[X Link](https://x.com/mike_oil_invest/status/1727661469968601338)  2023-11-23T12:12Z [---] followers, [--] engagements


""Saudi Arabia says will host Arab and Islamic summits to discuss Gaza conflict" Best guess is that during this meeting that the switch to the Gold backed Petroyuan was seriously discussed if not agreed upon. $XOM $CVX $RING $GDX $OIH"  
[X Link](https://x.com/mike_oil_invest/status/1727752153866113363)  2023-11-23T18:13Z [---] followers, [---] engagements


"This follows what I said about prices being suppressed. It's paper markets. KSA has stated so much too. Once this "Agenda" is done true price discovery can happen and IOC's will have visibility for CAPEX budgets. $RIG $NE $VAL $SDRL $BORR $DO $FTI $TDW"  
[X Link](https://x.com/mike_oil_invest/status/1727846328229859812)  2023-11-24T00:27Z [--] followers, [----] engagements


"Just wondering if this also is due to the missing heavy oil from Russia starting back in [----] due to banning of imports into the US $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1727867742517411938)  2023-11-24T01:52Z [---] followers, [--] engagements


"Many drank the "Kool-aid" that the oil & gas industry was disappearing fast. Reading this article tells me that alternatives are going to have to put up or shut up. $XOM $CVX $SHEL $TTE $BP $EQNR $PBR $RIG $NE $VAL $SDRL $DO $BORR $FTI $TDW $OIH"  
[X Link](https://x.com/mike_oil_invest/status/1728088332624633887)  2023-11-24T16:28Z [---] followers, [---] engagements


"Seeing how the current output cuts aren't substantially raising oil prices for a long period time (paper market suppression) a better question is when do they take other action & announce a Gold backed Petroyuan That would be the real difference maker"  
[X Link](https://x.com/mike_oil_invest/status/1728366193281773673)  2023-11-25T10:53Z [---] followers, [--] engagements


"$TTE is already looking to fast track their Namibia project. Them alone could hit [------] barrels per day in a decade. $SHEL who knows They will see the light a one point. New CEO is still positioning for his tenure. The estimate sounds conservative"  
[X Link](https://x.com/mike_oil_invest/status/1728454928736346326)  2023-11-25T16:45Z [---] followers, [---] engagements


""Sri Lanka to OK Sinopecs $4.5bn refinery proposal tomorrow" More progress with China's oil ambitions. They are getting stronger with refinery capacity. A very interesting way to establish a global backbone. Standard Oil did it that way"  
[X Link](https://x.com/mike_oil_invest/status/1728561756434579891)  2023-11-25T23:50Z [---] followers, [--] engagements


"Guyana is getting a reminder about not only "who butters it's bread" but also "who provided the bread in the first place". Block auctions and production sharing agreement terms can improve. $XOM $HES $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1728640605767790720)  2023-11-26T05:03Z [---] followers, [---] engagements


"BOOM "Oil and gas appear to remain essential for meeting the world's energy needs" $XOM $CVX $TTE $SHEL $BP $OIH $COP $HES $APA $MUR $OXY $EOG $PXD $DVN $MRO $MTDR $SLB $HAL $BKR $NOV $RIG $NE $VAL $SDRL $BORR $DO $FTI $TDW https://oilprice.com/Energy/Energy-General/ESG-Moment-of-Truth-Turns-Tables-for-Big-Oil.html https://oilprice.com/Energy/Energy-General/ESG-Moment-of-Truth-Turns-Tables-for-Big-Oil.html"  
[X Link](https://x.com/mike_oil_invest/status/1728739585105199223)  2023-11-26T11:36Z [---] followers, [---] engagements


""What Are The Saudis Really Preparing For" The way things are shaping up Oil trade over the next decade is going to be different. It won't be just "your father's" US Dollar trade. It's going to share the stage with the Petroyuan backed by Gold"  
[X Link](https://x.com/mike_oil_invest/status/1728827223451578533)  2023-11-26T17:25Z [---] followers, [---] engagements


"Currently the area is hugely under-explored with fewer than [--] deepwater wells compared to thousands of wells offshore in places like the North Sea or the Gulf of Mexico -WOW $RIG $VAL $NE https://www.rigzone.com/news/deepwater_oil_discoveries_offshore_namibia_generating_huge_excitement-24-nov-2023-174827-article/ https://www.rigzone.com/news/deepwater_oil_discoveries_offshore_namibia_generating_huge_excitement-24-nov-2023-174827-article/"  
[X Link](https://x.com/anyuser/status/1728897393603879147)  2023-11-26T22:03Z [---] followers, [----] engagements


"@FChristopher17 I definitely need to increase my exposure to Namibia"  
[X Link](https://x.com/mike_oil_invest/status/1728902460977361158)  2023-11-26T22:24Z [---] followers, [--] engagements


"IMO the IEA is trying to downplay CCS because their renewables push is blowing up. It's becoming too expensive while it has it own's "Dirty" issues. Great to hear OPEC push back. $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1729141489358537164)  2023-11-27T14:13Z [---] followers, [---] engagements


"The IEA's explicit public reversal is very puzzling. It has me wondering if in their eyes the wrong company took the lead. A company in an industry that they wanted suppressed. Was the IEA backing a different "horse" and $XOM stole their thunder"  
[X Link](https://x.com/mike_oil_invest/status/1729341283544846616)  2023-11-28T03:27Z [---] followers, [---] engagements


""Russia Takes Control of Iraqs Biggest Oil Discovery for [--] Years" Besides the obvious marketing of a book there is also info in the article about China's involvement. More clues about "The Grand Chess Board ""  
[X Link](https://x.com/mike_oil_invest/status/1729665426462834933)  2023-11-29T00:55Z [---] followers, [--] engagements


""UAE officially stops using dollar for oil trades" BOOM $WTI $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1729667321776439466)  2023-11-29T01:03Z [---] followers, [---] engagements


"First the KSA now the UAE. This is gaining steam. Also becoming suspicious about the "real" reason for the dealy of the OPEC+ meeting. $WTI $XOM $RING CBUAE and Peoples Bank of China renew currency swap agreement sign MoU 🔥🔥🔥🔥🔥😯 The UAE and China have entered into a renewed currency swap arrangement facilitated by agreements that aim to advance technical and technological cooperation between the two nations. The https://t.co/wwWo4DVdCp CBUAE and Peoples Bank of China renew currency swap agreement sign MoU 🔥🔥🔥🔥🔥😯 The UAE and China have entered into a renewed currency swap"  
[X Link](https://x.com/mike_oil_invest/status/1729792610267488591)  2023-11-29T09:21Z [---] followers, [---] engagements


""UAE officially stops using dollar for oil trades" Big question: Will the Federal Reserve continue to raise interest rates to defend the US Dollar $$$"  
[X Link](https://x.com/mike_oil_invest/status/1729873021991882813)  2023-11-29T14:40Z [---] followers, [--] engagements


"Online holiday shopping for value investing stocking stuffers. Better deals than Amazon. $RIG $NE $DO $OIH $XOM $TTE $PBR"  
[X Link](https://x.com/mike_oil_invest/status/1729888546025288073)  2023-11-29T15:42Z [---] followers, [---] engagements


"The Saddam Hussein of Venezuela is stirring the pot too much. Keep an eye on this. $XOM $HES $CVX 🚨 The Brazilian Armed Forces have reportedly been placed into a Heightened State of Readiness due to a Significant Movement of Military Equipment and Personnel in Eastern Venezuela on the Border of Guyana @sentdefender https://t.co/ZLuhAtm6Ok 🚨 The Brazilian Armed Forces have reportedly been placed into a Heightened State of Readiness due to a Significant Movement of Military Equipment and Personnel in Eastern Venezuela on the Border of Guyana @sentdefender https://t.co/ZLuhAtm6Ok"  
[X Link](https://x.com/mike_oil_invest/status/1729913593658011806)  2023-11-29T17:21Z [---] followers, [---] engagements


""OPEC+ Mulls New Oil Production Cuts Amid Middle East Conflict" 1) Does OPEC+ take the bait & cut more production 2) Can they overcome paper markets price suppression 3) It would wind up the oil price coil more for when the "Agenda" is done. $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1729963934516654549)  2023-11-29T20:41Z [---] followers, [---] engagements


""Brazil Increases Northern Border Military Presence Amid Venezuela-Guyana Spat -Ministry" IMO this is really about payback for majors exiting during Hugo Chavez time letting their oil industry fail. If no Exxon in Guyana no escalation. $XOM $HES $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1730019718210502888)  2023-11-30T00:23Z [---] followers, [---] engagements


"A geopolitical "Agenda" involving Oil Gold & Currencies is being set up & $XOM is being sold At this price & lower this value investor will be a daily buyer. Production growing through [----] annually. E&P new significant discoveries annually. Please keep selling. Thanks"  
[X Link](https://x.com/mike_oil_invest/status/1730044640970338785)  2023-11-30T02:02Z [---] followers, [---] engagements


""Occidental Petroleum in Talks to Buy Permian Producer CrownRock" Another short-cycle oil deal and they are still paying off [----]. Consolidation or beefing up for an event On the radar. $OXY $XOM $PXD $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1730084429954187385)  2023-11-30T04:40Z [---] followers, [---] engagements


"Took advantage of the brief "OPEC+ effect" when $XOM dipped into the [---] range. Value investing continues"  
[X Link](https://x.com/mike_oil_invest/status/1730281241596064148)  2023-11-30T17:42Z [---] followers, [---] engagements


"@PandaInversion If you have alternate idea of how this shareholder unfriendly comp will cash out of this situation while leaving bag holders behind I'm listening. Super difficult to believe that they will let minority shareholders benefit. Look at the small drop after NCIB. $FECCF $CGXEF"  
[X Link](https://x.com/mike_oil_invest/status/1730406942479446365)  2023-12-01T02:02Z [---] followers, [--] engagements


""Oil's Wild Ride Is Driven by a Disruptive Band of Bot Traders" It's the paper markets that are suppressing oil prices. Has me wondering how many of these "algorithms" are intentionally tuned to keep prices around the current levels Agenda $WTI $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1730454479777206366)  2023-12-01T05:11Z [---] followers, [---] engagements


""Brazil Wont Cap Its Oil Production Despite Joining OPEC+ Group" But it puts them inside with a group that could be on the verge of diversifying away from the US Dollar for oil trades. $PBR $WTI $XOM $RING $GDX"  
[X Link](https://x.com/mike_oil_invest/status/1730777570390778320)  2023-12-02T02:35Z [---] followers, [---] engagements


""Israel Pounds Southern Gaza As Officials Say 'Long War' Expected For A Year Or More" Before "Huey hits the fan" looking out for: [--]. $XOM $CVX close deals. $OXY [--]. [----] election cycle. [--]. OPEC+ currency diversification"  
[X Link](https://x.com/mike_oil_invest/status/1730784985567875460)  2023-12-02T03:04Z [---] followers, [---] engagements


"@petroquestions That's a very interesting point of view. $XOM also doesn't have a project starting production in [----]. This plugs that hole"  
[X Link](https://x.com/mike_oil_invest/status/1730925937733308439)  2023-12-02T12:24Z [---] followers, [---] engagements


"@petroquestions $PBR won't have any quota restrictions. I'm seeing it as a possible move of joining a group that could be diversifying away from the US Dollar. See China's recent currency swaps with Saudi Arabia & UAE"  
[X Link](https://x.com/mike_oil_invest/status/1730926840095912444)  2023-12-02T12:28Z [---] followers, [--] engagements


"@petroquestions Good $XOM point. They do have a block in the Orange basin for later. Sometimes I have to catch myself separating government and $PBR. Brazil has been producing strong and even they have to maintain a balance with prices. Thanks for your input"  
[X Link](https://x.com/mike_oil_invest/status/1730931635594441164)  2023-12-02T12:47Z [---] followers, [--] engagements


"@MugsLuck @TommyDeepwater @FoamOnTheRunway The pic has me speechless. No comment. :-)"  
[X Link](https://x.com/mike_oil_invest/status/1730966924631462082)  2023-12-02T15:07Z [---] followers, [---] engagements


"OK the writing is on the wall. In addition to oil production and reserves (and services) along with working/backup $$ I have restarted a small position in gold miners as a proxy to gold being used in global trade. $RING $WTI $XOM $CVX $PBR $OIH"  
[X Link](https://x.com/mike_oil_invest/status/1730982801103826982)  2023-12-02T16:10Z [---] followers, [---] engagements


"@JavierBlas Did they remove "gullible" from the dictionary again Let me know when Lula get's to currency diversification with oil trades and then I'll be interested to hear what he has to say"  
[X Link](https://x.com/mike_oil_invest/status/1731061472984453387)  2023-12-02T21:23Z [---] followers, [---] engagements


"Note the ocean claim. $XOM $HES $CVX Venezuela referendum today regarding Guyana Essequibo region https://t.co/Q56xcr6nLX Venezuela referendum today regarding Guyana Essequibo region https://t.co/Q56xcr6nLX"  
[X Link](https://x.com/mike_oil_invest/status/1731383063094178070)  2023-12-03T18:41Z [---] followers, [---] engagements


"Big Back Offense Value Investing: $RIG - Please do your own research. Jeremy Thigpen at QB. My job now is to provide a strong running game grinding out the accumulation of shares. Boring but rewarding. Not "Wall Street" but "The Big Short". Wear that defense down. Hike"  
[X Link](https://x.com/mike_oil_invest/status/1731386990564876319)  2023-12-03T18:56Z [---] followers, [---] engagements


"US Says It's Ready to 'Pause' Sanctions Relief for Venezuela Unless Further Progress Seen Translation: This is no coincidence with the pending vote to annex Guyana. Stop now $XOM $HES $CVX and the forgotten CNOOC"  
[X Link](https://x.com/mike_oil_invest/status/1731392571942051927)  2023-12-03T19:18Z [---] followers, [---] engagements


""Cheniere to Liquefy Gas from ARC Resources under 15-Year Deal" I view Cheniere as my quasi utility supplier/refinery play. The hope is to provide long term growth and dividends over time. Qatar isn't the only game in town. $LNG"  
[X Link](https://x.com/mike_oil_invest/status/1731437256064569564)  2023-12-03T22:16Z [---] followers, [---] engagements


"@staunovo It should be no surprise at all that Nicolas Maduro and Venezuela can't be trusted. With the easing of sanctions for short term headline oil price relief they are helping develop the Saddam Hussein of South America. $XOM $HES $CVX"  
[X Link](https://x.com/mike_oil_invest/status/1731439422493864309)  2023-12-03T22:25Z [---] followers, [---] engagements


"Everyone who reads this account knows I'm seriously an oil head and not a gold bug. But I do believe in building a position. IMO this is more of a preview of things to come. Let's see if the paper markets suppress once again. $RING $XOM $WTI"  
[X Link](https://x.com/mike_oil_invest/status/1731477051608367592)  2023-12-04T00:54Z [---] followers, [---] engagements


"Seeing the prices of oil and gold this Sunday night along with the geopolitical setup IMO we are witnessing a full court press to influence a currency deviation with oil trades. $WTI $RING $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1731517229924245826)  2023-12-04T03:34Z [---] followers, [---] engagements


"@anasalhajji I would add: With the recent currency swaps between China and KSA/UAE now they have a OPEC+/BRICS country inside ready to devirsify oil trades away from the US Dollar"  
[X Link](https://x.com/mike_oil_invest/status/1731545518063731043)  2023-12-04T05:26Z [---] followers, [--] engagements


"@offshoremayor Apache is in Suriname. Hess is in Guyana being purchased by Chevron. CNOOC is the other partner"  
[X Link](https://x.com/mike_oil_invest/status/1731643032561402062)  2023-12-04T11:54Z [---] followers, [---] engagements


""CGX Energy Inc. and Frontera Energy Provide Notice of Virtual Presentation On Guyana-Suriname Basin Corentyne Block and Integrated Well Results" A wise person once said "Be careful what you ask for you just may get it. " $CGXEF $FECCF https://fronteraenergy.mediaroom.com/2023-12-04-CGX-Energy-Inc-and-Frontera-Energy-Provide-Notice-of-Virtual-Presentation-On-Guyana-Suriname-Basin-Corentyne-Block-and-Integrated-Well-Results"  
[X Link](https://x.com/mike_oil_invest/status/1731712936421556576)  2023-12-04T16:31Z [---] followers, [---] engagements


"@apppro1 Maybe general fear in the oil & NG markets. Guilt by association. Throwing out the baby with the bathwater"  
[X Link](https://x.com/mike_oil_invest/status/1731739195117609030)  2023-12-04T18:16Z [---] followers, [--] engagements


"$CGXEF $FECCF Since this is a private equity deal I suspect that the presentation next Monday could be more marketing than technical. It could be used to WOW a potential investor who then could sign nondisclosure negotiate exchange funds for Frontera stock"  
[X Link](https://x.com/mike_oil_invest/status/1732061332361658678)  2023-12-05T15:36Z [---] followers, [---] engagements


"$CGXEF $FECCF Private equity PSYOP Skeptical of companies with non-responsive IR that all of a suddenly want to hear from them. It could be a set up to craft answers that invoke an emotional reaction "  
[X Link](https://x.com/mike_oil_invest/status/1732399894806376812)  2023-12-06T14:01Z [---] followers, [---] engagements


"@JavierBlas Look at it this way: Counting $PXD for [----] from [----] though [----] $XOM starts up additional new production each year. And it stops there because they haven't FID another one yet. Couple that with shale & Al-Ghawar depletion and it's simple to see long term thinking"  
[X Link](https://x.com/mike_oil_invest/status/1732559769192522075)  2023-12-07T00:36Z [---] followers, [---] engagements


"In regards to oil prices staying depressed I'm not buying any reason beyond paper markets suppression. Remember in the movie The Big Short when their credit default swaps weren't going up at first even though the housing market was failing Manipulation. $WTI $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1732569375386067053)  2023-12-07T01:15Z [---] followers, [---] engagements


""Russia's Putin Saudi crown prince discuss further OPEC+ cooperation in whirlwind visit" I would view these visits as currency diversification for oil trade talks. $WTI $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1732578246888423556)  2023-12-07T01:50Z [---] followers, [---] engagements


"@FChristopher17 A big thanks for that. It's a very important detail. I truly believe currency diversification in oil trades is closer than most would imagine"  
[X Link](https://x.com/mike_oil_invest/status/1732592841078305224)  2023-12-07T02:48Z [---] followers, [--] engagements


"I consider $XOM & Saudi Aramco the two most in touch companies with crude oil in the world. Seeing that the first one is ramping up production through [----] for now and the other has spare capacity to bring online tells me oil is not going anywhere and they see something"  
[X Link](https://x.com/mike_oil_invest/status/1732605497755464015)  2023-12-07T03:38Z [---] followers, [--] engagements


"It looks like tomorrow is already shaping up to be a buy the dip day. $WTI $XOM $RIG"  
[X Link](https://x.com/mike_oil_invest/status/1732615863734575175)  2023-12-07T04:19Z [---] followers, [---] engagements


"$HES is trading detached from $CVX w/ the noise from Venezuela. I'm willing to take the risk. $XOM $APA $NE $RIG"  
[X Link](https://x.com/mike_oil_invest/status/1732839452949815609)  2023-12-07T19:08Z [---] followers, [---] engagements


""Guyana Situation Rapidly Deteriorates As Maduro Arrests Opposition Figures Amid Joint Military Drills With US" Until Maduro shows can back up what he says outside of his normal territory I'll monitor situation while purchasing discounted shares. $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1732933101268181350)  2023-12-08T01:20Z [---] followers, [---] engagements


"$CGXEF $FECCF PSYOP Shareholders Presentation nears. Some waiting for a Hail Mary pass to pull out the game but down [--] TDs. Best way to describe the Private Equity aspect using "Wall Street" as an example: Was Gordon Gekko an airline person"  
[X Link](https://x.com/mike_oil_invest/status/1732973991101595956)  2023-12-08T04:02Z [---] followers, [---] engagements


"Venezuela & Maduro can't even organize & progress within their own borders properly. What makes them think they can actually invade conquer and HOLD external territory Sounds more like bullying with possible targeted attacks. It's all about them and their history w/ $XOM"  
[X Link](https://x.com/mike_oil_invest/status/1732996566372495816)  2023-12-08T05:32Z [---] followers, [--] engagements

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