# ![@pickeringenergy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1141793002605731841.png) @pickeringenergy Dan Pickering

Dan Pickering posts on X about eft, iran, oil, gas the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1141793002605731841/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141793002605731841/c:line/m:interactions.svg)

- [--] Week [------] +15%
- [--] Month [-------] -48%
- [--] Months [-------] -9.90%
- [--] Year [---------] +32%

### Mentions: [--] [#](/creator/twitter::1141793002605731841/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141793002605731841/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [--] +24%
- [--] Months [---] +72%
- [--] Year [---] +10%

### Followers: [------] [#](/creator/twitter::1141793002605731841/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141793002605731841/c:line/m:followers.svg)

- [--] Week [------] +0.15%
- [--] Month [------] +0.92%
- [--] Months [------] +4%
- [--] Year [------] +11%

### CreatorRank: [---------] [#](/creator/twitter::1141793002605731841/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141793002605731841/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.72% [countries](/list/countries)  20.79% [stocks](/list/stocks)  17.82% [cryptocurrencies](/list/cryptocurrencies)  6.93% [technology brands](/list/technology-brands)  5.94% [social networks](/list/social-networks)  3.96% [automotive brands](/list/automotive-brands)  0.99% [nfl](/list/nfl)  0.99%

**Social topic influence**
[eft](/topic/eft) #81, [iran](/topic/iran) 11.88%, [oil](/topic/oil) 7.92%, [gas](/topic/gas) 6.93%, [wti](/topic/wti) 4.95%, [money](/topic/money) 4.95%, [venezuela](/topic/venezuela) 3.96%, [if you](/topic/if-you) 3.96%, [$50s](/topic/$50s) 3.96%, [$fang](/topic/$fang) 3.96%

**Top accounts mentioned or mentioned by**
[@bigideascapital](/creator/undefined) [@chriskostopoul2](/creator/undefined) [@alexlsu10](/creator/undefined) [@davidwethe](/creator/undefined) [@ferrotv](/creator/undefined) [@annmarie](/creator/undefined) [@danmurphy](/creator/undefined) [@rajmistry](/creator/undefined) [@teamveriten](/creator/undefined) [@kvanthof](/creator/undefined) [@chrisawright](/creator/undefined) [@warrenpies](/creator/undefined) [@jimcramer](/creator/undefined) [@dkbissinger](/creator/undefined) [@lowreyland](/creator/undefined) [@traceyryniec](/creator/undefined) [@houstontexans](/creator/undefined) [@txoil](/creator/undefined) [@landmanlife](/creator/undefined) [@lyndsey5280](/creator/undefined)

**Top assets mentioned**
[Diamondback Energy Inc (FANG)](/topic/$fang) [Exxon Mobil (XOM)](/topic/$xom) [Devon Energy Corp (DVN)](/topic/$dvn) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Spotify Technology (SPOT)](/topic/$spot) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts
Top posts by engagements in the last [--] hours

""Energy as an AI hedge" has traction. Stat from Goldman today - $XLE on track for [--] straight weeks of outperformance vs. SPX to the tune of +25percentage points. Monster. Welcome after [--] years of underperformance. Sustainable.guess we have to see if tech trade get reborn. #EFT"  
[X Link](https://x.com/pickeringenergy/status/2021945095432679848)  2026-02-12T13:50Z 34.4K followers, 16.9K engagements


"Hat tip to Bloomberg's @DavidWethe for the Harold Hamm interview last Friday. I'm convinced [----] is the Battle of the Titans (OPEC+ vs. US shale) to see who is the first to reduce production in a dramatically oversupplied market. Maybe shale is blinking first Thread. #EFT #OOTT"  
[X Link](https://x.com/pickeringenergy/status/2013078227640545678)  2026-01-19T02:37Z 34.4K followers, 11.3K engagements


"Spent time with Bloomberg's @FerroTV and @annmarie talking Venezuela issues/implications. Topics = winners/losers oil prices implications speed for this to play out willingness of majors to invest need for clarity. #EFT #OOT Segment starts 1:50. https://youtu.be/-Sq1NwXp5tAsi=h1cYQyHs_pgRu7GE&t=6691 https://youtu.be/-Sq1NwXp5tAsi=h1cYQyHs_pgRu7GE&t=6691"  
[X Link](https://x.com/anyuser/status/2008302447098216842)  2026-01-05T22:19Z 34.4K followers, [----] engagements


"What's happening - Hamm indicating his Continental Resources is stopping drilling in the Bakken. Quote was "This will be the first time in over [--] years that Harold Hamm has not had an operation with drilling rigs in North Dakota". So something is changing"  
[X Link](https://x.com/pickeringenergy/status/2013078229850915301)  2026-01-19T02:37Z 34.4K followers, 12.7K engagements


"Uhhhhhhhplease dont. Oil market needs more OPEC+ production like I need to be in charge of a first grade bake sale. Maybe posturing to please the US Maybe figurative air cover for more US Iranian strikes Thanks for ruining Spring Break #EFT #OOTT https://www.reuters.com/business/energy/opec-leans-towards-resumption-oil-output-increases-april-sources-say-2026-02-13/#::text=Summaryimmediately%20to%20requests%20for%20comment"  
[X Link](https://x.com/pickeringenergy/status/2022287756475461948)  2026-02-13T12:32Z 34.4K followers, [----] engagements


"A big announcement today-our consulting team moves to Opportune while Investment Banking Research and Asset Management groups continue business-as-usual at PEP. You know where to find us if you need to do a deal get a stock idea or deploy capital #EFT https://www.businesswire.com/news/home/20260212002223/en/Opportune-LLP-Acquires-Pickering-Energy-Partners-Consulting-Advocacy-Practice https://www.businesswire.com/news/home/20260212002223/en/Opportune-LLP-Acquires-Pickering-Energy-Partners-Consulting-Advocacy-Practice"  
[X Link](https://x.com/pickeringenergy/status/2022518240736612753)  2026-02-14T03:48Z 34.4K followers, [----] engagements


"One of the great joys in life Belting out Greatest Showman songs on the way to Cat Yoga with your six year old daughter who shouts out Happy Valentines Day to the lady selling flowers alongside the road. Nothing betternothing"  
[X Link](https://x.com/pickeringenergy/status/2022690348376441203)  2026-02-14T15:12Z 34.4K followers, [----] engagements


"(Over)Supply/demand fundamentals continue to drag down oil price. Where do we go Low enough to shut down supply - which means OPEC cut or lower US shale activity. I suspect the latter and think well see $FANGs low $50s red light get triggered. No fun but necessary #EFT #OOTT"  
[X Link](https://x.com/pickeringenergy/status/2000914889146290582)  2025-12-16T13:04Z 34.4K followers, 23.3K engagements


"My conclusion from above: Trump wants oil price down/low.He is not a friend of the US energy industry he is a counterparty to the oilpatch. $XOM politely said what almost everyone attending had to be thinking. Uninvestable without significant changes. This is going to take TIME"  
[X Link](https://x.com/pickeringenergy/status/2009767332705354220)  2026-01-09T23:20Z 34.4K followers, 64.5K engagements


"Looking to [----] - OPEC+ production will be higher y/y (even though they've paused average production will still be up y/y). US producers are flat/up in [----] (PEP's research coverage shows our covered companies +2% y/y). Somebody has to blink or inventory hits Covid highs"  
[X Link](https://x.com/pickeringenergy/status/2013078241787945352)  2026-01-19T02:37Z 34.4K followers, [----] engagements


"What price is a catalyst for change in supply behavior Trump wants $50. For Harold Hamm in the Bakken the number is high $50's. $FANG has signaled low $50's is red light territory. Will OPEC+ cut and support price"  
[X Link](https://x.com/pickeringenergy/status/2013078243763470360)  2026-01-19T02:37Z 34.4K followers, [----] engagements


"A lot of chatter on $DVN / $CTRA for the past [--] days. Merger Monday tomorrow Yes No See results I am uninterested Yes No See results I am uninterested"  
[X Link](https://x.com/pickeringenergy/status/2018122652947279916)  2026-02-02T00:41Z 34.4K followers, 23.3K engagements


"Took a look late last week at oil/oil markets with CNBC's @dan_murphy. Covered a lot of ground - from Iran (oil market at 25% probability of disruption) to Venezuela to Kazakhstan to supply/demand imbalance. Always something happening #EFT #OOTT https://www.cnbc.com/video/2026/01/30/escalation-in-us-iran-tensions-could-push-oil-prices-to-triple-digits.html https://www.cnbc.com/video/2026/01/30/escalation-in-us-iran-tensions-could-push-oil-prices-to-triple-digits.html"  
[X Link](https://x.com/pickeringenergy/status/2018307275014783260)  2026-02-02T12:55Z 34.4K followers, [----] engagements


"US and Iran powwow today - oil markets will care. WTI off its recent highs ($65/bbl) but well above recent lows ($55). Fundamentals soft geopolitical stuff has ramped. I'm fading most permutations of Iran/US outcome. Thread below.your observations welcomed. #EFT #OOTT"  
[X Link](https://x.com/pickeringenergy/status/2019823000917606775)  2026-02-06T17:18Z 34.4K followers, [----] engagements


"Said another way in my opinion the cost of Iran-conflict-takes-oil-to-$100 insurance is too high. Makes me inclined to fade any oil rally above low $60's. Of course all this can change with a tweet or one missle.but I bet I get the chance to own oil/energy lower than here"  
[X Link](https://x.com/pickeringenergy/status/2019823059885257164)  2026-02-06T17:18Z 34.4K followers, [----] engagements


"Is all this too simplistic Sure. But how this plays out could be a +50%/-10% move in oil.which matters and thus demands attention. Side note I'm building a time machine to enable restarting my career as a tech guy instead of an energy guy. GoFundMe info available via DMs. #EFT"  
[X Link](https://x.com/pickeringenergy/status/2019823063400083894)  2026-02-06T17:18Z 34.4K followers, [----] engagements


"@ChrisKostopoul2 Not sure where your +0.5mmbpd number is coming from. OPEC12 was 27mmbopd March [----] and 28.8mmbopd as of Dec [----]. Saudi +900kbopd UAK +500kbopd Kuwait +0.1mmbopd Iraq +0.15mmbopd. Some Non-OPEC down in that period (Kazakhstan -0.4mmbopd).but supply is up"  
[X Link](https://x.com/pickeringenergy/status/2022354340787425398)  2026-02-13T16:57Z 34.4K followers, [--] engagements


"And there it is https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator A lot of chatter on $DVN / $CTRA for the past [--] days. Merger Monday tomorrow https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator A lot of chatter on $DVN / $CTRA for the past [--] days. Merger Monday tomorrow"  
[X Link](https://x.com/pickeringenergy/status/2018294347754529054)  2026-02-02T12:04Z 34.4K followers, 18K engagements


"Another Merger Monday this time in OFS with $RIG and $VAL putting together a behemoth offshore driller. Tasty premium paid in all stock deal helps out $RIG balance sheet and lots of contract coverage. Not many names left in the space now.natural outcome of the downturn. #EFT"  
[X Link](https://x.com/pickeringenergy/status/2020865157719560620)  2026-02-09T14:19Z 34.4K followers, 24.3K engagements


"Fun talk with Sunya Scoop's Raj Mistry (@rajmistry) on the energy sector sellside research starting businesses and even take a trip into the value of content/brainpower and discuss our friends at @TeamVeriten Spotify link below. #EFT #OOTT https://open.spotify.com/episode/2hGvoZbFP0DXhI0qdlBUJTsi=bi7xIXtVSvmcDcX3yh6pHw&nd=1&dlsi=6671578f6bc847a6 https://open.spotify.com/episode/2hGvoZbFP0DXhI0qdlBUJTsi=bi7xIXtVSvmcDcX3yh6pHw&nd=1&dlsi=6671578f6bc847a6"  
[X Link](https://x.com/pickeringenergy/status/2022357217744494869)  2026-02-13T17:08Z 34.4K followers, [----] engagements


"@Alexlsu10 Ha Yesterday was just an exit of our Consulting business. Everything else (Investment Banking Research and Asset Management) stays as-is under the PEP banner"  
[X Link](https://x.com/pickeringenergy/status/2022747056880914730)  2026-02-14T18:57Z 34.4K followers, [---] engagements


"1994 right out of business school. Choose your sector they said.energy or tech.what's it going to be I said.energy"  
[X Link](https://x.com/anyuser/status/1753179810669441190)  2024-02-01T22:13Z 34.4K followers, 14.8K engagements


"WSJ has $FANG buying Endeavor. This deal starts on 2nd base for me as Diamondback management has done nothing but smart stuff for years and the asset overlap is excellent. That said - I want the details @KVanthof #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1756771201655939216)  2024-02-11T20:04Z 34.4K followers, 27.2K engagements


"As if earnings season and mergers weren't enough entertainment we now have the $XOM + $CVX battle over $HES's Guyana. These two literally fighting (in arbitration court) to spend $40B+. Tells you Guyana is really really really (that's [--] reallys) valuable. Pull up the popcorn"  
[X Link](https://x.com/anyuser/status/1765738513138344395)  2024-03-07T13:57Z 34.4K followers, 41.6K engagements


"Beware the calls for $100 oil. It might happen but it is FAR from sustainable with this much OPEC+ production off the market. Supply/demand tighter than I expected earlier this year but not $100/bbl good. Lets just be happy with $80 WTI #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1777043550842085740)  2024-04-07T18:39Z 34.4K followers, 23.7K engagements


"Eyecatching - Darn it $FANG + Endeavor gets a second request from FTC on last possible daywhen is the government going to realize no Permian producer is going to influence/control the price of oil. OPEC cant even do it at 30mmbbls/day #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1785091873838670234)  2024-04-29T23:40Z 34.4K followers, 19.8K engagements


"Meanwhileover at $DVNs M&A war room"  
[X Link](https://x.com/anyuser/status/1795781390870495636)  2024-05-29T11:37Z 34.4K followers, 33.2K engagements


"Crude opens down 5% or almost $4/bbl. You dont know the geopolitical risk premium until it comes out. Crude remains heavy. no room for OPEC+ to return. None"  
[X Link](https://x.com/anyuser/status/1850659981575528932)  2024-10-27T22:04Z 34.4K followers, 63.9K engagements


"I suspect that after this election is over the world will still consume over 100mmbbls/day of oil and energy companies will still make a lot of money"  
[X Link](https://x.com/anyuser/status/1853768037218025818)  2024-11-05T11:55Z 34.4K followers, [----] engagements


"The Energy Secretary nod goes to Chris Wright @ChrisAWright_ He knows the energy industry knows what is sensible and what is impractical. Doubt he will get Drill Baby Drill from the E&P industry but we can count on him advocating for practical policy. #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1857911862093873579)  2024-11-16T22:21Z 34.4K followers, 24.4K engagements


"In the cateogry of "Why won't generalist investors deploy capital in the oil and gas space" - nothing like President Trump directly asking OPEC to lower prices (and energy industry profitability). That'll make a diversified investor think twice about getting bullish #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1882489140870258973)  2025-01-23T18:02Z 34.4K followers, 29.5K engagements


"Buckle up people you're gonna get your chance at "cheap" energy names. There is NO ROOM for even 200kbbls/day of OPEC oil returning to the market.ugh just ugh. And you wonder why generalists won't get involved in energy #EFT #OOTT https://www.opec.org/opec_web/en/press_room/7477.htm https://www.opec.org/opec_web/en/press_room/7477.htm"  
[X Link](https://x.com/anyuser/status/1896637702818455558)  2025-03-03T19:04Z 34.4K followers, 50K engagements


"Bloomberg headline: US Shale Can Live With $50 Per Barrel Oil Price: BNEF #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1905243073266794775)  2025-03-27T12:58Z 34.4K followers, 31.7K engagements


"Let's summarize - oil markets getting worse gas markets getting better stocks markets in risk off mode uncertainty rising. Value in energy pretty good.but rate of change is negative and value is not a catalyst. Some thoughts within on oil markets in particular. #EFT #OOTT""  
[X Link](https://x.com/anyuser/status/1908300488992338026)  2025-04-04T23:27Z 34.4K followers, 175.3K engagements


"S&P futures off -4.5% tonight. There is a silver lining to this. At -5% per day the market is at zero by the end of April and there will only be upside"  
[X Link](https://x.com/anyuser/status/1909023868569735540)  2025-04-06T23:22Z 34.4K followers, 18.9K engagements


"Its going to get even uglier. Hello $50s WTI (or worse) Absolutely no room for incremental barrels at a price in the $60s. Doesnt matter why they are doing it OPEC is doing it. Stay buckled up #EFT #OOTT https://www.opec.org/pr-detail/243563-03-may-2025.html https://www.opec.org/pr-detail/243563-03-may-2025.html"  
[X Link](https://x.com/anyuser/status/1918659586375991809)  2025-05-03T13:31Z 34.4K followers, 83.1K engagements


"Israel bombs Iran nuclear facilities oil spikes stock markets dip retaliation promised and now we ponder what comes next. Spoiler alert wide range of potential oil outcomes (WTI $50-$90+) but from $73/bbl this morning downside skew outweighs upside skew. #EFT #OOTT Thread:"  
[X Link](https://x.com/anyuser/status/1933492702936494521)  2025-06-13T11:52Z 34.4K followers, 97.1K engagements


"I'd rather have [--] months of $50 oil pain US E&P capex cuts US prod down 1+mmbopd OPEC "all the way back" demand growth spurred and be primed for a cyclical recovery than [--] years of $60-$65 oil where industry profits blah energy 2.5% S&P OPEC overhang remains. #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1963961194806407179)  2025-09-05T13:43Z 34.4K followers, 37.7K engagements


"Alerting all oil recovery skeptics.there is hope. At coffee shop today big pickup pulls in woman hops out to stand grab her latte. Boyfriend stays in the truck.AND LEAVES IT RUNNING. Weve got a chance people.weve got a chance"  
[X Link](https://x.com/anyuser/status/1254069786008485888)  2020-04-25T15:28Z 34.4K followers, [---] engagements


"Dare i say it Yes I will. [----] is the year to think #MEGA. Make Energy Great Again. Too much pessimism not enough respect. No more dumpster fire mentality. Time to think positive and be optimistic. All aboard"  
[X Link](https://x.com/anyuser/status/1339793479996743681)  2020-12-18T04:43Z 34.4K followers, [---] engagements


"I feel so fortunate to have energy expert Jim Cramer assessing how quickly oil will become obsolete. He also said the energy sector was dead before this 75%+ move. Just hanging on every word"  
[X Link](https://x.com/anyuser/status/1360233322627043328)  2021-02-12T14:24Z 34.4K followers, [---] engagements


"Received word today from Ford that I will not get a [----] Ford Lightning - ordered within minutes of the order book opening in May [----]. So when we look at EV adoption stats keep in mind vehicle availability is a factor"  
[X Link](https://x.com/anyuser/status/1499949059993395201)  2022-03-05T03:24Z 34.4K followers, [---] engagements


"A lot to unpack around President's press conf remarks on SPR gasoline etc. Thread below. Conclusion: Nothing I saw today makes me less bullish about owning energy equities. Watch the back end of the curve (trading higher) - that is the tell. FY25 WTI is $73 going to $80+"  
[X Link](https://x.com/anyuser/status/1509606273930735629)  2022-03-31T18:59Z 34.4K followers, [---] engagements


"Bezos gets ultra rich and buys the Washington Post and does Blue Origin.Elon Musk gets ultra rich and buys Twitter and does SpaceX. Joining the elite club @pickeringenergy bought a used typewriter and some old bottle rockets at a yard sale last weekend"  
[X Link](https://x.com/anyuser/status/1514554912482463751)  2022-04-14T10:43Z 34.4K followers, [---] engagements


"Solid argument by @WarrenPies for Brent touching $100/bbl. I HOPE HE IS WRONG. $100 puts demand at risk and brings politics back into the equation. I'm an oil bull.I want $80-$90 WTI with duration. Counterintuitive but $100/bbl is worse for equity investors. #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1700252847030567265)  2023-09-08T21:00Z 34.4K followers, 23.7K engagements


"WSJ reporting $OXY for CrownRock at well above $10B. Ive heard $13B is the number. At that price whoever is the buyer we better see a serious deep dive on the value/assumptions given $8-$10B was the going-in expectation. A good time to be a Permian seller. #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1730089159895691724)  2023-11-30T04:59Z 34.4K followers, 54.1K engagements


"It is with great joy that I announce the FINAL results of my [--] year bet with QuickDrawCapital/ZenQDC on Permian E&P vs. S&P500. The bet outlasted his time on Twitter.but the results are still just as sweet. My Permian names lapped the S&P500. History and details in thread. #EFT"  
[X Link](https://x.com/anyuser/status/1895872911862612267)  2025-03-01T16:25Z 34.4K followers, 28.3K engagements


"Eyecatching - litmus test for investor views on Upstream - $MTDR intends to drop a rig (9 goes to 8) and announces $400MM share repo authorization. My personal view - exactly the right thing to do. Buy cheap barrels in the stock market save some valuable inventory. #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1915162669054644451)  2025-04-23T21:55Z 34.4K followers, 41.9K engagements


"If Bitcoin married the airlines in a Wuhan China ceremony inside an senior citizens faciliity and went on a honeymoon cruise to Italy their child would be oil and gas stocks. #reallylongweek"  
[X Link](https://x.com/pickeringenergy/status/1238287561505849346)  2020-03-13T02:15Z 34.4K followers, [---] engagements


"Ready to get this OPEC++ meeting over and clarity on proposed cuts so we can all move on to the crushing disappointment/reality of storage filling faster than cuts can remedy. Toughest three months of the decade coming up. Sigh"  
[X Link](https://x.com/pickeringenergy/status/1248124943570788352)  2020-04-09T05:45Z 34.4K followers, [---] engagements


"100% agree we are going to see a 20mmbpd production cut.the hard way By oil price being awful causing economic and forced shut-ins. Don't let anyone fool you there is nowhere close to 20MM or 15MM or 12MM of voluntary curtailments. Play with optics all you want.price rules"  
[X Link](https://x.com/pickeringenergy/status/1249719815121575936)  2020-04-13T15:23Z 34.4K followers, [---] engagements


"Gonna be a LOT of fingerpointing around power outages etc. Texas grid simply not made for this sort of demand and lack of fuel didnt help (wind AND nat gas). Clearly highlights we are not ready/capable to go to carbon free power any time soon. Energy transition will be long"  
[X Link](https://x.com/pickeringenergy/status/1361675477442826241)  2021-02-16T13:55Z 34.4K followers, [---] engagements


"Oh boy.@jimcramer closed Mad Money today with a double down on the end of oil. It's all gonna be EVs not gasoline. A disservice to listeners encouraging them to think we don't need hydrocarbons. Energy Transition will last decades. Where does he think electricity comes from"  
[X Link](https://x.com/anyuser/status/1366902826799095811)  2021-03-03T00:06Z 34.4K followers, [----] engagements


"Holy schnikes Listening to CNBC in my car and commercial comes on. They are pitchingwait for itoil and gas investments. The commodities. Baby WE ARE BACK (And now I am frightened)"  
[X Link](https://x.com/pickeringenergy/status/1408075959509602305)  2021-06-24T14:54Z 34.4K followers, [---] engagements


"Great Salt Lake is approaching its lowest water level in [--] years. Climate folks say global warming. But what was the cause/issue in [----] when it set its low water record I dont knowbut the climate boogeyman isnt around every corner contrary to everything you read"  
[X Link](https://x.com/pickeringenergy/status/1416825498387234819)  2021-07-18T18:21Z 34.4K followers, [---] engagements


"Oil demand probably hit a secular peak last year and thanks to #EVs now is in secular decline. Though ARK has no formal forecast I believe that #Oilprices are on their way back to $12 the level reached after the [----] oil cartel crisis or lower now that EVs are taking off. Oil demand probably hit a secular peak last year and thanks to #EVs now is in secular decline. Though ARK has no formal forecast I believe that #Oilprices are on their way back to $12 the level reached after the [----] oil cartel crisis or lower now that EVs are taking off"  
[X Link](https://x.com/pickeringenergy/status/1442536702539534340)  2021-09-27T17:08Z 34.4K followers, [---] engagements


"Emptyevery time i drive past. The energy transition is going to take a LONG time"  
[X Link](https://x.com/pickeringenergy/status/1477333132105945094)  2022-01-01T17:37Z 34.4K followers, [---] engagements


"Tech investors/growth investors got a taste this week of what is was like in energy 10-15 times PER YEAR from [----] through [----]. Energy hands are scarred and weathered and tough tech hands are silkier than an English nobleman"  
[X Link](https://x.com/pickeringenergy/status/1484648602526003203)  2022-01-21T22:06Z 34.4K followers, [---] engagements


"heythe lock worked"  
[X Link](https://x.com/pickeringenergy/status/1487884007115214852)  2022-01-30T20:22Z 34.4K followers, [---] engagements


"Regretfully announcing my Twitter retirement. Combination of compliance time sink and nervousness about reprisals from diehard advocates on both energy transition AND oil&gas fronts. My family and job are too important to endanger. Its been a fun ride April Fools"  
[X Link](https://x.com/pickeringenergy/status/1509860710897045504)  2022-04-01T11:50Z 34.4K followers, [---] engagements


"Since Friday morning thousands of energy nerds the press and oil watchers debated a 180mmbbl release from the US Strategic Petroleum Reserve. Meanwhile the world consumed 300mmbbls"  
[X Link](https://x.com/pickeringenergy/status/1510971355558297603)  2022-04-04T13:23Z 34.4K followers, [---] engagements


"So damn frustrating. Oil/gas/gasoline prices high because of supply/demand imbalance. You fix with more supply or less demand.period. If demand declines are politically upalatable then supply must increase. Increasing oil company taxes accomplishes nothing. WAKE UP WASHINGTON"  
[X Link](https://x.com/pickeringenergy/status/1536778061747605504)  2022-06-14T18:30Z 34.4K followers, [---] engagements


"The irony of a gas tax holiday - in theory it lowers the "cost" to the consumer while simultaneously supporting demand which keeps the price higher than it would otherwise be. SUPPLY is the answer"  
[X Link](https://x.com/pickeringenergy/status/1539641941348204544)  2022-06-22T16:10Z 34.4K followers, [---] engagements


"Becoming increasingly clear OPEC is going to make an effort to support price. Why cut Because they dont like the price. Whether it is demand destruction or trading action that is causing weakness this market is going to have a lot fewer barrels come Mid-November (SPR and OPEC)"  
[X Link](https://x.com/pickeringenergy/status/1576656012110487553)  2022-10-02T19:31Z 34.4K followers, [---] engagements


"Food for thought.OPEC can cut more/longer than Biden administration can release from SPR. This OPEC meeting a wakeup call for US politicians that energy inflation is going to be STICKY"  
[X Link](https://x.com/pickeringenergy/status/1577624995278233603)  2022-10-05T11:41Z 34.4K followers, [----] engagements


"Record oil profits getting bashed hard by politicians - please just shut up. Within the past [--] months 100+ energy companies went bankrupt. $AAPL and $XOM had almost the exact same net income. Where is the outrage at the high cost of IPhones Hypocrisy"  
[X Link](https://x.com/pickeringenergy/status/1586170205914693633)  2022-10-29T01:37Z 34.4K followers, [---] engagements


"Im old enough to remember a time when making money was respected. I really really really miss those days"  
[X Link](https://x.com/pickeringenergy/status/1586171459462115329)  2022-10-29T01:42Z 34.4K followers, [---] engagements


"@dkbissinger Sultry wood nymphs.oooh.that's a good one. Putting that in the library for future use"  
[X Link](https://x.com/pickeringenergy/status/1592558414739431424)  2022-11-15T16:41Z 34.4K followers, [--] engagements


"Eyecatching - if you were wondering about "inventory" the $OVV + EnCap transaction cinched it. The entire shale industry is looking for more. And paying up to get it. A little scary on the micro (do the companies have what they say they have) but really bullish macro #EFT #OOTT"  
[X Link](https://x.com/pickeringenergy/status/1643425547165347841)  2023-04-05T01:29Z 34.4K followers, 28.9K engagements


"Another Energy In Transition podcast dropped this week featuring CEO Mickey McKee of Kodiak Gas Services - entrepreneurial success story recent IPO Permian gas play with demandsupply thru [----] at least. A good listen #EFT #OOTT @LowreyLand https://linktr.ee/energyintransition https://linktr.ee/energyintransition"  
[X Link](https://x.com/pickeringenergy/status/1725561069069050156)  2023-11-17T17:06Z 34.4K followers, [----] engagements


"Toby Keith had some of the best lines ever in country music. I aint as good as I once was but Im as good once as I ever was is a favorite. RIP. His passing at age [--] has this [--] year old questioning how I am spending my time"  
[X Link](https://x.com/pickeringenergy/status/1755001690108182761)  2024-02-06T22:53Z 34.4K followers, 18.7K engagements


"Happy 4th #EFT - July 5th day after Tday and Dec26-31 are often days with weird price action and inefficiencies. Lets see if we get some opportunities The second half of the year starts on Monday - whats your best idea I fear energy overall is a grind. Stockpicking critical"  
[X Link](https://x.com/pickeringenergy/status/1808625501243576686)  2024-07-03T22:14Z 34.4K followers, [----] engagements


"@TraceyRyniec Yesfiguring out the eventually timing is key to the trade piece of the piecoukd be sideways energy until tech gives up its market leadership"  
[X Link](https://x.com/pickeringenergy/status/1812991508720808040)  2024-07-15T23:23Z 34.4K followers, [--] engagements


"Big protest on deportations in Houston this afternoon. I live about [--] blocks from several I59 overpasses where people like to hang signs/flags. The massive phalanx of cars rolling thru my neighborhood blasting music (turned up to 11) isnt necessarily winning me over"  
[X Link](https://x.com/pickeringenergy/status/1886168140016501000)  2025-02-02T21:41Z 34.4K followers, 25.4K engagements


"I'm old enough to remember when the US President didn't argue with another world leader on national TV. Wow just wow. With friends like these"  
[X Link](https://x.com/pickeringenergy/status/1895536474508202245)  2025-02-28T18:08Z 34.4K followers, 49.4K engagements


"Others should emulate. This IS the way in a lower price environment. #EFT #OOTT https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-first-quarter-2025-results-and https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-first-quarter-2025-results-and"  
[X Link](https://x.com/pickeringenergy/status/1915162920142389475)  2025-04-23T21:56Z 34.4K followers, [----] engagements


"A $100B number being thrown around as a "commitment" oil companies could/will make to Venezuela (ongoing reminder interest doesn't equal willingness). But some context: [----] capex for Exxon Chevron Conoco Shell BP Total $110B. These majors have the money to do this #EFT Id normally say Fridays White House/oil exec meeting will be all hat no cattlebut actions around Ven have surprised me at every turn. Maybe US pulls another rabbit out of the hat (guarantees of some sort) and the re-opening accelerates Not likely but possible #EFT #OOTT https://t.co/ghqKoBVNfJ Id normally say Fridays White"  
[X Link](https://x.com/pickeringenergy/status/2009632500793135456)  2026-01-09T14:25Z 34.3K followers, 15.3K engagements


"Observation: Not a single shale-oriented independent E&P player was in attendance. No $EOG $FANG $DVN etc. None of these folks likely to be a Ven player and probably none of them loving what is happening as the US pushes/sponsors a bunch of competitive barrels in Venezuela"  
[X Link](https://x.com/pickeringenergy/status/2009767334815096961)  2026-01-09T23:20Z 34.4K followers, 12.8K engagements


"Repsol (producing 45kbopd ready to 2x-3x) TallGrass (lots of pipe opportunities) $MPC (ready to process Ven crude) Hilcorp (fully committed ready to go) $HAL (CEO lived in Ven for [--] years company had to leave after [----] sanctions) Aspect Energy (self professed wildcatter)"  
[X Link](https://x.com/pickeringenergy/status/2009768614514004387)  2026-01-09T23:25Z 34.4K followers, [----] engagements


"$ENI (500 people in-country 4Bbbls reserves ready to invest US companies can put $$ into ENI projects) Ross Perot (will take a look at Ven.now in Kurdistan Syria and Libya yikes) Shell (drilled Vens first oil well in [----] producing 1mmbopd when nationalized in 1970s)"  
[X Link](https://x.com/pickeringenergy/status/2009768616229560467)  2026-01-09T23:25Z 34.4K followers, [----] engagements


"Why do we pay attention to Harold Hamm Because he's made a ton of money in the oil business (which isn't easy) and has no public shareholders to worry about. So his focus is on "the right answer" and he doesn't care about production growth.he cares about money"  
[X Link](https://x.com/pickeringenergy/status/2013078231864218060)  2026-01-19T02:37Z 34.3K followers, 27.7K engagements


"We know many in OPEC+ have all-in social costs well above current levels.but that hasn't stopped them (particularly Saudi) from ramping production. They've left the door open to cut again - but will they really cut so quickly after ramping Maybe not if Trump is arm-twisting"  
[X Link](https://x.com/pickeringenergy/status/2013078245625716762)  2026-01-19T02:37Z 34.3K followers, [----] engagements


"Perhaps Continental's Bakken scaleback is a hint of things to come. Perhaps US shale is blinking first. Many folks say "Exxon and Chevron and the big Permian players are going to drill through this". Maybe but will shareholders exert pressure on them if oil dives"  
[X Link](https://x.com/pickeringenergy/status/2013078247794167829)  2026-01-19T02:37Z 34.3K followers, [----] engagements


"Yet again I was lured back into being excited about my Houston Texans. Even wore a jersey in my house to watch today's game. Went to the man cave to avoid being disturbed and missing any of the action. Embarassing in retrospect. It's my fault it really is. @HoustonTexans"  
[X Link](https://x.com/pickeringenergy/status/2013080854738715102)  2026-01-19T02:47Z 34.3K followers, [----] engagements


"@TXOil Wait.what did I miss.did #WrongWayJimmy say something about $SOC If so what Good lord please don't say he was bullish"  
[X Link](https://x.com/pickeringenergy/status/2014890581223211270)  2026-01-24T02:38Z 34.3K followers, [----] engagements


"Rubio yesterday to Senate Foreign Relations Committee: "There's no world in which the United States is subsidizing investment in Venezuelan oil" Meanwhile from Exxon headquarters #EFT #OOTT"  
[X Link](https://x.com/pickeringenergy/status/2016886583702454544)  2026-01-29T14:50Z 34.4K followers, [----] engagements


"I think this might be the equivalent of me getting on the Golf Channel to talk about improving your short game"  
[X Link](https://x.com/pickeringenergy/status/2018525538978345134)  2026-02-03T03:22Z 34.4K followers, 11K engagements


"WTI rallies every time Iran/US tensions rise. It should. On a risk-weighted basis if something notably bad erupts in the Middle East that results in meaningful supply disruption oil prices are going high (think $100+). So oil should have a risk-weighted premium"  
[X Link](https://x.com/pickeringenergy/status/2019823004453319127)  2026-02-06T17:18Z 34.4K followers, [----] engagements


"Of course the key question is how much premium and for how long I see it as TWO things have to happen. First tensions have to turn into something more meangingful (like summer 2025) and second a conflict has to result in some sort of damage to Middle East production/supply"  
[X Link](https://x.com/pickeringenergy/status/2019823007993352483)  2026-02-06T17:18Z 34.4K followers, [----] engagements


"Taking a step back why would oil prices go high 30mmbopd are produced by Iran (3.5mmbopd) or within [---] miles of Iran borders. Thats 30% of global supply. 20mmbopd moves thru the Straits of Hormuz (on Iran's border). If you shut off even a fraction of this.oil prices go up"  
[X Link](https://x.com/pickeringenergy/status/2019823011256496206)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"If you think my high/low oil prices are incorrect input your own. If you are a $50 low $100 high then the current market implied risk is 28% (using same formula above). Build your own adventure $40/$120 $60/$150 etc"  
[X Link](https://x.com/pickeringenergy/status/2019823027031273905)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"Why bother with all this If equities go up with oil price and oil price is going up because of an Iran premium you can make some sort of educated guess on whether or not you want to buy/sell/hold your energy stocks. The more Iran premium the more of an Iran bet you are making"  
[X Link](https://x.com/pickeringenergy/status/2019823029740802476)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"Now that we have a formula/methodolgy we have to make a qualitative assessment of whether the implied probabilities (at 20% in $55/$100 scenario) make things "cheap" or "expensive". The past [--] years of history say that Iran conflicts don't result in production disruptions"  
[X Link](https://x.com/pickeringenergy/status/2019823032479674696)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"On September 14th [----] Iran lobbed a missle into Saudi's Abqaiq processing facility (7mmbopd). During that period oil had drifted from $52 in July [----] to mid$50's on tensions.then spiked to $62/bbl on the first trading day following the Sept 14th attack"  
[X Link](https://x.com/pickeringenergy/status/2019823035365384341)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"It held above $60 for another day then moved back to $52 by late September. Why Iran's missile hit a spot that was repaired within weeks. That seems like a message not an attempt at a lethal blow. Tensions eased the premium evaporated"  
[X Link](https://x.com/pickeringenergy/status/2019823038569869446)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"Looking at the conflict with Iran last summer (yep it was just June [--] [----] that bombs were flying in Iran). WTI oil traded +$10/bbl intraday on June 13th and settled +$5/bbl at $73.proceeds to drift up to $75/bbl on June 19th. Here's where it gets interesting"  
[X Link](https://x.com/pickeringenergy/status/2019823041728115109)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"On June 23rd Iran launched a missle at US air base in Qatar (after signaling its intentions). Oil closed at $69. Cease fire announced June 24th oil closes $64.right back at pre-crisis levels. Tensions eased the premium evaporated"  
[X Link](https://x.com/pickeringenergy/status/2019823044768985365)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"Iran could have mined the Straits of Hormuz they didn't. They could have lobbed missiles into Saudi oilfields they didn't. The Israelis or US could have bombed Iranian oilfields and infrastructure. They didn't. There was no disruption. Just like 2019"  
[X Link](https://x.com/pickeringenergy/status/2019823047856001195)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"ACTIONS by both parties have shown that damaging Iranian or Middle East oil production is a third rail type of action. Developed countries want uninterupted oil flow and low gasoline prices. If Iran removes that they invite harsher actions/retaliation"  
[X Link](https://x.com/pickeringenergy/status/2019823050980749462)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"If US hurts Iran oil production the US is hurting itself (high oil/gasoline). And if the US overtly pushes regime change leaving Iran no off-ramps or "nothing to lose" then Iran could lash out (high oil/gasoline). Does Trump really want that in front of the midterms"  
[X Link](https://x.com/pickeringenergy/status/2019823054042591278)  2026-02-06T17:18Z 34.4K followers, [---] engagements


"I put all these ingredients in a blender and come up with the conclusion that even if the likelihood of a conflict US/Iran is high the probability of meanignful supply reduction is low. Thus FOR ME implied odds of 20-30% conflict+disruption feels too high"  
[X Link](https://x.com/pickeringenergy/status/2019823056986980683)  2026-02-06T17:18Z 34.4K followers, [---] engagements

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