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[@Energy_Tidbits](/creator/twitter/Energy_Tidbits)
"Surely the 1st call on TotalEnergies Q2 call on Tues will be re👇07/17 post Increasing chatter/speculation for them to restart their Mozambique #LNG. But the below All Africa reports says Total will need a massive security island concept implemented to restart. #oott #NatGas"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947346106918060124) 2025-07-21 17:21:06 UTC 12.9K followers, 3413 engagements


"Negative for WCS less WTI diffs. US increasing WoW medium/heavy oil imports for July XX week from: Saudi +375000 b/d WoW Iraq +150000 Colombia +330000 Medium/heavy WoW decreases from: Canada -573000 b/d WoW Ecuador -225000 #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945655404895384031) 2025-07-17 01:22:51 UTC 12.9K followers, 10.4K engagements


"A much hotter YoY May 2025 in Saudi Arabia led to a big jump up YoY in #Oil used for electricity. June 2025 was hot but June 2024 was hotter so points to some lower YoY oil for electricity. Thx @staunovo for all the Saudi JODI graphs #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947330834341450100) 2025-07-21 16:20:25 UTC 12.9K followers, 3358 engagements


"Ouch More straight talk from @Ryanair CEO O'Leary. ". as long as the closing booking trend remains strong. As long as we don't encounter any unforeseen adverse developments on safety terrorism war pestilence or stupidity out of the White House." Ryanair shares +6.7%. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947339289496264706) 2025-07-21 16:54:01 UTC 12.9K followers, 3348 engagements


"Big YoY drop continues in Stellantis car shipments in N.A down XX% YoY in Q2 and down XX% YoY for H1. Stellantis new focus is back to ICE. Tim Kuniskis (President of Ram brand) 👇June's ad on return of Hemi V8. "We own it. We got it wrong. And we're fixing it. You hear that. That's our Hemi and it's saying "I'm back" . You want more. Buckle Up. Ram is coming back to NASCAR." #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947416032945045785) 2025-07-21 21:58:58 UTC 12.9K followers, 1346 engagements


"Key Cdn "OIL" play advantages vs US "OIL" plays. See 👇May XX memo excerpt. $SCR says MEG acquisition "is generally getting more of what we already have which is long-life low-decline high free cash flow oil." Permian is high decline. See 02/12/24 post $FANG said base Permian decline is XX% See 05/12/25 post. Cdn conventional light/medium oil plays are no-frack plays. See my 👇last night post on EIA STEO Jul shows gas % of total boe production keeps increasing in Bakken & Permian "oil" plays. #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943436925249139054) 2025-07-10 22:27:24 UTC 12.9K followers, 2981 engagements


"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267007160393773) 2025-07-18 17:53:09 UTC 12.9K followers, 1698 engagements


"Vortexa crude oil floating storage -XXXX mmb WoW to XXXXX mmb on 07/18 But 07/11 revised +3.52 mmb to XXXXX mmb. Asia -XXXX mmb WoW to XXXXX mmb. And no major revisions in prior seven wks. Still well above XXXXX mmb on 04/11 at start of Trump tariff war. Market watchers will stay cautious to see how OPEC+8 increases its +0.548 mmb increase get absorbed. Thx @vortexa @business #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946593021803528599) 2025-07-19 15:28:37 UTC 12.9K followers, 2827 engagements


"Saudi Aramco CEO Nasser ".our expectation for the rest of the year to average XXX to XXX million barrels of demand growth driven by demand not only in developing countries but we've seen gasoline spike in the US.we see healthy global demand will continue to increase over the longer term" Thx @anasalhajji for all the video clips from Vienna. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1942952503257243676) 2025-07-09 14:22:29 UTC 12.9K followers, 6796 engagements


"Libya #Oil production continues steady. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946607949461483712) 2025-07-19 16:27:56 UTC 12.9K followers, 2084 engagements


"Finally US #Oil imports from Venezuela are zero for 07/11 week. Taken a long time considering Chevron said on May X no longer flowing to US and only an X day tanker trip. @EIAgov oil imports from VEN Week ended: 04/18: XXX kbd 04/25: XXX 05/02: XXX 05/09: XXX 05/16: XX 05/23: XXX 05/30: XXX 06/06: XXX 06/13: XXX 06/20: XX 06/27: XX 07/04: XX 07/11: zero #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945653747654512983) 2025-07-17 01:16:16 UTC 12.9K followers, 3141 engagements


"China pledges to bring rational approach to New Energy Vehicles market ie. stop the big price cutting and hit to margins. Xinhua (state media). Don't forget China ICE sales are still big See my 👇Jul X post. #EVs #BEVs #PHEVs #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946362777389633944) 2025-07-19 00:13:42 UTC 12.9K followers, 2034 engagements


"Boe/d is the sum of oil NGLs and natural gas production converted to a barrels of oil equivalent per day. So when Chevron says its Permian LT target is X mmboe/d that is XX% or 440000 boe/d crude oil 270000 boe/d NGLs and 290000 boe/d #NatGas. Chevron's Niemeyer saying cutting rigs/frack spreads as it nears its LT target X mmboe/d will reduce capex to maintain its X mmboe/d. reports @CrowleyKev. This is exactly what CEO Wirth said in Q4/24. See my 👇12/08/24 post. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946020219656536160) 2025-07-18 01:32:30 UTC 12.9K followers, 4599 engagements


"11th consecutive week of declining WoW US oil rigs at work. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +9.1% or +9 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised today to XXX oil XXX gas. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943806487220170835) 2025-07-11 22:55:55 UTC 12.9K followers, 3903 engagements


"Chevron's X mmboe/d Permian production is a reminder that US top shale/tight "OIL" plays like Bakken and Permian get gassier as the play matures. Oil % of total Permian boe/d production: 2024: XXXX% 2023: XXXX% 2022: XXXX% Fits my 👇July X post. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946022486988279830) 2025-07-18 01:41:30 UTC 12.9K followers, 3902 engagements


"Excitement in Cdn #Oil patch. Strathcona Resources $SCR announces intention to comments unsolicited takeover bid for MEG Energy. Quality assets of scale Don't forget Waterous family have made big strategic moves in Cdn oil patch for decades. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1923348126330490897) 2025-05-16 12:01:42 UTC 12.9K followers, 2788 engagements


"Hurricane Track Map Rule of Thumb. NHC only puts XX% chance to reach cyclone strength but path is towards Dominican Republic. See my 👇06/27/24 post on Hurricanes that move south of DR are the ones that are likely to hit Yucatan or come into GoM to hit Gulf Coast. #oott #NatGas"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947129101543965095) 2025-07-21 02:58:48 UTC 12.9K followers, 2113 engagements


"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267069168898129) 2025-07-18 17:53:23 UTC 12.9K followers, 2233 engagements


"No surprise US EV co's increasing incentives for buyers to step up in Jul/Aug/Sep to buy new EVs before incentives are gone. But expect big QoQ drop in Q4. "If youre an American looking to buy a car right now youll notice an awful lot of deals on electric vehicles. Ford is offering free home chargers; its also offering EV loans at X percent as are Chevy Hyundai Nissan Polestar Toyota and Volkswagen. Lots of EV-makers are offering cash bonuses and leases are shockingly cheap. In short its a great time to buy your first electric car." @jwherrman Big Beautiful Bill ending #EV credits Sept 30."  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945973370023211099) 2025-07-17 22:26:20 UTC 12.9K followers, 2311 engagements


"China exports of rare earths in June. US up in June but still way way down from early in 2025. Big YoY jump in rare earth exports to Thailand would seem to point to re-export to somewhere See 👇@chigrl post #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946929806312177825) 2025-07-20 13:46:52 UTC 12.9K followers, 1778 engagements


"WOW What TotalEnergies reportedly wants for security to restart its Mozambique LNG. "Pouyanne says TotalEnergies will only start if it can convert the Afungi peninsula into a fortress with no gates and no access by land. People and cargoes would have to arrive and leave only by air or sea; Afungi already has a large landing strip and dock. TotalEnergies is already working with Rwandan military on anti-drone protection and on naval protection probably requiring control of the sea for X to XX kilometres off shore. Lifting force majeure also requires that the agreement with Rwanda to provide"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946028160069578770) 2025-07-18 02:04:03 UTC 12.9K followers, 6651 engagements


"ICYMI @BLS_gov CPI data for June released July XX. June beef & veal +10.6% YoY and +2.4% MoM. A key factor was per my 👇May XX post that beef prices were going up when US suspended all live cattle from Mexico effective immediately"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947439770394579202) 2025-07-21 23:33:17 UTC 12.9K followers, 1326 engagements