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[@Energy_Tidbits](/creator/twitter/Energy_Tidbits)
"One for the #oil bulls. @conocophillips CEO "We dont see floating inventories rising we dont see a lot more medium-sour crude coming into the US Gulf Coast which typically happens if theres a lot of spare capacity "You look at the physical market you dont see that playing itself out he said. So there could be a collision coming. Were all watching some of those kinds of signals wondering: when is the bearishness going to kick in Is there going to be a big flood of supply which we frankly dont see A lot of the OPEC+ increases were paper barrels they were already in the market. Thx"  
[X Link](https://x.com/Energy_Tidbits/status/1978285649632579728) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-15T02:23Z 13.7K followers, 37.3K engagements


"Cautious US consumer. "we serve young families stretching their budgets retirees living on a fixed income college kids outfanding a dorm and increasingly higher income households.Higher income households are our fastest growing cohort proving that our value resonates across all income brackets." Dollar Tree CEO. Medium to high income households probably make up at least XX% of Dollar Tree revenues. High income (new customers) X% Medium to high income (occasional customers) 26%. Pls medium income is a portion of the low to medium income (monthly customers) that are 43%"  
[X Link](https://x.com/Energy_Tidbits/status/1979236434814046235) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-17T17:21Z 13.7K followers, 1937 engagements


"ICYMI. @LibertyEnergyCo CEO Gusek (successor as CEO to Energy Sec Wright) closes his Q3 call with blunt criticism of Trump tariffs. "Accepting mediocrity is just bad business bad for competitiveness bad for consumers and bad for investors. Unfortunately the current punitive tariff policies are doing just that. Tariffs make the economy less efficient. They are a path to mediocrity not excellence. " #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1979713646231171315) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-19T00:58Z 13.7K followers, 2767 engagements


"OMV is another European integrated #Oil #NatGas #Energy company to go slower on renewables and faster on #NatGas To adjust renewables = go slower on renewables. "in the renewables area OMV is adjusting the pace." "at the same time the investment cycles in geothermal are being adjusted" Higher exploration for #Natbas points to the "bridging" period being a very long time. "As an important bridging technology gas is considered a key growth driver for OMV in the Energy segment. This is underpinned by higher investments in exploration and production." #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1975302675450548676) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-06T20:50Z 13.7K followers, 2037 engagements


"Don't have the details but looks like OMV has an approx XX% annual decline rate in its base #Oil #NatGas production. Seems reasonable for an integrated #Oil #NatGas player that isn't big in high decline shale. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1975309566381531461) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-06T21:17Z 13.7K followers, 1880 engagements


"WTI $XX has exceeded all expectations on how oil would crash if OPEC+ brought back too much oil. And OPEC+ brought back way more oil than expected. But Oct is really the start of the key test period. Will and by how much will OECD oil inventories increase in the normal seasonal build like in the US. #ooff"  
[X Link](https://x.com/Energy_Tidbits/status/1975890460578308563) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-08T11:46Z 13.7K followers, 24.4K engagements


"Keystone XL reportedly put on the table by Carney to Trump yesterday as a bargaining chip reports @CTVNews @mikelecouteur @VassyKapelos See my 👇02/25 post Trump wanted Keystone XL built either by TC Energy or another pipeline co. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1976032025904808188) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-08T21:08Z 13.7K followers, 4224 engagements


"Low/middle income households around the world "they're very stretched" says PepsiCo CEO. ". affordability is also a reality. I think when you look at low-income households or middle-income households they're very stretched. Fixed cost of living are going up around the world and that will create the need for affordability and value and price points and cost consciousness also for the foreseeable future" "overall the consumer is I would say stressed all over the world. We the consumer making very choiceful decisions in many parts of the world in China for sure.""  
[X Link](https://x.com/Energy_Tidbits/status/1976473142601318685) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-10T02:21Z 13.7K followers, 1578 engagements


"China higher domestic #NatGas production = lower China #LNG imports. China LNG imports -1.78bcf YoY to XXXX bcf/d thru 10/12/25. See my 👇09/14 post: China domestic #NatGas production Aug 2025 +6.1% YoY +1.4 bcf/d YoY to XXXX bcf/d. July 2025: +7.8% YoY or +1.8 bcf/d YoY to XXXX bcf/d. Thx @BloombergNEF #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1978100499175125086) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-14T14:08Z 13.7K followers, 3160 engagements


"Near term oil oversupply view from Gunvor and Trafigura. Gunvor CEO. "we have heard it before and people have been burned on that. But this time around at this stage I think theres a bit more substance in the oversupplied narrative. Trafigura "Weve only known for the past XX months that the surplus is coming "The reality is it probably goes lower from here. Thx @business @megacontango Grant Smith. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1978288686254194912) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-15T02:35Z 13.7K followers, 13.3K engagements


"Good reminder from @EIAgov on why how cold it is in Midwest Great Lakes and NE US is the key driver for winter #NatGas prices. #NatGas is the dominant heat fuel for these regions. Thx @EIAgov for working thru govt shutdown. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1978635668138962976) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-16T01:34Z 13.7K followers, 4994 engagements


"Doesn't sound like India is going to stop buying Russian #Oil. Below is India's formal response to Trump "i was not happy that India was buying oil and he Modi assured me today they will not be buying oil from Russia." #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1978784024803082381) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-16T11:24Z 13.7K followers, 7478 engagements


"Caution for #LNG going into the winter. Japan Meteorological Agency Oct XX update forecasts a warmer than normal 1st half of Nov (Nov X thru 14) across all of Japan. This fits with JMA's forecast for a warmer than normal Nov start to winter across Japan. See my 👇09/22 post. #oott #NatGas"  
[X Link](https://x.com/Energy_Tidbits/status/1978921868972441839) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-16T20:31Z 13.7K followers, 1734 engagements


"There continues to be huge swarms of earthquakes X magnitude around San Jose del Cabo. The last three days (Oct XX XX 16) have seen XX earthquakes X to X magnitude around Palmilla. Incl five on the Palmilla golf course. It's unbelievable how the earthquakes went from basically nothing a couple years ago to what is happening in the last XX months"  
[X Link](https://x.com/Energy_Tidbits/status/1978926492987068600) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-16T20:50Z 13.7K followers, 1129 engagements


"India says Modi did not speak to Trump on Wed their last conversation was Oct X. See 👇@MattooShashank report. Whereas Trump on Wed said Modi assured him on Wed that they will not be buying #Oil from Russia. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1978952751167234457) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-16T22:34Z 13.7K followers, 4339 engagements


"Our 14-yr old maltese Chai. She continues to have the energy and enthusiasm as a puppy and hard to resist playing some fetch with that face staring at you"  
[X Link](https://x.com/Energy_Tidbits/status/1979229925745004892) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-17T16:56Z 13.7K followers, XXX engagements


"Potential positive for Cdn #Oil differentials if Colombia oil exports to US get impacted by Trump now targeting Colombia Pres Petro. Trump "Petro does nothing to stop it despite large scale payments and subsidies from the USA that are nothing more than a long term rip off of America. AS OF TODAY THESE PAYMENTS OR ANY OTHER FORM OF PAYMENT OR SUBSIDIES WILL NO LONGER BE MADE TO COLOMBIA." Don't forget Trump rolls US imports of Cdn #oil and #NatGas into his calculation of US subsidizing Canada. Less US oil imports from Colombia would be a small positive to Cdn #Oil. Colombia oil mostly goes to"  
[X Link](https://x.com/Energy_Tidbits/status/1980021941043138593) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-19T21:23Z 13.7K followers, 4009 engagements


"Trump to tariff Colombia "Trump told reports on Air Force One late Sunday that he would impose tariffs on Colombia as punishment for its drug trade and would announce the rate on Monday" reports @PattyLaya @SkylarWoodhouse #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1980075373531632099) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-20T00:55Z 13.7K followers, 2494 engagements


"China city level road congestion has been a negative China economic & #oil demand indicator since Trump Liberation Day. Other than Aug and Sept that were the first two higher YoY months for road congestion since Trump trade war started. China city-level road congestion -XXXX% YoY for MTD Oct XX following +4% YoY for Sept +7.2% YoY for Aug -XXX% YoY for July -XXX% YoY in June -XXX% YoY in May -XX% YoY in Apr and -X% YoY in Mar. More China road congestion = more cars and trucks on the road = more business/personal activity = more gasoline & diesel consumption. Still lots of new ICE cars being"  
[X Link](https://x.com/Energy_Tidbits/status/1978957178397692351) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-16T22:52Z 13.7K followers, 1917 engagements


"Post Zelensky meeting Trump "In my opinion they should stop the war immediately. You go by the battle line wherever it is. Otherwise its too complicated. Youll never be able to figure it out. You stop at the battle line reports @betsy_klein #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1979343069494546878) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-18T00:25Z 13.7K followers, 1238 engagements


"Strathcona going harder on MEG. Has increased it share position and now announces increased bid for MEG. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1965009508268454201) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-09-08T11:09Z 13.7K followers, 5788 engagements


"How the world has changed in XX years Had coffee with a long-time #oil person this week and we talked about the Arab Oil Embargo in 1973/74 as the game changer to the world of energy. Imagine if Israel/Hamas/Hezbollah had led to an Arab response like 1973 Was in college in the US Midwest and it was an immediate game changer #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1979357413536075825) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-18T01:22Z 13.7K followers, 3208 engagements


"WCS less WTI diffs widened $XXXX WoW to close at $XXXXX on 10/17. $XXXXX is low for this time of the year. WCS less WTI diffs are still lower than normal because of TMX start up in June 2024 and see 👇graph on how diffs normally widen in H2 but didn't in H2/24 and aren't widening so far in H2/25. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1979327916531159274) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-17T23:25Z 13.7K followers, 11.1K engagements


""Global oil oversupply is expected to peak during the first half of 2026. Many shale oil producers are targeting relatively flat oil production requiring modest activity improvement in the coming yar from current levels" "Oil and gas industry frac activity has now fallen below levels required to sustain North American oil production." @LibertyEnergyCo CEO. #oott"  
[X Link](https://x.com/Energy_Tidbits/status/1979720432199848409) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-19T01:25Z 13.7K followers, 13.8K engagements


"China consumers still being cautious. China consumer Sept retail sales down to +3.0% YoY vs Aug +3.4% YoY vs July +3.7% YoY June +4.8% YoY and May +6.4% YoY which was best YoY month since Dec 2023 But nowhere near pre-Covid steady +8-11% YoY. Retail sales YoY % Sept +3.0% YoY Aug +3.4% July +3.7% June +4.8% May +6.4% Apr +5.1% Mar +5.9% No Jan/Feb data 2024 Dec +3.7% Nov +3.0% Oct +4.8% Sep +3.2% Aug +2.1% July +2.7% Jun +2.0% May +3.7% Apr +2.3% Mar +3.1% No Jan/Feb data 2023 Dec +7.4% Nov +10.1% #oott Thx @business"  
[X Link](https://x.com/Energy_Tidbits/status/1980093355263725857) [@Energy_Tidbits](/creator/x/Energy_Tidbits) 2025-10-20T02:06Z 13.7K followers, 1085 engagements