[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Energy_Tidbits](/creator/twitter/Energy_Tidbits) "Time to put Australia on the multi-stage frac international watch list $HAL CEO highlighted Australia a couple of times as one of the new international unconventional play areas ie. Beetaloo Basin and Taroom Trough. See 👇recap by @angelamacd ie. notes Shell & other players. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947856019146575894) 2025-07-23 03:07:19 UTC 13K followers, 1659 engagements "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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947346106918060124) 2025-07-21 17:21:06 UTC 13K followers, 9324 engagements "Good morning Nikkei +3.5% on Trump post on Japan trade deal. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947992600130338926) 2025-07-23 12:10:02 UTC 12.9K followers, XXX engagements "Is there some modest upside to OPEC MOMR & EIA STEO Q2/25 oil demand forecasts OPEC fcasts Q2/25 is only +0.12 mmb/d QoQ EIA is only +0.16 mmb/d QoQ. But Hapag-Lloyd CEO says China to US cargo ship volumes jumped XX% and is now higher than pre-tariffs. Surely air cargo is also responding. Cargo ships/planes boost entire supply chain in China and in US. So a huge 90-day rush to be safe has to drive more diesel bunker oil gasoline jet fuel consumption. #OOTT"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1922773007162015766) 2025-05-14 21:56:22 UTC 13K followers, 2211 engagements "One of the advantages of updating something daily is that trends come to mind like how the Chinese stocks have been on a steady roll. Below i just updated for Asia close the comparison of CSI XXX Hang Seng Dow S&P and Nasdaq since Trump Liberation Day. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947633448275087516) 2025-07-22 12:22:54 UTC 13K followers, 4235 engagements "Looks like Libya NOC pushed out its X mmb/d of #Oil production target by 2-3 years. Today NOC says "work on relatively increasing oil production to reach X million barrels per day by 2030" 03/19/24: Libya Observer reported "Chairman of the National Oil Corporation Farhat Bengdara confirmed that the production will exceed XXX million barrels by the end of 2025 and reach two million within three years." #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948527956563034528) 2025-07-24 23:37:21 UTC 13K followers, 4051 engagements "Big hit to Cdn #Oil prices yesterday post Chevron restarting Venezuela oil. WCS less WTI diffs widened $XXXX on Friday to $XXXXX. Diffs would be a lot wider without TMX startup in June 2024. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1949076190310097127) 2025-07-26 11:55:50 UTC 13K followers, 1098 engagements "No change to the logic for why OPEC+8 expected to add back more oil on July X. Key item in OPEC June MOMR is global oil stocks continue low. OPEC June MOMR shows oil stocks well below 2015-2019 average with even less days of forward cover than May & Apr MOMRs. 👇my 05/03 post: OPEC gave "low inventories" as the specific measuring stick for "healthy market fundamentals" #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1940194312056389883) 2025-07-01 23:42:25 UTC 13K followers, 7985 engagements "Good morning Key markets as of approx 5:30am MT on July XX. Key Q2 reporting already reminding #NatGas #Oil won't be going away as fast as #NetZero plans ie. Enagas critical need for #NatGas ICE is driving GM results. This is a little spreadsheet I fill in the morning for a picture of key markets"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947622593281798558) 2025-07-22 11:39:45 UTC 13K followers, 2679 engagements "Good morning Key markets as of approx 5:30am MT on July XX. Copper almost at $XXX Pre-market attention grabbers: Chipotle -XX% Tesla -X% This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948347354224169390) 2025-07-24 11:39:42 UTC 13K followers, 1015 engagements "@barissanli Equinor didn't want to say how much Johan Sverdrup will decline but said it would come off plateau even with their investment. But i agree with your concept that investment at high enough levels will minimize declines"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948379053712662755) 2025-07-24 13:45:40 UTC 13K followers, XX engagements "13th consecutive week of declining WoW US oil rigs at work. US service co's in Q1 calls called for declining US oil rigs and increasing US gas rigs. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +23.2% or +23 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/25: XXX XXX 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"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948821068866896096) 2025-07-25 19:02:04 UTC 13K followers, 1289 engagements "More actuals reinforce Bakken #Oil production latest peak was in 👇Sept-Dec 2023 at XXXXX mmb/d. NDIC data today shows North Dakota oil production for May 2025 was XXXXX mmb/d -XXX% MoM and -XXX% YoY. And -XXXX% vs Sept-Dec 2023. #OOTT"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947769181086355669) 2025-07-22 21:22:15 UTC 12.9K followers, 8788 engagements "Alberta conventional oil condensate & oil sands production for Apr. Apr 2025 total XXXXX mmb/d was +1.9% YoY vs XXXXX mmb/d in Apr 2024 but -XXX% MoM vs XXXXX mmb/d in Mar 2025. See 👇my excel. Alberta produces as much as Iraq. Thx @staunovo for flagging. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1931098368920412267) 2025-06-06 21:18:23 UTC 13K followers, 1259 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943436925249139054) 2025-07-10 22:27:24 UTC 13K followers, 2997 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267007160393773) 2025-07-18 17:53:09 UTC 12.9K followers, 1723 engagements "is #1 in Ultra High Net Worth Individuals per capita CAN: XX XXX XXXXX% of 39mm US: 225077 XXXXX% of XXX m FRA: 24941 XXXXX% of 65mm DEU: 29021 XXXXX% of 83mm UK: 23072 XXXXX% of 68mm JAP: 21710 XXXXX% of 123mm CHN: 98551 XXXXX% of 1426mm Thx @VisualCap @knightfrank #OOTT"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1767701782879232043) 2024-03-12 23:58:42 UTC 13K followers, 2949 engagements "OPEC July MOMR no change vs June MOMR in oil demand growth forecasts for 2025 and 2026. 2024: +1.45 mmb/d YoY to XXXXXX mmb/d (no change). 2025: +1.29 mmb/d YoY to XXXXXX mmb/d (no change). 2026: +1.29 mmb/d YoY to XXXXXX mmb/d YoY to XXXXXX mmb/d (no change). Note rounding difference to OPEC MOMR of +1.28 mmb/d YoY. See my 👇table for current EIA IEA OPEC Saudi Aramco oil demand growth forecasts. #OOTT"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945190063266259203) 2025-07-15 18:33:45 UTC 13K followers, 1718 engagements "Good morning Key markets as of approx 5:30am MT on July XX. More US financial just reported: Goldman Morgan Stanley BofA. This is a little spreadsheet I fill in the morning for a picture of key markets"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945447100394967324) 2025-07-16 11:35:08 UTC 12.9K followers, XXX engagements "TotalEnergies CEO points to decision on restart Mozambique #LNG by Sep XX. Was surprised analysts did not ask mgmt on my 👇July XX post on what TotalEnergies reportedly needs for security before a restart especially as CEO brought up need for alignment on security with govt. Still expects to make restart decision this summer ie. before Sept XX. CEO "i need to have all the strong alignment between parties security everything. I would say it's important. And we are working on it. And again summer I said summer. So summer ends September XX so give me time." #oott #NatGas"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948555375017644519) 2025-07-25 01:26:18 UTC 13K followers, 3451 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1942952503257243676) 2025-07-09 14:22:29 UTC 13K followers, 6799 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946362777389633944) 2025-07-19 00:13:42 UTC 13K followers, 2074 engagements "Germany says it urgently needs more investments #NatGas fired power plants to have a stable power supply. 24/7 #NatGas and #Coal stepped in for Germany in H1/25 when wind wasn't blowing. Despite wind & solar capacity adds in 2024 renewable produced less kWh and XX% of electricity in H1/25 vs XX% in H1/24. Germany highlighted ". we also urgently need the basis on which companies can make appropriate decisions for the necessary investments in H2-ready and gas-fired power plants. With their secured power and storage systems a stable power supply is possible" #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945282652216680758) 2025-07-16 00:41:40 UTC 12.9K followers, 4758 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943806487220170835) 2025-07-11 22:55:55 UTC 12.9K followers, 3920 engagements ""It's the start of that what we see as a recovering Germany economy" Deutsche Bank CEO Sewing. "see significant potential . from growth stimulus defense spending and structural reform in Europe. " "also see increasing global investor demand to deploy funds into the German economy". Thx @business transcript. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948561936620421420) 2025-07-25 01:52:22 UTC 13K followers, 1736 engagements "321 crack spreads -$0.19 WoW to $XXXXX on 07/25. WTI -$2.18 WoW to $XXXXX on 07/25. Reminds WTI is more impacted by global items/factors (ie. Chevron resuming Venezuela oil) than cracks. $XXXXX crack spreads provide enough margin for refiners to keep drawing crude. Normally crack spreads tend to seasonally weaken in July. Thx @business #OOTT"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948894998742925366) 2025-07-25 23:55:51 UTC 13K followers, 1308 engagements "Reminder $XX oil leads to some marginal Bakken oil being shut-in due to price. ND Director of Mineral Resources Nathan Anderson. At 2:25 min ". there was a lower oil price environment in the month of April and May and operators certain operators decide to made the decision to curtail some production in certain areas of the state" #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947776440503832923) 2025-07-22 21:51:06 UTC 13K followers, 3977 engagements "ICYMI. Nikkei +3.5% on Trump's Japan trade deal post. Nothing yet posted on White House website. #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947994170330890622) 2025-07-23 12:16:16 UTC 13K followers, XXX engagements "TotalEnergies Q2 release is Thursday and not today"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947657397759316345) 2025-07-22 13:58:04 UTC 12.9K followers, 1220 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1923348126330490897) 2025-05-16 12:01:42 UTC 13K followers, 2791 engagements ""Global shift toward discount retail is a long-term trend" Loblaw CEO. "Sales volume on T items tariff items) declined in the quarter. We are now seeing assets with a a declining by more than 15%". "they're looking out for value more than we have ever seen." "the growth in spend in Canada slowed quite significantly. And we have our own credit card data that also corroborates that information. So clearly customers are more hesitant to spend." Thx @business transcripts"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948568103375569321) 2025-07-25 02:16:53 UTC 13K followers, 1073 engagements "Big YoY drop in EU June new car sales with June -XXX% YoY following May +1.6% YoY Apr +1.3% YoY & Mar -XXX% YoY. YTD June is now -XXX% YoY. BEV PHEV & BEV all up YoY Petrol & Diesel down big. BEV June +7.8% YoY to XXXX% share vs 14.3%. YTD XXXX% share vs 12.5%. PHEV up big. June +41.6% YoY to XXX% share vs 6.1%. YTD XXX% share vs 6.9%. HEV June +6.1% YoY to XXXX% share vs 29.6%. YTD XXXX% share vs 29.2%. HEVs moved to #1 share by getting Petrol buyers to switch. Petrol down big. June -XXXX% YoY to XXXX% share vs 34.4%. YTD XXXX% share vs 35.4%. Diesel down big. June -XXXX% YoY to XXX% share"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948485283843920212) 2025-07-24 20:47:47 UTC 13K followers, 1478 engagements "Usual straight talk from @Ryanair CEO O'Leary. Ryanair shares +6.7% post quarterly results. @Ryanair CEO reminds that post summer rush "as is normal at this time of year we have zero H2 visibility. We've only X% of our seats sold for the 2nd half" #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1947338276609655032) 2025-07-21 16:49:59 UTC 13K followers, XXX 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267069168898129) 2025-07-18 17:53:23 UTC 12.9K followers, 2249 engagements "Negative for Cdn heavy/medium crude. Looks like Venezuela oil will be returning to Gulf Coast refineries after finally getting back to zero. @WSJ reports "Chevron is regaining the ability to pump oil in Venezuela from the Trump administration people familiar with the move said. Details of the agreement were still unclear but it follows recent discussions involving President Trump and Secretary of State Marco Rubio and comes amid last weeks prisoner swap that released all XX remaining Americans who were detained by the Venezuelan government people familiar with the matter said." #oott"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948492486789214648) 2025-07-24 21:16:24 UTC 13K followers, 4021 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945973370023211099) 2025-07-17 22:26:20 UTC 13K followers, 2338 engagements "Germany June new car sales down big -XXXX% YoY after May was 1st up YoY month in 2025 at +1.2%. PHEV up big BEV & HEV up and Petrol & Diesel down big. BEV: Continue strong in 2025 after brutal 2024. June +8.6% YoY to XXXX% share vs 14.6%. YTD XXXX% share vs 12.5%. PHEV: Up big. June +66.4% YoY to XXXX% share vs 5.21%. YTD XXX% share vs 6.1%. HEV: HEV is now #1 share in 2025. June +1.0% YoY to XXXX% share vs 24.4%. YTD XXXX% share vs 24.7%. Petrol down big. June -XXXX% YoY to XXXX% share vs 37.6%. YTD XXXX% share vs 37.4%. Diesel down big. June -XXXX% YoY to XXXX% share vs 17.7%. YTD 15.1%"  [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1948487672336355551) 2025-07-24 20:57:16 UTC 13K followers, XXX 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](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946028160069578770) 2025-07-18 02:04:03 UTC 13K followers, 8009 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Energy_Tidbits
"Time to put Australia on the multi-stage frac international watch list $HAL CEO highlighted Australia a couple of times as one of the new international unconventional play areas ie. Beetaloo Basin and Taroom Trough. See 👇recap by @angelamacd ie. notes Shell & other players. #oott"
@Energy_Tidbits on X 2025-07-23 03:07:19 UTC 13K followers, 1659 engagements
"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 on X 2025-07-21 17:21:06 UTC 13K followers, 9324 engagements
"Good morning Nikkei +3.5% on Trump post on Japan trade deal. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott" @Energy_Tidbits on X 2025-07-23 12:10:02 UTC 12.9K followers, XXX engagements
"Is there some modest upside to OPEC MOMR & EIA STEO Q2/25 oil demand forecasts OPEC fcasts Q2/25 is only +0.12 mmb/d QoQ EIA is only +0.16 mmb/d QoQ. But Hapag-Lloyd CEO says China to US cargo ship volumes jumped XX% and is now higher than pre-tariffs. Surely air cargo is also responding. Cargo ships/planes boost entire supply chain in China and in US. So a huge 90-day rush to be safe has to drive more diesel bunker oil gasoline jet fuel consumption. #OOTT" @Energy_Tidbits on X 2025-05-14 21:56:22 UTC 13K followers, 2211 engagements
"One of the advantages of updating something daily is that trends come to mind like how the Chinese stocks have been on a steady roll. Below i just updated for Asia close the comparison of CSI XXX Hang Seng Dow S&P and Nasdaq since Trump Liberation Day. #oott" @Energy_Tidbits on X 2025-07-22 12:22:54 UTC 13K followers, 4235 engagements
"Looks like Libya NOC pushed out its X mmb/d of #Oil production target by 2-3 years. Today NOC says "work on relatively increasing oil production to reach X million barrels per day by 2030" 03/19/24: Libya Observer reported "Chairman of the National Oil Corporation Farhat Bengdara confirmed that the production will exceed XXX million barrels by the end of 2025 and reach two million within three years." #oott" @Energy_Tidbits on X 2025-07-24 23:37:21 UTC 13K followers, 4051 engagements
"Big hit to Cdn #Oil prices yesterday post Chevron restarting Venezuela oil. WCS less WTI diffs widened $XXXX on Friday to $XXXXX. Diffs would be a lot wider without TMX startup in June 2024. #oott" @Energy_Tidbits on X 2025-07-26 11:55:50 UTC 13K followers, 1098 engagements
"No change to the logic for why OPEC+8 expected to add back more oil on July X. Key item in OPEC June MOMR is global oil stocks continue low. OPEC June MOMR shows oil stocks well below 2015-2019 average with even less days of forward cover than May & Apr MOMRs. 👇my 05/03 post: OPEC gave "low inventories" as the specific measuring stick for "healthy market fundamentals" #oott" @Energy_Tidbits on X 2025-07-01 23:42:25 UTC 13K followers, 7985 engagements
"Good morning Key markets as of approx 5:30am MT on July XX. Key Q2 reporting already reminding #NatGas #Oil won't be going away as fast as #NetZero plans ie. Enagas critical need for #NatGas ICE is driving GM results. This is a little spreadsheet I fill in the morning for a picture of key markets" @Energy_Tidbits on X 2025-07-22 11:39:45 UTC 13K followers, 2679 engagements
"Good morning Key markets as of approx 5:30am MT on July XX. Copper almost at $XXX Pre-market attention grabbers: Chipotle -XX% Tesla -X% This is a little spreadsheet I fill in the morning for a picture of key markets. #oott" @Energy_Tidbits on X 2025-07-24 11:39:42 UTC 13K followers, 1015 engagements
"@barissanli Equinor didn't want to say how much Johan Sverdrup will decline but said it would come off plateau even with their investment. But i agree with your concept that investment at high enough levels will minimize declines" @Energy_Tidbits on X 2025-07-24 13:45:40 UTC 13K followers, XX engagements
"13th consecutive week of declining WoW US oil rigs at work. US service co's in Q1 calls called for declining US oil rigs and increasing US gas rigs. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +23.2% or +23 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/25: XXX XXX 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" @Energy_Tidbits on X 2025-07-25 19:02:04 UTC 13K followers, 1289 engagements
"More actuals reinforce Bakken #Oil production latest peak was in 👇Sept-Dec 2023 at XXXXX mmb/d. NDIC data today shows North Dakota oil production for May 2025 was XXXXX mmb/d -XXX% MoM and -XXX% YoY. And -XXXX% vs Sept-Dec 2023. #OOTT" @Energy_Tidbits on X 2025-07-22 21:22:15 UTC 12.9K followers, 8788 engagements
"Alberta conventional oil condensate & oil sands production for Apr. Apr 2025 total XXXXX mmb/d was +1.9% YoY vs XXXXX mmb/d in Apr 2024 but -XXX% MoM vs XXXXX mmb/d in Mar 2025. See 👇my excel. Alberta produces as much as Iraq. Thx @staunovo for flagging. #oott" @Energy_Tidbits on X 2025-06-06 21:18:23 UTC 13K followers, 1259 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 on X 2025-07-10 22:27:24 UTC 13K followers, 2997 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 on X 2025-07-18 17:53:09 UTC 12.9K followers, 1723 engagements
"is #1 in Ultra High Net Worth Individuals per capita CAN: XX XXX XXXXX% of 39mm US: 225077 XXXXX% of XXX m FRA: 24941 XXXXX% of 65mm DEU: 29021 XXXXX% of 83mm UK: 23072 XXXXX% of 68mm JAP: 21710 XXXXX% of 123mm CHN: 98551 XXXXX% of 1426mm Thx @VisualCap @knightfrank #OOTT" @Energy_Tidbits on X 2024-03-12 23:58:42 UTC 13K followers, 2949 engagements
"OPEC July MOMR no change vs June MOMR in oil demand growth forecasts for 2025 and 2026. 2024: +1.45 mmb/d YoY to XXXXXX mmb/d (no change). 2025: +1.29 mmb/d YoY to XXXXXX mmb/d (no change). 2026: +1.29 mmb/d YoY to XXXXXX mmb/d YoY to XXXXXX mmb/d (no change). Note rounding difference to OPEC MOMR of +1.28 mmb/d YoY. See my 👇table for current EIA IEA OPEC Saudi Aramco oil demand growth forecasts. #OOTT" @Energy_Tidbits on X 2025-07-15 18:33:45 UTC 13K followers, 1718 engagements
"Good morning Key markets as of approx 5:30am MT on July XX. More US financial just reported: Goldman Morgan Stanley BofA. This is a little spreadsheet I fill in the morning for a picture of key markets" @Energy_Tidbits on X 2025-07-16 11:35:08 UTC 12.9K followers, XXX engagements
"TotalEnergies CEO points to decision on restart Mozambique #LNG by Sep XX. Was surprised analysts did not ask mgmt on my 👇July XX post on what TotalEnergies reportedly needs for security before a restart especially as CEO brought up need for alignment on security with govt. Still expects to make restart decision this summer ie. before Sept XX. CEO "i need to have all the strong alignment between parties security everything. I would say it's important. And we are working on it. And again summer I said summer. So summer ends September XX so give me time." #oott #NatGas" @Energy_Tidbits on X 2025-07-25 01:26:18 UTC 13K followers, 3451 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 on X 2025-07-09 14:22:29 UTC 13K followers, 6799 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 on X 2025-07-19 00:13:42 UTC 13K followers, 2074 engagements
"Germany says it urgently needs more investments #NatGas fired power plants to have a stable power supply. 24/7 #NatGas and #Coal stepped in for Germany in H1/25 when wind wasn't blowing. Despite wind & solar capacity adds in 2024 renewable produced less kWh and XX% of electricity in H1/25 vs XX% in H1/24. Germany highlighted ". we also urgently need the basis on which companies can make appropriate decisions for the necessary investments in H2-ready and gas-fired power plants. With their secured power and storage systems a stable power supply is possible" #oott" @Energy_Tidbits on X 2025-07-16 00:41:40 UTC 12.9K followers, 4758 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 on X 2025-07-11 22:55:55 UTC 12.9K followers, 3920 engagements
""It's the start of that what we see as a recovering Germany economy" Deutsche Bank CEO Sewing. "see significant potential . from growth stimulus defense spending and structural reform in Europe. " "also see increasing global investor demand to deploy funds into the German economy". Thx @business transcript. #oott" @Energy_Tidbits on X 2025-07-25 01:52:22 UTC 13K followers, 1736 engagements
"321 crack spreads -$0.19 WoW to $XXXXX on 07/25. WTI -$2.18 WoW to $XXXXX on 07/25. Reminds WTI is more impacted by global items/factors (ie. Chevron resuming Venezuela oil) than cracks. $XXXXX crack spreads provide enough margin for refiners to keep drawing crude. Normally crack spreads tend to seasonally weaken in July. Thx @business #OOTT" @Energy_Tidbits on X 2025-07-25 23:55:51 UTC 13K followers, 1308 engagements
"Reminder $XX oil leads to some marginal Bakken oil being shut-in due to price. ND Director of Mineral Resources Nathan Anderson. At 2:25 min ". there was a lower oil price environment in the month of April and May and operators certain operators decide to made the decision to curtail some production in certain areas of the state" #oott" @Energy_Tidbits on X 2025-07-22 21:51:06 UTC 13K followers, 3977 engagements
"ICYMI. Nikkei +3.5% on Trump's Japan trade deal post. Nothing yet posted on White House website. #oott" @Energy_Tidbits on X 2025-07-23 12:16:16 UTC 13K followers, XXX engagements
"TotalEnergies Q2 release is Thursday and not today" @Energy_Tidbits on X 2025-07-22 13:58:04 UTC 12.9K followers, 1220 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 on X 2025-05-16 12:01:42 UTC 13K followers, 2791 engagements
""Global shift toward discount retail is a long-term trend" Loblaw CEO. "Sales volume on T items tariff items) declined in the quarter. We are now seeing assets with a a declining by more than 15%". "they're looking out for value more than we have ever seen." "the growth in spend in Canada slowed quite significantly. And we have our own credit card data that also corroborates that information. So clearly customers are more hesitant to spend." Thx @business transcripts" @Energy_Tidbits on X 2025-07-25 02:16:53 UTC 13K followers, 1073 engagements
"Big YoY drop in EU June new car sales with June -XXX% YoY following May +1.6% YoY Apr +1.3% YoY & Mar -XXX% YoY. YTD June is now -XXX% YoY. BEV PHEV & BEV all up YoY Petrol & Diesel down big. BEV June +7.8% YoY to XXXX% share vs 14.3%. YTD XXXX% share vs 12.5%. PHEV up big. June +41.6% YoY to XXX% share vs 6.1%. YTD XXX% share vs 6.9%. HEV June +6.1% YoY to XXXX% share vs 29.6%. YTD XXXX% share vs 29.2%. HEVs moved to #1 share by getting Petrol buyers to switch. Petrol down big. June -XXXX% YoY to XXXX% share vs 34.4%. YTD XXXX% share vs 35.4%. Diesel down big. June -XXXX% YoY to XXX% share" @Energy_Tidbits on X 2025-07-24 20:47:47 UTC 13K followers, 1478 engagements
"Usual straight talk from @Ryanair CEO O'Leary. Ryanair shares +6.7% post quarterly results. @Ryanair CEO reminds that post summer rush "as is normal at this time of year we have zero H2 visibility. We've only X% of our seats sold for the 2nd half" #oott" @Energy_Tidbits on X 2025-07-21 16:49:59 UTC 13K followers, XXX 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 on X 2025-07-18 17:53:23 UTC 12.9K followers, 2249 engagements
"Negative for Cdn heavy/medium crude. Looks like Venezuela oil will be returning to Gulf Coast refineries after finally getting back to zero. @WSJ reports "Chevron is regaining the ability to pump oil in Venezuela from the Trump administration people familiar with the move said. Details of the agreement were still unclear but it follows recent discussions involving President Trump and Secretary of State Marco Rubio and comes amid last weeks prisoner swap that released all XX remaining Americans who were detained by the Venezuelan government people familiar with the matter said." #oott" @Energy_Tidbits on X 2025-07-24 21:16:24 UTC 13K followers, 4021 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 on X 2025-07-17 22:26:20 UTC 13K followers, 2338 engagements
"Germany June new car sales down big -XXXX% YoY after May was 1st up YoY month in 2025 at +1.2%. PHEV up big BEV & HEV up and Petrol & Diesel down big. BEV: Continue strong in 2025 after brutal 2024. June +8.6% YoY to XXXX% share vs 14.6%. YTD XXXX% share vs 12.5%. PHEV: Up big. June +66.4% YoY to XXXX% share vs 5.21%. YTD XXX% share vs 6.1%. HEV: HEV is now #1 share in 2025. June +1.0% YoY to XXXX% share vs 24.4%. YTD XXXX% share vs 24.7%. Petrol down big. June -XXXX% YoY to XXXX% share vs 37.6%. YTD XXXX% share vs 37.4%. Diesel down big. June -XXXX% YoY to XXXX% share vs 17.7%. YTD 15.1%" @Energy_Tidbits on X 2025-07-24 20:57:16 UTC 13K followers, XXX 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 on X 2025-07-18 02:04:03 UTC 13K followers, 8009 engagements