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[@CRUDEOIL231](/creator/twitter/CRUDEOIL231)
"Goldman on Cameco Corp. #uranium $ccj"  
[X Link](https://x.com/CRUDEOIL231/status/1972988961091170440) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-09-30T11:36Z 12.1K followers, 24.1K engagements


"Goldman on $UEC #oott #Uranium"  
[X Link](https://x.com/CRUDEOIL231/status/1971174792532463728) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-09-25T11:27Z 12.1K followers, 7067 engagements


"@clacey_carl I prefer $AR and $EQT a little more"  
[X Link](https://x.com/CRUDEOIL231/status/1955363351502131487) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-08-12T20:18Z 12.1K followers, XXX engagements


"Uranium. I learned that the best rallies are the quiet ones that pass under the radar. The uranium sector might be doing just that right now. Someone is trying to get a head start on this market. And the performance in this sector is remarkable. #uranium #leu #uroy"  
[X Link](https://x.com/CRUDEOIL231/status/1968169630050234624) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-09-17T04:26Z 12.1K followers, 12K engagements


"This week companies representing the food and dining sector announced their earnings. Darden Restaurants General Mills. B2C companies are pinpointing exactly what challenges consumers are facing. But spreadsheet bros say everything is going just fine lol"  
[X Link](https://x.com/CRUDEOIL231/status/1968665202523509159) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-09-18T13:15Z 12.1K followers, 9425 engagements


"According to today's update from $FCX regarding the tragic accident it is expected to have a substantial impact on the global copper balances. Did you see this: This schedule would target the return to pre-incident estimates in 2027. Despite this today LME copper rose only +3.7% and $HBM gained just +5.5%. People clearly aren't doing math or English. #copper"  
[X Link](https://x.com/CRUDEOIL231/status/1970891092422955193) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-09-24T16:40Z 12.1K followers, 7110 engagements


"Stahel did a really good analysis and I'm attaching a chart that provides additional explanation about the Block Cave method. #copper $fcx"  
[X Link](https://x.com/CRUDEOIL231/status/1973701884834914566) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-02T10:49Z 12.1K followers, 8313 engagements


"Goldman on $UEC #uranium"  
[X Link](https://x.com/CRUDEOIL231/status/1975146208743350398) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-06T10:28Z 12.1K followers, 7628 engagements


"Yes 4mb/d surplus claimed by the IEA is unrealistic. The divergence between OPEC+'s paper production increases and actual production increases is also a fact. However it is also true inventories and exports are increasing. We cannot deny that inventories are unlikely to decrease in the near future compared to current levels. #oott #com"  
[X Link](https://x.com/CRUDEOIL231/status/1976092404601209178) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-09T01:08Z 12.1K followers, 29K engagements


"What are the chances $HBM will be acquired within the next XX months I believe they are significant. There are few midcaps left in the copper world with attractive assets. As you know I've held $HBM for a long time but the current share price is no longer cheap relative to the benchmark strip price. There are now two catalysts for this share: 1) further increases in copper prices and 2) potential M&A activity. I believe both are highly probable. Where will the money go if companies like HBM get acquired and even midcaps disappear By that time the copper junior exploration shares will also"  
[X Link](https://x.com/CRUDEOIL231/status/1977823723333042192) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-13T19:48Z 12.1K followers, 7307 engagements


"Goldman on $UEC #uranium"  
[X Link](https://x.com/CRUDEOIL231/status/1976654933719154808) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-10T14:23Z 12.1K followers, 10.5K engagements


"Global stock markets and commodities CTA positioning. #oott #com $spy"  
[X Link](https://x.com/CRUDEOIL231/status/1977774432094716174) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-13T16:32Z 12.1K followers, 7192 engagements


"Claims that Ukrainian drone attacks on the Primorsk Port would reduce exports from western ports emerged but actual crude exports showed a robust trend. Meanwhile Russian refinery throughput continues to show a weak trend. Of course this is due to Ukrainian drones. Surplus crude continues to be pushed out to sea. #oott #com"  
[X Link](https://x.com/CRUDEOIL231/status/1978971587769700475) [@CRUDEOIL231](/creator/x/CRUDEOIL231) 2025-10-16T23:49Z 12.1K followers, 6250 engagements