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[@JavierBlas](/creator/twitter/JavierBlas)
"CHART OF THE DAY: An oil wave is heading into storage. With the exception of a single month during the Saudi-Russia oil price war and pandemic the amount of oil-on-the-water is the highest in XX years or so (using monthly averages) #OOTT"  
[X Link](https://x.com/JavierBlas/status/1973703299414340075) [@JavierBlas](/creator/x/JavierBlas) 2025-10-02T10:55Z 328.9K followers, 126.7K engagements


"President Trump promises lower beef prices. We did something we worked our magic he said offering no details. (Meantime in the non-magic wholesale market beef prices remain near an all time high (chart); while ground beef and steak retail prices are the highest ever)"  
[X Link](https://x.com/JavierBlas/status/1978995485391167783) [@JavierBlas](/creator/x/JavierBlas) 2025-10-17T01:24Z 328.9K followers, 106.5K engagements


"OIL MARKET: After meeting President Trump in Mar-a-Lago Alberta Premier Danielle Smith says Canada should prepare for XX% tariffs starting on Jan XX on all US-bound products ***including on crude oil***. "I'm not expecting any exemptions" she told reporters #OOTT #Canada"  
[X Link](https://x.com/JavierBlas/status/1878830699354165329) [@JavierBlas](/creator/x/JavierBlas) 2025-01-13T15:45Z 328.9K followers, 1.7M engagements


"CHART OF THE DAY: The coming North American LNG wave with combined export capacity from the US Canada and Mexico **doubling** from now to 2029. The North American expansion will account for XX% of global LNG export capacity growth. More via @EIAgov:"  
[X Link](https://x.com/JavierBlas/status/1978811492758671801) [@JavierBlas](/creator/x/JavierBlas) 2025-10-16T13:13Z 328.9K followers, 72.5K engagements


"Interesting long paper from @OxfordEnergy looking at whether LNG prices of $X per million Btu by the end of the decade (down about XX% from todays level) would boost demand enough so to absorb the wave of new supply #LNG #CoalTwitter"  
[X Link](https://x.com/JavierBlas/status/1980301666210783534) [@JavierBlas](/creator/x/JavierBlas) 2025-10-20T15:54Z 328.9K followers, 67K engagements


"Spains grid operator has quietly taken further measures to stabilise voltages. On Oct. X it asked solar and wind farms to increase and decrease their generation slowly (previously they were allowed to go from zero to XXX% in X minutes; now they will have to wait XX minutes)"  
[X Link](https://x.com/JavierBlas/status/1977721063615135899) [@JavierBlas](/creator/x/JavierBlas) 2025-10-13T13:00Z 328.9K followers, 100.7K engagements


"I wrote an @Opinion column earlier this month arguing that LNG which was expected to bridge fossil fuels and renewable energy was at risk by a pincer movement involving ironically the energy sources it was supposed to bridge: coal and solar"  
[X Link](https://x.com/JavierBlas/status/1980304853772767263) [@JavierBlas](/creator/x/JavierBlas) 2025-10-20T16:07Z 328.9K followers, 12.1K engagements


"SHALE CONSOLIDATION: Shale giant EOG Resources expands from its Permian / Eagle Ford heartland into the Utica basin acquiring Encino for $XXX billion including debt #OOTT $EOG"  
[X Link](https://x.com/JavierBlas/status/1928444513703375132) [@JavierBlas](/creator/x/JavierBlas) 2025-05-30T13:32Z 328.9K followers, 12K engagements


"First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to X now says it plans to keep it flat at X. We've decided we're just going to steady as she goes CEO Thomas Jorden says #OOTT"  
[X Link](https://x.com/JavierBlas/status/1937556580397932931) [@JavierBlas](/creator/x/JavierBlas) 2025-06-24T17:01Z 328.9K followers, 97.4K engagements


"VIDEO COLUMN: The (real) meaning of BP: 1909 Brits in Persia 1953 Behind the Putsch 1954 British Petroleum 1987 Big Privatisation 1998 Big Purchase 2001 Beyond Petroleum 2010 Big Problem 2020 Beyond Profits 2024 Back to Petroleum 2025 Being Peddled"  
[X Link](https://x.com/JavierBlas/status/1973309695252373549) [@JavierBlas](/creator/x/JavierBlas) 2025-10-01T08:51Z 328.9K followers, 38.9K engagements


"CHART OF THE DAY: I'm sure it's nothing. The amount of oil-in-transit (by tanker) is at a XX year high even above the extraordinary level reached in early 2020 when Saudi Arabia and its allies flooded the market during their oil price war against Russia. #OOTT"  
[X Link](https://x.com/JavierBlas/status/1975170512775975117) [@JavierBlas](/creator/x/JavierBlas) 2025-10-06T12:05Z 328.9K followers, 162K engagements


"Spanish grid asks for urgent measures (to be implemented in X days) to stabilise the electricity network as voltage swings again sharply (the situation is similar in early autumn to spring during the blackout). It warns the grids safety is at risk"  
[X Link](https://x.com/JavierBlas/status/1976003817734037855) [@JavierBlas](/creator/x/JavierBlas) 2025-10-08T19:16Z 328.9K followers, 623.6K engagements


"For months the Spanish grid operator (and the government) had been procrastinating about the countrys electricity problems. It was the fault of everyone else but them. Now urgent measures are needed in X days or else. Will someone assume their responsibility now"  
[X Link](https://x.com/JavierBlas/status/1976018875914604846) [@JavierBlas](/creator/x/JavierBlas) 2025-10-08T20:16Z 328.9K followers, 165.8K engagements


"CHART OF THE DAY: The coming LNG supply wave is here Would there be enough demand At what price LNG demand is threatened by a pincer movement involving ironically the two old and new sources its supposed to bridge: coal and solar. My column:"  
[X Link](https://x.com/JavierBlas/status/1977403236790255845) [@JavierBlas](/creator/x/JavierBlas) 2025-10-12T15:57Z 328.9K followers, 44K engagements


"Hedge fund giant Citadel has bought a German-based electricity trading house a sign of how the surge in weather-dependent solar and wind generation is creating vast trading opportunities. I wrote this long-form @Opinion column in 2024 about the trend"  
[X Link](https://x.com/JavierBlas/status/1977729649217089774) [@JavierBlas](/creator/x/JavierBlas) 2025-10-13T13:34Z 328.9K followers, 63.9K engagements


"Its obvious but lets spell it out: when Big Oil bosses (recently the CEOs of Exxon and Total) say they are bullish medium-term implicitly they are saying they are bearish short-term. Is there a bullish case for oil Sure but thats several quarters away (2027-28) #OOTT"  
[X Link](https://x.com/JavierBlas/status/1978105081514824035) [@JavierBlas](/creator/x/JavierBlas) 2025-10-14T14:26Z 328.9K followers, 53.9K engagements


"OIL MARKET: A long-anticipated oil surplus is finally starting to emerge and is likely to depress prices some of the worlds top commodity traders said (Vitol Gunvor and Trafigura) #OOTT"  
[X Link](https://x.com/JavierBlas/status/1978463844826567041) [@JavierBlas](/creator/x/JavierBlas) 2025-10-15T14:11Z 328.9K followers, 26.9K engagements


"CHART(S) OF THE DAY: Saudi Arabia isnt the only Middle Eastern OPEC+ nation boosting oil production. Iraq and UAE are too (and UAE is probably pumping more than even the high @IEA data suggests). Kuwait is also starting to ramp up output #OOTT"  
[X Link](https://x.com/JavierBlas/status/1978512627316797565) [@JavierBlas](/creator/x/JavierBlas) 2025-10-15T17:25Z 328.9K followers, 21.6K engagements


"CHART OF THE DAY: The incoming oil glut in a chart. With the exception of the first two monthly contracts the WTI oil curve is now (white ⚪) completely in contango. Quite a shift from the backwardation of three months ago (blue🔵) and a year ago (red 🔴) #OOTT"  
[X Link](https://x.com/JavierBlas/status/1979977677223203074) [@JavierBlas](/creator/x/JavierBlas) 2025-10-19T18:27Z 328.9K followers, 91.9K engagements


"Good read from @JasonBordoff and @OSullivanMeghan on the return of the energy weapon. An important message: countries are trying to rely less on traded energy (oil and gas) and more on domestic energy. That can be solar wind and nuclear but also coal"  
[X Link](https://x.com/JavierBlas/status/1980713867039646029) [@JavierBlas](/creator/x/JavierBlas) 2025-10-21T19:12Z 328.9K followers, 13.3K engagements


"And another: Norwegian aluminium Norsk Hydro ASA will halt funding for its battery and green hydrogen businesses and phase them out over time due to challenging market conditions"  
[X Link](https://x.com/JavierBlas/status/1861670707542835672) [@JavierBlas](/creator/x/JavierBlas) 2024-11-27T07:17Z 328.9K followers, 126.2K engagements


"US SHALE INDUSTRY: Some highlights from the quarterly letter to shareholders from Permian giant Diamondback Energy released yesterday. The full letter is here: #OOTT $FANG"  
[X Link](https://x.com/JavierBlas/status/1919714631867617773) [@JavierBlas](/creator/x/JavierBlas) 2025-05-06T11:23Z 328.9K followers, 35.4K engagements


"BP is rowing back its "peak oil" demand forecast for 2025. Now it says it would be 2030 at the earliest. I'm lost for words about how bad BP has been at modelling energy consumption in recent years #OOTT"  
[X Link](https://x.com/JavierBlas/status/1971198200511152480) [@JavierBlas](/creator/x/JavierBlas) 2025-09-25T13:00Z 328.9K followers, 76.9K engagements


"OIL MARKET: Iraq's prime minister says a final deal has been reached covering Kurdistan oil production paving the way to reactivate oil exports via Turkey #OOTT"  
[X Link](https://x.com/JavierBlas/status/1971239877049188491) [@JavierBlas](/creator/x/JavierBlas) 2025-09-25T15:46Z 328.8K followers, 29.1K engagements


"From January to July total US oil production has increased by 680000 b/d when compared to the same period of 2024. And yes thats a lot of NGLs but also some crude. The Permian is the gift that keeps on giving #OOTT"  
[X Link](https://x.com/JavierBlas/status/1973081164588912744) [@JavierBlas](/creator/x/JavierBlas) 2025-09-30T17:43Z 328.9K followers, 34.3K engagements


"One area I agree with OPEC+ officials: at current prices oil is historically cheap; very cheap. Take WTI. The $XX a barrel YTD average has the purchasing power (inflation adjusted) of: $XX in 2020 $XX in 2015 $XX in 2005 $XX in 1995 $XX in 1990 $XX in 1985 #OOTT"  
[X Link](https://x.com/JavierBlas/status/1973293285239300149) [@JavierBlas](/creator/x/JavierBlas) 2025-10-01T07:45Z 328.9K followers, 79K engagements


"VIDEO COLUMN: The (real) meaning of BP: 1909 Brits in Persia 1944 Backing Pluto 1953 Behind the Putsch 1954 British Petroleum 1987 Big Privatisation 1998 Big Purchase 2001 Beyond Petroleum 2010 Big Problem 2020 Beyond Profits 2024 Back to Petroleum 2025 Being Peddled #OOTT"  
[X Link](https://x.com/JavierBlas/status/1974360790426878021) [@JavierBlas](/creator/x/JavierBlas) 2025-10-04T06:27Z 328.9K followers, 32.9K engagements


"TRADE WAR: China will start levying special fees on American ships docking at its ports significantly escalating a months-long dispute in which Washington has targeted the Asian country for its maritime and trade dominance"  
[X Link](https://x.com/JavierBlas/status/1976634853421682896) [@JavierBlas](/creator/x/JavierBlas) 2025-10-10T13:04Z 328.9K followers, 24.4K engagements


"OIL MARKET: President Trump said India has pledged to stop buying Russian oil but crucially he said the stoppage wont come immediately. #OOTT"  
[X Link](https://x.com/JavierBlas/status/1978601413912498204) [@JavierBlas](/creator/x/JavierBlas) 2025-10-15T23:18Z 328.9K followers, 26.6K engagements


"As oil prices plunge Saudi Aramco tanks. The Saudi state-run oil giant trades at a fresh 5-year low of XXXXX riyals a share (vs IPO price of XX riyals in Dec 2019) implying a market capitalisation of little more than $XXX trillion #OOTT"  
[X Link](https://x.com/JavierBlas/status/1937407910268584436) [@JavierBlas](/creator/x/JavierBlas) 2025-06-24T07:10Z 328.9K followers, 51.7K engagements


"CHART OF THE DAY: The last XXX years of drill baby drill in one chart. American crude production surged in a July to a fresh all-time high of 13.6m b/d despite lower prices. And thats crude. Add on top other liquids and total US petroleum output topped 21.2m b/d. #OOTT"  
[X Link](https://x.com/JavierBlas/status/1973104433765437667) [@JavierBlas](/creator/x/JavierBlas) 2025-09-30T19:15Z 328.9K followers, 36.5K engagements


"BREAKING: Warren Buffett bails out Vicki Hollub for a second time (and extracts a great price for himself). Berkshire Hathaway is buying the chemical unit of Occidental Petroleum (OxyChem) for $XXXX billion in an all-cash deal. Occidental will use the bulk of the proceeds to reduce debt after its latest shale purchase. #OOTT $OXY"  
[X Link](https://x.com/JavierBlas/status/1973706952346636456) [@JavierBlas](/creator/x/JavierBlas) 2025-10-02T11:09Z 328.9K followers, 259.1K engagements


"My @Opinion colleague @liamdenning who has covered the Occidental Petroleum - Warren Buffett drama from day one puts it brilliantly today: "It is a win-win - albeit with Buffett on both sides.""  
[X Link](https://x.com/JavierBlas/status/1973764851735703928) [@JavierBlas](/creator/x/JavierBlas) 2025-10-02T14:59Z 328.9K followers, 22.7K engagements


"SPAIN BLACKOUT: Entso-E has released its "factual" report. The "root analysis" is expected in 1Q 2026. Several initial wind/solar fails (see map) After those "the high voltage and low frequency profiles in the Spanish transmission system led to cascading tripping" (page 109)"  
[X Link](https://x.com/JavierBlas/status/1974079010868285851) [@JavierBlas](/creator/x/JavierBlas) 2025-10-03T11:48Z 328.9K followers, 458.5K engagements


"Beware of the long-term outlooks: McKinsey has just released its materials (commodities) outlook. Last year it projected coal demand by 2035 **down** 40%. Now it projects coal demand by 2035 **up** 1%. How it started  Hows going"  
[X Link](https://x.com/JavierBlas/status/1976990014065328493) [@JavierBlas](/creator/x/JavierBlas) 2025-10-11T12:35Z 328.9K followers, 186K engagements


"CHART OF THE DAY: @IEA sees a huge oversupply in 2026 with two quarters when production exceeds demand by 4m b/d. Even if the agency is off directionally its clear that the global oil market is heading toward a surplus that requires lower prices and contango #OOTT"  
[X Link](https://x.com/JavierBlas/status/1978075664147202483) [@JavierBlas](/creator/x/JavierBlas) 2025-10-14T12:29Z 328.9K followers, 28.3K engagements


"OIL MARKET: US President Donald Trump said he would meet Russian President Vladimir Putin in Budapest to discuss an end to the war in Ukraine after a phone call between the two leaders"  
[X Link](https://x.com/JavierBlas/status/1978926638785015876) [@JavierBlas](/creator/x/JavierBlas) 2025-10-16T20:50Z 328.9K followers, 19.5K engagements


"OIL MARKET: The headline of this commentary by Toril Bosoni the @IEA head of oil markets division says it all: As oil market surplus keeps rising somethings got to give. #OOTT #TheOilGlut"  
[X Link](https://x.com/JavierBlas/status/1979538027493150773) [@JavierBlas](/creator/x/JavierBlas) 2025-10-18T13:20Z 328.9K followers, 76.1K engagements


"What fee trade Trump says US will import beef from Argentina to ease domestic shortage and record high prices. We would buy some beef from Argentina Trump told reporters aboard Air Force One. If we do that that will bring our beef prices down. #beef"  
[X Link](https://x.com/JavierBlas/status/1980152684758917438) [@JavierBlas](/creator/x/JavierBlas) 2025-10-20T06:02Z 328.9K followers, 73.6K engagements


"President Trump surely has an interesting way to say thank you to his rural America electoral base: ⛽ Oil patch: push for $XX a barrel 🌽 Grain belt: trade war with China 🐂 Ranchers: lets buy Argentinian beef"  
[X Link](https://x.com/JavierBlas/status/1980260915485323390) [@JavierBlas](/creator/x/JavierBlas) 2025-10-20T13:12Z 328.9K followers, 70.4K engagements


"CHART OF THE DAY: Global sources of electricity generation in 2024. Coal remains king accounting to more than 1/3 of global power output last year. Renewable sources only match it if aggregating solar wind hydropower geothermal firewood and others all together"  
[X Link](https://x.com/JavierBlas/status/1980723361752945146) [@JavierBlas](/creator/x/JavierBlas) 2025-10-21T19:50Z 328.9K followers, 32.2K engagements