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[@JavierBlas](/creator/twitter/JavierBlas)
"The capacity auction at PJM Interconnection the biggest US grid are out: $XXXXXX per megawatt-day a XX% increase from the previous year (and a XXX% increase from the 2023-2007 average). PJM serves XX million people across XX states. Statement:"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947902860634607872) 2025-07-23 06:13:26 UTC 324.6K followers, 60.8K engagements


"BREAKING: Exxon loses Guyana arbitration against Chevron. In a statement $XOM said: We disagree with the ICC panels interpretation but respect the arbitration We welcome Chevron to the venture. This is a huge victory for $CVX boss Mike Wirth (and John Hess)"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1946158188488749138) 2025-07-18 10:40:44 UTC 324.6K followers, 69.7K engagements


"One important note: Under his tenure CRH which is headquartered in Dublin moved its primary listing from London to New York. Past performance doesnt guarantee future results but it can be of a guide"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947185433596588506) 2025-07-21 06:42:38 UTC 324.6K followers, 13.7K engagements


"BP says Albert Manifold will become its next chairman from Oct X replacing Helge Lund. (The very aptly named for the oil industry) Manifold was formerly the CEO of construction materials group CRH #OOTT $CRH"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947183346674434085) 2025-07-21 06:34:21 UTC 324.6K followers, 45.5K 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"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1937407910268584436) 2025-06-24 07:10:15 UTC 324.6K followers, 37.5K 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"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1937556580397932931) 2025-06-24 17:01:01 UTC 324.6K followers, 97K engagements


"TotalEnergies CEO Patrick Pouyanne saying publicly what almost everyone else in the oil industry has been saying in private about Exxon losing the Guyana arbitration against Chevron-Hess: "The outcome is good for the industry" #OOTT $CVX $XOM"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1948351221993017436) 2025-07-24 11:55:04 UTC 324.6K followers, 12.7K engagements


"The gap between what policymakers (and above all their staff) say in public and in private about climate change is growing and growing. "Obviously I would never say that in public" is becoming the end part of many conversations"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1681306962632536064) 2023-07-18 14:16:31 UTC 324.6K followers, 260.3K engagements


"BREAKING: In its semi-annual report @IEA revises higher its estimate of global consumption in 2024 to a record high of XXXX billion metric tons (from XXXX billion previously). IEA also anticipates a new demand all-time high in 2025 before dropping in 2026 #CoalTwitter"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1948265475671982443) 2025-07-24 06:14:21 UTC 324.6K followers, 62.7K engagements


"I must admit I had to google search "Heard and McDonald Islands" to verify they were real. They are very real: an external territory of Australia. Among the most remote places on Earth and **uninhabited**. And yet named and shamed on the White House tariff list with a 10%"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1907556720424964233) 2025-04-02 22:12:17 UTC 324.6K followers, 252.2K 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"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1919714631867617773) 2025-05-06 11:23:29 UTC 324.6K followers, 35.3K engagements


"COLUMN: The seasonality of the oil market has changed dramatically over the last two decades. While in the past (and until 2015) annual peak demand was set in 4Q now it's 3Q which sees the highest consumption. That matters a lot this year #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947214309156614637) 2025-07-21 08:37:23 UTC 324.6K followers, 43.7K engagements


"CHART OF THE DAY: Flipping burgers this summer Prepare for a price shock: beef is now the epicentre of food inflation. Cattle prices have surged to a record high accelerating a rising trend that started in the mid-2000s. My @Opinion column:"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1944733719329145071) 2025-07-14 12:20:24 UTC 324.6K followers, 72.6K engagements


"LONG READ: The rise of the Vaca Muerta shale basin in Argentina -- and what it means for the country's libertarian President Javier Milei #OOTT #Argentina"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1940720377904484769) 2025-07-03 10:32:49 UTC 324.6K followers, 33.3K engagements


"Yes those British beef steaks are rather expensive. So are the burgers. UK beef and veal inflation at XX% annual rate Less supply + healthy demand = much higher prices #CPI #inflation Link in reply"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945384662827757586) 2025-07-16 07:27:01 UTC 324.5K followers, 36.4K engagements


"CHART OF THE DAY: America has an electricity problem. Retail power costs in the US are rising very very quickly (35% over the last X years) in some part due to expensive grid investment. My @Opinion colleague @liamdenning has the details here:"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945800881678491777) 2025-07-17 11:00:56 UTC 324.6K followers, 131.3K engagements


"Wait a second what about "maximum pressure" oil sanctions "China can now continue to purchase Oil from Iran" -- US President Donald Trump #OOTT #Iran"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1937501571920822517) 2025-06-24 13:22:26 UTC 324.6K followers, 90.9K engagements


"A plea: let's help the UK public understand the costs-and-benefits of renewable and nuclear policy by expressing subsidies (CfD and similar) in today's money. The use of 2012 prices provides very little information to the public and only creates the (de)illusion of lower costs"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1948370699648692678) 2025-07-24 13:12:28 UTC 324.6K followers, 11.3K engagements


"Just a reminder that: OPEC+ is boosting oil production non-stop US output set fresh all-time highs in 2025 The White House wants lower oil prices The Saudis tactically agree with the White House We all know how this ends. Even those who are bullish know it #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1941457655312286076) 2025-07-05 11:22:30 UTC 324.6K followers, 179.4K engagements


"Exxon vs Chevron arbitration on Guyana is imminent. The outcome will reshape Big Oil: at stake is Chevron's $60-billion acquisition of Hess and access to one of the world's most important oil discoveries. Background in this @Opinion column from 2024"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945485908129489407) 2025-07-16 14:09:20 UTC 324.6K followers, 87K engagements


"In XX years covering the oil market I have never seen anything like this: OPEC has widened its media ban this time excluding the WSJ NYT FT Reuters and Bloomberg (including myself) from attending its biennial industry conference in Vienna. #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1943056242836148457) 2025-07-09 21:14:43 UTC 324.6K followers, 279.5K engagements


"Kurdistan authorities say 200000 b/d of oil output has shut down after five attacks with drones against oilfields operated by foreign companies in the semi-autonomous region of northern Iraq. The region's oil industry association confirms widespread shutdowns too #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945546532016595218) 2025-07-16 18:10:14 UTC 324.5K followers, 31.6K engagements


"Mexico accounts for six-in-ten tomatoes eaten in the U.S. (and importing them had a cost of $X billion last year) 🍅🥫"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1944879230149382243) 2025-07-14 21:58:37 UTC 324.6K followers, 31K engagements


"*TRUMP: HOPE TO GET OIL DOWN A LITTLE MORE *TRUMP: $XX A BARREL OIL PRICE 'IS GREAT' #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945518253226307882) 2025-07-16 16:17:52 UTC 324.6K followers, 37.7K 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"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1878830699354165329) 2025-01-13 15:45:20 UTC 324.6K followers, 1.7M engagements


"CHART OF THE DAY: The seasonality of the oil market has changed dramatically. Because the shift has happened incrementally over a long period it often doesnt get the attention it deserves. But the chart below makes it obvious. My @Opinion take here:"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947290000397152590) 2025-07-21 13:38:09 UTC 324.6K followers, 32K engagements


"The FTC has set aside its early decisions against the CEOs of Pioneer and Hess (Scott Sheffield and John Hess) that barred them from election to the boards of Exxon and Chevron respectively. Pioneer: Hess: #OOTT $XOM $CVX"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945970715758309769) 2025-07-17 22:15:47 UTC 324.6K followers, 12.9K engagements


"Good to see some American oil bosses have a spine: "We dont have an energy direction right now" Occidental Petroleum CEO Vicki Hollub said. "We have a lot of great ideas. We have a lot of people wanting to do things. But we need a plan." #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1915655846480011657) 2025-04-25 06:35:19 UTC 324.6K followers, 46.1K engagements


"Scott Sheffield isnt pulling any punches against Exxon Mobil. ( and now Exxon CEO has a rather unhappy shareholder one who has demonstrated hes willing to legal up in a fight ) For background into the matter here: #OOTT $XOM"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1946180524772360341) 2025-07-18 12:09:30 UTC 324.6K followers, 47.7K engagements


"The power of an asterisk (*) and footnote: Saudi Arabia tells OPEC it produced 9.75m b/d in June (that's 390000 b/d above its quota of 9.36m b/d). In a rather unusual move (I have never seen a similar asterisk) OPEC noted that Riyadh's "supply-to-market" was lower #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1945092984426397811) 2025-07-15 12:08:00 UTC 324.5K followers, 26.1K engagements


"REACTION COLUMN: Exxon wins despite losing. Chevron has won its legal fight against Exxon over Hess/Guyana. But Exxon got what it wanted: delay the deal. Are Exxon legal tactics honourable Maybe not but ultimately all's fair in love war and oil M&A"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1946220848840429886) 2025-07-18 14:49:44 UTC 324.6K followers, 16.1K engagements


"MAP OF THE DAY: An update on commodity dependence from annual @UNCTAD. (Measured as any country that makes XX% of its merchandise export earnings from commodities) Across developing countries 2/3 of them (95 out of 143) remain commodity dependent"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947565458158157832) 2025-07-22 07:52:43 UTC 324.6K followers, 22.5K engagements


"Everyone please relax The DoE has NOT given the keys of the Strategic Petroleum Reserve to an unknown real estate dude in Colorado. It has not. Nope This is vanilla gov contracting; the SPR has long been outsourced. The contract winner is not an unknown company. 1/9"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1908055695041126452) 2025-04-04 07:15:02 UTC 324.6K followers, 86.7K engagements


"Oil services giants $SLB and $HAL both singling out a slowdown in activity in Saudi Arabia (linked in part to delays in the development of the the large Jafurah unconventional gas field) #OOTT #SaudiArabia"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947654261413974241) 2025-07-22 13:45:36 UTC 324.6K followers, 50.4K engagements


"Before the outage hit Spain was running its grid with very little dispatchable spinning generation and therefore no much inertia. Solar PV/thermal + wind: XX% Nuclear: XXXX% Co-generation: X% Gas-fired: X% (less than 1GW) Snapshot at 12.30pm local time (outage was 12.35pm)"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1916857352197701963) 2025-04-28 14:09:40 UTC 324.6K followers, 2.1M engagements


"@opinion Do note that the Jafurah shale project is a multi-phase development. The first phase of the project still should come online in 2025 but the question is whether there would be delays for other phases. The total cost of the project is expected $XXX billion"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947935135896137900) 2025-07-23 08:21:41 UTC 324.6K followers, 10.9K engagements


"OIL MARKET: New record high for US oil production @EIAgov estimates US **total** oil liquids at 20.826m b/d in April using monthly data (vs 20.468m b/d figure estimated for April using weekly data). Crude came inline but NGLs were revised up a lot #OOTT 1/2"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1939694116289331331) 2025-06-30 14:34:49 UTC 324.6K followers, 26K engagements


"Saudi oil giant Aramco has suffered quite a fall of grace. Its stock value fell on Tuesday to a fresh 5-year low. At XXXXX riyals per share it's trading at its lowest level since March 2020 when Brent was at $XX a barrel. Since its IPO it's down XX% -- worse than BP"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947571997900194033) 2025-07-22 08:18:43 UTC 324.6K followers, 68.2K engagements


"TotalEnergies CEO Patrick Pouyanne speaking about the challenge of oil and gas trading in volatile politics: "Traders are a little more cautious not to take direct directional positions which could be hit by a tweet." #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1948348879579074680) 2025-07-24 11:45:46 UTC 324.6K followers, 16.6K engagements


"The Houthis of Yemen have released a **propaganda** video of their attack (and sinking) of the bulk carrier ship 'Magic Seas on Sunday in the Red Sea. It's both very concerning and rather spectacular (they attached multiple explosives to her hull) #Houthis"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1942660173262123164) 2025-07-08 19:00:52 UTC 324.6K followers, 238.9K engagements


"Europe continues to turn a blind eye to Chinese coal. China which accounts for XX% of the world's population consumes XX% of the world's coal. That's the biggest threat to climate change"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1948313079424454835) 2025-07-24 09:23:30 UTC 324.6K followers, 89.4K engagements


"For more about the importance of the Jafurah shale project read this @Opinion column I wrote a year ago focusing on the often overlooked Saudi oil demand side"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947932903955968179) 2025-07-23 08:12:49 UTC 324.6K followers, 13.4K engagements


""Volatility around tweets isn't tradable" -- TotalEnergies CEO Patrick Pouyanne"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1948356860483924300) 2025-07-24 12:17:28 UTC 324.6K followers, 16.6K engagements


"ICYMI: When losing is another way of winning. #OOTT $CVX $XOM"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1947317887753941198) 2025-07-21 15:28:58 UTC 324.6K followers, 14.9K engagements