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[@JavierBlas](/creator/twitter/JavierBlas)
"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 324.5K followers, 16K engagements


"@NadiaInBC @opinion XXX% agree. Very tough business. We're blessed with farmers and ranchers who are taking massive personal financial risk -- every season (My grandfather grew wheat and barley and the farm remains in the family's hands)"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1944748952907100344) 2025-07-14 13:20:56 UTC 324.5K followers, XXX 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 324.5K followers, 20.5K 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 324.5K followers, 179.3K 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 324.5K followers, 86.8K 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 324.5K followers, 18.9K 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 324.5K followers, 12.8K engagements


"The pressure this month on the "OPEC secondary sources" is quite strong. Effectively Riyadh is trying to mask a large output hike in June. It reminds me of an episode in 2010 when KSA kept a 1m b/d hike secret as recounted see below by a top Saudi oil official #OOTT 1/4"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1943650588538950046) 2025-07-11 12:36:26 UTC 324.5K followers, 51.9K engagements


"@joancinho1972 No. Historically Exxon and Chevron had done little trading (thats starting to change)"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1946221022593618007) 2025-07-18 14:50:25 UTC 324.5K followers, XXX 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 324.5K followers, 31K 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 324.5K followers, 46.1K 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 324.5K followers, 37.2K 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 324.5K followers, 33.3K 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 324.5K followers, 43.1K 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 324.5K followers, 47.6K 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


"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 324.5K followers, 35.3K 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


"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 324.5K followers, 69.5K 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 324.5K followers, 13.5K 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 324.5K followers, 44.9K 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


"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 324.5K followers, 96.9K engagements


"Oh dear dear Saudi Arabia ramped up crude production to XXX million b/d in June well above its OPEC+ quota according to @IEA (matching what I have heard from traders and tanker trackers). (Saudi was the 2nd largest OPEC cheater in June after Kazakhstan) #OOTT"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1943583570364162485) 2025-07-11 08:10:07 UTC 324.5K followers, 76K 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"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1861670707542835672) 2024-11-27 07:17:39 UTC 324.5K followers, 125.9K 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 324.5K followers, 58.9K engagements


"First olive oil prices exploded to a record high. And now cocoa prices are nearing a 44-year high and sugar prices have risen to a 12-year high"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1704054507762487381) 2023-09-19 08:47:09 UTC 324.5K followers, 146.5K 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 324.5K followers, 279.3K 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 324.5K followers, 72.5K 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 324.5K followers, 130.3K 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 324.5K followers, 14.6K engagements


"Riyadh argues some June extra barrels weren't "supplied" to the market but put into storage outside the kingdom (in case of Hormuz closure). But reporting "supply-to-market" instead of "wellhead production" isn't consistent with OPEC's own decades-old methodology #OOTT 2/4"  
![@JavierBlas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1647573157.png) [@JavierBlas](/creator/x/JavierBlas) on [X](/post/tweet/1943650591042834705) 2025-07-11 12:36:26 UTC 324.5K followers, 2348 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 324.5K followers, 86.7K 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 324.5K followers, 2.1M 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 324.5K followers, 238.8K 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 324.5K followers, 37.6K engagements