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[@jackprandelli](/creator/twitter/jackprandelli)
"OPEC+ Shell ExxonMobil Gazprom and Gold Missed it Ive got you covered. 🏆 Winner: Gold surges past $4000/oz doubling in two years as central banks and investors dump dollars to hedge sovereign risk. 👑 New Power Base: OPEC+ limits output to +137k bpd choosing stability over aggression as Brent stabilizes around $66/bbl. ⚙ Industrial Backbone: U.S. Midstream nearly $50B in new pipelines announced; 8800 miles of steel to feed LNG exports and data centers. 🌏 Global Pivot: Shell Gazprom ExxonMobil driving a new LNG map from India to Africa even as Japans AI power boom lifts demand forecasts. 👉"  
[X Link](https://x.com/jackprandelli/status/1975899455439216895) [@jackprandelli](/creator/x/jackprandelli) 2025-10-08T12:21Z XXX followers, XXX engagements


"Demand is already high @GEVernova orders capacity are looked until 2030. have a look at these companies they could be a solid investment for the growing #LNG exports from US"  
[X Link](https://x.com/jackprandelli/status/1976419924336857399) [@jackprandelli](/creator/x/jackprandelli) 2025-10-09T22:50Z XXX followers, XXX engagements


"@zerohedge Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $NB $DTREF $MP $UURAF $OMEX $SOAR $LKYRF $MTMCF $RLMLF $USAR $AREC $NVX $LAC $TMQ $LITM $TMC"  
[X Link](https://x.com/jackprandelli/status/1977768211908362681) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T16:07Z XXX followers, XXX engagements


"#ExxonMobil has announced that it will release its third quarter 2025 financial results on FridayOctober XX 2025. The company will make the results available at 5:30 a.m. Central Time via a press release on its investor website"  
[X Link](https://x.com/jackprandelli/status/1977838880343921103) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T20:48Z XXX followers, XXX engagements


"#GoldmanSachs forecasts a XX% decline in Russian #oil production in 2026 🛢From XXX to XXX million barrels per day @Telegraph: "The oil refinery crisis means there's nowhere to store the accumulated oil " Furthermore oil companies are suffering from a high key interest rate of XX% and the "tax wedge". In August #Russia's profit from the sale of ALL energy resources (crude oil petroleum products gas LNG and coal) reached its lowest level since 2022 at XXX million per day"  
[X Link](https://x.com/jackprandelli/status/1977843346518299016) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T21:06Z XXX followers, XXX engagements


"Aramco CEO: The Energy Transition Has Failed. 💰 $11T spent on clean energy since 2010 🛢 XX% of global energy still hydrocarbons ⚡ AI data centers to use X more power than EVs by 2030 Nasser: This isnt a phase-down its an expansion. #Energy #Oil #Aramco #oott"  
[X Link](https://x.com/jackprandelli/status/1978107633744724420) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T14:36Z XXX followers, XXX engagements


"Brics vs g7"  
[X Link](https://x.com/jackprandelli/status/1978451735778591209) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T13:23Z XXX followers, XXX engagements


"🛢 The Big Oil Power Ranking The worlds top oil & gas giants have rarely faced such volatility. As oil prices hover near $XX and global equities swing wildly under Trumps XXX% China tariff threat the energy majors are holding their ground but not without turbulence. 📊 Latest Market Cap Ranking (October 2025): X Saudi Aramco $1.61T X ExxonMobil $479.6B X Chevron $308.3B X PetroChina $210.0B X Shell $208.7B X TotalEnergies $130.9B (+3.68% today) X CNOOC $118.9B X ConocoPhillips $109.6B X Southern Company $109.5B 🔟 Enbridge $104.2B Together these ten companies represent over $XXX trillion in"  
[X Link](https://x.com/jackprandelli/status/1978481568067760183) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T15:22Z XXX followers, XXX engagements


"@Michellewb_ G7 vs Brics the new Cold War"  
[X Link](https://x.com/jackprandelli/status/1978552037341118706) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:02Z XXX followers, XXX engagements


"Exxon Shell & BP The era of mega profits is over 🛢 Trading desks soften margins thin new upstream spend stalls. Even Baker Hughes sees tariffs fading but exploration still starved. Fat years fade fast in energy. #Oil #Energy #OOTT #Markets"  
[X Link](https://x.com/jackprandelli/status/1978020749009879384) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T08:51Z XXX followers, XXX engagements


"@Amaensanchaalma Not for all the producers the break even is around 56-60 usd"  
[X Link](https://x.com/jackprandelli/status/1979482773153845728) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T09:40Z XXX followers, XX engagements


"Italy approves SaipemSubsea7 merger (4.6B) creating Saipem7: a global offshore giant 43B order backlog 21B revenue 2B EBITDA Shareholders: 50/50 split Eni XXXX% CDP XXX% Siem XXXX% Subsea7 holders get XXXXX Saipem shares + 450M dividend #oott #com #oil"  
[X Link](https://x.com/jackprandelli/status/1970431871289893137) [@jackprandelli](/creator/x/jackprandelli) 2025-09-23T10:15Z XXX followers, XXX engagements


"Italy has given conditional approval to the4.6B merger between Saipem and Subsea7 creating a new global offshore energy leader:Saipem7. 📊 Combined order backlog: 43B 💰 Revenue: 21B EBITDA 2B 🌍 Shareholding: 50/50 split; Eni XXXX% CDP Equity XXX% Siem XXXX% 🚨 Subsea7 shareholders: XXXXX Saipem shares each + 450M dividend Conditions imposed by Italys government: HQ fleet and engineering operations must stay in Milan Priority to Italian offshore infrastructure projects Hydrone subsea drone program must remain in Trieste Oversight of activities critical to national energy security This deal"  
[X Link](https://x.com/jackprandelli/status/1973388339584684263) [@jackprandelli](/creator/x/jackprandelli) 2025-10-01T14:03Z XXX followers, XX engagements


"@PeterSchiff For the first time in history the yellow metal has crossed a $XX trillion market cap overtaking the combined value of the entire S&P XXX and cementing its status as the ultimate store of value in an age of uncertainty"  
[X Link](https://x.com/jackprandelli/status/1978927131947122769) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T20:52Z XXX followers, 7110 engagements


"Saipem Wins $XXX Million Offshore Contracts for BPs Shah Deniz Project Saipem in consortium with #SOCAR affiliates has won three major offshore contracts worth $XXX million for #BPs Shah Deniz Compression Project reinforcing its dominant role in Caspian energy infrastructure. 🔹 Saipems share: $XXX million 🔹 Scope: Transportation & installation of a 19000-ton compression platform 🔹 EPCI: XX km of subsea pipelines + permanent subsea infrastructure 🔹 Timeline: Offshore work starts Q3 2026 completion by 2029 #energy #lng"  
[X Link](https://x.com/jackprandelli/status/1979233330198352136) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T17:09Z XXX followers, XXX engagements


"Aramco is worth $500B yet its not buying oilfields abroad like ADNOC or Exxon. Heres why the worlds biggest oil company plays a completely different game. see in replies:"  
[X Link](https://x.com/jackprandelli/status/1979531358792806487) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T12:53Z XXX followers, XXX engagements


"The @IEA's oil balance chart says it all. ⚠ The worlds swimming toward a massive surplus nearly +5 mb/d by early 2026 the biggest since the 2020 crash. Crude condensate and NGLs all add barrels just as demand flatlines. The setup: 2025 inventories balloon. 2026 global balance tips deep into excess. Prices risk breaking lower unless OPEC+ slams the brakes. This isnt a soft landing. Its the classic overbuild before the next supply crunch #Oil #OOTT #Energy #Markets #IEA #Commodities"  
[X Link](https://x.com/jackprandelli/status/1979538061449994669) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T13:20Z XXX followers, XXX engagements


"Good news for the EU copper industry. Bad news for everyone else. #energy #copper $cu"  
[X Link](https://x.com/jackprandelli/status/1970571103803207919) [@jackprandelli](/creator/x/jackprandelli) 2025-09-23T19:28Z XXX followers, XX engagements


"$3.57 BILLION EBITDA XXX LNG Cargos But Venture Global $VG is swimming in debt Their Q3 operational metrics are staggering but a XXXX Debt-to-Equity ratio tells the real story. Here's the critical breakdown of their Q3 2025 report and why analysts tag the stock as "overvalued" #lng #natgas (Reply below to see the Q3 fee breakdown)"  
[X Link](https://x.com/jackprandelli/status/1975479418303701503) [@jackprandelli](/creator/x/jackprandelli) 2025-10-07T08:32Z XXX followers, 1830 engagements


"@robert_ivanhoe another big news for $CU after @FM_FCX"  
[X Link](https://x.com/jackprandelli/status/1976029418318594295) [@jackprandelli](/creator/x/jackprandelli) 2025-10-08T20:58Z XXX followers, XXX engagements


"🏆 #Copper just smashed a 16-month high at $10815 per tonne The price is up XX% but the reason is terrifying: Global supply is collapsing due to unprecedented catastrophic shocks This rally is about disaster not rising demand Here is the critical breakdown of the failing supply chain 👇"  
[X Link](https://x.com/jackprandelli/status/1976201740149002585) [@jackprandelli](/creator/x/jackprandelli) 2025-10-09T08:23Z XXX followers, XXX engagements


"The industry is facing unprecedented supply shocks globally The specific cuts driving this rally: Teck Resources cut its 2025 forecast by 40k tons (now 170-190k tons) and trimmed the next three years Their #Chile and Canada operations are suffering $X billion in budget overruns/damage @FM_FCX declared force majeure at Indonesia's #Grasberg mine (world's second-largest) after deadly flooding Major disruptions have also hit Chile and Congo The problems aren't going away and the market believes recovery will not be quick"  
[X Link](https://x.com/jackprandelli/status/1976201990913884663) [@jackprandelli](/creator/x/jackprandelli) 2025-10-09T08:24Z XXX followers, XX engagements


"Trump Wants More Natural-Gas Exports and Lower Energy Prices. Its Going to Be Tricky. Major gas basins are growing old and the U.S. lacks the proper infrastructure to ferry molecules where they are needed have a look at :#CheniereEnergyInc $LNG #lng #natgas"  
[X Link](https://x.com/jackprandelli/status/1977826074819178575) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T19:57Z XXX followers, XXX engagements


"#Aramco Trading Building a copper book joining oils rush into metals. ⚙🟧 From TotalEnergies to PetroChina energy giants are wiring into the metals trade. the next boom isnt barrels its cathodes. Black gold meets red metal. #Oil #Copper #EnergyTransition #Commodities #oott"  
[X Link](https://x.com/jackprandelli/status/1978167998738546797) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T18:36Z XXX followers, XXX engagements


"$CVX is pressing to have its say on $VG s request to delay startup at the Plaquemines LNG plant in Louisiana a project where Chevron holds long-term offtake rights. ⚖ $VG blames COVID-era setbacks but the stakes are higher now: arbitration already found it in breach with $BP and patience among buyers is wearing thin. If regulators grant the extension trust in U.S. #LNG timelines could take another dent just as global buyers crave reliability over price. #Gas #Energy"  
[X Link](https://x.com/jackprandelli/status/1978220192535581155) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T22:03Z XXX followers, XXX engagements


"$ADNOC is closing in on EU approval for its $17B takeover of Germanys $COV.DE one of the largest Gulf-to-EU deals ever After months of scrutiny #ADNOC offered key remedies: dropping state guarantees keeping Covestros IP in Europe and tweaking governance to calm subsidy fears. The concessions seem to have worked Brussels is expected to clear the deal with minor adjustments. The EUs new foreign subsidy rules are being tested and Gulf capital is learning how to play by them. If approved ADNOC wont just own a chemicals leader it will own the blueprint for how state-backed investors enter Europes"  
[X Link](https://x.com/jackprandelli/status/1978221714191634808) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T22:09Z XXX followers, XXX engagements


"@LNG_Investor_ $VG is trying to say that was due to COVID"  
[X Link](https://x.com/jackprandelli/status/1978227433711993218) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T22:32Z XXX followers, XXX engagements


"⚡ The Perfect Storm Why Hated Energy Stocks May Be Setting Up for Their Best Trade in Years Oil near $XX energy stocks bleeding red investors fleeing to AI and tech and yet this might be the setup of the decade. Right now: #ExxonMobils Darren Woods warns of a XX% annual production decline if investment stalls. #OPEC+ keeps announcing production hikes that barely materialize. #AI and data centers are quietly creating an energy demand shock no one is pricing in. And yet energy equities trade like the sectors finished. Read the full breakdown in The Merchants News (link in the comments) #Energy"  
[X Link](https://x.com/jackprandelli/status/1978429743125930284) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T11:56Z XXX followers, XXX engagements


"@DeItaone $NXT solid bet for us renewables sector"  
[X Link](https://x.com/jackprandelli/status/1978436827469033491) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T12:24Z XXX followers, XXX engagements


"TrumpXi: trade truce or war China just weaponized rare earths XX% of global refining Trump fired back with a XXX% tariff threat on all imports. Both sides claim they want dialogue yet neither is blinking. The summit in Seoul (Oct 31Nov 1) isnt just diplomacy its the fuse. ✅ Delay the tariffs or 💣 Light up the next phase of the trade war. Markets know it. Oil wobbles near $XX stocks hold their breath. A handshake could lift everything. A hard line could sink it all. #US #China #Trade #War #Trump"  
[X Link](https://x.com/jackprandelli/status/1978498578814550516) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T16:29Z XXX followers, XXX engagements


"Gold just blew past $4200/oz A new all-time high 🟨 Traders are betting hard on Fed rate cuts Powells tone turned dovish and global risk is flaring again from trade threats to slowing jobs. $XAG joined the rush hitting its own record. This isnt just a rally; its a vote of no confidence in stability. When faith fades liquidity hides in gold. #Gold #Markets #Inflation #Fed #Geopolitics"  
[X Link](https://x.com/jackprandelli/status/1978550778219638910) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T19:57Z XXX followers, XXX engagements


"@elerianm Gold $4200/oz means that Traders are betting hard on Fed rate cuts Powells tone turned dovish and global risk is flaring again from trade threats to slowing jobs"  
[X Link](https://x.com/jackprandelli/status/1978553735296012388) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:09Z XXX followers, XXX engagements


"@SecScottBessent China just broke the agreement of Geneva agreed last August. now it's more clear why China wants US to gather its allies and there will be a G7 vs Brics scenario"  
[X Link](https://x.com/jackprandelli/status/1978557478036979833) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:23Z XXX followers, 2166 engagements


"@KobeissiLetter Trumps tariff hammer is working $WTI and $LNG exporters could get more fresh contracts"  
[X Link](https://x.com/jackprandelli/status/1978561822429942239) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:41Z XXX followers, 2986 engagements


"The Trump administration is turning up the volume and the warning is clear⚠ Treasury Secretary @SecScottBessent and Trade Rep Jamieson Greer say Beijings new trade rules are a blueprint to control global supply chains from critical #minerals to manufacturing routes. Washington sees more than protectionism here it sees coordination export controls port fees tech barriers all tightening Chinas grip on the flow of goods the world depends on. Its a contest for who runs the arteries of global trade. #China #TradeWar #SupplyChains #Geopolitics #Markets"  
[X Link](https://x.com/jackprandelli/status/1978572333037113714) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T21:22Z XXX followers, XXX engagements


"#Indias refiners just got blindsided⚠ After Trump claimed Modi pledged to stop taking Russian crude state-owned refiners say theyve had no official guidance just headlines. Executives now expect short-term cuts in Russian imports as they wait for clarity from New Delhi. Energy diplomacy by surprise is risky one line from Washington can freeze barrels overnight. #Oil #OOTT #India #Russia #Geopolitics"  
[X Link](https://x.com/jackprandelli/status/1978752985023824034) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T09:20Z XXX followers, XX engagements


"@zerohedge European NATO allies pledge to buy more US weapons under PURL scheme for Ukraine"  
[X Link](https://x.com/jackprandelli/status/1978775855041073446) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T10:51Z XXX followers, XX engagements


"#ExxonMobil just hit first oil in Brazil after XXX years in the country 🛢 Bacalhau: 1B+ barrels recoverable 🌊 220000 bpd ⚙ 2000m depth A new chapter in global deepwater dominance begins"  
[X Link](https://x.com/jackprandelli/status/1978830145810022889) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T14:27Z XXX followers, XX engagements


"🌍 Top Oil Producers in 2025 This ranking highlights the XX largest oil companies by daily production. 🔹 Saudi @aramco dominates with XXXX million barrels per day. 🔹 Iraq National Oil Company and Rosneft follow with nearly X million. 🔹 Global majors like #ExxonMobil @ADNOCGroup PetroChina @Shell and @Chevron continue to shape the energy landscape. 📊 Oil remains one of the most strategic commodities worldwide balancing geopolitics economics and energy security. #oott"  
[X Link](https://x.com/jackprandelli/status/1978832556167401529) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T14:37Z XXX followers, XXX engagements


"@unusual_whales easy to say that with this scenario but what if Trump makes an agreement with China and peace in Ukraine like he did with Hamas and Israel "  
[X Link](https://x.com/jackprandelli/status/1978868510139781310) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T16:59Z XXX followers, XXX engagements


"BREAKING : oil prices are near their lowest points of the year hovering around the levels seen in April due to concerns over a potential global supply surplus increased OPEC+ production and US-China trade tensions. #OOTT"  
[X Link](https://x.com/jackprandelli/status/1978900972005916815) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T19:08Z XXX followers, XXX engagements


"@anasalhajji latest news are saying that US and India held constructive talks resulting in India reducing Russian oil imports by XX% says White House official"  
[X Link](https://x.com/jackprandelli/status/1978908243792437290) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T19:37Z XXX followers, XXX engagements


"The Bloomberg Commodity Index is heading for a weekly gain of more than X% and its highest close in three years lifting the year-to-date gain to 11.6%. The main driver has been another phenomenal week for precious metals with silver jumping XX% and gold adding 10%. All other sectors except energy (-3.3%) also contributed to the positive outcome with other strong performers including platinum group metals coffee cattle corn and wheat"  
[X Link](https://x.com/jackprandelli/status/1979095632355684602) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T08:02Z XXX followers, XXX engagements


"@SilverApeKing Poland China Kazakhstan Turkey. and many others they're not diversifying they're fleeing the dollar system"  
[X Link](https://x.com/jackprandelli/status/1979096325015687412) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T08:05Z XXX followers, XX engagements


"Oil prices officially fall below $57/barrel for the first time since May 5th now down -XX% since President Trump's inauguration. President Trump really wants gas prices below $2.00/gallon"  
[X Link](https://x.com/jackprandelli/status/1979215963321954664) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T16:00Z XXX followers, XX engagements


"Each dollar spent in Saudi Arabia yields more oil at lower cost and avoids the geopolitical fiscal and regulatory risks that come with overseas concessions. Aramcos model is simple: be the worlds lowest-cost most reliable oil supplier not a global explorer chasing marginal barrels"  
[X Link](https://x.com/jackprandelli/status/1979531532533407884) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T12:54Z XXX followers, XX engagements


"Aramcos international investments are concentrated in refining petrochemicals and hydrogen high-margin value-added sectors. Key assets include: Motiva (U.S.) S-Oil (South Korea) Amiral Complex (France) These assets stabilize cash flow when oil prices drop a classic integrated resilience strategy"  
[X Link](https://x.com/jackprandelli/status/1979531698866880581) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T12:55Z XXX followers, XX engagements


"Trumps tariff hammer is working and Indias oil map is shifting⚠ Facing XX% U.S. tariffsNew Delhi has promised to curb Russian crude imports in exchange for relief and a fast-tracked trade deal. $WTI and $LNG exporters are circling fresh contracts could drop within weeks. This is leverage diplomacy at full throttle: oil for tariffs trade for alignment. The next U.S.-India deal could redraw global energy flows. #oott #Oil #Energy #Trade #India #US #Geopolitics"  
[X Link](https://x.com/jackprandelli/status/1978561610047197186) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:40Z XXX followers, XXX engagements


"@zerohedge US $WTI and $LNG exporters could make fresh contracts whit Indian companies"  
[X Link](https://x.com/jackprandelli/status/1978562944209207760) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:45Z XXX followers, 1360 engagements


"Aramco controls some of the worlds largest and lowest-cost reserves from Ghawar (largest onshore field) to Safaniyah (largest offshore). Its far cheaper and less risky to boost output and efficiency at home than to drill in costly uncertain foreign basins"  
[X Link](https://x.com/jackprandelli/status/1979531469505876034) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T12:54Z XXX followers, XX engagements


"Where Aramco does go abroad it prefers strategic partnerships and equity stakes over full operatorship from Iraq and Oman to U.S. LNG projects. This approach ensures market access and diversification without exposure to political or operational risk"  
[X Link](https://x.com/jackprandelli/status/1979531594567242039) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T12:54Z XXX followers, XX engagements


"Canadas LNG Era Has Officially Begun On June XX 2025 LNG Canada shipped its first cargo from Kitimat B.C. making Canada the worlds newest LNG exporter. 🔹 Project backers: Shell (40%) Petronas (25%) PetroChina (15%) Mitsubishi (15%) KOGAS (5%) 🔹 Capacity: XXX Bcf/d when fully online by mid-2026 🔹 Market impact: AECO gas prices remain ultra-low ($0.55/MMBtu) despite new demand reflecting Canadas deep oversupply 🔹 Next in line: Woodfibre LNG (2027) Cedar LNG (2029) Ksi Lisims (early 2030s) could lift Canadas LNG export capacity to XXX Bcf/d by mid-2030s 💡 The startup of LNG Canada marks a"  
[X Link](https://x.com/jackprandelli/status/1973392343093907802) [@jackprandelli](/creator/x/jackprandelli) 2025-10-01T14:19Z XXX followers, XXX engagements


"🔥 The U.S. Dominates Global Natural Gas One Region Leads the Charge The U.S. now produces XXX bcm of natural gas per year outpacing Russias XXX bcm and reshaping global energy flows. #NaturalGas #Shale #Energy #LNG #US #Commodities"  
[X Link](https://x.com/jackprandelli/status/1977028221528129830) [@jackprandelli](/creator/x/jackprandelli) 2025-10-11T15:07Z XXX followers, XXX engagements


"ExxonMobil CEO XX% annual decline risk 🛢 Darren Woods says todays oil glut is short-term Without new investment supply could fall XX% per year tightening markets fast. #Brent $XX now but Woods warns the real shock comes later this decade. Cheap oil today is tomorrows shortage. #Oil #Energy #ExxonMobil #Markets"  
[X Link](https://x.com/jackprandelli/status/1977742978702565604) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T14:27Z XXX followers, 119.4K engagements


"In Q2 2025 the leading copper producers by tonnage included #BHP Group at 516200 tonnes with a XXXX% year-over-year increase #FreeportMcMoRan at 436809 tonnes with a XXXX% year-over-year decrease #Codelco at 365000 tonnes with an XXXXX% year-over-year increase #Zijin Mining at 282429 tonnes with a XXXXX% year-over-year increase #Southern Copper at 239980 tonnes with a XXXX% year-over-year decrease #Rio Tinto at 229000 tonnes with a XXXXX% year-over-year increase #CMOC at 183026 tonnes with a XXXX% year-over-year increase #Glencore at 176000 tonnes with a XXXXX% year-over-year decrease #KGHM"  
[X Link](https://x.com/jackprandelli/status/1977835183945478380) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T20:33Z XXX followers, XXX engagements


"the real winners are : Gold miners & refiners (#Newmont #Barrick #AngloGold): Gold above $4K is a paradigm shift; all-in sustaining costs are $1200-1400/oz so margins just exploded Copper producers with low political risk (Freeport-McMoRan Southern Copper #BHP): Supply constraints + potential China stimulus = pricing power Defense & rare earth plays (#Lynas $MP Materials Iluka): Chinas export licensing makes non-Chinese supply strategically critical Volatility sellers who stayed disciplined: Anyone who sold puts Friday into the panic and covered Monday morning captured 20-30% of premium in 48"  
[X Link](https://x.com/jackprandelli/status/1977860269465313670) [@jackprandelli](/creator/x/jackprandelli) 2025-10-13T22:13Z XXX followers, XXX engagements


"ConocoPhillips CEO Ryan Lance Theres no glut a lot of those OPEC+ barrels are paper ⚠ Despite bearish sentiment U.S. inventories stay low #Brent $XX and #wti below $XX futures scream surplus barrels dont. Paper gluts vanish when tanks run thin. #Oil #Energy #OOTT #Markets"  
[X Link](https://x.com/jackprandelli/status/1978022062913454295) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T08:56Z XXX followers, XXX engagements


"Trading houses are facing a colder wind Trafigura Vitol Glencore and Mercuria all warn that 2025 brings smaller rewards after the explosive profit years of 202223. Volatility has faded arbitrage gaps have narrowed and competition is crowding every edge. Margins are down about XX% from last year still roughly double pre-pandemic levels but the easy money has moved on⚖ Many are shifting to performance-based pay trimming non-core desks and rebuilding metals exposure where volatility still lives. The new game is efficiency not adrenaline. 2025 set the baseline .from here discipline and"  
[X Link](https://x.com/jackprandelli/status/1978177684078559648) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T19:14Z XXX followers, XXX engagements


"$OXY CEO Vicki Hollub sees oil holding near $XX through 2026💥 Steady not spectacular. But shes betting on the long game: supply tightens U.S. output peaks later this decade and discipline wins🛢 Debt down no new deals OxyChem sold to #Berkshire investors knocked shares XXX% But the move builds resilience. When volatility returns lean balance sheets lead. $XX oil isnt a ceiling its the calm before the constraint #Oil #Energy #oott #OPEC"  
[X Link](https://x.com/jackprandelli/status/1978179183768404427) [@jackprandelli](/creator/x/jackprandelli) 2025-10-14T19:20Z XXX followers, 4361 engagements


"@KobeissiLetter Wall Street average allocation to gold XXX% Wall Street average allocation to crypto XXX% still massive asset allocation for crypto"  
[X Link](https://x.com/jackprandelli/status/1978558744750395459) [@jackprandelli](/creator/x/jackprandelli) 2025-10-15T20:28Z XXX followers, XXX engagements


"🛢 Brent Could Fall Below $XX Bank of America just fired the loudest warning shot yet ⚠ The Numbers Behind the Selloff: 📉 #WTI: $XXXXX 📉 #Brent: $XXXXX 🔻 Down X% since Oct. X lowest in five months 📦 Global inventories: XXX billion barrels highest since 2021 🚢 @Oil on water rose XXX million barrels in September If Brent breaks $XX expect shale capex cuts #OPEC budgets to strain and energy stocks to fold. When confidence evaporates crude collapses. #oott #BofA"  
[X Link](https://x.com/jackprandelli/status/1978792655157854339) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T11:58Z XXX followers, XXX engagements


"The energy chessboard just turned into a knife fight⚠ #Trump spoke with #Putin one day before #Zelensky lands in Washington to push for Tomahawk missiles. Trump says he will be meeting with Putin in Budapest to see if they can reach a deal to end the war between Russia and Ukraine. Hours earlier Russia hit Ukraine with XXX drones and XX missiles. Trump claimed #Modi vowed to stop buying Russian oil (India for the moment denies it) China flatly refuses. Japans now under U.S. pressure to follow. the White House is weaponizing tariffs and barrels XX% on India XXX% coming for China to choke off"  
[X Link](https://x.com/jackprandelli/status/1978873541761081357) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T17:19Z XXX followers, XXX engagements


"We've just heard from White House Press Secretary Karoline Leavitt who says the call between Putin and Trump "lasted more than two hours". Speaking to reporters in Washington Leavitt echoed many of the things Trump said about the call in his Truth Social post including that it was "good and productive" and that he feels "great progress" was made. Discussions will continue when Zelensky visits the White House tomorrow she says adding that Trump "deserves great credit" for pursuing peace negotiations so soon after brokering the Gaza ceasefire"  
[X Link](https://x.com/jackprandelli/status/1978879478685217021) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T17:43Z XXX followers, XXX engagements


"@zerohedge Press Secretary Karoline Leavitt says the call between Putin and Trump "lasted more than two hours" and it was good and productive and that he feels great progress was made. Discussions will continue when Zelensky visits the White House tomorrow"  
[X Link](https://x.com/jackprandelli/status/1978880984410972416) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T17:49Z XXX followers, XXX engagements


"* U.S. and India held constructive talks resulting in India reducing Russian oil imports by XX% says White House official. Thats go against what India's foreign ministry said today: "not aware" of a phone call in which US President Donald Trump claimed Indian Prime Minister Narendra Modi agreed to stop purchasing #Russianoil #oott"  
[X Link](https://x.com/jackprandelli/status/1978902022675132602) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T19:13Z XXX followers, XXX engagements


"➡ North Americas LNG export capacity could more than double by 2029 Liquefied natural gas (LNG) exporters in the United States have announced plans to more than double U.S. liquefaction capacity adding an estimated XXXX billion cubic feet per day (Bcf/d) between 2025 and 2029 according to our Liquefaction Capacity File and trade press reports. The United States is already the largest exporter in the world with XXXX Bcf/d of capacity. More broadly LNG export capacity in North America is on track to increase from XXXX Bcf/d at the beginning of 2024 to XXXX Bcf/d in 2029 if projects currently"  
[X Link](https://x.com/jackprandelli/status/1978906633355874792) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T19:31Z XXX followers, XXX engagements


"BREAKING: Ukraine's President #Zelensky has just landed in Washington ahead of his meeting with US President #Trump tomorrow"  
[X Link](https://x.com/jackprandelli/status/1978911191696093404) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T19:49Z XXX followers, XXX engagements


"@GoldTelegraph_ everything is settle to go even higher"  
[X Link](https://x.com/jackprandelli/status/1978917030691487842) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T20:12Z XXX followers, 1362 engagements


"@PeterSchiff Where are we now"  
[X Link](https://x.com/jackprandelli/status/1978953434138087503) [@jackprandelli](/creator/x/jackprandelli) 2025-10-16T22:37Z XXX followers, 84K engagements


"@anasalhajji #ExxonMobil just hit first oil in Brazil 🛢 Bacalhau: 1B+ barrels recoverable 🌊 220000 bpd ⚙ 2000m depth"  
[X Link](https://x.com/jackprandelli/status/1979053892873732268) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T05:16Z XXX followers, XXX engagements


"Argentinas shale boom is running on fumes and on Trumps credit⚠ President #Mileis deregulation lit a fire under Vaca Muerta pushing output to 815000 b/d up XX% YoY. Pipelines are expanding investors returning inflation collapsing. But cracks are showing: Oil below $XX squeezes margins. Infrastructure still years behind. Peso stability depends on $40B in U.S. swap lines and Trumps political goodwill. If Milei holds the line Argentina could hit 1.5M b/d by 2030 and join $PBR and $XOM in South Americas export club. If not Vaca Muerta risks becoming another ghost super-basin rich in rock poor in"  
[X Link](https://x.com/jackprandelli/status/1979236328903778379) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T17:21Z XXX followers, XX engagements


"💥 India starts buying oil from Exxon. replacing Russia Indian refineries have purchased X million barrels of oil from Guyana through U.S. company #ExxonMobil with deliveries set to begin in early 2026 Reuters reports. The move deals a blow to Moscows position as India is one of Russias largest oil buyers. New Delhi appears to be diversifying its imports amid pressure from the U.S. to stop funding the war. Russia has not commented yet but the message has been heard loud and clear. #oott #India"  
[X Link](https://x.com/jackprandelli/status/1979268555783749927) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T19:29Z XXX followers, XXX engagements


"Global reserves (approx): X USD: XX% X Gold: XX% X EUR: XX% X CNY: X% The #euro was supposed to challenge the #dollar. Instead #gold did. 📊 Read my latest Article: WELCOME TO THE ERA OF GOLD 🏆"  
[X Link](https://x.com/jackprandelli/status/1979307979762434239) [@jackprandelli](/creator/x/jackprandelli) 2025-10-17T22:06Z XXX followers, XXX engagements


"@HayekAndKeynes Global reserves (approx): X USD: XX% X Gold: XX% X EUR: XX% X CNY: 3%"  
[X Link](https://x.com/jackprandelli/status/1979500477759844727) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T10:51Z XXX followers, XX engagements


"They are buying gold bc the chart of the CNY is going to look like the chart below.but with a higher CNY the exports will decline"  
[X Link](https://x.com/jackprandelli/status/1979502878583648284) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T11:00Z XXX followers, XXX engagements


"Saudi Arabias Vision 2030 strategy prioritizes: Maximizing value from domestic resources Building energy security and employment at home Diversifying the national economy Massive overseas upstream investments could drain capital from those core national objectives"  
[X Link](https://x.com/jackprandelli/status/1979531755087446017) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T12:55Z XXX followers, XX engagements


"🚨BREAKING: There is now a XXX% chance the #Fed will cut rates next week. Will #Powell go for XX or XX bps"  
[X Link](https://x.com/jackprandelli/status/1979533389645631923) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T13:01Z XXX followers, XX engagements


"@Barchart Who makes the most profit per employee in oil & gas The numbers are staggering: aramco: $2.3M per employee in 2022. ExxonMobil: $0.9M. Chevron: $0.8M. Equinor: $1.4M. Shell& TotalEnergies: $0.5M. Others (Petrobras Eni bp): $0.3M$0.8M"  
[X Link](https://x.com/jackprandelli/status/1979560969132241227) [@jackprandelli](/creator/x/jackprandelli) 2025-10-18T14:51Z XXX followers, 2302 engagements