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[@capconstrained](/creator/twitter/capconstrained)
"$CVX raising $6.5bn from Oil Sands and Duvernay Sales. Now if they can handle the Portuguese government $CVX has plenty in the kitty to go after $Galp.ls Chevron Announces US$6.5 bn Sale of Its Interests in the Athabasca Oil Sands Project and Duvernay Shale"  
[X Link](https://x.com/capconstrained/status/1843235080715559265) [@capconstrained](/creator/x/capconstrained) 2024-10-07T10:21Z XXX followers, XXX engagements


"Based upon my base case for PEL XX oil production to reach 600k/day in X years my end state will likely be a max leverage long of $Galp.ls"  
[X Link](https://x.com/capconstrained/status/1867159083180314633) [@capconstrained](/creator/x/capconstrained) 2024-12-12T10:46Z XXX followers, XXX engagements


"I'm surprised to see US ownership over XX% for $Galp.ls"  
[X Link](https://x.com/capconstrained/status/1867267774198010056) [@capconstrained](/creator/x/capconstrained) 2024-12-12T17:58Z XXX followers, XXX engagements


"I think we need to add #OrangeBasin to our posts. $sei.v $galp.ls $aoi.to $TTE $CVX $WDS $Pcl.ax"  
[X Link](https://x.com/capconstrained/status/1868332771535638767) [@capconstrained](/creator/x/capconstrained) 2024-12-15T16:30Z XXX followers, 1307 engagements


"What are $SEI.v's options should $Galp.ls accept $PBR's current offer Bose's goal is immediate monetization of some portion of $SEI's holdings. The QatarEnergy entry into PEL XX allows an easier exit of PEL XX for $SEI since there are X behemoths capable of buying $SEI's stake. 4/6"  
[X Link](https://x.com/capconstrained/status/1870442068486566149) [@capconstrained](/creator/x/capconstrained) 2024-12-21T12:11Z XXX followers, XXX engagements


"As a shareholder of $SEI.v I would advocate staying in PEL XX as long as possible. There would be no reason for me to invest in $Galp.ls if this were the case. Fin"  
[X Link](https://x.com/capconstrained/status/1870446432605679897) [@capconstrained](/creator/x/capconstrained) 2024-12-21T12:29Z XXX followers, XXX engagements


"Custos version is the best version $SEI.v $Galp.ls #OrangeBasin"  
[X Link](https://x.com/capconstrained/status/1874094413632463030) [@capconstrained](/creator/x/capconstrained) 2024-12-31T14:05Z XXX followers, 1228 engagements


"Very positive Mopane comments during the $Galp.ls call. Farmout by 4Q25. Reiterated 10bn barrels ooip"  
[X Link](https://x.com/capconstrained/status/1916833954327396440) [@capconstrained](/creator/x/capconstrained) 2025-04-28T12:36Z XXX followers, XXX engagements


"@rayferraro21 @NYIslanders Schaefer reminds me of Scott Niedermayer. You played against Scottie N do you see what I see"  
[X Link](https://x.com/capconstrained/status/1979216294281949345) [@capconstrained](/creator/x/capconstrained) 2025-10-17T16:01Z XXX followers, XX engagements