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#  @BubleQe LNG QE 🇨🇦
Canadian LNG companies, particularly Tourmaline Oil ($tou.to) and ARC Resources ($arx.to), are making significant moves in the Montney region, with $arx.to supplying gas to LNG Canada and having agreements with major players like Shell and Cheniere. Consolidation in the industry is underway, with $arx.to and other companies like Tourmaline Oil and Canadian Natural Resources ($cnq.to) positioning themselves for future growth. The outlook for Canadian LNG exports is bright, with several projects, including LNG Canada Phase 2, Ksi Lisims LNG, and Cedar LNG, expected to drive demand for natural gas from the BC Montney region.
### Engagements: XXXXX [#](/creator/twitter::1187495086453448704/interactions)
- X Week XXXXXX +37%
- X Month XXXXXXX +36%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +56%
### Mentions: XX [#](/creator/twitter::1187495086453448704/posts_active)
- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX -XXXX%
- X Year XXXXX +41%
### Followers: XXXXX [#](/creator/twitter::1187495086453448704/followers)
- X Week XXXXX +0.25%
- X Month XXXXX +0.97%
- X Months XXXXX +1.90%
- X Year XXXXX +7.40%
### CreatorRank: XXXXXXX [#](/creator/twitter::1187495086453448704/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [stocks](/list/stocks) XXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX%
**Social topic influence**
[$arxto](/topic/$arxto) #3, [gas](/topic/gas) #1552, [$touto](/topic/$touto) #1, [$wcpto](/topic/$wcpto) #1, [ab](/topic/ab) #1599, [$tpzto](/topic/$tpzto) #1, [canada](/topic/canada) 3.74%, [$tou](/topic/$tou) #2, [$cnqto](/topic/$cnqto) #1, [$keyto](/topic/$keyto) #7
**Top accounts mentioned or mentioned by**
[@alexss94736924](/creator/undefined) [@tourmalineoil](/creator/undefined) [@arcresources](/creator/undefined) [@inthemoneypod](/creator/undefined) [@stephenkalil](/creator/undefined) [@assettraveller](/creator/undefined) [@dstiver34](/creator/undefined) [@jamesjstuartb](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@notjaso79646447](/creator/undefined) [@daverothwell8](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@telus](/creator/undefined) [@zorzee](/creator/undefined) [@louisro96503649](/creator/undefined) [@razoroil](/creator/undefined) [@rytetz29](/creator/undefined) [@darrenjmoots](/creator/undefined) [@geo_fed](/creator/undefined) [@trevorrose](/creator/undefined)
**Top assets mentioned**
[Veren Inc. (VRN)](/topic/$vrn) [Copiosa Coin (COP2)](/topic/$cop) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Birake (BIR)](/topic/$bir) [Legence Corp. Class A Common stock (LGN)](/topic/$lgn) [Ovintiv, Inc. (OVV)](/topic/$ovv) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [Equilibria Finance (EQB)](/topic/$eqb) [Royal Bank of Canada (RY)](/topic/$ry) [Accelerant Holdings (ARX)](/topic/$arx)
### Top Social Posts
Top posts by engagements in the last XX hours
"As promised Energy ( Nat Gas #LNG Power & Energy Infrastructure ) update: ✔Added $CEI.V (Caught a fish). 🔼Increased $TOU.TO 🔼Increased $ARX.TO 🔼Increased $TPZ.TO 🔼Increased $KEY.TO 🔽Decreased $CPX.TO ➡Exited: $SCR.TO ➡Exited: #Investing"
[X Link](https://x.com/BubleQe/status/1993406068127678971) 2025-11-25T19:46Z 9392 followers, 9154 engagements
"Kudos $PPL.TO ;) #EnergyInfrastructure #Montney"
[X Link](https://x.com/BubleQe/status/1987008424295735355) 2025-11-08T04:04Z 9385 followers, 2164 engagements
"@trevor_rose_ Good interview Trevor. respect for JP. Skated around the decline question almost contradicted i.e. absence of organic growth the corp production decline should be lower. $TOU (Montney) Septimus gas declines get down as low as XX% after only a few years for comparison"
[X Link](https://x.com/BubleQe/status/1994087974674350436) 2025-11-27T16:56Z 9380 followers, XXX engagements
"The Tao of Jeet Kune $TOU 👇🏻"
[X Link](https://x.com/BubleQe/status/1994474379015815310) 2025-11-28T18:32Z 9380 followers, 1102 engagements
"@DarrenJMoots This one is a bit older Darren but it's still a fair summary of the $TPZ.TO business model & value levers. The X year $TOU plan + $TVE & $HWX growth plans cements material organic royalty production growth"
[X Link](https://x.com/BubleQe/status/1996343246126256266) 2025-12-03T22:18Z 9380 followers, XXX engagements
"From a valuation perspective the BC Montney has now mostly been consolidated yet is primary gas supply for 6-8Bcf/d of West Coast #LNG. Below are fair & reasonable 2030 figures using a simple per flowing barrel perspective for BC Montney production:"
[X Link](https://x.com/BubleQe/status/1996758428015063365) 2025-12-05T01:48Z 9380 followers, 1547 engagements
"My hope as a shareholder is we get to see this plan through to the end. For me it's not only lucrative but also fun. $TOU plan fits into my thesis & every move NEBC full cycle growth (and divesting PRH) is 'exactly' what I feel are correct strategic moves. But lets see"
[X Link](https://x.com/BubleQe/status/1996759246743204294) 2025-12-05T01:51Z 9380 followers, 1003 engagements
"@Merlice1 @BeegJj cc'd your burner/troll account Rick cc: @metzger_ri24956"
[X Link](https://x.com/BubleQe/status/1996798759687303377) 2025-12-05T04:28Z 9380 followers, XX engagements
"Here's where it gets fun. My view is that $ARX.TO has a plethora of options but the most lucrative option for shareholders is to monetize & integrate. Attachie options: $COP $CNQ & $WCP.TO AB Montney options: $CNQ & $WCP.TO NEBC South Montney options: $TOU.TO"
[X Link](https://x.com/BubleQe/status/1997014585296191537) 2025-12-05T18:45Z 9385 followers, XXX engagements
"2025+ Energy Portfolio given milestone reviews & some opportunities. Notable changes given valuations & theme alignment: 🔼Increased: $TOU.TO $ARX.TO $PPL.TO 🔽Decreased: $SCR.TO $ENB.TO $TRP.TO Exited: $GEI.TO $SOBO.TO $MXG.TO #CanadianLNG #LNG #NaturalGas #Dividends"
[X Link](https://x.com/BubleQe/status/1966540239415222385) 2025-09-12T16:31Z 9386 followers, 37.4K engagements
"$PPL.TO now up 7+% in the last month. Sub $50/sh was a gift. #Investing"
[X Link](https://x.com/BubleQe/status/1970870902666731696) 2025-09-24T15:20Z 9386 followers, 5340 engagements
"Today's adds: ☑ $ARX.TO / @arcresources ☑ $PPL.TO / @PembinaPipeline #Investing"
[X Link](https://x.com/BubleQe/status/1986818222210093327) 2025-11-07T15:29Z 9385 followers, 3925 engagements
"Which of $BIR $KEL $LGN $PEY or storm is a logical fit to acquire $TOU.TO's PRH assets"
[X Link](https://x.com/BubleQe/status/1991254691565462000) 2025-11-19T21:18Z 9385 followers, 1854 engagements
"A $CEI.V slide map illustrating $CNQ.TO & $ARX.TO contiguous acreage ("hand in glove") in the NEBC #Montney A logical transaction: 1) Secures Diluent/Condy for the 340kbbls #OilSands growth plan 2) .63Bcf/d of #LNG supply agreements 3) Becomes largest #Oil & #NatGas producer"
[X Link](https://x.com/BubleQe/status/1991930276948365708) 2025-11-21T18:02Z 9385 followers, 4028 engagements
"re: David Szybunka "Own the Resource" comments on @inthemoneypod. ☑ $ARX.TO has XX% more drilling inventory (2000+ locations) at $0.00/Gj #NatGas break even than $PEY.TO 'total' inventory (1600 locations see IRR's). See verifiable graphs below both externally audited"
[X Link](https://x.com/BubleQe/status/1991940882585784630) 2025-11-21T18:44Z 9385 followers, 4949 engagements
"Info on $TOU.TO / @TourmalineOil 's Peace River High assets. These will be monetized proceeds put directly into the NEBC #Montney development plan. 25k boed will be replaced with liquids rich BC Montney greenfield production. = 25k x (30k-40k) pfb = $750M - $1BN"
[X Link](https://x.com/BubleQe/status/1993781714641146196) 2025-11-26T20:39Z 9386 followers, 2265 engagements
"$TPZ.TO / Topaz Energy (Royalty & Infrastructure co). Up XX% in the last month & paying a nice X% Dividend which will continue to grow alongside Cash Flow Growth & royalty production growth (see $TOU.TO's X yr plan). World Class Business Model right here in . #Investing"
[X Link](https://x.com/BubleQe/status/1995544335358869749) 2025-12-01T17:23Z 9386 followers, 2864 engagements
"$CNQ.TO $ARX.TO #Consolidation #LNG"
[X Link](https://x.com/BubleQe/status/1995551028285243846) 2025-12-01T17:50Z 9386 followers, 3546 engagements
"@inthemoneypod @BarrySchwartzBW Barry (& Ernest) will be proven to be correct. Difference between investing in a compounding business & watching a stock chart to analyze 'performance'. $TOU.TO have 2x'd production since 2020 & have consolidated the highest quality gas play in North America the BC #Montney"
[X Link](https://x.com/BubleQe/status/1996000758857334797) 2025-12-02T23:37Z 9386 followers, XXX engagements
"10 full days now of $X gj AECO spot pricing with winter 2027 futures averaging $3.50gj. ☑ Mike Rose's spot on rebalance call: "3 weeks". More to come as Phase X continues to ramp up sponging up WCSB gas supply. $TOU.TO 7-9% of total gas is sold as #LNG target 15%"
[X Link](https://x.com/BubleQe/status/1996257123270082740) 2025-12-03T16:36Z 9386 followers, 3984 engagements
"See below in the wild Tourmaline ( $TOU.TO) Paramount ( $POU.TO) & Pembina Gas ( $PPL.TO) carrying Natural Gas processing capacity growth in Canada through 2030: #LNG"
[X Link](https://x.com/BubleQe/status/1996266987853648051) 2025-12-03T17:15Z 9385 followers, 3154 engagements
"$ARX.TO clean sweep "9 of the top XX wells all from its condensate-rich Montney acreag". Note: $OVV with a Tower Montney well which averaged XXX bbl/d of condensate and an impressive 6599 mcf/d of gas one of the highest gas rates among this months oil/condensate leaders""
[X Link](https://x.com/BubleQe/status/1996306259537256778) 2025-12-03T19:51Z 9386 followers, 5577 engagements
"@WSB_redditor Gotta drop the "Oil" from Tourmaline Oil + NYSE listing. Tourmaline Gas"
[X Link](https://x.com/BubleQe/status/1996711506524958959) 2025-12-04T22:41Z 9385 followers, XX engagements
"2026 NYMEX #NaturalGas strip is $XXXX USD. Despite a heavy 2026 (full cycle growth) $1BN Capital Budget - #NEBC gas plant(s) construction $TOU.TO's FCF yield is now in the 7-10% range @ $64/sh. Production growth ladders up YoY through 2031 while PRH expected to be monetized"
[X Link](https://x.com/BubleQe/status/1996753317150810225) 2025-12-05T01:27Z 9386 followers, 2595 engagements
"LNG exports are ramping & #NaturalGas demand continues to climb & the price breaks out now. Here are the largest Canadian NatGas producers in order: $TOU.TO $CNQ.TO $ARX.TO $OVV.TO @Petronas $WCP.TO $CVE.TO 2026 will be fun :) #Investing #LNG #CanadianLNG"
[X Link](https://x.com/BubleQe/status/1996984041799930319) 2025-12-05T16:44Z 9387 followers, 4535 engagements
"$AAV.TO 2026 plant turnaround (Shutdown). .425Bcf/d processing capacity offline for X weeks. Keep an eye on these things as gas demand ramps & 'producer' gas storage capacity grows (in Canada)"
[X Link](https://x.com/BubleQe/status/1996998293470302218) 2025-12-05T17:41Z 9385 followers, XXX engagements
"In 2030 Harvard Queen's Ivey Rotman MBA students will be reading a case study on @TourmalineOil 's strategic masterclass in the Regional & Global #NaturalGas / #LNG trade. Simply amazing to follow every milestone checked off. Bookmark this tweet"
[X Link](https://x.com/BubleQe/status/1997005085042528292) 2025-12-05T18:08Z 9384 followers, 4809 engagements
"But things haven't stayed equal. $WCP.TO have consolidated much of the AB Montney since 2021 notably in the same resource that $ARX.TO operate in Alberta - Kakwa Karr Lator. The merger with $CPG / $VRN pushing $WCP.TO production now to 370kboepd (liquids rich gas)"
[X Link](https://x.com/BubleQe/status/1997010110452060537) 2025-12-05T18:28Z 9387 followers, XXX engagements
"$WCP.TO have become Investment Grade & the usual parameters are eerily on par with $ARX.TO akin to the similarities with $VRN (aka duplication redundancy & lost opportunities in X companies vs. 1)"
[X Link](https://x.com/BubleQe/status/1997010724376482161) 2025-12-05T18:30Z 9386 followers, 1400 engagements
"This is your side by side of $ARX.TO & $WCP.TO & I'll share a jest (but serious) view that there is considerable duplication & redundancy which sets up for consolidation / economies of scale & greater rich for 'bigger opportunities'"
[X Link](https://x.com/BubleQe/status/1997011058503078176) 2025-12-05T18:31Z 9386 followers, XXX engagements
"$WCP $VRN announced the merger in Q1 2025. This made a lot of sense & sprung the consolidated $WCP to the top of the (liquids rich gas) leaderboard alongside $ARX.TO"
[X Link](https://x.com/BubleQe/status/1997011966179852676) 2025-12-05T18:35Z 9385 followers, 1253 engagements
"In the AB #Montney $ARX.TO & $WCP.TO are directly adjacent & even recent drilling licences are drilling in the same resource Kakwa Karr & Lator. Aka consolidated synergies with plants processing & pipes + Gas/Liquids marketing. See below:"
[X Link](https://x.com/BubleQe/status/1997013971367522387) 2025-12-05T18:43Z 9386 followers, XXX engagements
"Of note at these TTF/JKM prices the 'margins' for $TOU.TO (and soon to be $ARX.TO) are $X USD ( $XXXX Mcf CAD) for Canadian Natural Gas marketed as LNG via the USGC. Margin not 'price'. 'Very' healthy. #LNG #NaturalGas"
[X Link](https://x.com/BubleQe/status/1988673299367489957) 2025-11-12T18:20Z 9386 followers, 4110 engagements
"Today's adds: ☑ $T.TO / @TELUS Locked in a XXXX% #Dividend Yield on Cost. Plenty of commercial opportunities in Western Canada / AI/Data Centre build outs. #Investing"
[X Link](https://x.com/BubleQe/status/1975986688561381887) 2025-10-08T18:08Z 9386 followers, 6309 engagements
"Today's adds: $T.TO / @TELUS #Infrastructure #Dividends"
[X Link](https://x.com/BubleQe/status/1981787953845448733) 2025-10-24T18:20Z 9386 followers, 4593 engagements
"@RazorOil This stuff is such tripe. Comparing $PEY to $TOU is like comparing $EQB to $RY. $CR.TO was the best gas weighted SMID in the sector by a country mile but no chart now to compare to $PEY.TO but the returns remain :) $TOU add 1x Peyto on steroids (BC Montney) every XXX yrs. ✈"
[X Link](https://x.com/BubleQe/status/1983554137297207363) 2025-10-29T15:18Z 9386 followers, XXX engagements
"Now that $WCP.TO / $VRN has concluded a next logical merger is as follows: $ARX.TO + $WCP.TO ☑Liquids rich #Montney behomoth ☑800kboepd production ☑Consolidate Kakwa/Karr AB Montney ☑800 mmf/d #LNG agreements ☑Near "net zero" Senior Inv. Grade producer #Consolidation"
[X Link](https://x.com/BubleQe/status/1965806464393756939) 2025-09-10T15:55Z 9391 followers, 26.6K engagements
"Must admit strongly believed that buying the $KEY.R sub $40/sh was an absolute no brainer. Common shares are $45.40/sh. #Dividend Yield on Cost sub $40/sh = 5.46%. All goes to reasonably to plan looking at a X yr XX% 'total return' including the dividend. #Investing"
[X Link](https://x.com/BubleQe/status/1994462242197098996) 2025-11-28T17:43Z 9391 followers, 2529 engagements
"$TPZ.TO deep value sub $25/sh perfect place to accumulate. Appreciation = XX% w/ dividend = XX% total return. Note: $TPZ.TO = Canada's 'lowest cost' #NaturalGas production. The dividend will continue to grow. 1/x #Investing"
[X Link](https://x.com/BubleQe/status/1994523898982141992) 2025-11-28T21:48Z 9391 followers, 3248 engagements
"Thought exercise: $ARX.TO has built a tremendous company but my opinion only feel it's time to monetize what has been built how (to whom) & reasons why. For both shareholder returns & the greater (sector) good. 1/x. $TOU.TO $WCP.TO $CNQ.TO $COP"
[X Link](https://x.com/BubleQe/status/1997007669048275020) 2025-12-05T18:18Z 9392 followers, 6669 engagements
"In the same way that $SCR.TO sold their #Montney assets to X 'logical' parties ( $TOU.TO $CNQ.TO & $ARX.TO) this would be the same type of transaction. Logically two parties can make sense ( $TOU.TO & $WCP.TO) as noted above"
[X Link](https://x.com/BubleQe/status/1997015091032871184) 2025-12-05T18:47Z 9392 followers, 1051 engagements
"Canadian Apartment REIT ( $CAR.UN). This should have been a gem with Canada's housing shortage & mass immigration. Absolute mutton however🐑. #Investing"
[X Link](https://x.com/BubleQe/status/1997115569187733601) 2025-12-06T01:27Z 9392 followers, 8532 engagements
"These are the $TOU.TO assets discussed above:"
[X Link](https://x.com/BubleQe/status/1997461427523932400) 2025-12-07T00:21Z 9392 followers, 1212 engagements
"$WCP.TO $VRN.TO #Consolidation #Montney #Energy"
[X Link](https://x.com/BubleQe/status/1834324100141252820) 2024-09-12T20:12Z 9392 followers, 15.1K engagements
"$CNR.TO $CNE now back to 2019 prices a X year round trip. Tax Loss selling/buying season could be interesting. #Investing"
[X Link](https://x.com/BubleQe/status/1970133806557602245) 2025-09-22T14:31Z 9388 followers, 3893 engagements
"Highlighted $KEY.TO's KAPS (condensate pipeline) extension into NEBC - $ARX.TO $COP $TOU.TO growing BC condy volumes). KAPS transports condensate from the Montney & Duvernay for usage in Oil Sands blend. currently 'imports' XX% of necessary Condensate supply from ❌"
[X Link](https://x.com/BubleQe/status/1982092910863765978) 2025-10-25T14:32Z 9392 followers, 2122 engagements
"Will be 2x (significant) LNG FIDs in Canada in 2026. Will need investment in new plants / processing and overall gas infrastructure. Opportunity knocks: $PPL.TO $KEY.TO $TPZ.TO $TOU.TO $SHEL NRM ✔ See below. 👇🏻"
[X Link](https://x.com/BubleQe/status/1984073416580985153) 2025-10-31T01:42Z 9392 followers, 1445 engagements
"This weeks #Energy adds: ✔ $KEY.TO / @KeyeraCorp Keen on both the Plains acquisition expands the NGL (Natural Gas Liquids) infrastructure cross-Canada & KAPS expansion (Condensate Pipe from NEBC into AB for #OilSands blend). #EnergyInfrastructure #Dividends #NaturalGas"
[X Link](https://x.com/BubleQe/status/1984268633884037440) 2025-10-31T14:38Z 9392 followers, 5805 engagements
"Todays adds: ✅ $KEY.TO / @KeyeraCorp #EnergyInfrastructure #NaturalGas"
[X Link](https://x.com/BubleQe/status/1985392722048664065) 2025-11-03T17:04Z 9392 followers, 1377 engagements
"Today's adds: $ARX.TO / @arcresources #LNG #NaturalGas"
[X Link](https://x.com/BubleQe/status/1988656722987348332) 2025-11-12T17:14Z 9388 followers, 3327 engagements
"$ARX.TO is right up there in the 'highest quality' category. #Investing #Montney"
[X Link](https://x.com/BubleQe/status/1988797806514192405) 2025-11-13T02:35Z 9389 followers, 3350 engagements
"Pine Cliff Energy the premier Alberta #NaturalGas name for rising gas price torque 'materially' outperforming it's SMID peer $PEY.TO & our X NatGas seniors $ARX.TO & $TOU.TO. $PNE X month return including dividends 50%. No position big respect for #TeamPhil. #Investing"
[X Link](https://x.com/BubleQe/status/1989804666214027362) 2025-11-15T21:16Z 9389 followers, 5507 engagements
"@DarrenJMoots thx brother. Congrats. $TPZ.TO too I hope"
[X Link](https://x.com/BubleQe/status/1996279477220073699) 2025-12-03T18:04Z 9391 followers, XX engagements
"$CNQ.TO $CNQ up XX% in the last month as funds flow into Canada / Canadian E&P. Accumulating April pullbacks (mid $30's) ( I did) total shareholder return = XX% including dividends (6% YoC for buyers then) 🔥 Buy proven quality with excellent mgmt never in doubt"
[X Link](https://x.com/BubleQe/status/1996675480725213485) 2025-12-04T20:18Z 9391 followers, 5102 engagements
"$5 USD = $X CAD w/ FX. #NaturalGas"
[X Link](https://x.com/BubleQe/status/1996706305483157749) 2025-12-04T22:20Z 9390 followers, 1695 engagements
"Keep an eye on CAD #NaturalGas producer 'storage' strategies. Canadian Natural Gas: 1) Oligopoly. 2) Manage supply to best meet demand (economics). #NatGas storage is the extension of "2". XX% of Canada's #NatGas is now produced by only X companies. $TOU.TO $CNQ.TO $ARX.TO"
[X Link](https://x.com/BubleQe/status/1997001181315633287) 2025-12-05T17:52Z 9391 followers, 3419 engagements
"All things held equal 2021 $ARX.TO became the premier 'liquids rich' Natural Gas producer in Canada merging with $VII (Seven Generations) & putting together two peer producers. $WCP.TO production at the time was around 100kboepd. 2/x"
[X Link](https://x.com/BubleQe/status/1997009048978575858) 2025-12-05T18:23Z 9390 followers, XXX engagements
"$TOU.TO acquire the NEBC South Montney assets further cementing $TOU as Canada's premier #NaturalGas producer (+1Bcf/d). $WCP.TO / $ARX merge (all stock): AB Montney & Attachie) combined $ARX / $WCP becomes the premier 'liquids rich gas' producer in Canada (+ 225kboepd)"
[X Link](https://x.com/BubleQe/status/1997017447057236063) 2025-12-05T18:57Z 9391 followers, 1807 engagements
"Updated: $WCP.TO $ARX.TO #Consolidation #Montney"
[X Link](https://x.com/BubleQe/status/1997120828555612256) 2025-12-06T01:48Z 9392 followers, 6184 engagements
"$TOU.TO options for Peace River High assets in AB. One option is to spin out into a $TOU partly owned newco. Newco would command new funding + $TOU own % shares of newco. Akin to the $TPZ model. Newco can inject CapEx to grow & within X yrs $TOU sells its position in newco"
[X Link](https://x.com/BubleQe/status/1997438582034760135) 2025-12-06T22:50Z 9392 followers, 3426 engagements
"Which is the better Tax Loss buy this week"
[X Link](https://x.com/BubleQe/status/1998074875835998211) 2025-12-08T16:59Z 9392 followers, 4689 engagements
"Quite a busy time over at $AR. Acquiring .8Bcf/d of (privately held) production (For $2.8BN USD). Acquiring Midstream assets for $1.1BN. Divesting Ohio Utica upstream assets for $800M USD Divesting Utica midstream assets for $XXX million. #Consolidation"
[X Link](https://x.com/BubleQe/status/1998116789260062853) 2025-12-08T19:45Z 9392 followers, XXX engagements
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@BubleQe LNG QE 🇨🇦
Canadian LNG companies, particularly Tourmaline Oil ($tou.to) and ARC Resources ($arx.to), are making significant moves in the Montney region, with $arx.to supplying gas to LNG Canada and having agreements with major players like Shell and Cheniere. Consolidation in the industry is underway, with $arx.to and other companies like Tourmaline Oil and Canadian Natural Resources ($cnq.to) positioning themselves for future growth. The outlook for Canadian LNG exports is bright, with several projects, including LNG Canada Phase 2, Ksi Lisims LNG, and Cedar LNG, expected to drive demand for natural gas from the BC Montney region.
Engagements: XXXXX #
- X Week XXXXXX +37%
- X Month XXXXXXX +36%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +56%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX -XXXX%
- X Year XXXXX +41%
Followers: XXXXX #
- X Week XXXXX +0.25%
- X Month XXXXX +0.97%
- X Months XXXXX +1.90%
- X Year XXXXX +7.40%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXX% cryptocurrencies XXX% stocks XXX% currencies XXXX% exchanges XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $arxto #3, gas #1552, $touto #1, $wcpto #1, ab #1599, $tpzto #1, canada 3.74%, $tou #2, $cnqto #1, $keyto #7
Top accounts mentioned or mentioned by @alexss94736924 @tourmalineoil @arcresources @inthemoneypod @stephenkalil @assettraveller @dstiver34 @jamesjstuartb @vanisleinvestor @notjaso79646447 @daverothwell8 @plutusofcrete89 @telus @zorzee @louisro96503649 @razoroil @rytetz29 @darrenjmoots @geo_fed @trevorrose
Top assets mentioned Veren Inc. (VRN) Copiosa Coin (COP2) Canadian Natural Resources Limited (CNQ) Birake (BIR) Legence Corp. Class A Common stock (LGN) Ovintiv, Inc. (OVV) CRESCENT POINT ENERGY CORP. (CPG) Equilibria Finance (EQB) Royal Bank of Canada (RY) Accelerant Holdings (ARX)
Top Social Posts
Top posts by engagements in the last XX hours
"As promised Energy ( Nat Gas #LNG Power & Energy Infrastructure ) update: ✔Added $CEI.V (Caught a fish). 🔼Increased $TOU.TO 🔼Increased $ARX.TO 🔼Increased $TPZ.TO 🔼Increased $KEY.TO 🔽Decreased $CPX.TO ➡Exited: $SCR.TO ➡Exited: #Investing"
X Link 2025-11-25T19:46Z 9392 followers, 9154 engagements
"Kudos $PPL.TO ;) #EnergyInfrastructure #Montney"
X Link 2025-11-08T04:04Z 9385 followers, 2164 engagements
"@trevor_rose_ Good interview Trevor. respect for JP. Skated around the decline question almost contradicted i.e. absence of organic growth the corp production decline should be lower. $TOU (Montney) Septimus gas declines get down as low as XX% after only a few years for comparison"
X Link 2025-11-27T16:56Z 9380 followers, XXX engagements
"The Tao of Jeet Kune $TOU 👇🏻"
X Link 2025-11-28T18:32Z 9380 followers, 1102 engagements
"@DarrenJMoots This one is a bit older Darren but it's still a fair summary of the $TPZ.TO business model & value levers. The X year $TOU plan + $TVE & $HWX growth plans cements material organic royalty production growth"
X Link 2025-12-03T22:18Z 9380 followers, XXX engagements
"From a valuation perspective the BC Montney has now mostly been consolidated yet is primary gas supply for 6-8Bcf/d of West Coast #LNG. Below are fair & reasonable 2030 figures using a simple per flowing barrel perspective for BC Montney production:"
X Link 2025-12-05T01:48Z 9380 followers, 1547 engagements
"My hope as a shareholder is we get to see this plan through to the end. For me it's not only lucrative but also fun. $TOU plan fits into my thesis & every move NEBC full cycle growth (and divesting PRH) is 'exactly' what I feel are correct strategic moves. But lets see"
X Link 2025-12-05T01:51Z 9380 followers, 1003 engagements
"@Merlice1 @BeegJj cc'd your burner/troll account Rick cc: @metzger_ri24956"
X Link 2025-12-05T04:28Z 9380 followers, XX engagements
"Here's where it gets fun. My view is that $ARX.TO has a plethora of options but the most lucrative option for shareholders is to monetize & integrate. Attachie options: $COP $CNQ & $WCP.TO AB Montney options: $CNQ & $WCP.TO NEBC South Montney options: $TOU.TO"
X Link 2025-12-05T18:45Z 9385 followers, XXX engagements
"2025+ Energy Portfolio given milestone reviews & some opportunities. Notable changes given valuations & theme alignment: 🔼Increased: $TOU.TO $ARX.TO $PPL.TO 🔽Decreased: $SCR.TO $ENB.TO $TRP.TO Exited: $GEI.TO $SOBO.TO $MXG.TO #CanadianLNG #LNG #NaturalGas #Dividends"
X Link 2025-09-12T16:31Z 9386 followers, 37.4K engagements
"$PPL.TO now up 7+% in the last month. Sub $50/sh was a gift. #Investing"
X Link 2025-09-24T15:20Z 9386 followers, 5340 engagements
"Today's adds: ☑ $ARX.TO / @arcresources ☑ $PPL.TO / @PembinaPipeline #Investing"
X Link 2025-11-07T15:29Z 9385 followers, 3925 engagements
"Which of $BIR $KEL $LGN $PEY or storm is a logical fit to acquire $TOU.TO's PRH assets"
X Link 2025-11-19T21:18Z 9385 followers, 1854 engagements
"A $CEI.V slide map illustrating $CNQ.TO & $ARX.TO contiguous acreage ("hand in glove") in the NEBC #Montney A logical transaction: 1) Secures Diluent/Condy for the 340kbbls #OilSands growth plan 2) .63Bcf/d of #LNG supply agreements 3) Becomes largest #Oil & #NatGas producer"
X Link 2025-11-21T18:02Z 9385 followers, 4028 engagements
"re: David Szybunka "Own the Resource" comments on @inthemoneypod. ☑ $ARX.TO has XX% more drilling inventory (2000+ locations) at $0.00/Gj #NatGas break even than $PEY.TO 'total' inventory (1600 locations see IRR's). See verifiable graphs below both externally audited"
X Link 2025-11-21T18:44Z 9385 followers, 4949 engagements
"Info on $TOU.TO / @TourmalineOil 's Peace River High assets. These will be monetized proceeds put directly into the NEBC #Montney development plan. 25k boed will be replaced with liquids rich BC Montney greenfield production. = 25k x (30k-40k) pfb = $750M - $1BN"
X Link 2025-11-26T20:39Z 9386 followers, 2265 engagements
"$TPZ.TO / Topaz Energy (Royalty & Infrastructure co). Up XX% in the last month & paying a nice X% Dividend which will continue to grow alongside Cash Flow Growth & royalty production growth (see $TOU.TO's X yr plan). World Class Business Model right here in . #Investing"
X Link 2025-12-01T17:23Z 9386 followers, 2864 engagements
"$CNQ.TO $ARX.TO #Consolidation #LNG"
X Link 2025-12-01T17:50Z 9386 followers, 3546 engagements
"@inthemoneypod @BarrySchwartzBW Barry (& Ernest) will be proven to be correct. Difference between investing in a compounding business & watching a stock chart to analyze 'performance'. $TOU.TO have 2x'd production since 2020 & have consolidated the highest quality gas play in North America the BC #Montney"
X Link 2025-12-02T23:37Z 9386 followers, XXX engagements
"10 full days now of $X gj AECO spot pricing with winter 2027 futures averaging $3.50gj. ☑ Mike Rose's spot on rebalance call: "3 weeks". More to come as Phase X continues to ramp up sponging up WCSB gas supply. $TOU.TO 7-9% of total gas is sold as #LNG target 15%"
X Link 2025-12-03T16:36Z 9386 followers, 3984 engagements
"See below in the wild Tourmaline ( $TOU.TO) Paramount ( $POU.TO) & Pembina Gas ( $PPL.TO) carrying Natural Gas processing capacity growth in Canada through 2030: #LNG"
X Link 2025-12-03T17:15Z 9385 followers, 3154 engagements
"$ARX.TO clean sweep "9 of the top XX wells all from its condensate-rich Montney acreag". Note: $OVV with a Tower Montney well which averaged XXX bbl/d of condensate and an impressive 6599 mcf/d of gas one of the highest gas rates among this months oil/condensate leaders""
X Link 2025-12-03T19:51Z 9386 followers, 5577 engagements
"@WSB_redditor Gotta drop the "Oil" from Tourmaline Oil + NYSE listing. Tourmaline Gas"
X Link 2025-12-04T22:41Z 9385 followers, XX engagements
"2026 NYMEX #NaturalGas strip is $XXXX USD. Despite a heavy 2026 (full cycle growth) $1BN Capital Budget - #NEBC gas plant(s) construction $TOU.TO's FCF yield is now in the 7-10% range @ $64/sh. Production growth ladders up YoY through 2031 while PRH expected to be monetized"
X Link 2025-12-05T01:27Z 9386 followers, 2595 engagements
"LNG exports are ramping & #NaturalGas demand continues to climb & the price breaks out now. Here are the largest Canadian NatGas producers in order: $TOU.TO $CNQ.TO $ARX.TO $OVV.TO @Petronas $WCP.TO $CVE.TO 2026 will be fun :) #Investing #LNG #CanadianLNG"
X Link 2025-12-05T16:44Z 9387 followers, 4535 engagements
"$AAV.TO 2026 plant turnaround (Shutdown). .425Bcf/d processing capacity offline for X weeks. Keep an eye on these things as gas demand ramps & 'producer' gas storage capacity grows (in Canada)"
X Link 2025-12-05T17:41Z 9385 followers, XXX engagements
"In 2030 Harvard Queen's Ivey Rotman MBA students will be reading a case study on @TourmalineOil 's strategic masterclass in the Regional & Global #NaturalGas / #LNG trade. Simply amazing to follow every milestone checked off. Bookmark this tweet"
X Link 2025-12-05T18:08Z 9384 followers, 4809 engagements
"But things haven't stayed equal. $WCP.TO have consolidated much of the AB Montney since 2021 notably in the same resource that $ARX.TO operate in Alberta - Kakwa Karr Lator. The merger with $CPG / $VRN pushing $WCP.TO production now to 370kboepd (liquids rich gas)"
X Link 2025-12-05T18:28Z 9387 followers, XXX engagements
"$WCP.TO have become Investment Grade & the usual parameters are eerily on par with $ARX.TO akin to the similarities with $VRN (aka duplication redundancy & lost opportunities in X companies vs. 1)"
X Link 2025-12-05T18:30Z 9386 followers, 1400 engagements
"This is your side by side of $ARX.TO & $WCP.TO & I'll share a jest (but serious) view that there is considerable duplication & redundancy which sets up for consolidation / economies of scale & greater rich for 'bigger opportunities'"
X Link 2025-12-05T18:31Z 9386 followers, XXX engagements
"$WCP $VRN announced the merger in Q1 2025. This made a lot of sense & sprung the consolidated $WCP to the top of the (liquids rich gas) leaderboard alongside $ARX.TO"
X Link 2025-12-05T18:35Z 9385 followers, 1253 engagements
"In the AB #Montney $ARX.TO & $WCP.TO are directly adjacent & even recent drilling licences are drilling in the same resource Kakwa Karr & Lator. Aka consolidated synergies with plants processing & pipes + Gas/Liquids marketing. See below:"
X Link 2025-12-05T18:43Z 9386 followers, XXX engagements
"Of note at these TTF/JKM prices the 'margins' for $TOU.TO (and soon to be $ARX.TO) are $X USD ( $XXXX Mcf CAD) for Canadian Natural Gas marketed as LNG via the USGC. Margin not 'price'. 'Very' healthy. #LNG #NaturalGas"
X Link 2025-11-12T18:20Z 9386 followers, 4110 engagements
"Today's adds: ☑ $T.TO / @TELUS Locked in a XXXX% #Dividend Yield on Cost. Plenty of commercial opportunities in Western Canada / AI/Data Centre build outs. #Investing"
X Link 2025-10-08T18:08Z 9386 followers, 6309 engagements
"Today's adds: $T.TO / @TELUS #Infrastructure #Dividends"
X Link 2025-10-24T18:20Z 9386 followers, 4593 engagements
"@RazorOil This stuff is such tripe. Comparing $PEY to $TOU is like comparing $EQB to $RY. $CR.TO was the best gas weighted SMID in the sector by a country mile but no chart now to compare to $PEY.TO but the returns remain :) $TOU add 1x Peyto on steroids (BC Montney) every XXX yrs. ✈"
X Link 2025-10-29T15:18Z 9386 followers, XXX engagements
"Now that $WCP.TO / $VRN has concluded a next logical merger is as follows: $ARX.TO + $WCP.TO ☑Liquids rich #Montney behomoth ☑800kboepd production ☑Consolidate Kakwa/Karr AB Montney ☑800 mmf/d #LNG agreements ☑Near "net zero" Senior Inv. Grade producer #Consolidation"
X Link 2025-09-10T15:55Z 9391 followers, 26.6K engagements
"Must admit strongly believed that buying the $KEY.R sub $40/sh was an absolute no brainer. Common shares are $45.40/sh. #Dividend Yield on Cost sub $40/sh = 5.46%. All goes to reasonably to plan looking at a X yr XX% 'total return' including the dividend. #Investing"
X Link 2025-11-28T17:43Z 9391 followers, 2529 engagements
"$TPZ.TO deep value sub $25/sh perfect place to accumulate. Appreciation = XX% w/ dividend = XX% total return. Note: $TPZ.TO = Canada's 'lowest cost' #NaturalGas production. The dividend will continue to grow. 1/x #Investing"
X Link 2025-11-28T21:48Z 9391 followers, 3248 engagements
"Thought exercise: $ARX.TO has built a tremendous company but my opinion only feel it's time to monetize what has been built how (to whom) & reasons why. For both shareholder returns & the greater (sector) good. 1/x. $TOU.TO $WCP.TO $CNQ.TO $COP"
X Link 2025-12-05T18:18Z 9392 followers, 6669 engagements
"In the same way that $SCR.TO sold their #Montney assets to X 'logical' parties ( $TOU.TO $CNQ.TO & $ARX.TO) this would be the same type of transaction. Logically two parties can make sense ( $TOU.TO & $WCP.TO) as noted above"
X Link 2025-12-05T18:47Z 9392 followers, 1051 engagements
"Canadian Apartment REIT ( $CAR.UN). This should have been a gem with Canada's housing shortage & mass immigration. Absolute mutton however🐑. #Investing"
X Link 2025-12-06T01:27Z 9392 followers, 8532 engagements
"These are the $TOU.TO assets discussed above:"
X Link 2025-12-07T00:21Z 9392 followers, 1212 engagements
"$WCP.TO $VRN.TO #Consolidation #Montney #Energy"
X Link 2024-09-12T20:12Z 9392 followers, 15.1K engagements
"$CNR.TO $CNE now back to 2019 prices a X year round trip. Tax Loss selling/buying season could be interesting. #Investing"
X Link 2025-09-22T14:31Z 9388 followers, 3893 engagements
"Highlighted $KEY.TO's KAPS (condensate pipeline) extension into NEBC - $ARX.TO $COP $TOU.TO growing BC condy volumes). KAPS transports condensate from the Montney & Duvernay for usage in Oil Sands blend. currently 'imports' XX% of necessary Condensate supply from ❌"
X Link 2025-10-25T14:32Z 9392 followers, 2122 engagements
"Will be 2x (significant) LNG FIDs in Canada in 2026. Will need investment in new plants / processing and overall gas infrastructure. Opportunity knocks: $PPL.TO $KEY.TO $TPZ.TO $TOU.TO $SHEL NRM ✔ See below. 👇🏻"
X Link 2025-10-31T01:42Z 9392 followers, 1445 engagements
"This weeks #Energy adds: ✔ $KEY.TO / @KeyeraCorp Keen on both the Plains acquisition expands the NGL (Natural Gas Liquids) infrastructure cross-Canada & KAPS expansion (Condensate Pipe from NEBC into AB for #OilSands blend). #EnergyInfrastructure #Dividends #NaturalGas"
X Link 2025-10-31T14:38Z 9392 followers, 5805 engagements
"Todays adds: ✅ $KEY.TO / @KeyeraCorp #EnergyInfrastructure #NaturalGas"
X Link 2025-11-03T17:04Z 9392 followers, 1377 engagements
"Today's adds: $ARX.TO / @arcresources #LNG #NaturalGas"
X Link 2025-11-12T17:14Z 9388 followers, 3327 engagements
"$ARX.TO is right up there in the 'highest quality' category. #Investing #Montney"
X Link 2025-11-13T02:35Z 9389 followers, 3350 engagements
"Pine Cliff Energy the premier Alberta #NaturalGas name for rising gas price torque 'materially' outperforming it's SMID peer $PEY.TO & our X NatGas seniors $ARX.TO & $TOU.TO. $PNE X month return including dividends 50%. No position big respect for #TeamPhil. #Investing"
X Link 2025-11-15T21:16Z 9389 followers, 5507 engagements
"@DarrenJMoots thx brother. Congrats. $TPZ.TO too I hope"
X Link 2025-12-03T18:04Z 9391 followers, XX engagements
"$CNQ.TO $CNQ up XX% in the last month as funds flow into Canada / Canadian E&P. Accumulating April pullbacks (mid $30's) ( I did) total shareholder return = XX% including dividends (6% YoC for buyers then) 🔥 Buy proven quality with excellent mgmt never in doubt"
X Link 2025-12-04T20:18Z 9391 followers, 5102 engagements
"$5 USD = $X CAD w/ FX. #NaturalGas"
X Link 2025-12-04T22:20Z 9390 followers, 1695 engagements
"Keep an eye on CAD #NaturalGas producer 'storage' strategies. Canadian Natural Gas: 1) Oligopoly. 2) Manage supply to best meet demand (economics). #NatGas storage is the extension of "2". XX% of Canada's #NatGas is now produced by only X companies. $TOU.TO $CNQ.TO $ARX.TO"
X Link 2025-12-05T17:52Z 9391 followers, 3419 engagements
"All things held equal 2021 $ARX.TO became the premier 'liquids rich' Natural Gas producer in Canada merging with $VII (Seven Generations) & putting together two peer producers. $WCP.TO production at the time was around 100kboepd. 2/x"
X Link 2025-12-05T18:23Z 9390 followers, XXX engagements
"$TOU.TO acquire the NEBC South Montney assets further cementing $TOU as Canada's premier #NaturalGas producer (+1Bcf/d). $WCP.TO / $ARX merge (all stock): AB Montney & Attachie) combined $ARX / $WCP becomes the premier 'liquids rich gas' producer in Canada (+ 225kboepd)"
X Link 2025-12-05T18:57Z 9391 followers, 1807 engagements
"Updated: $WCP.TO $ARX.TO #Consolidation #Montney"
X Link 2025-12-06T01:48Z 9392 followers, 6184 engagements
"$TOU.TO options for Peace River High assets in AB. One option is to spin out into a $TOU partly owned newco. Newco would command new funding + $TOU own % shares of newco. Akin to the $TPZ model. Newco can inject CapEx to grow & within X yrs $TOU sells its position in newco"
X Link 2025-12-06T22:50Z 9392 followers, 3426 engagements
"Which is the better Tax Loss buy this week"
X Link 2025-12-08T16:59Z 9392 followers, 4689 engagements
"Quite a busy time over at $AR. Acquiring .8Bcf/d of (privately held) production (For $2.8BN USD). Acquiring Midstream assets for $1.1BN. Divesting Ohio Utica upstream assets for $800M USD Divesting Utica midstream assets for $XXX million. #Consolidation"
X Link 2025-12-08T19:45Z 9392 followers, XXX engagements