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# ![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1029087530996494337.png) @Energy_Tidbits Dan Tsubouchi

Dan Tsubouchi posts on X about ford, cos, boe, cash flow the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1029087530996494337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:interactions.svg)

- X Week XXXXXX +55%
- X Month XXXXXXX +33%
- X Months XXXXXXXXX +2.50%
- X Year XXXXXXXXX +0.28%

### Mentions: XX [#](/creator/twitter::1029087530996494337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:posts_active.svg)

- X Week XX +2.20%
- X Month XXX +83%
- X Months XXX +74%
- X Year XXX +55%

### Followers: XXXXXX [#](/creator/twitter::1029087530996494337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:followers.svg)

- X Week XXXXXX +0.19%
- X Month XXXXXX +1.10%
- X Months XXXXXX +7.60%
- X Year XXXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::1029087530996494337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029087530996494337/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1029087530996494337/influence)
---

**Social category influence**
[finance](/list/finance)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [stocks](/list/stocks)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[ford](/topic/ford) #803, [cos](/topic/cos) #87, [boe](/topic/boe), [cash flow](/topic/cash-flow), [china](/topic/china), [volvo](/topic/volvo), [productivity](/topic/productivity), [$psk](/topic/$psk), [nina](/topic/nina), [trump tariff](/topic/trump-tariff)

**Top assets mentioned**
[FANG Token (FANG)](/topic/$fang) [Scroll (SCR)](/topic/$scr) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts [#](/creator/twitter::1029087530996494337/posts)
---
Top posts by engagements in the last XX hours

"Too bad no analyst questions on $PSK Q2 call. PSK always gives great insights into Cdn E&P plays to watch. Basel Quartz in Southern AB. # of new discoveries. light oil w/ liquids rich solution gas fast payouts. Duvernay: "step-change improvements in initial well productivity in the Duvernay oil window in the West Shale ." XX spud YTD vs XX spud in all of 2024. Continued activity in Clearwater largest Cdn conventional oil play and Mannville heavy oil & Mississippian light oil in SE Sask. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945295124873011415) 2025-07-16 01:31:14 UTC 12.9K followers, 2703 engagements


"Weather 101: It is never XXX% predictable. Neutral/La Nina for ASO peak Atlantic hurricane season is normally supportive for normal to above normal activity. Neutral/La Nina for DJF peak winter is normally supportive for normal type winters. #oott #NatGas"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945309960809889907) 2025-07-16 02:30:11 UTC 12.9K followers, 3407 engagements


"Good morning Key markets as of approx 5:30am MT on July XX. Copper still at $XXX Trump tariff worries seem to be setting the tone post his latest tariff letters. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943635597664674062) 2025-07-11 11:36:52 UTC 12.9K followers, 1034 engagements


"Chevron's X mmboe/d Permian production is a reminder that US top shale/tight "OIL" plays like Bakken and Permian get gassier as the play matures. Oil % of total Permian boe/d production: 2024: XXXX% 2023: XXXX% 2022: XXXX% Fits my ๐Ÿ‘‡July X post. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946022486988279830) 2025-07-18 01:41:30 UTC 12.9K followers, 3841 engagements


"WOW What TotalEnergies reportedly wants for security to restart its Mozambique LNG. "Pouyanne says TotalEnergies will only start if it can convert the Afungi peninsula into a fortress with no gates and no access by land. People and cargoes would have to arrive and leave only by air or sea; Afungi already has a large landing strip and dock. TotalEnergies is already working with Rwandan military on anti-drone protection and on naval protection probably requiring control of the sea for X to XX kilometres off shore. Lifting force majeure also requires that the agreement with Rwanda to provide"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946028160069578770) 2025-07-18 02:04:03 UTC 12.9K followers, 2989 engagements


"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267007160393773) 2025-07-18 17:53:09 UTC 12.9K followers, 1631 engagements


"Key Cdn "OIL" play advantages vs US "OIL" plays. See ๐Ÿ‘‡May XX memo excerpt. $SCR says MEG acquisition "is generally getting more of what we already have which is long-life low-decline high free cash flow oil." Permian is high decline. See 02/12/24 post $FANG said base Permian decline is XX% See 05/12/25 post. Cdn conventional light/medium oil plays are no-frack plays. See my ๐Ÿ‘‡last night post on EIA STEO Jul shows gas % of total boe production keeps increasing in Bakken & Permian "oil" plays. #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943436925249139054) 2025-07-10 22:27:24 UTC 12.9K followers, 2965 engagements


"Meta's Hyperion Data Center in Louisiana is bullish for #NatGas demand. Zuckerberg's ๐Ÿ‘‡ post today on its Hyperion and Prometheus data centers. See my ๐Ÿ‘‡12/04/24 post on why Meta's $10b AI data center in Louisiana will inevitably be powered by #NatGas. ie. EIA data shows almost no renewables in LA. #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1944924717561053435) 2025-07-15 00:59:22 UTC 12.9K followers, 4897 engagements


"Game changer for next UK general election UK to lower voting age to allow XX & XX to vote. I remember when the US lowered its voting age to XX in 1971 as they were already drafting XX yr old men for Vietnam and theory was it they are old enough to get drafted they should have a vote"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945937902896333257) 2025-07-17 20:05:24 UTC 12.9K followers, XXX engagements


"Massive AI Data Centers = Need for 24/7 #NatGas power. Blackstone''s $25b to support build out of PENN digital & energy infrastructure and help catalyze an additional $60b investment into the Commonwealth. Also incl Blackstone formed a joint venture with PPL to invest in new PENN natural gas power generation facilities and "PENN is uniquely suited to serve as a strategic hub to power the nations AI objectives given its abundant low-cost energy that accounts for XX% of the nations natural gas production." #oott #Marcellus"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945212946264850788) 2025-07-15 20:04:41 UTC 12.9K followers, 2557 engagements


"11th consecutive week of declining WoW US oil rigs at work. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +9.1% or +9 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised today to XXX oil XXX gas. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943806487220170835) 2025-07-11 22:55:55 UTC 12.9K followers, 3861 engagements


"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946267069168898129) 2025-07-18 17:53:23 UTC 12.9K followers, 2140 engagements


"China consumer June retail sales +4.8% YoY down MoM vs May +6.4% YoY which was best YoY month since Dec 2023 Retail sales YoY % June +4.8% YoY May +6.4% Apr +5.1% Mar +5.9% No Jan/Feb data 2024 Dec +3.7% Nov +3.0% Oct +4.8% Sep +3.2% Aug +2.1% July +2.7% Jun +2.0% May +3.7% Apr +2.3% Mar +3.1% No Jan/Feb data 2023 Dec +7.4% Nov +10.1% Nowhere near pre-Covid steady +8-11%. #oott Thx @business"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1944946076349554972) 2025-07-15 02:24:14 UTC 12.9K followers, 1984 engagements


"Germany says it urgently needs more investments #NatGas fired power plants to have a stable power supply. 24/7 #NatGas and #Coal stepped in for Germany in H1/25 when wind wasn't blowing. Despite wind & solar capacity adds in 2024 renewable produced less kWh and XX% of electricity in H1/25 vs XX% in H1/24. Germany highlighted ". we also urgently need the basis on which companies can make appropriate decisions for the necessary investments in H2-ready and gas-fired power plants. With their secured power and storage systems a stable power supply is possible" #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945282652216680758) 2025-07-16 00:41:40 UTC 12.9K followers, 4644 engagements


"ICYMI. Moody's Chief Economist @Markzandi's "red flare" warning thread on US housing market"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945178370792108332) 2025-07-15 17:47:17 UTC 12.9K followers, 1251 engagements


"Boe/d is the sum of oil NGLs and natural gas production converted to a barrels of oil equivalent per day. So when Chevron says its Permian LT target is X mmboe/d that is XX% or 440000 boe/d crude oil 270000 boe/d NGLs and 290000 boe/d #NatGas. Chevron's Niemeyer saying cutting rigs/frack spreads as it nears its LT target X mmboe/d will reduce capex to maintain its X mmboe/d. reports @CrowleyKev. This is exactly what CEO Wirth said in Q4/24. See my ๐Ÿ‘‡12/08/24 post. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946020219656536160) 2025-07-18 01:32:30 UTC 12.9K followers, 4532 engagements


"WCS less WTI diffs narrowed $XXXX WoW to a still low $XXXXX on July XX. Reminder WCS less WTI diffs normally narrow thru May/June and then start to modestly widen. But post TMX diffs stayed narrow in H2/24. Thx @business #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1943811754670404018) 2025-07-11 23:16:51 UTC 12.9K followers, 5744 engagements


"China pledges to bring rational approach to New Energy Vehicles market ie. stop the big price cutting and hit to margins. Xinhua (state media). Don't forget China ICE sales are still big See my ๐Ÿ‘‡Jul X post. #EVs #BEVs #PHEVs #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1946362777389633944) 2025-07-19 00:13:42 UTC 12.9K followers, 1863 engagements


"Volvo takes $1.2b "adjusting the financial assumptions for the EX90 and ES90 platform due to previous launch delays and new import tariffs in several markets. The Volvo EX90 will have a reduced lifecycle profitability" See my ๐Ÿ‘‡Feb X post. Volvo warned 2025 to be down for volume/profits AND the next X yrs will shape the next X decades if they will be a winner or lose. #OOTT #EV #BEV #PHEV"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1944905279591850173) 2025-07-14 23:42:07 UTC 12.9K followers, 2517 engagements


"No surprise US EV co's increasing incentives for buyers to step up in Jul/Aug/Sep to buy new EVs before incentives are gone. But expect big QoQ drop in Q4. "If youre an American looking to buy a car right now youll notice an awful lot of deals on electric vehicles. Ford is offering free home chargers; its also offering EV loans at X percent as are Chevy Hyundai Nissan Polestar Toyota and Volkswagen. Lots of EV-makers are offering cash bonuses and leases are shockingly cheap. In short its a great time to buy your first electric car." @jwherrman Big Beautiful Bill ending #EV credits Sept 30."  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945973370023211099) 2025-07-17 22:26:20 UTC 12.9K followers, 2279 engagements


"Negative for WCS less WTI diffs. US increasing WoW medium/heavy oil imports for July XX week from: Saudi +375000 b/d WoW Iraq +150000 Colombia +330000 Medium/heavy WoW decreases from: Canada -573000 b/d WoW Ecuador -225000 #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945655404895384031) 2025-07-17 01:22:51 UTC 12.9K followers, 9072 engagements


"As expected most aren't adding oil rigs despite price spike until they see how Israel/Iran plays out a bit. US oil rigs -X WoW to XXX US gas rigs -X WoW to XXX US oil rigs now -XXX% or -XX rigs vs Apr XX US gas rigs now +12.1% or +12 rigs vs Apr XX. Baker Hughes US Oil & NatGas rigs. 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1936110086713491574) 2025-06-20 17:13:10 UTC 12.9K followers, 8198 engagements


"Saudi Aramco CEO Nasser ".our expectation for the rest of the year to average XXX to XXX million barrels of demand growth driven by demand not only in developing countries but we've seen gasoline spike in the US.we see healthy global demand will continue to increase over the longer term" Thx @anasalhajji for all the video clips from Vienna. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1942952503257243676) 2025-07-09 14:22:29 UTC 12.9K followers, 6790 engagements


"Finally US #Oil imports from Venezuela are zero for 07/11 week. Taken a long time considering Chevron said on May X no longer flowing to US and only an X day tanker trip. @EIAgov oil imports from VEN Week ended: 04/18: XXX kbd 04/25: XXX 05/02: XXX 05/09: XXX 05/16: XX 05/23: XXX 05/30: XXX 06/06: XXX 06/13: XXX 06/20: XX 06/27: XX 07/04: XX 07/11: zero #OOTT"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945653747654512983) 2025-07-17 01:16:16 UTC 12.9K followers, 3112 engagements


"Great reminder from @SheDrills on @EIAgov "Reference Case" forecast model for peak US oil production in 2027 is based on $XX. Lower XX wellhead price in 2024$/b: Oil production. 2024: $XX. XXXXX mmb/d 2025: $XX. XXXXX. 2026: $XX. XXXXX 2027: $XX. XXXXX 2028. $XX. XXXXX 2029. $XX. XXXXX 2030. $XX. XXXXX #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945593945469456400) 2025-07-16 21:18:38 UTC 12.9K followers, 4183 engagements


"Volvo Cars CEO reminds of key EV/BEV macro trends. "very challenging environment" "electric market is maybe not growing as fast as we thought some years ago" "also pragmatically plug-in hybrids plug-in hybrids with a longer range as a solution that probably we will need for some more years than we thought" Shares down XX% YoY as electric plan hasn't worked. #oott"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945976411476693070) 2025-07-17 22:38:25 UTC 12.9K followers, 1430 engagements


"Good morning Key markets as of approx 5:30am MT on July XX. More US financial just reported: Goldman Morgan Stanley BofA. This is a little spreadsheet I fill in the morning for a picture of key markets"  
![@Energy_Tidbits Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1029087530996494337.png) [@Energy_Tidbits](/creator/x/Energy_Tidbits) on [X](/post/tweet/1945447100394967324) 2025-07-16 11:35:08 UTC 12.9K followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Energy_Tidbits Avatar @Energy_Tidbits Dan Tsubouchi

Dan Tsubouchi posts on X about ford, cos, boe, cash flow the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX +55%
  • X Month XXXXXXX +33%
  • X Months XXXXXXXXX +2.50%
  • X Year XXXXXXXXX +0.28%

Mentions: XX #

Mentions Line Chart

  • X Week XX +2.20%
  • X Month XXX +83%
  • X Months XXX +74%
  • X Year XXX +55%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.19%
  • X Month XXXXXX +1.10%
  • X Months XXXXXX +7.60%
  • X Year XXXXXX +15%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance automotive brands countries stocks currencies cryptocurrencies travel destinations

Social topic influence ford #803, cos #87, boe, cash flow, china, volvo, productivity, $psk, nina, trump tariff

Top assets mentioned FANG Token (FANG) Scroll (SCR) Morgan Stanley (MS)

Top Social Posts #


Top posts by engagements in the last XX hours

"Too bad no analyst questions on $PSK Q2 call. PSK always gives great insights into Cdn E&P plays to watch. Basel Quartz in Southern AB. # of new discoveries. light oil w/ liquids rich solution gas fast payouts. Duvernay: "step-change improvements in initial well productivity in the Duvernay oil window in the West Shale ." XX spud YTD vs XX spud in all of 2024. Continued activity in Clearwater largest Cdn conventional oil play and Mannville heavy oil & Mississippian light oil in SE Sask. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 01:31:14 UTC 12.9K followers, 2703 engagements

"Weather 101: It is never XXX% predictable. Neutral/La Nina for ASO peak Atlantic hurricane season is normally supportive for normal to above normal activity. Neutral/La Nina for DJF peak winter is normally supportive for normal type winters. #oott #NatGas"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 02:30:11 UTC 12.9K followers, 3407 engagements

"Good morning Key markets as of approx 5:30am MT on July XX. Copper still at $XXX Trump tariff worries seem to be setting the tone post his latest tariff letters. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-11 11:36:52 UTC 12.9K followers, 1034 engagements

"Chevron's X mmboe/d Permian production is a reminder that US top shale/tight "OIL" plays like Bakken and Permian get gassier as the play matures. Oil % of total Permian boe/d production: 2024: XXXX% 2023: XXXX% 2022: XXXX% Fits my ๐Ÿ‘‡July X post. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 01:41:30 UTC 12.9K followers, 3841 engagements

"WOW What TotalEnergies reportedly wants for security to restart its Mozambique LNG. "Pouyanne says TotalEnergies will only start if it can convert the Afungi peninsula into a fortress with no gates and no access by land. People and cargoes would have to arrive and leave only by air or sea; Afungi already has a large landing strip and dock. TotalEnergies is already working with Rwandan military on anti-drone protection and on naval protection probably requiring control of the sea for X to XX kilometres off shore. Lifting force majeure also requires that the agreement with Rwanda to provide"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 02:04:03 UTC 12.9K followers, 2989 engagements

"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 17:53:09 UTC 12.9K followers, 1631 engagements

"Key Cdn "OIL" play advantages vs US "OIL" plays. See ๐Ÿ‘‡May XX memo excerpt. $SCR says MEG acquisition "is generally getting more of what we already have which is long-life low-decline high free cash flow oil." Permian is high decline. See 02/12/24 post $FANG said base Permian decline is XX% See 05/12/25 post. Cdn conventional light/medium oil plays are no-frack plays. See my ๐Ÿ‘‡last night post on EIA STEO Jul shows gas % of total boe production keeps increasing in Bakken & Permian "oil" plays. #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-10 22:27:24 UTC 12.9K followers, 2965 engagements

"Meta's Hyperion Data Center in Louisiana is bullish for #NatGas demand. Zuckerberg's ๐Ÿ‘‡ post today on its Hyperion and Prometheus data centers. See my ๐Ÿ‘‡12/04/24 post on why Meta's $10b AI data center in Louisiana will inevitably be powered by #NatGas. ie. EIA data shows almost no renewables in LA. #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 00:59:22 UTC 12.9K followers, 4897 engagements

"Game changer for next UK general election UK to lower voting age to allow XX & XX to vote. I remember when the US lowered its voting age to XX in 1971 as they were already drafting XX yr old men for Vietnam and theory was it they are old enough to get drafted they should have a vote"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 20:05:24 UTC 12.9K followers, XXX engagements

"Massive AI Data Centers = Need for 24/7 #NatGas power. Blackstone''s $25b to support build out of PENN digital & energy infrastructure and help catalyze an additional $60b investment into the Commonwealth. Also incl Blackstone formed a joint venture with PPL to invest in new PENN natural gas power generation facilities and "PENN is uniquely suited to serve as a strategic hub to power the nations AI objectives given its abundant low-cost energy that accounts for XX% of the nations natural gas production." #oott #Marcellus"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 20:04:41 UTC 12.9K followers, 2557 engagements

"11th consecutive week of declining WoW US oil rigs at work. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +9.1% or +9 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised today to XXX oil XXX gas. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-11 22:55:55 UTC 12.9K followers, 3861 engagements

"12th consecutive week of declining WoW US oil rigs at work. US gas rigs increasing as service co's expected in Q1 calls. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +18.2% or +18 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 07/18; XXX XXX. 07/11: XXX XXX 07/03: XXX XXX 06/27: XXX XXX 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at 461"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 17:53:23 UTC 12.9K followers, 2140 engagements

"China consumer June retail sales +4.8% YoY down MoM vs May +6.4% YoY which was best YoY month since Dec 2023 Retail sales YoY % June +4.8% YoY May +6.4% Apr +5.1% Mar +5.9% No Jan/Feb data 2024 Dec +3.7% Nov +3.0% Oct +4.8% Sep +3.2% Aug +2.1% July +2.7% Jun +2.0% May +3.7% Apr +2.3% Mar +3.1% No Jan/Feb data 2023 Dec +7.4% Nov +10.1% Nowhere near pre-Covid steady +8-11%. #oott Thx @business"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 02:24:14 UTC 12.9K followers, 1984 engagements

"Germany says it urgently needs more investments #NatGas fired power plants to have a stable power supply. 24/7 #NatGas and #Coal stepped in for Germany in H1/25 when wind wasn't blowing. Despite wind & solar capacity adds in 2024 renewable produced less kWh and XX% of electricity in H1/25 vs XX% in H1/24. Germany highlighted ". we also urgently need the basis on which companies can make appropriate decisions for the necessary investments in H2-ready and gas-fired power plants. With their secured power and storage systems a stable power supply is possible" #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 00:41:40 UTC 12.9K followers, 4644 engagements

"ICYMI. Moody's Chief Economist @Markzandi's "red flare" warning thread on US housing market"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-15 17:47:17 UTC 12.9K followers, 1251 engagements

"Boe/d is the sum of oil NGLs and natural gas production converted to a barrels of oil equivalent per day. So when Chevron says its Permian LT target is X mmboe/d that is XX% or 440000 boe/d crude oil 270000 boe/d NGLs and 290000 boe/d #NatGas. Chevron's Niemeyer saying cutting rigs/frack spreads as it nears its LT target X mmboe/d will reduce capex to maintain its X mmboe/d. reports @CrowleyKev. This is exactly what CEO Wirth said in Q4/24. See my ๐Ÿ‘‡12/08/24 post. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-18 01:32:30 UTC 12.9K followers, 4532 engagements

"WCS less WTI diffs narrowed $XXXX WoW to a still low $XXXXX on July XX. Reminder WCS less WTI diffs normally narrow thru May/June and then start to modestly widen. But post TMX diffs stayed narrow in H2/24. Thx @business #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-11 23:16:51 UTC 12.9K followers, 5744 engagements

"China pledges to bring rational approach to New Energy Vehicles market ie. stop the big price cutting and hit to margins. Xinhua (state media). Don't forget China ICE sales are still big See my ๐Ÿ‘‡Jul X post. #EVs #BEVs #PHEVs #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-19 00:13:42 UTC 12.9K followers, 1863 engagements

"Volvo takes $1.2b "adjusting the financial assumptions for the EX90 and ES90 platform due to previous launch delays and new import tariffs in several markets. The Volvo EX90 will have a reduced lifecycle profitability" See my ๐Ÿ‘‡Feb X post. Volvo warned 2025 to be down for volume/profits AND the next X yrs will shape the next X decades if they will be a winner or lose. #OOTT #EV #BEV #PHEV"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-14 23:42:07 UTC 12.9K followers, 2517 engagements

"No surprise US EV co's increasing incentives for buyers to step up in Jul/Aug/Sep to buy new EVs before incentives are gone. But expect big QoQ drop in Q4. "If youre an American looking to buy a car right now youll notice an awful lot of deals on electric vehicles. Ford is offering free home chargers; its also offering EV loans at X percent as are Chevy Hyundai Nissan Polestar Toyota and Volkswagen. Lots of EV-makers are offering cash bonuses and leases are shockingly cheap. In short its a great time to buy your first electric car." @jwherrman Big Beautiful Bill ending #EV credits Sept 30."
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 22:26:20 UTC 12.9K followers, 2279 engagements

"Negative for WCS less WTI diffs. US increasing WoW medium/heavy oil imports for July XX week from: Saudi +375000 b/d WoW Iraq +150000 Colombia +330000 Medium/heavy WoW decreases from: Canada -573000 b/d WoW Ecuador -225000 #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 01:22:51 UTC 12.9K followers, 9072 engagements

"As expected most aren't adding oil rigs despite price spike until they see how Israel/Iran plays out a bit. US oil rigs -X WoW to XXX US gas rigs -X WoW to XXX US oil rigs now -XXX% or -XX rigs vs Apr XX US gas rigs now +12.1% or +12 rigs vs Apr XX. Baker Hughes US Oil & NatGas rigs. 06/20: XXX XXX 06/13: XXX XXX 06/06: XXX XXX 05/30: revised 06/06 to XXX XXX 05/30: originally reported XXX XX 05/23: XXX XX 05/16: XXX XXX 05/09: XXX XXX 05/02: XXX XXX 04/25: XXX XX Reminder big reclassification of oil rigs to gas in June X rig count: 05/30 originally reported at XXX oil XX gas. 05/30 revised"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-06-20 17:13:10 UTC 12.9K followers, 8198 engagements

"Saudi Aramco CEO Nasser ".our expectation for the rest of the year to average XXX to XXX million barrels of demand growth driven by demand not only in developing countries but we've seen gasoline spike in the US.we see healthy global demand will continue to increase over the longer term" Thx @anasalhajji for all the video clips from Vienna. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-09 14:22:29 UTC 12.9K followers, 6790 engagements

"Finally US #Oil imports from Venezuela are zero for 07/11 week. Taken a long time considering Chevron said on May X no longer flowing to US and only an X day tanker trip. @EIAgov oil imports from VEN Week ended: 04/18: XXX kbd 04/25: XXX 05/02: XXX 05/09: XXX 05/16: XX 05/23: XXX 05/30: XXX 06/06: XXX 06/13: XXX 06/20: XX 06/27: XX 07/04: XX 07/11: zero #OOTT"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 01:16:16 UTC 12.9K followers, 3112 engagements

"Great reminder from @SheDrills on @EIAgov "Reference Case" forecast model for peak US oil production in 2027 is based on $XX. Lower XX wellhead price in 2024$/b: Oil production. 2024: $XX. XXXXX mmb/d 2025: $XX. XXXXX. 2026: $XX. XXXXX 2027: $XX. XXXXX 2028. $XX. XXXXX 2029. $XX. XXXXX 2030. $XX. XXXXX #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 21:18:38 UTC 12.9K followers, 4183 engagements

"Volvo Cars CEO reminds of key EV/BEV macro trends. "very challenging environment" "electric market is maybe not growing as fast as we thought some years ago" "also pragmatically plug-in hybrids plug-in hybrids with a longer range as a solution that probably we will need for some more years than we thought" Shares down XX% YoY as electric plan hasn't worked. #oott"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-17 22:38:25 UTC 12.9K followers, 1430 engagements

"Good morning Key markets as of approx 5:30am MT on July XX. More US financial just reported: Goldman Morgan Stanley BofA. This is a little spreadsheet I fill in the morning for a picture of key markets"
@Energy_Tidbits Avatar @Energy_Tidbits on X 2025-07-16 11:35:08 UTC 12.9K followers, XXX engagements

creator/x::Energy_Tidbits
/creator/x::Energy_Tidbits