# ![@GringoInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1292939126430240769.png) @GringoInvesting Gringo Investments

Gringo Investments posts on X about $cl, $ng, $ar, $eqt the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1292939126430240769/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:interactions.svg)

- [--] Week [------] -23%
- [--] Month [-------] +117%
- [--] Months [-------] +203%
- [--] Year [-------] +29%

### Mentions: [--] [#](/creator/twitter::1292939126430240769/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:posts_active.svg)

- [--] Month [--] -76%
- [--] Months [---] +45%
- [--] Year [---] +3.90%

### Followers: [-----] [#](/creator/twitter::1292939126430240769/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:followers.svg)

- [--] Week [-----] +0.32%
- [--] Month [-----] +4.30%
- [--] Months [-----] +14%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::1292939126430240769/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$cl](/topic/$cl), [$ng](/topic/$ng), [$ar](/topic/$ar), [$eqt](/topic/$eqt), [gas](/topic/gas) #831, [china](/topic/china), [$btu](/topic/$btu), [$exe](/topic/$exe), [$rrc](/topic/$rrc), [stocks](/topic/stocks)

**Top accounts mentioned or mentioned by**
[@paulsaladino7](/creator/undefined) [@teddygambino](/creator/undefined) [@prpl8](/creator/undefined) [@zmansenrgybrain](/creator/undefined) [@sidprabhu](/creator/undefined) [@firstenercast](/creator/undefined) [@geoffreykarren](/creator/undefined) [@shanumathew93](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@turb0kat](/creator/undefined) [@energyfundys](/creator/undefined) [@dannydayan5](/creator/undefined) [@celsiusenergyfm](/creator/undefined) [@tomloughreylfe](/creator/undefined) [@jayabajpai17](/creator/undefined) [@illiniprogrammr](/creator/undefined) [@foamontherunway](/creator/undefined) [@hfiresearch](/creator/undefined) [@cernovich](/creator/undefined) [@javierblas](/creator/undefined)

**Top assets mentioned**
[Colgate-Palmolive Company (CL)](/topic/$cl) [NovaGold Resources Inc. (NG)](/topic/$ng) [Arweave (AR)](/topic/$ar) [EQT, Corp. (EQT)](/topic/$eqt) [Peabody Energy Corporation (BTU)](/topic/$btu) [Windoge98 (EXE)](/topic/$exe) [Range Resources, Corp. (RRC)](/topic/$rrc) [Transocean LTD. (RIG)](/topic/$rig) [Southwestern Energy, Co. (SWN)](/topic/$swn) [Comstock Resources, Inc. (CRK)](/topic/$crk) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Exxon Mobil (XOM)](/topic/$xom) [Spacemesh (SMH)](/topic/$smh) [Oxygen (OXY)](/topic/$oxy) [Validity (VAL)](/topic/$val) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Chesapeake Energy, Corp. (CHK)](/topic/$chk) [Convex Finance (CVX)](/topic/$cvx) [Rally (RLY)](/topic/rally) [Venture Global, Inc (VG)](/topic/$vg) [SPX6900 (SPX)](/topic/$spx) [GE Vernova Inc. (GEV)](/topic/$gev) [Aston Martin Cognizant Fan Token (AM)](/topic/$am) [DIA (DIA)](/topic/$dia) [Seadrill Limited (SDRL)](/topic/$sdrl) [Noble Corporation (NE)](/topic/$ne) [Archway (ARCH)](/topic/$arch) [Metadium (META)](/topic/$meta) [CPChain (CPC)](/topic/$cpc) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Does $ARCH really have 27% short interest How Why @dyer440 @acosgrove003 @NachoTrust @YETICapital99 @YellowLabLife @macrotwain @twebs @Namzes_G"  
[X Link](https://x.com/GringoInvesting/status/1456416983981854727)  2021-11-05T00:24Z [----] followers, [--] engagements


"$NG exports at all time high - $AR U.S. #LNG feedgas flows will probably set a new all-time high today - [----] bcf/d (+1.1 bcf/d from Friday). #natgas https://t.co/eJ2ffXC56i U.S. #LNG feedgas flows will probably set a new all-time high today - [----] bcf/d (+1.1 bcf/d from Friday). #natgas https://t.co/eJ2ffXC56i"  
[X Link](https://x.com/GringoInvesting/status/1472725153997938690)  2021-12-20T00:26Z [----] followers, [--] engagements


"Corsa the only coal stock on my screen that's up today. Not $BTU not $ARCH not $HCC but $CSO. Quality matters. 😅🤣😂"  
[X Link](https://x.com/GringoInvesting/status/1501667067946102785)  2022-03-09T21:11Z [----] followers, [--] engagements


"@Laz_Cap Relative to their June temps Yes"  
[X Link](https://x.com/GringoInvesting/status/1550178561956294657)  2022-07-21T17:59Z [----] followers, [--] engagements


"Looking at EIA July report this stood out: Haynesville drilling productivity going down as duc's deplete. Now back down to late [----] levels. Have we seen peak productivity in NA's marginal NG producer $AR $CRK $SWN $EQT $RRC"  
[X Link](https://x.com/GringoInvesting/status/1552309497103728640)  2022-07-27T15:06Z [----] followers, [--] engagements


"$5.2B for THQ which apparently has 800bcf/d. $AR is 3.2bcf/d or 4X that. $AR's EV is 14B which includes some $AM value so seems like the acquisition is at a 40% premium to AR's valuation. Plus these privates tend to have lower quality acreage / production profiles. $EQT - EQT buys Appalachia assets for $5.2B in cash shares; doubles buyback program https://t.co/0yQPliQw54 $EQT - EQT buys Appalachia assets for $5.2B in cash shares; doubles buyback program https://t.co/0yQPliQw54"  
[X Link](https://x.com/GringoInvesting/status/1567269585359097856)  2022-09-06T21:52Z [----] followers, [--] engagements


"$META Chart - All I see is peninsula housing going no-bid - IYKYK"  
[X Link](https://x.com/GringoInvesting/status/1585679695273525248)  2022-10-27T17:07Z [----] followers, [--] engagements


"Plus $TSM fabs all $NVDA chips. Does it look like there is any China-Taiwan risk priced in at 20X sales"  
[X Link](https://x.com/GringoInvesting/status/1626935093951332354)  2023-02-18T13:22Z [----] followers, [---] engagements


"$CHK & $CRK already announced they are dropping rigs. Need to check in on $SWN. @rockcreekfreak @EnergyPeddler @EnergyCynic Not necessarily largest prod but operators with more [--] or more rigs are Aethon $swn $chke $crk and Rockcliff @rockcreekfreak @EnergyPeddler @EnergyCynic Not necessarily largest prod but operators with more [--] or more rigs are Aethon $swn $chke $crk and Rockcliff"  
[X Link](https://x.com/GringoInvesting/status/1628162912551333888)  2023-02-21T22:41Z [----] followers, [----] engagements


"Storage relative to demand is in line with 5yr avg. Thanks $RRC $NG #natgas $RRC 4Q22 presentation https://t.co/uWRGptiTi6 #natgas $RRC 4Q22 presentation https://t.co/uWRGptiTi6"  
[X Link](https://x.com/GringoInvesting/status/1630596844853268480)  2023-02-28T15:52Z [----] followers, [---] engagements


"$CL Inventories out and gap filled. [----] could get interesting. EIA (wk ending [--] April) Crude: -5.054M Cushing: 0.319M Gasoline: -2.408M Distillates: -0.576M EIA (wk ending [--] April) Crude: -5.054M Cushing: 0.319M Gasoline: -2.408M Distillates: -0.576M"  
[X Link](https://x.com/GringoInvesting/status/1651247598584606721)  2023-04-26T15:31Z [----] followers, [---] engagements


"Another angle on $NVDA is the fact that AI momentum would further concentrate it's customer base among AWS Goog FB MSFT who could also fab at TSMC like NVDA does -- limited moats. Case in point:"  
[X Link](https://x.com/GringoInvesting/status/1659621328587214849)  2023-05-19T18:05Z [----] followers, [--] engagements


"@MyLatinLife If you want to live in a city and send them to good schools yes. Probably more than that in a lot of cities like SP/Rio/Santiago. If you were to live in the country and home school cut back on help/travel budget it could be much less but that's not how my wife rolls"  
[X Link](https://x.com/GringoInvesting/status/1666540400168009728)  2023-06-07T20:19Z [----] followers, [--] engagements


"@elvoices @MyLatinLife 5k/month - bills insurance food employees 3.5k/month - rent 24k/yr - [--] kids in American School 20k/year - travel $146k/yr Let's say you use FEIE and just pay self-employment in the states that's about $170k/year pretax. Equivalent budget in HCOL (but not SF/NYC) $350k"  
[X Link](https://x.com/GringoInvesting/status/1666550385589493760)  2023-06-07T20:59Z [----] followers, [---] engagements


"$VEEV is 15X sales with only a 15% projected fwd growth rate. Even non-GAAP PE is [--]. For a mature SaaS Co. $CRM's non-compete goes away since Veeva moved off the platform. How the hell do you justify 15X sales given that Veeva is about to take on a new huge competitor"  
[X Link](https://x.com/GringoInvesting/status/1674071794112659459)  2023-06-28T15:06Z [----] followers, [---] engagements


"@cdizzy_ @PaulSaladino7 but they arent adding. They are just reclassifying. Look at the basin report. I think Permian was flat or maybe up one at most. pretty common though not usually such a big number"  
[X Link](https://x.com/GringoInvesting/status/1677849403212861440)  2023-07-09T01:23Z [----] followers, [---] engagements


"@NatGasCollector Same source as $RRC"  
[X Link](https://x.com/GringoInvesting/status/1683655881089781761)  2023-07-25T01:50Z [----] followers, [---] engagements


"It's still happening. $NG $AR $EQT $SWN $RRC"  
[X Link](https://x.com/GringoInvesting/status/1684707711391576064)  2023-07-27T23:29Z [----] followers, [---] engagements


"@ZmansEnrgyBrain They were at ATHs this weekend. How do you reconcile this"  
[X Link](https://x.com/GringoInvesting/status/1686586154257436672)  2023-08-02T04:26Z [----] followers, [---] engagements


"@MikeUmbro Can't they just maintain the rails Same problem in San Clemente. Maintenance has gone to shit everywhere. [---] under construction for how many years now"  
[X Link](https://x.com/GringoInvesting/status/1687155781677051904)  2023-08-03T18:26Z [----] followers, [--] engagements


"@cdizzy_ @PaulSaladino7 @VoteBruceNL This makes sense. To me the capex reductions are a reflection of the already existing decrease in activity. If activity picks up the marginal cost of new activity will increase again. And while there could be improvement in performance in some areas doesnt well data point to"  
[X Link](https://x.com/GringoInvesting/status/1687637275923128320)  2023-08-05T01:32Z [----] followers, [--] engagements


"I see a similar setup for $OXY. New highs for large cap oil coming #StockToWatch #StocksToTrade Crude is moving up last few weeks and with it our PXD stock play we have in our swing desk https://t.co/OPjOLob4Ab #StockToWatch #StocksToTrade Crude is moving up last few weeks and with it our PXD stock play we have in our swing desk https://t.co/OPjOLob4Ab"  
[X Link](https://x.com/GringoInvesting/status/1688638092490764288)  2023-08-07T19:47Z [----] followers, [---] engagements


"$CL Not sure the last time I posted an oil chart but this is an important level. A Rorschach test. Is it a break out A consolidation A head-fake"  
[X Link](https://x.com/GringoInvesting/status/1689293524208881664)  2023-08-09T15:12Z [----] followers, [----] engagements


"@HeYiyong No idea why TTF moved so big. Seems like it's done that another time this summer right Big moves off lows aren't hard to do. Oil had some big % moves off of it's [----] lows"  
[X Link](https://x.com/GringoInvesting/status/1689303872660287488)  2023-08-09T15:53Z [----] followers, [--] engagements


"Was going through old charts and noticed this worked. $CPC still useful but need to use moving averages to smooth out the noise. Wow had to update the X-axis but it finally got there. Not sure if $CPC means everything with so many 0dte option but if it does the BMR should continue. https://t.co/3mPRUJ2ElD Wow had to update the X-axis but it finally got there. Not sure if $CPC means everything with so many 0dte option but if it does the BMR should continue. https://t.co/3mPRUJ2ElD"  
[X Link](https://x.com/GringoInvesting/status/1689505088996593664)  2023-08-10T05:12Z [----] followers, [---] engagements


"@AhmedBa44329064 @TeddyGambino @LNG_Investor_ MVP = more production for at least 2-3 years due to constraints further down. Permian pipe allows for growth but may not get filled right away either"  
[X Link](https://x.com/GringoInvesting/status/1690522879576977408)  2023-08-13T00:37Z [----] followers, [---] engagements


"Embedded twitter videos are taking a while to load for me. They spin for a bit (5-10s) before playing. Everything else on twitter and internet blazing fast. Anyone else seeing this"  
[X Link](https://x.com/GringoInvesting/status/1692205046501626339)  2023-08-17T16:01Z [----] followers, [---] engagements


"@PaulSaladino7 Let $CTRA have at it. Their wells suck"  
[X Link](https://x.com/GringoInvesting/status/1692573451238752278)  2023-08-18T16:25Z [----] followers, [---] engagements


"Swells were picking up this morning"  
[X Link](https://x.com/GringoInvesting/status/1693021298669093296)  2023-08-19T22:05Z [----] followers, [---] engagements


"Just as our oracle Harold Robertson foretold: https://www.palladiummag.com/2023/06/01/complex-systems-wont-survive-the-competence-crisis/ Hawaii official concerned with equity delayed releasing water for more than [--] hours as wildfires raged: report https://t.co/Ar2BCeqn0i https://t.co/HucejVHNTg https://www.palladiummag.com/2023/06/01/complex-systems-wont-survive-the-competence-crisis/ Hawaii official concerned with equity delayed releasing water for more than [--] hours as wildfires raged: report https://t.co/Ar2BCeqn0i https://t.co/HucejVHNTg"  
[X Link](https://x.com/GringoInvesting/status/1693115996410904753)  2023-08-20T04:21Z [----] followers, [----] engagements


"@HayekAndKeynes Why compared to [----] Id argue [----] as a better comparison which means that we are within a year of the demographic tailwind turning into a headwind"  
[X Link](https://x.com/GringoInvesting/status/1693318044960084424)  2023-08-20T17:44Z [----] followers, [---] engagements


"@highyield6 @eliant_capital Was thinking the same thing myself. Few were talking about it [--] months ago when I mentioned below (props to @DannyDayan5 's first thread gave me some smart-sounding fundamental justification.) Now it's a majority of my feed"  
[X Link](https://x.com/GringoInvesting/status/1693768057435656606)  2023-08-21T23:32Z [----] followers, [---] engagements


"$CRM pumping AI while the founder has dumped 43% of his shares already in [----]. 🍿"  
[X Link](https://x.com/GringoInvesting/status/1694361693311369707)  2023-08-23T14:51Z [----] followers, [---] engagements


"On one hand this $SPY candle is nasty. On the other hand my entire feed is bearish. So. I'm just going to sit this one out"  
[X Link](https://x.com/GringoInvesting/status/1694800456537784783)  2023-08-24T19:54Z [----] followers, [----] engagements


"Some of these tech stocks look awful though. Take $ADBE for example. Nasty weekly/daily candles and a big old gap at $450 calling it's name"  
[X Link](https://x.com/GringoInvesting/status/1694934223839453661)  2023-08-25T04:46Z [----] followers, [---] engagements


"Crude weekly ok hammer candle to a reasonable fib. Dailies look right as well"  
[X Link](https://x.com/GringoInvesting/status/1695173725644280298)  2023-08-25T20:38Z [----] followers, [---] engagements


"Judging from the Twitter reaction mainstream economists and investors hate Larry's take with a passion. Makes me wonder if he is right"  
[X Link](https://x.com/GringoInvesting/status/1695446692072726874)  2023-08-26T14:42Z [----] followers, [--] engagements


"@TeddyGambino @WAR527 @EnergyPeddler Let's say the SW Marcellus is the Saudi Arabia of gas with a ton of reserves. Canada is Kuwait. Neither are getting takeaway pipelines built in the near future. If all that's the case why is it a bad thing Oversimplifyied obviously"  
[X Link](https://x.com/GringoInvesting/status/1695467451759432002)  2023-08-26T16:05Z [----] followers, [---] engagements


"@PermianLigand @cdizzy_ @PaulSaladino7 @ctrlopenbracket @OnlyFol35201188 And we'd expect it to tighten with Whistler right What should the basis normally be -.30ish"  
[X Link](https://x.com/GringoInvesting/status/1699884518222749928)  2023-09-07T20:37Z [----] followers, [--] engagements


"Checking in on $CL & hoping my fellow oil homers are ready for a pullback. You can count [--] waves up a number of ways and now we have a wedge/diagonal formed. I think in a rearview mirror we'll call it a "consolidation" but I'd expect some freak-outs the next couple weeks regardless"  
[X Link](https://x.com/GringoInvesting/status/1701259101593063654)  2023-09-11T15:39Z [----] followers, [---] engagements


"@DiveBomb321 @PaulSaladino7 "Sounds like it should come back soon" - Based on what"  
[X Link](https://x.com/GringoInvesting/status/1701322634515120200)  2023-09-11T19:51Z [----] followers, [---] engagements


"Credit / lending increasing Buckle up"  
[X Link](https://x.com/GringoInvesting/status/1702188209449697317)  2023-09-14T05:11Z [----] followers, [---] engagements


"@hump_bear Jack Nicholson nodding gif"  
[X Link](https://x.com/GringoInvesting/status/1702377723740799407)  2023-09-14T17:44Z [----] followers, [--] engagements


"$CL Oil said "F&%# your waves Gringo." Still pullback territory but if it doesn't start soon it's going to start giving me $NVDA vibes. which got to a good level to short/pullback. everybody else thought so too. then it. well you know"  
[X Link](https://x.com/GringoInvesting/status/1702378554019946784)  2023-09-14T17:47Z [----] followers, [---] engagements


""Natural gas rigs up +8" is fake news. Was just reclassifications and/or additions in gassy oil basins. Gas basins were still flat on the week"  
[X Link](https://x.com/GringoInvesting/status/1702763510621675746)  2023-09-15T19:17Z [----] followers, [--] engagements


"@fkronawitter1 Reflecting on the 60s & 70s could help in answering this question. The 60's were tumultuous politically. I'm not sure when in the 70's they became more subdued but certainly by the time of Reagan's landslide the nation was less polarized"  
[X Link](https://x.com/GringoInvesting/status/1703799791485112478)  2023-09-18T15:55Z [----] followers, [---] engagements


"@prpl8 Is that bullish or bearish 🤣"  
[X Link](https://x.com/GringoInvesting/status/1703873983865860499)  2023-09-18T20:49Z [----] followers, [--] engagements


"$CL - Oil with an inverted hammer candle into new high. Could sell off for a while here especially if there's follow through and the weekly also gets an inverted hammer. Fibs around $85 & $80 so those would be levels to watch"  
[X Link](https://x.com/GringoInvesting/status/1704201367492121046)  2023-09-19T18:30Z [----] followers, [---] engagements


"Here you can see how the storage surplus stabilized once Freeport came back on in Feb then fell once summer kicked in. The dotted lines are from @CelsiusEnergyFM 's projections for the next [--] weeks"  
[X Link](https://x.com/GringoInvesting/status/1704595559636758883)  2023-09-20T20:37Z [----] followers, [----] engagements


"@CelsiusEnergyFM @PipelineFlows I fired up the voodoo machine Saturday and took a look at multiple NG contracts. It became pretty clear that Nov-Jan were going to need new lows. @PaulSaladino7 can vouch that I expected the lows prior to Sunday's gap (which gave a new low in Dec & Jan) but that leaves Nov:"  
[X Link](https://x.com/GringoInvesting/status/1704600677572649252)  2023-09-20T20:57Z [----] followers, [---] engagements


"@CelsiusEnergyFM @PipelineFlows @PaulSaladino7 This comes at a time when producers are correcting. $SWN & $EQT have fairly clean charts off the lows. We are probably over halfway through their corrections"  
[X Link](https://x.com/GringoInvesting/status/1704601305615093905)  2023-09-20T20:59Z [----] followers, [---] engagements


"@CelsiusEnergyFM @PipelineFlows @PaulSaladino7 This provides an opportunity to buy/add to producers going into a situation where NG probably needs to rally. If something like $AR prices in $5 strip and current liquids price it's probably a $60 stock vs mid $20's where it's at today"  
[X Link](https://x.com/GringoInvesting/status/1704602147936235548)  2023-09-20T21:03Z [----] followers, [---] engagements


"I'm not familiar with that interface but $EQT has held up much better than other $NG producers and is probably the popular pick for large investors/funds that see the same opportunity. It's not rocket science it's just a question of marginal price for new gas (Haynesville) and how much low-cost producers (ie SW appalachia) will make at that price"  
[X Link](https://x.com/GringoInvesting/status/1704605941709389844)  2023-09-20T21:18Z [----] followers, [--] engagements


"@prpl8 You mean are any doing "direct to LNG" deals I think $EQT just did one. Personally I'm not sure how much it matters. If a producer has decent transport so they are protected from basin blowout then they are probably fine"  
[X Link](https://x.com/GringoInvesting/status/1704610685173612815)  2023-09-20T21:37Z [----] followers, [---] engagements


"I agree that after [----] we should only use abated fossil fuels. Abating technology has come so far already we really have no excuse. ✌"  
[X Link](https://x.com/GringoInvesting/status/1704621731732996112)  2023-09-20T22:21Z [----] followers, [----] engagements


"@dugless1ders @soakedcrumpets Maybe $37.50"  
[X Link](https://x.com/GringoInvesting/status/1704898834969903190)  2023-09-21T16:42Z [----] followers, [--] engagements


"$SPX $SPY Much below [----] and bulls should start getting pretty nervous"  
[X Link](https://x.com/GringoInvesting/status/1704910277203100113)  2023-09-21T17:27Z [----] followers, [---] engagements


"I woke up saw that all the commodities on my screen were green while all the bonds and equities were down and thought of this tweet from Paulo. Still trying to get my head around why this was the case btw - forced deleveraging from bond holders"  
[X Link](https://x.com/GringoInvesting/status/1704955054720188818)  2023-09-21T20:25Z [----] followers, [----] engagements


"A friend just shared this reddit thread on Peter Zeihan. Check the date on the screenshot - FOUR years ago people were calling Zeihan's "China implosion" schtick old. Deep state gonna deep state"  
[X Link](https://x.com/GringoInvesting/status/1705007466415874531)  2023-09-21T23:53Z [----] followers, [---] engagements


"1/2 - Here's a quick summary of how markets could play out over the next 12-18 months. I have a few charts and will add more as I get more time. It's pretty clear we are late cycle in a cycle that is different from [----] so we should not be comparing everything to the GFC. Also"  
[X Link](https://x.com/GringoInvesting/status/1705254281765617808)  2023-09-22T16:14Z [----] followers, [--] engagements


"@JamieHeard5 Great & timely charts Jamie A question and a comment about the YOY growth by Basin. Do you know offhand what is included in "other" Also I use criterion and Perm had been up about 1bcf and has gotten closer in September"  
[X Link](https://x.com/GringoInvesting/status/1705314867799097754)  2023-09-22T20:15Z [----] followers, [---] engagements


"$META has some nasty weekly candles. So does $SPOT"  
[X Link](https://x.com/GringoInvesting/status/1705436904198750712)  2023-09-23T04:20Z [----] followers, [---] engagements


"@HeYiyong @Sprinter99800 Well not sure about his use of "our countries". Nobody invaded South America. The problems that exist in South America are due to Politicians exactly like Petro. Nothing to do with US"  
[X Link](https://x.com/GringoInvesting/status/1705607370808906102)  2023-09-23T15:37Z [----] followers, [----] engagements


"@CyyzAlexander @HeYiyong @Sprinter99800 On some things but not all. My point is hes not a good person to make the argument"  
[X Link](https://x.com/GringoInvesting/status/1705663662248386772)  2023-09-23T19:21Z [----] followers, [---] engagements


"@James56487175 I'm not following your deflationary/inflationary comment. 2010's were low inflation + commodity deflation + assets inflation. Simplest path forward is for that to reverse (one could argue that's what we've see post Q1-21). You see it differently"  
[X Link](https://x.com/GringoInvesting/status/1706356158678831348)  2023-09-25T17:13Z [----] followers, [--] engagements


"@CapDavan That's an interesting question. Here's what I have for permian takeaway: [----] bcf/d - Q323 (online) Whistler expansion [----] bcf/d - Q423 Permian Highway expansion [---] bcf/d - Q324 Matterhorn Express I think there's another 2bcf of pipe getting built out of EF to access LNG"  
[X Link](https://x.com/GringoInvesting/status/1706387592965652608)  2023-09-25T19:17Z [----] followers, [--] engagements


"$CL First oil came for the shorts and we said nothing. Then oil came for the technical analysts and we still said nothing. When oil comes for the politicians they'll say "release the SPR""  
[X Link](https://x.com/GringoInvesting/status/1707064542466019704)  2023-09-27T16:07Z [----] followers, [---] engagements


"In [----] the yield curve un-inverted in [----] a full [--] months before the market topped and [--] months before the fed cut rates. Could it happen again We are [--] basis points away last I checked. $TLT $SPX"  
[X Link](https://x.com/GringoInvesting/status/1707421989944893787)  2023-09-28T15:48Z [----] followers, [--] engagements


"@eliant_capital Put/Call @ [----] is also a little elevated for an up-day. [--] day moving average creeping up"  
[X Link](https://x.com/GringoInvesting/status/1707424995604123651)  2023-09-28T16:00Z [----] followers, [---] engagements


"$SPX $SPY Weekly candle doing what it needs to do to go higher - still a few hours left before close though"  
[X Link](https://x.com/GringoInvesting/status/1707798818614661395)  2023-09-29T16:45Z [----] followers, [---] engagements


"$CL - seeing some wicks / inverted hammers here in the $90's. $82/$83 was resistance for Nov-Aug. Wouldn't be surprised to see it turn into support and for $CL to retest those levels again before going higher"  
[X Link](https://x.com/GringoInvesting/status/1707799656833618322)  2023-09-29T16:49Z [----] followers, [---] engagements


"But I thought crack spreads were collapsing cuz demand destruction"  
[X Link](https://x.com/GringoInvesting/status/1708340464791982112)  2023-10-01T04:38Z [----] followers, [---] engagements


"@ajk13116973 @PauloMacro @qthomp It checks out. Fund managers were very overweight equities at the top"  
[X Link](https://x.com/GringoInvesting/status/1708586196157558971)  2023-10-01T20:54Z [----] followers, [--] engagements


"The yield curve un-inverts prior to recessions. A lot of that comes from long term rates increasing. Today's moves are not unprecedented"  
[X Link](https://x.com/GringoInvesting/status/1709244374943727739)  2023-10-03T16:29Z [----] followers, [---] engagements


"$SWN The best setup I saw today 👇 ✅ Hammer candle ✅ Sets new correction low ✅ Tags key fib-zone"  
[X Link](https://x.com/GringoInvesting/status/1709358413925470222)  2023-10-04T00:02Z [----] followers, [----] engagements


"$CL Doing normal pullback things. Should stay / consolidate above $80 for the most part. That "C" on the chart might be a bit of a stretch but would still look right if it happened"  
[X Link](https://x.com/GringoInvesting/status/1709623817063342408)  2023-10-04T17:37Z [----] followers, [----] engagements


"Joel Greenblatt said patience is the primary edge in investing that private investors have over Wall Street"  
[X Link](https://x.com/GringoInvesting/status/1709653096920764781)  2023-10-04T19:33Z [----] followers, [----] engagements


"$CPC Put/Call - [--] day moving average - 👀"  
[X Link](https://x.com/GringoInvesting/status/1710065544710213650)  2023-10-05T22:52Z [----] followers, [----] engagements


"@singularity55 Stocks would pull commodities but top before commodities"  
[X Link](https://x.com/GringoInvesting/status/1710144283691635009)  2023-10-06T04:05Z [----] followers, [--] engagements


"Days three & four. $SWN"  
[X Link](https://x.com/GringoInvesting/status/1710395209522303237)  2023-10-06T20:42Z [----] followers, [--] engagements


"And Holy @#$ would you look at that weekly 🔨🔨🔨 $SWN"  
[X Link](https://x.com/GringoInvesting/status/1710395473432113291)  2023-10-06T20:43Z [----] followers, [---] engagements


"It's Hammer Time $AR $SWN Weekly 🚀 $SPY Weekly 💪 $USD Weekly 💩"  
[X Link](https://x.com/GringoInvesting/status/1710398111481495744)  2023-10-06T20:54Z [----] followers, [---] engagements


"Permian rigs and frac activity keep dropping even as oil rallied the last [--] months. Makes me wonder how healthy our last growing oil shale basin is 🤔"  
[X Link](https://x.com/GringoInvesting/status/1710400462812590390)  2023-10-06T21:03Z [----] followers, [----] engagements


"Weekly index charts. It sure does look like late cycle. $SPY $QQQ & $DIA are going to new highs. $EEM & $IWM look set to bounce but wouldn't count on new highs for those two"  
[X Link](https://x.com/GringoInvesting/status/1710772541282042038)  2023-10-07T21:42Z [----] followers, [---] engagements


"@mortimer0407 I dont think you know who Lacy Hunt is v"  
[X Link](https://x.com/GringoInvesting/status/1711034238995505334)  2023-10-08T15:02Z [----] followers, [--] engagements


"Oh Canada #COM guys In his latest @Energy_Tidbits Dan said Montney producers will not ramp up production by a full 1.8bcf for LNG Canada. Instead a full 1bcf/d could be diverted from export to the US to export via LNG Canada. What do you think"  
[X Link](https://x.com/GringoInvesting/status/1711139401450107372)  2023-10-08T21:59Z [----] followers, [----] engagements


"I also believe that the Americas were visited even earlier by Phoenician or Carthaginian sailors. When Cortes first arrived in Mexico the natives spoke of other visitors that were prophesied to return. And this link too: https://www.thevintagenews.com/2017/03/27/a-theory-that-says-the-ancient-phoenicians-were-the-first-to-discover-the-americas/ You can thank me later for this old gem https://t.co/piWeyHVJI1 https://www.thevintagenews.com/2017/03/27/a-theory-that-says-the-ancient-phoenicians-were-the-first-to-discover-the-americas/ You can thank me later for this old gem https://t.co/piWeyHVJI1"  
[X Link](https://x.com/GringoInvesting/status/1711422132314570861)  2023-10-09T16:43Z [----] followers, [----] engagements


"@turb0kat @Energy_Tidbits I think LNG Canada already has takeaway agreements so it's getting its gas. Not sure the price / incentives / etc - I need to deep-dive the replies to this thread"  
[X Link](https://x.com/GringoInvesting/status/1711422900300022067)  2023-10-09T16:46Z [----] followers, [--] engagements


"@JamieHeard5 Jamie any idea how to convert coal plant MW's into bcf/d We have 5k MW in coal capacity that is slated for retirement 2023-25. I could take a stab likelihood of retirement and utilization but don't know the MW--Bcf/d conversion. h/t @Ronh999 for the chart"  
[X Link](https://x.com/GringoInvesting/status/1711860779765665899)  2023-10-10T21:46Z [----] followers, [---] engagements


"@sidprabhu His argument is basically that we'll get a recession the stock market will go down and that the fed will cut rates as a result. Totally reasonable"  
[X Link](https://x.com/GringoInvesting/status/1711887085475663886)  2023-10-10T23:31Z [----] followers, [---] engagements


"First from YE23 to YE25 Antero has demand growing by 8bcf/d and supply by only 4.2bcf/d - "assumes" doing a lot of work on the slide considering the direction of Permian drilling:"  
[X Link](https://x.com/GringoInvesting/status/1712236562300490210)  2023-10-11T22:39Z [----] followers, [----] engagements


"Second they are still expecting a healthy decline in NG production. October marks the 5th month since activity started declining in May. Do more noticeable declines kick in soon"  
[X Link](https://x.com/GringoInvesting/status/1712236777724141758)  2023-10-11T22:40Z [----] followers, [----] engagements


"Baker Hughes Rig Count $NG Gas has Marcellus +1 Haynesville [---] $CL Oil has Permian +2 EF +1 Bakken +1 👉Still seeing capital discipline from NG producers 👉Slight signs of life from oil could just be noise"  
[X Link](https://x.com/GringoInvesting/status/1712886119053119675)  2023-10-13T17:40Z [----] followers, [----] engagements


"This is nice but instead can somebody by Aethon and put a bullet in their hedging strategy please No need to run full blast all of 2023"  
[X Link](https://x.com/GringoInvesting/status/1714351850500264073)  2023-10-17T18:45Z [----] followers, [----] engagements


"@TomLoughrey_LFE You think this is legit or akin to $RRC rumor from Feb"  
[X Link](https://x.com/GringoInvesting/status/1714422550795792498)  2023-10-17T23:26Z [----] followers, [---] engagements


"This $NG monthly candle is freaking me out. Month isn't over yet but this will be a hard candle to fix. Market is set up to be tight going into [----] but if you have short term positions it's gut-check time. I might have to lighten up some of my trading $AR"  
[X Link](https://x.com/GringoInvesting/status/1715801488650621040)  2023-10-21T18:45Z [----] followers, [----] engagements


"@DannyDayan5 How do you reconcile recession with your higher inflation views Are they mutually exclusive or you think we could get a scenario with inflation going up in a recession"  
[X Link](https://x.com/GringoInvesting/status/1715804152130134063)  2023-10-21T18:56Z [----] followers, [---] engagements


"@PermianLigand @PaulSaladino7 I have Matterhorn as 2.5bcf fwiw"  
[X Link](https://x.com/GringoInvesting/status/1715838270171664577)  2023-10-21T21:11Z [----] followers, [--] engagements


"Interesting chart. oil is a play the developing world population moving into the middle class. Gas is more of a growth story"  
[X Link](https://x.com/GringoInvesting/status/1716461728115081548)  2023-10-23T14:29Z [----] followers, [----] engagements


"@PaulSaladino7 Financing (IRR hurdles) probably even tighter given rates"  
[X Link](https://x.com/GringoInvesting/status/1716483760735301776)  2023-10-23T15:56Z [----] followers, [---] engagements


"Permian Productivity per foot down for two years in a row Sure they can start drilling 15k foot laterals but that reduces inventory locations. From what I've read the EUR on the last 5k feet goes down as well"  
[X Link](https://x.com/GringoInvesting/status/1716614450470650139)  2023-10-24T00:35Z [----] followers, [----] engagements


"Still a week to salvage that nasty $NG monthly candle but $NG producers are now much closer to pricing in strip vs spot than they were a few weeks ago and going into winter are very exposed to weather risk IMHO. #natgas $AR $EQT $RRC $SWN"  
[X Link](https://x.com/GringoInvesting/status/1716860543934562780)  2023-10-24T16:53Z [----] followers, [----] engagements


"$CL Checking in. It does look like it's getting ready for a C wave down. If we get a [--] handle and the bearish tweets come out that's a good sign"  
[X Link](https://x.com/GringoInvesting/status/1716861553319031236)  2023-10-24T16:57Z [----] followers, [---] engagements


"@The_Real_KB Earnings rarely impact these stocks. It's all about NG pricing. Spot and strip. Those OTM calls could make you a lot of money if Dec is cold but could also be zero's. Hope you position sized accordingly"  
[X Link](https://x.com/GringoInvesting/status/1716870025104273768)  2023-10-24T17:31Z [----] followers, [--] engagements


"Can anyone share a chart of monthly candles on $NG Natural Gas spot Perhaps from BBG or another service I do not trust what I am getting from TradingView's various "NG spot" data sources. Looking for something like the below. TIA 🙏"  
[X Link](https://x.com/GringoInvesting/status/1716926676880490634)  2023-10-24T21:16Z [----] followers, [---] engagements


"@DiveBomb321 I know. That's why I want the same style chart but with spot pricing. I only have tradingview data for spot and don't trust it"  
[X Link](https://x.com/GringoInvesting/status/1716928492577898751)  2023-10-24T21:23Z [----] followers, [--] engagements


"But Jeremy I don't think you understand that these indigenous and Afro-cubans were suffering under the capitalistic trade embargo that impoverished them just as they were attempting to rebuild after decolonization and while civilian deaths can't be condoned the rhetoric from Florida leaders - especially from descendants of Cuban colonizers and Republican leaders - was incendiary and oppressive"  
[X Link](https://x.com/GringoInvesting/status/1717033605015474443)  2023-10-25T04:21Z [----] followers, [---] engagements


"Market needs to reverse quick or this could get ugly. $SPX $QQQ $NDX $DIA $DJIA $IWM"  
[X Link](https://x.com/GringoInvesting/status/1717389931629486246)  2023-10-26T03:57Z [----] followers, [----] engagements


"@NatGasGuy1 @The_Real_KB yeah RRC has the best chart but they should all move in tandem"  
[X Link](https://x.com/GringoInvesting/status/1717634994632626200)  2023-10-26T20:11Z [----] followers, [---] engagements


"@The_Real_KB @NatGasGuy1 CTRA does not have the NG inventory anymore that's why"  
[X Link](https://x.com/GringoInvesting/status/1717640280302866621)  2023-10-26T20:32Z [----] followers, [--] engagements


"@The_Real_KB @NatGasGuy1 The marcellus inventory is from Cabot (the old $COG) which was already acquired by Cimarex to become $CTRA"  
[X Link](https://x.com/GringoInvesting/status/1717675586490073322)  2023-10-26T22:52Z [----] followers, [--] engagements


"@sidprabhu @StevieGhandiz But hes wrong. The middle class is usually the worst hit"  
[X Link](https://x.com/GringoInvesting/status/1718477863996035210)  2023-10-29T04:00Z [----] followers, [---] engagements


"@305Live2 @JamieHeard5 Keep in mind we are only hearing from the publics with the best acreage. Even among those some like $CHK are forecasting lower volumes. A big chunk of production comes from privates on marginal acreage that we never hear from"  
[X Link](https://x.com/GringoInvesting/status/1719828308224041055)  2023-11-01T21:26Z [----] followers, [---] engagements


"Quick $NG update: Time to take some money off the table. Surplus shrank but not enough to remove weather risk over winter. I see a correction in producers through EOY and potential buying opportunity at the end of that correction"  
[X Link](https://x.com/GringoInvesting/status/1721857723422085516)  2023-11-07T11:50Z [----] followers, [----] engagements


"$SWN & $EQT clearly impulsive off the lows. Simplest path would be to correct to the boxes"  
[X Link](https://x.com/GringoInvesting/status/1721858041853682125)  2023-11-07T11:52Z [----] followers, [---] engagements


"Meanwhile LNG has come back strong and all the upcoming projects appear to be ahead of schedule (with the possible exception of Plaq which moved to 24/7 construction recently which should pick up any slack)"  
[X Link](https://x.com/GringoInvesting/status/1721860604929937425)  2023-11-07T12:02Z [----] followers, [---] engagements


"Personally I started buying a trading position in $AR at $27 in the spring and bought down to $21. Have been lightening up between $28 and $30. I will probably buy pullbacks"  
[X Link](https://x.com/GringoInvesting/status/1721861128416870616)  2023-11-07T12:04Z [----] followers, [---] engagements


"$CL starting to get to a reasonable level for a C wave"  
[X Link](https://x.com/GringoInvesting/status/1721862713440104666)  2023-11-07T12:10Z [----] followers, [---] engagements


"$BTU $AR $LNG Some discussions this week related to the renewable energy transition and WTI prices moving lower. As a reminder oil natural gas and coal based energy consumption (from non-OECD countries) has grown 2x faster than hydro/ renewables since [----] (+47 EJ vs. +24 EJ) #OOTT https://t.co/CB8Q8LVqcr Some discussions this week related to the renewable energy transition and WTI prices moving lower. As a reminder oil natural gas and coal based energy consumption (from non-OECD countries) has grown 2x faster than hydro/ renewables since [----] (+47 EJ vs. +24 EJ) #OOTT https://t.co/CB8Q8LVqcr"  
[X Link](https://x.com/GringoInvesting/status/1723394614516686880)  2023-11-11T17:37Z [----] followers, [----] engagements


"I think this pullback will be a buying opportunity for Marcellus $NG producers $AR $EQT $SWN etc but not yet. $AR - at this point probably needs the 200dam + 50% fib $EQT - hasn't even hit the first fib yet $SWN - if the other two have more downside it will too"  
[X Link](https://x.com/GringoInvesting/status/1723411508674048148)  2023-11-11T18:44Z [----] followers, [----] engagements


"LNG market looking tight"  
[X Link](https://x.com/GringoInvesting/status/1723422952845164613)  2023-11-11T19:30Z [----] followers, [----] engagements


"It blew through the $74 level I would not touch oil $CL yet"  
[X Link](https://x.com/GringoInvesting/status/1725240311272644730)  2023-11-16T19:51Z [----] followers, [----] engagements


"ha ha did I nail the bottom If I'm anyone's contra I'm here for you 🤣"  
[X Link](https://x.com/GringoInvesting/status/1726028592830664842)  2023-11-19T00:04Z [----] followers, [---] engagements


"@PlumberMD2 Since sarcasm doesn't work well on twitter let me be clear. Right before the rally I said I wouldn't touch it because it looked so bad. 🤷♂. "  
[X Link](https://x.com/GringoInvesting/status/1726032975026954640)  2023-11-19T00:21Z [----] followers, [--] engagements


"Headline: Cambodia scraps coal power project to build gas-fired plant import LNG"  
[X Link](https://x.com/GringoInvesting/status/1729989537336799557)  2023-11-29T22:23Z [----] followers, [---] engagements


"I just got back from an Ayahuasca retreat in the Darien Gap where I saw that this is $CL's chance to bottom"  
[X Link](https://x.com/GringoInvesting/status/1730337231364350243)  2023-11-30T21:25Z [----] followers, [---] engagements


"There was a headfake low but the $CPC sentiment did ultimately result in a squeeze. Above chart is updated and zoomed in below"  
[X Link](https://x.com/GringoInvesting/status/1730684436243742975)  2023-12-01T20:24Z [----] followers, [---] engagements


"@sascmllc @CelsiusEnergyFM [---] seems a stretch even with CC coming on early. Plus Plaq could be late. how are you getting to that number"  
[X Link](https://x.com/GringoInvesting/status/1731396014505095340)  2023-12-03T19:32Z [----] followers, [--] engagements


"@rockcreekfreak @PaulSaladino7 They are committed to [--] rigs because of a farm-out with $BSM (h/t @prpl8 ) but that leaves a few to cut. They also hedge like crazy probably came into [----] 90-99% hedged for the year but I'm not sure if they had a good chance to hedge for '24"  
[X Link](https://x.com/GringoInvesting/status/1731821857677177339)  2023-12-04T23:44Z [----] followers, [---] engagements


"@rockcreekfreak @PaulSaladino7 @prpl8 Makes you wonder where the lowest breakevens really are huh"  
[X Link](https://x.com/GringoInvesting/status/1731826174353883525)  2023-12-05T00:01Z [----] followers, [---] engagements


"@hump_bear To clarify big turn up in cpi"  
[X Link](https://x.com/GringoInvesting/status/1734032269705379850)  2023-12-11T02:08Z [----] followers, [--] engagements


"@calvinfroedge They still have some non-core assets they can sell too right"  
[X Link](https://x.com/GringoInvesting/status/1734337310827925830)  2023-12-11T22:20Z [----] followers, [---] engagements


"@TeddyGambino what the hell is granite wash is it just an extended part of anadarko"  
[X Link](https://x.com/GringoInvesting/status/1736105919753458066)  2023-12-16T19:28Z [----] followers, [---] engagements


"This is what my spirit guide said would happen $CL"  
[X Link](https://x.com/GringoInvesting/status/1736150565565161637)  2023-12-16T22:25Z [----] followers, [---] engagements


"And this weekly candle right into a key fib and potentially completed wave count is 🔥 -"  
[X Link](https://x.com/GringoInvesting/status/1736150834474578344)  2023-12-16T22:26Z [----] followers, [---] engagements


"$NG producers: Still some path dependency depending on winter weather but $EQT looks done $SWN close to done and $AR wont be that far behind"  
[X Link](https://x.com/GringoInvesting/status/1736154361133506740)  2023-12-16T22:40Z [----] followers, [---] engagements


"Tokyo Gas finding a destination for some of that Rockcliff gas. Vietnam awards licence to Tokyo Gas partners to build $2B #LNG power plant https://t.co/rsOviHQXal Vietnam awards licence to Tokyo Gas partners to build $2B #LNG power plant https://t.co/rsOviHQXal"  
[X Link](https://x.com/GringoInvesting/status/1736169933938344144)  2023-12-16T23:42Z [----] followers, [----] engagements


"@Namzes_G But $RIG has better mgmt and assets than $VAL so the torque is a feature not a bug"  
[X Link](https://x.com/GringoInvesting/status/1737953883128009110)  2023-12-21T21:51Z [----] followers, [---] engagements


"Merry Christmas Christ is born Glorify him"  
[X Link](https://x.com/GringoInvesting/status/1739173829770154351)  2023-12-25T06:38Z [----] followers, [---] engagements


"@phileeppos Remember it can be a market of stocks not just a stock market"  
[X Link](https://x.com/anyuser/status/1739725054789972320)  2023-12-26T19:09Z [--] followers, [--] engagements


"@PaulSaladino7 Spain isn't anti- nuclear they just heard about the coming LNG glut and want to take advantage of it"  
[X Link](https://x.com/GringoInvesting/status/1741215888488251770)  2023-12-30T21:53Z [----] followers, [---] engagements


"@GomesBolt @BlacklionCTA @co90210 Notre Dame had their starting quarterback running back and multiple receivers opt out and still blew out Oregon State. Opt outs aren't a great excuse"  
[X Link](https://x.com/anyuser/status/1741254753173250521)  2023-12-31T00:27Z [--] followers, [--] engagements


"@GomesBolt @BlacklionCTA @co90210 Georgia had transfers and opt outs too. Georgia was just better than FSU. Fans need to accept it. That is why you don't talk shit like that when you are left out of BCS. You make your statement on the field"  
[X Link](https://x.com/GringoInvesting/status/1741258097510023642)  2023-12-31T00:40Z [----] followers, [--] engagements


"@sidprabhu Lacrosse crew field hockey are backdoor for privileged kids because public schools rarely have these programs. Lacrosse admittedly picking up a bit in popularity but still upper middle class"  
[X Link](https://x.com/anyuser/status/1743439510330081658)  2024-01-06T01:09Z [--] followers, [---] engagements


"December hammer candles in $SWN $AR $EQT showed impressive dip buying. Unlikely we go below the bottom of those wicks. How long we consolidate before going higher depends on weather"  
[X Link](https://x.com/GringoInvesting/status/1744090453287604449)  2024-01-07T20:15Z [----] followers, [----] engagements


"Did you all see those December hammer candles on $RIG & $OXY"  
[X Link](https://x.com/GringoInvesting/status/1744094481773969499)  2024-01-07T20:31Z [----] followers, [----] engagements


"It's happening. Just as Harold Robertson foretold $BA huh. looks like the pins sheared out. probably a cascading failure given how many broke and left the lugs. I'm not sure I like the joint design but I imagine it has a lot to do without dumping too much load into the airframe cause the whole door hole is a stress riser. https://t.co/YgDiIokQiA huh. looks like the pins sheared out. probably a cascading failure given how many broke and left the lugs. I'm not sure I like the joint design but I imagine it has a lot to do without dumping too much load into the airframe cause the whole door hole"  
[X Link](https://x.com/GringoInvesting/status/1744183764308398524)  2024-01-08T02:26Z [----] followers, [----] engagements


"$NG looking good. $CL not so much"  
[X Link](https://x.com/GringoInvesting/status/1745517291444559883)  2024-01-11T18:45Z [----] followers, [---] engagements


"@ZmansEnrgyBrain @firstenercast $CHK should like it. They are doing their shareholders a solid. $SWN however is another example of why you don't want to allocate too heavily to professional mgrs"  
[X Link](https://x.com/GringoInvesting/status/1745553604680011940)  2024-01-11T21:09Z [----] followers, [---] engagements


"$BTU $AMR $ARCH These coal charts looking a little suspect like they wanna pull back. 🤔"  
[X Link](https://x.com/GringoInvesting/status/1745891987537232283)  2024-01-12T19:34Z [----] followers, [----] engagements


"@CelsiusEnergyFM you are missing the freezeoffs from your data"  
[X Link](https://x.com/GringoInvesting/status/1746578937675935775)  2024-01-14T17:04Z [----] followers, [---] engagements


"@JayaBajpai17 @CelsiusEnergyFM Makes sense that industry traders would be bearish when you look at the last [--] years. Also Hari Krishnan had a good pod where he described NG like VIX trading in terms of "selling vol""  
[X Link](https://x.com/GringoInvesting/status/1749483062872957297)  2024-01-22T17:24Z [----] followers, [--] engagements


"What I've gathered from is that the expectation was matterhorn would "steal" from other pipes initially and would still take a while to fill. It's not clear that there's excess gas available or that there will be when it comes online. Can you see waha pricing If so what does basis look like this summer"  
[X Link](https://x.com/GringoInvesting/status/1749851061333131328)  2024-01-23T17:46Z [----] followers, [---] engagements


"@IlliniProgrammr @PaulSaladino7 @energyfundys Is waha negative now or for prior to matterhorn opening"  
[X Link](https://x.com/GringoInvesting/status/1749851907190100028)  2024-01-23T17:49Z [----] followers, [--] engagements


"@JayaBajpai17 @PaulSaladino7 @IlliniProgrammr @energyfundys Where else did you expect the gas to come from You think they are flaring this much Curtailing Genuine question. Curious"  
[X Link](https://x.com/GringoInvesting/status/1749867500924436688)  2024-01-23T18:51Z [----] followers, [---] engagements


"@JayaBajpai17 @PaulSaladino7 @IlliniProgrammr @energyfundys Old thread here. Folks deleting accounts or using auto-deleting posts. good reminder to screenshot but my understanding after this thread was slow fill of Matterhorn. Gun to my head I think the '23 Permian pipe gets filled pretty quickly but the Matterhorn takes much longer. Into '25 maybe even '26. That's based on this extremely advanced neural net deep learning model my data science team developed: https://t.co/qsyDY9mz59 Gun to my head I think the '23 Permian pipe gets filled pretty quickly but the Matterhorn takes much longer."  
[X Link](https://x.com/GringoInvesting/status/1749868334685016504)  2024-01-23T18:54Z [----] followers, [---] engagements


"@IlliniProgrammr @JayaBajpai17 @PaulSaladino7 @energyfundys Don't follow your first sentence at all. Can you elaborate Sure gas prod can grow. It's a question of what will be available in 2H24"  
[X Link](https://x.com/GringoInvesting/status/1749869024362758181)  2024-01-23T18:57Z [----] followers, [--] engagements


"@IlliniProgrammr @JayaBajpai17 @PaulSaladino7 @energyfundys got it. Is waha negative right now Is it projected to be"  
[X Link](https://x.com/GringoInvesting/status/1749874052997763115)  2024-01-23T19:17Z [----] followers, [--] engagements


"@JayaBajpai17 @PaulSaladino7 @IlliniProgrammr @energyfundys BTW - my understanding is the MVP is "stealing" vs other pipes in the Marcellus so I didn't find it strange that others thought Matterhorn would do the same"  
[X Link](https://x.com/GringoInvesting/status/1749884524794941934)  2024-01-23T19:59Z [----] followers, [--] engagements


"@IlliniProgrammr @JayaBajpai17 @PaulSaladino7 @energyfundys I'm just asking Jaya's opinion about Matterhorn and comparing it to other feedback / data I have. No reason it has to be a polemic"  
[X Link](https://x.com/GringoInvesting/status/1749888446590800252)  2024-01-23T20:14Z [----] followers, [--] engagements


"@PaulSaladino7 @JayaBajpai17 @IlliniProgrammr @energyfundys Yeah I think growth is part of the discussion. Whatever is available for matterhorn is probably current excess gas plus 50%-75% of whatever annual growth would be. I'll have to revisit both of those. Hadn't run the math on those in a while"  
[X Link](https://x.com/GringoInvesting/status/1749894365731061984)  2024-01-23T20:38Z [----] followers, [--] engagements


"2022 had the SPR sales. [----] had Iran dumping floating storage. What do they have in store for [----] $WTI"  
[X Link](https://x.com/GringoInvesting/status/1750201185091617236)  2024-01-24T16:57Z [----] followers, [----] engagements


"@ZmansEnrgyBrain $TELL is approved as well isn't it They may have asked for an extension (that was a nice to have according to them) but I thought the approval was there"  
[X Link](https://x.com/GringoInvesting/status/1750238609087848572)  2024-01-24T19:26Z [----] followers, [---] engagements


"@ZmansEnrgyBrain Also MPL is approved (not US-based but still some sort of export approvals required as I understand it)"  
[X Link](https://x.com/anyuser/status/1750241053654024501)  2024-01-24T19:35Z [--] followers, [---] engagements


"Third (most likely) possibility is non-EU countries burn coal instead and climate impact is high. If @billmckibben succeeds in persuading Biden to block natural gas exports there are two possibilities: Foreign suppliers make up the gap and the climate impact is minimal Foreign suppliers don't make up the gap and poor countries suffer https://t.co/rvCi0JVvW8 https://t.co/1wWA5O6g9k If @billmckibben succeeds in persuading Biden to block natural gas exports there are two possibilities: Foreign suppliers make up the gap and the climate impact is minimal Foreign suppliers don't make up the gap and"  
[X Link](https://x.com/GringoInvesting/status/1750593605176299583)  2024-01-25T18:56Z [----] followers, [---] engagements


"@PauloMacro $NVDA & $SMCI still look like they have room to run. Any other targets in mind I could take a look at the charts"  
[X Link](https://x.com/GringoInvesting/status/1750755556179222539)  2024-01-26T05:40Z [----] followers, [---] engagements


"I could easily see $FSLR getting cut in half if this is indeed a bear flag"  
[X Link](https://x.com/GringoInvesting/status/1750755890989531608)  2024-01-26T05:41Z [----] followers, [---] engagements


"Look how those BOE EURs fall more than Oil EUR even as the GOR goes up. That means gas EUR is going down too. Bakken break-even prices have risen almost 70%. If this pattern continues it threatens the plays future commercial viability. LINK👇 https://t.co/NPBaXMmJ2a #energy #EnergyTransition #ClimateActionNow #renewables #NetZero #FossilFuels https://t.co/owfdSyzA1M Bakken break-even prices have risen almost 70%. If this pattern continues it threatens the plays future commercial viability. LINK👇 https://t.co/NPBaXMmJ2a #energy #EnergyTransition #ClimateActionNow #renewables #NetZero"  
[X Link](https://x.com/GringoInvesting/status/1751728484437917713)  2024-01-28T22:06Z [----] followers, [----] engagements


"Incredible Saudi Arabia nugget from John Kemp 👇 SAUDI ARABIA's decision to scrap plans to raise maximum sustainable capacity from [--] million b/d to [--] million b/d by [----] is not surprising. The kingdom has repeatedly announced big rises only to abandon them. The extract below is from a U.S. government report published in 1978: https://t.co/O688tdwW3y SAUDI ARABIA's decision to scrap plans to raise maximum sustainable capacity from [--] million b/d to [--] million b/d by [----] is not surprising. The kingdom has repeatedly announced big rises only to abandon them. The extract below is from a U.S."  
[X Link](https://x.com/GringoInvesting/status/1752340923680481438)  2024-01-30T14:40Z [----] followers, [---] engagements


"@PauloMacro Hmm. $RIG has better assets and better mgmt than $VAL and therefore is much easier for me to hold as a long term position"  
[X Link](https://x.com/GringoInvesting/status/1752559898595090745)  2024-01-31T05:10Z [----] followers, [---] engagements


"Plus $CVX prod chart is pointing down but swears prod will go up again soon. $CL $CVX international production was DOWN YOY. Their US production was also DOWN YOY if you strip out the PDC acquisition. Why are headlines so wrong regarding the narrative #EFT #OOTT #ONGT https://t.co/IVarBbPM8j $CVX international production was DOWN YOY. Their US production was also DOWN YOY if you strip out the PDC acquisition. Why are headlines so wrong regarding the narrative #EFT #OOTT #ONGT https://t.co/IVarBbPM8j"  
[X Link](https://x.com/GringoInvesting/status/1753458219845128260)  2024-02-02T16:39Z [----] followers, [----] engagements


"The drugs wore off before he could tell me where we'd go next so I'm flying blind and this weekly candle looks no bueno. $CL"  
[X Link](https://x.com/GringoInvesting/status/1753497305141965015)  2024-02-02T19:15Z [----] followers, [---] engagements


"As an $NG bull forecasts like this make me want to sign everything over to my wife and roam the planet with a samurai sword. .except I know my wife would sell it all and buy tech stocks. Homey don't play that so I guess I'll hang around here a while longer. #NatGas February 10-16 https://t.co/kHeu8SnbW2 #NatGas February 10-16 https://t.co/kHeu8SnbW2"  
[X Link](https://x.com/GringoInvesting/status/1753556715872874801)  2024-02-02T23:11Z [----] followers, [----] engagements


"@Suicide95518428 @VolteFaceInvest @EnergyCynic Same with $CVX. They were flat to down in NA after you back out acquisitions (same as $XOM). It's the privates that were growing"  
[X Link](https://x.com/GringoInvesting/status/1753594418882629670)  2024-02-03T01:41Z [----] followers, [---] engagements


"I'm surprised so many in fintwit expect Trump will win. The swing states are all run by Democrats except Georgia where the Republican governor hates Trump. I just don't see it. Our newly released Moodys Analytics election model predicts President Biden will win re-election by a thin margin with an average voter turnout. Read the full analysis here: https://t.co/fB1IEcbjfB https://t.co/ib3j18RDu9 Our newly released Moodys Analytics election model predicts President Biden will win re-election by a thin margin with an average voter turnout. Read the full analysis here: https://t.co/fB1IEcbjfB"  
[X Link](https://x.com/GringoInvesting/status/1754162631974523136)  2024-02-04T15:18Z [----] followers, [----] engagements


"I used to think that the decline would mean we'd end up looking like Brazil (best case) or Argentina (worst case) but now I think we'll end up looking more like South Africa"  
[X Link](https://x.com/GringoInvesting/status/1755740844026696113)  2024-02-08T23:50Z [----] followers, [----] engagements


"@turb0kat I thought it was funny since he and $AR both sell propane. However objectively the quality NG producers have very likely bottomed and there's a very good opportunity ahead. I am ok publicly documenting that POV on twitter"  
[X Link](https://x.com/GringoInvesting/status/1758559953672155444)  2024-02-16T18:32Z [----] followers, [--] engagements


"$NG Coal $WTI thoughts. Unfortunately quite busy lately and don't have time to roll up & share any in depth analysis but want to drop some thoughts here. Though now that there's some clarity from FERC I'll share updated LNG estimates as soon as I get the time to roll those up. $NG - Associated gas is not the reason for high production right now high production is not the reason for high storage. Unprecedented wave of structural demand starting in [--] months and the commodity is at all time lows. $AR has been above it's May [----] low the entire time. This is what some people refer to as an"  
[X Link](https://x.com/GringoInvesting/status/1758886655182938421)  2024-02-17T16:10Z [----] followers, 16K engagements


"@TeddyGambino $AR is not for sale and Rady probably (and rightly) would rather spend money on his own stock than $RRC's at these levels. Does seem like $RRC would sell out though given last year's $PXD rumor - was probably something to it"  
[X Link](https://x.com/GringoInvesting/status/1758896438044704798)  2024-02-17T16:49Z [----] followers, [---] engagements


"@TeddyGambino That's kinda where I thought Range would go"  
[X Link](https://x.com/GringoInvesting/status/1758901168984781129)  2024-02-17T17:08Z [----] followers, [---] engagements


"@geoffreykarren But why start an oil war with Permian peaking"  
[X Link](https://x.com/GringoInvesting/status/1758916685158125716)  2024-02-17T18:09Z [----] followers, [---] engagements


"@impetro9 I think you are right. You should go short $EQT Tuesday"  
[X Link](https://x.com/GringoInvesting/status/1759045350399377787)  2024-02-18T02:41Z [----] followers, [---] engagements


"@FoamOnTheRunway I'm not sure I follow. EV right now is about $10B. Book value is also in the $10B range so that's probably not what you are using to get a 48% discount of EV to Asset value. What are you using for $RIG's asset value"  
[X Link](https://x.com/GringoInvesting/status/1760042171238072417)  2024-02-20T20:42Z [----] followers, [---] engagements


"@FoamOnTheRunway Got it. I figured asset value didn't equal book. Sorry if this is a dumb question but where's the best reference for asset value Are you using something like replacement cost of the rigs"  
[X Link](https://x.com/GringoInvesting/status/1760057041119518943)  2024-02-20T21:41Z [----] followers, [---] engagements


"Imho this is primarily due to acreage. Only investable $NG companies are $EQT $RRC and $AR. Throw out $RRC due to mgmt. Gratifying to see common sense prevail at $CHK Big cuts in CAPEX and Production First $AR now $CHK Only question is this: $AR cut CAPEX by 26% and production by 3% $CHK cutting CAPEX by 20% and Production falling by 22% - big difference in productivity. Gratifying to see common sense prevail at $CHK Big cuts in CAPEX and Production First $AR now $CHK Only question is this: $AR cut CAPEX by 26% and production by 3% $CHK cutting CAPEX by 20% and Production falling by 22% - big"  
[X Link](https://x.com/GringoInvesting/status/1760302144249626708)  2024-02-21T13:55Z [----] followers, [----] engagements


"@atlcontrarian @Go_Rozen $RRC Mgmt could easily pull a $SWN on you"  
[X Link](https://x.com/GringoInvesting/status/1760306432266932264)  2024-02-21T14:12Z [----] followers, [---] engagements


"@firstenercast I'm genuinely confused reading both your tweets because $AR is reducing capex MORE than $CHK. $AR is up because they are unhedged and have better geology (in addition to better mgmt). Are you reading different releases or presos than me This is $AR:"  
[X Link](https://x.com/GringoInvesting/status/1760323256865947698)  2024-02-21T15:19Z [----] followers, [---] engagements


"@firstenercast Did you actually read either companies guidance $AR is not growing dry gas. You are also drawing the wrong conclusion with regard to why $AR is getting rewarded"  
[X Link](https://x.com/GringoInvesting/status/1760327330868965537)  2024-02-21T15:35Z [----] followers, [---] engagements


"@USAEnergyNatGas Nice tweet but $AR is cutting capex more than $CHK. The levels $AR is on are not the ones you think (they are better)"  
[X Link](https://x.com/GringoInvesting/status/1760328905284821165)  2024-02-21T15:41Z [----] followers, [---] engagements


"@firstenercast Market isn't rewarding $EQT though"  
[X Link](https://x.com/GringoInvesting/status/1760335723063017953)  2024-02-21T16:08Z [----] followers, [---] engagements


"@PaoLo2079753 @USAEnergyNatGas yes they are forecasting dry down liquids up in '24. but dry only down 3% despite a 25% capex cut. What's that say about $CHK well quality"  
[X Link](https://x.com/GringoInvesting/status/1760337806038385048)  2024-02-21T16:16Z [----] followers, [--] engagements


"@ZmansEnrgyBrain Who is the other gassy tonight in addition to $RRC I'm stumped"  
[X Link](https://x.com/GringoInvesting/status/1760390895353119065)  2024-02-21T19:47Z [----] followers, [---] engagements


"@_silver_boy89 @RBNEnergy Thanks I think this is just $CHK"  
[X Link](https://x.com/GringoInvesting/status/1761128428525531259)  2024-02-23T20:38Z [----] followers, [--] engagements


"$GOOG $GOOGL Inverse monthly hammer into an ATH. Weeklies Dailies looking sus as well. No bueno"  
[X Link](https://x.com/GringoInvesting/status/1762235939450204654)  2024-02-26T21:59Z [----] followers, [---] engagements


"@rev_cap $GOOG candles no bueno"  
[X Link](https://x.com/GringoInvesting/status/1763412306619470017)  2024-03-01T03:53Z [----] followers, [----] engagements


"$CL critical day for oil. If it holds this level there's a lot of upside. If it doesn't then it could start a durable sell off"  
[X Link](https://x.com/GringoInvesting/status/1763567900965957739)  2024-03-01T14:12Z [----] followers, [---] engagements


"@wander_investor My guess is Santiago metro map would give Shanghai a run for it's money plus I'd bet Santiago's was more self funded vs Shanghais govt debt. Still I get your point"  
[X Link](https://x.com/GringoInvesting/status/1764659850234228829)  2024-03-04T14:31Z [----] followers, [---] engagements

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