Dark | Light
# ![@Nick_duCat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3186995156.png) @Nick_duCat Nick DuCate

Nick DuCate posts on X about iran, gas, in the, oil the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3186995156/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3186995156/c:line/m:interactions.svg)

- [--] Week [-----] -11%
- [--] Month [------] -96%
- [--] Months [---------] +388%
- [--] Year [---------] +348%

### Mentions: [--] [#](/creator/twitter::3186995156/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3186995156/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [---] -82%
- [--] Months [---] +276%
- [--] Year [-----] +173%

### Followers: [-----] [#](/creator/twitter::3186995156/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3186995156/c:line/m:followers.svg)

- [--] Week [-----] +0.91%
- [--] Month [-----] +1.20%
- [--] Months [-----] +8.60%
- [--] Year [-----] +22%

### CreatorRank: [---------] [#](/creator/twitter::3186995156/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3186995156/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30.51% [countries](/list/countries)  27.12% [stocks](/list/stocks)  9.32% [automotive brands](/list/automotive-brands)  4.24% [travel destinations](/list/travel-destinations)  2.54% [musicians](/list/musicians)  0.85% [cryptocurrencies](/list/cryptocurrencies)  0.85% [luxury brands](/list/luxury-brands)  0.85%

**Social topic influence**
[iran](/topic/iran) 11.02%, [gas](/topic/gas) 9.32%, [in the](/topic/in-the) 9.32%, [oil](/topic/oil) 9.32%, [china](/topic/china) 7.63%, [venezuela](/topic/venezuela) 6.78%, [$arx](/topic/$arx) #13, [canada](/topic/canada) 4.24%, [investment](/topic/investment) 3.39%, [sunday](/topic/sunday) 3.39%

**Top accounts mentioned or mentioned by**
[@kelly1010x](/creator/undefined) [@joshyoung](/creator/undefined) [@nuggetcapital](/creator/undefined) [@assettraveller](/creator/undefined) [@beegjj](/creator/undefined) [@trendbullish](/creator/undefined) [@kevinagraham](/creator/undefined) [@tonynashnerd](/creator/undefined) [@energykenobi](/creator/undefined) [@breaking911](/creator/undefined) [@santiagoaufund](/creator/undefined) [@teddygambino](/creator/undefined) [@secrubio](/creator/undefined) [@kristjanbackman](/creator/undefined) [@newsdrunk](/creator/undefined) [@staunovo](/creator/undefined) [@bisoninsights](/creator/undefined) [@menchosint](/creator/undefined) [@amberkanwar](/creator/undefined) [@zecco9999](/creator/undefined)

**Top assets mentioned**
[Accelerant Holdings (ARX)](/topic/$arx) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Suncor Energy, Inc. (SU)](/topic/$su) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Oxygen (OXY)](/topic/$oxy) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@AssetTraveller With the caveat that I might be wrong I think [----] could be the year $ARX is subject to a takeover bid. I am honestly surprised that it hasn't happened already"  
[X Link](https://x.com/Nick_duCat/status/2000986986073743799)  2025-12-16T17:50Z [----] followers, [---] engagements


"@Kelly1010x I agree along with $ARX as well"  
[X Link](https://x.com/Nick_duCat/status/2011195330600345891)  2026-01-13T21:55Z [----] followers, [---] engagements


"It would be interesting if some of the larger Canadian gas producers bought a stake in LNG Canada. $TOU $CNQ come to mind as possible buyers. Exclusive: Shell Mitsubishi exploring sale options for their stakes in LNG Canada sources say https://t.co/fqTqpeGYPh Exclusive: Shell Mitsubishi exploring sale options for their stakes in LNG Canada sources say https://t.co/fqTqpeGYPh"  
[X Link](https://x.com/Nick_duCat/status/2012691370536759327)  2026-01-18T00:59Z [----] followers, [---] engagements


"@BeegJj I'm really looking forward to the Investor Day. Given they reached their goals for the last one a year early you know Rich has to have something exciting planned"  
[X Link](https://x.com/Nick_duCat/status/2019061463692808431)  2026-02-04T14:52Z [----] followers, [--] engagements


"Desperate people tend to do desperate things. If the regime felt it was on the verge of collapse is it really that difficult to imagine them deciding to take everyone else along with them Geopolitical analyst on Iran oil risk: "I wouldn't be surprised if Iran has missiles pointed at oil fields throughout the Gulf." "I also wouldn't be surprised if they attacked Iraqi fields." Geopolitical analyst on Iran oil risk: "I wouldn't be surprised if Iran has missiles pointed at oil fields throughout the Gulf." "I also wouldn't be surprised if they attacked Iraqi fields.""  
[X Link](https://x.com/Nick_duCat/status/2019162654284358037)  2026-02-04T21:34Z [----] followers, [---] engagements


"Of all the things government wastes money on you think that they could at least make an effort to solve one if not both of these great mysteries. Stonehenge in Wiltshire UK A mystery. Like how do they get the caramel into a Caramilk Bar or disappearing dryer socks My guess is that was built to hold the Rolling Stones first ever concert. πŸ™ƒ https://t.co/86wAXdA1jb Stonehenge in Wiltshire UK A mystery. Like how do they get the caramel into a Caramilk Bar or disappearing dryer socks My guess is that was built to hold the Rolling Stones first ever concert. πŸ™ƒ https://t.co/86wAXdA1jb"  
[X Link](https://x.com/Nick_duCat/status/2019163230086775215)  2026-02-04T21:36Z [----] followers, [----] engagements


"Happy Thursday To escape and sit quietly on the beachthat's my idea of paradise. Emilia Wickstead"  
[X Link](https://x.com/Nick_duCat/status/2019390369495150621)  2026-02-05T12:39Z [----] followers, [---] engagements


"Nothing like taxing unrealized gains to help generate economic growth and prosperity. Just when you thought that EU politicians couldn't possibly do anything more to kill their economies. Netherlands To Tax Unrealized Gains: EU Wealth Grab And Global Implications https://t.co/4kZHou4qld Netherlands To Tax Unrealized Gains: EU Wealth Grab And Global Implications https://t.co/4kZHou4qld"  
[X Link](https://x.com/Nick_duCat/status/2019424571435413692)  2026-02-05T14:55Z [----] followers, [---] engagements


"We can argue about which letter of the alphabet best describes the economy right now but the truth of the matter is that the economy simply sucks for the bottom 50% (+/-) . Well this doesn't seem great. https://t.co/BbCKM9ZBkr Well this doesn't seem great. https://t.co/BbCKM9ZBkr"  
[X Link](https://x.com/Nick_duCat/status/2019570647110946952)  2026-02-06T00:35Z [----] followers, [---] engagements


"@JoshYoung All Venezuelan production needs is higher oil prices massive capital investment and a secure political environment. It might take a 'little' while"  
[X Link](https://x.com/Nick_duCat/status/2020917736969252908)  2026-02-09T17:48Z [----] followers, [--] engagements


"I wonder if there is a country close by *cough*Canada*cough that is filled with inexpensive oil & gas companies that Shell could consider bidding on Shell needs big discovery or deals as oil gas reserves dwindle - Reuters Shell needs big discovery or deals as oil gas reserves dwindle - Reuters"  
[X Link](https://x.com/Nick_duCat/status/2020974329069175042)  2026-02-09T21:33Z [----] followers, [----] engagements


"@AssetTraveller @EnergyKenobi There is a great deal of logic in this. One can only wonder if this is ultimately Mike's exit strategy Grow build and then flip to Shell at a premium especially once Phase [--] is finally approved"  
[X Link](https://x.com/Nick_duCat/status/2020980474999603498)  2026-02-09T21:57Z [----] followers, [--] engagements


"Just to lighten the mood some wildly outlandish predictions for 2026: $ARX & $WCP merge $TVE & $HWX merge $PEY makes a hostile bid for $TOU resulting in $CNQ playing white knight & buying $TOU instead $SU buys $CVE Cramer declares oil uninvestable & WTI ends the year over $100"  
[X Link](https://x.com/Nick_duCat/status/2011185887628116256)  2026-01-13T21:17Z [----] followers, [----] engagements


"So when $ARX and $WCP merger what should the name for the merged company be"  
[X Link](https://x.com/Nick_duCat/status/2011865807857586384)  2026-01-15T18:19Z [----] followers, [---] engagements


"An interesting viewpoint on how things may likely play out over the [--] hours or so. TLDR: Not looking good for Iran WTI Crude: $64.60 (+2.5% since Sunday). The silence from diplomacy in Oman is deafening. Iran is now sitting there by themselves building an alibi narrative for use with China. Here's the timeline of what is going to happen tomorrow (Feb 11) and Thursday (Feb 12): [--]. The WTI Crude: $64.60 (+2.5% since Sunday). The silence from diplomacy in Oman is deafening. Iran is now sitting there by themselves building an alibi narrative for use with China. Here's the timeline of what is"  
[X Link](https://x.com/Nick_duCat/status/2021318230288236646)  2026-02-10T20:19Z [----] followers, [---] engagements


"The things we do to 'save' the planet. Electric vehicles batteries can be flammable with far more dangerous fumes and smoke https://t.co/zUaWXJHznn Electric vehicles batteries can be flammable with far more dangerous fumes and smoke https://t.co/zUaWXJHznn"  
[X Link](https://x.com/Nick_duCat/status/2019381735193190641)  2026-02-05T12:04Z [----] followers, [---] engagements


"Today will be a most interesting day for $ARX. Will the market reaction be overly negative Is this what finally puts the company into play #1 $arx $arx.to - Buy pt C$28 - Attachie let down - stepping away from providing Attachie guidance - removed phase [--] from the multi-year outlook - its legacy assets are strategically advantaged - 2026E 8% FCF (5% NCIB 3% dividend) - strong headline Q4 https://t.co/JFsG8Zhwbu #1 $arx $arx.to - Buy pt C$28 - Attachie let down - stepping away from providing Attachie guidance - removed phase [--] from the multi-year outlook - its legacy assets are strategically"  
[X Link](https://x.com/Nick_duCat/status/2019756605160755402)  2026-02-06T12:54Z [----] followers, [----] engagements


"@BeegJj This may finally leave $ARX in play. Either for US E&P or perhaps a Canadian peer such as $WCP or $TOU. It will be interesting to watch this play out"  
[X Link](https://x.com/Nick_duCat/status/2019812144821522555)  2026-02-06T16:35Z [----] followers, [----] engagements


"Politicians . She just didn't get the point did she Or she choose to ignore it. If it doesn't fit the narrative. Spains far-left Ms Madrid spokesperson Tesh Sidi reacted to statistics indicating that the likelihood of being robbed by a migrant is higher than by a native Spaniard by saying there is no need for concern as her party is working to ensure migrants soon become Spaniards. https://t.co/FYEkmUQXJY Spains far-left Ms Madrid spokesperson Tesh Sidi reacted to statistics indicating that the likelihood of being robbed by a migrant is higher than by a native Spaniard by saying there is no"  
[X Link](https://x.com/Nick_duCat/status/2021655153661841905)  2026-02-11T18:38Z [----] followers, [---] engagements


"So when (if) the US moves against Iran China moves against Taiwan Don't dismiss this out of hand this is the 2020s and you never expected war in Europe a global pandemic or Bad Bunny performing at the Super Bowl. Economist 2023: How might China change its behaviour if war were on the horizon The answer is that it would probably buy even more food. One product to watch is soyabeans. https://t.co/YeFYnUgpQT Economist 2023: How might China change its behaviour if war were on the horizon The answer is that it would probably buy even more food. One product to watch is soyabeans."  
[X Link](https://x.com/Nick_duCat/status/2021989038925000854)  2026-02-12T16:45Z [----] followers, [---] engagements


"It's like Greta explaining that it's cold outside because of the climate warming up. The oil narrative overrides all facts or reason and the mental gymnastics are incredible. Should be an interesting interview. A major media outlet: The oil market is oversupplied but demand is strong leading to higher refinery utilization higher margins and higher profits Yet the oil market is oversupplied because demand is weak 🀣🀣🀣🀣🀣🀣🀣🀣 A major media outlet: The oil market is oversupplied but demand is strong leading to higher refinery utilization higher margins and higher profits Yet the oil market"  
[X Link](https://x.com/Nick_duCat/status/2021994754519838976)  2026-02-12T17:08Z [----] followers, [---] engagements


"@NuggetCapital Issuing a combination of debt & equity to fund capital projects or new acquisitions Their behavior is dangerously close to that of a REIT 😱"  
[X Link](https://x.com/Nick_duCat/status/2022447082771210313)  2026-02-13T23:05Z [----] followers, [---] engagements


"@Kevin_AGraham That would be interesting. I'm thinking a generous 40% premium and imagining the comments from our favorite $PEY hater"  
[X Link](https://x.com/Nick_duCat/status/2005395184264298932)  2025-12-28T21:47Z [----] followers, [---] engagements


"@NuggetCapital $38 trillion in debt and growing so the government needs lower rates regardless of inflation levels. [----] will no doubt contain many surprises and markets will do what they always do fluctuate"  
[X Link](https://x.com/Nick_duCat/status/2005601879716462997)  2025-12-29T11:28Z [----] followers, [--] engagements


"I'm sure the bears will be along shortly to explain how this is negative for oil prices. This forced production cut targeting a 25% reduction in Orinoco Belt output from [------] to [------] barrels per day represents a 15% cut in Venezuela's overall output. (BBG) This forced production cut targeting a 25% reduction in Orinoco Belt output from [------] to [------] barrels per day represents a 15% cut in Venezuela's overall output. (BBG)"  
[X Link](https://x.com/Nick_duCat/status/2005969955079295453)  2025-12-30T11:51Z [----] followers, [----] engagements


"Apparently fraud & grift are the growth industries of the 2020s. Ahe here you thought it was tech. Betcha that dozens of PE firms tried to roll up Somali FraudCos but missed the IPO window🀭 Betcha that dozens of PE firms tried to roll up Somali FraudCos but missed the IPO window🀭"  
[X Link](https://x.com/Nick_duCat/status/2006103560019235221)  2025-12-30T20:42Z [----] followers, [---] engagements


"Sometimes it is cheaper to buy when things are on sale rather than build it yourself. I still think $CVX buys $OXY pad their Permian inventory DJ I still think $CVX buys $OXY pad their Permian inventory DJ"  
[X Link](https://x.com/Nick_duCat/status/2006104038916411624)  2025-12-30T20:44Z [----] followers, [---] engagements


"Hear me out."The Exxon Mobil Learing Center" πŸ€” In [----] Somali daycares will generate more free cashflow than the entire oil and gas industry in the US and Canada combined. Let that sink in. In [----] Somali daycares will generate more free cashflow than the entire oil and gas industry in the US and Canada combined. Let that sink in"  
[X Link](https://x.com/Nick_duCat/status/2006481483398263076)  2025-12-31T21:43Z [----] followers, [---] engagements


"How often do burglars: [--]. break into a daycare (what can you steal) [--]. steal financial records If you believe the 'break in' theory I have waterfront property in Arizona I would like to discuss with you. Thats called tampering with evidence. Thats called tampering with evidence"  
[X Link](https://x.com/Nick_duCat/status/2006836293154848957)  2026-01-01T21:13Z [----] followers, [---] engagements


"Mom told me that a banker is someone who lends you an umbrella when it is sunny and wants it back when it starts to rain. China & Russia are the same promise support to get what they want with zero follow through when help is actually needed. I guess my main question here is what will China and Russia do if anything to support Iran's regime So far they've done very little for Venezuela. Tbh I don't think either has capacity to support Iran. Russia is busy with Ukraine. China is busy with pretend war games around I guess my main question here is what will China and Russia do if anything to"  
[X Link](https://x.com/Nick_duCat/status/2006889212356759668)  2026-01-02T00:44Z [----] followers, [---] engagements


"Less stress and more profit. Open your own 'Learing Center' today My new years resolution was to get out of the oil and gas business and get into the daycare and autism business in Minnesota. Seems like a better option for me. My new years resolution was to get out of the oil and gas business and get into the daycare and autism business in Minnesota. Seems like a better option for me"  
[X Link](https://x.com/Nick_duCat/status/2006890514709180787)  2026-01-02T00:49Z [----] followers, [---] engagements


"Today will be an interesting day in the market showing who understands what's going on and who doesn't. But the three US oil majors have cautiously greeted Trumps call for investment due to concerns about political instability a history of expropriated assets in Venezuela and the vast sums required to boost production. One industry insider said the chief executives of But the three US oil majors have cautiously greeted Trumps call for investment due to concerns about political instability a history of expropriated assets in Venezuela and the vast sums required to boost production. One"  
[X Link](https://x.com/Nick_duCat/status/2008136403000099028)  2026-01-05T11:20Z [----] followers, [---] engagements


"It's 'almost' as if oil companies want to make a return on their investment for shareholders. Hard to have a CAPEX Boom with $57 oil just sayin 🫑πŸͺ’ Hard to have a CAPEX Boom with $57 oil just sayin 🫑πŸͺ’"  
[X Link](https://x.com/Nick_duCat/status/2008154939080728710)  2026-01-05T12:33Z [----] followers, [---] engagements


"I can't decide if this is funny or sad maybe both but it is true. Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd look bad if we lowered it https://t.co/MbWOGWECOY Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for"  
[X Link](https://x.com/Nick_duCat/status/2008189297690902734)  2026-01-05T14:50Z [----] followers, [---] engagements


""Thinking is hard which is why so few engage in it" Eric clearly lays out why Venezuelan production is not going to double over the next few days. Markets tend to overreact. One investors fear is another investors opportunity"  
[X Link](https://x.com/Nick_duCat/status/2008242454630457470)  2026-01-05T18:21Z [----] followers, [---] engagements


"While we're all focused on Venezuela is something going on in the Middle East Non-stop monitoring of the strait of Hormuz by the US Navy continues for the 4th day in a row. Currently a P-8A Poseidon loitering over the strait. Still wonder what Iran did which caused this rapid increase in surveillance missions there. https://t.co/ToQuCdhB1W Non-stop monitoring of the strait of Hormuz by the US Navy continues for the 4th day in a row. Currently a P-8A Poseidon loitering over the strait. Still wonder what Iran did which caused this rapid increase in surveillance missions there."  
[X Link](https://x.com/Nick_duCat/status/2008287049598857230)  2026-01-05T21:18Z [----] followers, [---] engagements


"Germany: "You must explain yourself to us" US: "or what" Germany: "We will send you a strongly worded letter" Lol Germany and frankly the entire EU is either on drugs or just plain stupid to think the US needs to explain itself to Berlin. In fact Trump should pull all the troops out of Germany. Take away that $2 billion a year revenue to the German economy. Lol Germany and frankly the entire EU is either on drugs or just plain stupid to think the US needs to explain itself to Berlin. In fact Trump should pull all the troops out of Germany. Take away that $2 billion a year revenue to the"  
[X Link](https://x.com/Nick_duCat/status/2008294238912479267)  2026-01-05T21:47Z [----] followers, [---] engagements


""The sovereignty and security of all countries should be fully protected under international law" China's top diplomat said. China the country supplying weapons to Russia for its invasion of Ukraine. That China "The sovereignty and security of all countries should be fully protected under international law" China's top diplomat said. The overnight removal of a leader from one of Chinas close partners will test Beijings claim it can manage global crises without military force. "The sovereignty and security of all countries should be fully protected under international law" China's top diplomat"  
[X Link](https://x.com/Nick_duCat/status/2008296853557928386)  2026-01-05T21:57Z [----] followers, [---] engagements


"@AssetTraveller This always comes to mind"  
[X Link](https://x.com/Nick_duCat/status/2008346117985939761)  2026-01-06T01:13Z [----] followers, [--] engagements


"@AssetTraveller @Breaking911 California doesn't like to use the word 'theft' it is preferred that you use the term "alternative ownership" instead"  
[X Link](https://x.com/Nick_duCat/status/2008651721573367901)  2026-01-06T21:27Z [----] followers, [--] engagements


"@trend_bullish Looking forward to seeing what's in store with their upcoming Investor Day"  
[X Link](https://x.com/Nick_duCat/status/2008659000586580183)  2026-01-06T21:56Z [----] followers, [--] engagements


"Xi: It's a bit of a fixer upper make me an offer Trump: (Channeling the Godfather) I'll make you an offer you can't refuse. @SantiagoAuFund How much do you think China will let Canada go for πŸ€” @SantiagoAuFund How much do you think China will let Canada go for πŸ€”"  
[X Link](https://x.com/Nick_duCat/status/2008692178076528677)  2026-01-07T00:08Z [----] followers, [---] engagements


"It's Wednesday "Death Leaves A Heartache No One Can Heal Love Leaves A Memory No One Can Steal.""  
[X Link](https://x.com/Nick_duCat/status/2008905734789149117)  2026-01-07T14:17Z [----] followers, [---] engagements


"@trend_bullish @TeddyGambino Remember that midterms are coming up and rightly or wrongly Trump sees cheap gas as important for Republicans reelection hopes. As a result he will do all that he can be suppress oil prices until we have 1960s gasoline prices"  
[X Link](https://x.com/Nick_duCat/status/2009091217028698622)  2026-01-08T02:34Z [----] followers, [--] engagements


"@BeegJj Management & shareholder alignment is always a good thing. Grant & Mike are two great examples of this. Now all that is required is a little help from energy prices which hopefully will be coming later in the 2H of this year"  
[X Link](https://x.com/Nick_duCat/status/2009226869334528476)  2026-01-08T11:33Z [----] followers, [---] engagements


"The cure for low oil prices is low oil prices but the ride between now and midterms might be a little bumpy so buckle up"  
[X Link](https://x.com/Nick_duCat/status/2009228119702688027)  2026-01-08T11:38Z [----] followers, [---] engagements


"Take that oil & stick it.right into the SPR Good idea πŸ˜€πŸ€£ I have a 2nd suggestion for Trump I won't mention my first because it would get me banned for life Take those 30M-50M barrels of Venezuelan crude oil & put it directly into the U.S. SPR I have a 2nd suggestion for Trump I won't mention my first because it would get me banned for life Take those 30M-50M barrels of Venezuelan crude oil & put it directly into the U.S. SPR"  
[X Link](https://x.com/Nick_duCat/status/2009231045594661316)  2026-01-08T11:49Z [----] followers, [----] engagements


"@JoshYoung Canada is like California only with worse weather"  
[X Link](https://x.com/Nick_duCat/status/2009272277100089836)  2026-01-08T14:33Z [----] followers, [--] engagements


"@NuggetCapital It will be interesting to see how the $HR.UN story plays out. They were expected to have more asset sales completed by year end. The silence makes me wonder if there will be an announcement with their Feb [--] year end results Spin-out or sale of industrial assets or go private"  
[X Link](https://x.com/Nick_duCat/status/2009276160690036927)  2026-01-08T14:49Z [----] followers, [---] engagements


"@NuggetCapital We're taking the silence as a positive sign that some sort of transaction is being finalized"  
[X Link](https://x.com/Nick_duCat/status/2009294039217262737)  2026-01-08T16:00Z [----] followers, [---] engagements


"@JoshYoung Just to clarify: Strongly worded letter of support for the regime or the protestors It is Europe after all so one can never be sure"  
[X Link](https://x.com/Nick_duCat/status/2009383599901167684)  2026-01-08T21:55Z [----] followers, [--] engagements


"VIDEO: Small group of energy investors pushing back against the MSM narrative of oil being a dying industry with collapsing demand. Meanwhile in the ZOO in Poland https://t.co/i9CBvyAHmh Meanwhile in the ZOO in Poland https://t.co/i9CBvyAHmh"  
[X Link](https://x.com/Nick_duCat/status/2009589835594649994)  2026-01-09T11:35Z [----] followers, [---] engagements


"It's 'almost' as if the IEA was wrong.again. I'm shocked"  
[X Link](https://x.com/Nick_duCat/status/2009592361345757589)  2026-01-09T11:45Z [----] followers, [---] engagements


"Happy Friday Let your kindness be a true reflection of who you genuinely are"  
[X Link](https://x.com/Nick_duCat/status/2009604393004679478)  2026-01-09T12:33Z [----] followers, [---] engagements


"@JoshYoung That is a very big "IF". There is a great deal of political risk risk of violence from cartels & paramilitary groups and the tiny little fact that it is likely uneconomic to invest at current low energy prices. But sure I'm positive the line of volunteers was 'huge'"  
[X Link](https://x.com/Nick_duCat/status/2009705259061653857)  2026-01-09T19:14Z [----] followers, [---] engagements


"@NuggetCapital Sorry but the Cramer-Goldman Sachs contra indicator is much more reliable. Waiting for one of them or better both of them to say reits are uninvestableπŸ˜€"  
[X Link](https://x.com/Nick_duCat/status/2009707972440797429)  2026-01-09T19:24Z [----] followers, [---] engagements


"@TonyNashNerd Greenland is playing hard to get. Denmark wants to pretend that they 'stood up to Trump'. It's all kabuki theatre for the masses while they are likely negotiating a deal behind closed doors"  
[X Link](https://x.com/Nick_duCat/status/2009708706842456470)  2026-01-09T19:27Z [----] followers, [--] engagements


"Trump wants oil at $50 (or lower) before the midterms. Consequences be damned. Clearly he sees lower gas prices as important to Republican reelection hopes. Were talking about this administration screwing us over again said a top executive at one of the countrys leading shale groups describing the plans as against American producers. If the US government starts providing guarantees to oil companies to produce or grow oil Were talking about this administration screwing us over again said a top executive at one of the countrys leading shale groups describing the plans as against American"  
[X Link](https://x.com/Nick_duCat/status/2009711106286309439)  2026-01-09T19:37Z [----] followers, [---] engagements


""Politics is the art of looking for trouble finding it whether it exists or not diagnosing it incorrectly and applying the wrong remedy." Ernest Benn Seems appropriate. TRUMP: A VERY BIG FACTOR IN THIS INVOLVEMENT WILL BE REDUCTION OF OIL PRICES FOR AMERICAN PEOPLE TRUMP: A VERY BIG FACTOR IN THIS INVOLVEMENT WILL BE REDUCTION OF OIL PRICES FOR AMERICAN PEOPLE"  
[X Link](https://x.com/Nick_duCat/status/2009738715783143636)  2026-01-09T21:27Z [----] followers, [---] engagements


"It's almost as if everyone has a day job during the week and is only available weekends and holidays. Couldn't be due to the markets being closed that would be too obvious. Reminder: Qasem Soleimani and Abu Bakr al-Baghdad were killed on a Saturday Operation Midnight Hammer was on a Sunday Maduro taken on Friday night. 🫣πŸͺ’ https://t.co/TdKLLZReOB Reminder: Qasem Soleimani and Abu Bakr al-Baghdad were killed on a Saturday Operation Midnight Hammer was on a Sunday Maduro taken on Friday night. 🫣πŸͺ’ https://t.co/TdKLLZReOB"  
[X Link](https://x.com/Nick_duCat/status/2009739447940596139)  2026-01-09T21:29Z [----] followers, [---] engagements


"Woods diplomatically telling Trump: "no no way no way in hell" We've had our assets seized there twice and so you can imagine to reenter a third time would require some pretty significant changes from what we've historically seen Woods said. If we look at the legal and commercial constructs and frameworks in place today in Venezuela We've had our assets seized there twice and so you can imagine to reenter a third time would require some pretty significant changes from what we've historically seen Woods said. If we look at the legal and commercial constructs and frameworks in place today in"  
[X Link](https://x.com/Nick_duCat/status/2009993233213075764)  2026-01-10T14:18Z [----] followers, [---] engagements


"Trump wants cheap oil prices the IEA and the EIA are happy to oblige with predications of a massive oil glut but is the glut real or fanciful thinking Some great insights here about what makes an oil glut πŸ‘‡πŸ‘‡ If there was an oil supply glut prices would be collapsing: Carlyle's Currie https://t.co/cL5S58nShA Some great insights here about what makes an oil glut πŸ‘‡πŸ‘‡ If there was an oil supply glut prices would be collapsing: Carlyle's Currie https://t.co/cL5S58nShA"  
[X Link](https://x.com/Nick_duCat/status/2010099754332742082)  2026-01-10T21:21Z [----] followers, [---] engagements


"@TonyNashNerd "We want to be Greenlanders" But we still want your monetary support of course"  
[X Link](https://x.com/Nick_duCat/status/2010101278228025576)  2026-01-10T21:27Z [----] followers, [--] engagements


"Geopolitical risk - the Weekend Edition Venezuela Iran.2026 is already shaping up to be another 'interesting' year in a string of interesting years in the 2020s Senior officials in the Trump Administration have had preliminary discussions about how to carry out an attack on Iran if needed to follow through on threats made by President Donald J. Trump including what sites might be targeted U.S. officials told the Wall Street Journal. https://t.co/fTEeTlXBiO Senior officials in the Trump Administration have had preliminary discussions about how to carry out an attack on Iran if needed to follow"  
[X Link](https://x.com/Nick_duCat/status/2010102584800145910)  2026-01-10T21:32Z [----] followers, [---] engagements


"It's like everyone has a day job during the week and they are only available on weekends. Headlines you only see on weekends: https://t.co/642idKzIqd Headlines you only see on weekends: https://t.co/642idKzIqd"  
[X Link](https://x.com/Nick_duCat/status/2010145630640058719)  2026-01-11T00:23Z [----] followers, [----] engagements


"@JoshYoung @SecRubio 😹"  
[X Link](https://x.com/Nick_duCat/status/2010146528175018078)  2026-01-11T00:27Z [----] followers, [--] engagements


"@trend_bullish So just to recap: Cramer bearish oil GS bearish oil and they say no one rings a bell at the bottom"  
[X Link](https://x.com/Nick_duCat/status/2010147559755723134)  2026-01-11T00:31Z [----] followers, [---] engagements


"So to recap the situation in Venezuela: Not safe to stay there but safe to invest there Mom always says never invest your money in a country you wouldn't be willing to visit on your vacation. https://t.co/IvcBF0nVha https://t.co/IvcBF0nVha"  
[X Link](https://x.com/Nick_duCat/status/2010502176766914804)  2026-01-12T00:00Z [----] followers, [---] engagements


"@JoshYoung It's difficult to understand why oil companies are reluctant to invest billions in a country which has seized their assets in the past where it is unclear who is in charge and where motorcycle gangs & drug cartels pose risk of physical harm to their employees. Oh wait"  
[X Link](https://x.com/Nick_duCat/status/2010529582768955855)  2026-01-12T01:49Z [----] followers, [----] engagements


"@KristjanBackman @JoshYoung but not at the $50 Trump wants"  
[X Link](https://x.com/Nick_duCat/status/2010531102608511135)  2026-01-12T01:55Z [----] followers, [---] engagements


"Trump said "drill baby drill" He didn't mention that it wouldn't be in the US US shale frac spreads continue to drop to new cycle lows as wells produce negative full-cycle NPV10's at current commodity prices Very important data point to watch in 1H26 with volatile pricing ahead further M&A expected and remaining acreage quality further degrading. πŸ›’πŸ’° https://t.co/Ntwi3UahQ0 US shale frac spreads continue to drop to new cycle lows as wells produce negative full-cycle NPV10's at current commodity prices Very important data point to watch in 1H26 with volatile pricing ahead further M&A expected"  
[X Link](https://x.com/Nick_duCat/status/2010539677686645024)  2026-01-12T02:29Z [----] followers, [---] engagements


"2026 is shaping up to be an even more 'interesting' year than [----] was This is going to be unbelievably massive. there will be major banking institutions drawn into this before its over This is going to be unbelievably massive. there will be major banking institutions drawn into this before its over"  
[X Link](https://x.com/Nick_duCat/status/2010686542763761757)  2026-01-12T12:13Z [----] followers, [---] engagements


"XOM: We don't want to invest in Venezuela Trump: With an attitude like that I might just block you from investing in Venezuela 🀷 U.S. President Donald J. Trump said on Sunday that he might block Exxon Mobil the largest oil company in the United States from investing in Venezuela after the companys CEO called the country uninvestable during a White House meeting with oil executives last week according https://t.co/nFJJOVc7jK U.S. President Donald J. Trump said on Sunday that he might block Exxon Mobil the largest oil company in the United States from investing in Venezuela after the companys"  
[X Link](https://x.com/Nick_duCat/status/2010687187688603849)  2026-01-12T12:15Z [----] followers, [---] engagements


"Some call this cold weather Some call this bullish natural gas Some even call it both. What an absolute walk-off home run. I'm kicking myself for not trusting my own conviction in those final moments. The ECMWF-ENS is now forecasting a cold blast to hit the densely populated East Coast after mid-January. Many forecasters called this but the models were https://t.co/ujpuV2Gvmp What an absolute walk-off home run. I'm kicking myself for not trusting my own conviction in those final moments. The ECMWF-ENS is now forecasting a cold blast to hit the densely populated East Coast after mid-January."  
[X Link](https://x.com/Nick_duCat/status/2010795614238539963)  2026-01-12T19:26Z [----] followers, [---] engagements


"A strike on Kharg Island Pro: The economic impact would quite possibly collapse the current Iranian regime Con: Increased oil prices and we all know Trump want oil prices much lower This is the 2020s so anything is possible. The Iranians seems to be reducing inventory in Kharg Island. Which is what you'd do ahead of trouble. Keep an eye on this one because this is a likely target of US/Israeli forces. Some US planes had a keen interest those past few days . https://t.co/VM6b1fU8GQ The Iranians seems to be reducing inventory in Kharg Island. Which is what you'd do ahead of trouble. Keep an eye"  
[X Link](https://x.com/Nick_duCat/status/2010823836380303738)  2026-01-12T21:18Z [----] followers, [---] engagements


""Macron was in Beijing urging Xi to send more Chinese investment to Europe to rebalance the economic relationship" Macron was in Beijing urging Xi to send more Chinese investment to Europe to rebalance the economic relationship. Its time to turn a new page in this historic partnership Macron said. /1 of [--] https://t.co/j023QLPzjC https://t.co/0G30EsB2JA Macron was in Beijing urging Xi to send more Chinese investment to Europe to rebalance the economic relationship. Its time to turn a new page in this historic partnership Macron said. /1 of [--] https://t.co/j023QLPzjC https://t.co/0G30EsB2JA"  
[X Link](https://x.com/Nick_duCat/status/2010835369411940653)  2026-01-12T22:04Z [----] followers, [---] engagements


"@JoshYoung I prefer to call it "bullish natural gas""  
[X Link](https://x.com/Nick_duCat/status/2010881993219981771)  2026-01-13T01:10Z [----] followers, [---] engagements


"@JoshYoung Trump wants lower oil prices for the midterms. No doubt this floating storage is something he has his eyes on"  
[X Link](https://x.com/Nick_duCat/status/2011193605428560379)  2026-01-13T21:48Z [----] followers, [---] engagements


"@News_Drunk before or after CNQ buys TOU"  
[X Link](https://x.com/Nick_duCat/status/2011205015684469064)  2026-01-13T22:33Z [----] followers, [---] engagements


"It's Wednesday "I only miss you every minute of every day. You will never truly be gone. I will hold you safe in my heart forever"  
[X Link](https://x.com/Nick_duCat/status/2011416826547405261)  2026-01-14T12:35Z [----] followers, [---] engagements


"Trump wants cheap oil prices before the midterms. The US now has increased influence over Venezuelan oil. The situation in Iran is unclear but regardless of the outcome the risk is more oil coming onto the market. Iran has lots of floating storage a fact not lost on Trump. The two biggest events have unfolded for crude in the two biggest oil countries and oil is still $61. That would make me awfully nervous here if I was long oil E&P trading a hair off 52-week highs w/ an unsustainable dividend. The two biggest events have unfolded for crude in the two biggest oil countries and oil is still"  
[X Link](https://x.com/Nick_duCat/status/2011443631119626462)  2026-01-14T14:21Z [----] followers, [----] engagements


"China doing what China always does adding confusion to global commodities markets. Are they buying oil for economic or security reasons Why are they selling copper Economic slowdown or to drive prices lower so they can stock up at lower prices [----] isn't going to be dull. China is importing record volumes of oil 13.23mbpd in December vs 12.43mbpd in November and 11.31mbpd in December [--] - customs office data @staunovo https://t.co/CGUzjL4vnr China is importing record volumes of oil 13.23mbpd in December vs 12.43mbpd in November and 11.31mbpd in December [--] - customs office data @staunovo"  
[X Link](https://x.com/Nick_duCat/status/2011450586831704130)  2026-01-14T14:49Z [----] followers, [----] engagements


"TACO or misdirection You can never tell with Trump even he might not be totally certain. It does make energy investing "interesting". TACO Trump TACO Trump"  
[X Link](https://x.com/Nick_duCat/status/2011548437905621031)  2026-01-14T21:18Z [----] followers, [---] engagements


"Trump - predictably unpredictable. Trump gave conflicting signals prior to bombing Iran's nuclear facilities. This could be a repeat a TACO or perhaps even Trump himself doesn't know what he is going to do yet. Oil investing is never dull. "All the signals are that a U.S. attack is imminent but that is also how this administration behaves to keep everyone on their toes. Unpredictability is part of the strategy" a Western military official told Reuters later on Wednesday. "All the signals are that a U.S. attack is imminent but that is also how this administration behaves to keep everyone on"  
[X Link](https://x.com/Nick_duCat/status/2011558833408393686)  2026-01-14T21:59Z [----] followers, [---] engagements


"Energy investing is never dull. So here is today's poll question for you. Which is the most likely scenario: a) Trump bombs Iran oil up b) Trump bombs Iran oil down c) Trump pulls a TACO oil up d) Trump pulls a TACO oil down Please retweet πŸ™ a b d c a b d c"  
[X Link](https://x.com/Nick_duCat/status/2011561563019481490)  2026-01-14T22:10Z [----] followers, [---] engagements


""So production actually fell when OPEC rose the quota." Say it with me.quotas are not production So production actually fell when OPEC rose the quota. @JoshYoung where have I heard this before @BisonInsights So production actually fell when OPEC rose the quota. @JoshYoung where have I heard this before @BisonInsights"  
[X Link](https://x.com/Nick_duCat/status/2011629680148038005)  2026-01-15T02:41Z [----] followers, [----] engagements


"@Kelly1010x I wasn't implying you didn't understand I was trying to build on your point"  
[X Link](https://x.com/Nick_duCat/status/2011633956211605641)  2026-01-15T02:58Z [----] followers, [--] engagements


"@Kelly1010x OMG it hurts just looking at it"  
[X Link](https://x.com/Nick_duCat/status/2011635268793876679)  2026-01-15T03:03Z [----] followers, [--] engagements


"@Kelly1010x That sounds extremely painful Hope the meds help and you recover quickly"  
[X Link](https://x.com/Nick_duCat/status/2011636784674099502)  2026-01-15T03:09Z [----] followers, [--] engagements


"@Kelly1010x That looks extremely painful"  
[X Link](https://x.com/Nick_duCat/status/2011638117858754961)  2026-01-15T03:14Z [----] followers, [--] engagements


"Woke is expensive & physics is undefeated. The U-turn lesson Taking the wrong road is possible but not free. U-turns are expensive Billions expensive πŸ’²πŸ’²πŸ’²πŸ’²πŸ’²πŸ’² BP Low-Carbon Write-Down Could Hit $5B as Pivot Continues https://t.co/vSWHzD12IR The U-turn lesson Taking the wrong road is possible but not free. U-turns are expensive Billions expensive πŸ’²πŸ’²πŸ’²πŸ’²πŸ’²πŸ’² BP Low-Carbon Write-Down Could Hit $5B as Pivot Continues https://t.co/vSWHzD12IR"  
[X Link](https://x.com/Nick_duCat/status/2011768160819835203)  2026-01-15T11:51Z [----] followers, [----] engagements


"Happy Thursday Happiness is like a butterfly; the more you chase it the more it will elude you but if you turn your attention to other things it will come and sit softly on your shoulder. Henry David Thoreau"  
[X Link](https://x.com/Nick_duCat/status/2011814548010123697)  2026-01-15T14:55Z [----] followers, [--] engagements


"To quote Charlie Munger the money is made in the waiting. #1 Greg Taylor CIO Penderfund Capital Mgmt $arx.to $tou.to - most investors are frustrated with the Energy sector in general - Energy should be on everyone's radar - should be starting to look at them - energy stocks the past few years have done a good job on the b/s #1 Greg Taylor CIO Penderfund Capital Mgmt $arx.to $tou.to - most investors are frustrated with the Energy sector in general - Energy should be on everyone's radar - should be starting to look at them - energy stocks the past few years have done a good job on the b/s"  
[X Link](https://x.com/Nick_duCat/status/2011825305410027597)  2026-01-15T15:38Z [----] followers, [----] engagements


"This is about sound bites for the camera not about actually doing something. Trump wants cheap oil the midterms are coming the midterms are coming. More Trump administration sanctions on Iran. What about enforcing existing sanctions More Trump administration sanctions on Iran. What about enforcing existing sanctions"  
[X Link](https://x.com/Nick_duCat/status/2011870740480721238)  2026-01-15T18:38Z [----] followers, [---] engagements


"@Kelly1010x They have not been getting much love lately. Energy stocks remain well hated"  
[X Link](https://x.com/Nick_duCat/status/2011908558116278717)  2026-01-15T21:09Z [----] followers, [--] engagements


""Politics is the art of looking for trouble finding it whether it exists or not diagnosing it incorrectly and applying the wrong remedy." Ernest Benn Drilling activity in the UK North Sea has dropped to its lowest level since the modern domestic oil and gas industry began in [----]. Why Because the UK enacted a stealth nationalization that would make Venezuela's Hugo Chavez blush. The UK didn't send in the army. They sent in Drilling activity in the UK North Sea has dropped to its lowest level since the modern domestic oil and gas industry began in [----]. Why Because the UK enacted a stealth"  
[X Link](https://x.com/Nick_duCat/status/2011917664143499751)  2026-01-15T21:45Z [----] followers, [---] engagements


"Clearly the natural gas investors finally went to church last Sunday Their prayers appear to have been answered. https://t.co/hx7ggfQj6Q https://t.co/hx7ggfQj6Q"  
[X Link](https://x.com/Nick_duCat/status/2012119644686131223)  2026-01-16T11:08Z [----] followers, [---] engagements


"Wait You mean US shale companies aren't going to "drill baby drill" at low oil prices I'm shocked simply shocked.🀯 Most impactful energy news since last Febs Sheffield interview. Most impactful energy news since last Febs Sheffield interview"  
[X Link](https://x.com/Nick_duCat/status/2012275396494958966)  2026-01-16T21:26Z [----] followers, [---] engagements


"Unfortunately politicians don't care about the future they only care about the present. The problems they create today while seeking immediate near-term gains are someone else's mess to deal with in the future. Critically important and excellent analysis on how artificially manipulating oil prices lower today sets us up for much higher prices in the future . Critically important and excellent analysis on how artificially manipulating oil prices lower today sets us up for much higher prices in the future "  
[X Link](https://x.com/Nick_duCat/status/2012326325533417941)  2026-01-17T00:49Z [----] followers, [---] engagements


"This is heartbreaking. Why is it so difficult for humanity to do better to be better to act with kindness towards others IRAN: An employee at Behesht e Sakineh Cemetery said that by Saturday thousands of unidentified bodies had been brought to the site. Staff were ordered to bury them in mass graves and refused. Instead they documented the dead photographing faces in groups of [--] so families https://t.co/669zm1e84h IRAN: An employee at Behesht e Sakineh Cemetery said that by Saturday thousands of unidentified bodies had been brought to the site. Staff were ordered to bury them in mass graves"  
[X Link](https://x.com/Nick_duCat/status/2012637582471946384)  2026-01-17T21:26Z [----] followers, [---] engagements


"@Kelly1010x I just think it's sad that the Iranian regime doesn't seem to mind murdering thousands of people to stay in control.Trump needs to do something sooner than later"  
[X Link](https://x.com/Nick_duCat/status/2012689696405827784)  2026-01-18T00:53Z [----] followers, [--] engagements


"Looking like next weekend could be an important one for the Middle East. USS ABRAHAM LINCOLN MOVES INTO STRIKE RANGE OF IRAN The USS Abraham Lincoln is moving into a position where it could hit Iran within days. At its current pace its in strike range around Jan [--]. @MenchOsint https://t.co/EMojSyC92M USS ABRAHAM LINCOLN MOVES INTO STRIKE RANGE OF IRAN The USS Abraham Lincoln is moving into a position where it could hit Iran within days. At its current pace its in strike range around Jan [--]. @MenchOsint https://t.co/EMojSyC92M"  
[X Link](https://x.com/Nick_duCat/status/2012960064597033168)  2026-01-18T18:47Z [----] followers, [---] engagements


"It's 'almost' as if there isn't going to be a 4mm/bod supply glut like the IEA told us. Next thing you know they will be telling us oil isn't really a dying industry after all. OECD crude oil inventories at multi-year lows as refineries continue to run hard and production numbers remain stable. Concurrently petroleum demand is running super hot with massive growth rates in emerging markets and strong prints in OECD countries. Exciting Q1 ahead πŸ›’πŸ’° https://t.co/ebTLsHHzlY OECD crude oil inventories at multi-year lows as refineries continue to run hard and production numbers remain stable."  
[X Link](https://x.com/Nick_duCat/status/2012962089019613645)  2026-01-18T18:55Z [----] followers, [---] engagements


"If Biden had suggested taking over Greenland the MSM would have called him a master strategist and the EU would have fallen over themselves to co-operate. It all boils down to TDS. It's amazing what some will do 'because Trump'. Note: Woodrow Wilson - the guy who REINTRODUCED actual segregation into the Federal government - received near zero pushback on this. Note: Woodrow Wilson - the guy who REINTRODUCED actual segregation into the Federal government - received near zero pushback on this"  
[X Link](https://x.com/Nick_duCat/status/2012970270873575745)  2026-01-18T19:28Z [----] followers, [---] engagements


"Pro tip: Some sunlight occasionally also is helpful. Make sure your solar panels have no dust on them. And the wind turbines facing the wind This way you stay warm in the winter https://t.co/7oeDNwUUIA Make sure your solar panels have no dust on them. And the wind turbines facing the wind This way you stay warm in the winter https://t.co/7oeDNwUUIA"  
[X Link](https://x.com/Nick_duCat/status/2013396414064185818)  2026-01-19T23:41Z [----] followers, [---] engagements


"Thinking is hard which is why so few European politicians do it. The German Green Party the same folks who wanted all of their nuclear plants shut down. What are they planning on using for heat Oh boy πŸ‘€πŸΏ Oh boy πŸ‘€πŸΏ"  
[X Link](https://x.com/Nick_duCat/status/2013398318869553653)  2026-01-19T23:49Z [----] followers, [---] engagements


"The "green dream" runs into the reality of a cold front in winter. Physics remains undefeated. EU natural gas inventories in % of full - EU at 49.84% Germany at 42.31% Italy at 64.50% France at 41.75% Netherlands at 35.37% Austria at 53.50% Spain at 61.79% https://t.co/WThmqiwN4m https://t.co/qlMmC26IZ4 EU natural gas inventories in % of full - EU at 49.84% Germany at 42.31% Italy at 64.50% France at 41.75% Netherlands at 35.37% Austria at 53.50% Spain at 61.79% https://t.co/WThmqiwN4m https://t.co/qlMmC26IZ4"  
[X Link](https://x.com/Nick_duCat/status/2013580231190143235)  2026-01-20T11:51Z [----] followers, [---] engagements


"@Kelly1010x I would not want to take the opposite side of that bet. Once it is over $100 things might get interesting if FOMO really kicks in"  
[X Link](https://x.com/Nick_duCat/status/2013727620706210011)  2026-01-20T21:37Z [----] followers, [--] engagements


"Geopolitical risk in the Middle East is extremely high but the market seems content to pretend it will go away if we ignore it. It doesn't work that way. You can ignore the risk but you won't be able to ignore the consequences. Middle East conflict is spreading: Middle East conflict is spreading:"  
[X Link](https://x.com/Nick_duCat/status/2013730723119952347)  2026-01-20T21:49Z [----] followers, [---] engagements


"@Kelly1010x I suspect that people are thinking it is a bubble and that the price is going to collapse so they don't want to buy the miners. Others are playing this through crypto"  
[X Link](https://x.com/Nick_duCat/status/2013747710138945927)  2026-01-20T22:57Z [----] followers, [--] engagements


"@Kevin_AGraham It will be most interesting to see how $PEY has taken advantage of the current market conditions i.e. more hedging etc. They seem quite nimble and quarterly results should be most gratifying I suspect"  
[X Link](https://x.com/Nick_duCat/status/2013984008141492541)  2026-01-21T14:36Z [----] followers, [---] engagements


"IF true this would be great news for the US and another blow for the UK. Bad economic policies imposed by economically illiterate politicians have consequences. RUMOR: President Trump has reached a deal with Rolls-Royce to move its $1.6 trillion jet engine project and [-----] jobs from the U.K. to U.S https://t.co/HjNsFvK0WF RUMOR: President Trump has reached a deal with Rolls-Royce to move its $1.6 trillion jet engine project and [-----] jobs from the U.K. to U.S https://t.co/HjNsFvK0WF"  
[X Link](https://x.com/Nick_duCat/status/2014096175008186521)  2026-01-21T22:02Z [----] followers, [---] engagements


"Here's a wild idea. Hear me out but what if the IEA is wrong You know for the 19th year in a row. Hows everyone enjoying IEAs era of the "4mb/d surplus" If were supposedly oversupplied why isnt oil crashing to $30/bbl Insteadthe curve is firming up and now that winter is actually boosting demand that "total disaster" everyone promised looks like a huge miss. Maybe https://t.co/Oz6Vs7Ju6q Hows everyone enjoying IEAs era of the "4mb/d surplus" If were supposedly oversupplied why isnt oil crashing to $30/bbl Insteadthe curve is firming up and now that winter is actually boosting demand that"  
[X Link](https://x.com/Nick_duCat/status/2014813813481119753)  2026-01-23T21:33Z [----] followers, [---] engagements


""IRAN THREATENS TO SINK USS ABRAHAM LINCOLN WITH HYPERSONIC MISSILES" Alternative headline: Iran begs US to bomb them Geopolitical risk in an extremely volatile region is being seriously underestimated by the market. Oil geopolitical risk remains elevated Oil geopolitical risk remains elevated"  
[X Link](https://x.com/Nick_duCat/status/2015457717444567521)  2026-01-25T16:12Z [----] followers, [---] engagements


"Looks like not everything is sunshine and roses in the "Wonderful World Of Xi". BREAKING - According to sources cited by Reuters and Bloomberg reports are circulating that an attempted military coup took place in China aimed at overthrowing Xi Jinping. Two key generals have reportedly been detained along with their families and up to [----] https://t.co/rrKZcapizU BREAKING - According to sources cited by Reuters and Bloomberg reports are circulating that an attempted military coup took place in China aimed at overthrowing Xi Jinping. Two key generals have reportedly been detained along with"  
[X Link](https://x.com/Nick_duCat/status/2015541805308326021)  2026-01-25T21:46Z [----] followers, [---] engagements


"The USS Abraham Lincoln and its fleet have reached the Middle East so the US could launch an attack on Iran at any time. Trump has threatened 100% tariffs on Canada for a possible China deal. So what happens to Canadian energy stocks Canadian Energy up Canadian Energy down Canadian Energy flat Canadian Energy up Canadian Energy down Canadian Energy flat"  
[X Link](https://x.com/Nick_duCat/status/2015545387512426982)  2026-01-25T22:00Z [----] followers, [---] engagements


"Time to 'dumpling' all your China stocks BREAKING- sources are reporting to me that Zhang Youxia leaked the Xi familys secret baozi recipe to the CIA BREAKING- sources are reporting to me that Zhang Youxia leaked the Xi familys secret baozi recipe to the CIA"  
[X Link](https://x.com/Nick_duCat/status/2015582129565147645)  2026-01-26T00:26Z [----] followers, [---] engagements


"@amberkanwar Bears make $ Bulls make $ but pigs get slaughtered. $PVTB SH should remember SP would be a lot lower w/o initial $CIBC bid"  
[X Link](https://x.com/Nick_duCat/status/806152397747814400)  2016-12-06T15:04Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Nick_duCat Avatar @Nick_duCat Nick DuCate

Nick DuCate posts on X about iran, gas, in the, oil the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -11%
  • [--] Month [------] -96%
  • [--] Months [---------] +388%
  • [--] Year [---------] +348%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -25%
  • [--] Month [---] -82%
  • [--] Months [---] +276%
  • [--] Year [-----] +173%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.91%
  • [--] Month [-----] +1.20%
  • [--] Months [-----] +8.60%
  • [--] Year [-----] +22%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 30.51% countries 27.12% stocks 9.32% automotive brands 4.24% travel destinations 2.54% musicians 0.85% cryptocurrencies 0.85% luxury brands 0.85%

Social topic influence iran 11.02%, gas 9.32%, in the 9.32%, oil 9.32%, china 7.63%, venezuela 6.78%, $arx #13, canada 4.24%, investment 3.39%, sunday 3.39%

Top accounts mentioned or mentioned by @kelly1010x @joshyoung @nuggetcapital @assettraveller @beegjj @trendbullish @kevinagraham @tonynashnerd @energykenobi @breaking911 @santiagoaufund @teddygambino @secrubio @kristjanbackman @newsdrunk @staunovo @bisoninsights @menchosint @amberkanwar @zecco9999

Top assets mentioned Accelerant Holdings (ARX) Canadian Natural Resources Limited (CNQ) Exxon Mobil (XOM) Suncor Energy, Inc. (SU) Cenovus Energy Inc. (CVE) Oxygen (OXY) Convex Finance (CVX)

Top Social Posts

Top posts by engagements in the last [--] hours

"@AssetTraveller With the caveat that I might be wrong I think [----] could be the year $ARX is subject to a takeover bid. I am honestly surprised that it hasn't happened already"
X Link 2025-12-16T17:50Z [----] followers, [---] engagements

"@Kelly1010x I agree along with $ARX as well"
X Link 2026-01-13T21:55Z [----] followers, [---] engagements

"It would be interesting if some of the larger Canadian gas producers bought a stake in LNG Canada. $TOU $CNQ come to mind as possible buyers. Exclusive: Shell Mitsubishi exploring sale options for their stakes in LNG Canada sources say https://t.co/fqTqpeGYPh Exclusive: Shell Mitsubishi exploring sale options for their stakes in LNG Canada sources say https://t.co/fqTqpeGYPh"
X Link 2026-01-18T00:59Z [----] followers, [---] engagements

"@BeegJj I'm really looking forward to the Investor Day. Given they reached their goals for the last one a year early you know Rich has to have something exciting planned"
X Link 2026-02-04T14:52Z [----] followers, [--] engagements

"Desperate people tend to do desperate things. If the regime felt it was on the verge of collapse is it really that difficult to imagine them deciding to take everyone else along with them Geopolitical analyst on Iran oil risk: "I wouldn't be surprised if Iran has missiles pointed at oil fields throughout the Gulf." "I also wouldn't be surprised if they attacked Iraqi fields." Geopolitical analyst on Iran oil risk: "I wouldn't be surprised if Iran has missiles pointed at oil fields throughout the Gulf." "I also wouldn't be surprised if they attacked Iraqi fields.""
X Link 2026-02-04T21:34Z [----] followers, [---] engagements

"Of all the things government wastes money on you think that they could at least make an effort to solve one if not both of these great mysteries. Stonehenge in Wiltshire UK A mystery. Like how do they get the caramel into a Caramilk Bar or disappearing dryer socks My guess is that was built to hold the Rolling Stones first ever concert. πŸ™ƒ https://t.co/86wAXdA1jb Stonehenge in Wiltshire UK A mystery. Like how do they get the caramel into a Caramilk Bar or disappearing dryer socks My guess is that was built to hold the Rolling Stones first ever concert. πŸ™ƒ https://t.co/86wAXdA1jb"
X Link 2026-02-04T21:36Z [----] followers, [----] engagements

"Happy Thursday To escape and sit quietly on the beachthat's my idea of paradise. Emilia Wickstead"
X Link 2026-02-05T12:39Z [----] followers, [---] engagements

"Nothing like taxing unrealized gains to help generate economic growth and prosperity. Just when you thought that EU politicians couldn't possibly do anything more to kill their economies. Netherlands To Tax Unrealized Gains: EU Wealth Grab And Global Implications https://t.co/4kZHou4qld Netherlands To Tax Unrealized Gains: EU Wealth Grab And Global Implications https://t.co/4kZHou4qld"
X Link 2026-02-05T14:55Z [----] followers, [---] engagements

"We can argue about which letter of the alphabet best describes the economy right now but the truth of the matter is that the economy simply sucks for the bottom 50% (+/-) . Well this doesn't seem great. https://t.co/BbCKM9ZBkr Well this doesn't seem great. https://t.co/BbCKM9ZBkr"
X Link 2026-02-06T00:35Z [----] followers, [---] engagements

"@JoshYoung All Venezuelan production needs is higher oil prices massive capital investment and a secure political environment. It might take a 'little' while"
X Link 2026-02-09T17:48Z [----] followers, [--] engagements

"I wonder if there is a country close by coughCanada*cough that is filled with inexpensive oil & gas companies that Shell could consider bidding on Shell needs big discovery or deals as oil gas reserves dwindle - Reuters Shell needs big discovery or deals as oil gas reserves dwindle - Reuters"
X Link 2026-02-09T21:33Z [----] followers, [----] engagements

"@AssetTraveller @EnergyKenobi There is a great deal of logic in this. One can only wonder if this is ultimately Mike's exit strategy Grow build and then flip to Shell at a premium especially once Phase [--] is finally approved"
X Link 2026-02-09T21:57Z [----] followers, [--] engagements

"Just to lighten the mood some wildly outlandish predictions for 2026: $ARX & $WCP merge $TVE & $HWX merge $PEY makes a hostile bid for $TOU resulting in $CNQ playing white knight & buying $TOU instead $SU buys $CVE Cramer declares oil uninvestable & WTI ends the year over $100"
X Link 2026-01-13T21:17Z [----] followers, [----] engagements

"So when $ARX and $WCP merger what should the name for the merged company be"
X Link 2026-01-15T18:19Z [----] followers, [---] engagements

"An interesting viewpoint on how things may likely play out over the [--] hours or so. TLDR: Not looking good for Iran WTI Crude: $64.60 (+2.5% since Sunday). The silence from diplomacy in Oman is deafening. Iran is now sitting there by themselves building an alibi narrative for use with China. Here's the timeline of what is going to happen tomorrow (Feb 11) and Thursday (Feb 12): [--]. The WTI Crude: $64.60 (+2.5% since Sunday). The silence from diplomacy in Oman is deafening. Iran is now sitting there by themselves building an alibi narrative for use with China. Here's the timeline of what is"
X Link 2026-02-10T20:19Z [----] followers, [---] engagements

"The things we do to 'save' the planet. Electric vehicles batteries can be flammable with far more dangerous fumes and smoke https://t.co/zUaWXJHznn Electric vehicles batteries can be flammable with far more dangerous fumes and smoke https://t.co/zUaWXJHznn"
X Link 2026-02-05T12:04Z [----] followers, [---] engagements

"Today will be a most interesting day for $ARX. Will the market reaction be overly negative Is this what finally puts the company into play #1 $arx $arx.to - Buy pt C$28 - Attachie let down - stepping away from providing Attachie guidance - removed phase [--] from the multi-year outlook - its legacy assets are strategically advantaged - 2026E 8% FCF (5% NCIB 3% dividend) - strong headline Q4 https://t.co/JFsG8Zhwbu #1 $arx $arx.to - Buy pt C$28 - Attachie let down - stepping away from providing Attachie guidance - removed phase [--] from the multi-year outlook - its legacy assets are strategically"
X Link 2026-02-06T12:54Z [----] followers, [----] engagements

"@BeegJj This may finally leave $ARX in play. Either for US E&P or perhaps a Canadian peer such as $WCP or $TOU. It will be interesting to watch this play out"
X Link 2026-02-06T16:35Z [----] followers, [----] engagements

"Politicians . She just didn't get the point did she Or she choose to ignore it. If it doesn't fit the narrative. Spains far-left Ms Madrid spokesperson Tesh Sidi reacted to statistics indicating that the likelihood of being robbed by a migrant is higher than by a native Spaniard by saying there is no need for concern as her party is working to ensure migrants soon become Spaniards. https://t.co/FYEkmUQXJY Spains far-left Ms Madrid spokesperson Tesh Sidi reacted to statistics indicating that the likelihood of being robbed by a migrant is higher than by a native Spaniard by saying there is no"
X Link 2026-02-11T18:38Z [----] followers, [---] engagements

"So when (if) the US moves against Iran China moves against Taiwan Don't dismiss this out of hand this is the 2020s and you never expected war in Europe a global pandemic or Bad Bunny performing at the Super Bowl. Economist 2023: How might China change its behaviour if war were on the horizon The answer is that it would probably buy even more food. One product to watch is soyabeans. https://t.co/YeFYnUgpQT Economist 2023: How might China change its behaviour if war were on the horizon The answer is that it would probably buy even more food. One product to watch is soyabeans."
X Link 2026-02-12T16:45Z [----] followers, [---] engagements

"It's like Greta explaining that it's cold outside because of the climate warming up. The oil narrative overrides all facts or reason and the mental gymnastics are incredible. Should be an interesting interview. A major media outlet: The oil market is oversupplied but demand is strong leading to higher refinery utilization higher margins and higher profits Yet the oil market is oversupplied because demand is weak 🀣🀣🀣🀣🀣🀣🀣🀣 A major media outlet: The oil market is oversupplied but demand is strong leading to higher refinery utilization higher margins and higher profits Yet the oil market"
X Link 2026-02-12T17:08Z [----] followers, [---] engagements

"@NuggetCapital Issuing a combination of debt & equity to fund capital projects or new acquisitions Their behavior is dangerously close to that of a REIT 😱"
X Link 2026-02-13T23:05Z [----] followers, [---] engagements

"@Kevin_AGraham That would be interesting. I'm thinking a generous 40% premium and imagining the comments from our favorite $PEY hater"
X Link 2025-12-28T21:47Z [----] followers, [---] engagements

"@NuggetCapital $38 trillion in debt and growing so the government needs lower rates regardless of inflation levels. [----] will no doubt contain many surprises and markets will do what they always do fluctuate"
X Link 2025-12-29T11:28Z [----] followers, [--] engagements

"I'm sure the bears will be along shortly to explain how this is negative for oil prices. This forced production cut targeting a 25% reduction in Orinoco Belt output from [------] to [------] barrels per day represents a 15% cut in Venezuela's overall output. (BBG) This forced production cut targeting a 25% reduction in Orinoco Belt output from [------] to [------] barrels per day represents a 15% cut in Venezuela's overall output. (BBG)"
X Link 2025-12-30T11:51Z [----] followers, [----] engagements

"Apparently fraud & grift are the growth industries of the 2020s. Ahe here you thought it was tech. Betcha that dozens of PE firms tried to roll up Somali FraudCos but missed the IPO window🀭 Betcha that dozens of PE firms tried to roll up Somali FraudCos but missed the IPO window🀭"
X Link 2025-12-30T20:42Z [----] followers, [---] engagements

"Sometimes it is cheaper to buy when things are on sale rather than build it yourself. I still think $CVX buys $OXY pad their Permian inventory DJ I still think $CVX buys $OXY pad their Permian inventory DJ"
X Link 2025-12-30T20:44Z [----] followers, [---] engagements

"Hear me out."The Exxon Mobil Learing Center" πŸ€” In [----] Somali daycares will generate more free cashflow than the entire oil and gas industry in the US and Canada combined. Let that sink in. In [----] Somali daycares will generate more free cashflow than the entire oil and gas industry in the US and Canada combined. Let that sink in"
X Link 2025-12-31T21:43Z [----] followers, [---] engagements

"How often do burglars: [--]. break into a daycare (what can you steal) [--]. steal financial records If you believe the 'break in' theory I have waterfront property in Arizona I would like to discuss with you. Thats called tampering with evidence. Thats called tampering with evidence"
X Link 2026-01-01T21:13Z [----] followers, [---] engagements

"Mom told me that a banker is someone who lends you an umbrella when it is sunny and wants it back when it starts to rain. China & Russia are the same promise support to get what they want with zero follow through when help is actually needed. I guess my main question here is what will China and Russia do if anything to support Iran's regime So far they've done very little for Venezuela. Tbh I don't think either has capacity to support Iran. Russia is busy with Ukraine. China is busy with pretend war games around I guess my main question here is what will China and Russia do if anything to"
X Link 2026-01-02T00:44Z [----] followers, [---] engagements

"Less stress and more profit. Open your own 'Learing Center' today My new years resolution was to get out of the oil and gas business and get into the daycare and autism business in Minnesota. Seems like a better option for me. My new years resolution was to get out of the oil and gas business and get into the daycare and autism business in Minnesota. Seems like a better option for me"
X Link 2026-01-02T00:49Z [----] followers, [---] engagements

"Today will be an interesting day in the market showing who understands what's going on and who doesn't. But the three US oil majors have cautiously greeted Trumps call for investment due to concerns about political instability a history of expropriated assets in Venezuela and the vast sums required to boost production. One industry insider said the chief executives of But the three US oil majors have cautiously greeted Trumps call for investment due to concerns about political instability a history of expropriated assets in Venezuela and the vast sums required to boost production. One"
X Link 2026-01-05T11:20Z [----] followers, [---] engagements

"It's 'almost' as if oil companies want to make a return on their investment for shareholders. Hard to have a CAPEX Boom with $57 oil just sayin 🫑πŸͺ’ Hard to have a CAPEX Boom with $57 oil just sayin 🫑πŸͺ’"
X Link 2026-01-05T12:33Z [----] followers, [---] engagements

"I can't decide if this is funny or sad maybe both but it is true. Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd look bad if we lowered it https://t.co/MbWOGWECOY Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for"
X Link 2026-01-05T14:50Z [----] followers, [---] engagements

""Thinking is hard which is why so few engage in it" Eric clearly lays out why Venezuelan production is not going to double over the next few days. Markets tend to overreact. One investors fear is another investors opportunity"
X Link 2026-01-05T18:21Z [----] followers, [---] engagements

"While we're all focused on Venezuela is something going on in the Middle East Non-stop monitoring of the strait of Hormuz by the US Navy continues for the 4th day in a row. Currently a P-8A Poseidon loitering over the strait. Still wonder what Iran did which caused this rapid increase in surveillance missions there. https://t.co/ToQuCdhB1W Non-stop monitoring of the strait of Hormuz by the US Navy continues for the 4th day in a row. Currently a P-8A Poseidon loitering over the strait. Still wonder what Iran did which caused this rapid increase in surveillance missions there."
X Link 2026-01-05T21:18Z [----] followers, [---] engagements

"Germany: "You must explain yourself to us" US: "or what" Germany: "We will send you a strongly worded letter" Lol Germany and frankly the entire EU is either on drugs or just plain stupid to think the US needs to explain itself to Berlin. In fact Trump should pull all the troops out of Germany. Take away that $2 billion a year revenue to the German economy. Lol Germany and frankly the entire EU is either on drugs or just plain stupid to think the US needs to explain itself to Berlin. In fact Trump should pull all the troops out of Germany. Take away that $2 billion a year revenue to the"
X Link 2026-01-05T21:47Z [----] followers, [---] engagements

""The sovereignty and security of all countries should be fully protected under international law" China's top diplomat said. China the country supplying weapons to Russia for its invasion of Ukraine. That China "The sovereignty and security of all countries should be fully protected under international law" China's top diplomat said. The overnight removal of a leader from one of Chinas close partners will test Beijings claim it can manage global crises without military force. "The sovereignty and security of all countries should be fully protected under international law" China's top diplomat"
X Link 2026-01-05T21:57Z [----] followers, [---] engagements

"@AssetTraveller This always comes to mind"
X Link 2026-01-06T01:13Z [----] followers, [--] engagements

"@AssetTraveller @Breaking911 California doesn't like to use the word 'theft' it is preferred that you use the term "alternative ownership" instead"
X Link 2026-01-06T21:27Z [----] followers, [--] engagements

"@trend_bullish Looking forward to seeing what's in store with their upcoming Investor Day"
X Link 2026-01-06T21:56Z [----] followers, [--] engagements

"Xi: It's a bit of a fixer upper make me an offer Trump: (Channeling the Godfather) I'll make you an offer you can't refuse. @SantiagoAuFund How much do you think China will let Canada go for πŸ€” @SantiagoAuFund How much do you think China will let Canada go for πŸ€”"
X Link 2026-01-07T00:08Z [----] followers, [---] engagements

"It's Wednesday "Death Leaves A Heartache No One Can Heal Love Leaves A Memory No One Can Steal.""
X Link 2026-01-07T14:17Z [----] followers, [---] engagements

"@trend_bullish @TeddyGambino Remember that midterms are coming up and rightly or wrongly Trump sees cheap gas as important for Republicans reelection hopes. As a result he will do all that he can be suppress oil prices until we have 1960s gasoline prices"
X Link 2026-01-08T02:34Z [----] followers, [--] engagements

"@BeegJj Management & shareholder alignment is always a good thing. Grant & Mike are two great examples of this. Now all that is required is a little help from energy prices which hopefully will be coming later in the 2H of this year"
X Link 2026-01-08T11:33Z [----] followers, [---] engagements

"The cure for low oil prices is low oil prices but the ride between now and midterms might be a little bumpy so buckle up"
X Link 2026-01-08T11:38Z [----] followers, [---] engagements

"Take that oil & stick it.right into the SPR Good idea πŸ˜€πŸ€£ I have a 2nd suggestion for Trump I won't mention my first because it would get me banned for life Take those 30M-50M barrels of Venezuelan crude oil & put it directly into the U.S. SPR I have a 2nd suggestion for Trump I won't mention my first because it would get me banned for life Take those 30M-50M barrels of Venezuelan crude oil & put it directly into the U.S. SPR"
X Link 2026-01-08T11:49Z [----] followers, [----] engagements

"@JoshYoung Canada is like California only with worse weather"
X Link 2026-01-08T14:33Z [----] followers, [--] engagements

"@NuggetCapital It will be interesting to see how the $HR.UN story plays out. They were expected to have more asset sales completed by year end. The silence makes me wonder if there will be an announcement with their Feb [--] year end results Spin-out or sale of industrial assets or go private"
X Link 2026-01-08T14:49Z [----] followers, [---] engagements

"@NuggetCapital We're taking the silence as a positive sign that some sort of transaction is being finalized"
X Link 2026-01-08T16:00Z [----] followers, [---] engagements

"@JoshYoung Just to clarify: Strongly worded letter of support for the regime or the protestors It is Europe after all so one can never be sure"
X Link 2026-01-08T21:55Z [----] followers, [--] engagements

"VIDEO: Small group of energy investors pushing back against the MSM narrative of oil being a dying industry with collapsing demand. Meanwhile in the ZOO in Poland https://t.co/i9CBvyAHmh Meanwhile in the ZOO in Poland https://t.co/i9CBvyAHmh"
X Link 2026-01-09T11:35Z [----] followers, [---] engagements

"It's 'almost' as if the IEA was wrong.again. I'm shocked"
X Link 2026-01-09T11:45Z [----] followers, [---] engagements

"Happy Friday Let your kindness be a true reflection of who you genuinely are"
X Link 2026-01-09T12:33Z [----] followers, [---] engagements

"@JoshYoung That is a very big "IF". There is a great deal of political risk risk of violence from cartels & paramilitary groups and the tiny little fact that it is likely uneconomic to invest at current low energy prices. But sure I'm positive the line of volunteers was 'huge'"
X Link 2026-01-09T19:14Z [----] followers, [---] engagements

"@NuggetCapital Sorry but the Cramer-Goldman Sachs contra indicator is much more reliable. Waiting for one of them or better both of them to say reits are uninvestableπŸ˜€"
X Link 2026-01-09T19:24Z [----] followers, [---] engagements

"@TonyNashNerd Greenland is playing hard to get. Denmark wants to pretend that they 'stood up to Trump'. It's all kabuki theatre for the masses while they are likely negotiating a deal behind closed doors"
X Link 2026-01-09T19:27Z [----] followers, [--] engagements

"Trump wants oil at $50 (or lower) before the midterms. Consequences be damned. Clearly he sees lower gas prices as important to Republican reelection hopes. Were talking about this administration screwing us over again said a top executive at one of the countrys leading shale groups describing the plans as against American producers. If the US government starts providing guarantees to oil companies to produce or grow oil Were talking about this administration screwing us over again said a top executive at one of the countrys leading shale groups describing the plans as against American"
X Link 2026-01-09T19:37Z [----] followers, [---] engagements

""Politics is the art of looking for trouble finding it whether it exists or not diagnosing it incorrectly and applying the wrong remedy." Ernest Benn Seems appropriate. TRUMP: A VERY BIG FACTOR IN THIS INVOLVEMENT WILL BE REDUCTION OF OIL PRICES FOR AMERICAN PEOPLE TRUMP: A VERY BIG FACTOR IN THIS INVOLVEMENT WILL BE REDUCTION OF OIL PRICES FOR AMERICAN PEOPLE"
X Link 2026-01-09T21:27Z [----] followers, [---] engagements

"It's almost as if everyone has a day job during the week and is only available weekends and holidays. Couldn't be due to the markets being closed that would be too obvious. Reminder: Qasem Soleimani and Abu Bakr al-Baghdad were killed on a Saturday Operation Midnight Hammer was on a Sunday Maduro taken on Friday night. 🫣πŸͺ’ https://t.co/TdKLLZReOB Reminder: Qasem Soleimani and Abu Bakr al-Baghdad were killed on a Saturday Operation Midnight Hammer was on a Sunday Maduro taken on Friday night. 🫣πŸͺ’ https://t.co/TdKLLZReOB"
X Link 2026-01-09T21:29Z [----] followers, [---] engagements

"Woods diplomatically telling Trump: "no no way no way in hell" We've had our assets seized there twice and so you can imagine to reenter a third time would require some pretty significant changes from what we've historically seen Woods said. If we look at the legal and commercial constructs and frameworks in place today in Venezuela We've had our assets seized there twice and so you can imagine to reenter a third time would require some pretty significant changes from what we've historically seen Woods said. If we look at the legal and commercial constructs and frameworks in place today in"
X Link 2026-01-10T14:18Z [----] followers, [---] engagements

"Trump wants cheap oil prices the IEA and the EIA are happy to oblige with predications of a massive oil glut but is the glut real or fanciful thinking Some great insights here about what makes an oil glut πŸ‘‡πŸ‘‡ If there was an oil supply glut prices would be collapsing: Carlyle's Currie https://t.co/cL5S58nShA Some great insights here about what makes an oil glut πŸ‘‡πŸ‘‡ If there was an oil supply glut prices would be collapsing: Carlyle's Currie https://t.co/cL5S58nShA"
X Link 2026-01-10T21:21Z [----] followers, [---] engagements

"@TonyNashNerd "We want to be Greenlanders" But we still want your monetary support of course"
X Link 2026-01-10T21:27Z [----] followers, [--] engagements

"Geopolitical risk - the Weekend Edition Venezuela Iran.2026 is already shaping up to be another 'interesting' year in a string of interesting years in the 2020s Senior officials in the Trump Administration have had preliminary discussions about how to carry out an attack on Iran if needed to follow through on threats made by President Donald J. Trump including what sites might be targeted U.S. officials told the Wall Street Journal. https://t.co/fTEeTlXBiO Senior officials in the Trump Administration have had preliminary discussions about how to carry out an attack on Iran if needed to follow"
X Link 2026-01-10T21:32Z [----] followers, [---] engagements

"It's like everyone has a day job during the week and they are only available on weekends. Headlines you only see on weekends: https://t.co/642idKzIqd Headlines you only see on weekends: https://t.co/642idKzIqd"
X Link 2026-01-11T00:23Z [----] followers, [----] engagements

"@JoshYoung @SecRubio 😹"
X Link 2026-01-11T00:27Z [----] followers, [--] engagements

"@trend_bullish So just to recap: Cramer bearish oil GS bearish oil and they say no one rings a bell at the bottom"
X Link 2026-01-11T00:31Z [----] followers, [---] engagements

"So to recap the situation in Venezuela: Not safe to stay there but safe to invest there Mom always says never invest your money in a country you wouldn't be willing to visit on your vacation. https://t.co/IvcBF0nVha https://t.co/IvcBF0nVha"
X Link 2026-01-12T00:00Z [----] followers, [---] engagements

"@JoshYoung It's difficult to understand why oil companies are reluctant to invest billions in a country which has seized their assets in the past where it is unclear who is in charge and where motorcycle gangs & drug cartels pose risk of physical harm to their employees. Oh wait"
X Link 2026-01-12T01:49Z [----] followers, [----] engagements

"@KristjanBackman @JoshYoung but not at the $50 Trump wants"
X Link 2026-01-12T01:55Z [----] followers, [---] engagements

"Trump said "drill baby drill" He didn't mention that it wouldn't be in the US US shale frac spreads continue to drop to new cycle lows as wells produce negative full-cycle NPV10's at current commodity prices Very important data point to watch in 1H26 with volatile pricing ahead further M&A expected and remaining acreage quality further degrading. πŸ›’πŸ’° https://t.co/Ntwi3UahQ0 US shale frac spreads continue to drop to new cycle lows as wells produce negative full-cycle NPV10's at current commodity prices Very important data point to watch in 1H26 with volatile pricing ahead further M&A expected"
X Link 2026-01-12T02:29Z [----] followers, [---] engagements

"2026 is shaping up to be an even more 'interesting' year than [----] was This is going to be unbelievably massive. there will be major banking institutions drawn into this before its over This is going to be unbelievably massive. there will be major banking institutions drawn into this before its over"
X Link 2026-01-12T12:13Z [----] followers, [---] engagements

"XOM: We don't want to invest in Venezuela Trump: With an attitude like that I might just block you from investing in Venezuela 🀷 U.S. President Donald J. Trump said on Sunday that he might block Exxon Mobil the largest oil company in the United States from investing in Venezuela after the companys CEO called the country uninvestable during a White House meeting with oil executives last week according https://t.co/nFJJOVc7jK U.S. President Donald J. Trump said on Sunday that he might block Exxon Mobil the largest oil company in the United States from investing in Venezuela after the companys"
X Link 2026-01-12T12:15Z [----] followers, [---] engagements

"Some call this cold weather Some call this bullish natural gas Some even call it both. What an absolute walk-off home run. I'm kicking myself for not trusting my own conviction in those final moments. The ECMWF-ENS is now forecasting a cold blast to hit the densely populated East Coast after mid-January. Many forecasters called this but the models were https://t.co/ujpuV2Gvmp What an absolute walk-off home run. I'm kicking myself for not trusting my own conviction in those final moments. The ECMWF-ENS is now forecasting a cold blast to hit the densely populated East Coast after mid-January."
X Link 2026-01-12T19:26Z [----] followers, [---] engagements

"A strike on Kharg Island Pro: The economic impact would quite possibly collapse the current Iranian regime Con: Increased oil prices and we all know Trump want oil prices much lower This is the 2020s so anything is possible. The Iranians seems to be reducing inventory in Kharg Island. Which is what you'd do ahead of trouble. Keep an eye on this one because this is a likely target of US/Israeli forces. Some US planes had a keen interest those past few days . https://t.co/VM6b1fU8GQ The Iranians seems to be reducing inventory in Kharg Island. Which is what you'd do ahead of trouble. Keep an eye"
X Link 2026-01-12T21:18Z [----] followers, [---] engagements

""Macron was in Beijing urging Xi to send more Chinese investment to Europe to rebalance the economic relationship" Macron was in Beijing urging Xi to send more Chinese investment to Europe to rebalance the economic relationship. Its time to turn a new page in this historic partnership Macron said. /1 of [--] https://t.co/j023QLPzjC https://t.co/0G30EsB2JA Macron was in Beijing urging Xi to send more Chinese investment to Europe to rebalance the economic relationship. Its time to turn a new page in this historic partnership Macron said. /1 of [--] https://t.co/j023QLPzjC https://t.co/0G30EsB2JA"
X Link 2026-01-12T22:04Z [----] followers, [---] engagements

"@JoshYoung I prefer to call it "bullish natural gas""
X Link 2026-01-13T01:10Z [----] followers, [---] engagements

"@JoshYoung Trump wants lower oil prices for the midterms. No doubt this floating storage is something he has his eyes on"
X Link 2026-01-13T21:48Z [----] followers, [---] engagements

"@News_Drunk before or after CNQ buys TOU"
X Link 2026-01-13T22:33Z [----] followers, [---] engagements

"It's Wednesday "I only miss you every minute of every day. You will never truly be gone. I will hold you safe in my heart forever"
X Link 2026-01-14T12:35Z [----] followers, [---] engagements

"Trump wants cheap oil prices before the midterms. The US now has increased influence over Venezuelan oil. The situation in Iran is unclear but regardless of the outcome the risk is more oil coming onto the market. Iran has lots of floating storage a fact not lost on Trump. The two biggest events have unfolded for crude in the two biggest oil countries and oil is still $61. That would make me awfully nervous here if I was long oil E&P trading a hair off 52-week highs w/ an unsustainable dividend. The two biggest events have unfolded for crude in the two biggest oil countries and oil is still"
X Link 2026-01-14T14:21Z [----] followers, [----] engagements

"China doing what China always does adding confusion to global commodities markets. Are they buying oil for economic or security reasons Why are they selling copper Economic slowdown or to drive prices lower so they can stock up at lower prices [----] isn't going to be dull. China is importing record volumes of oil 13.23mbpd in December vs 12.43mbpd in November and 11.31mbpd in December [--] - customs office data @staunovo https://t.co/CGUzjL4vnr China is importing record volumes of oil 13.23mbpd in December vs 12.43mbpd in November and 11.31mbpd in December [--] - customs office data @staunovo"
X Link 2026-01-14T14:49Z [----] followers, [----] engagements

"TACO or misdirection You can never tell with Trump even he might not be totally certain. It does make energy investing "interesting". TACO Trump TACO Trump"
X Link 2026-01-14T21:18Z [----] followers, [---] engagements

"Trump - predictably unpredictable. Trump gave conflicting signals prior to bombing Iran's nuclear facilities. This could be a repeat a TACO or perhaps even Trump himself doesn't know what he is going to do yet. Oil investing is never dull. "All the signals are that a U.S. attack is imminent but that is also how this administration behaves to keep everyone on their toes. Unpredictability is part of the strategy" a Western military official told Reuters later on Wednesday. "All the signals are that a U.S. attack is imminent but that is also how this administration behaves to keep everyone on"
X Link 2026-01-14T21:59Z [----] followers, [---] engagements

"Energy investing is never dull. So here is today's poll question for you. Which is the most likely scenario: a) Trump bombs Iran oil up b) Trump bombs Iran oil down c) Trump pulls a TACO oil up d) Trump pulls a TACO oil down Please retweet πŸ™ a b d c a b d c"
X Link 2026-01-14T22:10Z [----] followers, [---] engagements

""So production actually fell when OPEC rose the quota." Say it with me.quotas are not production So production actually fell when OPEC rose the quota. @JoshYoung where have I heard this before @BisonInsights So production actually fell when OPEC rose the quota. @JoshYoung where have I heard this before @BisonInsights"
X Link 2026-01-15T02:41Z [----] followers, [----] engagements

"@Kelly1010x I wasn't implying you didn't understand I was trying to build on your point"
X Link 2026-01-15T02:58Z [----] followers, [--] engagements

"@Kelly1010x OMG it hurts just looking at it"
X Link 2026-01-15T03:03Z [----] followers, [--] engagements

"@Kelly1010x That sounds extremely painful Hope the meds help and you recover quickly"
X Link 2026-01-15T03:09Z [----] followers, [--] engagements

"@Kelly1010x That looks extremely painful"
X Link 2026-01-15T03:14Z [----] followers, [--] engagements

"Woke is expensive & physics is undefeated. The U-turn lesson Taking the wrong road is possible but not free. U-turns are expensive Billions expensive πŸ’²πŸ’²πŸ’²πŸ’²πŸ’²πŸ’² BP Low-Carbon Write-Down Could Hit $5B as Pivot Continues https://t.co/vSWHzD12IR The U-turn lesson Taking the wrong road is possible but not free. U-turns are expensive Billions expensive πŸ’²πŸ’²πŸ’²πŸ’²πŸ’²πŸ’² BP Low-Carbon Write-Down Could Hit $5B as Pivot Continues https://t.co/vSWHzD12IR"
X Link 2026-01-15T11:51Z [----] followers, [----] engagements

"Happy Thursday Happiness is like a butterfly; the more you chase it the more it will elude you but if you turn your attention to other things it will come and sit softly on your shoulder. Henry David Thoreau"
X Link 2026-01-15T14:55Z [----] followers, [--] engagements

"To quote Charlie Munger the money is made in the waiting. #1 Greg Taylor CIO Penderfund Capital Mgmt $arx.to $tou.to - most investors are frustrated with the Energy sector in general - Energy should be on everyone's radar - should be starting to look at them - energy stocks the past few years have done a good job on the b/s #1 Greg Taylor CIO Penderfund Capital Mgmt $arx.to $tou.to - most investors are frustrated with the Energy sector in general - Energy should be on everyone's radar - should be starting to look at them - energy stocks the past few years have done a good job on the b/s"
X Link 2026-01-15T15:38Z [----] followers, [----] engagements

"This is about sound bites for the camera not about actually doing something. Trump wants cheap oil the midterms are coming the midterms are coming. More Trump administration sanctions on Iran. What about enforcing existing sanctions More Trump administration sanctions on Iran. What about enforcing existing sanctions"
X Link 2026-01-15T18:38Z [----] followers, [---] engagements

"@Kelly1010x They have not been getting much love lately. Energy stocks remain well hated"
X Link 2026-01-15T21:09Z [----] followers, [--] engagements

""Politics is the art of looking for trouble finding it whether it exists or not diagnosing it incorrectly and applying the wrong remedy." Ernest Benn Drilling activity in the UK North Sea has dropped to its lowest level since the modern domestic oil and gas industry began in [----]. Why Because the UK enacted a stealth nationalization that would make Venezuela's Hugo Chavez blush. The UK didn't send in the army. They sent in Drilling activity in the UK North Sea has dropped to its lowest level since the modern domestic oil and gas industry began in [----]. Why Because the UK enacted a stealth"
X Link 2026-01-15T21:45Z [----] followers, [---] engagements

"Clearly the natural gas investors finally went to church last Sunday Their prayers appear to have been answered. https://t.co/hx7ggfQj6Q https://t.co/hx7ggfQj6Q"
X Link 2026-01-16T11:08Z [----] followers, [---] engagements

"Wait You mean US shale companies aren't going to "drill baby drill" at low oil prices I'm shocked simply shocked.🀯 Most impactful energy news since last Febs Sheffield interview. Most impactful energy news since last Febs Sheffield interview"
X Link 2026-01-16T21:26Z [----] followers, [---] engagements

"Unfortunately politicians don't care about the future they only care about the present. The problems they create today while seeking immediate near-term gains are someone else's mess to deal with in the future. Critically important and excellent analysis on how artificially manipulating oil prices lower today sets us up for much higher prices in the future . Critically important and excellent analysis on how artificially manipulating oil prices lower today sets us up for much higher prices in the future "
X Link 2026-01-17T00:49Z [----] followers, [---] engagements

"This is heartbreaking. Why is it so difficult for humanity to do better to be better to act with kindness towards others IRAN: An employee at Behesht e Sakineh Cemetery said that by Saturday thousands of unidentified bodies had been brought to the site. Staff were ordered to bury them in mass graves and refused. Instead they documented the dead photographing faces in groups of [--] so families https://t.co/669zm1e84h IRAN: An employee at Behesht e Sakineh Cemetery said that by Saturday thousands of unidentified bodies had been brought to the site. Staff were ordered to bury them in mass graves"
X Link 2026-01-17T21:26Z [----] followers, [---] engagements

"@Kelly1010x I just think it's sad that the Iranian regime doesn't seem to mind murdering thousands of people to stay in control.Trump needs to do something sooner than later"
X Link 2026-01-18T00:53Z [----] followers, [--] engagements

"Looking like next weekend could be an important one for the Middle East. USS ABRAHAM LINCOLN MOVES INTO STRIKE RANGE OF IRAN The USS Abraham Lincoln is moving into a position where it could hit Iran within days. At its current pace its in strike range around Jan [--]. @MenchOsint https://t.co/EMojSyC92M USS ABRAHAM LINCOLN MOVES INTO STRIKE RANGE OF IRAN The USS Abraham Lincoln is moving into a position where it could hit Iran within days. At its current pace its in strike range around Jan [--]. @MenchOsint https://t.co/EMojSyC92M"
X Link 2026-01-18T18:47Z [----] followers, [---] engagements

"It's 'almost' as if there isn't going to be a 4mm/bod supply glut like the IEA told us. Next thing you know they will be telling us oil isn't really a dying industry after all. OECD crude oil inventories at multi-year lows as refineries continue to run hard and production numbers remain stable. Concurrently petroleum demand is running super hot with massive growth rates in emerging markets and strong prints in OECD countries. Exciting Q1 ahead πŸ›’πŸ’° https://t.co/ebTLsHHzlY OECD crude oil inventories at multi-year lows as refineries continue to run hard and production numbers remain stable."
X Link 2026-01-18T18:55Z [----] followers, [---] engagements

"If Biden had suggested taking over Greenland the MSM would have called him a master strategist and the EU would have fallen over themselves to co-operate. It all boils down to TDS. It's amazing what some will do 'because Trump'. Note: Woodrow Wilson - the guy who REINTRODUCED actual segregation into the Federal government - received near zero pushback on this. Note: Woodrow Wilson - the guy who REINTRODUCED actual segregation into the Federal government - received near zero pushback on this"
X Link 2026-01-18T19:28Z [----] followers, [---] engagements

"Pro tip: Some sunlight occasionally also is helpful. Make sure your solar panels have no dust on them. And the wind turbines facing the wind This way you stay warm in the winter https://t.co/7oeDNwUUIA Make sure your solar panels have no dust on them. And the wind turbines facing the wind This way you stay warm in the winter https://t.co/7oeDNwUUIA"
X Link 2026-01-19T23:41Z [----] followers, [---] engagements

"Thinking is hard which is why so few European politicians do it. The German Green Party the same folks who wanted all of their nuclear plants shut down. What are they planning on using for heat Oh boy πŸ‘€πŸΏ Oh boy πŸ‘€πŸΏ"
X Link 2026-01-19T23:49Z [----] followers, [---] engagements

"The "green dream" runs into the reality of a cold front in winter. Physics remains undefeated. EU natural gas inventories in % of full - EU at 49.84% Germany at 42.31% Italy at 64.50% France at 41.75% Netherlands at 35.37% Austria at 53.50% Spain at 61.79% https://t.co/WThmqiwN4m https://t.co/qlMmC26IZ4 EU natural gas inventories in % of full - EU at 49.84% Germany at 42.31% Italy at 64.50% France at 41.75% Netherlands at 35.37% Austria at 53.50% Spain at 61.79% https://t.co/WThmqiwN4m https://t.co/qlMmC26IZ4"
X Link 2026-01-20T11:51Z [----] followers, [---] engagements

"@Kelly1010x I would not want to take the opposite side of that bet. Once it is over $100 things might get interesting if FOMO really kicks in"
X Link 2026-01-20T21:37Z [----] followers, [--] engagements

"Geopolitical risk in the Middle East is extremely high but the market seems content to pretend it will go away if we ignore it. It doesn't work that way. You can ignore the risk but you won't be able to ignore the consequences. Middle East conflict is spreading: Middle East conflict is spreading:"
X Link 2026-01-20T21:49Z [----] followers, [---] engagements

"@Kelly1010x I suspect that people are thinking it is a bubble and that the price is going to collapse so they don't want to buy the miners. Others are playing this through crypto"
X Link 2026-01-20T22:57Z [----] followers, [--] engagements

"@Kevin_AGraham It will be most interesting to see how $PEY has taken advantage of the current market conditions i.e. more hedging etc. They seem quite nimble and quarterly results should be most gratifying I suspect"
X Link 2026-01-21T14:36Z [----] followers, [---] engagements

"IF true this would be great news for the US and another blow for the UK. Bad economic policies imposed by economically illiterate politicians have consequences. RUMOR: President Trump has reached a deal with Rolls-Royce to move its $1.6 trillion jet engine project and [-----] jobs from the U.K. to U.S https://t.co/HjNsFvK0WF RUMOR: President Trump has reached a deal with Rolls-Royce to move its $1.6 trillion jet engine project and [-----] jobs from the U.K. to U.S https://t.co/HjNsFvK0WF"
X Link 2026-01-21T22:02Z [----] followers, [---] engagements

"Here's a wild idea. Hear me out but what if the IEA is wrong You know for the 19th year in a row. Hows everyone enjoying IEAs era of the "4mb/d surplus" If were supposedly oversupplied why isnt oil crashing to $30/bbl Insteadthe curve is firming up and now that winter is actually boosting demand that "total disaster" everyone promised looks like a huge miss. Maybe https://t.co/Oz6Vs7Ju6q Hows everyone enjoying IEAs era of the "4mb/d surplus" If were supposedly oversupplied why isnt oil crashing to $30/bbl Insteadthe curve is firming up and now that winter is actually boosting demand that"
X Link 2026-01-23T21:33Z [----] followers, [---] engagements

""IRAN THREATENS TO SINK USS ABRAHAM LINCOLN WITH HYPERSONIC MISSILES" Alternative headline: Iran begs US to bomb them Geopolitical risk in an extremely volatile region is being seriously underestimated by the market. Oil geopolitical risk remains elevated Oil geopolitical risk remains elevated"
X Link 2026-01-25T16:12Z [----] followers, [---] engagements

"Looks like not everything is sunshine and roses in the "Wonderful World Of Xi". BREAKING - According to sources cited by Reuters and Bloomberg reports are circulating that an attempted military coup took place in China aimed at overthrowing Xi Jinping. Two key generals have reportedly been detained along with their families and up to [----] https://t.co/rrKZcapizU BREAKING - According to sources cited by Reuters and Bloomberg reports are circulating that an attempted military coup took place in China aimed at overthrowing Xi Jinping. Two key generals have reportedly been detained along with"
X Link 2026-01-25T21:46Z [----] followers, [---] engagements

"The USS Abraham Lincoln and its fleet have reached the Middle East so the US could launch an attack on Iran at any time. Trump has threatened 100% tariffs on Canada for a possible China deal. So what happens to Canadian energy stocks Canadian Energy up Canadian Energy down Canadian Energy flat Canadian Energy up Canadian Energy down Canadian Energy flat"
X Link 2026-01-25T22:00Z [----] followers, [---] engagements

"Time to 'dumpling' all your China stocks BREAKING- sources are reporting to me that Zhang Youxia leaked the Xi familys secret baozi recipe to the CIA BREAKING- sources are reporting to me that Zhang Youxia leaked the Xi familys secret baozi recipe to the CIA"
X Link 2026-01-26T00:26Z [----] followers, [---] engagements

"@amberkanwar Bears make $ Bulls make $ but pigs get slaughtered. $PVTB SH should remember SP would be a lot lower w/o initial $CIBC bid"
X Link 2016-12-06T15:04Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::Nick_duCat
/creator/x::Nick_duCat