# ![@Peter_Lukacs_R Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::818306136311025668.png) @Peter_Lukacs_R Peter Lukacs Research

Peter Lukacs Research posts on X about gas, strong, cash flow, business the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::818306136311025668/interactions)
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- [--] Week [------] +38%
- [--] Month [-------] +12%

### Mentions: [--] [#](/creator/twitter::818306136311025668/posts_active)
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- [--] Week [--] -33%
- [--] Month [---] +23%

### Followers: [---] [#](/creator/twitter::818306136311025668/followers)
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- [--] Week [---] +16%
- [--] Month [---] +104%

### CreatorRank: [-------] [#](/creator/twitter::818306136311025668/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::818306136311025668/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  57% [countries](/list/countries)  23% [stocks](/list/stocks)  19% [currencies](/list/currencies)  5% [cryptocurrencies](/list/cryptocurrencies)  2% [social networks](/list/social-networks)  2% [technology brands](/list/technology-brands)  2% [travel destinations](/list/travel-destinations)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[gas](/topic/gas) 23%, [strong](/topic/strong) #2137, [cash flow](/topic/cash-flow) #76, [business](/topic/business) 8%, [gold](/topic/gold) 8%, [stocks](/topic/stocks) 6%, [in the](/topic/in-the) 6%, [oil](/topic/oil) 6%, [silver](/topic/silver) 6%, [shell](/topic/shell) 5%

**Top accounts mentioned or mentioned by**
[@bubleqe](/creator/undefined) [@stranareforiem](/creator/undefined) [@jameshmackay](/creator/undefined) [@arcresources](/creator/undefined) [@marcumlloyd](/creator/undefined) [@z0bs1](/creator/undefined) [@guyotat212563](/creator/undefined) [@capitalpower](/creator/undefined) [@tourmalineoil](/creator/undefined) [@opinion](/creator/undefined) [@dingelfire](/creator/undefined) [@shell](/creator/undefined) [@beegjj](/creator/undefined) [@ekwufinance](/creator/undefined) [@stevehanke](/creator/undefined) [@ronstoeferle](/creator/undefined) [@argonathcapital](/creator/undefined) [@28qm1](/creator/undefined) [@vol_farmer](/creator/undefined) [@jfarmer1776](/creator/undefined)

**Top assets mentioned**
[Suncor Energy, Inc. (SU)](/topic/$su) [Imperial Oil Limited (IMO)](/topic/$imo) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Canadian Natural Resources Limited (CNQ)](/topic/canadian-natural-resources) [ConocoPhillips (COP)](/topic/conocophillips) [Accelerant Holdings (ARX)](/topic/$arx) [Convex Finance (CVX)](/topic/$cvx) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Peabody Energy Corporation (BTU)](/topic/$btu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Chevron Still a core U.S. energy holding $CVX ✔ Strong shareholder returns via dividends + buybacks ✔ Great assets (Permian Guyana) support cash flow ✔ Execution risk remains with Hess + large projects The key investor question: is Chevron high quality but fairly priced at todays level 📊 Full breakdown here: https://youtu.be/4Abp20UMb4gsi=-UG0QzahhCPafY7h https://youtu.be/4Abp20UMb4gsi=-UG0QzahhCPafY7h"  
[X Link](https://x.com/Peter_Lukacs_R/status/2022758599643049985)  2026-02-14T19:43Z [---] followers, [----] engagements


"🛢📊 I analyzed [--] oil & gas stocks check out the video (Part 1) 👉 Part [--] is out yesterday Stocks covered: Petrobras (PBR) Equinor (EQNR) Aker BP (AKRBY) Suncor (SU) Shell (SHEL) ARC Resources (ARX) BP (BP) Canadian Natural Resources (CNQ) Whitecap Resources (WCP) Peyto (PEY) Chevron (CVX) Freehold Royalties (FRU) Birchcliff Energy (BIR) TotalEnergies (TTE) PrairieSky Royalty (PSK) Tourmaline Oil (TOU) https://youtu.be/_FKdPxwxfAAsi=6y8MlkYUUgbbUx5d https://youtu.be/_FKdPxwxfAAsi=6y8MlkYUUgbbUx5d"  
[X Link](https://x.com/Peter_Lukacs_R/status/2008128022063255881)  2026-01-05T10:46Z [---] followers, [---] engagements


"I recently covered $VAR on my channel see link below. Disclosure: I personally hold $VAR (bought it after the video given the deep value I think exists there). This is not investment advice. https://youtu.be/OhRGOMI86NIsi=FoDpVwxA41cmXmuI Vr Energi: $VAR - We will probably update our guidance on various things on CMD. Produce higher for longer. - Reduced OPEX -30% in the last [--] years - Last [--] projects were CF breakeven at [--] USD/b - Around [--] billion of resources but only 40% is developed https://t.co/37jPwoEAN8 https://youtu.be/OhRGOMI86NIsi=FoDpVwxA41cmXmuI Vr Energi: $VAR - We will"  
[X Link](https://x.com/Peter_Lukacs_R/status/2011441744551018899)  2026-01-14T14:14Z [---] followers, [----] engagements


"@JamesHMackay Coal - both thermal and met (look at producers [----] basically a $0 free cashflow year) I covered some names like $TGA $YANCOAL $HCC $AMR or $BTU"  
[X Link](https://x.com/Peter_Lukacs_R/status/2011507779861954972)  2026-01-14T18:36Z [---] followers, [----] engagements


"#CANADA #OIL #GAS 🛢 Canada Oil & Gas Part [--]. I break down why Canadian energy is one of the most mispriced value areas today driven by bottlenecks differentials and global gas upside. Companies covered: ARC Resources (ARX)  Peyto (PEY)  Whitecap (WCP)  Birchcliff (BIR)  Freehold Royalties (FRU) Big theme: midstream buildout + gas export optionality could unlock massive value. 🎥 Watch here: https://youtu.be/7jvBozqxbQk https://youtu.be/7jvBozqxbQk"  
[X Link](https://x.com/Peter_Lukacs_R/status/2012948256691462521)  2026-01-18T18:00Z [---] followers, 18.7K engagements


"#CANADA #OIL #GAS 🛢 Canada Oil & Gas Part [--]. In this episode I compare Canadas biggest energy names and explain why the WCS differential + midstream buildout are key to unlocking value (especially long term). Companies covered: Canadian Natural Resources (CNQ)  Suncor (SU)  Imperial Oil (IMO)  Cenovus (CVE)  Tourmaline (TOU)  PrairieSky Royalties (PSK)  Strathcona Resources (SCR) 🎥 Watch here: https://www.youtube.com/watchv=GqBkljnlqas https://twitter.com/i/web/status/2013319883170165138 https://www.youtube.com/watchv=GqBkljnlqas https://twitter.com/i/web/status/2013319883170165138"  
[X Link](https://x.com/Peter_Lukacs_R/status/2013319883170165138)  2026-01-19T18:37Z [---] followers, [----] engagements


"#USA #OIL #GAS 🛢 U.S. Oil & Gas Part [--]. U.S. energy is mainly an LNG export + shale story supported by a favorable regulatory framework and capital discipline. Companies covered: Exxon Mobil (XOM)  Chevron (CVX)  ConocoPhillips (COP)  Devon Energy (DVN)  Occidental (OXY) 🎥 Watch here: https://youtu.be/e4gAud1d3tk https://youtu.be/e4gAud1d3tk"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015883484359790717)  2026-01-26T20:24Z [---] followers, [----] engagements


"ARX is the smart one Can anyone confirm if $TOU.to has approx 60% of their [----] gas floating at AECO/Stn2 and PG&E/Malin If so they should look at this table and quit yapping about $PEY.to 🫡 1/x Can anyone confirm if $TOU.to has approx 60% of their [----] gas floating at AECO/Stn2 and PG&E/Malin If so they should look at this table and quit yapping about $PEY.to 🫡 1/x"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017258772507304123)  2026-01-30T15:29Z [---] followers, [----] engagements


"Can anyone show me a comparison or data set where BP isnt worse than anybody else Exxon is just the best run oil company Reserve replacement is the real scorecard. Above 100% means a company is growing its future. Below 100% means it is harvesting decline. ExxonMobil is in a league of its own. 290% RRR. Guyana Permian LNG optionality TotalEnergies and Petrobras are consistently replacing https://t.co/Oht5O2NqfJ Reserve replacement is the real scorecard. Above 100% means a company is growing its future. Below 100% means it is harvesting decline. ExxonMobil is in a league of its own. 290% RRR."  
[X Link](https://x.com/Peter_Lukacs_R/status/2017667615494156289)  2026-01-31T18:33Z [---] followers, [----] engagements


"Equinor 2025FY Results Just Dropped Here Are My Thoughts 🛢 Disclaimer: My 2nd largest holding ✔ $1.5B buybacks [----] (below $6B 2024) ✔ Dividend growth target +5% ✔ Production growth outlook +3% (from flat earlier) ✔ Less green drag on the core business 🎥 Full breakdown here: https://youtu.be/3K94bGA_k0Y https://twitter.com/i/web/status/2019165511599239531 https://youtu.be/3K94bGA_k0Y https://twitter.com/i/web/status/2019165511599239531"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019165511599239531)  2026-02-04T21:45Z [---] followers, [---] engagements


"Aker BPs Q3 [----] presentation indicates 40B boe untapped reserves in Norway Plud EQNR is now projecting 3% production growth - previously it projected flat production Norways Equinor expects oil output from its Johan Sverdrup oil field the largest source of European supply growth in the last decade to fall by 10-20% this year. Dwindling output in the key North Sea field is the latest reminder that global oil markets may struggle to keep Norways Equinor expects oil output from its Johan Sverdrup oil field the largest source of European supply growth in the last decade to fall by 10-20% this"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019406844909998281)  2026-02-05T13:44Z [---] followers, [---] engagements


"Exxon 2025FY Results Out My Thoughts 🛢 ✔ Upstream still the profit engine ✔ Guiding toward [---] mboed by [----] ✔ Fortress balance sheet ✔ Best-in-class capital discipline Scale integration and low-cost barrels Exxon is about as moaty as Big Oil gets. The question is whether the market is pricing that quality correctly. 🎥 Full breakdown here: https://www.youtube.com/watchv=7p366yWkAzU https://www.youtube.com/watchv=7p366yWkAzU"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019422254178640085)  2026-02-05T14:45Z [---] followers, [---] engagements


"Bit confused is it sarcasm I mean this account says buy junior gold miners and oil is dead US treasuries garbage debasement trade etc Then a week later buy oil Then says buy UST dont buy gold Like I get changes to the thesis - but not by the day Don't trust the rally Only Treasury bonds are safe now Sell your miners while there are still buyers https://t.co/QM779VWeIC Don't trust the rally Only Treasury bonds are safe now Sell your miners while there are still buyers https://t.co/QM779VWeIC"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019704528325804032)  2026-02-06T09:27Z [---] followers, [----] engagements


"I should start making [--] videos a day to cover more names - like the whole oil service industry Aker Solutions should have been the start for that series weeks ago"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019756238402179371)  2026-02-06T12:53Z [---] followers, [---] engagements


"$ARX.TO At -13% you dont have a hold You either buy or sell Which one will be guys:)"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019782363534733559)  2026-02-06T14:36Z [---] followers, [----] engagements


"I didnt get below CAD [--] but orders filled 22.20-30 range so far"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019787394044580205)  2026-02-06T14:56Z [---] followers, [---] engagements


"In Common Stocks and Uncommon Profits Philip Fisher described an innovative company whose failed product briefly crushed the stock. He kept buying knowing no firm has a 100% hit rateand the shares later soared. Trust quality people and remember the Pareto rule. $ARX.TO team are doing themselves no favours w/ Attachie. That said a truly 'flawless' quarter save for 'variability' + 'no [----] guidance for Attachie'. Beat on everything: ✅Production (+10798boepd). ✅CFPS (+.16c/sh). ✅FCF $415M (.72c/sh #Dividend only .21c). 1/x $ARX.TO team are doing themselves no favours w/ Attachie. That said a"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019812619763499424)  2026-02-06T16:37Z [---] followers, [----] engagements


"$ARX $ARX.TO Hope this isnt us Blood on the streets means buy"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019825027420754131)  2026-02-06T17:26Z [---] followers, [---] engagements


"Shell USA 🛢 ✔ Shareholder returns rising via dividends + buybacks ✔ Pivot toward LNG & integrated gas ✔ Production trend still under pressure Buybacks are boosting per-share metrics but the key question is whether Shell is cannibalizing the business underspending capex today to fund returns instead of protecting long-term value. Will Shell redomicile to the U.S. Let me know what you think. 🎥 Full breakdown here: https://youtu.be/PKZUagKSZGM https://youtu.be/PKZUagKSZGM"  
[X Link](https://x.com/Peter_Lukacs_R/status/2020224292571517149)  2026-02-07T19:52Z [---] followers, [----] engagements


"Imperial Oil $IMO ✔ Integrated upstream + downstream model ✔ 20% dividend hike + heavy buybacks ✔ 70% owned by Exxon Exxon-style discipline ✔ Long-life low-decline heavy oil assets Cash flow is strong and returns to shareholders are rising but the key question is whether todays valuation already prices in that quality leaving limited upside without higher oil prices. 🎥 Full breakdown here: https://youtu.be/UKUM6qAlPT4si=WyglN_dzfJKsjT2Z https://youtu.be/UKUM6qAlPT4si=WyglN_dzfJKsjT2Z"  
[X Link](https://x.com/Peter_Lukacs_R/status/2020964127502393830)  2026-02-09T20:52Z [---] followers, [----] engagements


"Yep Remember Norway relaxed their ESG stuff for their funds Plus EQNR guided from flat production to growth and ofc Aker BP / VAR guiding growth Nothing new to my viewers #Norway's Equinor plans sharp increase to international oil and gas output by [----] #oott https://t.co/H54Dmt7qd3 #Norway's Equinor plans sharp increase to international oil and gas output by [----] #oott https://t.co/H54Dmt7qd3"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021266102546747422)  2026-02-10T16:52Z [---] followers, [---] engagements


"Idk what profits are up - free cashflow down to $9B and net income also down Maybe some fairy dust adjusted RC pretax pre-ESG drag EBITDA squared profit is up BP profit up 32% in line with expectations suspends buybacks https://t.co/ixTQTnmZ2s BP profit up 32% in line with expectations suspends buybacks https://t.co/ixTQTnmZ2s"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021308664879976488)  2026-02-10T19:41Z [---] followers, [---] engagements


"BP 25FY Results When ESG Meets Reality ✔ Debt high ✔ Reserves not great ✔ Buybacks paused to repair the balance sheet ✔ Strategy U-turn: back to upstream after ESG pivot The strategic dilemma: can BP rebuild credibility 📺 Full breakdown here: https://youtu.be/24c5S3En-wk https://youtu.be/24c5S3En-wk"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021349099157827591)  2026-02-10T22:22Z [---] followers, [---] engagements


"Reminder: the Eurodollar system the EUR. Its the offshore USD funding engine. A strong dollar usually signals stress and balance-sheet contraction; a weaker dollar often reflects easier global dollar liquidity and looser swap conditions. Causality runs from liquidity FX not the other way around. If todays softer USD is about improving Eurodollar elasticity rather than recession fear thats a pro-cyclical backdropand oil catching a bid could be the first asset pricing in that better-than-expected macro. https://twitter.com/i/web/status/2021554254767370637"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021554254767370637)  2026-02-11T11:57Z [---] followers, [--] engagements


"Reminder: the Eurodollar system is the offshore USD funding engine. A strong dollar usually signals stress and balance-sheet contraction; a weaker dollar often reflects easier global dollar liquidity and looser swap conditions. Causality runs from liquidity FX not the other way around. If todays softer USD is about improving Eurodollar elasticity rather than recession fear thats a pro-cyclical backdropand oil catching a bid could be the first asset pricing in that better-than-expected macro. https://twitter.com/i/web/status/2021556692178075951"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021556692178075951)  2026-02-11T12:07Z [---] followers, [---] engagements


"@BubleQe Agree - I got relatively low cost basis for CNQ guess still in the early phase of the cycle but definitely harder to add with up so much already While ARX missed the whole rally on noise makes it a better buy"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021718309226352701)  2026-02-11T22:49Z [---] followers, [--] engagements


"Eni is a relatively rational European energy company 🚨 ENI Locks In [---] bcm/year New LNG + [-----] km in Libya Ensuring gas for Europe Congo LNG Phase [--] Is Now Online With Phase [--] exports underway: Total capacity: [--] mtpa [---] bcm/year FLNG (Nguya) tied to Nen & Litchendjili fields First cargo loaded early https://t.co/UegCsq325l 🚨 ENI Locks In [---] bcm/year New LNG + [-----] km in Libya Ensuring gas for Europe Congo LNG Phase [--] Is Now Online With Phase [--] exports underway: Total capacity: [--] mtpa [---] bcm/year FLNG (Nguya) tied to Nen & Litchendjili fields First cargo loaded early"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021987718889398637)  2026-02-12T16:40Z [---] followers, [---] engagements


"ARC Resources FY2025 I Bought the Dip Heres Why $ARX $ARX.TO ✔ Core thesis = Canadian Montney gas leader ✔ Recent selloff driven by Attachie uncertainty ✔ Diversified pricing into U.S. hubs + future LNG ✔ Strong balance sheet & shareholder returns intact ✔ Great management Quality operator low-cost assets and aligned capital allocation the question is whether the market is pricing short-term noise over long-term value. 🎬 Full breakdown here: https://www.youtube.com/watchv=5e7O8dKoHq8 https://www.youtube.com/watchv=5e7O8dKoHq8"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019819324844671241)  2026-02-06T17:03Z [---] followers, [----] engagements


"Buying BP then redomicile to the US Maybe without buying BP:) 🛢 SHELLS [----] PROBLEM 🚨 A [------] bpd HOLE AND BP IS THE ONLY FIX BIG ENOUGH Shell has a barrels problem. Not a narrative one. Proved reserves: [--] bn boe Reserve life: [--] years Peers: 12+ years [----] gap: 350k800k boe/d UBS: output [---] 2.42.5 mb/d without https://t.co/7iaVhEUYvp 🛢 SHELLS [----] PROBLEM 🚨 A [------] bpd HOLE AND BP IS THE ONLY FIX BIG ENOUGH Shell has a barrels problem. Not a narrative one. Proved reserves: [--] bn boe Reserve life: [--] years Peers: 12+ years [----] gap: 350k800k boe/d UBS: output [---] 2.42.5 mb/d without"  
[X Link](https://x.com/Peter_Lukacs_R/status/2020970503037423965)  2026-02-09T21:18Z [---] followers, [---] engagements


"I had an amazing [----] so far not sure why there is a carnage - living in my bubble It's a good day for oil and gas investors It's a good day for oil and gas investors"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019337023375495170)  2026-02-05T09:07Z [---] followers, [---] engagements


"Suncor Canadas quality oil play 🛢 ✔ Solid FY25 results despite weaker oil prices ✔ Long-life oil sands + strong refining integration ✔ [----] CEO turnaround improving reliability & returns Suncor is a cash machine with low-decline assets and great shareholder payouts. The key question is whether the market is still undervaluing the turnaround and the integrated model especially if Canadian policy becomes more supportive. 🎥 Full breakdown here: https://youtu.be/JA9WDbbZhf0 https://youtu.be/JA9WDbbZhf0"  
[X Link](https://x.com/Peter_Lukacs_R/status/2020556757760631257)  2026-02-08T17:54Z [---] followers, [----] engagements


"@BubleQe 1)ARX is cheaper on a discounted future cashflow basis than WCP 2) cheaper on current cashflows as well ARX 9.1% FCF yield FY25 WCP 4% FCF yield 25Q3 YTD annualized"  
[X Link](https://x.com/Peter_Lukacs_R/status/2020776443912073224)  2026-02-09T08:27Z [---] followers, [---] engagements


"What I see is $10B free cashflow if being generous lets say owners earnings approach Thats like a 6% free cashflow yield 10/165=00606 27343-16953=10390 🛢 TotalEnergies: $15.6B Profit and $17.3B Returned Disciplined. Selective. Durable. Q4 net income: $3.84B FY net income: $15.6B -15% YoY on lower prices Q4 production: 2.545m boe/d +5% YoY Quarterly CFFO: $7B despite Brent volatility Shareholder Returns $17.3B https://t.co/28YMIcStdN 🛢 TotalEnergies: $15.6B Profit and $17.3B Returned Disciplined. Selective. Durable. Q4 net income: $3.84B FY net income: $15.6B -15% YoY on lower prices Q4"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021643700699603435)  2026-02-11T17:53Z [---] followers, [---] engagements


"Vr Energi 25FY ✔ Low-cost Norwegian Continental Shelf producer ✔ 63% owned by Eni ✔ High dividend yield with disciplined payout ✔ 185% 2P Reserve Replacement Ratio 📊 Full breakdown here: https://youtu.be/BUWe5Lzl9co https://youtu.be/BUWe5Lzl9co"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021689187154460954)  2026-02-11T20:53Z [---] followers, [----] engagements


"Aker BP 25FY Results ✓ Results largely as expected ✓ Strong long-term owners (Aker BP Lundin family) ✓ [----] production bottom then growth Execution is now the key variable. Can management deliver projects like Yggdrasil on time and on budget Full breakdown here: https://youtu.be/ZqTBKUI1hvosi=cAAiZgbD_FYwGj4y https://youtu.be/ZqTBKUI1hvosi=cAAiZgbD_FYwGj4y"  
[X Link](https://x.com/Peter_Lukacs_R/status/2022055110658908561)  2026-02-12T21:08Z [---] followers, [---] engagements


"They got $1.2T trade surplus guess what offshore UST holdings are for Generally when countries like Japan sells USTs they are in a dollar shortage China's Central Bank Keeps Buying Gold. And Dumping US Debt https://t.co/HWM2HyP05i China's Central Bank Keeps Buying Gold. And Dumping US Debt https://t.co/HWM2HyP05i"  
[X Link](https://x.com/Peter_Lukacs_R/status/2022291084211032501)  2026-02-13T12:45Z [---] followers, [---] engagements


"@BubleQe @arcresources @CapitalPower @TourmalineOil Yep also rare to see a decently profitable downstream business especially compared to upstream And the diversification generally turns out to be not true cause when oil down generally refining margins also down (economic weakness)"  
[X Link](https://x.com/Peter_Lukacs_R/status/2020969278636499080)  2026-02-09T21:13Z [---] followers, [--] engagements


"My favorite names are pulling away I need to find new bargains Chems Oil services"  
[X Link](https://x.com/Peter_Lukacs_R/status/2021635945909592342)  2026-02-11T17:22Z [---] followers, 17.3K engagements


"There are two possibilities for today: 1) Glut but geopolitical risk premium 2) Not as good supply as expected That said 2027-8-9 oil market is tighter. If you agree with the latter sentence as your thesis dont measure strategy short term. FOR IEA 🛢OIL IS OVERSUPPLIED Even with wars💥 Supply [---] mb/d in [----] Demand [---] mb/d [--] mb/d surplus Why US production resilient OPEC+ adding barrels back (now OPEC+ Oil Production Falls by [-------] Bpd) Non-OPEC growth steady Demand growth moderating https://t.co/UQyoe5akdl FOR IEA 🛢OIL IS OVERSUPPLIED Even with wars💥 Supply [---] mb/d in [----] Demand 106"  
[X Link](https://x.com/Peter_Lukacs_R/status/2022283377177506004)  2026-02-13T12:15Z [---] followers, [----] engagements


"Grateful to everyone watching and reading truly appreciate the support. This weeks member update is now live covering portfolio positioning at a high level a market sentiment overview and a macro perspective on rates commodities and the USD. If youd like deeper weekly insights consider joining the YouTube Membership. Thank you all https://twitter.com/i/web/status/2022760235535077714 https://twitter.com/i/web/status/2022760235535077714"  
[X Link](https://x.com/Peter_Lukacs_R/status/2022760235535077714)  2026-02-14T19:49Z [---] followers, [---] engagements


"Well said In short: XOM strategy Oil peaked in [----] at $140 and has fallen sideways since to $60 today. In hard-money gold terms oil has been deflating for decades. This is a new regime. In the old regime E&Ps required rising real oil prices to survive In the new world winners are defined by: * Low https://t.co/agp3f2j6MS Oil peaked in [----] at $140 and has fallen sideways since to $60 today. In hard-money gold terms oil has been deflating for decades. This is a new regime. In the old regime E&Ps required rising real oil prices to survive In the new world winners are defined by: * Low"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014039690043597033)  2026-01-21T18:17Z [---] followers, [---] engagements


"USTs are highest quality collateral for global dollar funding via the eurodollar system Foreign holdings of USTs are at record highs: The Europeans are literally dumping US Treasuries and you think everything is going back to normal The Europeans are literally dumping US Treasuries and you think everything is going back to normal"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014112918929879263)  2026-01-21T23:08Z [---] followers, [---] engagements


"To be honest hope they dont buy Best is if the business fundamentals and environment improves and the stock stays flat/down for you to accumulate Crude oil the [---] ema is around 63$ for WTI this is where big banks and fund managers will say "maybe we need some exposure" Crude oil the [---] ema is around 63$ for WTI this is where big banks and fund managers will say "maybe we need some exposure""  
[X Link](https://x.com/Peter_Lukacs_R/status/2014255167525232655)  2026-01-22T08:33Z [---] followers, [---] engagements


"#GALP 🛢 A Portuguese integrated energy company but economically its mostly upstream. ⛽ 88% oil / 12% gas exposure 🌍 Brazil + Africa adds assets 🏛 Concentrated ownership (Amorim + state influence) 📉 Limited moat balance sheet not fortress 🎥 Watch the full breakdown here: https://youtu.be/REWJqXq3lKk https://youtu.be/REWJqXq3lKk"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014371392393789743)  2026-01-22T16:15Z [---] followers, [---] engagements


"I can't stop looking at Canadian O&G #CANADA #OIL #GAS 🛢 Canada Oil & Gas Top [--] picks. This isnt just an oil thesis its a macro + geopolitics one: Diversify away from the US exposure 🚢 LNG to Asia is the real unlock (Qatar is in) 🏗 And maybe for the first time the political will is finally there (Carney) Top picks (hard choice) ARC Resources (ARX)  Peyto (PEY)  Canadian Natural (CNQ) 🎥 Watch here: https://youtu.be/zc_JzQ2ONy0 https://youtu.be/zc_JzQ2ONy0"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014482067594056011)  2026-01-22T23:35Z [---] followers, [----] engagements


"Europe reliance on Russia then US didnt work out Maybe they try colonialism [---] to get energy independence Total Eni BP COLUMN: The oil-rich country is emerging from years of economic devastation. And Big Oil is ready to take on the investment risk. Sound familiar It isnt Venezuela but Libya. My @Opinion take on how North Africa is back into the global energy map. https://t.co/0sIFOE0VrE COLUMN: The oil-rich country is emerging from years of economic devastation. And Big Oil is ready to take on the investment risk. Sound familiar It isnt Venezuela but Libya. My @Opinion take on how North"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014486718683009392)  2026-01-22T23:53Z [---] followers, [---] engagements


"When underlying is up ofc your earnings up hence multiples shrink for commodity players Vale was trading like 4PE Summer [----] peak now [--] at lower prices (up 70% YoY tho) EV/EBITDA multiples for Canadian gold producers. Some names are still trading well below historical reference ranges while others like $AEM & $LUG are trading significantly above. $BTG $EDV $ELD https://t.co/ikL7cwIuS0 EV/EBITDA multiples for Canadian gold producers. Some names are still trading well below historical reference ranges while others like $AEM & $LUG are trading significantly above. $BTG $EDV $ELD"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014488390545129490)  2026-01-23T00:00Z [---] followers, [---] engagements


"Exxon had enough expropriations there It doesn't sound like there's going to be much incremental oil produced in Venezuela It doesn't sound like there's going to be much incremental oil produced in Venezuela"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014505446510313953)  2026-01-23T01:08Z [---] followers, [---] engagements


"Dimon had great things to say Per my personal opinion that interviewer lady was extremely annoying. Ivory tower. https://youtu.be/hnLTD4D4wxYsi=_yk51GfSr-Uda1xV https://youtu.be/hnLTD4D4wxYsi=_yk51GfSr-Uda1xV"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014636113395146942)  2026-01-23T09:47Z [---] followers, [---] engagements


"@DINGELFIRE Could do - although its very simple just trying to get a ballpark then apply same logic for all of them"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014646667933339826)  2026-01-23T10:29Z [---] followers, [--] engagements


"Great to draw attention to this I recall Doomberg being rather bearish on oil (Nov 2025) given LATAMs ability to increase production Argentina being explicitly mentioned I am close to an anarchocapitalist hence Mileis ideas are attractive That said not sure if one guy can change a bad system and Milei has many shortcomings as well 🚨 Argentinas $50B LNG Dream Is Unravelling ⚠ This just escalated. After @Shell pulled out of the 30-Mtpa Vaca Muerta LNG project it is now approaching buyers to sell its Vaca Muerta assets sources say. Those assets could be worth billions. This is not a tweak. Its"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014648546075553922)  2026-01-23T10:36Z [---] followers, [---] engagements


"Maybe look for shipping stocks although I heard its not a great idea if not an insider They like to go bankrupt wipe out equity and reorg and rebuy assets on the cheap Anyone knows pls help This market is literally braindead In this kind of market crude tankers can go a lot higher This market is literally braindead In this kind of market crude tankers can go a lot higher"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014648935164371113)  2026-01-23T10:38Z [---] followers, [---] engagements


"Gold and silver are overpriced relative to everything elsethey were underpriced previouslyso its hard for me to buy more of something that seems overpriced to things in generalbut there are good reasons why they are going to go highermining stocks unbelievably lagging https://youtu.be/MC9TP8UX45wsi=oV_3qzGTy53pzSE9 https://youtu.be/MC9TP8UX45wsi=oV_3qzGTy53pzSE9"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014861766690304490)  2026-01-24T00:44Z [---] followers, [---] engagements


"Actually M2 has been lackluster since [----] Aug peak But more is likely to come with lower rates + March bank reserves rule (although some argue that bank reserves dont matter much look at pre GFC reserves and m2 growth/lending) I have no idea where gold and silver are going year end I don't claim to I just know that junior miners are cheap at much lower prices And I know there is a lot of m2 growth a lot of debt and a lot of problems And nobody trusts the dollar because we took Russia's money I have no idea where gold and silver are going year end I don't claim to I just know that junior"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015087014526267473)  2026-01-24T15:39Z [---] followers, [---] engagements


"Foreign holdings of US Treasuries at record highs but the story actually more complicated: [--]. Official institutions flat/down [--]. Private up BIG Net up all together. Governments likely use this as political "weapon" vs the US but private market players take the other side of that trade https://twitter.com/i/web/status/2015124096070123835 https://twitter.com/i/web/status/2015124096070123835"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015124096070123835)  2026-01-24T18:06Z [---] followers, [---] engagements


"100% tariff on Canada energy news could make markets volatile Monday No rest for the wicked"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015190237878636581)  2026-01-24T22:29Z [---] followers, [---] engagements


"Frankly he seemed very reasonable in Davos and since. But lets see if this is theater or he can deliver on Canadian energy infrastructure. Ex BOE head with carbon focus isnt the most bullish but maybe rational enough to realize that Canadas best business is energy. Approval of Mark Carney increases to 64% https://t.co/LeR9S7yOyp Approval of Mark Carney increases to 64% https://t.co/LeR9S7yOyp"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015926408816599355)  2026-01-26T23:14Z [---] followers, [---] engagements


"$40 would be like 1.75std from mean and COVID lows equivalent Analyst never heard if inflation adjusting US shale production could fall by [------] barrels per day if prices dip to $40 a barrel analyst says https://t.co/KANtxnOfNU US shale production could fall by [------] barrels per day if prices dip to $40 a barrel analyst says https://t.co/KANtxnOfNU"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015927127133032792)  2026-01-26T23:17Z [---] followers, [---] engagements


"Always look in the cashflow statement at 1) buybacks ofc 2) and issued shares for management comp I have seen some names in Canadian energy where shockingly high % of buybacks were offset by management comp issuance. Too late here to get to the PC to confirm which ones but Ill get back to it sometimes @BeegJj I think this is a very important data point ( total share count reduction - the true metric) & also who is diluting the share count but taking credit for 'buying back shares'. @BeegJj I think this is a very important data point ( total share count reduction - the true metric) & also who"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015927768861618341)  2026-01-26T23:20Z [---] followers, [---] engagements


"US M2 is starting to recover after a rare decline. Liquidity leads the cycle. Could this mark the turn toward better economic conditions Keep an eye on M2. #MacroTrends #US #Markets"  
[X Link](https://x.com/Peter_Lukacs_R/status/2008590697461584329)  2026-01-06T17:25Z [---] followers, [---] engagements


"Keep an eye on the US M2 money supply Quantity theory of money Fed Governor Miran: "well over [---] basis points of cuts are going to be justified this year." Fed Governor Miran: "well over [---] basis points of cuts are going to be justified this year.""  
[X Link](https://x.com/Peter_Lukacs_R/status/2008663804138356901)  2026-01-06T22:15Z [---] followers, [---] engagements


"@ekwufinance Per @steve_hanke the optimal growth rate is 6% (considering growth potential velocity and 2% inflation target) US M2 spiked post COVID then crashed negative YoY (rarely happens like GFC or 1932) and now anemic Changes coming likely accelerates"  
[X Link](https://x.com/Peter_Lukacs_R/status/2009587607689376242)  2026-01-09T11:26Z [---] followers, [--] engagements


"#OMV #OMW 🛢 One of the few investable EU energy names diversified and strategically owned. ⚙ Integrated model: Energy + Fuels + Chemicals (Borealis) ⛽ 58% liquids / 42% gas production mix 🤝 Anchor shareholders: Austrian state + ADNOC 📈 Growth optionality via Neptun Deep (Romanian Black Sea gas) Bottom line: undervalued with a real margin of safety upside depends on executing growth plans + commodity cycle but quality is clearly above-average for Europe. 🎥 Watch the full breakdown here: https://youtu.be/zmMl4vpO-Dksi=RM866N1Pjw8mUqZY https://youtu.be/zmMl4vpO-Dksi=RM866N1Pjw8mUqZY"  
[X Link](https://x.com/Peter_Lukacs_R/status/2011150317652443393)  2026-01-13T18:56Z [---] followers, [----] engagements


"Buying XOM vs buying PBR https://t.co/QoO4pTSLKa https://t.co/QoO4pTSLKa"  
[X Link](https://x.com/Peter_Lukacs_R/status/2011923996858548719)  2026-01-15T22:10Z [---] followers, [---] engagements


"#ENERGY 🛢📊 Part [--] of my energy series focused on business fundamentals. Companies covered: OMV (OMW)  Orlen (PKN)  MOL Group (MOL)  Repsol (REP)  Strathcona Resources (SCR) 🎥 Watch here: https://youtu.be/DKqiz2_RuTYsi=j8VLfmKTL9TwtGPj https://youtu.be/DKqiz2_RuTYsi=j8VLfmKTL9TwtGPj"  
[X Link](https://x.com/Peter_Lukacs_R/status/2012209002860499095)  2026-01-16T17:03Z [---] followers, [----] engagements


"The world wants dollar assets to recycle their dollar surpluses received for trade Eurodollar system makes all of this easy To satisfy that global appetite for US debt the US has been producing all sorts of them UST MBS ABS backed by car loans credit cards etc Unintended (or intended) consequences occur Trump has it backwards. The U.S. doesnt subsidize the world; the world subsidizes the U.S. The dollars reserve-currency status allows us to live beyond our means. Soaring debt tariffs and military threats jeopardize that status. When its lost economic collapse will follow. Trump has it"  
[X Link](https://x.com/Peter_Lukacs_R/status/2013183383187128627)  2026-01-19T09:34Z [---] followers, [---] engagements


"#EUROPE #OIL #GAS 🛢 Europe Oil & Gas Part [--] (North). In this video I compare Northern Europes key energy players and why value still exists despite the ESG discount. Companies covered: Equinor (EQNR)  Vr Energi (VAR)  Aker BP (AKRBP)  Shell (SHEL)  BP (BP) 🎥 Watch here: https://youtu.be/vZVgmgLw778 https://youtu.be/vZVgmgLw778"  
[X Link](https://x.com/Peter_Lukacs_R/status/2013679212670882006)  2026-01-20T18:25Z [---] followers, [----] engagements


"#EUROPE #OIL #GAS 🛢 Europe Oil & Gas Part [--] (CEE). In this video I compare the regions key energy players and where the value is. Companies covered: OMV (OMW)  Orlen (PKN)  MOL Group (MOL) 🎥 Watch here: https://youtu.be/XtuVYwFkXu4 https://youtu.be/XtuVYwFkXu4"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014041584581414987)  2026-01-21T18:25Z [---] followers, [---] engagements


"No one owns energy because oil is historically cheap inflation adjusted Once oil starts to move then move big same people will buy the top Today you can find great fundamentals energy companies with pristine balance sheets and low breakevens paying sustainable nice dividends with low oil Imagine once oil and gas moves No one owns energy today. This is exactly where the mining industry was a few years ago -- although its only just coming off the lows. We are still exceptionally early in the broader hard-assets trend in my view. H/t to my friend @RonStoeferle https://t.co/ld2uwFtdOp No one owns"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014111906219409618)  2026-01-21T23:04Z [---] followers, [----] engagements


"I know people who had never had a broker account no financial understanding telling me to buy gold. Do what you will with this info:) This is NOT usually a good thing btw. This is NOT usually a good thing btw"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016155407287271525)  2026-01-27T14:24Z [---] followers, [---] engagements


"#ATHABASCA #ATH 🛢 After multiple requests Athabasca Oil finally covered. Up 33x over the last [--] years but the question is: is it still value today 🛢 98% liquids low-decline thermal oil sands 🚰 Secured pipeline access to U.S. Midwest + Gulf 📈 Growth + disciplined capex 👔 Management aligned strong execution so far 🎥 Watch the full breakdown here: https://youtu.be/dzl7TOuYwM0 https://youtu.be/dzl7TOuYwM0"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016228518384840951)  2026-01-27T19:15Z [---] followers, [----] engagements


"So you work [--] years and then have a large pile of cash in the end under the bed Imagine working 9-5 for [--] years then The Fed prints 40% of the total money supply and inflates away [--] years of your work. https://t.co/nXbtJVl6Yp Imagine working 9-5 for [--] years then The Fed prints 40% of the total money supply and inflates away [--] years of your work. https://t.co/nXbtJVl6Yp"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016476687563702738)  2026-01-28T11:41Z [---] followers, [---] engagements


"Is it like when Jamie Dimon was talking about rates going to 8% - implying to sell UST - while banks were buying up USTs Ironically hes the largest single owner of Treasuries. Someone do the math if instead of holding $330b of Treasuries Berkshire owned 84% gold and 16% silver since [----]. Ironically hes the largest single owner of Treasuries. Someone do the math if instead of holding $330b of Treasuries Berkshire owned 84% gold and 16% silver since 2000"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016568886183751968)  2026-01-28T17:47Z [---] followers, [---] engagements


"I think Chinese retail buying is driving gold/silver way more than people think If your economy is in a deflationary malinvestment misery situation what else do you do Shanghai silver premium is widening. Demand for silver in China remains very strong. https://t.co/hTf4rp1yIN Shanghai silver premium is widening. Demand for silver in China remains very strong. https://t.co/hTf4rp1yIN"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016841914826281029)  2026-01-29T11:52Z [---] followers, [---] engagements


"Look at 10-30Y spread Market seems to be afraid of fiscal/longterm inflation Maybe oversold longterm But maybe justified Guess US will inflate away by refinancing on the low end at artificially low rates by new Fed GUNDLACH: warming up to an idea of a violent long bond rally as he thinks there may be intervention. No position this week but warming up to the idea. $TLT $DXY $BND GUNDLACH: warming up to an idea of a violent long bond rally as he thinks there may be intervention. No position this week but warming up to the idea. $TLT $DXY $BND"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016864611249647841)  2026-01-29T13:22Z [---] followers, [---] engagements


"@MarcumLloyd Not a bad idea but its not just their oil take also monetary. And much smarter people in these areas done that. Friedman Hanke for monetary or Anas for oil"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017320431644991720)  2026-01-30T19:34Z [---] followers, [--] engagements


"Tamarack Valley 🛢 ✔ Up 600% over [--] years but is it still a buy ✔ Deleveraging + buybacks phase after M&A ✔ Low-decline assets with steady production growth A Canadian producer thats transitioned from scale-building to free-cash-flow discipline. 🎥 Full breakdown here: https://youtu.be/KB4iulY2Ypo https://youtu.be/KB4iulY2Ypo"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017344583949291535)  2026-01-30T21:10Z [---] followers, [---] engagements


"Sad that the stock market came to this but actually its always been like this That said today Polymarket and the like much better for corrupt insiders to cash in. Kevin Warsh is married to Jane Lauder. Jane is the billionaire heiress to the cosmetics company Este Lauder. Her father his father-in-law is Ronald Lauder. A long-time friend of Donald Trump and close ally of Israels PM Benjamin Netanyahu. Time to go long $EL https://t.co/wVIbICfp0j Kevin Warsh is married to Jane Lauder. Jane is the billionaire heiress to the cosmetics company Este Lauder. Her father his father-in-law is Ronald"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017551595706229147)  2026-01-31T10:52Z [---] followers, [---] engagements


"China literally put silver into the same bucket as rare earths so only licensed traders can export it - perfect for cronyism and picking winners. That said sure its a mess. $36 dollar difference between the price of silver in the west and in the east. The western market is manipulated and corrupt. https://t.co/c767kJDd8I $36 dollar difference between the price of silver in the west and in the east. The western market is manipulated and corrupt. https://t.co/c767kJDd8I"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017553531952115963)  2026-01-31T11:00Z [---] followers, [---] engagements


"Expand Energy ✔ Largest independent U.S. gas producer ✔ Positioned for LNG exports + rising power demand ✔ Post-M&A deleveraging phase underway ✔ Focus shifting to free cash flow buybacks & dividends A scale-driven gas business built through consolidation now transitioning from growth to capital discipline. 🎥 Full breakdown here: https://youtu.be/_6spxfPG86E https://youtu.be/_6spxfPG86E"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017658199797862696)  2026-01-31T17:56Z [---] followers, [---] engagements


"The new weekly members update is now live for my Youtube Members. Includes updated positioning buy/hold thoughts and a fresh macro view on rates commodities and USD"  
[X Link](https://x.com/Peter_Lukacs_R/status/2017659966140649868)  2026-01-31T18:03Z [---] followers, [---] engagements


"@BubleQe @arcresources One of the best ways to play the Canadian story 60% gas 40% liquids (incl. NGLs) And ARX has one of the best management and CEO in the Canadian industry"  
[X Link](https://x.com/Peter_Lukacs_R/status/2008993130218180944)  2026-01-07T20:04Z [---] followers, [---] engagements


"$CNQ already has 40% gas 60% liquids mix - Canadian natgas price arbitrage is a great place to be good developments Canadian Natural in talks to buy Tourmalines natgas portfolio Globe and Mail reports https://t.co/YbenFgha4q Canadian Natural in talks to buy Tourmalines natgas portfolio Globe and Mail reports https://t.co/YbenFgha4q"  
[X Link](https://x.com/Peter_Lukacs_R/status/2011573266075566097)  2026-01-14T22:56Z [---] followers, [---] engagements


"#EQUINOR #EQNR 🛢 Disclaimer: this is currently my second largest holding. Europes strategic energy supplier disciplined and mispriced. ⛽ 50/50 oilgas mix 93% profits from E&P ⚙ Low-cost producer 🚰 Direct pipeline access to high-priced EU gas 🌍 Core assets in Norway + U.S. low geopolitical risk 🧱 Strong balance sheet renewables capex cut back to focus on O&G Bottom line: clearly undervalued with a wide margin of safety downside mainly tied to commodity prices not balance sheet or governance risk. 🎥 Watch the full breakdown here: https://youtu.be/hnakmHdEIFc https://youtu.be/hnakmHdEIFc"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015177598418997271)  2026-01-24T21:39Z [---] followers, [---] engagements


"#EUROPE #OIL #GAS 🛢 Europe Oil & Gas Part [--] (West / South). Europe energy here is still a gas + integrated majors story but with very different governance and capital discipline across names. Companies covered: ENI (ENI)  TotalEnergies (TTE)  Galp (GALP)  Repsol (REP) 🎥 Watch here: https://youtu.be/uJ9je4_jV7Ysi=iJxpP4D9fiV3pK5o https://youtu.be/uJ9je4_jV7Ysi=iJxpP4D9fiV3pK5o"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015472169208127793)  2026-01-25T17:09Z [---] followers, [---] engagements


"I heard silver stocks lag the metal modeled at $40 - anyone has some good names to look at I scanned Q3 for $AG relative to their stock movements and didnt seem it lagged much to me:) Silver surges above $106/oz for the first time in history https://t.co/emzF8VYZFY Silver surges above $106/oz for the first time in history https://t.co/emzF8VYZFY"  
[X Link](https://x.com/Peter_Lukacs_R/status/2015745051792425465)  2026-01-26T11:14Z [---] followers, [---] engagements


"The US M2 money supply is growing at 4.2% rate instead of an optimal 6%. US needs commercial bank lending not tightening. FED has to do emergency [----] bps hike FED has to do emergency [----] bps hike"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016156881656381834)  2026-01-27T14:30Z [---] followers, [---] engagements


"#AKERBP #AKRBP 🛢 I underestimated Aker BP. ⚙ Pure-play Norwegian upstream oil-heavy 📈 Growth resumes post-2026 ⚙ Very low-cost producer in a top-tier jurisdiction 🤝 Anchored by Aker BP Lundin family + Norways pension fund Bottom line: higher-quality and better-positioned than I initially gave it credit for strong execution well-timed growth and solid margin of safety if projects deliver. 🎥 Full breakdown here: https://youtu.be/CS5zkoRdFI0 https://youtu.be/CS5zkoRdFI0"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016540119084208189)  2026-01-28T15:53Z [---] followers, [---] engagements


"Thought the narrative was glut $50 with 4mbpd surplus per IEA Citi expects oil prices to stay elevated despite oversupply risks https://t.co/sZwBTYk8TZ Citi expects oil prices to stay elevated despite oversupply risks https://t.co/sZwBTYk8TZ"  
[X Link](https://x.com/Peter_Lukacs_R/status/2016785953499590670)  2026-01-29T08:10Z [---] followers, [----] engagements


"Rick Rule: "I like the oil trade. the oil industry worldwide.requires about $60 to breakeven.the industry is in slow motion liquidation.underinvesting $1-2B a day ().maybe it doesn't matter in [----] [----]. but in [----] [----] it starts to hurt." https://youtu.be/Hajihuix6T0si=XqIpx6a6LML6eAVz&t=1584 https://youtu.be/Hajihuix6T0si=XqIpx6a6LML6eAVz&t=1584"  
[X Link](https://x.com/Peter_Lukacs_R/status/2018080802332979407)  2026-02-01T21:55Z [---] followers, [----] engagements


"@StranaReforiem Dont know them what do you think"  
[X Link](https://x.com/Peter_Lukacs_R/status/2018384551517512021)  2026-02-02T18:02Z [---] followers, [--] engagements


"Europacific's 13F Some interesting stuff: 1) Buy MICC - spun off from Unilever 18x FCF bit expensive 2) Buy FMC - chem down 87% in the past 5Y maybe cycke turning 4) TTE - sold all Could be interesting to cover 13Fs in a video https://whalewisdom.com/filer/euro-pacific-asset-management-llc https://whalewisdom.com/filer/euro-pacific-asset-management-llc"  
[X Link](https://x.com/Peter_Lukacs_R/status/2018817938527273171)  2026-02-03T22:44Z [---] followers, [---] engagements


"Petrobras has been looking there with their deepwater expertise Oil majors snap up West African blocks in hunt for next Brazil #oott https://t.co/ItFHfEFBUL Oil majors snap up West African blocks in hunt for next Brazil #oott https://t.co/ItFHfEFBUL"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019406478793404563)  2026-02-05T13:43Z [---] followers, [---] engagements


"Exxon is Big Oils highest-quality operatorupstream-driven profits genuine diversification and disciplined capital returns. What do you think"  
[X Link](https://x.com/Peter_Lukacs_R/status/2019422570962121020)  2026-02-05T14:47Z [---] followers, [---] engagements


"Woodside Energy signed a binding LNG deal with Turkeys BOTAS supplying gas from [----] for up to nine years mainly from its Louisiana LNG project. Was planning to do Woodside tomorrow and now saw this:) https://www.reuters.com/business/energy/australias-woodside-signs-binding-lng-supply-deal-with-turkeys-botas-2025-12-28/ https://www.reuters.com/business/energy/australias-woodside-signs-binding-lng-supply-deal-with-turkeys-botas-2025-12-28/"  
[X Link](https://x.com/Peter_Lukacs_R/status/2005763004986761472)  2025-12-29T22:09Z [---] followers, [--] engagements


"#PETROBRAS #PBR 🛢 Disclaimer: this is currently my largest holding. A rare oil major thats still growing with world-class deepwater assets massive cash flows and an EM/political discount. ⚙ Pre-salt deepwater = low-cost high-output barrels Nearly all reserves + production in Brazil 💸 High FCF + dividends ⚠ Main risk = politics Bottom line: deeply undervalued with huge upside but you must accept the Brazil/political risk discount. 🎥 Watch the full breakdown here: https://youtu.be/cjlwKvPRme0 https://youtu.be/cjlwKvPRme0"  
[X Link](https://x.com/Peter_Lukacs_R/status/2014843852486836265)  2026-01-23T23:33Z [---] followers, [----] engagements


"I analyzed [--] oil stocks and included a quick take on Venezuela. Heres what I covered 👇 Exxon Mobil (XOM) ConocoPhillips (COP) Occidental Petroleum (OXY) Imperial Oil (IMO) Vr Energi (VAR) Cenovus Energy (CVE) ENI (ENI) Ecopetrol (EC) Woodside Energy (WDS) Devon Energy (DVN) Full breakdown in the video. https://youtu.be/JkRbl4MSsZI https://youtu.be/JkRbl4MSsZI"  
[X Link](https://x.com/Peter_Lukacs_R/status/2007881918893756883)  2026-01-04T18:28Z [---] followers, [----] engagements


"#BHP #RIO #VALE #FMG ⛏🌍 Comparing the worlds biggest iron ore producers and ranking the winners. 🪨 Iron ore still benefits from scale geography & ore quality 📉 Years of underinvestment keep supply tighter 💰 Strong cash generation despite weaker prices 🛡 All four names run solid balance sheets Bottom line: Vale and BHP stand out as the top picks best mix of valuation profitability and balance-sheet strength while Fortescue offers higher upside but more volatility and Rio remains solid but less compelling on value. 🎥 Watch the full comparison here:"  
[X Link](https://x.com/Peter_Lukacs_R/status/2008148121692287138)  2026-01-05T12:06Z [---] followers, [---] engagements


"Canadian oil is valuable with long-life low-decline oil sands assets but getting Canadian natural gas to global markets is the real arbitrage business case. BNN Randy Ollenberger BMO: Venezuela Could see 300-400k a day come within the year and [--] million + barrels a day come in about a year. [--] years could see [---] million barrels a day with the cost of 10's of billions of dollars. Canadian Oil and Gas companies make money and BNN Randy Ollenberger BMO: Venezuela Could see 300-400k a day come within the year and [--] million + barrels a day come in about a year. [--] years could see [---] million"  
[X Link](https://x.com/Peter_Lukacs_R/status/2008225668769915185)  2026-01-05T17:14Z [---] followers, [---] engagements


"Explains partly why #VALE is up 60% YoY despite iron ore sluggishness Nickel breaking out above $17000/t. One of the most slept-on metals of the year. Love this chart. Got nickel https://t.co/584IniZL7U Nickel breaking out above $17000/t. One of the most slept-on metals of the year. Love this chart. Got nickel https://t.co/584IniZL7U"  
[X Link](https://x.com/Peter_Lukacs_R/status/2008564893973418470)  2026-01-06T15:42Z [---] followers, [---] engagements

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