#  @jackprandelli Jack Prandelli Jack Prandelli posts on X about gas, china, shell, exxon mobil the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1821867319506665473/interactions)  - [--] Week [-------] -26% - [--] Month [---------] -44% - [--] Months [----------] +94,434% - [--] Year [----------] +423,860% ### Mentions: [--] [#](/creator/twitter::1821867319506665473/posts_active)  - [--] Week [---] -35% - [--] Month [---] +12% - [--] Months [-----] +2,657% - [--] Year [-----] +7,519% ### Followers: [------] [#](/creator/twitter::1821867319506665473/followers)  - [--] Week [------] +6.90% - [--] Month [------] +59% - [--] Months [------] +25,824% - [--] Year [------] +106,647% ### CreatorRank: [------] [#](/creator/twitter::1821867319506665473/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 53.18% [finance](/list/finance) #2351 [stocks](/list/stocks) 33.53% [travel destinations](/list/travel-destinations) 5.78% [cryptocurrencies](/list/cryptocurrencies) 1.73% [currencies](/list/currencies) 0.58% [technology brands](/list/technology-brands) 0.58% **Social topic influence** [gas](/topic/gas) #323, [china](/topic/china) #2034, [shell](/topic/shell) #726, [exxon mobil](/topic/exxon-mobil) #65, [oil](/topic/oil) #578, [copper](/topic/copper) #20, [venezuela](/topic/venezuela) #738, [india](/topic/india) 8.67%, [russia](/topic/russia) #1174, [guyana](/topic/guyana) #335 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@exxonmobil](/creator/undefined) [@shell](/creator/undefined) [@logan2551642](/creator/undefined) [@moscow2dxb](/creator/undefined) [@conocophillips](/creator/undefined) [@pearsonpc](/creator/undefined) [@frankmulumba187](/creator/undefined) [@being_trader_2](/creator/undefined) [@yddl_oneandone](/creator/undefined) [@selvarajkannan9](/creator/undefined) [@petronas](/creator/undefined) [@aramco](/creator/undefined) [@chevron](/creator/undefined) [@petrobras](/creator/undefined) [@totalenergies](/creator/undefined) [@tomr](/creator/undefined) [@findatavisuals](/creator/undefined) [@chill02021](/creator/undefined) [@0243rdc](/creator/undefined) **Top assets mentioned** [Exxon Mobil (XOM)](/topic/exxon-mobil) [ConocoPhillips (COP)](/topic/conocophillips) [BP p.l.c. (BP)](/topic/$bp) [Copiosa Coin (COP2)](/topic/$cop) [Convex Finance (CVX)](/topic/$cvx) [Oxygen (OXY)](/topic/$oxy) [Suncor Energy, Inc. (SU)](/topic/$su) ### Top Social Posts Top posts by engagements in the last [--] hours "🛢 VALERO COULD BECOME THE TOP FOREIGN REFINER OF VENEZUELAN OIL Valero is set to import up to 6.5M barrels of Venezuelan crude in March (210 kb/d) potentially [--] or more cargoes. That could surpass Chevron as the leading US receiver of Venezuelan oil (as I already anticipated you in my previous article) Most volumes are sourced via authorized sellers (Chevron Vitol Trafigura) under US licenses. This reflects the new licensed Venezuelan oil channel not an open market buyers must be US-cleared under evolving sanctions frameworks. 💡 This is an opportunity One company that produced $500M+" [X Link](https://x.com/jackprandelli/status/2022483831081636278) 2026-02-14T01:31Z 18.2K followers, [----] engagements "🚨 The oil & gas story nobody is talking about Prices are weak. Transition talk is loud. But the worlds biggest producers are quietly ramping up supply. And the data is striking 👇 🔍 1) The Big [--] Are Accelerating #Aramco #Exxon #Chevron #Shell #BP #PetroChina #TotalEnergies #Conoco: 4.1% output growth (202527). Global supply 1.4%. Someone is very wrong. 🥊 2) Big [--] vs IEA/EIA: A 3x Gap Big 8: Were growing fast. Agencies: Barely any growth. If both are right smaller producers must shrink. 🛢 3) Low Prices Arent Slowing Supply Majors are still drilling building expanding. This isnt optimism." [X Link](https://x.com/jackprandelli/status/1989757603572789728) 2025-11-15T18:09Z 17.5K followers, 37.7K engagements "Guyana is becoming Exxons growth engine From zero production in [----] to [---] million bpd by [----] #ExxonMobil HessCNOOC have sanctioned $45 billion across five FPSOs with a 6th on the way. Liza Payara Yellowtail Uaru Whiptail Each project adds 220275k bpd at breakevens as low as $2535 per barrel. This is the fastest offshore ramp-up in modern oil history and the cornerstone of Exxons global production growth. Read the full article here👇 The New Oil Promised Land #oott" [X Link](https://x.com/jackprandelli/status/1993728107308626297) 2025-11-26T17:06Z 17.5K followers, [----] engagements "Argentinas $50B LNG Dream Just Broke Apart ⚠ @Shell has pulled out of the 30-Mtpa Vaca Muerta megaproject. This is not a small exit. Its one of the worlds largest #LNG players walking away from one of the worlds largest undeveloped LNG plays. What Shell Walked Away From [--] Mtpa by [----] Massive FLNG corridor off Ro Negro Based on Vaca Muerta the worlds #2 shale gas reserve FEED planned for late [----] Shell was supposed to bring the LNG expertise that makes the project bankable. Now its gone. Why this matters: When Shell exits it usually means one of these broke: project economics regulation" [X Link](https://x.com/jackprandelli/status/1996549709477912702) 2025-12-04T11:58Z 17.8K followers, 90.5K engagements "🛢World's Largest Oil & Gas Companies by Market Cap Total sector: $6.927T Saudi @aramco $1.57T @exxonmobil $474B @Chevron $251B PetroChina $217B @Shell $211B State-backed + supermajors rule amid energy volatility. #BigOil #MarketCap #Energy #OOTT" [X Link](https://x.com/jackprandelli/status/2000222877388361943) 2025-12-14T15:14Z 17.6K followers, [----] engagements "🛢 Big Oil's Reserves Life Index Plunges Majors Running Low 1P reserves/production ratio (years left at current rates): #Exxon: [--] yrs #TotalEnergies: [--] #Petrobras: [--] Eni/PetroChina: [--] Shell: [--] #Equinor: [--] #Chevron: [--] BP: [--] Underinvestment + transition = shrinking runway. #BigOil #Reserves #Energy #OOTT https://twitter.com/i/web/status/2000709607287656650 https://twitter.com/i/web/status/2000709607287656650" [X Link](https://x.com/jackprandelli/status/2000709607287656650) 2025-12-15T23:28Z 17.5K followers, [----] engagements "Europe's energy crisis is far from over and it's devastating industry in [----]. Germany's chemical sector running at just 70% capacity YTD the lowest in [--] years. BASF Lanxess & others slashing output jobs even closing plants permanently. High electricity prices + expensive LNG imports (replacing cheap Russian gas) crushing competitiveness. Years of elevated energy costs are hollowing out the industrial heart of Europe. Deindustrialization in real time. When will policymakers admit the green transition can't come at the expense of economic suicide #Europe #EnergyCrisis #Germany #LNG #Industry" [X Link](https://x.com/jackprandelli/status/2002749569117880791) 2025-12-21T14:34Z 17.5K followers, [----] engagements "🛠 Italy's Saipem wins North Field offshore contract in Qatar for about $4 billion Italy's Saipem said it had been awarded an offshore engineering procurement construction and installation (EPCI) contract by QatarEnergy LNG in partnership with China's Offshore Oil Engineering Co (COOEC). The overall value of the contract is approximately $4 billion with Saipem's share amounting to roughly $3.1 billion the company said in a statement. #LNG #QatarEnergy #Offshore #Saipem #COOEC #EPCI https://twitter.com/i/web/status/2003052496436998329 https://twitter.com/i/web/status/2003052496436998329" [X Link](https://x.com/jackprandelli/status/2003052496436998329) 2025-12-22T10:38Z 17.5K followers, [----] engagements "🚨 PETRONAS Inks New LNG Supply Deal with China's CNOOC Malaysia's state energy giant PETRONAS signs fresh agreement: - [--] million tonnes per year of LNG via Petronas LNG trading arm - To CNOOC Gas and Power Singapore (CNOOC subsidiary) Builds on existing long-term partnership (including 2021's $7B 10-year deal). No term disclosed yet. Asia's LNG demand stays robust China locking in more volumes. PETRONAS also recently secured 20-year deal with Pembina's Cedar LNG in Canada for another 1Mtpa. Malaysia positioning as key global supplier. #LNG #NaturalGas #PETRONAS #CNOOC #China #Energy #asian" [X Link](https://x.com/jackprandelli/status/2004656169969676521) 2025-12-26T20:50Z 17.5K followers, [----] engagements "ExxonMobil dominates Big Oil profits and it's all about Upstream dominance Oil & Gas income by segment : #ExxonMobil: $380B total (mostly green: Downstream + blue: Upstream) #Chevron #TotalEnergies BP: $250-300B each heavy downstream/refining Eni: $200B #ConocoPhillips: $70B (almost pure upstream focus) Pure-play upstream giants like Exxon (boosted by Pioneer merger) and Conoco crush integrated majors reliant on volatile refining (downstream) margins. Upstream (exploration/production) is where the real money flows when oil prices hold strong. Who's your pick in energy for [----] Source:" [X Link](https://x.com/jackprandelli/status/2005210047740035347) 2025-12-28T09:31Z 17.6K followers, 25.7K engagements "Woodside signs binding LNG supply deal with Turkey's BOTAS Australia's Woodside Energy said on it had signed a supply agreement with Turkish state-owned petroleum company BOTA to deliver around [---] billion cubic meters of liquefied natural gas for up to nine years starting in [----]. Under the agreement LNG will be sourced mainly from the under-construction Louisiana LNG project in the United States supplemented by supplies from the broader portfolio of Woodside Australia's biggest natural gas producer. #oott https://twitter.com/i/web/status/2005559969865748803" [X Link](https://x.com/jackprandelli/status/2005559969865748803) 2025-12-29T08:42Z 17.7K followers, [----] engagements "While the world watches Venezuela the real story might be next door in Guyana where the world's most important new oil frontier was under direct threat. Maduro's claim to two-thirds of Guyana's territory (Esequibo region) aimed to seize over [--] billion barrels of onshore and offshore oil creating a massive geopolitical risk. The most immediate outcome in capture of Maduro is to neutralize this threat and secure the operating companies stakes in Guyana as well as Western Hemisphere's energy security. By stabilizing Guyana's production which is set to hit [---] million barrels per day the" [X Link](https://x.com/jackprandelli/status/2008298246675021881) 2026-01-05T22:03Z 18K followers, 326.2K engagements "Big Venezuela oil unlock incoming 🛢 Chevron set to get expanded US license THIS WEEK boost production/exports. Marathon Petroleum Valero traders Mercuria & Glencore also in talks for licenses to buy/process Venezuelan heavy crude. US pushing more firms back in post-Maduro shifts could flood Gulf Coast refineries with supply. #oott #Venezuela #Energy https://twitter.com/i/web/status/2011549324690264564 https://twitter.com/i/web/status/2011549324690264564" [X Link](https://x.com/jackprandelli/status/2011549324690264564) 2026-01-14T21:21Z 17.6K followers, 14.9K engagements "Not all oil is created equal🛢 Venezuela holds the largest reserves on paper. But its barrels are ultra-heavy high-sulfur and expensive to move and process. The US and Saudi Arabia sell lighter more flexible crude. Easier to refine Faster to place and Politically safer. This is why oil power isnt just about how much you have. Its about quality infrastructure and optionality. Reserves dont set prices. Deliverable barrels do. Thats the structural constraint on #Venezuela and the advantage for US shale and Gulf producers. Which matters more going forward quality or volume #oott #Energy" [X Link](https://x.com/jackprandelli/status/2012998471796547656) 2026-01-18T21:20Z 17.9K followers, 56.1K engagements "One company dominates them all💰🔥 Saudi Aramco made $216.88B in the last four quarters. Thats more than the next five companies combined. Heres the full list of top oil & gas companies by earnings (US$ billion): [--] #aramco $216.88B [--] #ExxonMobil $49.68B [--] PetroChina International $36.80B [--] Equinor $32.13B [--] TotalEnergies $31.12B [--] Shell $27.35B [--] CNOOC International $27.27B [--] #Chevron $25.45B [--] #Petrobras $19.47B 🔟 ConocoPhillips $14.96B [--] SINOPEC $14.17B [--] bp $12.80B Big Oil is still booming. And one company is miles ahead of the rest. Which company on this list surprises you the most 👇" [X Link](https://x.com/jackprandelli/status/2013037888582086999) 2026-01-18T23:56Z 17.9K followers, [----] engagements "🪨 These rocks run the world 🌍 Steel power grids EVs missiles data centers. They all start here. not in factories but in ores. #Copper iron #Lithium nickel #uranium rare earths. ⚠Different rocks same story: hard to find harder to scale what is important : supply chains geopolitics and time. You cant print metals. And you cant rush mines. Thats why resources are back at the center of power. #mining #minerals https://twitter.com/i/web/status/2013566454403125386 https://twitter.com/i/web/status/2013566454403125386" [X Link](https://x.com/jackprandelli/status/2013566454403125386) 2026-01-20T10:57Z 18.1K followers, 49.7K engagements "Everyone Knows Shell bp and ExxonMobil But the Real Power Sits Somewhere Else Shell bp ExxonMobil are builders. 💰They spend billions drilling holes in the ground. But the traders play a different game. The hidden giants: Vitol Trafigura Glencore. The difference is structural. 👨🏭 Operators Take geological risk Spend capital years before cash flows Make money only if prices cooperate 💡Key metric: Reserves Replacement 👨💼 Traders Take zero geological risk Deploy balance sheet ships storage timing Make money on volatility not direction 💡Key metric: Arbitrage spread Vitol does not care if" [X Link](https://x.com/jackprandelli/status/2013574855501762881) 2026-01-20T11:30Z 17.2K followers, 108.3K engagements "🛢How Big Oil are Printing Money in a Broken Market 📊 [--] year stock price performance (as of Jan [--] 2026) Eni ( $ENI): +39% TotalEnergies ( $TTE): +20% Shell ( $SHEL): +19% bp ( $BP): +17% ExxonMobil ( $XOM): +12% Chevron ( $CVX): +5% ConocoPhillips ( $COP): 6% EOG Resources ( $EOG): 14% Occidental ( $OXY): 17% ⚠What stands out Big dispersion despite similar oil exposure Integrated diversified majors outperformed Upstream-heavy producers lagged European majors beat US peers 🌍Macro backdrop Oil drifted lower through [----]. Inflation cooled toward 2.53%. Rates stayed restrictive pressuring" [X Link](https://x.com/jackprandelli/status/2014106139730870469) 2026-01-21T22:41Z 17.5K followers, [----] engagements "Venture Global scores BIG WIN in Repsol arbitration💥 ICC rejects all claims over Calcasieu Pass cargoes awards fees to VGCP. That's 2/3 major rulings for producers in commissioning fights. Details: Tribunal: VGCP acted as "Reasonable & Prudent Operator" in April [----] COD; spot sales during commissioning OK. VGCP stock +17% after-hours; mgmt: "Honored contracts expect to win all." Scorecard: Shell (Aug 2025): VGCP win (Shell appealing NY court) BP (Oct 2025): BP win ( $1B damages pending 2026) Repsol (Jan 2026): VGCP win Pending: Galp ($500M+) Edison Orlen Unipec Why split Buyers claim breach" [X Link](https://x.com/jackprandelli/status/2014350877830644105) 2026-01-22T14:54Z 17.5K followers, [---] engagements "🚨 BREAKING: Valero and Phillips [--] just bought Venezuelan crude again. 1st time since sanctions were eased. Bought via Vitol $9/bbl discount to #Brent Heavy crude headed to the US Gulf Coast Before [----] US refiners ran up to [---] kb/d of Venezuelan barrels. From Canadian Oil to Venezuelan Oil The US refinery economics coming back fast #oott #Valero #Phillips66 https://twitter.com/i/web/status/2014453718008115692 https://twitter.com/i/web/status/2014453718008115692" [X Link](https://x.com/jackprandelli/status/2014453718008115692) 2026-01-22T21:42Z 17.5K followers, 101.1K engagements "🛢Top Global Contractors for Upstream by Region Over the last [--] quarters #Saipem (soon merged with Subsea7 3rd biggestplayer)emerged as the top upstream contractor globally with $6.3bn in awards ahead of TechnipFMC at $4.6bn. On the client side capital is clearly flowing: @petrobras led issuers with $12.9bn @ADNOCGroup followed with $6.6bn After years of underinvestment upstream spending is rebuilding. Is this the early phase of a new offshore cycler https://twitter.com/i/web/status/2014619066166595818 https://twitter.com/i/web/status/2014619066166595818" [X Link](https://x.com/jackprandelli/status/2014619066166595818) 2026-01-23T08:39Z 17.5K followers, [----] engagements "🛢 Big Shift Offshore Nigeria 💰$510m Same Barrels New Hands. @TotalEnergies has sold its 12.5% stake in the Bonga deepwater field for $510m exiting a core Nigerian offshore asset. Who gains: @Shell Nigeria Exploration and Production Company(55% 65%) @eni (via NAE): 15% @exxonmobil keeps 20% NNPC remains concessionaire Bonga isnt marginal. [--] billion barrels produced since [----] [---] kb/d capacity Shell just sanctioned Bonga North (+110 kb/d before 2030) This is classic portfolio rotation: TotalEnergies trims mature barrels Shell doubles down on deepwater Nigeria Is this the start of another" [X Link](https://x.com/jackprandelli/status/2014647879835500772) 2026-01-23T10:34Z 17.5K followers, [----] engagements "Canada Produces the Oil 💰Others Take the Money 🛢Canada is pumping a record [---] mb/d But the cash mostly flows out. 55%+ of output controlled by CNRL Suncor Cenovus Exxon: 70% of profits head to Texas 70% of oil sands effectively foreign-owned Shell & BP sold but debt and interest still leave Canada 97% of exports go to the U.S. locking in the WCS discount #Canada has the barrels and the workforce. What it doesnt fully control is the upside. Thats the real issue. #oott #Trump https://twitter.com/i/web/status/2015125539325964358 https://twitter.com/i/web/status/2015125539325964358" [X Link](https://x.com/jackprandelli/status/2015125539325964358) 2026-01-24T18:12Z 17.9K followers, 65.6K engagements "🛢 Where Supermajors Really Produce Their Oil & Gas A few countries now dominate supermajor production entitlement. United States The single biggest source. Shale + Gulf of Mexico drive volumes for ExxonMobil Chevron ConocoPhillips and partly BP. The U.S. is the backbone of aggregate production. Middle East & Africa cluster 🌍 Qatar UAE Nigeria Angola. Core LNG deepwater and gas assets for Shell TotalEnergies and Eni. Stable long-life barrels. Kazakhstan Quietly strategic. Tengiz alone [---] kb/d. Key for Chevron ExxonMobil and Eni. Long-duration contract-secure barrels with a different" [X Link](https://x.com/jackprandelli/status/2015447713689559211) 2026-01-25T15:32Z 18K followers, 13.3K engagements "Gold and silver are now 1st and 2nd by global market cap 🥇 #Gold $35T 🥈 #Silver $6T They sit above every equity market crypto or #commodity complex. This is a statement about where global capital trusts value right now. When the [--] oldest monetary assets dominate the leaderboard the message is clear. https://twitter.com/i/web/status/2015711805033562581 https://twitter.com/i/web/status/2015711805033562581" [X Link](https://x.com/jackprandelli/status/2015711805033562581) 2026-01-26T09:01Z 17.5K followers, [---] engagements "🚨Indias refiners want Venezuelan oil but very little is actually being offered to them right now because most of the available supply is being directed to the United States. Indian refiners (like Indian Oil HPCL Bharat Petroleum) say traders have offered only small volumes of Venezuelan crude so far and most of the supply is going to US refiners. Trading houses such as #Trafigura and #Vitol have begun exporting Venezuelan crude under US government licenses and these cargoes are being snapped up first by US and European buyers. Indian refiners say the current pricing discounts on Venezuelan" [X Link](https://x.com/jackprandelli/status/2016077827053875355) 2026-01-27T09:16Z 17.5K followers, [----] engagements "🚨BREAKING: After [--] years of talks India and the EU are set to unveil a historic trade deal. [--] billion people 25% of global GDP A major reset in global trade flows 🌍 If confirmed this redraws supply chains investment routes and geopolitical alignment for the next decade. #india #EU #TradeDeal https://twitter.com/i/web/status/2016078565993857127 https://twitter.com/i/web/status/2016078565993857127" [X Link](https://x.com/jackprandelli/status/2016078565993857127) 2026-01-27T09:19Z 17.5K followers, 114.2K engagements "🚨 EUROPE IS DRIFTING BACK TOWARD A GAS CRISIS At the start of [----] EU gas storage is down to 48%. In January [----] the crisis year it was 44%. 📉 Key risk signals Storage: 48% and falling Prices: +33% in weeks (30 40/MWh) [----] peak: 350/MWh Pre-crisis norm: 45/MWh 🧊 Cold weather is draining inventories fast. 🛢 No Russian gas Full LNG dependence. No real buffer. The market looks calm because flows are holding. But confidence breaks quickly when storage slips below 40%. Not a crisis yet. But the system is fragile again. #LNG #natgas #oott https://twitter.com/i/web/status/2016081089148662103" [X Link](https://x.com/jackprandelli/status/2016081089148662103) 2026-01-27T09:29Z 17.6K followers, [----] engagements "🚨 PetroChina is refusing to touch Venezuelan oil now marketed under US control 🛢 State owned #PetroChina has told its traders not to buy or trade Venezuelan crude since Washington took control of #Venezuelas exports this month according to people familiar with the situation. PetroChina was Chinas largest offtaker of Venezuelan oil before sanctions in [----]. Now its stepping back because the oil is under US control and pricing/terms are uncompetitive. That suggests Venezuelas oil flow to China will shrink and buyers may pivot to alternatives like #Canada #Russia or #Iran instead. This isnt a" [X Link](https://x.com/jackprandelli/status/2016081898955530254) 2026-01-27T09:32Z 18K followers, [----] engagements "🚨Why Is India Walking Away from Discounted Russian Oil While Committing $100BN to Drill at Home ⚠India is making [--] moves at the same time: [--] Modis $100BN drilling push #Modi just unveiled a plan to pour $100BN into oil & gas by [----]. Exploration area expanding to [--] million sq km (from 10% today) 170+ blocks already awarded Andaman & Nicobar positioned as the next frontier Refining capacity targeting [---] MMTPA (6 mb/d) by [----] This is about reducing dependence not chasing todays prices. India still imports 85% of its crude. [--] Russian oil is backing up At the same time Indian refiners are" [X Link](https://x.com/jackprandelli/status/2016171500009590938) 2026-01-27T15:28Z 17.5K followers, 31.8K engagements "🚨 US OIL SUPPLY WARNING ⚠ At $60 oil the U.S. rig count is back to COVID recovery levels. 📉 [---] active rigs today Down 75% from the [----] peak (1590 rigs) Barely above shale bust levels Flatlining despite stable prices 🔥 This is the danger Shale needs constant drilling to hold output Decline rates dont wait Low rigs today = supply shock tomorrow Demand keeps grinding higher. Investment stays muted. Spare capacity shrinks. The market isnt oversupplied. Its under-drilled. And this is how oil breaks higher suddenly. #oott https://twitter.com/i/web/status/2016201592937066862" [X Link](https://x.com/jackprandelli/status/2016201592937066862) 2026-01-27T17:28Z 17.5K followers, 43K engagements "🚨 CHINA JUST WALKED AWAY FROM VENEZUELAS OIL 🛢❌ This is bigger than one headline. 📉 What happened PetroChina told traders to stop buying Venezuelan crude No secondary trading. No grey-zone barrels Even discounted cargoes are off the table ⚠ Why this matters #Venezuela was once #China s key debt-for-oil supplier Now those barrels are being rerouted to the US and Europe Atlantic Basin tightens. Asia loses optionality 🔥 Venezuelan oil is flowing again. But only where Washington allows it. And China just stepped back. #oott https://twitter.com/i/web/status/2016295183755702721" [X Link](https://x.com/jackprandelli/status/2016295183755702721) 2026-01-27T23:40Z 17.9K followers, 13.5K engagements "🚨In [----] #ExxonMobil controls the most significant oil prize in the world Not the Middle East Not West Africa Not the North Sea. Guyana By [----] #Guyana will hit [---] million barrels per day. But the real opportunity isn't just the oil it's the infrastructure keeping it all online. 🚨 Here is what I break down in my latest article: - The $30 Breakeven: Why Guyana "prints cash" while others struggle to survive. - The Geopolitical Shift: How Venezuelas leadership change unlocked billions in "trapped" gas projects. 💰 The company Positioned for huge Return trading at a 40% discount with a $500M+" [X Link](https://x.com/jackprandelli/status/2016503840699236411) 2026-01-28T13:29Z 17.1K followers, [----] engagements "🚨 GUYANA IS BECOMING A [---] MILLION BPD OIL STATE 🛢🔥 This is one of the fastest oil supply expansions on Earth. Production jumps from near zero to [---] mb/d by [----] #GUYANA rivals mid-sized #OPEC producers within a decade Why this is a big deal New low-cost light sweet barrels Outside OPEC+ control Long-life projects locked in for years Structural pressure on Atlantic Basin balances Guyana is becoming a permanent pillar of global oil flows 🌍🛢 🚨The complete breakdown here Don't miss this one 👇 #oott #Venezuela #energy #TrinidadandTobago" [X Link](https://x.com/jackprandelli/status/2016542386017419698) 2026-01-28T16:02Z 17K followers, [----] engagements "🚨 GUYANA JUST BROKE U.S. SHALE ECONOMICS 🛢 #GUYANA breakevens: $2535/bbl US shale breakevens: $4060/bbl That is a $1530/bbl structural advantage Guyana is becoming a permanent pillar of global oil flows 🌍🛢 🚨The complete breakdown here Don't miss this one 👇 #oott #Venezuela #energy https://open.substack.com/pub/themerchantsnews/p/the-4b-play-in-the-caribbean-energyr=tf0g2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/themerchantsnews/p/the-4b-play-in-the-caribbean-energyr=tf0g2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/jackprandelli/status/2016585022803738786) 2026-01-28T18:51Z 17.1K followers, [----] engagements "🚨 CHINA IS LOCKING DOWN AFRICAS PORTS ⚓ 40+ African ports financed built or operated by #China Coverage across Atlantic Indian Ocean Red Sea Several ports. Commercial today military tomorrow PLA Navy access now stretches far beyond Djibouti ⚠ Ports = power. They control #energy #Commodities food and #Military reach. China isnt surrounding #Africa. Its wiring itself into global trade infrastructure. The real risk One day access isnt guaranteed. https://twitter.com/i/web/status/2016795055260901821 https://twitter.com/i/web/status/2016795055260901821" [X Link](https://x.com/jackprandelli/status/2016795055260901821) 2026-01-29T08:46Z 17.5K followers, 112.8K engagements "🚨 CHINA CONTROLS THE MINERALS Not mines. Refining. #China dominates [--] of [--] strategic #minerals 70100% control in rare earths graphite gallium germanium Inputs critical for EVs grids AI data centers defence Many already subject to export controls ⚠ You cant build batteries chips weapons or AI without refined minerals. And China controls the switch. This isnt a supply chain. Its a strategic weapon. https://twitter.com/i/web/status/2016795821140803900 https://twitter.com/i/web/status/2016795821140803900" [X Link](https://x.com/jackprandelli/status/2016795821140803900) 2026-01-29T08:49Z 17.1K followers, [----] engagements "🚨 MOZAMBIQUE LNG IS BACK After [--] years frozen Mozambique LNG is officially restarting. What just happened 👇 🛢 #TotalEnergies relaunches Mozambique LNG 🧑💼 CEO Patrick Pouyann on the ground President Daniel Francisco Chapo presiding One of #Africas largest stalled #LNG projects re-enters the system Capital is flowing back only where gas is strategic. #Mozambique is no longer optional supply It is back on the core LNG chessboard ♟ #oott #energy https://twitter.com/i/web/status/2016800171078656205 https://twitter.com/i/web/status/2016800171078656205" [X Link](https://x.com/jackprandelli/status/2016800171078656205) 2026-01-29T09:06Z 17.2K followers, [----] engagements "METALS ON FIRE 🔥 Here's why 👇 From #Copper to #Lithium and many other #minerals are seeing a (prolonged) season of skyrocketing prices. The most evident example is probably copper both for the extensive use in the overall economy as well as because making records after records Markets are always complicated but here the bottom line of the story is relatively simple. Regardless what scenarios is considered the demand for critical minerals continues to rise (also) by the rapid deployment of #energy technologies. And in some cases supply really struggles to keep pace with demand" [X Link](https://x.com/jackprandelli/status/2016879466899796234) 2026-01-29T14:21Z 17.3K followers, [----] engagements "🚨 CANADA IS A RESOURCE SUPERPOWER AND THE WORLD NEEDS IT 🍁⛏ 🛢 168bn barrels of oil. Top tier globally ☢ 589k tonnes of uranium. Energy security metal 🧂 1.1bn tonnes of potash. Food supply choke point 🌲 3.47m km of forests. Carbon + timber leverage 💧 [---] trillion m of freshwater. Strategic scarcity asset 🥇 [----] tonnes of gold. Monetary hedge This is geopolitical leverage. In a world short #energy food #metals and water. #Canada sits on everything that matters. #oott https://twitter.com/i/web/status/2016913919177060689 https://twitter.com/i/web/status/2016913919177060689" [X Link](https://x.com/jackprandelli/status/2016913919177060689) 2026-01-29T16:38Z 18K followers, [----] engagements "Crude oil is not created equal ⚠ #Guyana Brazil Angola sit in the sweet spot. Low costs high value 💰 #Venezuelas extra-heavy barrels are among the most expensive to run 🛢 Algeria and Ecuador look cheap but scale is limited #Mexico #Nigeria #Libya sit mid-pack with fragile economics Global supply is growing but economic barrels are not. High-cost heavy crude is the first to break when prices slip. I wrote some useful article on Libya Guyana and Venezuela have a look at my newsletter link in my bio #oott https://twitter.com/i/web/status/2017166375546916910" [X Link](https://x.com/jackprandelli/status/2017166375546916910) 2026-01-30T09:21Z 17.4K followers, [----] engagements "Global crude supply sees moderate growth from [----] to [----] led by North America the Middle East and the FSU. The US remains the top producer through [----] backed by shale depth and infrastructure #Russia offsets natural decline with new projects Saudi Aramco leads production entitlements via sustained upstream investment Gazprom and NIOC remain structurally relevant Capex reality North America takes 37% of global upstream capex from [----] to [----] Scale repeatability and low execution risk dominate capital flows #oott https://twitter.com/i/web/status/2017247621052617159" [X Link](https://x.com/jackprandelli/status/2017247621052617159) 2026-01-30T14:44Z 17.9K followers, [----] engagements "🚨 ExxonMobil just 🚀 Q4 Exxon printed $52bn in [----] profits beat Q4 estimates and hit 4.7m boe/d the highest production in 40+ years while returning $37bn to shareholders. A few things stand out: #Brent was down 19% YoY. Exxon still delivered #Permian + #GUYANA volumes did the heavy lifting Refining and trading cushioned weaker prices Capex stayed disciplined not reactive This is no longer a pure oil-price trade. Its a volume + cost + optionality machine. Why it matters now👇 #exxonmobil is built to work around $65 Brent. Any geopolitical risk premium (Iran Hormuz sanctions noise) drops" [X Link](https://x.com/jackprandelli/status/2017261857216610461) 2026-01-30T15:41Z 17.5K followers, [----] engagements "Big Oil was supposed to be dying Instead its printing cash again 💰🛢 @exxonmobil and @Chevron both beat profit expectations despite lower crude prices. What made the difference: Higher production from Guyana Kazakhstan and the Permian Volumes offset price weakness Capital discipline stayed intact Capital returns tell the real story: Exxon keeps $20bn/year in buybacks Chevron raises its dividend +4% year [--] in a row Combined buybacks + dividends: $250bn in [--] years Not bad for an industry that not long ago was declared in a death spiral due to Covid and the energy transition. Was the decline" [X Link](https://x.com/jackprandelli/status/2017272641736827370) 2026-01-30T16:24Z 17.5K followers, [----] engagements "🚨BREAKING: CHEVRON DELIVERS RECORD BARRELS+ RECORD CASH 💰 #Chevron just showed why it remains one of the most disciplined machines in Big Oil. The numbers: Q4 adjusted EPS: $1.52 vs $1.45 expected Q4 production: 4.05m boe/d . +20% YoY FY operating cash flow: $33.9bn (highest ever at similar prices) Free cash flow Q4: $4.2bn Dividend: raised +4% to $1.78/share [--] consecutive years of dividend growth This happened with lower oil prices. That matters Why this Q is strong Hess integration added [---] kb/d #Permian Gulf Tengiz all ramping Costs down $1.5bn already targeting $34bn by end-2026 $1bn" [X Link](https://x.com/jackprandelli/status/2017274676347654310) 2026-01-30T16:32Z 17.1K followers, [----] engagements "Exxon just put a date on it 🛢 @exxonmobil CEO says first LNG from Golden Pass is expected in March. That matters more than it sounds. Golden Pass is one of the biggest US #LNG projects under construction. Once online it adds real volumes at a time when global gas markets are already tight and #Europe is still heavily reliant on US LNG. After delays and cost pressure projects are finally turning into molecules. How fast does Golden Pass ramp and how much pressure does it put on US gas balances going into winter [----] #oott #natgas https://twitter.com/i/web/status/2017277510954733682" [X Link](https://x.com/jackprandelli/status/2017277510954733682) 2026-01-30T16:43Z 17.5K followers, 28.1K engagements "🚨 Exxon says it can handle Venezuelas tough crude According to @exxonmobil CEO Darren Woods the company has the technology to produce and process Venezuelas high-cost heavy crude despite its extra-heavy sour nature and past challenges. Venezuelan reserves (especially the Orinoco Belt) are some of the largest in the world but the oil is extra-heavy and costly to extract and refine. U.S. Gulf Coast refineries are already historically built to handle heavy crude meaning the bottleneck is less about refining than about investment and politics. Exxons statement underscores that the real" [X Link](https://x.com/jackprandelli/status/2017278022823424445) 2026-01-30T16:45Z 17.5K followers, 44.4K engagements "🚨 BIG OILS POWER MAP The market cap leaderboard (Jan 2026): Saudi Aramco: $1.5T ExxonMobil: $526B Chevron: $319B PetroChina: $260B Shell: $210B #oott" [X Link](https://x.com/jackprandelli/status/2017616488652218623) 2026-01-31T15:10Z 17.9K followers, [----] engagements "🛢 US BIG OIL Q4 🚀 Record production. Softer prices. Disciplined spending. And a geopolitical risk premium quietly creeping back into oil. ✅Chevron: Record Output Venezuela Kept on a Leash +12% global production in [----] +16% in the US Permian Hess Corporation Gulf #Tengiz all firing Upstream earnings 30% YoY on weaker realizations [----] capex locked at $1819bn . no Venezuela carve-out #Venezuela today: [---] kbpd Possible upside of +50% in [----] months but only via debottlenecking and workovers. The good part is that is fully self-funded from JV cash flow (No balance-sheet risk) Washington wants" [X Link](https://x.com/jackprandelli/status/2017660366797361302) 2026-01-31T18:04Z 17.3K followers, [----] engagements "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 and expanding reserves Equinor and Eni sit in the healthy middle Shell is borderline BP is the outlier. Sub-50% replacement. Structural shrinkage Capital discipline matters. But you cannot buy back what you dont replace. Over time reserve math beats narrative. #oott https://twitter.com/i/web/status/2017663573644709927" [X Link](https://x.com/jackprandelli/status/2017663573644709927) 2026-01-31T18:17Z 17.6K followers, 19.5K engagements "🛢Oil looks calm Thats the illusion #Brent has been range-bound for years even as shocks piled up. #Russia invades Ukraine #OPEC + cuts output Israel#Iran war risk #Trump threatens Iran Each event added headline risk not a structural break. Why Because spare capacity inventory buffers and financial hedging absorbed the shock. But this also means something important. Geopolitical risk has been compressed not eliminated. The range holds. Until it doesnt. When a shock hits physical flows not headlines this chart will not look flat anymore. I just published a deep dive breaking down: Link for the" [X Link](https://x.com/jackprandelli/status/2017734632280887516) 2026-01-31T22:59Z 17.5K followers, [----] engagements "Oil doesnt move freely. It funnels. Just a handful of chokepoints carry most of the worlds oil. #HormuzStrait : [--] mb/d Strait of Malacca: [--] mb/d Suez + Bab el-Mandeb: [--] mb/d combined Thats not diversification. Thats concentration risk. This is why markets stay calm until they dont. When geography not fundamentals is stressed prices gap before supply even breaks. This is exactly what my latest deep dive explains: Why #Iran #Venezuela How chokepoints reprice oil faster than inventories What history says when transit routes are threatened Markets are pricing optionality not barrels. One" [X Link](https://x.com/jackprandelli/status/2017735525512221103) 2026-01-31T23:03Z 17.5K followers, 10.8K engagements "China is now Indias 1st trading partner at $96.5B The US follows at $94.4B. Energy suppliers dominate the next tier. UAE ($70.1B) #Russia ($43.8B) Saudi Arabia ($27.2B). Energy security first politics second. Asia hubs Singapore and Hong Kong remain critical financial and trading conduits. Europe is present but secondary. Germany at $20.3B Switzerland at $17.1B. This is strategic hedging across power blocs commodities and supply chains. #India isnt decoupling. India is positioning itself at the center. https://twitter.com/i/web/status/2017993358099009797" [X Link](https://x.com/jackprandelli/status/2017993358099009797) 2026-02-01T16:08Z 17.7K followers, 66.1K engagements "Where the 🛢 barrels actually come from Aramco + Exxon sit at the core of global supply growth. Scale + balance sheets still win #GUYANA Namibia Kazakhstan #Brazil are the real growth engines of the decade Africa shows up twice. Not as a concept but as projects with FID and steel in the water #LNG keeps creeping into every top tier portfolio. Oil optionality is no longer enough This is about who controls the marginal barrel between [--------]. And thats where price power will come from. #oott #natgas https://twitter.com/i/web/status/2017997383326736464" [X Link](https://x.com/jackprandelli/status/2017997383326736464) 2026-02-01T16:24Z 17.6K followers, [----] engagements "🌍Global growth in 2026🚀 #China alone drives 26.6% of global real GDP growth. #India adds 17%. US contributes 9.9%. Asia = the engine. China + India + US 54% of global growth. US + EU combined 16%. This is the economic balance of power already shifting" [X Link](https://x.com/jackprandelli/status/2018026163193446781) 2026-02-01T18:18Z 17.6K followers, 22.1K engagements "🛢crude oil is not one product As crude rises through the distillation column hydrocarbons separate by boiling point: Natural gas & LPG (light molecules) Gasoline kerosene jet fuel Diesel Lubricants waxes bitumen (heavy residues) Same barrel. Completely different economics. Thats why: Refinery complexity matters more than headline oil prices Heavy crude discounts can be hugely profitable for the right plants Energy security is about refining capability not just production Oil markets are not about barrels. Theyre about what you can turn those barrels into. #oott" [X Link](https://x.com/jackprandelli/status/2018055021707882795) 2026-02-01T20:13Z 17.6K followers, 66.6K engagements "🛢WTI is finally back on top After a brutal [----] oil has flipped from laggard to leader. WTI crude is 1st on the leaderboard Commodities are outperforming equities Risk assets are not driving this move Its mean reversion + geopolitics + underpositioning. After a year of pessimism oil is being repriced for tight margins supply risk and optionality. #oott #Commodities #WTI https://twitter.com/i/web/status/2018057336674267240 https://twitter.com/i/web/status/2018057336674267240" [X Link](https://x.com/jackprandelli/status/2018057336674267240) 2026-02-01T20:22Z 17.6K followers, [----] engagements "🛢 From Crude Oil to Everyday Products This diagram perfectly illustrates how crude oil moves through the refinery value chain transforming from raw feedstock into fuels chemicals and materials that power modern economies. 🔧 Key stages highlighted: Primary refining (atmospheric distillation) separating crude into LPG naphtha kerosene diesel and residues Secondary processing units (FCC hydrocracking reforming hydrotreating) upgrading lower-value streams into high-value products Downstream industries converting refinery outputs into fuels petrochemicals polymers and fertilizers 🌍 Beyond" [X Link](https://x.com/jackprandelli/status/2018059942335316055) 2026-02-01T20:32Z 17.7K followers, 14.8K engagements "OPEC+ froze its planned March output hike as expected citing a still-loose supplydemand balance. But that decision is secondary. Over the next few months oil prices will be shaped far more by two forces outside OPEC+s direct control. Not quotas. Not meetings. But what actually hits the market. #OPEC #oott https://twitter.com/i/web/status/2018098776645284049 https://twitter.com/i/web/status/2018098776645284049" [X Link](https://x.com/jackprandelli/status/2018098776645284049) 2026-02-01T23:06Z 17.1K followers, [----] engagements "🚨Carlyle is in talks with UAE capital on Lukoils international assets US private equity platform UAE sovereign balance sheets Russian seller under sanctions Assets spread across [--] regions . Iraq and Eastern Europe This is the mechanism. Sanctions reroute ownership. Western PE provides compliance cover. Sovereigns provide capital and patience. OFAC approval is the clearing level. Not valuation. Notice the preference. Upstream oilfields Refining capacity Potential trading exposure Integrated barrels survive sanctions better than standalone assets. This is not capital exiting energy. Its" [X Link](https://x.com/jackprandelli/status/2018262447425994949) 2026-02-02T09:57Z 17.5K followers, [----] engagements "💰How US Big Oil are Printing Money in a Broken Market #Brent at $63/barrel used to mean emergency cost cuts and dividend risk. Today Record production (4.7M boe/d for Exxon) Earnings beating estimates $64B returned to shareholders In [----] these same prices triggered panic. In [----] they're generating fortress cash flows. Something fundamental broke in the oil business model 🚨 I just published a deep dive breaking down: ✅ How the Q4 numbers are actually possible for #ExxonMobil and #Chevron ✅The Hormuz + Venezuela variables ✅ Why integrated models are printing money in weak oil ✅ What happens" [X Link](https://x.com/jackprandelli/status/2018316945481756967) 2026-02-02T13:33Z 17.5K followers, [----] engagements "Venture Global tapped Worley to expand its LNG export terminal in Louisiana. The mechanism matters. Brownfield expansion Faster execution than greenfield Lower capital intensity Volumes timed into tight global LNG windows This is not about US supply abundance. Its about when molecules hit the water. #Louisiana #LNG clears Europe. And increasingly Asia. Engineering contracts come first. Cargoes follow later. So the real question. Does this capacity arrive into shortage or into the next LNG glut #oott #VentureGlobal #Natgas https://twitter.com/i/web/status/2018317925266935839" [X Link](https://x.com/jackprandelli/status/2018317925266935839) 2026-02-02T13:37Z 17.9K followers, [----] engagements "💰ExxonMobils downstream earned $3.4B in Q4 Up +80% QoQ🚀 This is the mechanism. Refining margins widened Diesel and gasoline cracks strengthened North America throughput hit records Inventory effects turned favorable No upstream heroics. No price rally required. Refining monetizes volatility. Not direction. When crude is noisy. Complex systems win. This is why integrated majors matter. Upstream absorbs shocks. Downstream prints cash. 🚨If you want to know more do not miss my latest article about "How US Big Oil are Printing Money in a Broken Market" Full Article👇 #oott #Energy #Brent #WTI" [X Link](https://x.com/jackprandelli/status/2018350471442809084) 2026-02-02T15:47Z 17.5K followers, [----] engagements "🚨🛢Devon + Coterra create the largest horizontal-operated portfolio in the US This is the structure. All-stock merger Devon holders 54% Coterra holders 46% No balance sheet stress This is the mechanism. Delaware scale unlocks drilling efficiency Inventory depth extends runway Capital allocation tightens Marginal barrels get cheaper This is the biggest US shale deal since ExxonPioneer [----]. Rumored for years. Operational logic finally clears. Volumes matter. On [----] pro-forma output. This combination tops US operators. Exxon may challenge in [----]. But today the scale is undeniable. Does shale" [X Link](https://x.com/jackprandelli/status/2018360205252460588) 2026-02-02T16:25Z 17.5K followers, [----] engagements "G7 Vs. BRICS💰 The Leaders: US GDP $31.8T China $20.7T G7 total $54.5T. BRICS $34.8T and rising. G7 grows slower but richer BRICS grow faster but uneven Power shifts via growth not dominance #India stands out 📈 catching up fast. #China #Trade" [X Link](https://x.com/jackprandelli/status/2018620441104196007) 2026-02-03T09:39Z 17.9K followers, [----] engagements "🚨Citi Close To Winning Lead Advisory Role on Glencore's $260 Billion Merger with Rio Tinto 🏆 Swiss mining giant #Glencore is reportedly close to appointing #Citi as the lead investment bank for its potential merger with Rio Tinto. The proposed all-share transaction would create the world's largest #miner with an enterprise value exceeding $260 billion. The deal would establish the world's largest #Copper company controlling 7% of global mined copper supply at a time when AI and the #energy transition are driving massive demand for the metal. Citi previously led Glencore's [----] IPO and" [X Link](https://x.com/jackprandelli/status/2018696578987409652) 2026-02-03T14:42Z 17.7K followers, [----] engagements "US produces 13+ mb/d. More than anyone else🚀 Russia [--] mb/d. Saudi [--] mb/d. US shale sets the marginal barrel Supply responds faster Policy feeds straight into output #OPEC manages volumes. The US moves the balance. Thats why prices react to Washington. Before Riyadh or Moscow The center of gravity hasnt shifted. If the US is the backbone Who really controls the next oil cycle #oott #WTI #Brent #Russia https://twitter.com/i/web/status/2018698496467984573 https://twitter.com/i/web/status/2018698496467984573" [X Link](https://x.com/jackprandelli/status/2018698496467984573) 2026-02-03T14:50Z 17.3K followers, 13.8K engagements "The Mining Giants That Actually Control Supply in [----] ⛏⚡ This is the real power list; $BHP $SNP (China Shenhua) $RIO $VALE $GLEN $SCCO $NEM $MAADEN $ZIJMF $FMG Whoever owns these names. Owns the global bottlenecks. #mining #minerals #Metals" [X Link](https://x.com/jackprandelli/status/2018739725675225381) 2026-02-03T17:33Z 17.9K followers, [----] engagements "Shell sells 20% of its offshore Brazil Orca project. Buyer Kuwaiti firm Capital recycled Exposure trimmed Control retained #Brazil deepwater stays core. But balance sheets matter more now. Majors arent leaving barrels. Theyre reshaping ownership. Is this portfolio optimization #oott https://twitter.com/i/web/status/2018852059827622269 https://twitter.com/i/web/status/2018852059827622269" [X Link](https://x.com/jackprandelli/status/2018852059827622269) 2026-02-04T01:00Z 17.8K followers, [----] engagements "Reserves dont equal power🛢 Access does #Venezuela holds [---] bn barrels. #Iran [---] bn. #Iraq [---] bn. The US knows this Recent moves arent random Pressure on Iran stays tight Venezuela access is negotiated Iraq remains strategically managed Gulf partners stay anchored Washington doesnt need the biggest reserves. It needs leverage over the ones that matter. Flow beats stock. Control beats ownership. #oott https://twitter.com/i/web/status/2019013101434122711 https://twitter.com/i/web/status/2019013101434122711" [X Link](https://x.com/jackprandelli/status/2019013101434122711) 2026-02-04T11:40Z 17K followers, [----] engagements "🌍Africa Is Big Oils New Growth Engine 🛢 [---] Billion Barrels and low Breakevens After a years of divestments and under-investment majors are rebuilding long cycle oil inventories. 💡The focus: West & Southern Africa deepwater How the majors are positioned Chevron is building exposure across #Namibia and #Angola explicitly targeting high-impact exploration with low unit costs and lower emissions intensity. TotalEnergies is doubling down on African deepwater it believes can deliver scale + longevity. Both are swapping mature barrels for fewer bigger more profitable projectswhile keeping group" [X Link](https://x.com/jackprandelli/status/2019099398110581231) 2026-02-04T17:23Z 17.5K followers, [----] engagements "Venezuelas oil exports jumped 60% in one month🚀 🛢From [---] kbpd [---] kbpd from Dec to Jan Vitol + Trafigura moved [---] kbpd via Caribbean hubs Cargoes re-exported to the US Europe India #Chevron restarted heavy crude to US Gulf at [---] kbpd Combined flows [---] kbpd under the new US-controlled barrels ⚠I just published my latest Article on How US Just Captured [--] Million bpd of Chinas Lifeline📷 #Russia #China #Trump #Iran #Venezuela https://open.substack.com/pub/themerchantsnews/p/how-us-just-captured-15-million-bpdutm_campaign=post-expanded-share&utm_medium=web" [X Link](https://x.com/jackprandelli/status/2019156224000791009) 2026-02-04T21:08Z 17.6K followers, [----] engagements "💰 How Chevron REALLY made money in [----] Not price Execution The stats: $189B revenue -7% YoY $12B net income -30% YoY $13B upstream profit did the heavy lifting $108B spent on crude $33B operating costs What mattered US + International upstream paid the bills Downstream added just $3B Everything else lost money Big Oil isnt a price trade anymore. Its a discipline trade. #oott #chevron https://twitter.com/i/web/status/2019335417154215975 https://twitter.com/i/web/status/2019335417154215975" [X Link](https://x.com/jackprandelli/status/2019335417154215975) 2026-02-05T09:00Z 17.6K followers, [----] engagements "⚛ Europes Nuclear Power Map Tells a Brutal Story Nuclear isnt Europewide. Its France centric EU total: [---] TWh #France alone: [---] TWh 58% of all EU nuclear #Sweden : [--] TWh #Spain : [--] TWh #Finland: [--] TWh Many EU countries: zero nuclear Europes power stability hinges on one country Nuclear resilience evenly distributed When French reactors sneeze EU power prices catch a cold Does Europe double down on nuclear expansion or keep outsourcing energy security to markets and weather #nuclear #uranium #energy https://twitter.com/i/web/status/2019357936238100897" [X Link](https://x.com/jackprandelli/status/2019357936238100897) 2026-02-05T10:30Z 17K followers, [----] engagements "🛢 India Is Buying Venezuelan Oil 💥 Reliance just bought a VLCC with [--] million barrels of Venezuelan crude from Vitol. $6.57/bbl discount to ICE #Brent April delivery One single cargo. One clear signal Venezuelan crude isnt back. Its selectively clearing. At what discount does demand really disappear #oott #India #Venezuela https://twitter.com/i/web/status/2019359459022196826 https://twitter.com/i/web/status/2019359459022196826" [X Link](https://x.com/jackprandelli/status/2019359459022196826) 2026-02-05T10:36Z 17.7K followers, [----] engagements "🛢 Shell Q4 Results Shell just delivered a very clear message to the market. Earnings are softer Cash returns are not. Q4 [----] adjusted earnings: $3.3bn (-11% y/y) Missed consensus on weaker oil prices taxes and trading $3.5bn new buyback announced for the next [--] months [--] consecutive quarters with buybacks $3bn Dividend raised +4% to $0.372/share By end [----] @Shell has bought back over 25% of its shares in just [--] years. That is a massive capital return cycle by European standards. Whats working Refining margins strong #LNG back to normal pre Covid profitability Portfolio high graded toward" [X Link](https://x.com/jackprandelli/status/2019395430988070934) 2026-02-05T12:59Z 17.7K followers, [----] engagements "⚠ The Valuation Gap Is Getting Hard to Ignore Europe vs the US supermajors The numbers: Shell $224B #TotalEnergies $165B bp $103B $492B combined Now compare: #ExxonMobil $617B #Chevron $360B This is strategy and perception. US majors priced for cash flow and discipline European majors discounted for complexity and mixed signals 💰Capital rewards clarity not narrative #oott https://twitter.com/i/web/status/2019432457427173726 https://twitter.com/i/web/status/2019432457427173726" [X Link](https://x.com/jackprandelli/status/2019432457427173726) 2026-02-05T15:26Z 17.9K followers, [----] engagements "📦 The World Runs on Imports Some More Than Others This map shows imports as % of GDP. EU average 46% structurally trade dependent US 14% scale = insulation #China 17% manufacturing depth matters Small hubs dominate the top: Hong Kong 178% #Luxembourg 160% #Singapore 144% High import reliance = exposure to freight FX geopolitics Low reliance = policy flexibility and shock absorption Global trade isnt fragile everywhere. Its fragile where dependence is highest. #trade #GDP https://twitter.com/i/web/status/2019435626202792446 https://twitter.com/i/web/status/2019435626202792446" [X Link](https://x.com/jackprandelli/status/2019435626202792446) 2026-02-05T15:39Z 17.7K followers, [----] engagements "🛢 Lukoil Assets Are Still in Play The Carlyle talks didnt close the door. They opened the race. At least [--] rival bidders including #Chevron are now pursuing Lukoils international assets. Sanctioned assets still attract top-tier buyers Global portfolios = upstream + refining + trading optionality Capital is circling even in complex jurisdictions This isnt about #Russia. Its about who controls global barrels next. Does this turn into a bidding war #oott #lukoil https://twitter.com/i/web/status/2019436912608489772 https://twitter.com/i/web/status/2019436912608489772" [X Link](https://x.com/jackprandelli/status/2019436912608489772) 2026-02-05T15:44Z 17.5K followers, [----] engagements "🚨Breaking news: Rio Tinto and Glencore have abandoned plans for a $260bn megadeal that would have created the worlds largest mining group. #Glencore #RioTinto #mining #copper" [X Link](https://x.com/jackprandelli/status/2019437254142468182) 2026-02-05T15:45Z 17.9K followers, [----] engagements "A lot has been said. A lot has been debated. Now lets look at what commodities actually did over the last year. #Oil 10% Low prices feel fine in the short term. But they quietly choke capex. Underinvestment always shows up later as tighter supply. Thats how oil cycles turn. #Copper 35% Electrification. EVs. Grids. AI data centers. Demand is structural. Supply is slow capital-intensive and constrained. Price is just following the math. #Gold 72% Not just inflation. Not just fear. This is about currency credibility central bank buying and real rates. #Silver 159% Half monetary. Half industrial." [X Link](https://x.com/jackprandelli/status/2019444702928404735) 2026-02-05T16:15Z 18.1K followers, [----] engagements "Shell Targets Venezuelas Dragon Gas for Trinidad LNG Shell plans to bring Venezuelas Dragon gas field online within [--] years and route gas to Trinidad & Tobago for LNG exports CEO Wael Sawan said. Trinidads Atlantic LNG has been constrained by gas shortages Dragon gas could restore LNG and petrochemical throughput Project hinges on US licences sanctions and cross-border approvals Signals Shells selective return to high-impact upstream gas This isnt just new supply. Its energy optionality for Trinidad and a geopolitical test case for sanctioned gas. If approvals come through does Trinidad" [X Link](https://x.com/jackprandelli/status/2019717401562980438) 2026-02-06T10:18Z 18.2K followers, 10.3K engagements "Imagine being a country with no major natural resources. And choosing higher energy costs anyway. Imagine relying on energy-intensive industries. and deliberately squeezing their competitiveness. Imagine a world where AI and data centers drive power demand higher every year. And opting out of cheap reliable energy. ⚠Now imagine doing all of this voluntarily. #Germany didnt lose its edge overnight. It chose to give it up. #energy #nuclear" [X Link](https://x.com/jackprandelli/status/2019719129196908582) 2026-02-06T10:25Z 17.2K followers, [----] engagements "🚨2026 is coming in hot for NGL markets This year is being shaped by supply shifting trade flows and policy cross-currents. NGLs sit right in the middle of it. Middle East: Mega gas projects add real volume but geopolitics inject constant uncertainty. Supply growth isnt linear anymore. #China vs #India: China is diversifying LPG sources. India is locking in long-term US tenders to gain pricing leverage. Same market opposite strategies. United States: US ethane and LPG remain the global anchor. But oversupply terminal bottlenecks and a growing VLEC fleet are reshaping margins and routes. Asia:" [X Link](https://x.com/jackprandelli/status/2019719955374108970) 2026-02-06T10:28Z 17.1K followers, [----] engagements "🚨 Silver Supply Check Latest production snapshot shows how concentrated silver supply really is 👇 🥇 Fresnillo: [----] Moz KGHM: [----] Moz ⛏ Newmont: [---] Moz 🌎 Southern Copper + Glencore: [--] Moz combined Most producers sit below [--] Moz per quarter. #Silver demand is rising (solar grids AI) but supply growth is thin and slow. Any disruption hits prices fast ⚡ Do you see miners ramping supply or prices doing the work instead https://twitter.com/i/web/status/2019822385717796958 https://twitter.com/i/web/status/2019822385717796958" [X Link](https://x.com/jackprandelli/status/2019822385717796958) 2026-02-06T17:15Z 17.7K followers, [----] engagements "⚡ Global power demand is accelerating. The West isnt driving it💥 What the data says 👇 🌍 80% of demand growth (20252030) comes from emerging economies China + India are the core engines 🏭 Advanced economies grow. But marginally 🤖 Electrification AI data centers = structural load not cyclical The global energy system is being built for where demand is growing not where capital markets are loudest. #Energy security grids #fuels and #metals will follow this shift. Are policies and investments aligned with where electricity demand is actually coming from" [X Link](https://x.com/jackprandelli/status/2019822788127736083) 2026-02-06T17:17Z 17.5K followers, [----] engagements "ConocoPhillips: Pay First Drill Later ConocoPhillips says #Venezuela must repay $1012bn in arbitration awards for expropriated assets before any return to drilling. CEO Ryan Lance is clear. Debt recovery comes before new investment despite political pressure to restart Venezuelan output. no cash no comeback. #oott https://twitter.com/i/web/status/2019827869304623223 https://twitter.com/i/web/status/2019827869304623223" [X Link](https://x.com/jackprandelli/status/2019827869304623223) 2026-02-06T17:37Z 18K followers, [----] engagements "⚡ Energy Power Is Concentrated in Just [--] Countries That's the real secret to rule the 🌎 China and the United States dominate almost everything that matters 🪨 Coal: China = 52% of global production 🛢 Crude oil: US = 21% Saudi Arabia = 11% Russia = 11% 🔥 Natural gas: US = 25% of global output ☢ Nuclear: US = 30% China catching fast at 16% 🌊 Hydro: China = 30% ☀ Solar: China = 39% 🌬 Wind: China = 40% 🌽 Biofuels: US = 37% Brazil = 22% #energy #oott #natgas #coal #China https://twitter.com/i/web/status/2019830813664198922 https://twitter.com/i/web/status/2019830813664198922" [X Link](https://x.com/jackprandelli/status/2019830813664198922) 2026-02-06T17:49Z 17.8K followers, 10.1K engagements "🚨Trump Is Rewiring OPEC From the Inside 💰Exxon & Chevron Are the Main Beneficiaries Trump is reshaping who controls the next decade of oil supply Not by pumping more US shale By reopening #OPEC-linked barrels to US majors. Heres the play: #Venezuela After Maduros removal Washington is steering exports and pushing $50100bn of potential reinvestment. #Iran pressure Tariffs and military signaling are forcing buyers to rotate away from Tehran. #Russia Sanctions At the same time the White House is backing ExxonMobil and Chevron in negotiations across: Iraq Libya Algeria Kazakhstan " [X Link](https://x.com/jackprandelli/status/2019837612194754946) 2026-02-06T18:16Z 17.5K followers, [----] engagements "🚨 Copper Margins Are Blowing Out 🔺 Copper prices near cycle highs 🔻 C1 costs historically low ➕ Gold & silver by-product credits at records Whats happening By-products are offsetting mining costs Energy and processing costs havent caught up Margins are at multi-year highs This is a margin super-cycle for copper producers. Do miners reinvest aggressively or return cash before costs snap back #copper #mining #metals https://twitter.com/i/web/status/2020169344878084132 https://twitter.com/i/web/status/2020169344878084132" [X Link](https://x.com/jackprandelli/status/2020169344878084132) 2026-02-07T16:14Z 17.9K followers, 14.2K engagements "🚨 Gold just overtook the US dollar in central bank reserves Gold share: 13% 24% (20212025) 📈 US debt share: 28% 23% 📉 [----] is the first year gold leads. This isnt about fear or inflation. Its about trust sanctions risk and currency credibility. Central banks arent trading. Theyre re-anchoring. If reserves are shifting quietly when do markets fully catch up #gold https://twitter.com/i/web/status/2020173828924518809 https://twitter.com/i/web/status/2020173828924518809" [X Link](https://x.com/jackprandelli/status/2020173828924518809) 2026-02-07T16:32Z 17.8K followers, [----] engagements "USIndia trade deal just rewired oil flows 💰And its a tailwind for Exxon + Chevron This is an energy corridor being formalized. What just happened The US cut tariffs on Indian goods to 18% from 50% ⚠#Trump rescinded the extra 25% penalty tariff that was tied to Indias Russian oil buying via executive order. The framework says #India will buy $500B of US goods in [--] years explicitly including oil and gas. The US version links this to India shifting oil buying toward the US and #Venezuela. Why this matters for Exxon and #Chevron India is the worlds 3rd crude importer. Replacing [---] mb/d of" [X Link](https://x.com/jackprandelli/status/2020203310204977269) 2026-02-07T18:29Z 17.6K followers, [----] engagements "🚨 CHINAS $1.19 TRILLION SURPLUS ⚔THIS IS THE REAL TRADE WAR MAP Forget slogans Follow the money China just printed one of the largest trade surpluses in history. And the partners tell you exactly where pressure will land next. Hong Kong: +$304B United States: +$280B #India: +$116B Vietnam: +$100B Netherlands: +$73B UK: +$66B 👉 Top [--] alone = $700B+ 👉 Asia + US dominate the imbalance 👉 Europe is exposed but fragmented 📌 Why this matters now Tariffs are back Supply chains are being forced to move India is being courted not pressured Vietnam is in the crosshairs Europe talks strategy" [X Link](https://x.com/jackprandelli/status/2020209406663684303) 2026-02-07T18:53Z 17.9K followers, [----] engagements "Coal exits look clean on paper Power systems feel the consequences later. Ireland is now the 8th country to phase out coal. Others include the UK Portugal Austria Belgium Sweden. What changes after coal is gone Systems lean harder on gas imports interconnectors or weather Power price volatility rises not falls Coal phase-outs work only when replaced by firm capacity. Nuclear hydro storage at scale or guaranteed gas back-up. Otherwise coal isnt eliminated. Its outsourced. #oott #energy #coal https://twitter.com/i/web/status/2020796869887107550" [X Link](https://x.com/jackprandelli/status/2020796869887107550) 2026-02-09T09:48Z 17.8K followers, [----] engagements "🚨Whats really driving power demand to [----] Industry ⚙ Electrification of steel chemicals mining. Still the biggest volume driver. Buildings 🏢 Cooling appliances urbanisation. Quietly massive. Structurally locked in. Data centres & AI 🧠⚡ Small base. Explosive growth post-2025. Power not chips is the bottleneck. Heat pumps 🔥➡⚡ Policy-driven shift from gas to power. Europe and Asia lead. Transport (EVs) 🚗 Becomes material after [----]. Adds convexity not bulk. This is a permanent reset of the energy system around electricity. #energy #power #AI #datacenters #electrification" [X Link](https://x.com/jackprandelli/status/2020890089186845005) 2026-02-09T15:58Z 17.6K followers, [----] engagements "🛢 OILS PEAK JUST MOVED. AGAIN. 🚀 AND IT MOVED HIGHER Vitol just rewrote the oil demand story Peak demand now [---] mb/d Timing pushed to the mid-2030s [----] demand still +5 mb/d vs today Last years view: earlier peak and faster decline This year: longer bigger and stickier 💰 Why Vitol flipped Growth beats decarbonisation Energy security beats targets Competitiveness beats ideology Geopolitics now shapes policy Vitol trades 7% of global oil every day. Runs refineries Runs retail and Sees flows before data. When #Vitol changes its view its because the physical market already did. ⚠ If this" [X Link](https://x.com/jackprandelli/status/2020893479073685926) 2026-02-09T16:12Z 17.6K followers, [----] engagements "🛢 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 action 🧩 What Shell can do Debottlenecking (US #Brazil Nigeria) Frontier exploration (#Namibia ) #Venezuela gas (license risk) That plugs maybe [------] kb/d by [----]. 💥 Why BP keeps coming up One of the few portfolios big enough #LNG Caspian US shale One deal Gap closed. ⚠ The choice No deal shrinking production capped returns Big deal volume" [X Link](https://x.com/jackprandelli/status/2020919169479245833) 2026-02-09T17:54Z 17.9K followers, 10.8K engagements "@t_o_m_r @conocophillips is going to be live the 18th. but analysis and forecast are already disclosed" [X Link](https://x.com/jackprandelli/status/2020925767232913895) 2026-02-09T18:20Z 18K followers, [---] engagements "@t_o_m_r @conocophillips You will see in the article is written why" [X Link](https://x.com/jackprandelli/status/2020928547712532930) 2026-02-09T18:31Z 18K followers, [--] engagements "🚨 BIG OIL MADE A CHOICE MARKETS KEPT SCORE WINNERS AND LOSERS ARE CLEAR 🟢#ExxonMobil: runaway leader 🟢#Chevron: strong consistent rerating 🟡 Shell: solid but capped 🟡 #TotalEnergies: steady diversified 🔴 bp: persistent underperformance ⚠ What actually mattered Capital discipline beat transition slogans Cash flow narratives Buybacks promises Oil & gas exposure premature exits BP tried to lead the energy transition in [----]. Markets punished the experiment. Exxon and Chevron doubled down on: Upstream scale Cost control Shareholder returns They got rewarded. 💡Markets dont price intentions." [X Link](https://x.com/jackprandelli/status/2021146987660300665) 2026-02-10T08:59Z 17.7K followers, [----] engagements "🛢 OIL & GAS.WHAT REALLY MOVED PRICES Prices werent about [--] factor they were about friction everywhere. What changed the market 🌍 [----] = volatility year Geopolitics (Venezuela Middle East) OPEC+ assertiveness US deregulation weak macro growth. Expectations reset constantly. 🔁 Demand outlook revised UP Energy transition hitting bottlenecks. Fossil demand proving stickier as global consumption rises. 📉 Short-term oversupply risk Crude and LNG face pressure near term. LNG boom pushes price convergence. Henry Hub up. Global LNG prices down. Margins squeezed. 🤝 M&A back on the table Upstream" [X Link](https://x.com/jackprandelli/status/2021173988496396313) 2026-02-10T10:46Z 17.6K followers, [----] engagements "🚨 BP Q4 [----] 💰$1.54BN PROFIT BUYBACKS PAUSED BPs Q4 wasnt a blow up But it was a strategic reset. $1.54bn Q4 [----] underlying profit (in line with consensus) +32% YoY quarterly profit growth $750m buyback completed in Q4 now suspended Dividend maintained but growth muted What actually changed bp is admitting in capital allocation terms that parts of its energy-transition portfolio dont clear the return bar. ♟The strategic signal is clear [--] Balance-sheet discipline comes 1st [--] Transition assets must earn real returns [--] #Hydrocarbons remain the core cash engine This confirms what the market" [X Link](https://x.com/jackprandelli/status/2021179381570314407) 2026-02-10T11:08Z 17.7K followers, [----] engagements "+ POWER REALITY CHECK 💥NATURAL GAS STILL RUNS NORTH AMERICA Forget the narratives. Look at the grid. In [----] the biggest source of power across most US states and Canadian provinces is still fossil based. #oott #energy #Canada" [X Link](https://x.com/jackprandelli/status/2021235575483674687) 2026-02-10T14:51Z 18K followers, [----] engagements "🚨 Chips arent the problem anymore ⚡ Power is 🤖 AI outruns the grid by [----] Energy becomes the bottleneck The market rotation youre seeing isnt about loving Big Oil again. Its about energy reality catching up with AI ambition. 💻 Big Techs AI buildout hit a wall $660bn+ in #AI capex planned for [----] #Amazon alone: $200bn #Meta : $135bn nearly [--] YoY Data centers chips cooling. All power-hungry The constraint is energy availability reliability and cost. ⚡ AI demand is outrunning the grid Data centers are locking long-term power contracts years ahead Gas-fired generation is back as the swing" [X Link](https://x.com/jackprandelli/status/2021272170479923678) 2026-02-10T17:16Z 17.7K followers, [----] engagements "🌍💥 Oil Trade Flows Who Buys Who Sells and Why It Matters Global crude oil flows are reshaping geopolitics and the numbers tell the story 👇 📊 Top Importers (2024): #China: [----] mb/d Russia is its 1st supplier U.S.: [---] mb/d 62% comes from Canada Europe: [---] mb/d 25% from Africa 21% from the U.S. #India: [---] mb/d heavy reliance on Russia & Middle East 📊 Top Exporters (2024): #Russia: [---] bn barrels 81% goes to China & India Saudi Arabia: [---] bn barrels core suppliers to China India and Asia Pacific #UAE: [---] bn barrels Iraq: [---] bn barrels #Africa (aggregate): [---] bn barrels #oott #energy" [X Link](https://x.com/jackprandelli/status/2021306221312307282) 2026-02-10T19:32Z 18K followers, [----] engagements "🚨 Europe cut off Russian gas and replaced it with American LNG spending billions in the process. What it means More room for US #LNG The real challenge isnt supply. Its infrastructure and integration. 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) If you want to know why is a great investment have a look link in the comments👇 #Russia #energy" [X Link](https://x.com/jackprandelli/status/2021582204053147929) 2026-02-11T13:48Z 17.8K followers, [---] engagements "Venezuela: From oil windfall to social collapse Key phases: [--------]. High oil prices + redistribution. Poverty falls from 50% to near 25%. Extreme poverty drops below 10%. [--------]. Oil price collapse. Fiscal model implodes. [--------]. Sanctions + production crash. Poverty surges above 90%. Extreme poverty peaks near 75%. [--------]. Partial dollarization + limited stabilization. Poverty improves but remains 75%. Extreme poverty still 3540%. This is the resource curse under mismanagement. When 90% of exports depend on oil fiscal discipline is not optional. Once production collapses and access" [X Link](https://x.com/jackprandelli/status/2021730515959628209) 2026-02-11T23:38Z 18.1K followers, [----] engagements "📈 BEST PERFORMING OIL MAJOR IN [----] It was TotalEnergies +20% +17% BP +17% Shell +12% Exxon +5% Chevron 🛢 #Brent down 20% What does it tell you Capital discipline matters more than price. Cash returns + flexibility beat volume growth. The market is rewarding balance sheets not barrels. In a falling oil tape stock selection beats commodity exposure. #oott" [X Link](https://x.com/jackprandelli/status/2021859131921965559) 2026-02-12T08:09Z 18.1K followers, [----] engagements "🚨 THE ENERGY GAP IS NOT CLOSING Its scaling with income US [------] GJ per person #India [----] GJ per person DR Congo [--] GJ per person Huge gap between richest and poorest Why Industrialisation drives energy intensity Urbanisation multiplies electricity demand Mobility = oil demand Income growth = appliance growth If billions move from $5k to $15k GDP per capita: Power grids must triple LNG demand structurally rises Oil demand plateaus later than expected Coal exits slower than models assume Per capita #energy use is a proxy for wealth. And most of the world is still at the bottom left of that" [X Link](https://x.com/jackprandelli/status/2021899928683925947) 2026-02-12T10:51Z 18.1K followers, [----] engagements "From euphoria to liquidation. Fast These were the top performing metals of 2025: #Silver #Platinum #gold #Copper . Now zoom out. What youre seeing now is not a change in fundamentals. Its a leverage reset. Crowded trades ETF outflows Margin calls Forced selling Thats how leaders turn into crash leaders. #metals https://twitter.com/i/web/status/2017516478275215576 https://twitter.com/i/web/status/2017516478275215576" [X Link](https://x.com/jackprandelli/status/2017516478275215576) 2026-01-31T08:33Z 18.2K followers, [----] engagements "What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why 🔹 Namibia: 6.2B barrels discovered first oil 2029-2030 🔹 Angola: $70B committed through [----] 🔹 West Africa: 40% of global high-impact wells in [----] 🔹 Nigeria: Reformed regulations IOCs returning The constraint Global offshore rig fleet collapsed 50% (2014-2024). Can't be rebuilt quickly (3-4 year lead times). The opportunity One company with the World's largest fleet huge backlog (2+ years" [X Link](https://x.com/jackprandelli/status/2020165931670868010) 2026-02-07T16:01Z 18.2K followers, 26K engagements "🚨 Critical Minerals Reality Check Who digs them up who controls them ⛏ Extraction #Copper Chile #Nickel Indonesia Cobalt DRC Lithium Australia Rare earths China 🏭 Processing Copper Nickel Cobalt Lithium Rare earths #China dominates Mining is global. Control is Chinese. Processing not extraction is the real choke point in energy EVs and defense. Who cracks processing first: the US Europe or no one https://twitter.com/i/web/status/2020171773526921686 https://twitter.com/i/web/status/2020171773526921686" [X Link](https://x.com/jackprandelli/status/2020171773526921686) 2026-02-07T16:24Z 18.2K followers, 35.3K engagements "U.S. oil production just posted its first annual decline since [----]. 20212024: strong post-COVID rebound 2024: growth already slowing 2025: momentum fades 2026: production turns negative This isnt a collapse. Its a plateau turning into a rollover. Why this is happening Tier-1 shale inventory is thinning Capital discipline is real not rhetoric Decline rates are unforgiving M&A replaces drilling not growth The bigger implication⚠ U.S. shale is no longer the automatic swing supplier. Every missing barrel now matters more. That shifts leverage back to: OPEC+ Geopolitics Inventory shocks 🛢 The" [X Link](https://x.com/jackprandelli/status/2021355117644042260) 2026-02-10T22:46Z 18.2K followers, 19.4K engagements "🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) While the market worries about quarterly earnings this company just locked in [--] years contracted cash flows on infrastructure that won't even start operating until [----]. In my latest analysis I break down: 📊 The Numbers: How US LNG exports hit [---] million tonnes and where demand goes next 🚧 The Permian Problem: Why gas traded negative and what $15B in new pipes means 🎯 The Company ⚡ LNG + AI Convergence:" [X Link](https://x.com/jackprandelli/status/2021554046532743425) 2026-02-11T11:56Z 18.2K followers, 13.6K engagements "🚨 URANIUM SUPPLY IS NOT DIVERSIFIED Kazakhstan 40%+ global supply Namibia rising Niger critical US = marginal producer This is a geopolitical concentration. The West shut mines. Asia secured supply. If nuclear scales again: Supply risk spikes Price volatility returns Strategic stockpiling accelerates Uranium isnt just fuel. Its leverage. #energy #nuclear #uranium https://twitter.com/i/web/status/2022016637436596429 https://twitter.com/i/web/status/2022016637436596429" [X Link](https://x.com/jackprandelli/status/2022016637436596429) 2026-02-12T18:35Z 18.2K followers, [----] engagements "🚨 THE ENERGY TRANSITION NEEDS [---] NEW MINES BY [----] Battery demand alone requires: [--] new copper mines [--] lithium mines [--] natural graphite mines [--] rare earth mines [--] nickel mines Copper gap: Current supply. 22.9M tonnes Additional needed. 3.7M tonnes Lithium gap: +1.2M tonnes required This is industrial scale expansion. Permitting takes [----] years. Capex is exploding. Ore grades are declining. If projects dont accelerate: Mineral inflation returns EV margins compress Energy transition slows The constraint isnt demand. Its geology. #minerals #mtals #copper" [X Link](https://x.com/jackprandelli/status/2022234551188168879) 2026-02-13T09:01Z 18.2K followers, 65.5K engagements "🛢 Venezuela is THE US strategic asset And [--] oilfield services company already knows every reservoir there Here's what changed: - #Chevron deploying $100M+ into Venezuelan facilities - New Hydrocarbons Law: 30% royalties 15% taxes international arbitration rights - Energy Secretary Chris Wright personally in Caracas 💡 This is an opportunity A company that generated $500M+ annually in #Venezuela before sanctions just crushed Q4 earnings and it has zero Venezuelan revenue . for now What's inside the full article that I just published Why this geopolitical shift is structural Why Venezuela's" [X Link](https://x.com/jackprandelli/status/2022313572055826533) 2026-02-13T14:15Z 18.2K followers, [----] engagements "CUBA ISNT JUST FACING A REFINERY FIRE💥 Its facing an oil blockade🛢 What happened: Fire at ico Lpez refinery in Havana Main import + processing hub Blaze contained quickly No major tank damage reported But this is bigger than the fire. Fuel reality: [----] imports [--] kb/d now [--] kb/d (-35%) Venezuelan flows down Mexican volumes cut Weeks with no crude tankers arriving US policy shift: Venezuelan cargoes barred Threatened tariffs on suppliers Secondary-sanctions risk deters traders Credit risk keeps sellers away This is a blocked system. Domestic impact: Rolling blackouts Fuel rationing" [X Link](https://x.com/jackprandelli/status/2022490166867210558) 2026-02-14T01:56Z 18.2K followers, [----] engagements "🚨 SOME ECONOMIES ARE 8090% MINING Thats not diversification Thats dependency Top exposure: Botswana. 92% diamonds Guinea. 87% gold Mali. 85% gold Burkina Faso. 84% gold Zambia. 79% copper DRC. 77% copper Even: Peru. 61% copper Namibia. 61% diamonds Why it matters: Price volatility = fiscal volatility Political instability = supply shocks ESG pressure = export risk Single-commodity risk dominates GDP This isnt just a mining story. Its macro fragility. When copper or gold moves entire national budgets move with it. #minerals #metals https://twitter.com/i/web/status/2022696386689409089" [X Link](https://x.com/jackprandelli/status/2022696386689409089) 2026-02-14T15:36Z 18.2K followers, 13.9K engagements "🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER DRC Cobalt + copper giant Zambia #Copper belt Zimbabw #Lithium surge Namibia #Uranium + lithium South Africa PGMs + manganese Morocco Phosphates West Africa: #Gold belts across Mali Burkina Ghana Bauxite in Guinea Iron ore emerging in Sierra Leone This isnt scattered geology. Its strategic concentration. #Energy transition metals. Battery inputs. Defense-critical minerals. If capital + infrastructure scale: Supply chains diversify from China Western FDI accelerates Resource nationalism intensifies Africa isnt peripheral to the transition. Its" [X Link](https://x.com/jackprandelli/status/2022697020981391562) 2026-02-14T15:38Z 18.2K followers, 53.1K engagements "🚨A company that generated $500M+ annually in Venezuela before sanctions just crushed Q4 earnings and it has zero Venezuelan revenue . for now 💡 This is an opportunity What's inside the full article that I just published Why this geopolitical shift is structural Why Venezuela's heavy crude needs intervention services not new megaprojects Which company has proven track record + already strong Latin America presence #Venezuela production path: 1M bpd today 2.5M bpd over next years That's not built with new wells. That's brownfield redevelopment. The company has done this exact work there" [X Link](https://x.com/jackprandelli/status/2022742743605243947) 2026-02-14T18:40Z 18.2K followers, [----] engagements "With the Venezuela oil takeover these [--] energy stocks will be directly benefitted: [--]. $XOM ExxonMobil [--]. $CVX Chevron [--]. $BP BP PLC [--]. $VLO Valero Energy [--]. $SHEL Shell PLC [--]. $OXY Occidental Petroleum [--]. $COP ConocoPhillips Major opportunities just opened up #Venezuela #oott https://twitter.com/i/web/status/2007990266368577961 https://twitter.com/i/web/status/2007990266368577961" [X Link](https://x.com/jackprandelli/status/2007990266368577961) 2026-01-05T01:39Z 18.1K followers, [----] engagements "💥Chinas grip on copper isnt at the mine Its at the refinery Copper underpins electrification grids EVs and clean energy systems. But the real bottleneck is refining. In [----] China refined roughly [--] million tonnes of copper. Thats more than the next [--] countries combined including the US and India. Mining spreads risk. Refining concentrates power. #copper #minerals #metals #China #India https://twitter.com/i/web/status/2020548944343052571 https://twitter.com/i/web/status/2020548944343052571" [X Link](https://x.com/jackprandelli/status/2020548944343052571) 2026-02-08T17:23Z 18.2K followers, 13.6K engagements "🛢 PETROBRAS JUST ENTERED NAMIBIA 💥 AND IT DIDNT GO SMALL @petrobras is taking a 42.5% stake in Block [----] offshore #Namibia. Same size as @TotalEnergies which will operate the block. The structure 👇 Petrobras: 42.5% TotalEnergies (operator): 42.5% Namcor (Namibia state co): 10% Eight Offshore: 5% Maravilla exits. This is the signal. 💰 Why this matters Namibia is the hottest new offshore basin Deepwater . frontier . Guyana-style upside Petrobras adds exploration leverage outside Brazil Total doubles down as operator with scale partners This isnt portfolio filler. Its long-cycle high-impact" [X Link](https://x.com/jackprandelli/status/2020946889068183981) 2026-02-09T19:44Z 18.2K followers, 12K engagements "🔥 57% of Europes LNG now comes from the US Russia once supplied 40%+ of EU gas. Today America dominates LNG flows. now anchors European gas security. 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) If you want to know why is a great investment have a look link in the comments👇 #oott #LNG #Russia https://twitter.com/i/web/status/2021618216221426136 https://twitter.com/i/web/status/2021618216221426136" [X Link](https://x.com/jackprandelli/status/2021618216221426136) 2026-02-11T16:11Z 18.1K followers, [----] engagements "🚨 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 February This moves Eni closer to its target of [--] mtpa LNG equity by [----] Post-Russia Europe needs: Shorter shipping routes Diversified equity LNG Supply outside USQatar concentration Congo is a solution Libya: [-----] km Offshore With QatarEnergy In Libyas first licensing round since 2007: Eni 60% (Operator) QatarEnergy 40% Offshore License O1" [X Link](https://x.com/jackprandelli/status/2021903322202927347) 2026-02-12T11:04Z 18.1K followers, [----] engagements "Do you want to know which is the💰 company Who owns 25% of the pipeline behind the decade's top [--] energy ⚡demand themes US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) If you want to know why is a great investment have a look here👇 #oott #LNG #AI #DataCenters https://themerchantsnews.substack.com/p/1-company-owns-14-of-the-pipeliner=tf0g2 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) While the market worries about" [X Link](https://x.com/jackprandelli/status/2021959597435560049) 2026-02-12T14:48Z 18.2K followers, [----] engagements "🚨Trump launches a $12B critical minerals stockpile Explicit goal. Counter China💥 State becomes buyer of last resort Demand is guaranteed Price sensitivity drops Capital flows front-run procurement Look at the board. Rare earths. $MP $USAR $CRML Copper. $FCX $IVN $HBM Uranium. $CCJ $UEC $NXE Lithium. $ALB $SQM $LAC Graphite antimony beryllium $NVX $UAMY $MTRN This is about strategic scarcity. #Trump #Copper #rareearth #energy #uranium #nuclear https://twitter.com/i/web/status/2018318695680892971 https://twitter.com/i/web/status/2018318695680892971" [X Link](https://x.com/jackprandelli/status/2018318695680892971) 2026-02-02T13:40Z 18.2K followers, 69.7K engagements "⚠ Silver Doesnt Move.It Explodes 💥 History is clear 🚀The big moves: +543% (197980) Hunt Brothers squeeze +293% (200911) post-crisis reflation +107% (2020) pandemic shock +320% (202526) new all-time highs Silver doesnt price smoothly. It re prices violently. #silver #metals" [X Link](https://x.com/jackprandelli/status/2019420799434650047) 2026-02-05T14:40Z 18.2K followers, [----] engagements "THE US GRID JUST FLIPPED ☀ SOLAR = 50% OF ALL NEW US POWER CAPACITY IN [----] Solar dominates most states. (#Texas Southeast . #Midwest) Batteries explode in the West. Now core not backup Wind still matters. But its regional Gas adds stability. Not growth The transition isnt coming. Its being built. State by state. Right now. #energy https://twitter.com/i/web/status/2020923234233790922 https://twitter.com/i/web/status/2020923234233790922" [X Link](https://x.com/jackprandelli/status/2020923234233790922) 2026-02-09T18:10Z 18.2K followers, 19K engagements "🚨 BREAKING: Chevron Enters Africas Largest Oil Reserve 🛢 [--] billion barrels #Chevron has won Contract Area [---] and signed an MoU with Libyas NOC. It marks its formal return after more than a decade. Why #Libya matters #Africas largest proven reserves 48B barrels Low lifting costs Massive under-developed upside Chevron is hunting its own next Guyana. In Guyana #ExxonMobil scaled from zero to 600k+ bpd in under a decade and is targeting 1.7m bpd by [----]. That asset reshaped Exxons growth and cash flow profile. Chevron is building a frontier option set. #Namibia. #Egypt Now Libya. Big geology" [X Link](https://x.com/jackprandelli/status/2021627447154803043) 2026-02-11T16:48Z 18.2K followers, [----] engagements "📊 Top [--] Oil & Gas Giants by Market Cap (Oct 2025) [--] Saudi Aramco $1.65 trillion [--] ExxonMobil $480 billion [--] Chevron $269 billion [--] PetroChina $230 billion [--] Shell $218 billion [--] TotalEnergies $136 billion [--] CNOOC $122 billion [--] ConocoPhillips $109 billion [--] Southern Company $105 billion 🔟 TAQA $96 billion Oil may be entering its most complex era ever volatile prices record profits and diverging transition strategies. Yet as long as energy security trumps ideology the worlds most valuable companies will still run on hydrocarbons. #oott #Energy #OilAndGas #Commodities #Markets #SaudiAramco" [X Link](https://x.com/anyuser/status/1988254648101183864) 2025-11-11T14:37Z 18.2K followers, [----] engagements "🛢 Leadership shift at Shell Shell PLC announced that Robin Mooldijk President of Projects & Technology will step down effective Feb [--]. This is a governance change Shell confirmed: No change to financial reporting segments Integrated Gas Upstream Chemicals Marketing Renewables all unchanged Executive Committee reduced to eight members Markets should read this as organizational streamlining not a shift in capital allocation or energy mix. The real signals will come later. Capex discipline LNG priorities and project sequencing still matter more than titles. #Shell #OilAndGas #EnergyMarkets" [X Link](https://x.com/jackprandelli/status/2013562719220248809) 2026-01-20T10:42Z 18.2K followers, [----] engagements "🚨 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 a strategic exit. Context that matters: Shell was one of the earliest backers of #VacaMuerta @Petronas already walked away in [----] Now Shell exits #LNG and looks to sell upstream assets ⚠When [--] LNG supermajors leave in [--] years the message is clear: something in economics regulation logistics or political risk doesnt work at scale." [X Link](https://x.com/jackprandelli/status/2014615684060229736) 2026-01-23T08:26Z 18.2K followers, [----] engagements "Africa is sitting on the real energy transition bottleneck 🌍⚒ This map isnt about oil or gas. Its about critical minerals. Lithium #copper manganese #RareEarths Artisanal and small-scale mining dominates supply High relevance Low control and High geopolitical risk The #energy transition doesnt fail on demand. It fails on where the metals come from. Whoever secures supply from #Africa chains controls: 🔋 batteries ⚡ grids 🤖 EVs 🧠 industrial leverage The next #commodity supercycle wont start in London or New York. It starts here. https://twitter.com/i/web/status/2015717052011450752" [X Link](https://x.com/jackprandelli/status/2015717052011450752) 2026-01-26T09:22Z 18.2K followers, [----] engagements "🚨 LUKOIL FORCED SELL-OFF 🛢 This is not a normal M&A. Its a sanctions driven asset fire sale. Whats on the table 👇 $22bn of #Lukoil foreign assets Buyer: The Carlyle Group Scope: Europe Middle East Africa Central Asia Mexico Includes crown jewels like West Qurna-2 (Iraq) and refineries in Bulgaria & Romania ❌ Kazakhstan assets excluded Why this is explosive 💥 This is forced divestment not strategic rotation Sanctions are now re-wiring ownership of global oil assets Private equity stepping in where majors and NOCs wont Reality check 🔎 Deal details are thin Political risk is massive Expect" [X Link](https://x.com/jackprandelli/status/2016825472332492983) 2026-01-29T10:47Z 18.2K followers, [----] engagements "🛢 Saudi Aramco runs the worlds oil #China alone absorbs [----] mb/d #Japan [---] kb/d Korea [---] kb/d #India [---] kb/d and rising + LatAm [---] kb/d via refining and JV routes Africa quietly takes [---] kb/d This is locked-in demand through refining petrochemicals and equity stakes. Add this 👇 #LNG expansion of +3040 mtpa by [----] Crude products chemicals and gas all integrated When markets talk about losing oil demand @aramco is already selling barrels molecules and margins across every major growth hub. This is why Aramco doesnt chase prices. Prices chase Aramco. #oott #natgas" [X Link](https://x.com/jackprandelli/status/2017169759339483160) 2026-01-30T09:35Z 18.2K followers, 23.3K engagements "Africas mineral map (without oil and gas) A few things stand out fast. DRC dominates. The cobalt #Copper and critical #minerals core of the continent Southern Africa punches above its weight. South Africa Zambia Zimbabwe anchor export value West Africa is fragmented. Big potential uneven monetization Most countries remain sub $5bn exporters despite vast geology This is an infrastructure capital and processing bottleneck. #Africa doesnt lack minerals. It lacks pricing power and downstream control. https://twitter.com/i/web/status/2017661161668583605" [X Link](https://x.com/jackprandelli/status/2017661161668583605) 2026-01-31T18:08Z 18.2K followers, 70.9K engagements "Devon Coterra will merge to create $58 billion US shale giant #oott" [X Link](https://x.com/jackprandelli/status/2018595964714360932) 2026-02-03T08:02Z 18.2K followers, 13.3K engagements "$GLEN sells 40% of its African copper and cobalt assets To a US government-backed group. Implied value $9B including debt Washington wants control over critical minerals Equity replaces diplomacy Supply chains get political Copper and cobalt arent just metals anymore ⚡ Theyre strategic assets. Glencore gets risk-sharing. The US gets influence at the source. #mining #Copper #Metals https://twitter.com/i/web/status/2018736797061181452 https://twitter.com/i/web/status/2018736797061181452" [X Link](https://x.com/jackprandelli/status/2018736797061181452) 2026-02-03T17:22Z 18.2K followers, 42.8K engagements "@Suncor beat Q4 profit estimates💸 🛢Despite weak commodities. Why Higher production did the work. Not pricing. Volume offsets price Fixed costs get diluted Scale cushions downside Now zoom out. As #China signs new trade agreements Global demand stays politically supported. Not booming. But stabilized. Producers that can grow barrels. Survive soft price cycles. Is scale now the only real hedge #oott #Canada https://twitter.com/i/web/status/2018848070243385750 https://twitter.com/i/web/status/2018848070243385750" [X Link](https://x.com/jackprandelli/status/2018848070243385750) 2026-02-04T00:44Z 18.2K followers, [---] engagements "⚠ Coppers Supply Shock Is Coming ⚡ @IEA data shows a primary copper deficit emerging later this decade. Mine supply peaks early New projects arrive too slowly Demand keeps rising across all scenarios Supply stuck around [----] Mt Demand heads toward 30+ Mt Copper isnt rare. Time is. Where is the clearing level when the gap opens #copper #mineral #mining #metals #energy https://twitter.com/i/web/status/2019358628227027402 https://twitter.com/i/web/status/2019358628227027402" [X Link](https://x.com/jackprandelli/status/2019358628227027402) 2026-02-05T10:33Z 18.2K followers, [---] engagements "🛢Oil & Gas Still Anchor the Worlds Biggest Economies Saudi Aramco $1.6T market cap Gazprom $70B despite sanctions and rerouted flows Petrobras $112B leverage to offshore + dividends Reliance Industries $231B oil-to-chemicals + refining scale Energy companies still dominate national balance sheets and the State-linked producers matter more than pure majors in GDP terms AI moves markets. Oil and gas still move countries. #oott #energy #India #Russia #Brazil https://twitter.com/i/web/status/2019361643629543706 https://twitter.com/i/web/status/2019361643629543706" [X Link](https://x.com/jackprandelli/status/2019361643629543706) 2026-02-05T10:45Z 18.2K followers, [----] engagements "🚨 Chinas Oil Reality in One Chart China is the n.1 oil importer worldwide🌍 Breakdown tells the real story 👇 Middle East (ex-Saudi): [---] mb/d #Russia : [---] mb/d Saudi Arabia: [---] mb/d Iraq: [---] mb/d Americas + Africa: rising fast This isnt diversification for comfort. Its diversification for control. #China is deliberately spreading geopolitical risk arbitraging sanctions freight and politics. Security of supply beats ideology every time. ⚠ but something big is happening . I just published my latest Article on How US Just Captured [--] Million bpd of Chinas #oott #China #Trump #Iran" [X Link](https://x.com/jackprandelli/status/2019447533911613468) 2026-02-05T16:26Z 18.2K followers, [----] engagements "What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why 🔹 #Namibia: 6.2B barrels discovered first oil 2029-2030 🔹 #Angola: $70B committed through [----] 🔹 West Africa: 40% of global high-impact wells in [----] 🔹 #Nigeria: Reformed regulations IOCs returning The constraint Global offshore rig fleet collapsed 50% (2014-2024). Can't be rebuilt quickly (3-4 year lead times). The opportunity One company with the World's largest fleet huge backlog (2+ years" [X Link](https://x.com/jackprandelli/status/2019821133239853306) 2026-02-06T17:10Z 18.2K followers, 59.4K engagements "Critical minerals. The USBrazil deal #China controls 90% of #rareearth processing. Thats the real choke point #Brazil holds the 2nd largest reserves but produces and processes very little Washington sees the gap. This week the US DFC announced $565m to finance rare earth extraction in Brazil. Thats not diplomacy. Its supply-chain strategy. Why it matters: needs alternatives to China has geology lacks capital and tech weaponizes processing dominance With the right investment Brazil can become a 2nd global hub for critical minerals. Quietly and Strategically." [X Link](https://x.com/jackprandelli/status/2019826084855107660) 2026-02-06T17:30Z 18.2K followers, 144.9K engagements "China just handed itself a strategic own goal. Beijing tried to pressure Japan by weaponizing rare earths. Export controls. Threats. Political pressure. Instead of weakening Sanae Takaichi it turbo-charged her support. Every squeeze made her message stronger: China is a security risk Japan must re-arm Strategic autonomy matters Public opinion hardened. Defense spending became easier to sell. Her leadership credentials improved. So China quietly backed down and reopened exports. Not goodwill. Fear. Fear that Japan would accelerate domestic rare-earth production. Fear that once Japan produces" [X Link](https://x.com/jackprandelli/status/2020199443614560643) 2026-02-07T18:14Z 18.2K followers, 17.6K engagements "🚢 Oil Tankers Decide the Market Not the Other Way Around. This is how crude really moves ULCC / VLCC 200k320k DWT. Long-haul giants. Middle East Asia. Lowest cost per barrel. Suezmax 120k160k DWT. Optimized for the Suez Canal. Atlantic Asia flexibility. Aframax 80k120k DWT. Regional workhorse. Shorter routes. Higher freight sensitivity. Panamax 60k80k DWT. Canal-restricted. Niche trades only. Tanker size = route access + freight cost + arbitrage viability. When geopolitics hit canals or chokepoints freight rewrites oil prices fast. Whoever controls ships controls flows. #oott" [X Link](https://x.com/jackprandelli/status/2020200050782044608) 2026-02-07T18:16Z 18.2K followers, 69.5K engagements "🛢 RUSSIA JUST REPLACED INDIA WITH CHINA 🚀 AND DID IT AT RECORD SCALE [----] million bpd of Russian seaborne crude to China +46% YoY the highest month on record Russia overtakes Saudi Arabia as Chinas 1st supplier 100% of ESPO crude flowed to China for the first time Yulong refinery alone: [------] bpd exclusively Russian Kozmino China: [--] days sailing (Fast Cheap Secure) 💰 Why China is buying Urals discount now $7/bbl vs Brent Russia absorbs logistics insurance and sanctions risk Iranian and Venezuelan flows are politically fragile Russian supply is large proximate predictable As India trims" [X Link](https://x.com/jackprandelli/status/2020551750717988884) 2026-02-08T17:34Z 18.2K followers, 291.1K engagements "🚨The oil market just revealed which energy companies are the best Q4 earnings exposed something very important: #ExxonMobil & #Chevron: Beat estimates maintained $20B+ shareholder returns Oxy & @ConocoPhillips: Missed badly announced billion-dollar cost cuts Shell: Weakest quarter since [----] despite an integrated model 💥Same commodity prices.Radically different outcomes This is due to architectural divergences #Vitol just revised peak oil demand upward to [---] million barrels/day in the mid-2030s. That's 8-10 more years of runway. But only certain structures can capitalize. In my latest" [X Link](https://x.com/jackprandelli/status/2020862160818061333) 2026-02-09T14:07Z 18.2K followers, [----] engagements "⚛ NUCLEAR IS BACK BUT NOT WHERE YOU THINK 🌍 [---] GW of nuclear operating globally ➕ [---] GW more planned or announced Heres what really matters: #China [--] GW running. [---] GW pipeline The largest nuclear build-out on Earth United States [---] GW running. Only +7 GW coming Big base. Minimal growth #France [--] GW running. +12 GW planned Rebuilding slowly #Russia [--] GW running. [--] GW pipeline Still expanding despite sanctions #India [--] GW running. [--] GW planned Early stage big ambition ⚠ China and India are scaling for growth The West is maintaining not expanding Energy security is driving" [X Link](https://x.com/jackprandelli/status/2020948506798850138) 2026-02-09T19:50Z 18.2K followers, 32.6K engagements "⚠ AKER BP: DEMAND GROWS FOR AT LEAST [--] MORE YEARS This isnt about cars anymore. Its about what oil is actually used for Global oil demand keeps rising into the mid-2030s No peak this decade Higher demand = higher investment required Whats really driving growth 🚛 Trucks: [----] [----] mb/d 🧪 Petrochemicals: [----] [----] mb/d (the big one) ✈ Aviation: [---] [---] mb/d ⚡ Energy own use: rising not falling Whats not growing Passenger vehicles: peak [----] then flat Power generation: structurally declining Buses buildings maritime: flat at best Growth moves from: ➡ gasoline ➡ to petchem freight aviation" [X Link](https://x.com/jackprandelli/status/2021145206104494188) 2026-02-10T08:52Z 18.2K followers, [----] engagements "🌍 World exports $24.5 TRILLION #China : $3.6T . the single biggest exporter U.S.: $2.1T . energy tech defense heavy Europe = a system not one country #Germany $1.75T #Netherlands $985B (re-exports matter) Middle East = energy flows Saudi Arabia $610B This isnt free trade. Its chokepoint economics. When the next shock hits disruption wont be everywhere. It will hit the hubs. #trade https://twitter.com/i/web/status/2021384428006568283 https://twitter.com/i/web/status/2021384428006568283" [X Link](https://x.com/jackprandelli/status/2021384428006568283) 2026-02-11T00:42Z 18.2K followers, [----] engagements "🛢 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 returned in 2025: $8.8B dividends $8.5B buybacks Flexible buybacks. No panic cuts. No rigid formula. Strategic Discipline: No #Venezuela exposure. Too costly. Too political. Willing to step back from Russian LNG if needed. Lower geopolitical risk. Capital goes to: #Brazil deepwater Middle East gas Integrated LNG Lower-cost lower-carbon" [X Link](https://x.com/jackprandelli/status/2021610794819940825) 2026-02-11T15:42Z 18.2K followers, [----] engagements "🚢 US LNG just hit another record From [---] Mt in [----] To [-----] Mt in [----] Thats a 30x increase in less than a decade. With the EU phasing out Russian gas and Asia still structurally long demand U.S. LNG is becoming the swing supplier of the global gas market. The question now: Can US infrastructure keep up with global dependence 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) full investment thesis here👇 #oott #LNG #Russia #AI" [X Link](https://x.com/jackprandelli/status/2021661754015559948) 2026-02-11T19:04Z 18.2K followers, [----] engagements "Oil & gas runs through four core segments: 🛢 Upstream Exploration & production. Driven by oil & gas prices. Highest risk highest leverage. 🚚 Midstream Pipelines shipping storage. Driven by volumes and contracts. Infrastructure play. 🏭 Downstream Refining & petrochemicals. Driven by margins and product demand. 🛒 Marketing & End Use Retail aviation industry. Driven by final consumption. When the cycle shifts profits rotate across the chain. #oott" [X Link](https://x.com/jackprandelli/status/2021729171685216743) 2026-02-11T23:32Z 18.2K followers, [----] engagements "Chinas port footprint in Africa is no longer just commercial. Dozens of ports financed built or managed by Chinese entities Concentration along key trade corridors. Red Sea West Africa Southern Africa Several locations hosting PLA Navy port calls or exercises A small number assessed as viable dual-use hubs ⚡Control logistics nodes along #energy and #mineral routes Secure access points near choke points. This is infrastructure power projection. Ports move containers in peacetime. They move influence in competition. #China #Africa" [X Link](https://x.com/jackprandelli/status/2021729771663548483) 2026-02-11T23:35Z 18.2K followers, [----] engagements "📊 Global copper reality [---] Mt already produced [---] Bt discovered [---] Bt still undiscovered ➡ [---] Bt total estimated endowment Sounds abundant. But demand is [--] Mt/year and rising fast driven by EVs grids renewables and data centers. The constraint isnt copper in the ground. Its grades permitting capex and processing. Geology matters. Supply response matters more. #copper #metals #minerals https://twitter.com/i/web/status/2021734700788658444 https://twitter.com/i/web/status/2021734700788658444" [X Link](https://x.com/jackprandelli/status/2021734700788658444) 2026-02-11T23:54Z 18.2K followers, 10.8K engagements "Europes GAS map has been rewritten Before 2022: Russia via Nord Stream Yamal Ukraine transit = backbone Algeria + Norway = complementary LNG = marginal Today: Norway = structural pillar LNG = strategic swing supply Russian pipeline gas = shrinking to residual flows (TurkStream limited transit) Azerbaijan via TANAP/TAP gaining weight Energy security in Europe now depends less on one supplier and more on infrastructure regas capacity and interconnectors. Can infrastructure keep up with global dependence full investment thesis here👇 #energy #oott #Russia" [X Link](https://x.com/jackprandelli/status/2021852106760552761) 2026-02-12T07:41Z 18.2K followers, [----] engagements "🚨 CHINA JUST SENT LNG TO EUROPE The worlds biggest buyer just became a seller. 🚢Seapeak Glasgow reloaded in Zhejiang Cargo now heading to Europe Rare East West LNG flow Europe storage under pressure Why Weak Asian spot demand Open arbitrage window Traders exploiting spreads China is now a swing player (like ) Gas isnt regional anymore. It moves where margins are. #oott #NatGas #China https://twitter.com/i/web/status/2021910464494514556 https://twitter.com/i/web/status/2021910464494514556" [X Link](https://x.com/jackprandelli/status/2021910464494514556) 2026-02-12T11:33Z 18.2K followers, [----] engagements "🚨 Syria Floats [---] bcm Gas + 2.5bn Barrels Oil Optionality or real supply It all hinges on sanctions Eastern Med Offshore Chevron TotalEnergies Eni and ConocoPhillips are positioning early. [---] bcm gas cited 2.5bn barrels oil claimed 33% explored [--] blocks under negotiation First work program within [--] months #Chevron signed an MoU with Qatars UCC Holding. A second block is discussed with #TotalEnergies + QatarEnergy. A third is under negotiation with Eni. Geology sits between Leviathan and Zohr. Concept credible. Politics not investable. Onshore Northeast Damascus targets [--] rehabilitations" [X Link](https://x.com/jackprandelli/status/2021957445988270113) 2026-02-12T14:39Z 18.2K followers, [---] engagements "🚨 MERCURIA JUST BOUGHT OUT CHINESE STATE CAPITAL A top commodity trader just cut Beijing out💥 CNICs 5% stake fully repurchased Chinese state ownership now 0% Founders now control 68.21% 5% shares moved to treasury Why Commodities are politicised USChina tensions rising Sanctions scrutiny increasing Flow control = strategic power This isnt cosmetic. Its geopolitical positioning. In a world where oil metals and grains are leverage being state-linked is a liability. If this trend continues: Traders de-risk shareholder bases Banks price political exposure Neutral houses gain premium status The" [X Link](https://x.com/jackprandelli/status/2021962663106908582) 2026-02-12T15:00Z 18.2K followers, [----] engagements "🛢 140m+ Russian Barrels Stuck At Sea 💰 Sanctions Are Propping Up Prices This is not total supply. It is usable supply. 140m Russian barrels are floating. Add Iranian and Venezuelan crude. Because of sanctions: Many refiners cant lift them Insurance and shipping are constrained Flows slow discounts deepen Barrels exist. They dont clear. After the USIndia trade deal refiners are shifting toward US and other compliant crude. Competition inside the clean pool rises. 🛢 Vitol Trafigura Gunvor Group Mercuria move finance and warehouse these flows. If enforcement tightens premiums widen. If" [X Link](https://x.com/jackprandelli/status/2021996531600044265) 2026-02-12T17:15Z 18.2K followers, [----] engagements "🚨 ENERGY IS BACK. But not for the reason you think. Bank of America says the energy sector is in a rotational bull market driven by a shift away from large-cap tech Why the rotation Capital rotating out of mega-cap tech Cash yield growth narrative Geopolitical risk supporting crude #Venezuela #Iran #Russia This isnt a demand boom. Its capital reallocation. Oil isnt tight. Positioning is shifting. Large caps Limited upside. Valuations tied to yield. Mid-caps: $DVN $CTRA $OVV $CRC Energy is in a rotational bull phase #energy #oott #BOFA @BofA_News" [X Link](https://x.com/jackprandelli/status/2022017628668080442) 2026-02-12T18:39Z 18.2K followers, [----] engagements "🚨 THE US DEPENDS ON CHINA FOR CRITICAL MINERALS Energy transition Defense Tech. 100% import reliant on [--] minerals 95%+ rare earths 83% antimony from #China 100% gallium + graphite 50%+ nickel magnesium germanium China is the primary supplier across key inputs. Why it matters: EVs need lithium graphite Solar needs tellurium Chips need gallium germanium Defense needs rare earths This is leverage #minerals #metals" [X Link](https://x.com/jackprandelli/status/2022063723402215556) 2026-02-12T21:42Z 18.2K followers, 21.6K engagements "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 Geopolitical headlines scream risk. The balance sheet says surplus. Do you think something will change #oott #Brent #WTI https://twitter.com/i/web/status/2022242567161516296 https://twitter.com/i/web/status/2022242567161516296" [X Link](https://x.com/jackprandelli/status/2022242567161516296) 2026-02-13T09:32Z 18.2K followers, [----] engagements "🚨 EUROPES GAS SHOCK ISNT OVER Prices collapsed from [----] highs. But they didnt reset to pre crisis norms. TTF peaked above 300/MWh in [----] JKM surged above $60/MMBtu [------] levels still structurally higher than [----] EU power prices remain above US & China Look at industry power costs: #Italy & #Germany still elevated EU average US average #China & US structurally cheaper Why #LNG import dependence Loss of cheap Russian pipeline gas Volatile global gas linkage This is structural cost inflation. If gas stays globally priced: European industry loses margin Deindustrialisation risk rises US" [X Link](https://x.com/jackprandelli/status/2022275852113698845) 2026-02-13T11:45Z 18.2K followers, [----] engagements "🛢How Big is the Oil market Bigger than the top [--] metal markets combined. Oil alone iron ore + #GOLD + #copper + aluminum + nickel combined. Why it matters Oil sets inflation Oil drives trade balances Oil anchors geopolitics Oil underpins petrochemicals transport power This isnt just another commodity. Its the largest physical market on Earth⚠ When oil moves everything else adjusts. #oott #commodity https://twitter.com/i/web/status/2022340840568287571 https://twitter.com/i/web/status/2022340840568287571" [X Link](https://x.com/jackprandelli/status/2022340840568287571) 2026-02-13T16:03Z 18.2K followers, 31.2K engagements "🚨 VENEZUELA IS NOT JUST AN OIL STORY Its a resource superpower. Oil 303B barrels first globally Natural gas [---] Tcm Top [--] #Gold [----] tonnes (est.) Iron ore [--] Gt Bauxite diamonds #coal Most concentrated around the Orinoco Belt & #Mining Arc. #Venezuela isnt a [--] commodity bet. Its a geology advantage. If political normalization accelerates: Hydrocarbons scale first Mining FDI follows Strategic metals re-rate Venezuela isnt just a turnaround oil trade. Its a multi-resource optionality play. #oott #NatGas https://twitter.com/i/web/status/2022485068682297732" [X Link](https://x.com/jackprandelli/status/2022485068682297732) 2026-02-14T01:36Z 18.2K followers, [----] engagements "🚨 US GAS JUST SAW A TOP-10 DRAW IN HISTORY Jan [--] 2026: [----] Bcf💥 Largest weekly withdrawal since [----] Bigger than [----] polar vortex week Top draw in [--] years of data Deep winter tightening Why Severe cold across key demand hubs #LNG exports pulling steady volumes Power burn elevated Storage started below 5-yr average This isnt noise. Its how quickly balance flips. If late-winter cold persists: Storage deficits widen Henry Hub volatility spikes Summer refill risk increases Gas looks calm. Until it isnt. #oott #NatGas" [X Link](https://x.com/jackprandelli/status/2022487076998898119) 2026-02-14T01:44Z 18.2K followers, [----] engagements "🚨 RUSSIA SITS ON $75 TRILLION IN NATURAL RESOURCES Thats more than anyone Top countries by resource value: #Russia $75T US $45T Saudi Arabia $34T #Canada $33T #Iran $27T #China $23T #Brazil $22T Australia $20T Russias edge: Oil Gas Coal Timber Rare earths This isnt GDP. Its underground leverage. #Energy. #Metals. Strategic materials. When geopolitics escalates countries with reserves hold optionality. The balance of power isnt just military. Its geological. #oott https://twitter.com/i/web/status/2022736363070664908 https://twitter.com/i/web/status/2022736363070664908" [X Link](https://x.com/jackprandelli/status/2022736363070664908) 2026-02-14T18:15Z 18.2K followers, [----] engagements "🚨 COPPER STOCKS JUST PASSED [--] MILLION TONNES Supply keeps rising. [----] kt on exchanges [--] weeks of builds in a row +45 kt this week Shanghai and LME both up Usually activity slows before Lunar New Year. But this time inventories are already high. If stocks stay elevated: Prices struggle to rally Spreads weaken Bulls need a new demand or supply shock Right now copper looks well supplied. #copper #China #Metals #minerals https://twitter.com/i/web/status/2022798024544551347 https://twitter.com/i/web/status/2022798024544551347" [X Link](https://x.com/jackprandelli/status/2022798024544551347) 2026-02-14T22:20Z 18.2K followers, [----] engagements "🛢 Venezuela is THE US strategic asset And [--] oilfield services company already knows every reservoir there Here's what changed: - #Chevron deploying $100M+ into Venezuelan facilities - New Hydrocarbons Law: 30% royalties 15% taxes international arbitration rights - Energy Secretary Chris Wright personally in Caracas 💡 This is an opportunity A company that generated $500M+ annually in #Venezuela before sanctions just crushed Q4 earnings and it has zero Venezuelan revenue . for now What's inside the full article that I just published Why this geopolitical shift is structural Why Venezuela's" [X Link](https://x.com/jackprandelli/status/2022803669956333741) 2026-02-14T22:42Z 18.2K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jackprandelli Jack Prandelli
Jack Prandelli posts on X about gas, china, shell, exxon mobil the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] -26%
- [--] Month [---------] -44%
- [--] Months [----------] +94,434%
- [--] Year [----------] +423,860%
Mentions: [--] #
- [--] Week [---] -35%
- [--] Month [---] +12%
- [--] Months [-----] +2,657%
- [--] Year [-----] +7,519%
Followers: [------] #
- [--] Week [------] +6.90%
- [--] Month [------] +59%
- [--] Months [------] +25,824%
- [--] Year [------] +106,647%
CreatorRank: [------] #
Social Influence
Social category influence countries 53.18% finance #2351 stocks 33.53% travel destinations 5.78% cryptocurrencies 1.73% currencies 0.58% technology brands 0.58%
Social topic influence gas #323, china #2034, shell #726, exxon mobil #65, oil #578, copper #20, venezuela #738, india 8.67%, russia #1174, guyana #335
Top accounts mentioned or mentioned by @grok @exxonmobil @shell @logan2551642 @moscow2dxb @conocophillips @pearsonpc @frankmulumba187 @being_trader_2 @yddl_oneandone @selvarajkannan9 @petronas @aramco @chevron @petrobras @totalenergies @tomr @findatavisuals @chill02021 @0243rdc
Top assets mentioned Exxon Mobil (XOM) ConocoPhillips (COP) BP p.l.c. (BP) Copiosa Coin (COP2) Convex Finance (CVX) Oxygen (OXY) Suncor Energy, Inc. (SU)
Top Social Posts
Top posts by engagements in the last [--] hours
"🛢 VALERO COULD BECOME THE TOP FOREIGN REFINER OF VENEZUELAN OIL Valero is set to import up to 6.5M barrels of Venezuelan crude in March (210 kb/d) potentially [--] or more cargoes. That could surpass Chevron as the leading US receiver of Venezuelan oil (as I already anticipated you in my previous article) Most volumes are sourced via authorized sellers (Chevron Vitol Trafigura) under US licenses. This reflects the new licensed Venezuelan oil channel not an open market buyers must be US-cleared under evolving sanctions frameworks. 💡 This is an opportunity One company that produced $500M+"
X Link 2026-02-14T01:31Z 18.2K followers, [----] engagements
"🚨 The oil & gas story nobody is talking about Prices are weak. Transition talk is loud. But the worlds biggest producers are quietly ramping up supply. And the data is striking 👇 🔍 1) The Big [--] Are Accelerating #Aramco #Exxon #Chevron #Shell #BP #PetroChina #TotalEnergies #Conoco: 4.1% output growth (202527). Global supply 1.4%. Someone is very wrong. 🥊 2) Big [--] vs IEA/EIA: A 3x Gap Big 8: Were growing fast. Agencies: Barely any growth. If both are right smaller producers must shrink. 🛢 3) Low Prices Arent Slowing Supply Majors are still drilling building expanding. This isnt optimism."
X Link 2025-11-15T18:09Z 17.5K followers, 37.7K engagements
"Guyana is becoming Exxons growth engine From zero production in [----] to [---] million bpd by [----] #ExxonMobil HessCNOOC have sanctioned $45 billion across five FPSOs with a 6th on the way. Liza Payara Yellowtail Uaru Whiptail Each project adds 220275k bpd at breakevens as low as $2535 per barrel. This is the fastest offshore ramp-up in modern oil history and the cornerstone of Exxons global production growth. Read the full article here👇 The New Oil Promised Land #oott"
X Link 2025-11-26T17:06Z 17.5K followers, [----] engagements
"Argentinas $50B LNG Dream Just Broke Apart ⚠ @Shell has pulled out of the 30-Mtpa Vaca Muerta megaproject. This is not a small exit. Its one of the worlds largest #LNG players walking away from one of the worlds largest undeveloped LNG plays. What Shell Walked Away From [--] Mtpa by [----] Massive FLNG corridor off Ro Negro Based on Vaca Muerta the worlds #2 shale gas reserve FEED planned for late [----] Shell was supposed to bring the LNG expertise that makes the project bankable. Now its gone. Why this matters: When Shell exits it usually means one of these broke: project economics regulation"
X Link 2025-12-04T11:58Z 17.8K followers, 90.5K engagements
"🛢World's Largest Oil & Gas Companies by Market Cap Total sector: $6.927T Saudi @aramco $1.57T @exxonmobil $474B @Chevron $251B PetroChina $217B @Shell $211B State-backed + supermajors rule amid energy volatility. #BigOil #MarketCap #Energy #OOTT"
X Link 2025-12-14T15:14Z 17.6K followers, [----] engagements
"🛢 Big Oil's Reserves Life Index Plunges Majors Running Low 1P reserves/production ratio (years left at current rates): #Exxon: [--] yrs #TotalEnergies: [--] #Petrobras: [--] Eni/PetroChina: [--] Shell: [--] #Equinor: [--] #Chevron: [--] BP: [--] Underinvestment + transition = shrinking runway. #BigOil #Reserves #Energy #OOTT https://twitter.com/i/web/status/2000709607287656650 https://twitter.com/i/web/status/2000709607287656650"
X Link 2025-12-15T23:28Z 17.5K followers, [----] engagements
"Europe's energy crisis is far from over and it's devastating industry in [----]. Germany's chemical sector running at just 70% capacity YTD the lowest in [--] years. BASF Lanxess & others slashing output jobs even closing plants permanently. High electricity prices + expensive LNG imports (replacing cheap Russian gas) crushing competitiveness. Years of elevated energy costs are hollowing out the industrial heart of Europe. Deindustrialization in real time. When will policymakers admit the green transition can't come at the expense of economic suicide #Europe #EnergyCrisis #Germany #LNG #Industry"
X Link 2025-12-21T14:34Z 17.5K followers, [----] engagements
"🛠 Italy's Saipem wins North Field offshore contract in Qatar for about $4 billion Italy's Saipem said it had been awarded an offshore engineering procurement construction and installation (EPCI) contract by QatarEnergy LNG in partnership with China's Offshore Oil Engineering Co (COOEC). The overall value of the contract is approximately $4 billion with Saipem's share amounting to roughly $3.1 billion the company said in a statement. #LNG #QatarEnergy #Offshore #Saipem #COOEC #EPCI https://twitter.com/i/web/status/2003052496436998329 https://twitter.com/i/web/status/2003052496436998329"
X Link 2025-12-22T10:38Z 17.5K followers, [----] engagements
"🚨 PETRONAS Inks New LNG Supply Deal with China's CNOOC Malaysia's state energy giant PETRONAS signs fresh agreement: - [--] million tonnes per year of LNG via Petronas LNG trading arm - To CNOOC Gas and Power Singapore (CNOOC subsidiary) Builds on existing long-term partnership (including 2021's $7B 10-year deal). No term disclosed yet. Asia's LNG demand stays robust China locking in more volumes. PETRONAS also recently secured 20-year deal with Pembina's Cedar LNG in Canada for another 1Mtpa. Malaysia positioning as key global supplier. #LNG #NaturalGas #PETRONAS #CNOOC #China #Energy #asian"
X Link 2025-12-26T20:50Z 17.5K followers, [----] engagements
"ExxonMobil dominates Big Oil profits and it's all about Upstream dominance Oil & Gas income by segment : #ExxonMobil: $380B total (mostly green: Downstream + blue: Upstream) #Chevron #TotalEnergies BP: $250-300B each heavy downstream/refining Eni: $200B #ConocoPhillips: $70B (almost pure upstream focus) Pure-play upstream giants like Exxon (boosted by Pioneer merger) and Conoco crush integrated majors reliant on volatile refining (downstream) margins. Upstream (exploration/production) is where the real money flows when oil prices hold strong. Who's your pick in energy for [----] Source:"
X Link 2025-12-28T09:31Z 17.6K followers, 25.7K engagements
"Woodside signs binding LNG supply deal with Turkey's BOTAS Australia's Woodside Energy said on it had signed a supply agreement with Turkish state-owned petroleum company BOTA to deliver around [---] billion cubic meters of liquefied natural gas for up to nine years starting in [----]. Under the agreement LNG will be sourced mainly from the under-construction Louisiana LNG project in the United States supplemented by supplies from the broader portfolio of Woodside Australia's biggest natural gas producer. #oott https://twitter.com/i/web/status/2005559969865748803"
X Link 2025-12-29T08:42Z 17.7K followers, [----] engagements
"While the world watches Venezuela the real story might be next door in Guyana where the world's most important new oil frontier was under direct threat. Maduro's claim to two-thirds of Guyana's territory (Esequibo region) aimed to seize over [--] billion barrels of onshore and offshore oil creating a massive geopolitical risk. The most immediate outcome in capture of Maduro is to neutralize this threat and secure the operating companies stakes in Guyana as well as Western Hemisphere's energy security. By stabilizing Guyana's production which is set to hit [---] million barrels per day the"
X Link 2026-01-05T22:03Z 18K followers, 326.2K engagements
"Big Venezuela oil unlock incoming 🛢 Chevron set to get expanded US license THIS WEEK boost production/exports. Marathon Petroleum Valero traders Mercuria & Glencore also in talks for licenses to buy/process Venezuelan heavy crude. US pushing more firms back in post-Maduro shifts could flood Gulf Coast refineries with supply. #oott #Venezuela #Energy https://twitter.com/i/web/status/2011549324690264564 https://twitter.com/i/web/status/2011549324690264564"
X Link 2026-01-14T21:21Z 17.6K followers, 14.9K engagements
"Not all oil is created equal🛢 Venezuela holds the largest reserves on paper. But its barrels are ultra-heavy high-sulfur and expensive to move and process. The US and Saudi Arabia sell lighter more flexible crude. Easier to refine Faster to place and Politically safer. This is why oil power isnt just about how much you have. Its about quality infrastructure and optionality. Reserves dont set prices. Deliverable barrels do. Thats the structural constraint on #Venezuela and the advantage for US shale and Gulf producers. Which matters more going forward quality or volume #oott #Energy"
X Link 2026-01-18T21:20Z 17.9K followers, 56.1K engagements
"One company dominates them all💰🔥 Saudi Aramco made $216.88B in the last four quarters. Thats more than the next five companies combined. Heres the full list of top oil & gas companies by earnings (US$ billion): [--] #aramco $216.88B [--] #ExxonMobil $49.68B [--] PetroChina International $36.80B [--] Equinor $32.13B [--] TotalEnergies $31.12B [--] Shell $27.35B [--] CNOOC International $27.27B [--] #Chevron $25.45B [--] #Petrobras $19.47B 🔟 ConocoPhillips $14.96B [--] SINOPEC $14.17B [--] bp $12.80B Big Oil is still booming. And one company is miles ahead of the rest. Which company on this list surprises you the most 👇"
X Link 2026-01-18T23:56Z 17.9K followers, [----] engagements
"🪨 These rocks run the world 🌍 Steel power grids EVs missiles data centers. They all start here. not in factories but in ores. #Copper iron #Lithium nickel #uranium rare earths. ⚠Different rocks same story: hard to find harder to scale what is important : supply chains geopolitics and time. You cant print metals. And you cant rush mines. Thats why resources are back at the center of power. #mining #minerals https://twitter.com/i/web/status/2013566454403125386 https://twitter.com/i/web/status/2013566454403125386"
X Link 2026-01-20T10:57Z 18.1K followers, 49.7K engagements
"Everyone Knows Shell bp and ExxonMobil But the Real Power Sits Somewhere Else Shell bp ExxonMobil are builders. 💰They spend billions drilling holes in the ground. But the traders play a different game. The hidden giants: Vitol Trafigura Glencore. The difference is structural. 👨🏭 Operators Take geological risk Spend capital years before cash flows Make money only if prices cooperate 💡Key metric: Reserves Replacement 👨💼 Traders Take zero geological risk Deploy balance sheet ships storage timing Make money on volatility not direction 💡Key metric: Arbitrage spread Vitol does not care if"
X Link 2026-01-20T11:30Z 17.2K followers, 108.3K engagements
"🛢How Big Oil are Printing Money in a Broken Market 📊 [--] year stock price performance (as of Jan [--] 2026) Eni ( $ENI): +39% TotalEnergies ( $TTE): +20% Shell ( $SHEL): +19% bp ( $BP): +17% ExxonMobil ( $XOM): +12% Chevron ( $CVX): +5% ConocoPhillips ( $COP): 6% EOG Resources ( $EOG): 14% Occidental ( $OXY): 17% ⚠What stands out Big dispersion despite similar oil exposure Integrated diversified majors outperformed Upstream-heavy producers lagged European majors beat US peers 🌍Macro backdrop Oil drifted lower through [----]. Inflation cooled toward 2.53%. Rates stayed restrictive pressuring"
X Link 2026-01-21T22:41Z 17.5K followers, [----] engagements
"Venture Global scores BIG WIN in Repsol arbitration💥 ICC rejects all claims over Calcasieu Pass cargoes awards fees to VGCP. That's 2/3 major rulings for producers in commissioning fights. Details: Tribunal: VGCP acted as "Reasonable & Prudent Operator" in April [----] COD; spot sales during commissioning OK. VGCP stock +17% after-hours; mgmt: "Honored contracts expect to win all." Scorecard: Shell (Aug 2025): VGCP win (Shell appealing NY court) BP (Oct 2025): BP win ( $1B damages pending 2026) Repsol (Jan 2026): VGCP win Pending: Galp ($500M+) Edison Orlen Unipec Why split Buyers claim breach"
X Link 2026-01-22T14:54Z 17.5K followers, [---] engagements
"🚨 BREAKING: Valero and Phillips [--] just bought Venezuelan crude again. 1st time since sanctions were eased. Bought via Vitol $9/bbl discount to #Brent Heavy crude headed to the US Gulf Coast Before [----] US refiners ran up to [---] kb/d of Venezuelan barrels. From Canadian Oil to Venezuelan Oil The US refinery economics coming back fast #oott #Valero #Phillips66 https://twitter.com/i/web/status/2014453718008115692 https://twitter.com/i/web/status/2014453718008115692"
X Link 2026-01-22T21:42Z 17.5K followers, 101.1K engagements
"🛢Top Global Contractors for Upstream by Region Over the last [--] quarters #Saipem (soon merged with Subsea7 3rd biggestplayer)emerged as the top upstream contractor globally with $6.3bn in awards ahead of TechnipFMC at $4.6bn. On the client side capital is clearly flowing: @petrobras led issuers with $12.9bn @ADNOCGroup followed with $6.6bn After years of underinvestment upstream spending is rebuilding. Is this the early phase of a new offshore cycler https://twitter.com/i/web/status/2014619066166595818 https://twitter.com/i/web/status/2014619066166595818"
X Link 2026-01-23T08:39Z 17.5K followers, [----] engagements
"🛢 Big Shift Offshore Nigeria 💰$510m Same Barrels New Hands. @TotalEnergies has sold its 12.5% stake in the Bonga deepwater field for $510m exiting a core Nigerian offshore asset. Who gains: @Shell Nigeria Exploration and Production Company(55% 65%) @eni (via NAE): 15% @exxonmobil keeps 20% NNPC remains concessionaire Bonga isnt marginal. [--] billion barrels produced since [----] [---] kb/d capacity Shell just sanctioned Bonga North (+110 kb/d before 2030) This is classic portfolio rotation: TotalEnergies trims mature barrels Shell doubles down on deepwater Nigeria Is this the start of another"
X Link 2026-01-23T10:34Z 17.5K followers, [----] engagements
"Canada Produces the Oil 💰Others Take the Money 🛢Canada is pumping a record [---] mb/d But the cash mostly flows out. 55%+ of output controlled by CNRL Suncor Cenovus Exxon: 70% of profits head to Texas 70% of oil sands effectively foreign-owned Shell & BP sold but debt and interest still leave Canada 97% of exports go to the U.S. locking in the WCS discount #Canada has the barrels and the workforce. What it doesnt fully control is the upside. Thats the real issue. #oott #Trump https://twitter.com/i/web/status/2015125539325964358 https://twitter.com/i/web/status/2015125539325964358"
X Link 2026-01-24T18:12Z 17.9K followers, 65.6K engagements
"🛢 Where Supermajors Really Produce Their Oil & Gas A few countries now dominate supermajor production entitlement. United States The single biggest source. Shale + Gulf of Mexico drive volumes for ExxonMobil Chevron ConocoPhillips and partly BP. The U.S. is the backbone of aggregate production. Middle East & Africa cluster 🌍 Qatar UAE Nigeria Angola. Core LNG deepwater and gas assets for Shell TotalEnergies and Eni. Stable long-life barrels. Kazakhstan Quietly strategic. Tengiz alone [---] kb/d. Key for Chevron ExxonMobil and Eni. Long-duration contract-secure barrels with a different"
X Link 2026-01-25T15:32Z 18K followers, 13.3K engagements
"Gold and silver are now 1st and 2nd by global market cap 🥇 #Gold $35T 🥈 #Silver $6T They sit above every equity market crypto or #commodity complex. This is a statement about where global capital trusts value right now. When the [--] oldest monetary assets dominate the leaderboard the message is clear. https://twitter.com/i/web/status/2015711805033562581 https://twitter.com/i/web/status/2015711805033562581"
X Link 2026-01-26T09:01Z 17.5K followers, [---] engagements
"🚨Indias refiners want Venezuelan oil but very little is actually being offered to them right now because most of the available supply is being directed to the United States. Indian refiners (like Indian Oil HPCL Bharat Petroleum) say traders have offered only small volumes of Venezuelan crude so far and most of the supply is going to US refiners. Trading houses such as #Trafigura and #Vitol have begun exporting Venezuelan crude under US government licenses and these cargoes are being snapped up first by US and European buyers. Indian refiners say the current pricing discounts on Venezuelan"
X Link 2026-01-27T09:16Z 17.5K followers, [----] engagements
"🚨BREAKING: After [--] years of talks India and the EU are set to unveil a historic trade deal. [--] billion people 25% of global GDP A major reset in global trade flows 🌍 If confirmed this redraws supply chains investment routes and geopolitical alignment for the next decade. #india #EU #TradeDeal https://twitter.com/i/web/status/2016078565993857127 https://twitter.com/i/web/status/2016078565993857127"
X Link 2026-01-27T09:19Z 17.5K followers, 114.2K engagements
"🚨 EUROPE IS DRIFTING BACK TOWARD A GAS CRISIS At the start of [----] EU gas storage is down to 48%. In January [----] the crisis year it was 44%. 📉 Key risk signals Storage: 48% and falling Prices: +33% in weeks (30 40/MWh) [----] peak: 350/MWh Pre-crisis norm: 45/MWh 🧊 Cold weather is draining inventories fast. 🛢 No Russian gas Full LNG dependence. No real buffer. The market looks calm because flows are holding. But confidence breaks quickly when storage slips below 40%. Not a crisis yet. But the system is fragile again. #LNG #natgas #oott https://twitter.com/i/web/status/2016081089148662103"
X Link 2026-01-27T09:29Z 17.6K followers, [----] engagements
"🚨 PetroChina is refusing to touch Venezuelan oil now marketed under US control 🛢 State owned #PetroChina has told its traders not to buy or trade Venezuelan crude since Washington took control of #Venezuelas exports this month according to people familiar with the situation. PetroChina was Chinas largest offtaker of Venezuelan oil before sanctions in [----]. Now its stepping back because the oil is under US control and pricing/terms are uncompetitive. That suggests Venezuelas oil flow to China will shrink and buyers may pivot to alternatives like #Canada #Russia or #Iran instead. This isnt a"
X Link 2026-01-27T09:32Z 18K followers, [----] engagements
"🚨Why Is India Walking Away from Discounted Russian Oil While Committing $100BN to Drill at Home ⚠India is making [--] moves at the same time: [--] Modis $100BN drilling push #Modi just unveiled a plan to pour $100BN into oil & gas by [----]. Exploration area expanding to [--] million sq km (from 10% today) 170+ blocks already awarded Andaman & Nicobar positioned as the next frontier Refining capacity targeting [---] MMTPA (6 mb/d) by [----] This is about reducing dependence not chasing todays prices. India still imports 85% of its crude. [--] Russian oil is backing up At the same time Indian refiners are"
X Link 2026-01-27T15:28Z 17.5K followers, 31.8K engagements
"🚨 US OIL SUPPLY WARNING ⚠ At $60 oil the U.S. rig count is back to COVID recovery levels. 📉 [---] active rigs today Down 75% from the [----] peak (1590 rigs) Barely above shale bust levels Flatlining despite stable prices 🔥 This is the danger Shale needs constant drilling to hold output Decline rates dont wait Low rigs today = supply shock tomorrow Demand keeps grinding higher. Investment stays muted. Spare capacity shrinks. The market isnt oversupplied. Its under-drilled. And this is how oil breaks higher suddenly. #oott https://twitter.com/i/web/status/2016201592937066862"
X Link 2026-01-27T17:28Z 17.5K followers, 43K engagements
"🚨 CHINA JUST WALKED AWAY FROM VENEZUELAS OIL 🛢❌ This is bigger than one headline. 📉 What happened PetroChina told traders to stop buying Venezuelan crude No secondary trading. No grey-zone barrels Even discounted cargoes are off the table ⚠ Why this matters #Venezuela was once #China s key debt-for-oil supplier Now those barrels are being rerouted to the US and Europe Atlantic Basin tightens. Asia loses optionality 🔥 Venezuelan oil is flowing again. But only where Washington allows it. And China just stepped back. #oott https://twitter.com/i/web/status/2016295183755702721"
X Link 2026-01-27T23:40Z 17.9K followers, 13.5K engagements
"🚨In [----] #ExxonMobil controls the most significant oil prize in the world Not the Middle East Not West Africa Not the North Sea. Guyana By [----] #Guyana will hit [---] million barrels per day. But the real opportunity isn't just the oil it's the infrastructure keeping it all online. 🚨 Here is what I break down in my latest article: - The $30 Breakeven: Why Guyana "prints cash" while others struggle to survive. - The Geopolitical Shift: How Venezuelas leadership change unlocked billions in "trapped" gas projects. 💰 The company Positioned for huge Return trading at a 40% discount with a $500M+"
X Link 2026-01-28T13:29Z 17.1K followers, [----] engagements
"🚨 GUYANA IS BECOMING A [---] MILLION BPD OIL STATE 🛢🔥 This is one of the fastest oil supply expansions on Earth. Production jumps from near zero to [---] mb/d by [----] #GUYANA rivals mid-sized #OPEC producers within a decade Why this is a big deal New low-cost light sweet barrels Outside OPEC+ control Long-life projects locked in for years Structural pressure on Atlantic Basin balances Guyana is becoming a permanent pillar of global oil flows 🌍🛢 🚨The complete breakdown here Don't miss this one 👇 #oott #Venezuela #energy #TrinidadandTobago"
X Link 2026-01-28T16:02Z 17K followers, [----] engagements
"🚨 GUYANA JUST BROKE U.S. SHALE ECONOMICS 🛢 #GUYANA breakevens: $2535/bbl US shale breakevens: $4060/bbl That is a $1530/bbl structural advantage Guyana is becoming a permanent pillar of global oil flows 🌍🛢 🚨The complete breakdown here Don't miss this one 👇 #oott #Venezuela #energy https://open.substack.com/pub/themerchantsnews/p/the-4b-play-in-the-caribbean-energyr=tf0g2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/themerchantsnews/p/the-4b-play-in-the-caribbean-energyr=tf0g2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-28T18:51Z 17.1K followers, [----] engagements
"🚨 CHINA IS LOCKING DOWN AFRICAS PORTS ⚓ 40+ African ports financed built or operated by #China Coverage across Atlantic Indian Ocean Red Sea Several ports. Commercial today military tomorrow PLA Navy access now stretches far beyond Djibouti ⚠ Ports = power. They control #energy #Commodities food and #Military reach. China isnt surrounding #Africa. Its wiring itself into global trade infrastructure. The real risk One day access isnt guaranteed. https://twitter.com/i/web/status/2016795055260901821 https://twitter.com/i/web/status/2016795055260901821"
X Link 2026-01-29T08:46Z 17.5K followers, 112.8K engagements
"🚨 CHINA CONTROLS THE MINERALS Not mines. Refining. #China dominates [--] of [--] strategic #minerals 70100% control in rare earths graphite gallium germanium Inputs critical for EVs grids AI data centers defence Many already subject to export controls ⚠ You cant build batteries chips weapons or AI without refined minerals. And China controls the switch. This isnt a supply chain. Its a strategic weapon. https://twitter.com/i/web/status/2016795821140803900 https://twitter.com/i/web/status/2016795821140803900"
X Link 2026-01-29T08:49Z 17.1K followers, [----] engagements
"🚨 MOZAMBIQUE LNG IS BACK After [--] years frozen Mozambique LNG is officially restarting. What just happened 👇 🛢 #TotalEnergies relaunches Mozambique LNG 🧑💼 CEO Patrick Pouyann on the ground President Daniel Francisco Chapo presiding One of #Africas largest stalled #LNG projects re-enters the system Capital is flowing back only where gas is strategic. #Mozambique is no longer optional supply It is back on the core LNG chessboard ♟ #oott #energy https://twitter.com/i/web/status/2016800171078656205 https://twitter.com/i/web/status/2016800171078656205"
X Link 2026-01-29T09:06Z 17.2K followers, [----] engagements
"METALS ON FIRE 🔥 Here's why 👇 From #Copper to #Lithium and many other #minerals are seeing a (prolonged) season of skyrocketing prices. The most evident example is probably copper both for the extensive use in the overall economy as well as because making records after records Markets are always complicated but here the bottom line of the story is relatively simple. Regardless what scenarios is considered the demand for critical minerals continues to rise (also) by the rapid deployment of #energy technologies. And in some cases supply really struggles to keep pace with demand"
X Link 2026-01-29T14:21Z 17.3K followers, [----] engagements
"🚨 CANADA IS A RESOURCE SUPERPOWER AND THE WORLD NEEDS IT 🍁⛏ 🛢 168bn barrels of oil. Top tier globally ☢ 589k tonnes of uranium. Energy security metal 🧂 1.1bn tonnes of potash. Food supply choke point 🌲 3.47m km of forests. Carbon + timber leverage 💧 [---] trillion m of freshwater. Strategic scarcity asset 🥇 [----] tonnes of gold. Monetary hedge This is geopolitical leverage. In a world short #energy food #metals and water. #Canada sits on everything that matters. #oott https://twitter.com/i/web/status/2016913919177060689 https://twitter.com/i/web/status/2016913919177060689"
X Link 2026-01-29T16:38Z 18K followers, [----] engagements
"Crude oil is not created equal ⚠ #Guyana Brazil Angola sit in the sweet spot. Low costs high value 💰 #Venezuelas extra-heavy barrels are among the most expensive to run 🛢 Algeria and Ecuador look cheap but scale is limited #Mexico #Nigeria #Libya sit mid-pack with fragile economics Global supply is growing but economic barrels are not. High-cost heavy crude is the first to break when prices slip. I wrote some useful article on Libya Guyana and Venezuela have a look at my newsletter link in my bio #oott https://twitter.com/i/web/status/2017166375546916910"
X Link 2026-01-30T09:21Z 17.4K followers, [----] engagements
"Global crude supply sees moderate growth from [----] to [----] led by North America the Middle East and the FSU. The US remains the top producer through [----] backed by shale depth and infrastructure #Russia offsets natural decline with new projects Saudi Aramco leads production entitlements via sustained upstream investment Gazprom and NIOC remain structurally relevant Capex reality North America takes 37% of global upstream capex from [----] to [----] Scale repeatability and low execution risk dominate capital flows #oott https://twitter.com/i/web/status/2017247621052617159"
X Link 2026-01-30T14:44Z 17.9K followers, [----] engagements
"🚨 ExxonMobil just 🚀 Q4 Exxon printed $52bn in [----] profits beat Q4 estimates and hit 4.7m boe/d the highest production in 40+ years while returning $37bn to shareholders. A few things stand out: #Brent was down 19% YoY. Exxon still delivered #Permian + #GUYANA volumes did the heavy lifting Refining and trading cushioned weaker prices Capex stayed disciplined not reactive This is no longer a pure oil-price trade. Its a volume + cost + optionality machine. Why it matters now👇 #exxonmobil is built to work around $65 Brent. Any geopolitical risk premium (Iran Hormuz sanctions noise) drops"
X Link 2026-01-30T15:41Z 17.5K followers, [----] engagements
"Big Oil was supposed to be dying Instead its printing cash again 💰🛢 @exxonmobil and @Chevron both beat profit expectations despite lower crude prices. What made the difference: Higher production from Guyana Kazakhstan and the Permian Volumes offset price weakness Capital discipline stayed intact Capital returns tell the real story: Exxon keeps $20bn/year in buybacks Chevron raises its dividend +4% year [--] in a row Combined buybacks + dividends: $250bn in [--] years Not bad for an industry that not long ago was declared in a death spiral due to Covid and the energy transition. Was the decline"
X Link 2026-01-30T16:24Z 17.5K followers, [----] engagements
"🚨BREAKING: CHEVRON DELIVERS RECORD BARRELS+ RECORD CASH 💰 #Chevron just showed why it remains one of the most disciplined machines in Big Oil. The numbers: Q4 adjusted EPS: $1.52 vs $1.45 expected Q4 production: 4.05m boe/d . +20% YoY FY operating cash flow: $33.9bn (highest ever at similar prices) Free cash flow Q4: $4.2bn Dividend: raised +4% to $1.78/share [--] consecutive years of dividend growth This happened with lower oil prices. That matters Why this Q is strong Hess integration added [---] kb/d #Permian Gulf Tengiz all ramping Costs down $1.5bn already targeting $34bn by end-2026 $1bn"
X Link 2026-01-30T16:32Z 17.1K followers, [----] engagements
"Exxon just put a date on it 🛢 @exxonmobil CEO says first LNG from Golden Pass is expected in March. That matters more than it sounds. Golden Pass is one of the biggest US #LNG projects under construction. Once online it adds real volumes at a time when global gas markets are already tight and #Europe is still heavily reliant on US LNG. After delays and cost pressure projects are finally turning into molecules. How fast does Golden Pass ramp and how much pressure does it put on US gas balances going into winter [----] #oott #natgas https://twitter.com/i/web/status/2017277510954733682"
X Link 2026-01-30T16:43Z 17.5K followers, 28.1K engagements
"🚨 Exxon says it can handle Venezuelas tough crude According to @exxonmobil CEO Darren Woods the company has the technology to produce and process Venezuelas high-cost heavy crude despite its extra-heavy sour nature and past challenges. Venezuelan reserves (especially the Orinoco Belt) are some of the largest in the world but the oil is extra-heavy and costly to extract and refine. U.S. Gulf Coast refineries are already historically built to handle heavy crude meaning the bottleneck is less about refining than about investment and politics. Exxons statement underscores that the real"
X Link 2026-01-30T16:45Z 17.5K followers, 44.4K engagements
"🚨 BIG OILS POWER MAP The market cap leaderboard (Jan 2026): Saudi Aramco: $1.5T ExxonMobil: $526B Chevron: $319B PetroChina: $260B Shell: $210B #oott"
X Link 2026-01-31T15:10Z 17.9K followers, [----] engagements
"🛢 US BIG OIL Q4 🚀 Record production. Softer prices. Disciplined spending. And a geopolitical risk premium quietly creeping back into oil. ✅Chevron: Record Output Venezuela Kept on a Leash +12% global production in [----] +16% in the US Permian Hess Corporation Gulf #Tengiz all firing Upstream earnings 30% YoY on weaker realizations [----] capex locked at $1819bn . no Venezuela carve-out #Venezuela today: [---] kbpd Possible upside of +50% in [----] months but only via debottlenecking and workovers. The good part is that is fully self-funded from JV cash flow (No balance-sheet risk) Washington wants"
X Link 2026-01-31T18:04Z 17.3K followers, [----] engagements
"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 and expanding reserves Equinor and Eni sit in the healthy middle Shell is borderline BP is the outlier. Sub-50% replacement. Structural shrinkage Capital discipline matters. But you cannot buy back what you dont replace. Over time reserve math beats narrative. #oott https://twitter.com/i/web/status/2017663573644709927"
X Link 2026-01-31T18:17Z 17.6K followers, 19.5K engagements
"🛢Oil looks calm Thats the illusion #Brent has been range-bound for years even as shocks piled up. #Russia invades Ukraine #OPEC + cuts output Israel#Iran war risk #Trump threatens Iran Each event added headline risk not a structural break. Why Because spare capacity inventory buffers and financial hedging absorbed the shock. But this also means something important. Geopolitical risk has been compressed not eliminated. The range holds. Until it doesnt. When a shock hits physical flows not headlines this chart will not look flat anymore. I just published a deep dive breaking down: Link for the"
X Link 2026-01-31T22:59Z 17.5K followers, [----] engagements
"Oil doesnt move freely. It funnels. Just a handful of chokepoints carry most of the worlds oil. #HormuzStrait : [--] mb/d Strait of Malacca: [--] mb/d Suez + Bab el-Mandeb: [--] mb/d combined Thats not diversification. Thats concentration risk. This is why markets stay calm until they dont. When geography not fundamentals is stressed prices gap before supply even breaks. This is exactly what my latest deep dive explains: Why #Iran #Venezuela How chokepoints reprice oil faster than inventories What history says when transit routes are threatened Markets are pricing optionality not barrels. One"
X Link 2026-01-31T23:03Z 17.5K followers, 10.8K engagements
"China is now Indias 1st trading partner at $96.5B The US follows at $94.4B. Energy suppliers dominate the next tier. UAE ($70.1B) #Russia ($43.8B) Saudi Arabia ($27.2B). Energy security first politics second. Asia hubs Singapore and Hong Kong remain critical financial and trading conduits. Europe is present but secondary. Germany at $20.3B Switzerland at $17.1B. This is strategic hedging across power blocs commodities and supply chains. #India isnt decoupling. India is positioning itself at the center. https://twitter.com/i/web/status/2017993358099009797"
X Link 2026-02-01T16:08Z 17.7K followers, 66.1K engagements
"Where the 🛢 barrels actually come from Aramco + Exxon sit at the core of global supply growth. Scale + balance sheets still win #GUYANA Namibia Kazakhstan #Brazil are the real growth engines of the decade Africa shows up twice. Not as a concept but as projects with FID and steel in the water #LNG keeps creeping into every top tier portfolio. Oil optionality is no longer enough This is about who controls the marginal barrel between [--------]. And thats where price power will come from. #oott #natgas https://twitter.com/i/web/status/2017997383326736464"
X Link 2026-02-01T16:24Z 17.6K followers, [----] engagements
"🌍Global growth in 2026🚀 #China alone drives 26.6% of global real GDP growth. #India adds 17%. US contributes 9.9%. Asia = the engine. China + India + US 54% of global growth. US + EU combined 16%. This is the economic balance of power already shifting"
X Link 2026-02-01T18:18Z 17.6K followers, 22.1K engagements
"🛢crude oil is not one product As crude rises through the distillation column hydrocarbons separate by boiling point: Natural gas & LPG (light molecules) Gasoline kerosene jet fuel Diesel Lubricants waxes bitumen (heavy residues) Same barrel. Completely different economics. Thats why: Refinery complexity matters more than headline oil prices Heavy crude discounts can be hugely profitable for the right plants Energy security is about refining capability not just production Oil markets are not about barrels. Theyre about what you can turn those barrels into. #oott"
X Link 2026-02-01T20:13Z 17.6K followers, 66.6K engagements
"🛢WTI is finally back on top After a brutal [----] oil has flipped from laggard to leader. WTI crude is 1st on the leaderboard Commodities are outperforming equities Risk assets are not driving this move Its mean reversion + geopolitics + underpositioning. After a year of pessimism oil is being repriced for tight margins supply risk and optionality. #oott #Commodities #WTI https://twitter.com/i/web/status/2018057336674267240 https://twitter.com/i/web/status/2018057336674267240"
X Link 2026-02-01T20:22Z 17.6K followers, [----] engagements
"🛢 From Crude Oil to Everyday Products This diagram perfectly illustrates how crude oil moves through the refinery value chain transforming from raw feedstock into fuels chemicals and materials that power modern economies. 🔧 Key stages highlighted: Primary refining (atmospheric distillation) separating crude into LPG naphtha kerosene diesel and residues Secondary processing units (FCC hydrocracking reforming hydrotreating) upgrading lower-value streams into high-value products Downstream industries converting refinery outputs into fuels petrochemicals polymers and fertilizers 🌍 Beyond"
X Link 2026-02-01T20:32Z 17.7K followers, 14.8K engagements
"OPEC+ froze its planned March output hike as expected citing a still-loose supplydemand balance. But that decision is secondary. Over the next few months oil prices will be shaped far more by two forces outside OPEC+s direct control. Not quotas. Not meetings. But what actually hits the market. #OPEC #oott https://twitter.com/i/web/status/2018098776645284049 https://twitter.com/i/web/status/2018098776645284049"
X Link 2026-02-01T23:06Z 17.1K followers, [----] engagements
"🚨Carlyle is in talks with UAE capital on Lukoils international assets US private equity platform UAE sovereign balance sheets Russian seller under sanctions Assets spread across [--] regions . Iraq and Eastern Europe This is the mechanism. Sanctions reroute ownership. Western PE provides compliance cover. Sovereigns provide capital and patience. OFAC approval is the clearing level. Not valuation. Notice the preference. Upstream oilfields Refining capacity Potential trading exposure Integrated barrels survive sanctions better than standalone assets. This is not capital exiting energy. Its"
X Link 2026-02-02T09:57Z 17.5K followers, [----] engagements
"💰How US Big Oil are Printing Money in a Broken Market #Brent at $63/barrel used to mean emergency cost cuts and dividend risk. Today Record production (4.7M boe/d for Exxon) Earnings beating estimates $64B returned to shareholders In [----] these same prices triggered panic. In [----] they're generating fortress cash flows. Something fundamental broke in the oil business model 🚨 I just published a deep dive breaking down: ✅ How the Q4 numbers are actually possible for #ExxonMobil and #Chevron ✅The Hormuz + Venezuela variables ✅ Why integrated models are printing money in weak oil ✅ What happens"
X Link 2026-02-02T13:33Z 17.5K followers, [----] engagements
"Venture Global tapped Worley to expand its LNG export terminal in Louisiana. The mechanism matters. Brownfield expansion Faster execution than greenfield Lower capital intensity Volumes timed into tight global LNG windows This is not about US supply abundance. Its about when molecules hit the water. #Louisiana #LNG clears Europe. And increasingly Asia. Engineering contracts come first. Cargoes follow later. So the real question. Does this capacity arrive into shortage or into the next LNG glut #oott #VentureGlobal #Natgas https://twitter.com/i/web/status/2018317925266935839"
X Link 2026-02-02T13:37Z 17.9K followers, [----] engagements
"💰ExxonMobils downstream earned $3.4B in Q4 Up +80% QoQ🚀 This is the mechanism. Refining margins widened Diesel and gasoline cracks strengthened North America throughput hit records Inventory effects turned favorable No upstream heroics. No price rally required. Refining monetizes volatility. Not direction. When crude is noisy. Complex systems win. This is why integrated majors matter. Upstream absorbs shocks. Downstream prints cash. 🚨If you want to know more do not miss my latest article about "How US Big Oil are Printing Money in a Broken Market" Full Article👇 #oott #Energy #Brent #WTI"
X Link 2026-02-02T15:47Z 17.5K followers, [----] engagements
"🚨🛢Devon + Coterra create the largest horizontal-operated portfolio in the US This is the structure. All-stock merger Devon holders 54% Coterra holders 46% No balance sheet stress This is the mechanism. Delaware scale unlocks drilling efficiency Inventory depth extends runway Capital allocation tightens Marginal barrels get cheaper This is the biggest US shale deal since ExxonPioneer [----]. Rumored for years. Operational logic finally clears. Volumes matter. On [----] pro-forma output. This combination tops US operators. Exxon may challenge in [----]. But today the scale is undeniable. Does shale"
X Link 2026-02-02T16:25Z 17.5K followers, [----] engagements
"G7 Vs. BRICS💰 The Leaders: US GDP $31.8T China $20.7T G7 total $54.5T. BRICS $34.8T and rising. G7 grows slower but richer BRICS grow faster but uneven Power shifts via growth not dominance #India stands out 📈 catching up fast. #China #Trade"
X Link 2026-02-03T09:39Z 17.9K followers, [----] engagements
"🚨Citi Close To Winning Lead Advisory Role on Glencore's $260 Billion Merger with Rio Tinto 🏆 Swiss mining giant #Glencore is reportedly close to appointing #Citi as the lead investment bank for its potential merger with Rio Tinto. The proposed all-share transaction would create the world's largest #miner with an enterprise value exceeding $260 billion. The deal would establish the world's largest #Copper company controlling 7% of global mined copper supply at a time when AI and the #energy transition are driving massive demand for the metal. Citi previously led Glencore's [----] IPO and"
X Link 2026-02-03T14:42Z 17.7K followers, [----] engagements
"US produces 13+ mb/d. More than anyone else🚀 Russia [--] mb/d. Saudi [--] mb/d. US shale sets the marginal barrel Supply responds faster Policy feeds straight into output #OPEC manages volumes. The US moves the balance. Thats why prices react to Washington. Before Riyadh or Moscow The center of gravity hasnt shifted. If the US is the backbone Who really controls the next oil cycle #oott #WTI #Brent #Russia https://twitter.com/i/web/status/2018698496467984573 https://twitter.com/i/web/status/2018698496467984573"
X Link 2026-02-03T14:50Z 17.3K followers, 13.8K engagements
"The Mining Giants That Actually Control Supply in [----] ⛏⚡ This is the real power list; $BHP $SNP (China Shenhua) $RIO $VALE $GLEN $SCCO $NEM $MAADEN $ZIJMF $FMG Whoever owns these names. Owns the global bottlenecks. #mining #minerals #Metals"
X Link 2026-02-03T17:33Z 17.9K followers, [----] engagements
"Shell sells 20% of its offshore Brazil Orca project. Buyer Kuwaiti firm Capital recycled Exposure trimmed Control retained #Brazil deepwater stays core. But balance sheets matter more now. Majors arent leaving barrels. Theyre reshaping ownership. Is this portfolio optimization #oott https://twitter.com/i/web/status/2018852059827622269 https://twitter.com/i/web/status/2018852059827622269"
X Link 2026-02-04T01:00Z 17.8K followers, [----] engagements
"Reserves dont equal power🛢 Access does #Venezuela holds [---] bn barrels. #Iran [---] bn. #Iraq [---] bn. The US knows this Recent moves arent random Pressure on Iran stays tight Venezuela access is negotiated Iraq remains strategically managed Gulf partners stay anchored Washington doesnt need the biggest reserves. It needs leverage over the ones that matter. Flow beats stock. Control beats ownership. #oott https://twitter.com/i/web/status/2019013101434122711 https://twitter.com/i/web/status/2019013101434122711"
X Link 2026-02-04T11:40Z 17K followers, [----] engagements
"🌍Africa Is Big Oils New Growth Engine 🛢 [---] Billion Barrels and low Breakevens After a years of divestments and under-investment majors are rebuilding long cycle oil inventories. 💡The focus: West & Southern Africa deepwater How the majors are positioned Chevron is building exposure across #Namibia and #Angola explicitly targeting high-impact exploration with low unit costs and lower emissions intensity. TotalEnergies is doubling down on African deepwater it believes can deliver scale + longevity. Both are swapping mature barrels for fewer bigger more profitable projectswhile keeping group"
X Link 2026-02-04T17:23Z 17.5K followers, [----] engagements
"Venezuelas oil exports jumped 60% in one month🚀 🛢From [---] kbpd [---] kbpd from Dec to Jan Vitol + Trafigura moved [---] kbpd via Caribbean hubs Cargoes re-exported to the US Europe India #Chevron restarted heavy crude to US Gulf at [---] kbpd Combined flows [---] kbpd under the new US-controlled barrels ⚠I just published my latest Article on How US Just Captured [--] Million bpd of Chinas Lifeline📷 #Russia #China #Trump #Iran #Venezuela https://open.substack.com/pub/themerchantsnews/p/how-us-just-captured-15-million-bpdutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-04T21:08Z 17.6K followers, [----] engagements
"💰 How Chevron REALLY made money in [----] Not price Execution The stats: $189B revenue -7% YoY $12B net income -30% YoY $13B upstream profit did the heavy lifting $108B spent on crude $33B operating costs What mattered US + International upstream paid the bills Downstream added just $3B Everything else lost money Big Oil isnt a price trade anymore. Its a discipline trade. #oott #chevron https://twitter.com/i/web/status/2019335417154215975 https://twitter.com/i/web/status/2019335417154215975"
X Link 2026-02-05T09:00Z 17.6K followers, [----] engagements
"⚛ Europes Nuclear Power Map Tells a Brutal Story Nuclear isnt Europewide. Its France centric EU total: [---] TWh #France alone: [---] TWh 58% of all EU nuclear #Sweden : [--] TWh #Spain : [--] TWh #Finland: [--] TWh Many EU countries: zero nuclear Europes power stability hinges on one country Nuclear resilience evenly distributed When French reactors sneeze EU power prices catch a cold Does Europe double down on nuclear expansion or keep outsourcing energy security to markets and weather #nuclear #uranium #energy https://twitter.com/i/web/status/2019357936238100897"
X Link 2026-02-05T10:30Z 17K followers, [----] engagements
"🛢 India Is Buying Venezuelan Oil 💥 Reliance just bought a VLCC with [--] million barrels of Venezuelan crude from Vitol. $6.57/bbl discount to ICE #Brent April delivery One single cargo. One clear signal Venezuelan crude isnt back. Its selectively clearing. At what discount does demand really disappear #oott #India #Venezuela https://twitter.com/i/web/status/2019359459022196826 https://twitter.com/i/web/status/2019359459022196826"
X Link 2026-02-05T10:36Z 17.7K followers, [----] engagements
"🛢 Shell Q4 Results Shell just delivered a very clear message to the market. Earnings are softer Cash returns are not. Q4 [----] adjusted earnings: $3.3bn (-11% y/y) Missed consensus on weaker oil prices taxes and trading $3.5bn new buyback announced for the next [--] months [--] consecutive quarters with buybacks $3bn Dividend raised +4% to $0.372/share By end [----] @Shell has bought back over 25% of its shares in just [--] years. That is a massive capital return cycle by European standards. Whats working Refining margins strong #LNG back to normal pre Covid profitability Portfolio high graded toward"
X Link 2026-02-05T12:59Z 17.7K followers, [----] engagements
"⚠ The Valuation Gap Is Getting Hard to Ignore Europe vs the US supermajors The numbers: Shell $224B #TotalEnergies $165B bp $103B $492B combined Now compare: #ExxonMobil $617B #Chevron $360B This is strategy and perception. US majors priced for cash flow and discipline European majors discounted for complexity and mixed signals 💰Capital rewards clarity not narrative #oott https://twitter.com/i/web/status/2019432457427173726 https://twitter.com/i/web/status/2019432457427173726"
X Link 2026-02-05T15:26Z 17.9K followers, [----] engagements
"📦 The World Runs on Imports Some More Than Others This map shows imports as % of GDP. EU average 46% structurally trade dependent US 14% scale = insulation #China 17% manufacturing depth matters Small hubs dominate the top: Hong Kong 178% #Luxembourg 160% #Singapore 144% High import reliance = exposure to freight FX geopolitics Low reliance = policy flexibility and shock absorption Global trade isnt fragile everywhere. Its fragile where dependence is highest. #trade #GDP https://twitter.com/i/web/status/2019435626202792446 https://twitter.com/i/web/status/2019435626202792446"
X Link 2026-02-05T15:39Z 17.7K followers, [----] engagements
"🛢 Lukoil Assets Are Still in Play The Carlyle talks didnt close the door. They opened the race. At least [--] rival bidders including #Chevron are now pursuing Lukoils international assets. Sanctioned assets still attract top-tier buyers Global portfolios = upstream + refining + trading optionality Capital is circling even in complex jurisdictions This isnt about #Russia. Its about who controls global barrels next. Does this turn into a bidding war #oott #lukoil https://twitter.com/i/web/status/2019436912608489772 https://twitter.com/i/web/status/2019436912608489772"
X Link 2026-02-05T15:44Z 17.5K followers, [----] engagements
"🚨Breaking news: Rio Tinto and Glencore have abandoned plans for a $260bn megadeal that would have created the worlds largest mining group. #Glencore #RioTinto #mining #copper"
X Link 2026-02-05T15:45Z 17.9K followers, [----] engagements
"A lot has been said. A lot has been debated. Now lets look at what commodities actually did over the last year. #Oil 10% Low prices feel fine in the short term. But they quietly choke capex. Underinvestment always shows up later as tighter supply. Thats how oil cycles turn. #Copper 35% Electrification. EVs. Grids. AI data centers. Demand is structural. Supply is slow capital-intensive and constrained. Price is just following the math. #Gold 72% Not just inflation. Not just fear. This is about currency credibility central bank buying and real rates. #Silver 159% Half monetary. Half industrial."
X Link 2026-02-05T16:15Z 18.1K followers, [----] engagements
"Shell Targets Venezuelas Dragon Gas for Trinidad LNG Shell plans to bring Venezuelas Dragon gas field online within [--] years and route gas to Trinidad & Tobago for LNG exports CEO Wael Sawan said. Trinidads Atlantic LNG has been constrained by gas shortages Dragon gas could restore LNG and petrochemical throughput Project hinges on US licences sanctions and cross-border approvals Signals Shells selective return to high-impact upstream gas This isnt just new supply. Its energy optionality for Trinidad and a geopolitical test case for sanctioned gas. If approvals come through does Trinidad"
X Link 2026-02-06T10:18Z 18.2K followers, 10.3K engagements
"Imagine being a country with no major natural resources. And choosing higher energy costs anyway. Imagine relying on energy-intensive industries. and deliberately squeezing their competitiveness. Imagine a world where AI and data centers drive power demand higher every year. And opting out of cheap reliable energy. ⚠Now imagine doing all of this voluntarily. #Germany didnt lose its edge overnight. It chose to give it up. #energy #nuclear"
X Link 2026-02-06T10:25Z 17.2K followers, [----] engagements
"🚨2026 is coming in hot for NGL markets This year is being shaped by supply shifting trade flows and policy cross-currents. NGLs sit right in the middle of it. Middle East: Mega gas projects add real volume but geopolitics inject constant uncertainty. Supply growth isnt linear anymore. #China vs #India: China is diversifying LPG sources. India is locking in long-term US tenders to gain pricing leverage. Same market opposite strategies. United States: US ethane and LPG remain the global anchor. But oversupply terminal bottlenecks and a growing VLEC fleet are reshaping margins and routes. Asia:"
X Link 2026-02-06T10:28Z 17.1K followers, [----] engagements
"🚨 Silver Supply Check Latest production snapshot shows how concentrated silver supply really is 👇 🥇 Fresnillo: [----] Moz KGHM: [----] Moz ⛏ Newmont: [---] Moz 🌎 Southern Copper + Glencore: [--] Moz combined Most producers sit below [--] Moz per quarter. #Silver demand is rising (solar grids AI) but supply growth is thin and slow. Any disruption hits prices fast ⚡ Do you see miners ramping supply or prices doing the work instead https://twitter.com/i/web/status/2019822385717796958 https://twitter.com/i/web/status/2019822385717796958"
X Link 2026-02-06T17:15Z 17.7K followers, [----] engagements
"⚡ Global power demand is accelerating. The West isnt driving it💥 What the data says 👇 🌍 80% of demand growth (20252030) comes from emerging economies China + India are the core engines 🏭 Advanced economies grow. But marginally 🤖 Electrification AI data centers = structural load not cyclical The global energy system is being built for where demand is growing not where capital markets are loudest. #Energy security grids #fuels and #metals will follow this shift. Are policies and investments aligned with where electricity demand is actually coming from"
X Link 2026-02-06T17:17Z 17.5K followers, [----] engagements
"ConocoPhillips: Pay First Drill Later ConocoPhillips says #Venezuela must repay $1012bn in arbitration awards for expropriated assets before any return to drilling. CEO Ryan Lance is clear. Debt recovery comes before new investment despite political pressure to restart Venezuelan output. no cash no comeback. #oott https://twitter.com/i/web/status/2019827869304623223 https://twitter.com/i/web/status/2019827869304623223"
X Link 2026-02-06T17:37Z 18K followers, [----] engagements
"⚡ Energy Power Is Concentrated in Just [--] Countries That's the real secret to rule the 🌎 China and the United States dominate almost everything that matters 🪨 Coal: China = 52% of global production 🛢 Crude oil: US = 21% Saudi Arabia = 11% Russia = 11% 🔥 Natural gas: US = 25% of global output ☢ Nuclear: US = 30% China catching fast at 16% 🌊 Hydro: China = 30% ☀ Solar: China = 39% 🌬 Wind: China = 40% 🌽 Biofuels: US = 37% Brazil = 22% #energy #oott #natgas #coal #China https://twitter.com/i/web/status/2019830813664198922 https://twitter.com/i/web/status/2019830813664198922"
X Link 2026-02-06T17:49Z 17.8K followers, 10.1K engagements
"🚨Trump Is Rewiring OPEC From the Inside 💰Exxon & Chevron Are the Main Beneficiaries Trump is reshaping who controls the next decade of oil supply Not by pumping more US shale By reopening #OPEC-linked barrels to US majors. Heres the play: #Venezuela After Maduros removal Washington is steering exports and pushing $50100bn of potential reinvestment. #Iran pressure Tariffs and military signaling are forcing buyers to rotate away from Tehran. #Russia Sanctions At the same time the White House is backing ExxonMobil and Chevron in negotiations across: Iraq Libya Algeria Kazakhstan "
X Link 2026-02-06T18:16Z 17.5K followers, [----] engagements
"🚨 Copper Margins Are Blowing Out 🔺 Copper prices near cycle highs 🔻 C1 costs historically low ➕ Gold & silver by-product credits at records Whats happening By-products are offsetting mining costs Energy and processing costs havent caught up Margins are at multi-year highs This is a margin super-cycle for copper producers. Do miners reinvest aggressively or return cash before costs snap back #copper #mining #metals https://twitter.com/i/web/status/2020169344878084132 https://twitter.com/i/web/status/2020169344878084132"
X Link 2026-02-07T16:14Z 17.9K followers, 14.2K engagements
"🚨 Gold just overtook the US dollar in central bank reserves Gold share: 13% 24% (20212025) 📈 US debt share: 28% 23% 📉 [----] is the first year gold leads. This isnt about fear or inflation. Its about trust sanctions risk and currency credibility. Central banks arent trading. Theyre re-anchoring. If reserves are shifting quietly when do markets fully catch up #gold https://twitter.com/i/web/status/2020173828924518809 https://twitter.com/i/web/status/2020173828924518809"
X Link 2026-02-07T16:32Z 17.8K followers, [----] engagements
"USIndia trade deal just rewired oil flows 💰And its a tailwind for Exxon + Chevron This is an energy corridor being formalized. What just happened The US cut tariffs on Indian goods to 18% from 50% ⚠#Trump rescinded the extra 25% penalty tariff that was tied to Indias Russian oil buying via executive order. The framework says #India will buy $500B of US goods in [--] years explicitly including oil and gas. The US version links this to India shifting oil buying toward the US and #Venezuela. Why this matters for Exxon and #Chevron India is the worlds 3rd crude importer. Replacing [---] mb/d of"
X Link 2026-02-07T18:29Z 17.6K followers, [----] engagements
"🚨 CHINAS $1.19 TRILLION SURPLUS ⚔THIS IS THE REAL TRADE WAR MAP Forget slogans Follow the money China just printed one of the largest trade surpluses in history. And the partners tell you exactly where pressure will land next. Hong Kong: +$304B United States: +$280B #India: +$116B Vietnam: +$100B Netherlands: +$73B UK: +$66B 👉 Top [--] alone = $700B+ 👉 Asia + US dominate the imbalance 👉 Europe is exposed but fragmented 📌 Why this matters now Tariffs are back Supply chains are being forced to move India is being courted not pressured Vietnam is in the crosshairs Europe talks strategy"
X Link 2026-02-07T18:53Z 17.9K followers, [----] engagements
"Coal exits look clean on paper Power systems feel the consequences later. Ireland is now the 8th country to phase out coal. Others include the UK Portugal Austria Belgium Sweden. What changes after coal is gone Systems lean harder on gas imports interconnectors or weather Power price volatility rises not falls Coal phase-outs work only when replaced by firm capacity. Nuclear hydro storage at scale or guaranteed gas back-up. Otherwise coal isnt eliminated. Its outsourced. #oott #energy #coal https://twitter.com/i/web/status/2020796869887107550"
X Link 2026-02-09T09:48Z 17.8K followers, [----] engagements
"🚨Whats really driving power demand to [----] Industry ⚙ Electrification of steel chemicals mining. Still the biggest volume driver. Buildings 🏢 Cooling appliances urbanisation. Quietly massive. Structurally locked in. Data centres & AI 🧠⚡ Small base. Explosive growth post-2025. Power not chips is the bottleneck. Heat pumps 🔥➡⚡ Policy-driven shift from gas to power. Europe and Asia lead. Transport (EVs) 🚗 Becomes material after [----]. Adds convexity not bulk. This is a permanent reset of the energy system around electricity. #energy #power #AI #datacenters #electrification"
X Link 2026-02-09T15:58Z 17.6K followers, [----] engagements
"🛢 OILS PEAK JUST MOVED. AGAIN. 🚀 AND IT MOVED HIGHER Vitol just rewrote the oil demand story Peak demand now [---] mb/d Timing pushed to the mid-2030s [----] demand still +5 mb/d vs today Last years view: earlier peak and faster decline This year: longer bigger and stickier 💰 Why Vitol flipped Growth beats decarbonisation Energy security beats targets Competitiveness beats ideology Geopolitics now shapes policy Vitol trades 7% of global oil every day. Runs refineries Runs retail and Sees flows before data. When #Vitol changes its view its because the physical market already did. ⚠ If this"
X Link 2026-02-09T16:12Z 17.6K followers, [----] engagements
"🛢 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 action 🧩 What Shell can do Debottlenecking (US #Brazil Nigeria) Frontier exploration (#Namibia ) #Venezuela gas (license risk) That plugs maybe [------] kb/d by [----]. 💥 Why BP keeps coming up One of the few portfolios big enough #LNG Caspian US shale One deal Gap closed. ⚠ The choice No deal shrinking production capped returns Big deal volume"
X Link 2026-02-09T17:54Z 17.9K followers, 10.8K engagements
"@t_o_m_r @conocophillips is going to be live the 18th. but analysis and forecast are already disclosed"
X Link 2026-02-09T18:20Z 18K followers, [---] engagements
"@t_o_m_r @conocophillips You will see in the article is written why"
X Link 2026-02-09T18:31Z 18K followers, [--] engagements
"🚨 BIG OIL MADE A CHOICE MARKETS KEPT SCORE WINNERS AND LOSERS ARE CLEAR 🟢#ExxonMobil: runaway leader 🟢#Chevron: strong consistent rerating 🟡 Shell: solid but capped 🟡 #TotalEnergies: steady diversified 🔴 bp: persistent underperformance ⚠ What actually mattered Capital discipline beat transition slogans Cash flow narratives Buybacks promises Oil & gas exposure premature exits BP tried to lead the energy transition in [----]. Markets punished the experiment. Exxon and Chevron doubled down on: Upstream scale Cost control Shareholder returns They got rewarded. 💡Markets dont price intentions."
X Link 2026-02-10T08:59Z 17.7K followers, [----] engagements
"🛢 OIL & GAS.WHAT REALLY MOVED PRICES Prices werent about [--] factor they were about friction everywhere. What changed the market 🌍 [----] = volatility year Geopolitics (Venezuela Middle East) OPEC+ assertiveness US deregulation weak macro growth. Expectations reset constantly. 🔁 Demand outlook revised UP Energy transition hitting bottlenecks. Fossil demand proving stickier as global consumption rises. 📉 Short-term oversupply risk Crude and LNG face pressure near term. LNG boom pushes price convergence. Henry Hub up. Global LNG prices down. Margins squeezed. 🤝 M&A back on the table Upstream"
X Link 2026-02-10T10:46Z 17.6K followers, [----] engagements
"🚨 BP Q4 [----] 💰$1.54BN PROFIT BUYBACKS PAUSED BPs Q4 wasnt a blow up But it was a strategic reset. $1.54bn Q4 [----] underlying profit (in line with consensus) +32% YoY quarterly profit growth $750m buyback completed in Q4 now suspended Dividend maintained but growth muted What actually changed bp is admitting in capital allocation terms that parts of its energy-transition portfolio dont clear the return bar. ♟The strategic signal is clear [--] Balance-sheet discipline comes 1st [--] Transition assets must earn real returns [--] #Hydrocarbons remain the core cash engine This confirms what the market"
X Link 2026-02-10T11:08Z 17.7K followers, [----] engagements
"+ POWER REALITY CHECK 💥NATURAL GAS STILL RUNS NORTH AMERICA Forget the narratives. Look at the grid. In [----] the biggest source of power across most US states and Canadian provinces is still fossil based. #oott #energy #Canada"
X Link 2026-02-10T14:51Z 18K followers, [----] engagements
"🚨 Chips arent the problem anymore ⚡ Power is 🤖 AI outruns the grid by [----] Energy becomes the bottleneck The market rotation youre seeing isnt about loving Big Oil again. Its about energy reality catching up with AI ambition. 💻 Big Techs AI buildout hit a wall $660bn+ in #AI capex planned for [----] #Amazon alone: $200bn #Meta : $135bn nearly [--] YoY Data centers chips cooling. All power-hungry The constraint is energy availability reliability and cost. ⚡ AI demand is outrunning the grid Data centers are locking long-term power contracts years ahead Gas-fired generation is back as the swing"
X Link 2026-02-10T17:16Z 17.7K followers, [----] engagements
"🌍💥 Oil Trade Flows Who Buys Who Sells and Why It Matters Global crude oil flows are reshaping geopolitics and the numbers tell the story 👇 📊 Top Importers (2024): #China: [----] mb/d Russia is its 1st supplier U.S.: [---] mb/d 62% comes from Canada Europe: [---] mb/d 25% from Africa 21% from the U.S. #India: [---] mb/d heavy reliance on Russia & Middle East 📊 Top Exporters (2024): #Russia: [---] bn barrels 81% goes to China & India Saudi Arabia: [---] bn barrels core suppliers to China India and Asia Pacific #UAE: [---] bn barrels Iraq: [---] bn barrels #Africa (aggregate): [---] bn barrels #oott #energy"
X Link 2026-02-10T19:32Z 18K followers, [----] engagements
"🚨 Europe cut off Russian gas and replaced it with American LNG spending billions in the process. What it means More room for US #LNG The real challenge isnt supply. Its infrastructure and integration. 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) If you want to know why is a great investment have a look link in the comments👇 #Russia #energy"
X Link 2026-02-11T13:48Z 17.8K followers, [---] engagements
"Venezuela: From oil windfall to social collapse Key phases: [--------]. High oil prices + redistribution. Poverty falls from 50% to near 25%. Extreme poverty drops below 10%. [--------]. Oil price collapse. Fiscal model implodes. [--------]. Sanctions + production crash. Poverty surges above 90%. Extreme poverty peaks near 75%. [--------]. Partial dollarization + limited stabilization. Poverty improves but remains 75%. Extreme poverty still 3540%. This is the resource curse under mismanagement. When 90% of exports depend on oil fiscal discipline is not optional. Once production collapses and access"
X Link 2026-02-11T23:38Z 18.1K followers, [----] engagements
"📈 BEST PERFORMING OIL MAJOR IN [----] It was TotalEnergies +20% +17% BP +17% Shell +12% Exxon +5% Chevron 🛢 #Brent down 20% What does it tell you Capital discipline matters more than price. Cash returns + flexibility beat volume growth. The market is rewarding balance sheets not barrels. In a falling oil tape stock selection beats commodity exposure. #oott"
X Link 2026-02-12T08:09Z 18.1K followers, [----] engagements
"🚨 THE ENERGY GAP IS NOT CLOSING Its scaling with income US [------] GJ per person #India [----] GJ per person DR Congo [--] GJ per person Huge gap between richest and poorest Why Industrialisation drives energy intensity Urbanisation multiplies electricity demand Mobility = oil demand Income growth = appliance growth If billions move from $5k to $15k GDP per capita: Power grids must triple LNG demand structurally rises Oil demand plateaus later than expected Coal exits slower than models assume Per capita #energy use is a proxy for wealth. And most of the world is still at the bottom left of that"
X Link 2026-02-12T10:51Z 18.1K followers, [----] engagements
"From euphoria to liquidation. Fast These were the top performing metals of 2025: #Silver #Platinum #gold #Copper . Now zoom out. What youre seeing now is not a change in fundamentals. Its a leverage reset. Crowded trades ETF outflows Margin calls Forced selling Thats how leaders turn into crash leaders. #metals https://twitter.com/i/web/status/2017516478275215576 https://twitter.com/i/web/status/2017516478275215576"
X Link 2026-01-31T08:33Z 18.2K followers, [----] engagements
"What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why 🔹 Namibia: 6.2B barrels discovered first oil 2029-2030 🔹 Angola: $70B committed through [----] 🔹 West Africa: 40% of global high-impact wells in [----] 🔹 Nigeria: Reformed regulations IOCs returning The constraint Global offshore rig fleet collapsed 50% (2014-2024). Can't be rebuilt quickly (3-4 year lead times). The opportunity One company with the World's largest fleet huge backlog (2+ years"
X Link 2026-02-07T16:01Z 18.2K followers, 26K engagements
"🚨 Critical Minerals Reality Check Who digs them up who controls them ⛏ Extraction #Copper Chile #Nickel Indonesia Cobalt DRC Lithium Australia Rare earths China 🏭 Processing Copper Nickel Cobalt Lithium Rare earths #China dominates Mining is global. Control is Chinese. Processing not extraction is the real choke point in energy EVs and defense. Who cracks processing first: the US Europe or no one https://twitter.com/i/web/status/2020171773526921686 https://twitter.com/i/web/status/2020171773526921686"
X Link 2026-02-07T16:24Z 18.2K followers, 35.3K engagements
"U.S. oil production just posted its first annual decline since [----]. 20212024: strong post-COVID rebound 2024: growth already slowing 2025: momentum fades 2026: production turns negative This isnt a collapse. Its a plateau turning into a rollover. Why this is happening Tier-1 shale inventory is thinning Capital discipline is real not rhetoric Decline rates are unforgiving M&A replaces drilling not growth The bigger implication⚠ U.S. shale is no longer the automatic swing supplier. Every missing barrel now matters more. That shifts leverage back to: OPEC+ Geopolitics Inventory shocks 🛢 The"
X Link 2026-02-10T22:46Z 18.2K followers, 19.4K engagements
"🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) While the market worries about quarterly earnings this company just locked in [--] years contracted cash flows on infrastructure that won't even start operating until [----]. In my latest analysis I break down: 📊 The Numbers: How US LNG exports hit [---] million tonnes and where demand goes next 🚧 The Permian Problem: Why gas traded negative and what $15B in new pipes means 🎯 The Company ⚡ LNG + AI Convergence:"
X Link 2026-02-11T11:56Z 18.2K followers, 13.6K engagements
"🚨 URANIUM SUPPLY IS NOT DIVERSIFIED Kazakhstan 40%+ global supply Namibia rising Niger critical US = marginal producer This is a geopolitical concentration. The West shut mines. Asia secured supply. If nuclear scales again: Supply risk spikes Price volatility returns Strategic stockpiling accelerates Uranium isnt just fuel. Its leverage. #energy #nuclear #uranium https://twitter.com/i/web/status/2022016637436596429 https://twitter.com/i/web/status/2022016637436596429"
X Link 2026-02-12T18:35Z 18.2K followers, [----] engagements
"🚨 THE ENERGY TRANSITION NEEDS [---] NEW MINES BY [----] Battery demand alone requires: [--] new copper mines [--] lithium mines [--] natural graphite mines [--] rare earth mines [--] nickel mines Copper gap: Current supply. 22.9M tonnes Additional needed. 3.7M tonnes Lithium gap: +1.2M tonnes required This is industrial scale expansion. Permitting takes [----] years. Capex is exploding. Ore grades are declining. If projects dont accelerate: Mineral inflation returns EV margins compress Energy transition slows The constraint isnt demand. Its geology. #minerals #mtals #copper"
X Link 2026-02-13T09:01Z 18.2K followers, 65.5K engagements
"🛢 Venezuela is THE US strategic asset And [--] oilfield services company already knows every reservoir there Here's what changed: - #Chevron deploying $100M+ into Venezuelan facilities - New Hydrocarbons Law: 30% royalties 15% taxes international arbitration rights - Energy Secretary Chris Wright personally in Caracas 💡 This is an opportunity A company that generated $500M+ annually in #Venezuela before sanctions just crushed Q4 earnings and it has zero Venezuelan revenue . for now What's inside the full article that I just published Why this geopolitical shift is structural Why Venezuela's"
X Link 2026-02-13T14:15Z 18.2K followers, [----] engagements
"CUBA ISNT JUST FACING A REFINERY FIRE💥 Its facing an oil blockade🛢 What happened: Fire at ico Lpez refinery in Havana Main import + processing hub Blaze contained quickly No major tank damage reported But this is bigger than the fire. Fuel reality: [----] imports [--] kb/d now [--] kb/d (-35%) Venezuelan flows down Mexican volumes cut Weeks with no crude tankers arriving US policy shift: Venezuelan cargoes barred Threatened tariffs on suppliers Secondary-sanctions risk deters traders Credit risk keeps sellers away This is a blocked system. Domestic impact: Rolling blackouts Fuel rationing"
X Link 2026-02-14T01:56Z 18.2K followers, [----] engagements
"🚨 SOME ECONOMIES ARE 8090% MINING Thats not diversification Thats dependency Top exposure: Botswana. 92% diamonds Guinea. 87% gold Mali. 85% gold Burkina Faso. 84% gold Zambia. 79% copper DRC. 77% copper Even: Peru. 61% copper Namibia. 61% diamonds Why it matters: Price volatility = fiscal volatility Political instability = supply shocks ESG pressure = export risk Single-commodity risk dominates GDP This isnt just a mining story. Its macro fragility. When copper or gold moves entire national budgets move with it. #minerals #metals https://twitter.com/i/web/status/2022696386689409089"
X Link 2026-02-14T15:36Z 18.2K followers, 13.9K engagements
"🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER DRC Cobalt + copper giant Zambia #Copper belt Zimbabw #Lithium surge Namibia #Uranium + lithium South Africa PGMs + manganese Morocco Phosphates West Africa: #Gold belts across Mali Burkina Ghana Bauxite in Guinea Iron ore emerging in Sierra Leone This isnt scattered geology. Its strategic concentration. #Energy transition metals. Battery inputs. Defense-critical minerals. If capital + infrastructure scale: Supply chains diversify from China Western FDI accelerates Resource nationalism intensifies Africa isnt peripheral to the transition. Its"
X Link 2026-02-14T15:38Z 18.2K followers, 53.1K engagements
"🚨A company that generated $500M+ annually in Venezuela before sanctions just crushed Q4 earnings and it has zero Venezuelan revenue . for now 💡 This is an opportunity What's inside the full article that I just published Why this geopolitical shift is structural Why Venezuela's heavy crude needs intervention services not new megaprojects Which company has proven track record + already strong Latin America presence #Venezuela production path: 1M bpd today 2.5M bpd over next years That's not built with new wells. That's brownfield redevelopment. The company has done this exact work there"
X Link 2026-02-14T18:40Z 18.2K followers, [----] engagements
"With the Venezuela oil takeover these [--] energy stocks will be directly benefitted: [--]. $XOM ExxonMobil [--]. $CVX Chevron [--]. $BP BP PLC [--]. $VLO Valero Energy [--]. $SHEL Shell PLC [--]. $OXY Occidental Petroleum [--]. $COP ConocoPhillips Major opportunities just opened up #Venezuela #oott https://twitter.com/i/web/status/2007990266368577961 https://twitter.com/i/web/status/2007990266368577961"
X Link 2026-01-05T01:39Z 18.1K followers, [----] engagements
"💥Chinas grip on copper isnt at the mine Its at the refinery Copper underpins electrification grids EVs and clean energy systems. But the real bottleneck is refining. In [----] China refined roughly [--] million tonnes of copper. Thats more than the next [--] countries combined including the US and India. Mining spreads risk. Refining concentrates power. #copper #minerals #metals #China #India https://twitter.com/i/web/status/2020548944343052571 https://twitter.com/i/web/status/2020548944343052571"
X Link 2026-02-08T17:23Z 18.2K followers, 13.6K engagements
"🛢 PETROBRAS JUST ENTERED NAMIBIA 💥 AND IT DIDNT GO SMALL @petrobras is taking a 42.5% stake in Block [----] offshore #Namibia. Same size as @TotalEnergies which will operate the block. The structure 👇 Petrobras: 42.5% TotalEnergies (operator): 42.5% Namcor (Namibia state co): 10% Eight Offshore: 5% Maravilla exits. This is the signal. 💰 Why this matters Namibia is the hottest new offshore basin Deepwater . frontier . Guyana-style upside Petrobras adds exploration leverage outside Brazil Total doubles down as operator with scale partners This isnt portfolio filler. Its long-cycle high-impact"
X Link 2026-02-09T19:44Z 18.2K followers, 12K engagements
"🔥 57% of Europes LNG now comes from the US Russia once supplied 40%+ of EU gas. Today America dominates LNG flows. now anchors European gas security. 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) If you want to know why is a great investment have a look link in the comments👇 #oott #LNG #Russia https://twitter.com/i/web/status/2021618216221426136 https://twitter.com/i/web/status/2021618216221426136"
X Link 2026-02-11T16:11Z 18.1K followers, [----] engagements
"🚨 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 February This moves Eni closer to its target of [--] mtpa LNG equity by [----] Post-Russia Europe needs: Shorter shipping routes Diversified equity LNG Supply outside USQatar concentration Congo is a solution Libya: [-----] km Offshore With QatarEnergy In Libyas first licensing round since 2007: Eni 60% (Operator) QatarEnergy 40% Offshore License O1"
X Link 2026-02-12T11:04Z 18.1K followers, [----] engagements
"Do you want to know which is the💰 company Who owns 25% of the pipeline behind the decade's top [--] energy ⚡demand themes US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) If you want to know why is a great investment have a look here👇 #oott #LNG #AI #DataCenters https://themerchantsnews.substack.com/p/1-company-owns-14-of-the-pipeliner=tf0g2 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) While the market worries about"
X Link 2026-02-12T14:48Z 18.2K followers, [----] engagements
"🚨Trump launches a $12B critical minerals stockpile Explicit goal. Counter China💥 State becomes buyer of last resort Demand is guaranteed Price sensitivity drops Capital flows front-run procurement Look at the board. Rare earths. $MP $USAR $CRML Copper. $FCX $IVN $HBM Uranium. $CCJ $UEC $NXE Lithium. $ALB $SQM $LAC Graphite antimony beryllium $NVX $UAMY $MTRN This is about strategic scarcity. #Trump #Copper #rareearth #energy #uranium #nuclear https://twitter.com/i/web/status/2018318695680892971 https://twitter.com/i/web/status/2018318695680892971"
X Link 2026-02-02T13:40Z 18.2K followers, 69.7K engagements
"⚠ Silver Doesnt Move.It Explodes 💥 History is clear 🚀The big moves: +543% (197980) Hunt Brothers squeeze +293% (200911) post-crisis reflation +107% (2020) pandemic shock +320% (202526) new all-time highs Silver doesnt price smoothly. It re prices violently. #silver #metals"
X Link 2026-02-05T14:40Z 18.2K followers, [----] engagements
"THE US GRID JUST FLIPPED ☀ SOLAR = 50% OF ALL NEW US POWER CAPACITY IN [----] Solar dominates most states. (#Texas Southeast . #Midwest) Batteries explode in the West. Now core not backup Wind still matters. But its regional Gas adds stability. Not growth The transition isnt coming. Its being built. State by state. Right now. #energy https://twitter.com/i/web/status/2020923234233790922 https://twitter.com/i/web/status/2020923234233790922"
X Link 2026-02-09T18:10Z 18.2K followers, 19K engagements
"🚨 BREAKING: Chevron Enters Africas Largest Oil Reserve 🛢 [--] billion barrels #Chevron has won Contract Area [---] and signed an MoU with Libyas NOC. It marks its formal return after more than a decade. Why #Libya matters #Africas largest proven reserves 48B barrels Low lifting costs Massive under-developed upside Chevron is hunting its own next Guyana. In Guyana #ExxonMobil scaled from zero to 600k+ bpd in under a decade and is targeting 1.7m bpd by [----]. That asset reshaped Exxons growth and cash flow profile. Chevron is building a frontier option set. #Namibia. #Egypt Now Libya. Big geology"
X Link 2026-02-11T16:48Z 18.2K followers, [----] engagements
"📊 Top [--] Oil & Gas Giants by Market Cap (Oct 2025) [--] Saudi Aramco $1.65 trillion [--] ExxonMobil $480 billion [--] Chevron $269 billion [--] PetroChina $230 billion [--] Shell $218 billion [--] TotalEnergies $136 billion [--] CNOOC $122 billion [--] ConocoPhillips $109 billion [--] Southern Company $105 billion 🔟 TAQA $96 billion Oil may be entering its most complex era ever volatile prices record profits and diverging transition strategies. Yet as long as energy security trumps ideology the worlds most valuable companies will still run on hydrocarbons. #oott #Energy #OilAndGas #Commodities #Markets #SaudiAramco"
X Link 2025-11-11T14:37Z 18.2K followers, [----] engagements
"🛢 Leadership shift at Shell Shell PLC announced that Robin Mooldijk President of Projects & Technology will step down effective Feb [--]. This is a governance change Shell confirmed: No change to financial reporting segments Integrated Gas Upstream Chemicals Marketing Renewables all unchanged Executive Committee reduced to eight members Markets should read this as organizational streamlining not a shift in capital allocation or energy mix. The real signals will come later. Capex discipline LNG priorities and project sequencing still matter more than titles. #Shell #OilAndGas #EnergyMarkets"
X Link 2026-01-20T10:42Z 18.2K followers, [----] engagements
"🚨 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 a strategic exit. Context that matters: Shell was one of the earliest backers of #VacaMuerta @Petronas already walked away in [----] Now Shell exits #LNG and looks to sell upstream assets ⚠When [--] LNG supermajors leave in [--] years the message is clear: something in economics regulation logistics or political risk doesnt work at scale."
X Link 2026-01-23T08:26Z 18.2K followers, [----] engagements
"Africa is sitting on the real energy transition bottleneck 🌍⚒ This map isnt about oil or gas. Its about critical minerals. Lithium #copper manganese #RareEarths Artisanal and small-scale mining dominates supply High relevance Low control and High geopolitical risk The #energy transition doesnt fail on demand. It fails on where the metals come from. Whoever secures supply from #Africa chains controls: 🔋 batteries ⚡ grids 🤖 EVs 🧠 industrial leverage The next #commodity supercycle wont start in London or New York. It starts here. https://twitter.com/i/web/status/2015717052011450752"
X Link 2026-01-26T09:22Z 18.2K followers, [----] engagements
"🚨 LUKOIL FORCED SELL-OFF 🛢 This is not a normal M&A. Its a sanctions driven asset fire sale. Whats on the table 👇 $22bn of #Lukoil foreign assets Buyer: The Carlyle Group Scope: Europe Middle East Africa Central Asia Mexico Includes crown jewels like West Qurna-2 (Iraq) and refineries in Bulgaria & Romania ❌ Kazakhstan assets excluded Why this is explosive 💥 This is forced divestment not strategic rotation Sanctions are now re-wiring ownership of global oil assets Private equity stepping in where majors and NOCs wont Reality check 🔎 Deal details are thin Political risk is massive Expect"
X Link 2026-01-29T10:47Z 18.2K followers, [----] engagements
"🛢 Saudi Aramco runs the worlds oil #China alone absorbs [----] mb/d #Japan [---] kb/d Korea [---] kb/d #India [---] kb/d and rising + LatAm [---] kb/d via refining and JV routes Africa quietly takes [---] kb/d This is locked-in demand through refining petrochemicals and equity stakes. Add this 👇 #LNG expansion of +3040 mtpa by [----] Crude products chemicals and gas all integrated When markets talk about losing oil demand @aramco is already selling barrels molecules and margins across every major growth hub. This is why Aramco doesnt chase prices. Prices chase Aramco. #oott #natgas"
X Link 2026-01-30T09:35Z 18.2K followers, 23.3K engagements
"Africas mineral map (without oil and gas) A few things stand out fast. DRC dominates. The cobalt #Copper and critical #minerals core of the continent Southern Africa punches above its weight. South Africa Zambia Zimbabwe anchor export value West Africa is fragmented. Big potential uneven monetization Most countries remain sub $5bn exporters despite vast geology This is an infrastructure capital and processing bottleneck. #Africa doesnt lack minerals. It lacks pricing power and downstream control. https://twitter.com/i/web/status/2017661161668583605"
X Link 2026-01-31T18:08Z 18.2K followers, 70.9K engagements
"Devon Coterra will merge to create $58 billion US shale giant #oott"
X Link 2026-02-03T08:02Z 18.2K followers, 13.3K engagements
"$GLEN sells 40% of its African copper and cobalt assets To a US government-backed group. Implied value $9B including debt Washington wants control over critical minerals Equity replaces diplomacy Supply chains get political Copper and cobalt arent just metals anymore ⚡ Theyre strategic assets. Glencore gets risk-sharing. The US gets influence at the source. #mining #Copper #Metals https://twitter.com/i/web/status/2018736797061181452 https://twitter.com/i/web/status/2018736797061181452"
X Link 2026-02-03T17:22Z 18.2K followers, 42.8K engagements
"@Suncor beat Q4 profit estimates💸 🛢Despite weak commodities. Why Higher production did the work. Not pricing. Volume offsets price Fixed costs get diluted Scale cushions downside Now zoom out. As #China signs new trade agreements Global demand stays politically supported. Not booming. But stabilized. Producers that can grow barrels. Survive soft price cycles. Is scale now the only real hedge #oott #Canada https://twitter.com/i/web/status/2018848070243385750 https://twitter.com/i/web/status/2018848070243385750"
X Link 2026-02-04T00:44Z 18.2K followers, [---] engagements
"⚠ Coppers Supply Shock Is Coming ⚡ @IEA data shows a primary copper deficit emerging later this decade. Mine supply peaks early New projects arrive too slowly Demand keeps rising across all scenarios Supply stuck around [----] Mt Demand heads toward 30+ Mt Copper isnt rare. Time is. Where is the clearing level when the gap opens #copper #mineral #mining #metals #energy https://twitter.com/i/web/status/2019358628227027402 https://twitter.com/i/web/status/2019358628227027402"
X Link 2026-02-05T10:33Z 18.2K followers, [---] engagements
"🛢Oil & Gas Still Anchor the Worlds Biggest Economies Saudi Aramco $1.6T market cap Gazprom $70B despite sanctions and rerouted flows Petrobras $112B leverage to offshore + dividends Reliance Industries $231B oil-to-chemicals + refining scale Energy companies still dominate national balance sheets and the State-linked producers matter more than pure majors in GDP terms AI moves markets. Oil and gas still move countries. #oott #energy #India #Russia #Brazil https://twitter.com/i/web/status/2019361643629543706 https://twitter.com/i/web/status/2019361643629543706"
X Link 2026-02-05T10:45Z 18.2K followers, [----] engagements
"🚨 Chinas Oil Reality in One Chart China is the n.1 oil importer worldwide🌍 Breakdown tells the real story 👇 Middle East (ex-Saudi): [---] mb/d #Russia : [---] mb/d Saudi Arabia: [---] mb/d Iraq: [---] mb/d Americas + Africa: rising fast This isnt diversification for comfort. Its diversification for control. #China is deliberately spreading geopolitical risk arbitraging sanctions freight and politics. Security of supply beats ideology every time. ⚠ but something big is happening . I just published my latest Article on How US Just Captured [--] Million bpd of Chinas #oott #China #Trump #Iran"
X Link 2026-02-05T16:26Z 18.2K followers, [----] engagements
"What do Shell TotalEnergies Chevron bp and ExxonMobil all have in common right now They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why 🔹 #Namibia: 6.2B barrels discovered first oil 2029-2030 🔹 #Angola: $70B committed through [----] 🔹 West Africa: 40% of global high-impact wells in [----] 🔹 #Nigeria: Reformed regulations IOCs returning The constraint Global offshore rig fleet collapsed 50% (2014-2024). Can't be rebuilt quickly (3-4 year lead times). The opportunity One company with the World's largest fleet huge backlog (2+ years"
X Link 2026-02-06T17:10Z 18.2K followers, 59.4K engagements
"Critical minerals. The USBrazil deal #China controls 90% of #rareearth processing. Thats the real choke point #Brazil holds the 2nd largest reserves but produces and processes very little Washington sees the gap. This week the US DFC announced $565m to finance rare earth extraction in Brazil. Thats not diplomacy. Its supply-chain strategy. Why it matters: needs alternatives to China has geology lacks capital and tech weaponizes processing dominance With the right investment Brazil can become a 2nd global hub for critical minerals. Quietly and Strategically."
X Link 2026-02-06T17:30Z 18.2K followers, 144.9K engagements
"China just handed itself a strategic own goal. Beijing tried to pressure Japan by weaponizing rare earths. Export controls. Threats. Political pressure. Instead of weakening Sanae Takaichi it turbo-charged her support. Every squeeze made her message stronger: China is a security risk Japan must re-arm Strategic autonomy matters Public opinion hardened. Defense spending became easier to sell. Her leadership credentials improved. So China quietly backed down and reopened exports. Not goodwill. Fear. Fear that Japan would accelerate domestic rare-earth production. Fear that once Japan produces"
X Link 2026-02-07T18:14Z 18.2K followers, 17.6K engagements
"🚢 Oil Tankers Decide the Market Not the Other Way Around. This is how crude really moves ULCC / VLCC 200k320k DWT. Long-haul giants. Middle East Asia. Lowest cost per barrel. Suezmax 120k160k DWT. Optimized for the Suez Canal. Atlantic Asia flexibility. Aframax 80k120k DWT. Regional workhorse. Shorter routes. Higher freight sensitivity. Panamax 60k80k DWT. Canal-restricted. Niche trades only. Tanker size = route access + freight cost + arbitrage viability. When geopolitics hit canals or chokepoints freight rewrites oil prices fast. Whoever controls ships controls flows. #oott"
X Link 2026-02-07T18:16Z 18.2K followers, 69.5K engagements
"🛢 RUSSIA JUST REPLACED INDIA WITH CHINA 🚀 AND DID IT AT RECORD SCALE [----] million bpd of Russian seaborne crude to China +46% YoY the highest month on record Russia overtakes Saudi Arabia as Chinas 1st supplier 100% of ESPO crude flowed to China for the first time Yulong refinery alone: [------] bpd exclusively Russian Kozmino China: [--] days sailing (Fast Cheap Secure) 💰 Why China is buying Urals discount now $7/bbl vs Brent Russia absorbs logistics insurance and sanctions risk Iranian and Venezuelan flows are politically fragile Russian supply is large proximate predictable As India trims"
X Link 2026-02-08T17:34Z 18.2K followers, 291.1K engagements
"🚨The oil market just revealed which energy companies are the best Q4 earnings exposed something very important: #ExxonMobil & #Chevron: Beat estimates maintained $20B+ shareholder returns Oxy & @ConocoPhillips: Missed badly announced billion-dollar cost cuts Shell: Weakest quarter since [----] despite an integrated model 💥Same commodity prices.Radically different outcomes This is due to architectural divergences #Vitol just revised peak oil demand upward to [---] million barrels/day in the mid-2030s. That's 8-10 more years of runway. But only certain structures can capitalize. In my latest"
X Link 2026-02-09T14:07Z 18.2K followers, [----] engagements
"⚛ NUCLEAR IS BACK BUT NOT WHERE YOU THINK 🌍 [---] GW of nuclear operating globally ➕ [---] GW more planned or announced Heres what really matters: #China [--] GW running. [---] GW pipeline The largest nuclear build-out on Earth United States [---] GW running. Only +7 GW coming Big base. Minimal growth #France [--] GW running. +12 GW planned Rebuilding slowly #Russia [--] GW running. [--] GW pipeline Still expanding despite sanctions #India [--] GW running. [--] GW planned Early stage big ambition ⚠ China and India are scaling for growth The West is maintaining not expanding Energy security is driving"
X Link 2026-02-09T19:50Z 18.2K followers, 32.6K engagements
"⚠ AKER BP: DEMAND GROWS FOR AT LEAST [--] MORE YEARS This isnt about cars anymore. Its about what oil is actually used for Global oil demand keeps rising into the mid-2030s No peak this decade Higher demand = higher investment required Whats really driving growth 🚛 Trucks: [----] [----] mb/d 🧪 Petrochemicals: [----] [----] mb/d (the big one) ✈ Aviation: [---] [---] mb/d ⚡ Energy own use: rising not falling Whats not growing Passenger vehicles: peak [----] then flat Power generation: structurally declining Buses buildings maritime: flat at best Growth moves from: ➡ gasoline ➡ to petchem freight aviation"
X Link 2026-02-10T08:52Z 18.2K followers, [----] engagements
"🌍 World exports $24.5 TRILLION #China : $3.6T . the single biggest exporter U.S.: $2.1T . energy tech defense heavy Europe = a system not one country #Germany $1.75T #Netherlands $985B (re-exports matter) Middle East = energy flows Saudi Arabia $610B This isnt free trade. Its chokepoint economics. When the next shock hits disruption wont be everywhere. It will hit the hubs. #trade https://twitter.com/i/web/status/2021384428006568283 https://twitter.com/i/web/status/2021384428006568283"
X Link 2026-02-11T00:42Z 18.2K followers, [----] engagements
"🛢 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 returned in 2025: $8.8B dividends $8.5B buybacks Flexible buybacks. No panic cuts. No rigid formula. Strategic Discipline: No #Venezuela exposure. Too costly. Too political. Willing to step back from Russian LNG if needed. Lower geopolitical risk. Capital goes to: #Brazil deepwater Middle East gas Integrated LNG Lower-cost lower-carbon"
X Link 2026-02-11T15:42Z 18.2K followers, [----] engagements
"🚢 US LNG just hit another record From [---] Mt in [----] To [-----] Mt in [----] Thats a 30x increase in less than a decade. With the EU phasing out Russian gas and Asia still structurally long demand U.S. LNG is becoming the swing supplier of the global gas market. The question now: Can US infrastructure keep up with global dependence 🚨 [--] company owns 25% of the pipeline behind the decade's top [--] energy demand themes: US LNG exports (67% growth by 2030) AI power demand (163% increase in Texas data centers) full investment thesis here👇 #oott #LNG #Russia #AI"
X Link 2026-02-11T19:04Z 18.2K followers, [----] engagements
"Oil & gas runs through four core segments: 🛢 Upstream Exploration & production. Driven by oil & gas prices. Highest risk highest leverage. 🚚 Midstream Pipelines shipping storage. Driven by volumes and contracts. Infrastructure play. 🏭 Downstream Refining & petrochemicals. Driven by margins and product demand. 🛒 Marketing & End Use Retail aviation industry. Driven by final consumption. When the cycle shifts profits rotate across the chain. #oott"
X Link 2026-02-11T23:32Z 18.2K followers, [----] engagements
"Chinas port footprint in Africa is no longer just commercial. Dozens of ports financed built or managed by Chinese entities Concentration along key trade corridors. Red Sea West Africa Southern Africa Several locations hosting PLA Navy port calls or exercises A small number assessed as viable dual-use hubs ⚡Control logistics nodes along #energy and #mineral routes Secure access points near choke points. This is infrastructure power projection. Ports move containers in peacetime. They move influence in competition. #China #Africa"
X Link 2026-02-11T23:35Z 18.2K followers, [----] engagements
"📊 Global copper reality [---] Mt already produced [---] Bt discovered [---] Bt still undiscovered ➡ [---] Bt total estimated endowment Sounds abundant. But demand is [--] Mt/year and rising fast driven by EVs grids renewables and data centers. The constraint isnt copper in the ground. Its grades permitting capex and processing. Geology matters. Supply response matters more. #copper #metals #minerals https://twitter.com/i/web/status/2021734700788658444 https://twitter.com/i/web/status/2021734700788658444"
X Link 2026-02-11T23:54Z 18.2K followers, 10.8K engagements
"Europes GAS map has been rewritten Before 2022: Russia via Nord Stream Yamal Ukraine transit = backbone Algeria + Norway = complementary LNG = marginal Today: Norway = structural pillar LNG = strategic swing supply Russian pipeline gas = shrinking to residual flows (TurkStream limited transit) Azerbaijan via TANAP/TAP gaining weight Energy security in Europe now depends less on one supplier and more on infrastructure regas capacity and interconnectors. Can infrastructure keep up with global dependence full investment thesis here👇 #energy #oott #Russia"
X Link 2026-02-12T07:41Z 18.2K followers, [----] engagements
"🚨 CHINA JUST SENT LNG TO EUROPE The worlds biggest buyer just became a seller. 🚢Seapeak Glasgow reloaded in Zhejiang Cargo now heading to Europe Rare East West LNG flow Europe storage under pressure Why Weak Asian spot demand Open arbitrage window Traders exploiting spreads China is now a swing player (like ) Gas isnt regional anymore. It moves where margins are. #oott #NatGas #China https://twitter.com/i/web/status/2021910464494514556 https://twitter.com/i/web/status/2021910464494514556"
X Link 2026-02-12T11:33Z 18.2K followers, [----] engagements
"🚨 Syria Floats [---] bcm Gas + 2.5bn Barrels Oil Optionality or real supply It all hinges on sanctions Eastern Med Offshore Chevron TotalEnergies Eni and ConocoPhillips are positioning early. [---] bcm gas cited 2.5bn barrels oil claimed 33% explored [--] blocks under negotiation First work program within [--] months #Chevron signed an MoU with Qatars UCC Holding. A second block is discussed with #TotalEnergies + QatarEnergy. A third is under negotiation with Eni. Geology sits between Leviathan and Zohr. Concept credible. Politics not investable. Onshore Northeast Damascus targets [--] rehabilitations"
X Link 2026-02-12T14:39Z 18.2K followers, [---] engagements
"🚨 MERCURIA JUST BOUGHT OUT CHINESE STATE CAPITAL A top commodity trader just cut Beijing out💥 CNICs 5% stake fully repurchased Chinese state ownership now 0% Founders now control 68.21% 5% shares moved to treasury Why Commodities are politicised USChina tensions rising Sanctions scrutiny increasing Flow control = strategic power This isnt cosmetic. Its geopolitical positioning. In a world where oil metals and grains are leverage being state-linked is a liability. If this trend continues: Traders de-risk shareholder bases Banks price political exposure Neutral houses gain premium status The"
X Link 2026-02-12T15:00Z 18.2K followers, [----] engagements
"🛢 140m+ Russian Barrels Stuck At Sea 💰 Sanctions Are Propping Up Prices This is not total supply. It is usable supply. 140m Russian barrels are floating. Add Iranian and Venezuelan crude. Because of sanctions: Many refiners cant lift them Insurance and shipping are constrained Flows slow discounts deepen Barrels exist. They dont clear. After the USIndia trade deal refiners are shifting toward US and other compliant crude. Competition inside the clean pool rises. 🛢 Vitol Trafigura Gunvor Group Mercuria move finance and warehouse these flows. If enforcement tightens premiums widen. If"
X Link 2026-02-12T17:15Z 18.2K followers, [----] engagements
"🚨 ENERGY IS BACK. But not for the reason you think. Bank of America says the energy sector is in a rotational bull market driven by a shift away from large-cap tech Why the rotation Capital rotating out of mega-cap tech Cash yield growth narrative Geopolitical risk supporting crude #Venezuela #Iran #Russia This isnt a demand boom. Its capital reallocation. Oil isnt tight. Positioning is shifting. Large caps Limited upside. Valuations tied to yield. Mid-caps: $DVN $CTRA $OVV $CRC Energy is in a rotational bull phase #energy #oott #BOFA @BofA_News"
X Link 2026-02-12T18:39Z 18.2K followers, [----] engagements
"🚨 THE US DEPENDS ON CHINA FOR CRITICAL MINERALS Energy transition Defense Tech. 100% import reliant on [--] minerals 95%+ rare earths 83% antimony from #China 100% gallium + graphite 50%+ nickel magnesium germanium China is the primary supplier across key inputs. Why it matters: EVs need lithium graphite Solar needs tellurium Chips need gallium germanium Defense needs rare earths This is leverage #minerals #metals"
X Link 2026-02-12T21:42Z 18.2K followers, 21.6K engagements
"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 Geopolitical headlines scream risk. The balance sheet says surplus. Do you think something will change #oott #Brent #WTI https://twitter.com/i/web/status/2022242567161516296 https://twitter.com/i/web/status/2022242567161516296"
X Link 2026-02-13T09:32Z 18.2K followers, [----] engagements
"🚨 EUROPES GAS SHOCK ISNT OVER Prices collapsed from [----] highs. But they didnt reset to pre crisis norms. TTF peaked above 300/MWh in [----] JKM surged above $60/MMBtu [------] levels still structurally higher than [----] EU power prices remain above US & China Look at industry power costs: #Italy & #Germany still elevated EU average US average #China & US structurally cheaper Why #LNG import dependence Loss of cheap Russian pipeline gas Volatile global gas linkage This is structural cost inflation. If gas stays globally priced: European industry loses margin Deindustrialisation risk rises US"
X Link 2026-02-13T11:45Z 18.2K followers, [----] engagements
"🛢How Big is the Oil market Bigger than the top [--] metal markets combined. Oil alone iron ore + #GOLD + #copper + aluminum + nickel combined. Why it matters Oil sets inflation Oil drives trade balances Oil anchors geopolitics Oil underpins petrochemicals transport power This isnt just another commodity. Its the largest physical market on Earth⚠ When oil moves everything else adjusts. #oott #commodity https://twitter.com/i/web/status/2022340840568287571 https://twitter.com/i/web/status/2022340840568287571"
X Link 2026-02-13T16:03Z 18.2K followers, 31.2K engagements
"🚨 VENEZUELA IS NOT JUST AN OIL STORY Its a resource superpower. Oil 303B barrels first globally Natural gas [---] Tcm Top [--] #Gold [----] tonnes (est.) Iron ore [--] Gt Bauxite diamonds #coal Most concentrated around the Orinoco Belt & #Mining Arc. #Venezuela isnt a [--] commodity bet. Its a geology advantage. If political normalization accelerates: Hydrocarbons scale first Mining FDI follows Strategic metals re-rate Venezuela isnt just a turnaround oil trade. Its a multi-resource optionality play. #oott #NatGas https://twitter.com/i/web/status/2022485068682297732"
X Link 2026-02-14T01:36Z 18.2K followers, [----] engagements
"🚨 US GAS JUST SAW A TOP-10 DRAW IN HISTORY Jan [--] 2026: [----] Bcf💥 Largest weekly withdrawal since [----] Bigger than [----] polar vortex week Top draw in [--] years of data Deep winter tightening Why Severe cold across key demand hubs #LNG exports pulling steady volumes Power burn elevated Storage started below 5-yr average This isnt noise. Its how quickly balance flips. If late-winter cold persists: Storage deficits widen Henry Hub volatility spikes Summer refill risk increases Gas looks calm. Until it isnt. #oott #NatGas"
X Link 2026-02-14T01:44Z 18.2K followers, [----] engagements
"🚨 RUSSIA SITS ON $75 TRILLION IN NATURAL RESOURCES Thats more than anyone Top countries by resource value: #Russia $75T US $45T Saudi Arabia $34T #Canada $33T #Iran $27T #China $23T #Brazil $22T Australia $20T Russias edge: Oil Gas Coal Timber Rare earths This isnt GDP. Its underground leverage. #Energy. #Metals. Strategic materials. When geopolitics escalates countries with reserves hold optionality. The balance of power isnt just military. Its geological. #oott https://twitter.com/i/web/status/2022736363070664908 https://twitter.com/i/web/status/2022736363070664908"
X Link 2026-02-14T18:15Z 18.2K followers, [----] engagements
"🚨 COPPER STOCKS JUST PASSED [--] MILLION TONNES Supply keeps rising. [----] kt on exchanges [--] weeks of builds in a row +45 kt this week Shanghai and LME both up Usually activity slows before Lunar New Year. But this time inventories are already high. If stocks stay elevated: Prices struggle to rally Spreads weaken Bulls need a new demand or supply shock Right now copper looks well supplied. #copper #China #Metals #minerals https://twitter.com/i/web/status/2022798024544551347 https://twitter.com/i/web/status/2022798024544551347"
X Link 2026-02-14T22:20Z 18.2K followers, [----] engagements
"🛢 Venezuela is THE US strategic asset And [--] oilfield services company already knows every reservoir there Here's what changed: - #Chevron deploying $100M+ into Venezuelan facilities - New Hydrocarbons Law: 30% royalties 15% taxes international arbitration rights - Energy Secretary Chris Wright personally in Caracas 💡 This is an opportunity A company that generated $500M+ annually in #Venezuela before sanctions just crushed Q4 earnings and it has zero Venezuelan revenue . for now What's inside the full article that I just published Why this geopolitical shift is structural Why Venezuela's"
X Link 2026-02-14T22:42Z 18.2K followers, [---] engagements
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