[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @lwsresearch LWS Financial Research LWS Financial Research posts on X about mining, $pbr, $whc, exxon mobil the most. They currently have XXXXX followers and 1847 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1531936804139683840/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX +16% - X Months XXXXXXXXX +43% - X Year XXXXXXXXX +514% ### Mentions: XXX [#](/creator/twitter::1531936804139683840/posts_active)  - X Week XXX -XXXX% - X Month XXX +4.20% - X Months XXXXX +13% - X Year XXXXX +425% ### Followers: XXXXX [#](/creator/twitter::1531936804139683840/followers)  - X Week XXXXX +0.97% - X Month XXXXX +4.70% - X Months XXXXX +33% - X Year XXXXX +101% ### CreatorRank: XXXXXXX [#](/creator/twitter::1531936804139683840/influencer_rank)  ### Social Influence [#](/creator/twitter::1531936804139683840/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [mining](/topic/mining) #2148, [$pbr](/topic/$pbr) #2, [$whc](/topic/$whc) #1, [exxon mobil](/topic/exxon-mobil) #38, [$xom](/topic/$xom) #16, [copper](/topic/copper) #654, [corp](/topic/corp) #270, [$ec](/topic/$ec) #1, [brazil](/topic/brazil) #1045, [$48m](/topic/$48m) #13 **Top accounts mentioned or mentioned by** [@crisu1969](/creator/undefined) [@marcelo12650938](/creator/undefined) [@tootiefrootie13](/creator/undefined) [@sandberghaedo](/creator/undefined) [@secretarywright](/creator/undefined) [@blueorigin](/creator/undefined) [@coinbase](/creator/undefined) [@jasonles](/creator/undefined) [@time](/creator/undefined) [@valarislimited](/creator/undefined) [@mattyp2020](/creator/undefined) [@jaayshaan](/creator/undefined) [@walststocker](/creator/undefined) [@stone_flanders](/creator/undefined) [@jomasilva88](/creator/undefined) [@lp_actionnaire](/creator/undefined) [@stephencarc](/creator/undefined) [@kryptowombat](/creator/undefined) [@morgan_brinig](/creator/undefined) [@calvinfroedge](/creator/undefined) **Top assets mentioned** [PolkaBridge (PBR)](/topic/$pbr) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Ecopetrol S.A (EC)](/topic/$ec) [Ethereum (ETH)](/topic/ethereum) [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin (BTC)](/topic/bitcoin) [Convex Finance (CVX)](/topic/$cvx) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [ETHPoW (ETHW)](/topic/$ethw) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Enume AI (ENI)](/topic/$eni) [BHP Group Limited (BHP)](/topic/$bhp) [ETHA Lend (ETHA)](/topic/$etha) [Fidelity Ethereum Fund (FETH)](/topic/$feth) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [iShares BTC Trust (IBIT)](/topic/$ibit) [Oxygen (OXY)](/topic/$oxy) [CNA Financial, Corp. (CNA)](/topic/$cna) [Morgan Stanley (MS)](/topic/morgan-stanley) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [Southern Copper Corporation (SCCO)](/topic/$scco) [American Airlines Group Inc (AAL)](/topic/$aal) [Newmont Corporation (NEM)](/topic/$nem) [Barrick Gold Corp. (GOLD)](/topic/$gold) [AutoCrypto (AU2)](/topic/$au) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [ConocoPhillips (COP)](/topic/conocophillips) [Copiosa Coin (COP2)](/topic/$cop) [Goldman Sachs (GS)](/topic/goldman-sachs) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [Newell Brands Inc (NWL)](/topic/$nwl) [Invesco Galaxy Ethereum ETF (QETH)](/topic/$qeth) [Teck Resources Limited (TECK)](/topic/$teck) ### Top Social Posts [#](/creator/twitter::1531936804139683840/posts) --- Top posts by engagements in the last XX hours "U.S. Energy Secretary Chris Wright said the United States will not support a global carbon tax reaffirming President Trumps stance ahead of this weeks IMO meeting on a potential UN-backed levy on shipping emissions. Wright emphasized that the U.S. wont allow international bodies to impose costly burdens on energy producers or American families urging nations to prioritize energy expansion and economic growth over what he called climate-alarmist taxation. β‘π’ #US #IMO #CarbonTax #EnergyPolicy" [X Link](https://x.com/lwsresearch/status/1978597722740408351) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T23:03Z 5124 followers, 1850 engagements "π΅π’ UBS boosts valuations for oil & gas majors citing stronger FCF forecasts cost savings & US tax benefits. Still cautious on crude favors natural gas after XX% subsector drop. Updates PTs for ExxonMobil $XOM Chevron $CVX ConocoPhillips $COP & EOG Resources $EOG. #Energy #OilandGas #Stocks" [X Link](https://x.com/lwsresearch/status/1958200380191301901) [@lwsresearch](/creator/x/lwsresearch) 2025-08-20T16:12Z 5119 followers, XXX engagements "β‘ The Trump administration is weighing an additional $12B in cuts to clean energy funding targeting EV manufacturing and carbon capture projects. Impacted programs include grants to Occidental $OXY General Motors $GM and Stellantis $STLAM for U.S. plant conversions. The move follows last weeks $7.56B rollback in DOE climate funding π #Energy #EV #Politics" [X Link](https://x.com/lwsresearch/status/1975649101816430770) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T19:47Z 5118 followers, XXX engagements "π’ ExxonMobil Corp $XOM has ramped up oil production in Guyana to 770000 bpd following the startup of its fourth floating production facility making the country one of the core assets in Exxons global portfolio. Average output rose from 685000 bpd in August to 740000 bpd in September with plans to exceed 900000 bpd once full capacity is reached. Exxon aims to launch its 5th (Uaru 2026) and 6th (Whiptail 2027) projects soon while its 8th project (Longtail) Guyanas first standalone gas development is targeted for 2030. βπ #ExxonMobil #Guyana #Oil" [X Link](https://x.com/lwsresearch/status/1977782224574439682) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T17:03Z 5118 followers, XXX engagements "β Whitehaven Coal $WHC repurchased 38194 shares on Sept X for AUD 238.8K at prices between AUD 6.206.29. Total buybacks now stand at 5.18M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. π" [X Link](https://x.com/lwsresearch/status/1965728049246380157) [@lwsresearch](/creator/x/lwsresearch) 2025-09-10T10:44Z 5117 followers, XXX engagements "πΌ KKR $KKR is weighing the sale of its XX% stake in Pembina Gas Infrastructure with the holding valued at around $7B according to sources. The JV with Pembina Pipeline $PPL created in 2022 owns midstream assets for transporting processing and storing natural gas and NGLs across Western Canada β‘ #KKR #Energy #M&A" [X Link](https://x.com/lwsresearch/status/1973469949935972737) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T19:27Z 5122 followers, XXX engagements "πΌ Jefferies reiterated its Buy rating on ConocoPhillips $COP trimming its price target to $XXX (from $129) implying XX% upside from the last close. The firm expects free cash flow (FCF) to rise sooner than the market anticipates driven by synergy acceleration lower capex and higher production. Jefferies cautions that investors may be overlooking key revenue and opex levers beyond capital reductions. βπ #ConocoPhillips #Oil #Investing" [X Link](https://x.com/lwsresearch/status/1977711482860093595) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:22Z 5124 followers, XXX engagements "Guyanas Vice President said the country will keep gas development on the table including future projects by Exxon Mobil Corp. $XOM. Exxons Longtail project is set to be the first to develop non-associated gas in Guyana followed by potential expansions at Haimara and Pluma. Plans for LNG conversion remain under evaluation. βπ’ #Guyana #ExxonMobil #Energy" [X Link](https://x.com/lwsresearch/status/1978913450777845921) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T19:58Z 5124 followers, XXX engagements "π Whitehaven Coal Limited $WHC continues its on-market buy-back repurchasing 121906 shares on June XX for AUD 665K. Total buy-back now at 4.18M shares aiming for up to 41.8M (AUD 72M). Broker: UBS Securities. π¦ #ASX #BuyBack" [X Link](https://x.com/lwsresearch/status/1938154354336260541) [@lwsresearch](/creator/x/lwsresearch) 2025-06-26T08:36Z 5117 followers, XXX engagements "π΅ Major U.S. banks JPMorgan Chase & Co. $JPM Bank of America Corp. $BAC Goldman Sachs Group Inc. $GS and Citigroup Inc. $C are reportedly in talks with the U.S. Treasury to arrange loans for Argentina according to Semafor. The discussions could mark a key step in U.S. efforts to stabilize Argentinas economy. #Argentina #Banks #Finance" [X Link](https://x.com/lwsresearch/status/1978925941624631648) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T20:48Z 5124 followers, 1443 engagements "BitMine Immersion $BMNR holdings include 2830151 ETH (priced at $4535/ETH) XXX BTC a $XXX million stake in Eightco Holdings (ORBS) and $XXX million of unencumbered cash. The company says it is the worlds largest ETH treasury owns more than X% of ETH supply ranks #28 by U.S. average daily dollar trading volume ($2.5 billion 5-day avg as of Oct X 2025) and states a strategic goal to acquire X% of ETH" [X Link](https://x.com/lwsresearch/status/1975183967432188028) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T12:58Z 5124 followers, XXX engagements "Gold hit a record high on Thursday rising for the fifth consecutive session as investors increased their safe-haven bets amid growing trade tensions between the world's two largest economies a US federal government shutdown and increased bets on interest rate cuts" [X Link](https://x.com/lwsresearch/status/1978734929241350246) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:09Z 5118 followers, XXX engagements "Centrica $CNA is deepening its nuclear power commitment as part of a 10bn plan to build the UKs first advanced modular reactors in northeast England partnering with US-based X-energy. The deal announced ahead of US President Donald Trumps UK visit is one of several new US-UK energy partnerships that the UK government says will strengthen energy security β‘. FTSE 100-listed Centrica and Maryland-headquartered X-energy signed a joint development agreement to deploy the US companys Xe-100 modular reactors. The first phase will install twelve 80-megawatt reactors at Hartlepool enough to power 1.5" [X Link](https://x.com/lwsresearch/status/1967374168669798574) [@lwsresearch](/creator/x/lwsresearch) 2025-09-14T23:45Z 5117 followers, XXX engagements "π₯ Petrobras $PBR Completes First Gas Import from Argentinas Vaca Muerta via Pipeline π October X 2025 Refinitiv π Milestone Energy Transaction Petrobras ($PETR3) and Pluspetrol have completed their first-ever import of unconventional natural gas from Argentinas Vaca Muerta shale formation via pipeline marking a significant step in regional energy integration. π§ Key Details The test shipment completed last Friday involved 100000 cubic meters of gas produced by Petrobras Argentine subsidiary (POSA) and Pluspetrol. The gas was transported through existing pipelines from Argentina to Bolivia" [X Link](https://x.com/lwsresearch/status/1975279738726846975) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T19:19Z 5117 followers, XXX engagements "β Freeport Indonesia a unit of Freeport-McMoRan $FCX may be forced to halt operations at its $3.7B Manyar copper smelter by the end of October due to a shortage of copper concentrate following the mudslide at the Grasberg mine according to local media Kontan. Officials from Indonesias Energy Ministry said Grasbergs supply may only last through this month after the deadly landslide that killed seven workers. Production may not fully recover until 2027. βπ #Freeport #Copper #Mining" [X Link](https://x.com/lwsresearch/status/1978045170399531371) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T10:28Z 5118 followers, XXX engagements "πΊ CNN owned by Warner Bros Discovery Inc. $WBD will launch its new All Access subscription on Oct. XX for $6.99/month offering live and on-demand video full access and CNN Originals content. The move marks CNNs streaming comeback after the short-lived CNN+ as WBD pivots from cable toward digital amid tough competition from Netflix Inc. $NFLX The New York Times Co. $NYT and Fox Corp. $FOX. π»π #CNN #Streaming #Media" [X Link](https://x.com/lwsresearch/status/1978838779499622466) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T15:01Z 5124 followers, XXX engagements "π¨ Caspian Pipeline Consortium (CPC) halted crude loadings at Russias Novorossiisk port after a Ukrainian drone strike killed X and injured X. Operations later resumed. Impacted players include Eni SpA $E Chevron $CVX Exxon Mobil $XOM and Lukoil $LKOH β½β‘ #Oil #Russia #Ukraine" [X Link](https://x.com/lwsresearch/status/1971201308301332764) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T13:13Z 5117 followers, XXX engagements "The UK government has imposed new sanctions on Russias largest oil producers Rosneft PJSC and Lukoil PJSC as well as a Chinese LNG terminal tied to a major Russian gas project according to the Office of Financial Sanctions Implementation. The UK cited the firms strategic significance to Moscow both companies produce over half of Russias oil output as part of its latest effort to tighten pressure on Russias energy sector. β‘π’ #Russia #Sanctions #Energy" [X Link](https://x.com/lwsresearch/status/1978452737349022065) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T13:27Z 5118 followers, XXX engagements "β‘ Ecopetrol SA $EC launches bidding process for a regasification project at its Coveas maritime terminal in northern Colombia. CEO Ricardo Roa said binding offers open Oct XX with gas commercialization expected before year-end π¨ #Ecopetrol #Energy #NaturalGas" [X Link](https://x.com/lwsresearch/status/1975225595719205215) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T15:44Z 5115 followers, XXX engagements "π HelloFresh SE $HFG.DE fell up to -X% after Morgan Stanley $MS cut its rating to Equal-weight from Overweight and lowered PT to X from XX citing rising U.S. competition for its Factor brand and weaker profit outlook" [X Link](https://x.com/lwsresearch/status/1965762970421731815) [@lwsresearch](/creator/x/lwsresearch) 2025-09-10T13:03Z 5124 followers, XXX engagements "π Ethereum ETFs $ETH recorded net outflows of -$174.9M on Oct XX marking the weakest daily flow in nearly two weeks. BlackRock $ETHA (-$80.2M) and Fidelity $FETH (-$30.1M) led redemptions while Bitwise $ETHW (-$21.6M) also dragged the total lower. Only Grayscale $ETHE (+$3.0M) showed minor inflows. $ETH. βπ #Ethereum #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1976958729695187401) [@lwsresearch](/creator/x/lwsresearch) 2025-10-11T10:31Z 5118 followers, XXX engagements "EchoStar $SATS) has terminated its constellation contract with MDA Space $MDA due to a strategic shift following spectrum allocation discussions with the FCC. EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX. MDA Space emphasizes that the termination is unrelated to their performance and confirms they will receive compensation for all termination costs and fees. The company maintains its $XXX billion backlog (excluding the EchoStar contract) and reiterates its fiscal 2025 financial outlook. MDA Space continues to pursue opportunities in digital satellite" [X Link](https://x.com/lwsresearch/status/1965013387739554074) [@lwsresearch](/creator/x/lwsresearch) 2025-09-08T11:24Z 5124 followers, 11.2K engagements "β‘ Lynas Rare Earths Ltd. $LYC is set for its best quarterly market performance in nearly a decade with shares up +97% as investors bet on its role amid intensifying USChina trade tensions. Backed by billionaire Gina Rinehart $LYC outpaces Asian peers as Beijings tariff retaliation drives demand for non-China rare earths ππ #RareEarths #China #TradeWar" [X Link](https://x.com/lwsresearch/status/1971338021627974108) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T22:16Z 5124 followers, XXX engagements "β District Metals $DMX: Boliden Terminates Option Agreement on Tomtebo & Stollberg π August XX 2025 Company release π District Metals Corp. announced that Boliden Mineral AB has terminated the Option Agreement covering the Tomtebo and Stollberg polymetallic base metal properties in Swedens Bergslagen District. π§ Key Details Original deal (Oct 2023): Boliden could earn up to XX% of Tomtebo by spending CAD $10M in exploration over X years. District could earn up to XX% of Stollberg. Termination outcome: District retains XXX% of Tomtebo. Boliden retains XXX% of Stollberg. Boliden will keep" [X Link](https://x.com/lwsresearch/status/1959894793003155486) [@lwsresearch](/creator/x/lwsresearch) 2025-08-25T08:25Z 5124 followers, 1053 engagements "π Bitcoin ETFs $BTC posted net outflows of -$326.4M on Oct XX the sharpest withdrawal in nearly two weeks as selling pressure hit several major issuers. Fidelity $FBTC (-$115.6M) led redemptions followed by ARK Invest $ARKB (-$21.1M) and Grayscale $GBTC (-$145.4M). BlackRock $IBIT remained resilient with +$60.4M inflows partly offsetting the decline" [X Link](https://x.com/lwsresearch/status/1978043391624515655) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T10:21Z 5115 followers, XXX engagements "π’ NewPrinces $NWL Confirms Intention to Float Subsidiary Princes Group plc on the London Stock Exchange π Reggio Emilia XX October 2025 π Overview NewPrinces S.p.A. announced that its wholly owned subsidiary Princes Group plc has confirmed its intention to proceed with an initial public offering (IPO) of its ordinary shares on the Main Market of the London Stock Exchange (LSE). π¦ Key Offer Details The IPO will consist of new ordinary shares issued by Princes Group to raise funds for future acquisitions and inorganic growth. The final offer price will be determined through a bookbuilding" [X Link](https://x.com/lwsresearch/status/1976560836475785533) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T08:10Z 5123 followers, XXX engagements "β Rio Tinto Group $RIO with partners Mitsui & Co. $8031.T and Nippon Steel Corp. $5401.T will invest $733M to develop new iron ore mines at West Angelas in Australias Pilbara region. The project will sustain 35M tons/year of output with production starting in 2027 β #RioTinto #IronOre #Mining" [X Link](https://x.com/lwsresearch/status/1975331727884111904) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T22:45Z 5124 followers, XXX engagements "π° Bitcoin ETFs $BTC maintained strong inflows in early October though slightly cooling +$197.8M on Oct X led by BlackRock $IBIT (+$255.5M). Fidelity $FBTC (-$13.2M) and ARK $ARKB (-$5.6M) trimmed gains while $GBTC saw -$45.5M in outflows. Cumulatively Bitcoin ETF inflows top $62.7B with $IBIT alone surpassing $65B since launch underscoring relentless institutional demand for Bitcoin $BTC π π #Bitcoin #ETF #CryptoInvesting" [X Link](https://x.com/lwsresearch/status/1976577821490200971) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T09:17Z 5124 followers, XXX engagements "π’ Petrobras $PBR signs R$9.6B ($1.81B) in construction contracts for its Boaventura refining project covering new units to produce lubricants diesel S-10 and jet fuel. The firm also inked R$10.2B in deals to charter four ROV support vessels for offshore operations β #Petrobras #Energy #Oil" [X Link](https://x.com/lwsresearch/status/1975464824625627618) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T07:34Z 5118 followers, 1122 engagements "β Several units at BP Plc $BPs Whiting refinery in Indiana the largest in the U.S. Midwest with 440000 bpd capacity were offline on Friday according to market sources citing Wood Mackenzie data. The facility was seen flaring early in the day as BP investigates the issue. π’π₯#BP #Refining #Energy" [X Link](https://x.com/lwsresearch/status/1979163004768805027) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T12:30Z 5124 followers, XXX engagements "β Energy executives warned that U.S. trade tariffs under President Donald Trump are driving up costs across the sector. TotalEnergies SE $TTE CEO Patrick Pouyann said steel tariffs are inflating LNG project costs while Baker Hughes Co $BKR CEO Lorenzo Simonelli estimated an added $100200M in expenses this year. Meanwhile ExxonMobil Corp $XOM CEO Darren Woods downplayed political impacts saying Exxon focuses on long-term fundamentals and criticized Europes regulatory overreach as a drag on investment. π’πΌ #Energy #Tariffs #Oil" [X Link](https://x.com/lwsresearch/status/1978071523404513730) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T12:12Z 5117 followers, XXX engagements "π₯ Ethereum ETFs $ETH show contrasting flows this week: after strong inflows early October momentum cooled netting just -$8.7M on Oct X. The leaders: BlackRock $ETHA (+$39.3M) and VanEck $QETH (+$4.8M outflow) while $FETH (Fidelity) and $ETHW (Bitwise) dragged sentiment with -$30.3M and -$8.1M. Despite volatility total inflows since launch exceed $15.1B confirming robust institutional appetite for Ethereum $ETH exposure. ππ #Ethereum #ETF #CryptoMarkets" [X Link](https://x.com/lwsresearch/status/1976576800944689367) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T09:13Z 5115 followers, XXX engagements "πβ½ Ecopetrol $EC and Canacol Energy $CNE are evaluating a possible deal that could lead to an acquisition after signing a confidentiality agreement to exchange information. Canacol valued at US$1.2B and responsible for XX% of Colombia's gas supply is facing financial pressure and falling stock prices. The move seeks to ensure supply amid the energy crisis. #Energy #NaturalGas #EC #CNE" [X Link](https://x.com/lwsresearch/status/1961410108237189329) [@lwsresearch](/creator/x/lwsresearch) 2025-08-29T12:46Z 5118 followers, 1916 engagements "π Ethereum ETF $ flows turned positive on October XX 2025 recording $236.2M in net inflows the strongest day in over a week after a series of red sessions. Fidelitys $FETH led with $154.6M followed by Bitwise $ETHW with $13.3M and VanEck $TETH with $10.5M" [X Link](https://x.com/lwsresearch/status/1978395807939207382) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T09:41Z 5118 followers, XXX engagements "π Intesa Sanpaolo (IMI) maintains BUY on NewPrinces $NWL raising the target price to XXXX (from 26) after the companys acquisition of Diageo Operations Italy (Princes Ready to Drink SpA) for 100M EV implying an EV/EBITDA multiple of 4.9x. The acquisition expands NewPrinces into high-potential beverage categories with an estimated 7M net cash improvement post-transaction. A 15-month transition agreement with Diageo will ensure smooth integration. The IPO process of Princes Group in London continues aiming to raise capital for food and beverage expansion while maintaining control under" [X Link](https://x.com/lwsresearch/status/1976009268462494013) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T19:38Z 5118 followers, XXX engagements "GeoPark Ltd. $GPRK completed the acquisition of XXX% of the Loma Jarillosa Este and Puesto Silva Oeste blocks in Vaca Muerta from Pluspetrol for $115M. The assets currently produce 2000 boe/d and are projected to reach 20000 boe/d by 2028 with plans for 5055 wells a CPF (20000 bpd capacity) and a connecting pipeline to ensure integrated operations. βπ’ #GeoPark #VacaMuerta #Energy" [X Link](https://x.com/lwsresearch/status/1979065395018445258) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T06:02Z 5124 followers, XXX engagements "β‘ Eni SpA $ENI Eni said Monday it reached a power purchase agreement worth more than $X billion with the Commonwealth Fusion System project in Virginia which the companies hope by the early 2030s will generate electricity through the reaction triggered by the sun.ππ #Fusion #Energy #AI" [X Link](https://x.com/lwsresearch/status/1970091102423109817) [@lwsresearch](/creator/x/lwsresearch) 2025-09-22T11:41Z 5117 followers, XXX engagements "β½ Ecopetrol $EC and the Unin Sindical Obrera (USO) reached a strategic deal to launch the $1.19B Barrancabermeja Refinery Fuel Quality Baseline Project aiming to produce world-class fuels cut CO and sulfur emissions boost petrochemical growth and support Colombias energy transition with completion set for Dec 2030. #EnergyTransition #Colombia #OilAndGas" [X Link](https://x.com/lwsresearch/status/1955178174628647320) [@lwsresearch](/creator/x/lwsresearch) 2025-08-12T08:02Z 5115 followers, XXX engagements "π₯ Copper production Q2 2025: BHP Group $BHP leads with 516200t followed by Freeport-McMoRan $FCX (436809t) and Codelco (365000t). Other majors: Zijin Mining (282429t) Southern Copper $SCCO (239980t) and Rio Tinto $RIO (229000t). Glencore $GLEN Anglo American $AAL Antofagasta $ANTO CMOC $3993 and KGHM $KGH round out the top tier π₯π #Copper #Mining #Commodities" [X Link](https://x.com/lwsresearch/status/1969407508054745326) [@lwsresearch](/creator/x/lwsresearch) 2025-09-20T14:25Z 5117 followers, 6611 engagements "π₯ NextDecade Corp. $NEXT has reached a final investment decision (FID) for Train X of its Rio Grande LNG export project in Texas expanding U.S. liquefaction capacity as global LNG demand surges. The move strengthens NextDecades position among top American LNG exporters. β #LNG #NextDecade #Energy" [X Link](https://x.com/lwsresearch/status/1978924157145669743) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T20:41Z 5124 followers, XXX engagements "β‘ Diversified Energy $DEC will shift its primary listing to the NYSE keeping a secondary London listing. The Alabama-based energy firm listed in London since 2017 said the U.S. is its natural long-term home with XX% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets π #Energy #Stocks #NYSE" [X Link](https://x.com/lwsresearch/status/1973330060821074372) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:12Z 5116 followers, XXX engagements "β‘ Chiles SMA fined Albemarle $ALB $4M for environmental violations tied to brine over-extraction and failure to comply with its early-warning plan at the Atacama salt flat. $ALB one of only two lithium producers there (alongside SQM $SQM) saw shares drop -XXX% ππ #Lithium #Chile #EV" [X Link](https://x.com/lwsresearch/status/1973048210198315245) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T15:32Z 5115 followers, XXX engagements "β Berenberg upgrades Anglo American PLC $AAL to Buy (from Hold) and raises PT to XX (from 23) citing strong execution on transformational M&A. Key drivers: merger with Teck Resources $TECK and the Los Bronces-Andina JV with Codelco both boosting copper synergies in Chile. Despite hurdles resale of the met coal unit regulatory clearance in Brazil and weak diamond markets Berenberg sees improving copper & coal volumes fueling EBITDA and FCF growth π°π #AngloAmerican #Mining #Copper" [X Link](https://x.com/lwsresearch/status/1975861420819394651) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T09:50Z 5124 followers, XXX engagements "π’ Exxon Mobil Corp. $XOM has begun its first oil and gas production in Brazil in more than a century marking a major milestone in the companys deepwater expansion strategy. π #ExxonMobil #Brazil #Oil" [X Link](https://x.com/lwsresearch/status/1978811606889857309) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T13:13Z 5124 followers, XXX engagements "π ASP Isotopes Inc $ASPI shares fell XX% after the advanced materials company launched a planned equity offering to raise new capital. The Washington D.C.based firm did not disclose the size of the deal with Cantor Fitzgerald and Lucid Capital Markets acting as joint bookrunners. As of Oct XX ASP Isotopes had 93.4M shares outstanding giving it a market cap of about $1.3B. βπ° #ASPIsotopes #Stocks #CapitalMarkets" [X Link](https://x.com/lwsresearch/status/1978207319570927934) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T21:12Z 5117 followers, 1046 engagements "π’ Petrobras $PBR is assessing potential roles in a Braskem $BAK restructuring as the Brazilian petrochemicals giant faces deepening crisis. At a board meeting Friday directors reviewed scenarios for Petrobras positioning should Braskem move to alter its capital structure Bloomberg reported. Discussions remain private but highlight Petrobras strategic interest in Braskems future π #Petrobras #Braskem #Energy #Brazil" [X Link](https://x.com/lwsresearch/status/1973507291404997034) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T21:56Z 5118 followers, 3566 engagements "Western Midstream $WES has agreed to buy Aris Water Solutions Inc. for about $XXX billion expanding its reach into the Permian Basins booming water disposal business" [X Link](https://x.com/lwsresearch/status/1953213251707388047) [@lwsresearch](/creator/x/lwsresearch) 2025-08-06T21:55Z 5114 followers, XXX engagements "π Global gold production (Q2 2025) shows Newmont Corp $NEM maintaining its dominance with 1.48M ounces followed by Agnico Eagle Mines $AEM (866K oz) and AngloGold Ashanti $AU (804K oz). Barrick Gold $GOLD (797K oz) NMMC (784K oz) and Zijin Mining $ZIJMF (707K oz) round out the top six. Mid-tier producers like Kinross $KGC (513K oz) and Gold Fields $GFI (585K oz) also posted strong quarters reflecting steady global supply amid rising bullion prices. β¨π #Gold #Mining #Commodities" [X Link](https://x.com/lwsresearch/status/1976997075922395350) [@lwsresearch](/creator/x/lwsresearch) 2025-10-11T13:03Z 5117 followers, 1747 engagements "πΎ Argentinas tariff pause triggers record farm export rush: President Javier Mileis move sparked $7B in booked shipments as traders including Bunge Global $BG Cargill $CARG and Louis Dreyfus jumped in. Aim: flood FX market with dollars to stabilize finances π΅ #Argentina #Commodities #Exports" [X Link](https://x.com/lwsresearch/status/1974112175355572240) [@lwsresearch](/creator/x/lwsresearch) 2025-10-03T13:59Z 5116 followers, XXX engagements "β Whitehaven Coal Ltd $WHC repurchased 180434 shares on Sept XX for A$1.19M at prices between A$6.576.70. Since March $WHC has bought back 5.9M shares with 35.5M still available under its A$48M buy-back program running until Mar 2026 π #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1973336206558765515) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:36Z 5116 followers, XXX engagements "π’ The UNs International Maritime Organization (IMO) delayed by one year its decision on a global carbon price for shipping after heavy pressure from the U.S. and Saudi Arabia π’. The Saudi motion passed 5749 halting talks backed by the EU and Brazil to speed up decarbonization. U.S. President Donald Trump urged members to reject what he called a fraudulent global green tax. Meanwhile Maersk $MAERSK_A said the delay is a loss of momentum for an industry responsible for X% of global CO emissions. #Carbon #Shipping #Climate" [X Link](https://x.com/lwsresearch/status/1979289191935619166) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T20:51Z 5124 followers, XXX engagements "πΏ A Datafolha survey found that XX% of Brazilians oppose oil exploration off the Amazon coast where Petrobras $PBR seeks approval to drill in the Foz do Amazonas basin one of Brazils most promising new oil frontiers. The poll commissioned by Eko shows strong youth opposition (73% among ages 1624) ahead of COP30 in Belm where Brazil will host world leaders to discuss climate action. Despite environmental pushback President Lula da Silva has defended Brazils right to explore as Petrobras ExxonMobil $XOM Chevron $CVX and CNPC hold XX blocks in the region. ππ’ #Brazil #Amazon #Energy" [X Link](https://x.com/lwsresearch/status/1977740796531982629) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T14:18Z 5118 followers, XXX engagements "π¬ Occidental Petroleum Corp $OXY CEO Vicki Hollub expects oil prices to remain between $58$62 per barrel through 2026 she said at the Energy Intelligence Forum in London. Hollub added that prices are likely to rise beyond that period highlighting a tightening long-term supply outlook for Brent crude as global investment in new production remains limited. π’π #Occidental #Oil #EnergyMarkets" [X Link](https://x.com/lwsresearch/status/1978210472290869529) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T21:25Z 5124 followers, 1452 engagements "SLB $SLB reported third-quarter 2025 results: revenue $8.93B (+4% sequential -X% YoY) GAAP EPS $XXXX (-32% seq -XX% YoY) and net income $739M (-27% seq -XX% YoY). Adjusted EBITDA was $2.06B (flat sequential -XX% YoY). Free cash flow was $1.10B and operating cash flow was $1.68B. SLB completed the ChampionX acquisition July XX 2025 with ChampionX contributing $579M revenue and $139M adjusted EBITDA for two months. The Board approved a quarterly cash dividend of $XXXXX per share payable Jan X 2026 and YTD share repurchases totaled $2.41B (60.0M shares). Management highlighted Digital and" [X Link](https://x.com/lwsresearch/status/1979141147889897752) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T11:03Z 5124 followers, XXX engagements "π‘ InMode Ltd. $INMD shares rose X% premarket after the company reported preliminary Q3 revenue of $92.5M$93M beating analyst expectations of $88.1M (FactSet). The firm reaffirmed full-year 2025 sales guidance at $365M$375M in line with consensus of $368.5M and will release full Q3 results on Nov X. Analysts see the update as a positive signal of steady demand across InModes aesthetic device portfolio πβπ #InMode #Earnings #MedTech" [X Link](https://x.com/lwsresearch/status/1976261191753236903) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T12:19Z 5119 followers, 1140 engagements "π₯ Shell Plc $SHEL reports a strong rebound in Q3 trading: gas trading was significantly higher and oil trading higher vs Q2. The upbeat update signals improved earnings momentum ahead of results later this month β‘π’ #Shell #Energy #Earnings" [X Link](https://x.com/lwsresearch/status/1975464592475390401) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T07:33Z 5124 followers, XXX engagements "β Sylvania Platinum Ltd $SLP announced directors management & staff exercised 692K deferred share awards (granted Aug 2022) settled from treasury shares. To cover taxes & employee requests $SLP repurchased 665K shares at 78p now held in treasury. CEO Jaco Prinsloo retained 35.2K shares; CFO Lewanne Carminati 26.4K. Voting rights now total 260.1M shares π #Mining #Platinum #Stocks" [X Link](https://x.com/lwsresearch/status/1973017073124065514) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T13:28Z 5115 followers, XXX engagements "π₯ Global silver output Q2 2025: Fresnillo $FRES leads with 12.5M oz followed by KGHM $KGH at 10.8M oz and Newmont $NEM with 8M oz. Other top producers include Southern Copper $SCCO (5.98M oz) Pan American Silver $PAAS (5.1M oz) and Glencore $GLEN (4.87M oz). Strong quarter highlights Latin Americas dominance in silver supply βπ #Silver #Mining #Metals" [X Link](https://x.com/lwsresearch/status/1974485938563690582) [@lwsresearch](/creator/x/lwsresearch) 2025-10-04T14:45Z 5116 followers, 2992 engagements "β½ Italys antitrust regulator fined Eni SpA $ENI ExxonMobils Esso $XOM Ip Q8 Saras & Tamoil a combined 936M ($1.09B) for cartel practices in truck fuel sales. From 20202023 firms colluded to fix biofuel component prices which tripled from XX to 60/m. Whistleblower tip sparked probe βπΆ #Oil #Antitrust #Italy" [X Link](https://x.com/lwsresearch/status/1971489782023725309) [@lwsresearch](/creator/x/lwsresearch) 2025-09-26T08:19Z 5118 followers, XXX engagements "π Fitch Ratings upgraded Constellation Oil Services Holding S.A.s outlook to Positive from Stable affirming its B rating driven by stronger contract performance and accelerated deleveraging. Brazils largest drilling operator with XX% market share and a $2B backlog mainly tied to Petrobras $PBR is set to reach $190M EBITDA in 2025 and $380M in 2026 with net leverage expected to fall below 1.0x by 2027. βπ΅ #FitchRatings #OilServices #Brazil" [X Link](https://x.com/lwsresearch/status/1978914202904391709) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T20:01Z 5123 followers, XXX engagements "π British American Tobacco plc $BATS appointed Matthew Wright as an Independent Non-Executive Director effective Nov X 2025. He will also join the Remuneration and Nominations Committees. Wright former CEO of Russell Reynolds Associates brings deep expertise in leadership recruitment and transformation aligning with BATs push toward a Smokeless World strategy. Chair Luc Jobin highlighted Wrights global experience across Asia Europe and the U.S. as key to advancing the companys cultural and strategic transformation. ππΌ #BAT #Leadership #CorporateGovernance" [X Link](https://x.com/lwsresearch/status/1978056053850877963) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T11:11Z 5117 followers, XXX engagements "π The Sirius offshore project in Colombias Caribbean developed by Ecopetrol SA $EC and Petrleo Brasileiro S.A. Petrobras $PBR has completed nearly XX% of prior consultations according to Petrobras Colombias president Alcindo Moritz. The project is nearing Phase X when contracting will begin marking key progress in one of Colombias major exploration initiatives. β#Ecopetrol #Petrobras #Energy" [X Link](https://x.com/lwsresearch/status/1978838356537512102) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T15:00Z 5124 followers, XXX engagements "π Barclays Double Downgrades AST SpaceMobile $ASTS to Underweight from Overweight Keeps PT at $XX π§ Analyst: Mathieu Robilliard October 2025 π Barclays downgraded AST SpaceMobile ($ASTS) two notchesfrom Overweight to Underweightwhile maintaining its price target at $XX citing valuation concerns after the stocks sharp rally and lingering execution risks despite strong operational progress. π Recent Positive Catalysts (All Priced In) 1.BlueBird-2 Launch Timeline Confirmed AST reaffirmed that next-generation satellite launches begin in 2025 maintaining the target of 4560 satellites by" [X Link](https://x.com/lwsresearch/status/1979091891963539609) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T07:47Z 5124 followers, 1028 engagements "π΅ U.S. Treasury Secretary Scott Bessent said the U.S. has resumed purchases of Argentine pesos in the open market and is working with private investment funds to create a $20B debt investment mechanism for Argentina. The initiative will complement a new $20B swap line providing a combined $40B in financial support to the country. Bessent reaffirmed that U.S. backing will continue as long as President Javier Mileis government maintains sound policies regardless of Argentinas upcoming elections. #Argentina #USD #EmergingMarkets" [X Link](https://x.com/lwsresearch/status/1978497441264497084) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T16:25Z 5120 followers, XXX engagements "Amerigo $ARG Reports Q3-2025 Operatioal Results Summary π Overview Amerigo Resources Ltd. reported Q3 2025 operational results from its 100%-owned Minera Valle Central (MVC) operation in Chile. Operations were affected by reduced fresh tailings throughput due to an accident at Codelcos El Teniente mine in August which halted fresh tailings supply for XX days.Despite this production stabilized from late August with plant flexibility allowing Amerigo to offset some of the shortfall by processing more historic tailings. π§ Key Production Results Q3-2025 copper production: XXXX million lbs" [X Link](https://x.com/lwsresearch/status/1975937833375318052) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T14:54Z 5117 followers, XXX engagements "π Whitehaven Coal Ltd $WHC reported the cancellation of 1927421 ordinary shares as part of its on-market buyback program totaling AUD XXXXX million completed between Aug XX and Oct X 2025 according to its ASX Appendix 3H filing. Additionally 7113 performance share rights (WHCAI) lapsed after failing to meet vesting conditions. Following these changes Whitehavens total shares on issue stand at XXXXX million. βπ° #WhitehavenCoal #ASX #Buyback" [X Link](https://x.com/lwsresearch/status/1977824433101287613) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T19:51Z 5118 followers, XXX engagements "Bunge $BG shares soar XX% after Trump considers China cooking oil embargo" [X Link](https://x.com/lwsresearch/status/1978503061711569167) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T16:47Z 5124 followers, XXX engagements "β‘ Centrica $CNA owner of British Gas is in talks with Energy Capital Partners to buy National Grids $NG. Grain Island LNG terminal for about 1.5B ($2.03B) FT reports. The facility is Europes largest LNG terminal and its sale is part of National Grids streamlining strategy. A deal could be announced soon. #Energy #M&A #LNG" [X Link](https://x.com/lwsresearch/status/1955736052175630531) [@lwsresearch](/creator/x/lwsresearch) 2025-08-13T20:59Z 5117 followers, XXX engagements "π₯π Targa Resources $TRGP beats Q2 earnings with record natgas and NGL volumes6.28B cf/d in the Permian and 961K bpd of NGLs. Launches a new $1B share buyback doubling down as energy demand surges from AI and crypto data centers π»πΈ. #TargaResources #NaturalGas #Buybacks" [X Link](https://x.com/lwsresearch/status/1953424910891495427) [@lwsresearch](/creator/x/lwsresearch) 2025-08-07T11:56Z 5124 followers, XXX engagements "β BHP Group $BHP and Lundin Mining $LUN are investing $400M+ in pre-construction at the Josemaria copper deposit in Argentinas San Juan province as part of their Vicua JV. The partners aim to secure approvals for a multi-billion-dollar project positioning the region as a potential next major copper hub ππ. #Copper #Mining #Argentina #BHP #Lundin" [X Link](https://x.com/lwsresearch/status/1968291424752853500) [@lwsresearch](/creator/x/lwsresearch) 2025-09-17T12:30Z 5117 followers, 1112 engagements "π₯ Morgan Stanley $MS cut HelloFresh SE $HFG to Equal-weight from Overweight and lowered PT to X from XX citing rising U.S. competition in ready-to-eat and weaker growth at subsidiary Factor. Analysts trimmed group EBITDA forecasts by X% (2025) and X% (2026) warning that intensifying promos could cap margins" [X Link](https://x.com/lwsresearch/status/1965768542952763882) [@lwsresearch](/creator/x/lwsresearch) 2025-09-10T13:25Z 5117 followers, 1292 engagements "β‘Ecopetrol $EC cannot purchase gas from Venezuela or acquire fertilizer company Monmeros due to U.S. sanctions board chair Mnica de Greiff said Thursday. She clarified Ecopetrol is barred from deals with Venezuelan state firms but could buy from private companies sourcing Venezuelan gas. Colombia faces a projected XX% gas deficit by 2026 raising urgency for alternatives. De Greiff also confirmed Ecopetrol signed a confidentiality agreement to explore a potential acquisition or alliance with Canacol Energy (CNE +7.56%). #Ecopetrol #Energy #Colombia" [X Link](https://x.com/lwsresearch/status/1963666831404593205) [@lwsresearch](/creator/x/lwsresearch) 2025-09-04T18:13Z 5115 followers, XXX engagements "β Whitehaven Coal Ltd $WHC continued its on-market buy-back repurchasing 50710 shares on Sept XX for A$344K at prices between A$6.656.86. Since March $WHC has bought back 5.8M shares with 35.8M remaining under its A$48M program running until Mar 2026 π #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1972617616070996466) [@lwsresearch](/creator/x/lwsresearch) 2025-09-29T11:01Z 5116 followers, XXX engagements "β Whitehaven Coal Ltd $WHC repurchased 78462 shares on Sept XX for A$519K at prices between A$6.566.79. Since March $WHC has bought back 5.85M shares with 35.7M remaining under its A$48M buy-back program running until Mar 2026 π #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1972976738033627633) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T10:48Z 5119 followers, XXX engagements "π AST SpaceMobile $ASTS secures a landmark deal with Amrica Mvil $AMX Latin Americas largest telco gaining direct access to 300M+ subscribers. The partnership accelerates $ASTS U.S. rollout and replaces Starlink $TSLA as $AMXs satellite partner π‘π #5G #Satellites #Telecom" [X Link](https://x.com/lwsresearch/status/1970077952999043385) [@lwsresearch](/creator/x/lwsresearch) 2025-09-22T10:49Z 5124 followers, 1285 engagements "π J.P. Morgan trims its Q3 earnings forecast for Chevron Corp $CVX to $1.72/share (from $1.85) citing share dilution (13%) following the Hess Corp $HES acquisition. Despite a XXX% boost in net income the effect is offset by dilution. JPM now expects Q3 profit of $3.07B up from $2.85B in Q2 supported by Hess contributions stronger crude sales reduced maintenance and higher output from Permian Anchor and Leviathan. $CVX shares are up X% since the deal closed. πΌβ½ #Chevron #Earnings #Oil" [X Link](https://x.com/lwsresearch/status/1976623605640208869) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T12:19Z 5116 followers, XXX engagements "π Global traders Vitol and Glencore $GLEN are preparing binding bids for Chevrons $CVX XX% stake in Singapores 290000 bpd Jurong Island refinery valued at $1B β‘. The other half is owned by PetroChina $PTR which holds first refusal rights. The sale is part of Chevrons plan to cut up to $3B in costs by 2026 with other Asian downstream assets (Australia Philippines Malaysia) also on the block. Both Vitol and Glencore seek to expand refining and trading scale in Asia the worlds largest oil hub π. #Oil #Refining #Singapore #Glencore #Chevron #Commodities" [X Link](https://x.com/lwsresearch/status/1968250893674893389) [@lwsresearch](/creator/x/lwsresearch) 2025-09-17T09:49Z 5124 followers, XXX engagements "Sequans $SQNS has purchased an additional XX Bitcoin $BTC for $XXX million at an average price of $115517 per Bitcoin. As of 10/03/2025 we hodl 3234 Bitcoin acquired for $XXXXX million at an average price of $116643 per bitcoin" [X Link](https://x.com/lwsresearch/status/1975156783372185717) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T11:10Z 5119 followers, XXX engagements "Q1 2025 Gold Miners Update πͺπ Newmont Corporation $NEM remains top producer despite an XXX% YoY drop. Endeavour Mining $EDV surged +55.7% while AngloGold Ashanti $AU and Equinox Gold $EQX climbed +23.9% and +30%. Barrick Gold Corporation $GOLD sank -19.4%. On costs Harmony Gold Mining $HMY and IAMGOLD Corporation $IAG spiked +24% and +28%. Alamos Gold Inc. $AGI stood out with +42.7%. A sector split between rising output and surging expenses. #GoldStocks #Mining #Commodities" [X Link](https://x.com/lwsresearch/status/1933852977111949757) [@lwsresearch](/creator/x/lwsresearch) 2025-06-14T11:44Z 5124 followers, 2447 engagements "π Chinas top copper smelters are ramping up exports as near-record London prices attract shipments abroad while high domestic costs curb local demand. Two major producers plan to send up to 25000 tons to LME-linked warehouses across Asia in the coming weeks. βπ#Copper #China #Commodities" [X Link](https://x.com/lwsresearch/status/1978525067916279934) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T18:15Z 5120 followers, XXX engagements "π΅ U.S. Senator Jeanne Shaheen (DNH) warned against Treasury Secretary Scott Bessents proposed $20B rescue plan for Argentina citing the nations murky history of loan defaults. In a letter to Bessent and Secretary of State Marco Rubio she cautioned the program could benefit political allies and U.S. hedge funds rather than stabilize Argentinas economy. #Argentina #USPolitics #Finance" [X Link](https://x.com/lwsresearch/status/1978899976773341393) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T19:04Z 5124 followers, 1187 engagements "U.S. President Donald Trump said Indias Prime Minister Narendra Modi has committed to stop buying Russian oil marking a potential breakthrough in the diplomatic and trade tensions between Washington and New Delhi. The pledge reportedly came during a private call on Wednesday. π’π€#Trump #India #Oil" [X Link](https://x.com/lwsresearch/status/1978561821624717475) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T20:41Z 5124 followers, XXX engagements "π Morgan Stanley $MS downgraded Repsol SA $REP to equal weight from overweight expecting refining margins to normalize after Q1 2026 as temporary factors like the Dangote refinery outage fade. The bank sees limited upside after recent gains but notes positives such as U.S. gas exposure and upcoming E&P liquidity events. Shell Plc $SHEL and TotalEnergies SE $TTE remain its top European integrated energy picks. βπ #Repsol #Energy #MorganStanley" [X Link](https://x.com/lwsresearch/status/1978737720533954911) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:20Z 5122 followers, XXX engagements "πΌ BP Plc $BP said weak oil trading weighed on profits in Q3 even as production rose for a second consecutive quarter according to its trading update ahead of next months earnings. Growth was driven by BPX Energy its U.S. shale unit which boosted gas output while oil trading lagged and gas trading remained average. Shares fell X% in early London trading reflecting a mixed outlook as BP works to stabilize performance and enhance returns. βπ #BP #Oil #EnergyMarkets" [X Link](https://x.com/lwsresearch/status/1978073016379523429) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T12:18Z 5118 followers, XXX engagements "π Glencore PLC $GLEN signed an eight-year supply agreement with Vulcan Energy Resources Ltd $VUL to purchase 3600044000 tons of battery-grade lithium hydroxide monohydrate from the Lionheart Project (Phase 1) which has a planned XXX GWh capacity. The deal strengthens Glencores EV materials portfolio while supporting Vulcans low-carbon lithium production strategy in Europe. β‘π€ #Glencore #VulcanEnergy #Lithium" [X Link](https://x.com/lwsresearch/status/1977725629387710522) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T13:18Z 5116 followers, XXX engagements "π’ Ecopetrol $EC Q2 net profit slumps XX% to COP 1.81T ($450M) on lower oil prices and slight production dip Sales fell X% as crude prices dropped XX% while CEO cites rural unrest thefts and blockades disrupting operations. Output edged down XXX% to 755.5K boe/d; EBITDA slid XX% to COP 11.14T. #Oil #Earnings #Colombia" [X Link](https://x.com/lwsresearch/status/1955601863815885062) [@lwsresearch](/creator/x/lwsresearch) 2025-08-13T12:06Z 5115 followers, XXX engagements "β BHP $BHP Resumes Iron Ore Sales to China Easing Ban Fears π October XX 2025 Reuters Beijing & Melbourne π General Summary BHP Group resumed iron ore sales to China after reports of a potential purchasing freeze by Beijing. On Thursday BHP sold a 170000-ton cargo to a Chinese trader marking the first transaction since Chinas week-long national holiday and helping dispel fears in Australia of an unofficial Chinese ban on iron ore from the worlds largest miner. π° Details of the Transaction The cargo was paid for in U.S. dollars according to traders familiar with the deal. The Shanghai" [X Link](https://x.com/lwsresearch/status/1977675776058147318) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T10:00Z 5122 followers, XXX engagements "β‘ Energy Transfer LP $ET has postponed the final investment decision (FID) for its Lake Charles LNG export project in Louisiana to Q1 2026 pushed back from the end of 2025 according to sources. The delay stems from rising project costs and the need for additional time to secure long-term contracts. The plan aims to convert the existing import terminal into a major export facility a project years in the making for the pipeline operator. π’ #EnergyTransfer #LNG #Energy" [X Link](https://x.com/lwsresearch/status/1978506250733199622) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T17:00Z 5124 followers, XXX engagements "π¦ Berry Corp $BRY shares jumped +20.5% after California Resources $CRC agreed to acquire the oil producer in an all-stock deal valued at $717M including debt π€. CRC will exchange XXXXXX shares per $BRY implying a XX% premium and valuing Berry at $3.81/share or $295M equity value. Post-close (expected Q1 2026) $CRC holders will own XX% of the combined entity. $CRC stock rose +5.8% on the news while $BRY extended gains despite being down X% YTD π. #Mergers #Energy #OilandGas #Equities" [X Link](https://x.com/lwsresearch/status/1967606787693023481) [@lwsresearch](/creator/x/lwsresearch) 2025-09-15T15:09Z 5116 followers, XXX engagements "π’ Brazil sets a minimum bid of $1.9B (R$10.2B) for its upcoming Dec X presalt oil auction offering stakes of XXX% in Mero XXXX% in Tupi and XXXX% in Atapu all currently state-owned. Operator Petrobras $PBR is expected to be a key contender β #Brazil #Oil #Petrobras" [X Link](https://x.com/lwsresearch/status/1975646669090804146) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T19:37Z 5117 followers, XXX engagements "Zijin Mining $2899.HK Planning IPO of its international gold-mining arm in Hong Kong that could raise $3B potentially the worlds 2nd-largest IPO in 2025; listing may come as soon as this month amid strong investor demand with gold near record highs. #Gold #IPO #Mining" [X Link](https://x.com/lwsresearch/status/1963521725389300212) [@lwsresearch](/creator/x/lwsresearch) 2025-09-04T08:37Z 5124 followers, XXX engagements "π’ Cenovus Energy Inc $CVE has purchased 21.7M shares of MEG Energy Corp $MEG raising its stake to XXX% ahead of the shareholder vote on their proposed merger. Both firms amended a standstill agreement allowing Cenovus to lift its stake up to XXX% before the vote. Earlier this month Cenovus raised its offer to C$8.6B ($6.1B) including debt. MEGs shareholder meeting was postponed to Oct XX to review the revised proposal. β #Cenovus #MEGEnergy #Mergers" [X Link](https://x.com/lwsresearch/status/1978051822712455529) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T10:54Z 5124 followers, XXX engagements "β Whitehaven Coal Ltd $WHC continues its on-market buy-back program repurchasing 87067 shares on Sept XX for A$584.8K at prices between A$6.656.82. Since March 2025 $WHC has bought back 5.7M shares with up to 35.8M still authorized under its A$48M program (running until Mar 2026) π #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1971492764098478114) [@lwsresearch](/creator/x/lwsresearch) 2025-09-26T08:31Z 5115 followers, XXX engagements "π Ethereum ETFs $ETH saw sharp net outflows of -$428.5M on Oct XX marking the largest daily withdrawal in weeks as investor sentiment cooled across major funds. BlackRock $ETHA (-$310.1M) led redemptions followed by Fidelity $FETH (-$19.1M) and Bitwise $ETHW (-$12.8M). Minor inflows into VanEck $QETH (+$9.3M) were not enough to offset the broader decline" [X Link](https://x.com/lwsresearch/status/1978043098094543290) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T10:19Z 5117 followers, XXX engagements "π₯ Marathon Digital Holdings $MARA just purchased XXX $BTC ( $46.3M) via institutional platform FalconX according to Lookonchain. The Bitcoin miner now holds 52850 BTC valued at roughly $6.12B reinforcing its position as one of the largest corporate Bitcoin holders globally. πͺβ‘ #MarathonDigital #Bitcoin #Crypto" [X Link](https://x.com/lwsresearch/status/1977677314499432951) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T10:06Z 5119 followers, XXX engagements "π’ A long-awaited global oil surplus is emerging likely pressuring prices further according to top commodity traders. Brent crude has fallen XX% since late September as OPEC+ members along with non-OPEC producers increase output into an already oversupplied market. The oil forward curve now signals a bearish outlook for 2026 suggesting weaker demand expectations and sustained downward pressure on U.S. crude benchmarks. πβ #Oil #OPEC #Commodities" [X Link](https://x.com/lwsresearch/status/1978136959936528590) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T16:32Z 5117 followers, XXX engagements "U.S. Gulf oil output could rise to 2.4M bpd from 1.8M despite extreme volatility say industry leaders at OTC Houston. Backed by Trumps pro-investment stance Oxy $OXY Petrobras NOIA and Rystad highlight favorable conditions for offshore growth π’π #USGulf #OilProduction #OTC2025" [X Link](https://x.com/lwsresearch/status/1919409336180154695) [@lwsresearch](/creator/x/lwsresearch) 2025-05-05T15:10Z 5117 followers, XXX engagements "π₯ Glencore Plc $GLEN reports that a fire at its Lomas Bayas copper mine in Chile has been fully contained with no impact on operations. An internal investigation is underway to determine the cause of the Sept. XX incident β #Glencore #Mining #Copper" [X Link](https://x.com/lwsresearch/status/1975910846611284138) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T13:07Z 5120 followers, XXX engagements "π₯ Citi initiates coverage on Golar LNG Ltd $GLNG with a Buy rating and a $XX price target highlighting its low-risk high-return LNG exposure and strong growth outlook. Citi notes that Golars floating liquefaction vessels (FLNG) are backed by long-term tolling agreements minimizing volume risk while its solution delivers XX% lower capex per ton than land-based LNG projects boosting profitability. With limited competition in the floating LNG niche Citi believes $GLNG can achieve double-digit growth by capturing just a fraction of total market demand. βπ¨ #GolarLNG #Energy #Investing" [X Link](https://x.com/lwsresearch/status/1976632626313064622) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T12:55Z 5117 followers, 1483 engagements "β‘ Entergy $ETR wins approval to build X new gas plants in Louisiana to power Metas $META data center. Plan also includes new transmission lines and up to XXX GW of solar procurement. #Energy #Meta #USA" [X Link](https://x.com/lwsresearch/status/1958258578105766364) [@lwsresearch](/creator/x/lwsresearch) 2025-08-20T20:03Z 5117 followers, XXX engagements "π Braskem SA $BAK hired financial & legal advisors to explore options for optimizing its capital structure amid a prolonged chemical industry downturn. The move aims to mitigate current headwinds while reinforcing competitiveness in Brazils chemical sector β #Braskem #Chemicals #Markets" [X Link](https://x.com/lwsresearch/status/1971543239300731169) [@lwsresearch](/creator/x/lwsresearch) 2025-09-26T11:51Z 5124 followers, 1941 engagements "π The U.S. government has authorized Shell Plc $SHEL and Trinidad and Tobago to develop an offshore natural gas field in Venezuelan waters near the maritime border according to Trinidads attorney general. The approval marks a significant diplomatic and energy breakthrough potentially expanding regional gas supply while easing Venezuelas isolation from Western energy markets. β‘ #Shell #Energy #Venezuela #Trinidad" [X Link](https://x.com/lwsresearch/status/1976342760639574220) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T17:43Z 5116 followers, 1012 engagements "Bit Digital $BTBT has purchased an additional 31057 Ethereum $ETH to increase its total ETH holdings to 150244" [X Link](https://x.com/lwsresearch/status/1975903370092384716) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T12:37Z 5115 followers, XXX engagements "π Petrobras $PBR faces renewed environmental scrutiny over its drilling license in the Foz do Amazonas basin as Brazils environmental agency Ibama requested additional information and flagged pending issues and uncertainties in the companys emergency and wildlife protection plans. Ibama proposed a meeting on Thursday to review concerns. Petrobras said it will fully respond and remains confident the license will be granted soon though delays beyond Oct XX could require a new drill ship adding to the R$180M ($32.8M) standby costs already incurred. π’ #Petrobras #Amazon #Energy" [X Link](https://x.com/lwsresearch/status/1978146186293870919) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T17:09Z 5116 followers, XXX engagements "π€π’ Woodside Energy $WDS takes over operations of Bass Strait oil & gas assets from ExxonMobil $XOM unlocking an estimated $60M in synergies. The shift covers joint ventures in Gippsland Basin and Kipper Unit with no changes to ownership or decommissioning plans. Woodside sees potential for XXX PJ of new domestic gas supply. #Woodside #ExxonMobil #BassStrait #EnergyAustralia" [X Link](https://x.com/lwsresearch/status/1950102955908055099) [@lwsresearch](/creator/x/lwsresearch) 2025-07-29T07:55Z 5118 followers, XXX engagements "π° Barrick Gold Corp $GOLD $B is selling its Tongon gold mine in Ivory Coast to Atlantic Group for up to $305M. The deal includes $192M in cash (with a $23M loan repayment) and up to $113M in contingent payments tied to gold prices. Another step in Barricks global asset streamlining strategy β¨β #BarrickGold #Mining #Commodities" [X Link](https://x.com/lwsresearch/status/1975212251033256212) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T14:51Z 5115 followers, XXX engagements "Paxos burns $XXX trillion worth of $PYUSD on Ethereum" [X Link](https://x.com/lwsresearch/status/1978552793251123305) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T20:05Z 5124 followers, XXX engagements "π¬ Philip Morris International $PM presented new evidence to the FDA advisory committee supporting continued authorization of its IQOS heated tobacco products as Modified Risk Tobacco Products. The FDAs preliminary review found evidence still supports PMIs reduced exposure claims vs cigarettes. IQOS used by 34M adults globally heats tobacco without burning cutting harmful chemicals while preserving taste. PMI has invested $14B since 2008 in smoke-free tech and now seeks renewal for two IQOS device versions and three HEETS variants. The brand re-entered the U.S. in 2023 after resolving its" [X Link](https://x.com/lwsresearch/status/1975951257438216515) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T15:47Z 5118 followers, XXX engagements "β½ Chord Energy $CHRD agreed to acquire Williston Basin assets from ExxonMobils $XOM XTO Energy unit for $550M covering 48000 net acres in the Bakken core. The deal adds 9M boe/d of mostly oil output with low decline rates and upside for margin expansion. Chord expects the transaction to boost free cash flow and NAV funding it with a mix of cash and debt. Closing is targeted by year-end. #Oil #Shale #M&A #Energy" [X Link](https://x.com/lwsresearch/status/1967712495201550728) [@lwsresearch](/creator/x/lwsresearch) 2025-09-15T22:09Z 5124 followers, XXX engagements "BREAKING: President Trump announces that he will be meeting with Chinas President Xi in X weeks. I think well be fine with China Trump says" [X Link](https://x.com/lwsresearch/status/1979149446026777048) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T11:36Z 5124 followers, 3134 engagements "π J.P. Morgan downgraded Glencore Plc $GLEN from Overweight to Neutral even as it raised its PT to XXXX (from 3.70). The bank flagged materially higher event risk ahead of the Q3 report (Oct 29) noting Glencore must boost copper output by XX% in H2 to hit its 850890kt 2025 guidance. JPM also added Glencore to Negative Catalyst Watch warning of potential higher CapEx guidance ($13B in Argentina) at the Dec X Capital Markets Day which could limit shareholder returns. βπ #Glencore #Copper #Mining" [X Link](https://x.com/lwsresearch/status/1976201289789821357) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T08:21Z 5123 followers, XXX engagements "β’ District Metals $DMX UAV Survey Reveals Strong Uranium Anomalies and Major Exploration Upside at Ardnasvarre Property (Sweden) π October XX 2025 District Metals Corp. π District Metals Corp. announced the completion of a UAV (drone-based) radiometric and magnetic survey over its 100%-owned Ardnasvarre Property in northern Sweden conducted by MWH Geo-Surveys International Inc. The survey uncovered strong extensive uranium-bearing anomalies linked to known uranium-polymetallic boulder trains sourced from the Viepsajokk and Labbas occurrencesindicating significant unexplored mineralization" [X Link](https://x.com/lwsresearch/status/1978387902049497268) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T09:10Z 5118 followers, 1071 engagements "Plains All American Pipeline $PAA and Plains GP Holdings $PAGP on Tuesday said it has agreed to buy a XX% stake in pipeline operator EPIC Crude Holdings from Diamondback Energy units $FANG and Kinetik Holdings for $XXXX billion including debt. Reuters reported in August that the pipeline owners were seeking a sale according to sources familiar with the matter" [X Link](https://x.com/lwsresearch/status/1962862815888224698) [@lwsresearch](/creator/x/lwsresearch) 2025-09-02T12:58Z 5118 followers, XXX engagements "ππ¬Equinor ASA $EQNR which holds a XX% stake in rsted A/S $ORSTED.CO is sharing lessons with the Danish wind developer after the Trump administration ordered a halt to an almost-finished offshore wind farm in the US. Equinor said it draws on experience from setbacks at its Empire Wind project earlier this year. #Equinor #Orsted #WindEnergy" [X Link](https://x.com/lwsresearch/status/1959901629383111074) [@lwsresearch](/creator/x/lwsresearch) 2025-08-25T08:52Z 5118 followers, XXX engagements "π’ Cenit subsidiary of Colombias Ecopetrol $EC completed its first transfer of imported light crude via a repurposed 16-inch pipeline to the Barrancabermeja refinery moving 220K barrels as a pilot. The shift aims to optimize existing infrastructure rather than build new pipelines with Cenit also studying future uses like hydrogen transport and CO capture. The companys Cao LimnCoveas pipeline has faced XX attacks this year highlighting security challenges π¨ #Oil #Ecopetrol #EnergyTransition" [X Link](https://x.com/lwsresearch/status/1973765979692744879) [@lwsresearch](/creator/x/lwsresearch) 2025-10-02T15:04Z 5115 followers, XXX engagements "Indian refiners are set to import Guyanese crude for the first time purchasing X million barrels from Exxon Mobil Corp. $XOM according to trade sources. Indian Oil Corp. $IOC will receive X million barrels of Golden Arrowhead crude while Hindustan Petroleum Corp. $HINDPETRO bought X million barrels of Liza and Unity Gold all for delivery in late 2025 or early 2026. π’π’#India #ExxonMobil #Oil" [X Link](https://x.com/lwsresearch/status/1979064560897106195) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T05:58Z 5124 followers, XXX engagements "Whitehaven Coal $WHC continues its on-market buyback program repurchasing 49836 shares on June XX for AUD 287.5K π° The company has now bought back over 3.39M shares since March with a cap set at 41.83M. Broker: UBS Securities #WHC #Buyback #ASX π" [X Link](https://x.com/lwsresearch/status/1932739463387447603) [@lwsresearch](/creator/x/lwsresearch) 2025-06-11T09:59Z 5117 followers, XXX engagements "π₯ S&P Global $SPGI launches the S&P Digital Markets XX Index expanding its crypto index lineup under S&P Dow Jones Indices. Developed with Dinari it tracks both digital assets and blockchain-related stocks in one benchmark. S&P says the move cements cryptos role in global markets boosting transparency and accessibility ππ #SPGI #Crypto #Blockchain" [X Link](https://x.com/lwsresearch/status/1975549503613641176) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T13:11Z 5119 followers, XXX engagements "β Whitehaven Coal $WHC reports daily buy-back activity: 79640 shares repurchased on Sept X for AUD 508.8K at prices between AUD 6.306.45. Since March the miner has bought back 4.97M shares with up to 41.6M authorized (max AUD $48M) through March 2026. UBS Securities is executing the program. π" [X Link](https://x.com/lwsresearch/status/1964992389992370232) [@lwsresearch](/creator/x/lwsresearch) 2025-09-08T10:01Z 5116 followers, XXX engagements "Ecopetrol S.A. $EC launched a commercialization process to offer between XX and XX GBTUD of natural gas from its Florea field in Casanare for 20262028 with XX GBTUD available in 2027 and XX GBTUD in 2028 following Junes allocation of up to XXX GBTUD from Cusiana and Cupiagua and XX GBTUD of imported gas via the Pacific coast; the company is also drilling new wells including Florea N18 Andina Este and FRUp16 plus five more planned for 20252026 to expand reserves and output. ππ₯π #Ecopetrol #Gas #Energy" [X Link](https://x.com/lwsresearch/status/1966272000755634482) [@lwsresearch](/creator/x/lwsresearch) 2025-09-11T22:45Z 5116 followers, XXX engagements "π± Repsol SA $REP achieves a milestone by producing XXX% renewable gasoline at industrial scale at its Tarragona complex the first of its kind in Spain. The new Nexa XX fuel is now available in XX stations across Madrid and Catalonia cutting CO emissions by over XX% vs conventional gasoline. The company plans XX stations by year-end and urges EU regulators to recognize renewable fuels role in decarbonization ahead of the 2035 combustion ban πβ‘ #Repsol #RenewableEnergy #Sustainability" [X Link](https://x.com/lwsresearch/status/1975862987832377453) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T09:57Z 5118 followers, XXX engagements "β‘ Barclays Plc $BCS turns bullish on European energy stocks forecasting profits will bottom in 2025 before a strong rebound amid rising power demand and investment. The bank calls the sector an unstoppable supercycle upgrading EDP Renovveis $EDPR and Centrica Plc $CNA to overweight while downgrading Redeia Corporacin $RED to underweight. ππ#Energy #Europe #Barclays" [X Link](https://x.com/lwsresearch/status/1978737468078788764) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:19Z 5118 followers, XXX engagements "π π Howard Marks - Oaktree Capital Q2 2025 - π’ Ecopetrol $EC: Increases position +12.26% (+387700 shares). - π Braskem $BAK: Aggressive cut -XXXXX% (-1.89M shares). - β½ Petrobras $PBR: Full sell-off (-100% -2.66M shares). π Key move in LatAm energy: increases exposure to Colombia cuts hard on Brazilian petrochemicals and exits Petrobras entirely. #HowardMarks #OaktreeCapital #Ecopetrol #Braskem #Petrobras #EnergyInvesting" [X Link](https://x.com/lwsresearch/status/1955778676873736559) [@lwsresearch](/creator/x/lwsresearch) 2025-08-13T23:49Z 5115 followers, 3273 engagements "β½ Diamondback Energy $FANG CEO Kaes Vant Hof warned US crude production growth will stall if oil stays near $60/bbl with fewer wells profitable at that level. Speaking at an energy conference in Austin he said shale is near its ceiling noting $XX today equals $XX six years ago after inflation. Investor pressure for dividends and buybacks is shifting strategies away from production growth toward shareholder returns ππ΅ #Oil #Shale #Diamondback #Energy" [X Link](https://x.com/lwsresearch/status/1973430148683698470) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T16:49Z 5117 followers, 1014 engagements "π’ Petrobras $PBR awarded SLB $SLB a contract for completions tech & services on up to XX ultra-deepwater wells in Brazils Santos Basin (Atapu & Spia fields). Work begins mid-2026 deploying electric completions & digital solutions to boost uptime & reservoir control. $PBR offers a XXXX% dividend yield; Santos Basin remains core to Brazils energy future πβ‘ #Oil #Brazil #Energy" [X Link](https://x.com/lwsresearch/status/1971202249675207088) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T13:16Z 5124 followers, 1607 engagements "Valero Energy Corp $VLO is overhauling the 65000-bpd gasoline-producing fluidic catalytic cracking unit (FCCU) at its 180000-bpd Memphis Tennessee refinery along with the 12000-bpd alkylation unit sources said. The maintenance which also includes work on the flare gas recovery unit and a catalyst change in a hydrotreater began over the weekend and is scheduled to finish by November X. The FCCU converts gas oil into unfinished gasoline while the alkylation unit produces octane-boosting components. The hydrotreater ensures compliance with U.S. sulfur regulations. A Valero spokesperson was not" [X Link](https://x.com/lwsresearch/status/1966461272993505783) [@lwsresearch](/creator/x/lwsresearch) 2025-09-12T11:17Z 5120 followers, XXX engagements "β Exxon Mobil $XOM Petrobras $PBR and TechnipFMC $FTI urged Brazils antitrust regulator Cade to block or condition the planned Subsea7Saipem merger. They argue the $50.6B Saipem7 combo would dominate the subsea services market raising costs and hurting competition in SURF projects ππ’ #Oil #Mergers #Brazil" [X Link](https://x.com/lwsresearch/status/1970589369993142282) [@lwsresearch](/creator/x/lwsresearch) 2025-09-23T20:41Z 5118 followers, XXX engagements "π Eni SpA $ENI and YPF SA $YPF signed a final engineering agreement in Buenos Aires for a liquefied natural gas (LNG) project sourced from Argentinas Vaca Muerta shale formation. The plan covers the full LNG value chain from production in Neuqun to liquefaction and export via two floating LNG vessels each with a 6M tons/year capacity. The project could generate over $100B in exports for Argentina over XX years. β‘π’ #Eni #YPF #Energy" [X Link](https://x.com/lwsresearch/status/1976648125289771364) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T13:56Z 5117 followers, XXX engagements "Silver fell more than X% in its biggest drop in six months as the broad precious metals group retreated following a furious rally this week" [X Link](https://x.com/lwsresearch/status/1979239465781473642) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T17:33Z 5124 followers, XXX engagements "Goldman Sachs initiated coverage of Golar LNG $GLNG with a Buy and a $XX PT (+34% upside). As the only pure-play FLNG operator $GLNG is XX% contracted expected to reach $800M run-rate EBITDA by 2028 (vs. $260M in 2025). Focused on floating LNG units with limited price exposure $GLNG is positioned for growth despite bearish global gas outlook πβ‘ #LNG #Energy #GLNG" [X Link](https://x.com/lwsresearch/status/1972952029258555557) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T09:09Z 5115 followers, 1503 engagements "β McEwen Copper Inc a unit of McEwen Mining $MUX released the feasibility study for its Los Azules copper project in San Juan Argentina confirming plans to produce 204800 tons of high-purity copper cathodes annually during the first five years with a 21-year mine life. Backed by Stellantis $STLAM (18.3%) and Rio Tinto $RIO (17.2%) the $2.7B project is part of Argentinas Large Investment Incentive Regime (RIGI) offering 30-year fiscal benefits. Los Azules advances toward construction a key step in Argentinas return to copper production β #McEwenMining #Copper #Argentina" [X Link](https://x.com/lwsresearch/status/1975914244995490035) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T13:20Z 5115 followers, XXX engagements "β Chinas copper concentrate imports fell XXX% in September to 2.59M tons ending two months of growth as Freeport Indonesia $FCX halted shipments from its Grasberg mine following a mudslide and the expiration of its export license. The incident which caused seven fatalities and led to a force majeure declaration disrupted supply from the worlds second-largest copper mine. Year-to-date Chinas imports are still up XXX% YoY at 22.63M tons while refined copper imports surged XXXX% in September to 485K tons. βπ #Freeport #Copper #China" [X Link](https://x.com/lwsresearch/status/1977713992962294059) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:32Z 5119 followers, XXX engagements "π Ethereum spot ETFs $ETH saw $176.6M in net inflows on Oct X led by BlackRock $ETHA (+$92.6M) and Bitwise $ETHW (+$27M). This extends the rebound in crypto fund flows lifting total cumulative inflows to $1.54B since launch ππ₯ #Ethereum #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1975465205577682976) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T07:36Z 5117 followers, XXX engagements "π’ The Caspian Pipeline Consortium (CPC) has restored operations at Mooring Point No. X at its Black Sea terminal after an August spill incident according to Interfax. The CPC backed by Chevron Corp. $CVX ExxonMobil Corp. $XOM and Transneft PJSC $TRNFP transported 54M tons of crude in the first nine months of 2025 up from 48.5M tons a year earlier. βπ #Oil #Energy #CPC" [X Link](https://x.com/lwsresearch/status/1978785252106498374) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T11:29Z 5118 followers, XXX engagements "β½ Cheniere Energy $LNG inks long-term LNG deal with Japans JERA1M tons per year from 2029 to 2050. A 21-year supply pact reinforcing U.S.-Asia energy ties ππ€. #LNG #Cheniere #JERA" [X Link](https://x.com/lwsresearch/status/1953425104605511997) [@lwsresearch](/creator/x/lwsresearch) 2025-08-07T11:56Z 5117 followers, XXX engagements "Valaris $VAL announced a five-well contract with Bp Exploration Delta Limited for drillship VALARIS DS-12 in Egypt. The work is expected to commence in Q2 2026 has an estimated duration of XXX days and an estimated total contract value of approximately $XXX million inclusive of a mobilization fee. The award includes three option wells. Management said DS-12 will return to Egypt and noted all four drillships with near-term availability are now contracted" [X Link](https://x.com/lwsresearch/status/1977720234195780037) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:57Z 5117 followers, XXX engagements "β Anglo American PLC $AAL has offered remedies to EU regulators to secure approval for the $500M sale of its Brazilian nickel business to a unit of MMG Ltd $1208 (Hong Kong-listed). According to a source Anglo proposed to purchase ferronickel from MMG for resale in Europe for up to XX years ensuring supply continuity and addressing antitrust concerns over potential market shortages. The European Commission confirmed receipt of the proposal and extended its decision deadline to Nov X as it consults rivals and customers. π© #AngloAmerican #MMG #Nickel" [X Link](https://x.com/lwsresearch/status/1978475884408451091) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T14:59Z 5118 followers, XXX engagements "Critical Minerals Companies Ramp Up Lobbying in Washington as U.S. Expands Strategic Investments π October XX 2025 Reuters π A growing number of critical mineral companies spanning lithium copper rare earths and geothermal sectors are intensifying lobbying efforts in Washington aiming to secure a share of the massive federal investments the Trump administration has pledged to firms deemed vital to U.S. national security. π Lobbying Surge At least a dozen companies have hired top D.C. lobbying firms since January to obtain federal funding permitting support and long-term offtake guarantees." [X Link](https://x.com/lwsresearch/status/1978876934227423316) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T17:33Z 5124 followers, XXX engagements "Indonesia has asked mining company Freeport $FCX to conduct an assessment following the disaster caused by a mudslide at its Grasberg copper and gold mine in which seven workers died according to a statement issued on Thursday by an official from the Ministry of Mining" [X Link](https://x.com/lwsresearch/status/1976200266128228740) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T08:17Z 5116 followers, XXX engagements "π’ Ecopetrol $EC eyes expansion in Brazil seeking oil & gas deals that may include Petrobras $PBRs onshore fields in Bahia. Move signals Colombias state-run giant pushing deeper into regional energy assets ππ€β‘ #Ecopetrol #Petrobras #Oil" [X Link](https://x.com/lwsresearch/status/1969047068237811749) [@lwsresearch](/creator/x/lwsresearch) 2025-09-19T14:32Z 5115 followers, 1137 engagements "β Orion Minerals $ORN signed a non-binding term sheet with Glencore $GLEN for $200M$250M in funding for its Prieska copper-zinc project in South Africa π°. The deal includes an offtake agreement for XXX% of copper and zinc concentrates over XXX years. Funding will be disbursed in two tranches with the first drawdown targeted for November to fast-track early works and first production β‘. Conditions include Glencore completing due diligence already underway while Orion continues talks with existing funding partners. #Mining #Copper #Zinc #Glencore #SouthAfrica" [X Link](https://x.com/lwsresearch/status/1968251909359178200) [@lwsresearch](/creator/x/lwsresearch) 2025-09-17T09:53Z 5117 followers, XXX engagements "π¬ Warner Bros Discovery $WBD has rejected Paramount Global $PSKY and Skydance Medias initial takeover offer of about $20/share calling it too low according to Bloomberg. David Ellison who took control of $PSKY after an $8B merger with Skydance is now considering raising the bid approaching shareholders directly or bringing in Apollo Global Management $APO as a financial backer. The move signals an escalating Hollywood consolidation battle. π₯π₯ #WarnerBros #Paramount #Mergers" [X Link](https://x.com/lwsresearch/status/1977274875740823942) [@lwsresearch](/creator/x/lwsresearch) 2025-10-12T07:27Z 5118 followers, 1373 engagements "π Whitehaven Coal Ltd $WHC announced that Ray Zage will retire from the Board and not stand for re-election at the Oct XX AGM. Zage CEO of Tiga Investments and senior advisor to Farallon Capital has served since 2013 and was on the Audit & Risk Committee. He will remain engaged as a significant shareholder πβ #ASX #Mining #Leadership" [X Link](https://x.com/lwsresearch/status/1971153022483829117) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T10:01Z 5115 followers, XXX engagements "π Gold miners rallied after the FT reported Tether is in talks to invest across the gold supply chain. Harmony Gold $HMY +5% Hecla Mining $HL +4% Gold Fields $GFI +4% AngloGold Ashanti $AU +3% and Coeur Mining $CDE +2% all advanced on the news. πβ¨" [X Link](https://x.com/lwsresearch/status/1965031411326586967) [@lwsresearch](/creator/x/lwsresearch) 2025-09-08T12:36Z 5117 followers, 1158 engagements "Petrobras $PBR will sign a deal to supply over X million barrels of crude oil to India Vice President Geraldo Alckmin announced during an official visit. The agreement strengthens BrazilIndia energy ties and expands Petrobrass export reach in Asia. π€π’ #Petrobras #India #Energy" [X Link](https://x.com/lwsresearch/status/1978830732198871043) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T14:29Z 5124 followers, XXX engagements "β Venture Global Inc. $VG has lost an arbitration case against BP Plc $BP a setback that contrasts with its recent legal win over Shell Plc $SHEL. The tribunal ruled in BPs favor finding that Venture Global improperly sold LNG cargoes from its Louisiana plant on the spot market instead of fulfilling long-term contract obligations. BP is now seeking over $X billion in damages adding pressure to one of the most closely watched disputes in the global LNG trade ππ₯ #VentureGlobal #BP #LNG #Energy" [X Link](https://x.com/lwsresearch/status/1976395034975973767) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T21:11Z 5124 followers, 1503 engagements "U.S. Investment in Argentina Outpaces China by 7x and the Gap Is Expected to Widen π October XX 2025 Ruterd π Overview U.S. foreign direct investment (FDI) in Argentina is XXX times larger than Chinas and that gap could expand following the White House meeting between Presidents Javier Milei and Donald Trump. The encounter comes amid renewed U.S. financial backing for Argentina and signals a deepening strategic alliance between the two countries. π΅ Investment Landscape U.S. FDI stock: USD XXXX billion (17% of Argentinas total USD XXX billion as of March 2025). This surpasses Spain (USD" [X Link](https://x.com/lwsresearch/status/1978499314444857446) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T16:32Z 5119 followers, XXX engagements "π₯ UBS upgrades HelloFresh SE $HFG from Neutral to Buy and raises its PT to XXXXX (from 7.60) citing signs that revenue declines are bottoming out. UBS expects growth to stabilize by Q3 2025 and return to positive constant-currency growth by Q2 2026 supported by an in-depth customer cohort analysis showing improved retention and engagement. The bank says HelloFreshs strategic pivot and better customer data offer confidence in a sustained turnaround despite prior volatility π½π #HelloFresh #UBS #Equities" [X Link](https://x.com/lwsresearch/status/1976201501992161407) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T08:22Z 5117 followers, 2502 engagements "β Rio Tinto Group $RIO reported Q3 iron ore shipments of 84.3M tons flat YoY but up X% QoQ as the miner ramps up investment to sustain output amid slowing Chinese steel demand. The company reaffirmed its 2025 shipment guidance of 323M338M tons underscoring operational stability and disciplined production management despite market headwinds. βπ¦ #RioTinto #IronOre #Mining" [X Link](https://x.com/lwsresearch/status/1977868123035386148) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T22:44Z 5118 followers, XXX engagements "β Whitehaven Coal Ltd $WHC repurchased 36165 shares on Sept XX at AUD 6.526.74 totaling 5.57M shares bought back so far under its on-market program. Max planned is 41.6M shares (AUD 48M) with UBS executing trades until Mar XX 2026 ππ° #Coal #ASX #Buyback" [X Link](https://x.com/lwsresearch/status/1970426719577530385) [@lwsresearch](/creator/x/lwsresearch) 2025-09-23T09:55Z 5115 followers, XXX engagements "Norways Equinor ASA $EQNR has started production at the Bacalhau oil field in Brazil its largest international offshore project holding over X billion boe in recoverable reserves. The field located XXX km off So Paulo can produce up to 220000 barrels/day via an FPSO. Partners include ExxonMobil Corp. $XOM (40%) and Galp Energia SGPS SA $GALP (20%). Output will ramp up through 2026. βπ#Equinor #Oil #Brazil" [X Link](https://x.com/lwsresearch/status/1978735587734499579) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:11Z 5119 followers, XXX engagements "π Gold remains above $4000/oz supported by a global shift among central banks from U.S. Treasuries to gold reserves according to Russell Price of Ameriprise Financial. Price highlighted Chinas efforts to strengthen its currency noting that concerns over the U.S. fiscal deficit are weighing on Treasury demand though lower global rates have helped cushion bond losses. #Gold #CentralBanks #USDebt #China" [X Link](https://x.com/lwsresearch/status/1976312267252638083) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T15:42Z 5118 followers, XXX engagements "π Macquarie Group Ltd $MQG plans to expand its LNG business targeting 1015 year supply deals while boosting physical trading. Strategy includes taking positions in shipping and assets to secure a bigger slice of the fast-growing LNG market β½π’ #LNG #Energy #Macquarie" [X Link](https://x.com/lwsresearch/status/1970824306801442822) [@lwsresearch](/creator/x/lwsresearch) 2025-09-24T12:15Z 5118 followers, XXX engagements "Exxaro Resources $EXX appoints Ben Magara as CEO replacing Nombasa Tsengwa. The coal miner shifts focus to manganese and copper eyeing Zambia for exploration. 2024 profits fell to 7B rand ($381M) from 11B with dividends cut to XXX rand/share. #Mining #Exxaro #Metals" [X Link](https://x.com/lwsresearch/status/1900138423966453928) [@lwsresearch](/creator/x/lwsresearch) 2025-03-13T10:54Z 5116 followers, XXX engagements "π Eni SpA $ENI plans to begin liquefied natural gas (LNG) exports from Argentinas Vaca Muerta shale project by late 2029 or early 2030 according to COO Guido Brusco. The project developed jointly with YPF SA $YPF will produce roughly XX million tons of LNG per year marking a key milestone in Argentinas emergence as a global LNG exporter. β‘π’ #Eni #YPF #Energy" [X Link](https://x.com/lwsresearch/status/1977715071129190737) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:36Z 5118 followers, XXX engagements "π Italys antitrust authority has opened an investigation into Philip Morris Italia $PM over alleged misleading marketing of its smoke-free products the regulator said Wednesday. Authorities claim slogans like smoke-free future could mislead consumers by implying the products are risk-free or less harmful despite still posing health risks and addiction potential. β #PhilipMorris #Regulation #Tobacco" [X Link](https://x.com/lwsresearch/status/1978391791616291139) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T09:25Z 5118 followers, XXX engagements "π’ Ecopetrol $EC plans to exceed its 2025 goal of drilling XX wells by 2040% with X drilled so far (2 successful). Output hits 751K bpd above the top end of its target. The company seeks partners for X oil fields via deals like the $268M agreement with Parex Resources $PXT. The Sirius project with Petrobras $PBR in Colombias Caribbean requires XXX community approvals. Area holds 6B cubic feet of gas; investment could reach $5B and operations may start by 2029 βπ #Ecopetrol #Oil #Colombia" [X Link](https://x.com/lwsresearch/status/1968966357149450578) [@lwsresearch](/creator/x/lwsresearch) 2025-09-19T09:12Z 5124 followers, XXX engagements "π₯ Paxos just minted XXX trillion PYUSD the stablecoin of PayPal Holdings Inc. $PYPL in one massive Ethereum $ETH transaction a record-scale minting move that caught traders attention across the crypto market. πͺβ‘#PayPal #Crypto #Stablecoins" [X Link](https://x.com/lwsresearch/status/1978546234911543678) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T19:39Z 5124 followers, 1980 engagements "π° Bitcoin ETF $BTC inflows turned positive on October XX 2025 with a net gain of $102.7M rebounding after several days of outflows. Fidelitys $FBTC led with $132.7M in inflows while BlackRocks $IBIT saw - $30.8M. Other issuers like Bitwise $BITB and ARK 21Shares $ARKB posted modest gains" [X Link](https://x.com/lwsresearch/status/1978394691914866808) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T09:37Z 5119 followers, XXX engagements "Whitehaven Coal $WHC continues its on-market buy-back program acquiring 90206 shares on June XX at up to AUD XXXX each. So far the company has repurchased over XXXX million shares with plans to buy back up to 41.8M shares (worth $72M AUD total). Broker: UBS Securities. ππ°π© #Whitehaven #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1937059641151668527) [@lwsresearch](/creator/x/lwsresearch) 2025-06-23T08:06Z 5117 followers, XXX engagements "Brazilian oil company Petrobras $PBR will be able to supply around XX% of the country's total demand for nitrogen fertilizers when it resumes operations at three local plants its CEO Magda Chambriard said on Thursday" [X Link](https://x.com/lwsresearch/status/1976392096266551584) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T20:59Z 5118 followers, 1105 engagements "Global Atomic Corporation $GLO announced it has upsized its bought-deal public offering with Red Cloud Securities Inc. as sole underwriter and bookrunner raising gross proceeds to C$35 million from the previously planned C$20 million due to strong investor demand. π Offering Details: 56452000 units at C$0.62 per unit Each unit includes one common share and one warrant Each warrant allows the purchase of one share at C$0.80 within XX months of closing Includes a XX% over-allotment option for stabilization π° Use of Proceeds: Funds will be directed toward advancing the companys Dasa uranium" [X Link](https://x.com/lwsresearch/status/1978816718521688498) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T13:34Z 5122 followers, 1037 engagements "Vaar Energi $VAR majority owned by Italy's Eni $ENI said on Wednesday it had agreed to buy TotalEnergies $TTE's stake in Norway's Ekofisk PPF oil field raising Vaar's stake to XXXX% from 12.4%" [X Link](https://x.com/lwsresearch/status/1973328389407908019) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:05Z 5118 followers, XXX engagements "π ArcelorMittal $MT (+6.5%) and Acerinox $ACX (+3.6%) surged in Madrid after the EU unveiled new protection measures for European steelmakers. The plan halves tariff-free import quotas and doubles duties (to 50%) on volumes above that limit to shield the bloc from global overproduction. Analysts at Banco Sabadell $SAB call the move clearly positive estimating +1015% EBITDA upside for ArcelorMittal and up to +20% for Acerinox whose European operations were loss-making. The policy expected by 2026 aligns EU trade defenses with those of U.S. and Canada β #Steel #Europe #Trade" [X Link](https://x.com/lwsresearch/status/1976004555834839098) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T19:19Z 5117 followers, XXX engagements "π Dry-bulk shipping hit hard: rates plunged XX% this week with Capesize spot rates down another X% Thursday per Baltic Exchange. A dispute over BHP Group $BHP iron ore cargoes to China adds pressure to a market already in seasonal slowdown ββ #Shipping #Commodities #China" [X Link](https://x.com/lwsresearch/status/1974056776862740795) [@lwsresearch](/creator/x/lwsresearch) 2025-10-03T10:19Z 5119 followers, XXX engagements "π° Braskem S.A. $BAK confirmed it withdrew a $1B stand-by credit facility boosting total available cash to $2.3B as of Sept XX 2025. The move part of its conservative liquidity strategy aims to strengthen resilience amid a prolonged chemical industry downturn πβ #Braskem #Chemicals #Liquidity" [X Link](https://x.com/lwsresearch/status/1975180309449634293) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T12:44Z 5124 followers, 1298 engagements "π Opec+ raises oil production quotas to two-year high. #OOTT Eight OPEC+ countries (Saudi Arabia Russia Iraq UAE Kuwait Kazakhstan Algeria and Oman) increased production by -547K bpd in September. They reaffirm their commitment to market stability and could reverse the adjustment depending on developments π’ππ€ #OPEC #Oil #GlobalMarkets" [X Link](https://x.com/lwsresearch/status/1951972085183750418) [@lwsresearch](/creator/x/lwsresearch) 2025-08-03T11:43Z 5124 followers, 1358 engagements "β Teck Resources Ltd $TECK cut output guidance again for its flagship Chilean copper mine extending production impacts through 2028. The move comes weeks after its major deal with Anglo American $AAL.L and adds to a string of global copper supply shocks as demand surges from AI and clean energy sectors β‘π #TeckResources #Copper #Mining" [X Link](https://x.com/lwsresearch/status/1975844712524206536) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T08:44Z 5119 followers, XXX engagements "πΈ Bitcoin ETFs recorded $94M in net outflows on Oct XX 2025 led by Grayscales GBTC (-$82.9M) and Invescos BTCO (-$11.1M). Despite the pullback total inflows since inception stand at $62.4B with BlackRocks IBIT $IBIT and Fidelitys FBTC $FBTC remaining dominant players. β‘π#Bitcoin #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1978741198727590267) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:33Z 5124 followers, XXX engagements "β‘ TotalEnergies SE $TTE said its Q3 profit and cash flow are expected to be flat to up X% YoY supported by higher oil and gas output and stronger refining margins which offset a $10/bbl drop in crude prices. The company highlighted accretive hydrocarbon growth and improved downstream performance as key drivers of resilience in a volatile market. π’π #TotalEnergies #Oil #Earnings" [X Link](https://x.com/lwsresearch/status/1978450036812886451) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T13:17Z 5117 followers, XXX engagements "π Whitehaven Coal Ltd $WHC continues its on-market buy-back: 59616 shares repurchased on XX June 2025 at up to AUD 5.81/share. Total bought so far: 3.88M out of 41.83M planned with up to AUD 72M allocated. Broker: UBS Securities. π¦π #Whitehaven #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1937455308839805282) [@lwsresearch](/creator/x/lwsresearch) 2025-06-24T10:18Z 5117 followers, XXX engagements "Petrobras $PBR awarded Halliburton Co. $HAL several contracts for completion and stimulation services in deepwater fields in Brazil. Halliburton will deploy its SmartWell technology and EcoStar valves (eTRSV) to optimize production and safety in the Buzios Sepia and Atapu fields with operations scheduled to begin in 2026. βπ #Petrobras #Halliburton #OilGas" [X Link](https://x.com/lwsresearch/status/1978554877274931258) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T20:13Z 5124 followers, XXX engagements "π U.S. regulators have granted Venture Global LNG $VG an extension until December 2027 to complete the start-up of its Plaquemines LNG plant according to a federal filing Thursday. The project is a key pillar in expanding U.S. LNG export capacity amid growing global demand. βπ§ #LNG #Energy #VentureGlobal" [X Link](https://x.com/lwsresearch/status/1978913265678979471) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T19:57Z 5124 followers, XXX engagements "β Whitehaven Coal $WHC repurchased 129808 shares on Sept X for AUD 825.4K at prices between AUD 6.306.56. Total buybacks now stand at 5.05M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. π" [X Link](https://x.com/lwsresearch/status/1965346322166542370) [@lwsresearch](/creator/x/lwsresearch) 2025-09-09T09:27Z 5117 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
LWS Financial Research posts on X about mining, $pbr, $whc, exxon mobil the most. They currently have XXXXX followers and 1847 posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% travel destinations XXX% currencies XXXX% technology brands XXXX% automotive brands XXXX% exchanges XXXX% luxury brands XXXX%
Social topic influence mining #2148, $pbr #2, $whc #1, exxon mobil #38, $xom #16, copper #654, corp #270, $ec #1, brazil #1045, $48m #13
Top accounts mentioned or mentioned by @crisu1969 @marcelo12650938 @tootiefrootie13 @sandberghaedo @secretarywright @blueorigin @coinbase @jasonles @time @valarislimited @mattyp2020 @jaayshaan @walststocker @stone_flanders @jomasilva88 @lp_actionnaire @stephencarc @kryptowombat @morgan_brinig @calvinfroedge
Top assets mentioned PolkaBridge (PBR) Exxon Mobil (XOM) Ecopetrol S.A (EC) Ethereum (ETH) BlackRock Inc (BLK) Bitcoin (BTC) Convex Finance (CVX) Freeport-McMoRan Inc (FCX) ETHPoW (ETHW) Rio Tinto plc (RIO) Realio Network (RIO) Enume AI (ENI) BHP Group Limited (BHP) ETHA Lend (ETHA) Fidelity Ethereum Fund (FETH) Fidelity BTC Trust (FBTC) iShares BTC Trust (IBIT) Oxygen (OXY) CNA Financial, Corp. (CNA) Morgan Stanley (MS) ARK 21Shares Bitcoin ETF (ARKB) Southern Copper Corporation (SCCO) American Airlines Group Inc (AAL) Newmont Corporation (NEM) Barrick Gold Corp. (GOLD) AutoCrypto (AU2) Petroleo Brasileiro S.A.-Petrobras (PBR.A) ConocoPhillips (COP) Copiosa Coin (COP2) Goldman Sachs (GS) Warner Bros Discovery, Inc. (WBD) Grayscale BTC ETF (GBTC) Newell Brands Inc (NWL) Invesco Galaxy Ethereum ETF (QETH) Teck Resources Limited (TECK)
Top posts by engagements in the last XX hours
"U.S. Energy Secretary Chris Wright said the United States will not support a global carbon tax reaffirming President Trumps stance ahead of this weeks IMO meeting on a potential UN-backed levy on shipping emissions. Wright emphasized that the U.S. wont allow international bodies to impose costly burdens on energy producers or American families urging nations to prioritize energy expansion and economic growth over what he called climate-alarmist taxation. β‘π’ #US #IMO #CarbonTax #EnergyPolicy"
X Link @lwsresearch 2025-10-15T23:03Z 5124 followers, 1850 engagements
"π΅π’ UBS boosts valuations for oil & gas majors citing stronger FCF forecasts cost savings & US tax benefits. Still cautious on crude favors natural gas after XX% subsector drop. Updates PTs for ExxonMobil $XOM Chevron $CVX ConocoPhillips $COP & EOG Resources $EOG. #Energy #OilandGas #Stocks"
X Link @lwsresearch 2025-08-20T16:12Z 5119 followers, XXX engagements
"β‘ The Trump administration is weighing an additional $12B in cuts to clean energy funding targeting EV manufacturing and carbon capture projects. Impacted programs include grants to Occidental $OXY General Motors $GM and Stellantis $STLAM for U.S. plant conversions. The move follows last weeks $7.56B rollback in DOE climate funding π #Energy #EV #Politics"
X Link @lwsresearch 2025-10-07T19:47Z 5118 followers, XXX engagements
"π’ ExxonMobil Corp $XOM has ramped up oil production in Guyana to 770000 bpd following the startup of its fourth floating production facility making the country one of the core assets in Exxons global portfolio. Average output rose from 685000 bpd in August to 740000 bpd in September with plans to exceed 900000 bpd once full capacity is reached. Exxon aims to launch its 5th (Uaru 2026) and 6th (Whiptail 2027) projects soon while its 8th project (Longtail) Guyanas first standalone gas development is targeted for 2030. βπ #ExxonMobil #Guyana #Oil"
X Link @lwsresearch 2025-10-13T17:03Z 5118 followers, XXX engagements
"β Whitehaven Coal $WHC repurchased 38194 shares on Sept X for AUD 238.8K at prices between AUD 6.206.29. Total buybacks now stand at 5.18M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. π"
X Link @lwsresearch 2025-09-10T10:44Z 5117 followers, XXX engagements
"πΌ KKR $KKR is weighing the sale of its XX% stake in Pembina Gas Infrastructure with the holding valued at around $7B according to sources. The JV with Pembina Pipeline $PPL created in 2022 owns midstream assets for transporting processing and storing natural gas and NGLs across Western Canada β‘ #KKR #Energy #M&A"
X Link @lwsresearch 2025-10-01T19:27Z 5122 followers, XXX engagements
"πΌ Jefferies reiterated its Buy rating on ConocoPhillips $COP trimming its price target to $XXX (from $129) implying XX% upside from the last close. The firm expects free cash flow (FCF) to rise sooner than the market anticipates driven by synergy acceleration lower capex and higher production. Jefferies cautions that investors may be overlooking key revenue and opex levers beyond capital reductions. βπ #ConocoPhillips #Oil #Investing"
X Link @lwsresearch 2025-10-13T12:22Z 5124 followers, XXX engagements
"Guyanas Vice President said the country will keep gas development on the table including future projects by Exxon Mobil Corp. $XOM. Exxons Longtail project is set to be the first to develop non-associated gas in Guyana followed by potential expansions at Haimara and Pluma. Plans for LNG conversion remain under evaluation. βπ’ #Guyana #ExxonMobil #Energy"
X Link @lwsresearch 2025-10-16T19:58Z 5124 followers, XXX engagements
"π Whitehaven Coal Limited $WHC continues its on-market buy-back repurchasing 121906 shares on June XX for AUD 665K. Total buy-back now at 4.18M shares aiming for up to 41.8M (AUD 72M). Broker: UBS Securities. π¦ #ASX #BuyBack"
X Link @lwsresearch 2025-06-26T08:36Z 5117 followers, XXX engagements
"π΅ Major U.S. banks JPMorgan Chase & Co. $JPM Bank of America Corp. $BAC Goldman Sachs Group Inc. $GS and Citigroup Inc. $C are reportedly in talks with the U.S. Treasury to arrange loans for Argentina according to Semafor. The discussions could mark a key step in U.S. efforts to stabilize Argentinas economy. #Argentina #Banks #Finance"
X Link @lwsresearch 2025-10-16T20:48Z 5124 followers, 1443 engagements
"BitMine Immersion $BMNR holdings include 2830151 ETH (priced at $4535/ETH) XXX BTC a $XXX million stake in Eightco Holdings (ORBS) and $XXX million of unencumbered cash. The company says it is the worlds largest ETH treasury owns more than X% of ETH supply ranks #28 by U.S. average daily dollar trading volume ($2.5 billion 5-day avg as of Oct X 2025) and states a strategic goal to acquire X% of ETH"
X Link @lwsresearch 2025-10-06T12:58Z 5124 followers, XXX engagements
"Gold hit a record high on Thursday rising for the fifth consecutive session as investors increased their safe-haven bets amid growing trade tensions between the world's two largest economies a US federal government shutdown and increased bets on interest rate cuts"
X Link @lwsresearch 2025-10-16T08:09Z 5118 followers, XXX engagements
"Centrica $CNA is deepening its nuclear power commitment as part of a 10bn plan to build the UKs first advanced modular reactors in northeast England partnering with US-based X-energy. The deal announced ahead of US President Donald Trumps UK visit is one of several new US-UK energy partnerships that the UK government says will strengthen energy security β‘. FTSE 100-listed Centrica and Maryland-headquartered X-energy signed a joint development agreement to deploy the US companys Xe-100 modular reactors. The first phase will install twelve 80-megawatt reactors at Hartlepool enough to power 1.5"
X Link @lwsresearch 2025-09-14T23:45Z 5117 followers, XXX engagements
"π₯ Petrobras $PBR Completes First Gas Import from Argentinas Vaca Muerta via Pipeline π October X 2025 Refinitiv π Milestone Energy Transaction Petrobras ($PETR3) and Pluspetrol have completed their first-ever import of unconventional natural gas from Argentinas Vaca Muerta shale formation via pipeline marking a significant step in regional energy integration. π§ Key Details The test shipment completed last Friday involved 100000 cubic meters of gas produced by Petrobras Argentine subsidiary (POSA) and Pluspetrol. The gas was transported through existing pipelines from Argentina to Bolivia"
X Link @lwsresearch 2025-10-06T19:19Z 5117 followers, XXX engagements
"β Freeport Indonesia a unit of Freeport-McMoRan $FCX may be forced to halt operations at its $3.7B Manyar copper smelter by the end of October due to a shortage of copper concentrate following the mudslide at the Grasberg mine according to local media Kontan. Officials from Indonesias Energy Ministry said Grasbergs supply may only last through this month after the deadly landslide that killed seven workers. Production may not fully recover until 2027. βπ #Freeport #Copper #Mining"
X Link @lwsresearch 2025-10-14T10:28Z 5118 followers, XXX engagements
"πΊ CNN owned by Warner Bros Discovery Inc. $WBD will launch its new All Access subscription on Oct. XX for $6.99/month offering live and on-demand video full access and CNN Originals content. The move marks CNNs streaming comeback after the short-lived CNN+ as WBD pivots from cable toward digital amid tough competition from Netflix Inc. $NFLX The New York Times Co. $NYT and Fox Corp. $FOX. π»π #CNN #Streaming #Media"
X Link @lwsresearch 2025-10-16T15:01Z 5124 followers, XXX engagements
"π¨ Caspian Pipeline Consortium (CPC) halted crude loadings at Russias Novorossiisk port after a Ukrainian drone strike killed X and injured X. Operations later resumed. Impacted players include Eni SpA $E Chevron $CVX Exxon Mobil $XOM and Lukoil $LKOH β½β‘ #Oil #Russia #Ukraine"
X Link @lwsresearch 2025-09-25T13:13Z 5117 followers, XXX engagements
"The UK government has imposed new sanctions on Russias largest oil producers Rosneft PJSC and Lukoil PJSC as well as a Chinese LNG terminal tied to a major Russian gas project according to the Office of Financial Sanctions Implementation. The UK cited the firms strategic significance to Moscow both companies produce over half of Russias oil output as part of its latest effort to tighten pressure on Russias energy sector. β‘π’ #Russia #Sanctions #Energy"
X Link @lwsresearch 2025-10-15T13:27Z 5118 followers, XXX engagements
"β‘ Ecopetrol SA $EC launches bidding process for a regasification project at its Coveas maritime terminal in northern Colombia. CEO Ricardo Roa said binding offers open Oct XX with gas commercialization expected before year-end π¨ #Ecopetrol #Energy #NaturalGas"
X Link @lwsresearch 2025-10-06T15:44Z 5115 followers, XXX engagements
"π HelloFresh SE $HFG.DE fell up to -X% after Morgan Stanley $MS cut its rating to Equal-weight from Overweight and lowered PT to X from XX citing rising U.S. competition for its Factor brand and weaker profit outlook"
X Link @lwsresearch 2025-09-10T13:03Z 5124 followers, XXX engagements
"π Ethereum ETFs $ETH recorded net outflows of -$174.9M on Oct XX marking the weakest daily flow in nearly two weeks. BlackRock $ETHA (-$80.2M) and Fidelity $FETH (-$30.1M) led redemptions while Bitwise $ETHW (-$21.6M) also dragged the total lower. Only Grayscale $ETHE (+$3.0M) showed minor inflows. $ETH. βπ #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-10-11T10:31Z 5118 followers, XXX engagements
"EchoStar $SATS) has terminated its constellation contract with MDA Space $MDA due to a strategic shift following spectrum allocation discussions with the FCC. EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX. MDA Space emphasizes that the termination is unrelated to their performance and confirms they will receive compensation for all termination costs and fees. The company maintains its $XXX billion backlog (excluding the EchoStar contract) and reiterates its fiscal 2025 financial outlook. MDA Space continues to pursue opportunities in digital satellite"
X Link @lwsresearch 2025-09-08T11:24Z 5124 followers, 11.2K engagements
"β‘ Lynas Rare Earths Ltd. $LYC is set for its best quarterly market performance in nearly a decade with shares up +97% as investors bet on its role amid intensifying USChina trade tensions. Backed by billionaire Gina Rinehart $LYC outpaces Asian peers as Beijings tariff retaliation drives demand for non-China rare earths ππ #RareEarths #China #TradeWar"
X Link @lwsresearch 2025-09-25T22:16Z 5124 followers, XXX engagements
"β District Metals $DMX: Boliden Terminates Option Agreement on Tomtebo & Stollberg π
August XX 2025 Company release π District Metals Corp. announced that Boliden Mineral AB has terminated the Option Agreement covering the Tomtebo and Stollberg polymetallic base metal properties in Swedens Bergslagen District. π§ Key Details Original deal (Oct 2023): Boliden could earn up to XX% of Tomtebo by spending CAD $10M in exploration over X years. District could earn up to XX% of Stollberg. Termination outcome: District retains XXX% of Tomtebo. Boliden retains XXX% of Stollberg. Boliden will keep"
X Link @lwsresearch 2025-08-25T08:25Z 5124 followers, 1053 engagements
"π Bitcoin ETFs $BTC posted net outflows of -$326.4M on Oct XX the sharpest withdrawal in nearly two weeks as selling pressure hit several major issuers. Fidelity $FBTC (-$115.6M) led redemptions followed by ARK Invest $ARKB (-$21.1M) and Grayscale $GBTC (-$145.4M). BlackRock $IBIT remained resilient with +$60.4M inflows partly offsetting the decline"
X Link @lwsresearch 2025-10-14T10:21Z 5115 followers, XXX engagements
"π’ NewPrinces $NWL Confirms Intention to Float Subsidiary Princes Group plc on the London Stock Exchange π Reggio Emilia XX October 2025 π Overview NewPrinces S.p.A. announced that its wholly owned subsidiary Princes Group plc has confirmed its intention to proceed with an initial public offering (IPO) of its ordinary shares on the Main Market of the London Stock Exchange (LSE). π¦ Key Offer Details The IPO will consist of new ordinary shares issued by Princes Group to raise funds for future acquisitions and inorganic growth. The final offer price will be determined through a bookbuilding"
X Link @lwsresearch 2025-10-10T08:10Z 5123 followers, XXX engagements
"β Rio Tinto Group $RIO with partners Mitsui & Co. $8031.T and Nippon Steel Corp. $5401.T will invest $733M to develop new iron ore mines at West Angelas in Australias Pilbara region. The project will sustain 35M tons/year of output with production starting in 2027 β #RioTinto #IronOre #Mining"
X Link @lwsresearch 2025-10-06T22:45Z 5124 followers, XXX engagements
"π° Bitcoin ETFs $BTC maintained strong inflows in early October though slightly cooling +$197.8M on Oct X led by BlackRock $IBIT (+$255.5M). Fidelity $FBTC (-$13.2M) and ARK $ARKB (-$5.6M) trimmed gains while $GBTC saw -$45.5M in outflows. Cumulatively Bitcoin ETF inflows top $62.7B with $IBIT alone surpassing $65B since launch underscoring relentless institutional demand for Bitcoin $BTC π π #Bitcoin #ETF #CryptoInvesting"
X Link @lwsresearch 2025-10-10T09:17Z 5124 followers, XXX engagements
"π’ Petrobras $PBR signs R$9.6B ($1.81B) in construction contracts for its Boaventura refining project covering new units to produce lubricants diesel S-10 and jet fuel. The firm also inked R$10.2B in deals to charter four ROV support vessels for offshore operations β #Petrobras #Energy #Oil"
X Link @lwsresearch 2025-10-07T07:34Z 5118 followers, 1122 engagements
"β Several units at BP Plc $BPs Whiting refinery in Indiana the largest in the U.S. Midwest with 440000 bpd capacity were offline on Friday according to market sources citing Wood Mackenzie data. The facility was seen flaring early in the day as BP investigates the issue. π’π₯#BP #Refining #Energy"
X Link @lwsresearch 2025-10-17T12:30Z 5124 followers, XXX engagements
"β Energy executives warned that U.S. trade tariffs under President Donald Trump are driving up costs across the sector. TotalEnergies SE $TTE CEO Patrick Pouyann said steel tariffs are inflating LNG project costs while Baker Hughes Co $BKR CEO Lorenzo Simonelli estimated an added $100200M in expenses this year. Meanwhile ExxonMobil Corp $XOM CEO Darren Woods downplayed political impacts saying Exxon focuses on long-term fundamentals and criticized Europes regulatory overreach as a drag on investment. π’πΌ #Energy #Tariffs #Oil"
X Link @lwsresearch 2025-10-14T12:12Z 5117 followers, XXX engagements
"π₯ Ethereum ETFs $ETH show contrasting flows this week: after strong inflows early October momentum cooled netting just -$8.7M on Oct X. The leaders: BlackRock $ETHA (+$39.3M) and VanEck $QETH (+$4.8M outflow) while $FETH (Fidelity) and $ETHW (Bitwise) dragged sentiment with -$30.3M and -$8.1M. Despite volatility total inflows since launch exceed $15.1B confirming robust institutional appetite for Ethereum $ETH exposure. ππ #Ethereum #ETF #CryptoMarkets"
X Link @lwsresearch 2025-10-10T09:13Z 5115 followers, XXX engagements
"πβ½ Ecopetrol $EC and Canacol Energy $CNE are evaluating a possible deal that could lead to an acquisition after signing a confidentiality agreement to exchange information. Canacol valued at US$1.2B and responsible for XX% of Colombia's gas supply is facing financial pressure and falling stock prices. The move seeks to ensure supply amid the energy crisis. #Energy #NaturalGas #EC #CNE"
X Link @lwsresearch 2025-08-29T12:46Z 5118 followers, 1916 engagements
"π Ethereum ETF $ flows turned positive on October XX 2025 recording $236.2M in net inflows the strongest day in over a week after a series of red sessions. Fidelitys $FETH led with $154.6M followed by Bitwise $ETHW with $13.3M and VanEck $TETH with $10.5M"
X Link @lwsresearch 2025-10-15T09:41Z 5118 followers, XXX engagements
"π Intesa Sanpaolo (IMI) maintains BUY on NewPrinces $NWL raising the target price to XXXX (from 26) after the companys acquisition of Diageo Operations Italy (Princes Ready to Drink SpA) for 100M EV implying an EV/EBITDA multiple of 4.9x. The acquisition expands NewPrinces into high-potential beverage categories with an estimated 7M net cash improvement post-transaction. A 15-month transition agreement with Diageo will ensure smooth integration. The IPO process of Princes Group in London continues aiming to raise capital for food and beverage expansion while maintaining control under"
X Link @lwsresearch 2025-10-08T19:38Z 5118 followers, XXX engagements
"GeoPark Ltd. $GPRK completed the acquisition of XXX% of the Loma Jarillosa Este and Puesto Silva Oeste blocks in Vaca Muerta from Pluspetrol for $115M. The assets currently produce 2000 boe/d and are projected to reach 20000 boe/d by 2028 with plans for 5055 wells a CPF (20000 bpd capacity) and a connecting pipeline to ensure integrated operations. βπ’ #GeoPark #VacaMuerta #Energy"
X Link @lwsresearch 2025-10-17T06:02Z 5124 followers, XXX engagements
"β‘ Eni SpA $ENI Eni said Monday it reached a power purchase agreement worth more than $X billion with the Commonwealth Fusion System project in Virginia which the companies hope by the early 2030s will generate electricity through the reaction triggered by the sun.ππ #Fusion #Energy #AI"
X Link @lwsresearch 2025-09-22T11:41Z 5117 followers, XXX engagements
"β½ Ecopetrol $EC and the Unin Sindical Obrera (USO) reached a strategic deal to launch the $1.19B Barrancabermeja Refinery Fuel Quality Baseline Project aiming to produce world-class fuels cut CO and sulfur emissions boost petrochemical growth and support Colombias energy transition with completion set for Dec 2030. #EnergyTransition #Colombia #OilAndGas"
X Link @lwsresearch 2025-08-12T08:02Z 5115 followers, XXX engagements
"π₯ Copper production Q2 2025: BHP Group $BHP leads with 516200t followed by Freeport-McMoRan $FCX (436809t) and Codelco (365000t). Other majors: Zijin Mining (282429t) Southern Copper $SCCO (239980t) and Rio Tinto $RIO (229000t). Glencore $GLEN Anglo American $AAL Antofagasta $ANTO CMOC $3993 and KGHM $KGH round out the top tier π₯π #Copper #Mining #Commodities"
X Link @lwsresearch 2025-09-20T14:25Z 5117 followers, 6611 engagements
"π₯ NextDecade Corp. $NEXT has reached a final investment decision (FID) for Train X of its Rio Grande LNG export project in Texas expanding U.S. liquefaction capacity as global LNG demand surges. The move strengthens NextDecades position among top American LNG exporters. β #LNG #NextDecade #Energy"
X Link @lwsresearch 2025-10-16T20:41Z 5124 followers, XXX engagements
"β‘ Diversified Energy $DEC will shift its primary listing to the NYSE keeping a secondary London listing. The Alabama-based energy firm listed in London since 2017 said the U.S. is its natural long-term home with XX% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets π #Energy #Stocks #NYSE"
X Link @lwsresearch 2025-10-01T10:12Z 5116 followers, XXX engagements
"β‘ Chiles SMA fined Albemarle $ALB $4M for environmental violations tied to brine over-extraction and failure to comply with its early-warning plan at the Atacama salt flat. $ALB one of only two lithium producers there (alongside SQM $SQM) saw shares drop -XXX% ππ #Lithium #Chile #EV"
X Link @lwsresearch 2025-09-30T15:32Z 5115 followers, XXX engagements
"β Berenberg upgrades Anglo American PLC $AAL to Buy (from Hold) and raises PT to XX (from 23) citing strong execution on transformational M&A. Key drivers: merger with Teck Resources $TECK and the Los Bronces-Andina JV with Codelco both boosting copper synergies in Chile. Despite hurdles resale of the met coal unit regulatory clearance in Brazil and weak diamond markets Berenberg sees improving copper & coal volumes fueling EBITDA and FCF growth π°π #AngloAmerican #Mining #Copper"
X Link @lwsresearch 2025-10-08T09:50Z 5124 followers, XXX engagements
"π’ Exxon Mobil Corp. $XOM has begun its first oil and gas production in Brazil in more than a century marking a major milestone in the companys deepwater expansion strategy. π #ExxonMobil #Brazil #Oil"
X Link @lwsresearch 2025-10-16T13:13Z 5124 followers, XXX engagements
"π ASP Isotopes Inc $ASPI shares fell XX% after the advanced materials company launched a planned equity offering to raise new capital. The Washington D.C.based firm did not disclose the size of the deal with Cantor Fitzgerald and Lucid Capital Markets acting as joint bookrunners. As of Oct XX ASP Isotopes had 93.4M shares outstanding giving it a market cap of about $1.3B. βπ° #ASPIsotopes #Stocks #CapitalMarkets"
X Link @lwsresearch 2025-10-14T21:12Z 5117 followers, 1046 engagements
"π’ Petrobras $PBR is assessing potential roles in a Braskem $BAK restructuring as the Brazilian petrochemicals giant faces deepening crisis. At a board meeting Friday directors reviewed scenarios for Petrobras positioning should Braskem move to alter its capital structure Bloomberg reported. Discussions remain private but highlight Petrobras strategic interest in Braskems future π #Petrobras #Braskem #Energy #Brazil"
X Link @lwsresearch 2025-10-01T21:56Z 5118 followers, 3566 engagements
"Western Midstream $WES has agreed to buy Aris Water Solutions Inc. for about $XXX billion expanding its reach into the Permian Basins booming water disposal business"
X Link @lwsresearch 2025-08-06T21:55Z 5114 followers, XXX engagements
"π Global gold production (Q2 2025) shows Newmont Corp $NEM maintaining its dominance with 1.48M ounces followed by Agnico Eagle Mines $AEM (866K oz) and AngloGold Ashanti $AU (804K oz). Barrick Gold $GOLD (797K oz) NMMC (784K oz) and Zijin Mining $ZIJMF (707K oz) round out the top six. Mid-tier producers like Kinross $KGC (513K oz) and Gold Fields $GFI (585K oz) also posted strong quarters reflecting steady global supply amid rising bullion prices. β¨π #Gold #Mining #Commodities"
X Link @lwsresearch 2025-10-11T13:03Z 5117 followers, 1747 engagements
"πΎ Argentinas tariff pause triggers record farm export rush: President Javier Mileis move sparked $7B in booked shipments as traders including Bunge Global $BG Cargill $CARG and Louis Dreyfus jumped in. Aim: flood FX market with dollars to stabilize finances π΅ #Argentina #Commodities #Exports"
X Link @lwsresearch 2025-10-03T13:59Z 5116 followers, XXX engagements
"β Whitehaven Coal Ltd $WHC repurchased 180434 shares on Sept XX for A$1.19M at prices between A$6.576.70. Since March $WHC has bought back 5.9M shares with 35.5M still available under its A$48M buy-back program running until Mar 2026 π #Coal #Buyback #ASX"
X Link @lwsresearch 2025-10-01T10:36Z 5116 followers, XXX engagements
"π’ The UNs International Maritime Organization (IMO) delayed by one year its decision on a global carbon price for shipping after heavy pressure from the U.S. and Saudi Arabia π’. The Saudi motion passed 5749 halting talks backed by the EU and Brazil to speed up decarbonization. U.S. President Donald Trump urged members to reject what he called a fraudulent global green tax. Meanwhile Maersk $MAERSK_A said the delay is a loss of momentum for an industry responsible for X% of global CO emissions. #Carbon #Shipping #Climate"
X Link @lwsresearch 2025-10-17T20:51Z 5124 followers, XXX engagements
"πΏ A Datafolha survey found that XX% of Brazilians oppose oil exploration off the Amazon coast where Petrobras $PBR seeks approval to drill in the Foz do Amazonas basin one of Brazils most promising new oil frontiers. The poll commissioned by Eko shows strong youth opposition (73% among ages 1624) ahead of COP30 in Belm where Brazil will host world leaders to discuss climate action. Despite environmental pushback President Lula da Silva has defended Brazils right to explore as Petrobras ExxonMobil $XOM Chevron $CVX and CNPC hold XX blocks in the region. ππ’ #Brazil #Amazon #Energy"
X Link @lwsresearch 2025-10-13T14:18Z 5118 followers, XXX engagements
"π¬ Occidental Petroleum Corp $OXY CEO Vicki Hollub expects oil prices to remain between $58$62 per barrel through 2026 she said at the Energy Intelligence Forum in London. Hollub added that prices are likely to rise beyond that period highlighting a tightening long-term supply outlook for Brent crude as global investment in new production remains limited. π’π #Occidental #Oil #EnergyMarkets"
X Link @lwsresearch 2025-10-14T21:25Z 5124 followers, 1452 engagements
"SLB $SLB reported third-quarter 2025 results: revenue $8.93B (+4% sequential -X% YoY) GAAP EPS $XXXX (-32% seq -XX% YoY) and net income $739M (-27% seq -XX% YoY). Adjusted EBITDA was $2.06B (flat sequential -XX% YoY). Free cash flow was $1.10B and operating cash flow was $1.68B. SLB completed the ChampionX acquisition July XX 2025 with ChampionX contributing $579M revenue and $139M adjusted EBITDA for two months. The Board approved a quarterly cash dividend of $XXXXX per share payable Jan X 2026 and YTD share repurchases totaled $2.41B (60.0M shares). Management highlighted Digital and"
X Link @lwsresearch 2025-10-17T11:03Z 5124 followers, XXX engagements
"π‘ InMode Ltd. $INMD shares rose X% premarket after the company reported preliminary Q3 revenue of $92.5M$93M beating analyst expectations of $88.1M (FactSet). The firm reaffirmed full-year 2025 sales guidance at $365M$375M in line with consensus of $368.5M and will release full Q3 results on Nov X. Analysts see the update as a positive signal of steady demand across InModes aesthetic device portfolio πβπ #InMode #Earnings #MedTech"
X Link @lwsresearch 2025-10-09T12:19Z 5119 followers, 1140 engagements
"π₯ Shell Plc $SHEL reports a strong rebound in Q3 trading: gas trading was significantly higher and oil trading higher vs Q2. The upbeat update signals improved earnings momentum ahead of results later this month β‘π’ #Shell #Energy #Earnings"
X Link @lwsresearch 2025-10-07T07:33Z 5124 followers, XXX engagements
"β Sylvania Platinum Ltd $SLP announced directors management & staff exercised 692K deferred share awards (granted Aug 2022) settled from treasury shares. To cover taxes & employee requests $SLP repurchased 665K shares at 78p now held in treasury. CEO Jaco Prinsloo retained 35.2K shares; CFO Lewanne Carminati 26.4K. Voting rights now total 260.1M shares π #Mining #Platinum #Stocks"
X Link @lwsresearch 2025-09-30T13:28Z 5115 followers, XXX engagements
"π₯ Global silver output Q2 2025: Fresnillo $FRES leads with 12.5M oz followed by KGHM $KGH at 10.8M oz and Newmont $NEM with 8M oz. Other top producers include Southern Copper $SCCO (5.98M oz) Pan American Silver $PAAS (5.1M oz) and Glencore $GLEN (4.87M oz). Strong quarter highlights Latin Americas dominance in silver supply βπ #Silver #Mining #Metals"
X Link @lwsresearch 2025-10-04T14:45Z 5116 followers, 2992 engagements
"β½ Italys antitrust regulator fined Eni SpA $ENI ExxonMobils Esso $XOM Ip Q8 Saras & Tamoil a combined 936M ($1.09B) for cartel practices in truck fuel sales. From 20202023 firms colluded to fix biofuel component prices which tripled from XX to 60/m. Whistleblower tip sparked probe βπΆ #Oil #Antitrust #Italy"
X Link @lwsresearch 2025-09-26T08:19Z 5118 followers, XXX engagements
"π Fitch Ratings upgraded Constellation Oil Services Holding S.A.s outlook to Positive from Stable affirming its B rating driven by stronger contract performance and accelerated deleveraging. Brazils largest drilling operator with XX% market share and a $2B backlog mainly tied to Petrobras $PBR is set to reach $190M EBITDA in 2025 and $380M in 2026 with net leverage expected to fall below 1.0x by 2027. βπ΅ #FitchRatings #OilServices #Brazil"
X Link @lwsresearch 2025-10-16T20:01Z 5123 followers, XXX engagements
"π British American Tobacco plc $BATS appointed Matthew Wright as an Independent Non-Executive Director effective Nov X 2025. He will also join the Remuneration and Nominations Committees. Wright former CEO of Russell Reynolds Associates brings deep expertise in leadership recruitment and transformation aligning with BATs push toward a Smokeless World strategy. Chair Luc Jobin highlighted Wrights global experience across Asia Europe and the U.S. as key to advancing the companys cultural and strategic transformation. ππΌ #BAT #Leadership #CorporateGovernance"
X Link @lwsresearch 2025-10-14T11:11Z 5117 followers, XXX engagements
"π The Sirius offshore project in Colombias Caribbean developed by Ecopetrol SA $EC and Petrleo Brasileiro S.A. Petrobras $PBR has completed nearly XX% of prior consultations according to Petrobras Colombias president Alcindo Moritz. The project is nearing Phase X when contracting will begin marking key progress in one of Colombias major exploration initiatives. β#Ecopetrol #Petrobras #Energy"
X Link @lwsresearch 2025-10-16T15:00Z 5124 followers, XXX engagements
"π Barclays Double Downgrades AST SpaceMobile $ASTS to Underweight from Overweight Keeps PT at $XX π§ Analyst: Mathieu Robilliard October 2025 π Barclays downgraded AST SpaceMobile ($ASTS) two notchesfrom Overweight to Underweightwhile maintaining its price target at $XX citing valuation concerns after the stocks sharp rally and lingering execution risks despite strong operational progress. π Recent Positive Catalysts (All Priced In) 1.BlueBird-2 Launch Timeline Confirmed AST reaffirmed that next-generation satellite launches begin in 2025 maintaining the target of 4560 satellites by"
X Link @lwsresearch 2025-10-17T07:47Z 5124 followers, 1028 engagements
"π΅ U.S. Treasury Secretary Scott Bessent said the U.S. has resumed purchases of Argentine pesos in the open market and is working with private investment funds to create a $20B debt investment mechanism for Argentina. The initiative will complement a new $20B swap line providing a combined $40B in financial support to the country. Bessent reaffirmed that U.S. backing will continue as long as President Javier Mileis government maintains sound policies regardless of Argentinas upcoming elections. #Argentina #USD #EmergingMarkets"
X Link @lwsresearch 2025-10-15T16:25Z 5120 followers, XXX engagements
"Amerigo $ARG Reports Q3-2025 Operatioal Results Summary π Overview Amerigo Resources Ltd. reported Q3 2025 operational results from its 100%-owned Minera Valle Central (MVC) operation in Chile. Operations were affected by reduced fresh tailings throughput due to an accident at Codelcos El Teniente mine in August which halted fresh tailings supply for XX days.Despite this production stabilized from late August with plant flexibility allowing Amerigo to offset some of the shortfall by processing more historic tailings. π§ Key Production Results Q3-2025 copper production: XXXX million lbs"
X Link @lwsresearch 2025-10-08T14:54Z 5117 followers, XXX engagements
"π Whitehaven Coal Ltd $WHC reported the cancellation of 1927421 ordinary shares as part of its on-market buyback program totaling AUD XXXXX million completed between Aug XX and Oct X 2025 according to its ASX Appendix 3H filing. Additionally 7113 performance share rights (WHCAI) lapsed after failing to meet vesting conditions. Following these changes Whitehavens total shares on issue stand at XXXXX million. βπ° #WhitehavenCoal #ASX #Buyback"
X Link @lwsresearch 2025-10-13T19:51Z 5118 followers, XXX engagements
"Bunge $BG shares soar XX% after Trump considers China cooking oil embargo"
X Link @lwsresearch 2025-10-15T16:47Z 5124 followers, XXX engagements
"β‘ Centrica $CNA owner of British Gas is in talks with Energy Capital Partners to buy National Grids $NG. Grain Island LNG terminal for about 1.5B ($2.03B) FT reports. The facility is Europes largest LNG terminal and its sale is part of National Grids streamlining strategy. A deal could be announced soon. #Energy #M&A #LNG"
X Link @lwsresearch 2025-08-13T20:59Z 5117 followers, XXX engagements
"π₯π Targa Resources $TRGP beats Q2 earnings with record natgas and NGL volumes6.28B cf/d in the Permian and 961K bpd of NGLs. Launches a new $1B share buyback doubling down as energy demand surges from AI and crypto data centers π»πΈ. #TargaResources #NaturalGas #Buybacks"
X Link @lwsresearch 2025-08-07T11:56Z 5124 followers, XXX engagements
"β BHP Group $BHP and Lundin Mining $LUN are investing $400M+ in pre-construction at the Josemaria copper deposit in Argentinas San Juan province as part of their Vicua JV. The partners aim to secure approvals for a multi-billion-dollar project positioning the region as a potential next major copper hub ππ. #Copper #Mining #Argentina #BHP #Lundin"
X Link @lwsresearch 2025-09-17T12:30Z 5117 followers, 1112 engagements
"π₯ Morgan Stanley $MS cut HelloFresh SE $HFG to Equal-weight from Overweight and lowered PT to X from XX citing rising U.S. competition in ready-to-eat and weaker growth at subsidiary Factor. Analysts trimmed group EBITDA forecasts by X% (2025) and X% (2026) warning that intensifying promos could cap margins"
X Link @lwsresearch 2025-09-10T13:25Z 5117 followers, 1292 engagements
"β‘Ecopetrol $EC cannot purchase gas from Venezuela or acquire fertilizer company Monmeros due to U.S. sanctions board chair Mnica de Greiff said Thursday. She clarified Ecopetrol is barred from deals with Venezuelan state firms but could buy from private companies sourcing Venezuelan gas. Colombia faces a projected XX% gas deficit by 2026 raising urgency for alternatives. De Greiff also confirmed Ecopetrol signed a confidentiality agreement to explore a potential acquisition or alliance with Canacol Energy (CNE +7.56%). #Ecopetrol #Energy #Colombia"
X Link @lwsresearch 2025-09-04T18:13Z 5115 followers, XXX engagements
"β Whitehaven Coal Ltd $WHC continued its on-market buy-back repurchasing 50710 shares on Sept XX for A$344K at prices between A$6.656.86. Since March $WHC has bought back 5.8M shares with 35.8M remaining under its A$48M program running until Mar 2026 π #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-29T11:01Z 5116 followers, XXX engagements
"β Whitehaven Coal Ltd $WHC repurchased 78462 shares on Sept XX for A$519K at prices between A$6.566.79. Since March $WHC has bought back 5.85M shares with 35.7M remaining under its A$48M buy-back program running until Mar 2026 π #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-30T10:48Z 5119 followers, XXX engagements
"π AST SpaceMobile $ASTS secures a landmark deal with Amrica Mvil $AMX Latin Americas largest telco gaining direct access to 300M+ subscribers. The partnership accelerates $ASTS U.S. rollout and replaces Starlink $TSLA as $AMXs satellite partner π‘π #5G #Satellites #Telecom"
X Link @lwsresearch 2025-09-22T10:49Z 5124 followers, 1285 engagements
"π J.P. Morgan trims its Q3 earnings forecast for Chevron Corp $CVX to $1.72/share (from $1.85) citing share dilution (13%) following the Hess Corp $HES acquisition. Despite a XXX% boost in net income the effect is offset by dilution. JPM now expects Q3 profit of $3.07B up from $2.85B in Q2 supported by Hess contributions stronger crude sales reduced maintenance and higher output from Permian Anchor and Leviathan. $CVX shares are up X% since the deal closed. πΌβ½ #Chevron #Earnings #Oil"
X Link @lwsresearch 2025-10-10T12:19Z 5116 followers, XXX engagements
"π Global traders Vitol and Glencore $GLEN are preparing binding bids for Chevrons $CVX XX% stake in Singapores 290000 bpd Jurong Island refinery valued at $1B β‘. The other half is owned by PetroChina $PTR which holds first refusal rights. The sale is part of Chevrons plan to cut up to $3B in costs by 2026 with other Asian downstream assets (Australia Philippines Malaysia) also on the block. Both Vitol and Glencore seek to expand refining and trading scale in Asia the worlds largest oil hub π. #Oil #Refining #Singapore #Glencore #Chevron #Commodities"
X Link @lwsresearch 2025-09-17T09:49Z 5124 followers, XXX engagements
"Sequans $SQNS has purchased an additional XX Bitcoin $BTC for $XXX million at an average price of $115517 per Bitcoin. As of 10/03/2025 we hodl 3234 Bitcoin acquired for $XXXXX million at an average price of $116643 per bitcoin"
X Link @lwsresearch 2025-10-06T11:10Z 5119 followers, XXX engagements
"Q1 2025 Gold Miners Update πͺπ Newmont Corporation $NEM remains top producer despite an XXX% YoY drop. Endeavour Mining $EDV surged +55.7% while AngloGold Ashanti $AU and Equinox Gold $EQX climbed +23.9% and +30%. Barrick Gold Corporation $GOLD sank -19.4%. On costs Harmony Gold Mining $HMY and IAMGOLD Corporation $IAG spiked +24% and +28%. Alamos Gold Inc. $AGI stood out with +42.7%. A sector split between rising output and surging expenses. #GoldStocks #Mining #Commodities"
X Link @lwsresearch 2025-06-14T11:44Z 5124 followers, 2447 engagements
"π Chinas top copper smelters are ramping up exports as near-record London prices attract shipments abroad while high domestic costs curb local demand. Two major producers plan to send up to 25000 tons to LME-linked warehouses across Asia in the coming weeks. βπ#Copper #China #Commodities"
X Link @lwsresearch 2025-10-15T18:15Z 5120 followers, XXX engagements
"π΅ U.S. Senator Jeanne Shaheen (DNH) warned against Treasury Secretary Scott Bessents proposed $20B rescue plan for Argentina citing the nations murky history of loan defaults. In a letter to Bessent and Secretary of State Marco Rubio she cautioned the program could benefit political allies and U.S. hedge funds rather than stabilize Argentinas economy. #Argentina #USPolitics #Finance"
X Link @lwsresearch 2025-10-16T19:04Z 5124 followers, 1187 engagements
"U.S. President Donald Trump said Indias Prime Minister Narendra Modi has committed to stop buying Russian oil marking a potential breakthrough in the diplomatic and trade tensions between Washington and New Delhi. The pledge reportedly came during a private call on Wednesday. π’π€#Trump #India #Oil"
X Link @lwsresearch 2025-10-15T20:41Z 5124 followers, XXX engagements
"π Morgan Stanley $MS downgraded Repsol SA $REP to equal weight from overweight expecting refining margins to normalize after Q1 2026 as temporary factors like the Dangote refinery outage fade. The bank sees limited upside after recent gains but notes positives such as U.S. gas exposure and upcoming E&P liquidity events. Shell Plc $SHEL and TotalEnergies SE $TTE remain its top European integrated energy picks. βπ #Repsol #Energy #MorganStanley"
X Link @lwsresearch 2025-10-16T08:20Z 5122 followers, XXX engagements
"πΌ BP Plc $BP said weak oil trading weighed on profits in Q3 even as production rose for a second consecutive quarter according to its trading update ahead of next months earnings. Growth was driven by BPX Energy its U.S. shale unit which boosted gas output while oil trading lagged and gas trading remained average. Shares fell X% in early London trading reflecting a mixed outlook as BP works to stabilize performance and enhance returns. βπ #BP #Oil #EnergyMarkets"
X Link @lwsresearch 2025-10-14T12:18Z 5118 followers, XXX engagements
"π Glencore PLC $GLEN signed an eight-year supply agreement with Vulcan Energy Resources Ltd $VUL to purchase 3600044000 tons of battery-grade lithium hydroxide monohydrate from the Lionheart Project (Phase 1) which has a planned XXX GWh capacity. The deal strengthens Glencores EV materials portfolio while supporting Vulcans low-carbon lithium production strategy in Europe. β‘π€ #Glencore #VulcanEnergy #Lithium"
X Link @lwsresearch 2025-10-13T13:18Z 5116 followers, XXX engagements
"π’ Ecopetrol $EC Q2 net profit slumps XX% to COP 1.81T ($450M) on lower oil prices and slight production dip Sales fell X% as crude prices dropped XX% while CEO cites rural unrest thefts and blockades disrupting operations. Output edged down XXX% to 755.5K boe/d; EBITDA slid XX% to COP 11.14T. #Oil #Earnings #Colombia"
X Link @lwsresearch 2025-08-13T12:06Z 5115 followers, XXX engagements
"β BHP $BHP Resumes Iron Ore Sales to China Easing Ban Fears π October XX 2025 Reuters Beijing & Melbourne π General Summary BHP Group resumed iron ore sales to China after reports of a potential purchasing freeze by Beijing. On Thursday BHP sold a 170000-ton cargo to a Chinese trader marking the first transaction since Chinas week-long national holiday and helping dispel fears in Australia of an unofficial Chinese ban on iron ore from the worlds largest miner. π° Details of the Transaction The cargo was paid for in U.S. dollars according to traders familiar with the deal. The Shanghai"
X Link @lwsresearch 2025-10-13T10:00Z 5122 followers, XXX engagements
"β‘ Energy Transfer LP $ET has postponed the final investment decision (FID) for its Lake Charles LNG export project in Louisiana to Q1 2026 pushed back from the end of 2025 according to sources. The delay stems from rising project costs and the need for additional time to secure long-term contracts. The plan aims to convert the existing import terminal into a major export facility a project years in the making for the pipeline operator. π’ #EnergyTransfer #LNG #Energy"
X Link @lwsresearch 2025-10-15T17:00Z 5124 followers, XXX engagements
"π¦ Berry Corp $BRY shares jumped +20.5% after California Resources $CRC agreed to acquire the oil producer in an all-stock deal valued at $717M including debt π€. CRC will exchange XXXXXX shares per $BRY implying a XX% premium and valuing Berry at $3.81/share or $295M equity value. Post-close (expected Q1 2026) $CRC holders will own XX% of the combined entity. $CRC stock rose +5.8% on the news while $BRY extended gains despite being down X% YTD π. #Mergers #Energy #OilandGas #Equities"
X Link @lwsresearch 2025-09-15T15:09Z 5116 followers, XXX engagements
"π’ Brazil sets a minimum bid of $1.9B (R$10.2B) for its upcoming Dec X presalt oil auction offering stakes of XXX% in Mero XXXX% in Tupi and XXXX% in Atapu all currently state-owned. Operator Petrobras $PBR is expected to be a key contender β #Brazil #Oil #Petrobras"
X Link @lwsresearch 2025-10-07T19:37Z 5117 followers, XXX engagements
"Zijin Mining $2899.HK Planning IPO of its international gold-mining arm in Hong Kong that could raise $3B potentially the worlds 2nd-largest IPO in 2025; listing may come as soon as this month amid strong investor demand with gold near record highs. #Gold #IPO #Mining"
X Link @lwsresearch 2025-09-04T08:37Z 5124 followers, XXX engagements
"π’ Cenovus Energy Inc $CVE has purchased 21.7M shares of MEG Energy Corp $MEG raising its stake to XXX% ahead of the shareholder vote on their proposed merger. Both firms amended a standstill agreement allowing Cenovus to lift its stake up to XXX% before the vote. Earlier this month Cenovus raised its offer to C$8.6B ($6.1B) including debt. MEGs shareholder meeting was postponed to Oct XX to review the revised proposal. β #Cenovus #MEGEnergy #Mergers"
X Link @lwsresearch 2025-10-14T10:54Z 5124 followers, XXX engagements
"β Whitehaven Coal Ltd $WHC continues its on-market buy-back program repurchasing 87067 shares on Sept XX for A$584.8K at prices between A$6.656.82. Since March 2025 $WHC has bought back 5.7M shares with up to 35.8M still authorized under its A$48M program (running until Mar 2026) π #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-26T08:31Z 5115 followers, XXX engagements
"π Ethereum ETFs $ETH saw sharp net outflows of -$428.5M on Oct XX marking the largest daily withdrawal in weeks as investor sentiment cooled across major funds. BlackRock $ETHA (-$310.1M) led redemptions followed by Fidelity $FETH (-$19.1M) and Bitwise $ETHW (-$12.8M). Minor inflows into VanEck $QETH (+$9.3M) were not enough to offset the broader decline"
X Link @lwsresearch 2025-10-14T10:19Z 5117 followers, XXX engagements
"π₯ Marathon Digital Holdings $MARA just purchased XXX $BTC ( $46.3M) via institutional platform FalconX according to Lookonchain. The Bitcoin miner now holds 52850 BTC valued at roughly $6.12B reinforcing its position as one of the largest corporate Bitcoin holders globally. πͺβ‘ #MarathonDigital #Bitcoin #Crypto"
X Link @lwsresearch 2025-10-13T10:06Z 5119 followers, XXX engagements
"π’ A long-awaited global oil surplus is emerging likely pressuring prices further according to top commodity traders. Brent crude has fallen XX% since late September as OPEC+ members along with non-OPEC producers increase output into an already oversupplied market. The oil forward curve now signals a bearish outlook for 2026 suggesting weaker demand expectations and sustained downward pressure on U.S. crude benchmarks. πβ #Oil #OPEC #Commodities"
X Link @lwsresearch 2025-10-14T16:32Z 5117 followers, XXX engagements
"U.S. Gulf oil output could rise to 2.4M bpd from 1.8M despite extreme volatility say industry leaders at OTC Houston. Backed by Trumps pro-investment stance Oxy $OXY Petrobras NOIA and Rystad highlight favorable conditions for offshore growth π’π #USGulf #OilProduction #OTC2025"
X Link @lwsresearch 2025-05-05T15:10Z 5117 followers, XXX engagements
"π₯ Glencore Plc $GLEN reports that a fire at its Lomas Bayas copper mine in Chile has been fully contained with no impact on operations. An internal investigation is underway to determine the cause of the Sept. XX incident β #Glencore #Mining #Copper"
X Link @lwsresearch 2025-10-08T13:07Z 5120 followers, XXX engagements
"π₯ Citi initiates coverage on Golar LNG Ltd $GLNG with a Buy rating and a $XX price target highlighting its low-risk high-return LNG exposure and strong growth outlook. Citi notes that Golars floating liquefaction vessels (FLNG) are backed by long-term tolling agreements minimizing volume risk while its solution delivers XX% lower capex per ton than land-based LNG projects boosting profitability. With limited competition in the floating LNG niche Citi believes $GLNG can achieve double-digit growth by capturing just a fraction of total market demand. βπ¨ #GolarLNG #Energy #Investing"
X Link @lwsresearch 2025-10-10T12:55Z 5117 followers, 1483 engagements
"β‘ Entergy $ETR wins approval to build X new gas plants in Louisiana to power Metas $META data center. Plan also includes new transmission lines and up to XXX GW of solar procurement. #Energy #Meta #USA"
X Link @lwsresearch 2025-08-20T20:03Z 5117 followers, XXX engagements
"π Braskem SA $BAK hired financial & legal advisors to explore options for optimizing its capital structure amid a prolonged chemical industry downturn. The move aims to mitigate current headwinds while reinforcing competitiveness in Brazils chemical sector β #Braskem #Chemicals #Markets"
X Link @lwsresearch 2025-09-26T11:51Z 5124 followers, 1941 engagements
"π The U.S. government has authorized Shell Plc $SHEL and Trinidad and Tobago to develop an offshore natural gas field in Venezuelan waters near the maritime border according to Trinidads attorney general. The approval marks a significant diplomatic and energy breakthrough potentially expanding regional gas supply while easing Venezuelas isolation from Western energy markets. β‘ #Shell #Energy #Venezuela #Trinidad"
X Link @lwsresearch 2025-10-09T17:43Z 5116 followers, 1012 engagements
"Bit Digital $BTBT has purchased an additional 31057 Ethereum $ETH to increase its total ETH holdings to 150244"
X Link @lwsresearch 2025-10-08T12:37Z 5115 followers, XXX engagements
"π Petrobras $PBR faces renewed environmental scrutiny over its drilling license in the Foz do Amazonas basin as Brazils environmental agency Ibama requested additional information and flagged pending issues and uncertainties in the companys emergency and wildlife protection plans. Ibama proposed a meeting on Thursday to review concerns. Petrobras said it will fully respond and remains confident the license will be granted soon though delays beyond Oct XX could require a new drill ship adding to the R$180M ($32.8M) standby costs already incurred. π’ #Petrobras #Amazon #Energy"
X Link @lwsresearch 2025-10-14T17:09Z 5116 followers, XXX engagements
"π€π’ Woodside Energy $WDS takes over operations of Bass Strait oil & gas assets from ExxonMobil $XOM unlocking an estimated $60M in synergies. The shift covers joint ventures in Gippsland Basin and Kipper Unit with no changes to ownership or decommissioning plans. Woodside sees potential for XXX PJ of new domestic gas supply. #Woodside #ExxonMobil #BassStrait #EnergyAustralia"
X Link @lwsresearch 2025-07-29T07:55Z 5118 followers, XXX engagements
"π° Barrick Gold Corp $GOLD $B is selling its Tongon gold mine in Ivory Coast to Atlantic Group for up to $305M. The deal includes $192M in cash (with a $23M loan repayment) and up to $113M in contingent payments tied to gold prices. Another step in Barricks global asset streamlining strategy β¨β #BarrickGold #Mining #Commodities"
X Link @lwsresearch 2025-10-06T14:51Z 5115 followers, XXX engagements
"Paxos burns $XXX trillion worth of $PYUSD on Ethereum"
X Link @lwsresearch 2025-10-15T20:05Z 5124 followers, XXX engagements
"π¬ Philip Morris International $PM presented new evidence to the FDA advisory committee supporting continued authorization of its IQOS heated tobacco products as Modified Risk Tobacco Products. The FDAs preliminary review found evidence still supports PMIs reduced exposure claims vs cigarettes. IQOS used by 34M adults globally heats tobacco without burning cutting harmful chemicals while preserving taste. PMI has invested $14B since 2008 in smoke-free tech and now seeks renewal for two IQOS device versions and three HEETS variants. The brand re-entered the U.S. in 2023 after resolving its"
X Link @lwsresearch 2025-10-08T15:47Z 5118 followers, XXX engagements
"β½ Chord Energy $CHRD agreed to acquire Williston Basin assets from ExxonMobils $XOM XTO Energy unit for $550M covering 48000 net acres in the Bakken core. The deal adds 9M boe/d of mostly oil output with low decline rates and upside for margin expansion. Chord expects the transaction to boost free cash flow and NAV funding it with a mix of cash and debt. Closing is targeted by year-end. #Oil #Shale #M&A #Energy"
X Link @lwsresearch 2025-09-15T22:09Z 5124 followers, XXX engagements
"BREAKING: President Trump announces that he will be meeting with Chinas President Xi in X weeks. I think well be fine with China Trump says"
X Link @lwsresearch 2025-10-17T11:36Z 5124 followers, 3134 engagements
"π J.P. Morgan downgraded Glencore Plc $GLEN from Overweight to Neutral even as it raised its PT to XXXX (from 3.70). The bank flagged materially higher event risk ahead of the Q3 report (Oct 29) noting Glencore must boost copper output by XX% in H2 to hit its 850890kt 2025 guidance. JPM also added Glencore to Negative Catalyst Watch warning of potential higher CapEx guidance ($13B in Argentina) at the Dec X Capital Markets Day which could limit shareholder returns. βπ #Glencore #Copper #Mining"
X Link @lwsresearch 2025-10-09T08:21Z 5123 followers, XXX engagements
"β’ District Metals $DMX UAV Survey Reveals Strong Uranium Anomalies and Major Exploration Upside at Ardnasvarre Property (Sweden) π October XX 2025 District Metals Corp. π District Metals Corp. announced the completion of a UAV (drone-based) radiometric and magnetic survey over its 100%-owned Ardnasvarre Property in northern Sweden conducted by MWH Geo-Surveys International Inc. The survey uncovered strong extensive uranium-bearing anomalies linked to known uranium-polymetallic boulder trains sourced from the Viepsajokk and Labbas occurrencesindicating significant unexplored mineralization"
X Link @lwsresearch 2025-10-15T09:10Z 5118 followers, 1071 engagements
"Plains All American Pipeline $PAA and Plains GP Holdings $PAGP on Tuesday said it has agreed to buy a XX% stake in pipeline operator EPIC Crude Holdings from Diamondback Energy units $FANG and Kinetik Holdings for $XXXX billion including debt. Reuters reported in August that the pipeline owners were seeking a sale according to sources familiar with the matter"
X Link @lwsresearch 2025-09-02T12:58Z 5118 followers, XXX engagements
"ππ¬Equinor ASA $EQNR which holds a XX% stake in rsted A/S $ORSTED.CO is sharing lessons with the Danish wind developer after the Trump administration ordered a halt to an almost-finished offshore wind farm in the US. Equinor said it draws on experience from setbacks at its Empire Wind project earlier this year. #Equinor #Orsted #WindEnergy"
X Link @lwsresearch 2025-08-25T08:52Z 5118 followers, XXX engagements
"π’ Cenit subsidiary of Colombias Ecopetrol $EC completed its first transfer of imported light crude via a repurposed 16-inch pipeline to the Barrancabermeja refinery moving 220K barrels as a pilot. The shift aims to optimize existing infrastructure rather than build new pipelines with Cenit also studying future uses like hydrogen transport and CO capture. The companys Cao LimnCoveas pipeline has faced XX attacks this year highlighting security challenges π¨ #Oil #Ecopetrol #EnergyTransition"
X Link @lwsresearch 2025-10-02T15:04Z 5115 followers, XXX engagements
"Indian refiners are set to import Guyanese crude for the first time purchasing X million barrels from Exxon Mobil Corp. $XOM according to trade sources. Indian Oil Corp. $IOC will receive X million barrels of Golden Arrowhead crude while Hindustan Petroleum Corp. $HINDPETRO bought X million barrels of Liza and Unity Gold all for delivery in late 2025 or early 2026. π’π’#India #ExxonMobil #Oil"
X Link @lwsresearch 2025-10-17T05:58Z 5124 followers, XXX engagements
"Whitehaven Coal $WHC continues its on-market buyback program repurchasing 49836 shares on June XX for AUD 287.5K π° The company has now bought back over 3.39M shares since March with a cap set at 41.83M. Broker: UBS Securities #WHC #Buyback #ASX π"
X Link @lwsresearch 2025-06-11T09:59Z 5117 followers, XXX engagements
"π₯ S&P Global $SPGI launches the S&P Digital Markets XX Index expanding its crypto index lineup under S&P Dow Jones Indices. Developed with Dinari it tracks both digital assets and blockchain-related stocks in one benchmark. S&P says the move cements cryptos role in global markets boosting transparency and accessibility ππ #SPGI #Crypto #Blockchain"
X Link @lwsresearch 2025-10-07T13:11Z 5119 followers, XXX engagements
"β Whitehaven Coal $WHC reports daily buy-back activity: 79640 shares repurchased on Sept X for AUD 508.8K at prices between AUD 6.306.45. Since March the miner has bought back 4.97M shares with up to 41.6M authorized (max AUD $48M) through March 2026. UBS Securities is executing the program. π"
X Link @lwsresearch 2025-09-08T10:01Z 5116 followers, XXX engagements
"Ecopetrol S.A. $EC launched a commercialization process to offer between XX and XX GBTUD of natural gas from its Florea field in Casanare for 20262028 with XX GBTUD available in 2027 and XX GBTUD in 2028 following Junes allocation of up to XXX GBTUD from Cusiana and Cupiagua and XX GBTUD of imported gas via the Pacific coast; the company is also drilling new wells including Florea N18 Andina Este and FRUp16 plus five more planned for 20252026 to expand reserves and output. ππ₯π #Ecopetrol #Gas #Energy"
X Link @lwsresearch 2025-09-11T22:45Z 5116 followers, XXX engagements
"π± Repsol SA $REP achieves a milestone by producing XXX% renewable gasoline at industrial scale at its Tarragona complex the first of its kind in Spain. The new Nexa XX fuel is now available in XX stations across Madrid and Catalonia cutting CO emissions by over XX% vs conventional gasoline. The company plans XX stations by year-end and urges EU regulators to recognize renewable fuels role in decarbonization ahead of the 2035 combustion ban πβ‘ #Repsol #RenewableEnergy #Sustainability"
X Link @lwsresearch 2025-10-08T09:57Z 5118 followers, XXX engagements
"β‘ Barclays Plc $BCS turns bullish on European energy stocks forecasting profits will bottom in 2025 before a strong rebound amid rising power demand and investment. The bank calls the sector an unstoppable supercycle upgrading EDP Renovveis $EDPR and Centrica Plc $CNA to overweight while downgrading Redeia Corporacin $RED to underweight. ππ#Energy #Europe #Barclays"
X Link @lwsresearch 2025-10-16T08:19Z 5118 followers, XXX engagements
"π π Howard Marks - Oaktree Capital Q2 2025 - π’ Ecopetrol $EC: Increases position +12.26% (+387700 shares). - π Braskem $BAK: Aggressive cut -XXXXX% (-1.89M shares). - β½ Petrobras $PBR: Full sell-off (-100% -2.66M shares). π Key move in LatAm energy: increases exposure to Colombia cuts hard on Brazilian petrochemicals and exits Petrobras entirely. #HowardMarks #OaktreeCapital #Ecopetrol #Braskem #Petrobras #EnergyInvesting"
X Link @lwsresearch 2025-08-13T23:49Z 5115 followers, 3273 engagements
"β½ Diamondback Energy $FANG CEO Kaes Vant Hof warned US crude production growth will stall if oil stays near $60/bbl with fewer wells profitable at that level. Speaking at an energy conference in Austin he said shale is near its ceiling noting $XX today equals $XX six years ago after inflation. Investor pressure for dividends and buybacks is shifting strategies away from production growth toward shareholder returns ππ΅ #Oil #Shale #Diamondback #Energy"
X Link @lwsresearch 2025-10-01T16:49Z 5117 followers, 1014 engagements
"π’ Petrobras $PBR awarded SLB $SLB a contract for completions tech & services on up to XX ultra-deepwater wells in Brazils Santos Basin (Atapu & Spia fields). Work begins mid-2026 deploying electric completions & digital solutions to boost uptime & reservoir control. $PBR offers a XXXX% dividend yield; Santos Basin remains core to Brazils energy future πβ‘ #Oil #Brazil #Energy"
X Link @lwsresearch 2025-09-25T13:16Z 5124 followers, 1607 engagements
"Valero Energy Corp $VLO is overhauling the 65000-bpd gasoline-producing fluidic catalytic cracking unit (FCCU) at its 180000-bpd Memphis Tennessee refinery along with the 12000-bpd alkylation unit sources said. The maintenance which also includes work on the flare gas recovery unit and a catalyst change in a hydrotreater began over the weekend and is scheduled to finish by November X. The FCCU converts gas oil into unfinished gasoline while the alkylation unit produces octane-boosting components. The hydrotreater ensures compliance with U.S. sulfur regulations. A Valero spokesperson was not"
X Link @lwsresearch 2025-09-12T11:17Z 5120 followers, XXX engagements
"β Exxon Mobil $XOM Petrobras $PBR and TechnipFMC $FTI urged Brazils antitrust regulator Cade to block or condition the planned Subsea7Saipem merger. They argue the $50.6B Saipem7 combo would dominate the subsea services market raising costs and hurting competition in SURF projects ππ’ #Oil #Mergers #Brazil"
X Link @lwsresearch 2025-09-23T20:41Z 5118 followers, XXX engagements
"π Eni SpA $ENI and YPF SA $YPF signed a final engineering agreement in Buenos Aires for a liquefied natural gas (LNG) project sourced from Argentinas Vaca Muerta shale formation. The plan covers the full LNG value chain from production in Neuqun to liquefaction and export via two floating LNG vessels each with a 6M tons/year capacity. The project could generate over $100B in exports for Argentina over XX years. β‘π’ #Eni #YPF #Energy"
X Link @lwsresearch 2025-10-10T13:56Z 5117 followers, XXX engagements
"Silver fell more than X% in its biggest drop in six months as the broad precious metals group retreated following a furious rally this week"
X Link @lwsresearch 2025-10-17T17:33Z 5124 followers, XXX engagements
"Goldman Sachs initiated coverage of Golar LNG $GLNG with a Buy and a $XX PT (+34% upside). As the only pure-play FLNG operator $GLNG is XX% contracted expected to reach $800M run-rate EBITDA by 2028 (vs. $260M in 2025). Focused on floating LNG units with limited price exposure $GLNG is positioned for growth despite bearish global gas outlook πβ‘ #LNG #Energy #GLNG"
X Link @lwsresearch 2025-09-30T09:09Z 5115 followers, 1503 engagements
"β McEwen Copper Inc a unit of McEwen Mining $MUX released the feasibility study for its Los Azules copper project in San Juan Argentina confirming plans to produce 204800 tons of high-purity copper cathodes annually during the first five years with a 21-year mine life. Backed by Stellantis $STLAM (18.3%) and Rio Tinto $RIO (17.2%) the $2.7B project is part of Argentinas Large Investment Incentive Regime (RIGI) offering 30-year fiscal benefits. Los Azules advances toward construction a key step in Argentinas return to copper production β #McEwenMining #Copper #Argentina"
X Link @lwsresearch 2025-10-08T13:20Z 5115 followers, XXX engagements
"β Chinas copper concentrate imports fell XXX% in September to 2.59M tons ending two months of growth as Freeport Indonesia $FCX halted shipments from its Grasberg mine following a mudslide and the expiration of its export license. The incident which caused seven fatalities and led to a force majeure declaration disrupted supply from the worlds second-largest copper mine. Year-to-date Chinas imports are still up XXX% YoY at 22.63M tons while refined copper imports surged XXXX% in September to 485K tons. βπ #Freeport #Copper #China"
X Link @lwsresearch 2025-10-13T12:32Z 5119 followers, XXX engagements
"π Ethereum spot ETFs $ETH saw $176.6M in net inflows on Oct X led by BlackRock $ETHA (+$92.6M) and Bitwise $ETHW (+$27M). This extends the rebound in crypto fund flows lifting total cumulative inflows to $1.54B since launch ππ₯ #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-10-07T07:36Z 5117 followers, XXX engagements
"π’ The Caspian Pipeline Consortium (CPC) has restored operations at Mooring Point No. X at its Black Sea terminal after an August spill incident according to Interfax. The CPC backed by Chevron Corp. $CVX ExxonMobil Corp. $XOM and Transneft PJSC $TRNFP transported 54M tons of crude in the first nine months of 2025 up from 48.5M tons a year earlier. βπ #Oil #Energy #CPC"
X Link @lwsresearch 2025-10-16T11:29Z 5118 followers, XXX engagements
"β½ Cheniere Energy $LNG inks long-term LNG deal with Japans JERA1M tons per year from 2029 to 2050. A 21-year supply pact reinforcing U.S.-Asia energy ties ππ€. #LNG #Cheniere #JERA"
X Link @lwsresearch 2025-08-07T11:56Z 5117 followers, XXX engagements
"Valaris $VAL announced a five-well contract with Bp Exploration Delta Limited for drillship VALARIS DS-12 in Egypt. The work is expected to commence in Q2 2026 has an estimated duration of XXX days and an estimated total contract value of approximately $XXX million inclusive of a mobilization fee. The award includes three option wells. Management said DS-12 will return to Egypt and noted all four drillships with near-term availability are now contracted"
X Link @lwsresearch 2025-10-13T12:57Z 5117 followers, XXX engagements
"β Anglo American PLC $AAL has offered remedies to EU regulators to secure approval for the $500M sale of its Brazilian nickel business to a unit of MMG Ltd $1208 (Hong Kong-listed). According to a source Anglo proposed to purchase ferronickel from MMG for resale in Europe for up to XX years ensuring supply continuity and addressing antitrust concerns over potential market shortages. The European Commission confirmed receipt of the proposal and extended its decision deadline to Nov X as it consults rivals and customers. π© #AngloAmerican #MMG #Nickel"
X Link @lwsresearch 2025-10-15T14:59Z 5118 followers, XXX engagements
"Critical Minerals Companies Ramp Up Lobbying in Washington as U.S. Expands Strategic Investments π October XX 2025 Reuters π A growing number of critical mineral companies spanning lithium copper rare earths and geothermal sectors are intensifying lobbying efforts in Washington aiming to secure a share of the massive federal investments the Trump administration has pledged to firms deemed vital to U.S. national security. π Lobbying Surge At least a dozen companies have hired top D.C. lobbying firms since January to obtain federal funding permitting support and long-term offtake guarantees."
X Link @lwsresearch 2025-10-16T17:33Z 5124 followers, XXX engagements
"Indonesia has asked mining company Freeport $FCX to conduct an assessment following the disaster caused by a mudslide at its Grasberg copper and gold mine in which seven workers died according to a statement issued on Thursday by an official from the Ministry of Mining"
X Link @lwsresearch 2025-10-09T08:17Z 5116 followers, XXX engagements
"π’ Ecopetrol $EC eyes expansion in Brazil seeking oil & gas deals that may include Petrobras $PBRs onshore fields in Bahia. Move signals Colombias state-run giant pushing deeper into regional energy assets ππ€β‘ #Ecopetrol #Petrobras #Oil"
X Link @lwsresearch 2025-09-19T14:32Z 5115 followers, 1137 engagements
"β Orion Minerals $ORN signed a non-binding term sheet with Glencore $GLEN for $200M$250M in funding for its Prieska copper-zinc project in South Africa π°. The deal includes an offtake agreement for XXX% of copper and zinc concentrates over XXX years. Funding will be disbursed in two tranches with the first drawdown targeted for November to fast-track early works and first production β‘. Conditions include Glencore completing due diligence already underway while Orion continues talks with existing funding partners. #Mining #Copper #Zinc #Glencore #SouthAfrica"
X Link @lwsresearch 2025-09-17T09:53Z 5117 followers, XXX engagements
"π¬ Warner Bros Discovery $WBD has rejected Paramount Global $PSKY and Skydance Medias initial takeover offer of about $20/share calling it too low according to Bloomberg. David Ellison who took control of $PSKY after an $8B merger with Skydance is now considering raising the bid approaching shareholders directly or bringing in Apollo Global Management $APO as a financial backer. The move signals an escalating Hollywood consolidation battle. π₯π₯ #WarnerBros #Paramount #Mergers"
X Link @lwsresearch 2025-10-12T07:27Z 5118 followers, 1373 engagements
"π Whitehaven Coal Ltd $WHC announced that Ray Zage will retire from the Board and not stand for re-election at the Oct XX AGM. Zage CEO of Tiga Investments and senior advisor to Farallon Capital has served since 2013 and was on the Audit & Risk Committee. He will remain engaged as a significant shareholder πβ #ASX #Mining #Leadership"
X Link @lwsresearch 2025-09-25T10:01Z 5115 followers, XXX engagements
"π
Gold miners rallied after the FT reported Tether is in talks to invest across the gold supply chain. Harmony Gold $HMY +5% Hecla Mining $HL +4% Gold Fields $GFI +4% AngloGold Ashanti $AU +3% and Coeur Mining $CDE +2% all advanced on the news. πβ¨"
X Link @lwsresearch 2025-09-08T12:36Z 5117 followers, 1158 engagements
"Petrobras $PBR will sign a deal to supply over X million barrels of crude oil to India Vice President Geraldo Alckmin announced during an official visit. The agreement strengthens BrazilIndia energy ties and expands Petrobrass export reach in Asia. π€π’ #Petrobras #India #Energy"
X Link @lwsresearch 2025-10-16T14:29Z 5124 followers, XXX engagements
"β Venture Global Inc. $VG has lost an arbitration case against BP Plc $BP a setback that contrasts with its recent legal win over Shell Plc $SHEL. The tribunal ruled in BPs favor finding that Venture Global improperly sold LNG cargoes from its Louisiana plant on the spot market instead of fulfilling long-term contract obligations. BP is now seeking over $X billion in damages adding pressure to one of the most closely watched disputes in the global LNG trade ππ₯ #VentureGlobal #BP #LNG #Energy"
X Link @lwsresearch 2025-10-09T21:11Z 5124 followers, 1503 engagements
"U.S. Investment in Argentina Outpaces China by 7x and the Gap Is Expected to Widen π October XX 2025 Ruterd π Overview U.S. foreign direct investment (FDI) in Argentina is XXX times larger than Chinas and that gap could expand following the White House meeting between Presidents Javier Milei and Donald Trump. The encounter comes amid renewed U.S. financial backing for Argentina and signals a deepening strategic alliance between the two countries. π΅ Investment Landscape U.S. FDI stock: USD XXXX billion (17% of Argentinas total USD XXX billion as of March 2025). This surpasses Spain (USD"
X Link @lwsresearch 2025-10-15T16:32Z 5119 followers, XXX engagements
"π₯ UBS upgrades HelloFresh SE $HFG from Neutral to Buy and raises its PT to XXXXX (from 7.60) citing signs that revenue declines are bottoming out. UBS expects growth to stabilize by Q3 2025 and return to positive constant-currency growth by Q2 2026 supported by an in-depth customer cohort analysis showing improved retention and engagement. The bank says HelloFreshs strategic pivot and better customer data offer confidence in a sustained turnaround despite prior volatility π½π #HelloFresh #UBS #Equities"
X Link @lwsresearch 2025-10-09T08:22Z 5117 followers, 2502 engagements
"β Rio Tinto Group $RIO reported Q3 iron ore shipments of 84.3M tons flat YoY but up X% QoQ as the miner ramps up investment to sustain output amid slowing Chinese steel demand. The company reaffirmed its 2025 shipment guidance of 323M338M tons underscoring operational stability and disciplined production management despite market headwinds. βπ¦ #RioTinto #IronOre #Mining"
X Link @lwsresearch 2025-10-13T22:44Z 5118 followers, XXX engagements
"β Whitehaven Coal Ltd $WHC repurchased 36165 shares on Sept XX at AUD 6.526.74 totaling 5.57M shares bought back so far under its on-market program. Max planned is 41.6M shares (AUD 48M) with UBS executing trades until Mar XX 2026 ππ° #Coal #ASX #Buyback"
X Link @lwsresearch 2025-09-23T09:55Z 5115 followers, XXX engagements
"Norways Equinor ASA $EQNR has started production at the Bacalhau oil field in Brazil its largest international offshore project holding over X billion boe in recoverable reserves. The field located XXX km off So Paulo can produce up to 220000 barrels/day via an FPSO. Partners include ExxonMobil Corp. $XOM (40%) and Galp Energia SGPS SA $GALP (20%). Output will ramp up through 2026. βπ#Equinor #Oil #Brazil"
X Link @lwsresearch 2025-10-16T08:11Z 5119 followers, XXX engagements
"π Gold remains above $4000/oz supported by a global shift among central banks from U.S. Treasuries to gold reserves according to Russell Price of Ameriprise Financial. Price highlighted Chinas efforts to strengthen its currency noting that concerns over the U.S. fiscal deficit are weighing on Treasury demand though lower global rates have helped cushion bond losses. #Gold #CentralBanks #USDebt #China"
X Link @lwsresearch 2025-10-09T15:42Z 5118 followers, XXX engagements
"π Macquarie Group Ltd $MQG plans to expand its LNG business targeting 1015 year supply deals while boosting physical trading. Strategy includes taking positions in shipping and assets to secure a bigger slice of the fast-growing LNG market β½π’ #LNG #Energy #Macquarie"
X Link @lwsresearch 2025-09-24T12:15Z 5118 followers, XXX engagements
"Exxaro Resources $EXX appoints Ben Magara as CEO replacing Nombasa Tsengwa. The coal miner shifts focus to manganese and copper eyeing Zambia for exploration. 2024 profits fell to 7B rand ($381M) from 11B with dividends cut to XXX rand/share. #Mining #Exxaro #Metals"
X Link @lwsresearch 2025-03-13T10:54Z 5116 followers, XXX engagements
"π Eni SpA $ENI plans to begin liquefied natural gas (LNG) exports from Argentinas Vaca Muerta shale project by late 2029 or early 2030 according to COO Guido Brusco. The project developed jointly with YPF SA $YPF will produce roughly XX million tons of LNG per year marking a key milestone in Argentinas emergence as a global LNG exporter. β‘π’ #Eni #YPF #Energy"
X Link @lwsresearch 2025-10-13T12:36Z 5118 followers, XXX engagements
"π Italys antitrust authority has opened an investigation into Philip Morris Italia $PM over alleged misleading marketing of its smoke-free products the regulator said Wednesday. Authorities claim slogans like smoke-free future could mislead consumers by implying the products are risk-free or less harmful despite still posing health risks and addiction potential. β #PhilipMorris #Regulation #Tobacco"
X Link @lwsresearch 2025-10-15T09:25Z 5118 followers, XXX engagements
"π’ Ecopetrol $EC plans to exceed its 2025 goal of drilling XX wells by 2040% with X drilled so far (2 successful). Output hits 751K bpd above the top end of its target. The company seeks partners for X oil fields via deals like the $268M agreement with Parex Resources $PXT. The Sirius project with Petrobras $PBR in Colombias Caribbean requires XXX community approvals. Area holds 6B cubic feet of gas; investment could reach $5B and operations may start by 2029 βπ #Ecopetrol #Oil #Colombia"
X Link @lwsresearch 2025-09-19T09:12Z 5124 followers, XXX engagements
"π₯ Paxos just minted XXX trillion PYUSD the stablecoin of PayPal Holdings Inc. $PYPL in one massive Ethereum $ETH transaction a record-scale minting move that caught traders attention across the crypto market. πͺβ‘#PayPal #Crypto #Stablecoins"
X Link @lwsresearch 2025-10-15T19:39Z 5124 followers, 1980 engagements
"π° Bitcoin ETF $BTC inflows turned positive on October XX 2025 with a net gain of $102.7M rebounding after several days of outflows. Fidelitys $FBTC led with $132.7M in inflows while BlackRocks $IBIT saw - $30.8M. Other issuers like Bitwise $BITB and ARK 21Shares $ARKB posted modest gains"
X Link @lwsresearch 2025-10-15T09:37Z 5119 followers, XXX engagements
"Whitehaven Coal $WHC continues its on-market buy-back program acquiring 90206 shares on June XX at up to AUD XXXX each. So far the company has repurchased over XXXX million shares with plans to buy back up to 41.8M shares (worth $72M AUD total). Broker: UBS Securities. ππ°π© #Whitehaven #Buyback #ASX"
X Link @lwsresearch 2025-06-23T08:06Z 5117 followers, XXX engagements
"Brazilian oil company Petrobras $PBR will be able to supply around XX% of the country's total demand for nitrogen fertilizers when it resumes operations at three local plants its CEO Magda Chambriard said on Thursday"
X Link @lwsresearch 2025-10-09T20:59Z 5118 followers, 1105 engagements
"Global Atomic Corporation $GLO announced it has upsized its bought-deal public offering with Red Cloud Securities Inc. as sole underwriter and bookrunner raising gross proceeds to C$35 million from the previously planned C$20 million due to strong investor demand. π Offering Details: 56452000 units at C$0.62 per unit Each unit includes one common share and one warrant Each warrant allows the purchase of one share at C$0.80 within XX months of closing Includes a XX% over-allotment option for stabilization π° Use of Proceeds: Funds will be directed toward advancing the companys Dasa uranium"
X Link @lwsresearch 2025-10-16T13:34Z 5122 followers, 1037 engagements
"Vaar Energi $VAR majority owned by Italy's Eni $ENI said on Wednesday it had agreed to buy TotalEnergies $TTE's stake in Norway's Ekofisk PPF oil field raising Vaar's stake to XXXX% from 12.4%"
X Link @lwsresearch 2025-10-01T10:05Z 5118 followers, XXX engagements
"π ArcelorMittal $MT (+6.5%) and Acerinox $ACX (+3.6%) surged in Madrid after the EU unveiled new protection measures for European steelmakers. The plan halves tariff-free import quotas and doubles duties (to 50%) on volumes above that limit to shield the bloc from global overproduction. Analysts at Banco Sabadell $SAB call the move clearly positive estimating +1015% EBITDA upside for ArcelorMittal and up to +20% for Acerinox whose European operations were loss-making. The policy expected by 2026 aligns EU trade defenses with those of U.S. and Canada β #Steel #Europe #Trade"
X Link @lwsresearch 2025-10-08T19:19Z 5117 followers, XXX engagements
"π Dry-bulk shipping hit hard: rates plunged XX% this week with Capesize spot rates down another X% Thursday per Baltic Exchange. A dispute over BHP Group $BHP iron ore cargoes to China adds pressure to a market already in seasonal slowdown ββ #Shipping #Commodities #China"
X Link @lwsresearch 2025-10-03T10:19Z 5119 followers, XXX engagements
"π° Braskem S.A. $BAK confirmed it withdrew a $1B stand-by credit facility boosting total available cash to $2.3B as of Sept XX 2025. The move part of its conservative liquidity strategy aims to strengthen resilience amid a prolonged chemical industry downturn πβ #Braskem #Chemicals #Liquidity"
X Link @lwsresearch 2025-10-06T12:44Z 5124 followers, 1298 engagements
"π Opec+ raises oil production quotas to two-year high. #OOTT Eight OPEC+ countries (Saudi Arabia Russia Iraq UAE Kuwait Kazakhstan Algeria and Oman) increased production by -547K bpd in September. They reaffirm their commitment to market stability and could reverse the adjustment depending on developments π’ππ€ #OPEC #Oil #GlobalMarkets"
X Link @lwsresearch 2025-08-03T11:43Z 5124 followers, 1358 engagements
"β Teck Resources Ltd $TECK cut output guidance again for its flagship Chilean copper mine extending production impacts through 2028. The move comes weeks after its major deal with Anglo American $AAL.L and adds to a string of global copper supply shocks as demand surges from AI and clean energy sectors β‘π #TeckResources #Copper #Mining"
X Link @lwsresearch 2025-10-08T08:44Z 5119 followers, XXX engagements
"πΈ Bitcoin ETFs recorded $94M in net outflows on Oct XX 2025 led by Grayscales GBTC (-$82.9M) and Invescos BTCO (-$11.1M). Despite the pullback total inflows since inception stand at $62.4B with BlackRocks IBIT $IBIT and Fidelitys FBTC $FBTC remaining dominant players. β‘π#Bitcoin #ETF #Crypto"
X Link @lwsresearch 2025-10-16T08:33Z 5124 followers, XXX engagements
"β‘ TotalEnergies SE $TTE said its Q3 profit and cash flow are expected to be flat to up X% YoY supported by higher oil and gas output and stronger refining margins which offset a $10/bbl drop in crude prices. The company highlighted accretive hydrocarbon growth and improved downstream performance as key drivers of resilience in a volatile market. π’π #TotalEnergies #Oil #Earnings"
X Link @lwsresearch 2025-10-15T13:17Z 5117 followers, XXX engagements
"π Whitehaven Coal Ltd $WHC continues its on-market buy-back: 59616 shares repurchased on XX June 2025 at up to AUD 5.81/share. Total bought so far: 3.88M out of 41.83M planned with up to AUD 72M allocated. Broker: UBS Securities. π¦π #Whitehaven #Buyback #ASX"
X Link @lwsresearch 2025-06-24T10:18Z 5117 followers, XXX engagements
"Petrobras $PBR awarded Halliburton Co. $HAL several contracts for completion and stimulation services in deepwater fields in Brazil. Halliburton will deploy its SmartWell technology and EcoStar valves (eTRSV) to optimize production and safety in the Buzios Sepia and Atapu fields with operations scheduled to begin in 2026. βπ #Petrobras #Halliburton #OilGas"
X Link @lwsresearch 2025-10-15T20:13Z 5124 followers, XXX engagements
"π U.S. regulators have granted Venture Global LNG $VG an extension until December 2027 to complete the start-up of its Plaquemines LNG plant according to a federal filing Thursday. The project is a key pillar in expanding U.S. LNG export capacity amid growing global demand. βπ§ #LNG #Energy #VentureGlobal"
X Link @lwsresearch 2025-10-16T19:57Z 5124 followers, XXX engagements
"β Whitehaven Coal $WHC repurchased 129808 shares on Sept X for AUD 825.4K at prices between AUD 6.306.56. Total buybacks now stand at 5.05M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. π"
X Link @lwsresearch 2025-09-09T09:27Z 5117 followers, XXX engagements
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