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![MichaelJAvery Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::247295381.png) Badger [@MichaelJAvery](/creator/twitter/MichaelJAvery) on x 5411 followers
Created: 2025-07-22 07:14:10 UTC

X. Any move >$75/bbl or strong gas/chemical spreads could unlock EBITDA upside.

Operational Fixes: Secunda reliability improved via higher-grade coal; Natref recovered post-fire with new low-carbon boilers & renewable diesel.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947555755575345632/c:line.svg)

**Related Topics**
[diesel](/topic/diesel)
[$75bbl](/topic/$75bbl)

[Post Link](https://x.com/MichaelJAvery/status/1947555755575345632)