All Hail! Canadian Oil Mafia (Sergeant); Pragmatic Investor. #ClimateClaire deny’er. Free Cash Flow is the Way to Save Thee ✊🏽🏴☠️ #COM #EFT
Vancouver, British Columbia
Joined July 2020
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#Oil God retweeted
People are struggling. They are literally at their breaking point.
American soldiers are dying in a war Trump promised to never start and their families are grieving.
Working parents are having to choose between buying food for their kids and filling up their gas tank so they can even get to work, foreclosures are through the roof because the war has driven up the cost of EVERYTHING needed to survive so house payments are being put on the back burner, and Trump literally laughs during his rally saying he doesn't care because he and his billionaire buddies are making "a ton of money" off it.
When asked when the war in Iran will end, he smiled and replied, "When I decide I want it to."
I have never hated a man as much in my entire life.
I am so sorry I campaigned for this.
#Oil God retweeted
History Lesson:
If #Canada builds a second TransMountain pipeline, the oil majors will be all over the Canadian oil assets!
Canadian #oil stocks will go through the roof with a second pipeline, simply because oil majors will buy them out to control the flow to the international markets.
We have argued in a couple of reports that the entry of the oil majors to shale plays doesn't make any financial sense unless it is about control.
What we see here is a repeat of history: The Seven Sisters trying to control US independents. In the past, it has been done through the Texas Railroad Commission and the federal government. Now through direct acquisition
$XOM $CVX
Oct 2023: anasalhajjieoa.substack.com/…
#Oil God retweeted
Eric Nuttall bought Athabasca for pennies. Today Cenovus is paying $12.
He's not cashing out.
"We will tender for 100% Cenovus shares and keep them as we see 40% upside in Cenovus at $70 WTI." @ericnuttall
"This will go down as the greatest buy of my career."
inthemoneypod.com/stocks-won…
#Oil God retweeted
anyone with above room temperature IQ knows they are lying
-the strait is closed
-oil is not flowing
-inflation is not 3%
-the bond market is not okay
-gas prices will not go down to $2
-the war will not end after the midterms
#Oil God retweeted
$CVE.TO * Cenovus Energy Inc. (CVE-T, “buy”) to $52 from $50. Average: $52.44.
Analyst: “Strong oil sands volumes and a solid contribution from the U.S. downstream business, despite maintenance at Lima beginning in September, should position Cenovus to reach its $4-billion net debt target in early 4Q26 at current strip pricing. Achieving that milestone would shift the return-of-capital framework to 100 per cent of excess free cash flow vs 75 per cent currently. Combined with positive estimate revision potential and the company’s upcoming January 2027 investor day, we see a favourable setup heading into results.”
Oil stocks are getting bought after any sells.. base building for higher highs 🏴☠️
The lack of follow through is likely just lack of conviction on how long prices spike 🏴☠️
Yep
MY GOD WE'VE LOST 11 TANKERS NOW IN THE TRAILING 7 DAYS
GUYS WE CAN ONLY BUILD 40 VLCCs PER YEAR!!!
OIL IS FUCKED
MIDDLE EASTERN OIL IS NOT LEAVING THE GULF
HORMUZ IS SHUT
BAB AL MANDEB IS SHUT TO SAUDIS
$SPY IS GOING TO CRASH
#Oil God retweeted
China's state-owned refineries are ramping up their runs while inventories have been drawing down and currently at normalized levels.
With tight physical crude supply and strong demand, increased Chinese oil buying is set to support crude markets for the foreseeable future! 🛢💰
#Oil God retweeted
Did anyone else notice that Texas oil production has been declining since April along w/ overall US oil production per the EIA Monthly? Acreage deterioration and wastewater issues are kicking the Permian in the arse. #OOTT
#Oil God retweeted
Do yourself a favour and follow my friend Lakshmi if you are into oil — and add a bit of motivation for her to become an active member of this community.
She is one of the most authoritative oil-market voices I know, with a depth of understanding few in the market can match. She probably also has the most no-nonsense tone in the business: says it exactly as she sees it, whichever way the conclusion points: long or short; and she doesn’t mince her words. I love that.
Best of all, among many other things, she does her own proprietary barrel tracking across the hottest spots comme il faut: SoH, BeM, Chinese consumption, Russian refinery runs — and a growing list beyond.
Thanks to her sharing her dark-fleet numbers with me — incredibly time-consuming and expensive work if done comme il faut — I was finally able to make sense of the oil puzzle in July. I’m not famous for requiring handholding. But in this new age of dark transportation at scale, we all need to up our game. The old tools simply aren’t good enough anymore.
Serious brain. Serious work. Serious insight.
@LSREnergy
PS: Please repost this recommendation. The new X algo only really gets things moving with a bit of help from the crowd.
#Oil God retweeted
Guys you know what's crazy? and something that is hard for me to compute but it is what is it I guess. $CVE.TO had an FFF of $3.8B in Q2 2026 only, which is almost half the entire MEG Energy deal (~$7.9B consideration / ~$8.5B enterprise value). That’s $3.8B ÷ $8.5B ≈ 45% of the whole acquisition generated in like 90 days...Like, I understand the oil price volatility and everything but what signal does it send to others? Where you can monetize so fast, especially with $4B bbl in project area, yes 6% of the entire Venezuela reserves barrels that "US just added" and life index of >50%. Say what you want but Adam Waterous knew exactly what he was doing when pursuing $MEG.TO Good work. 🇨🇦🫡🪒
#Oil God retweeted
Sorry bears but I did warn you... 🧸🫡🪒
I keep seeing posts celebrating that oil is about to crash off the Trump–Venezuela deal.
Nothing changed. Reserves ≠ Production !
That deal is a reserves headline!! not immediate barrels…Orinoco extra-heavy crude is biodegraded, low-API, high-asphaltene sludge that still needs wells, sand control, diluent, heat or upgrading, power, and pipelines…so 65B barrels on paper does not lift output next quarter.
Canada has over 170B bbls in reserves yet we can’t just produce it all tomorrow can we?
Capital is the bottleneck!!
Neither Orinoco nor Alberta bitumen flows or refines easily; both are energy-intensive, heterogeneous reservoirs where steam, cold-flow limits, and plant capacity, not the resource number set the pace.
Example: MEG Energy $MEG.TO that got acquired last year has nearly 4B of reserves and a 50-year reserve life!! yet only about 100,000 bbl/d for a decade because Christina Lake’s facilities capped production until new capex was spent.
Reserves ≠ Production !
Canada already has post-payout kit running at scale; Venezuela has to rebuild that kit. Volatile $60-$80 oil does NOT fund capex-heavy heavy-oil projects on a political clock.
No near-term uplift, no crash from this deal…China knows it. 🫡🪒
