$RIG Management basically said they are in merger talks with $SDRL without saying it out loud

Looks like we are heading for another warm winter, but AI energy demand expectations give thermal/nat gas hope

I just made Perplexity my default Search Engine within Google Chrome. Again, this is just a sample size of n = 1. But I don't think I'll ever go back to "Googling" something again. Especially if I can default use Perplexity within my browser. Wow.

Spectacular synopsis by Tommy. Offshore drillers are a Sam Zell “focus on supply” style investment. Supply is constrained for the foreseeable future with demand set to increase. Furthermore, when an investor purchases a piece of these businesses, they are acquiring high spec rigs

Put into this perspective from $EQT U.S. #natgas storage doesn't look so bloated. EQT itself is bragging about doing 7 bcf/d with only 3 frac crews but not sure SMIDs/privates all have the same efficiencies

I'm surprised he's surprised: *BP CEO SAYS SURPRISED WITH UPSIDE IN OIL DEMAND IN RECENT YEARS #OOTT $BP

I think History gets made tomorrow as Kamala Harris is elected in a landslide as President of the United States. I have her carrying ALL swing states plus flips Iowa. My bear case is Trump only takes Arizona. The Selzer Iowa poll might be a preview of trends happening across the

BREAKING: @iam751 approves contract. Strike ends.

It's published. We ran 80,000 simulations tonight. Harris won in 40,012. natesilver.net/p/nate-silver-…

#pilotsforharris #unionproud

🥂

best $NRP earnings call Q+A in a long time (maybe ever). one comment stuck out to me from management: 1) this is the worst collective (met / thermal / soda ash) outlook i've seen in my 10 years here 2) this is the best equity equity holder outlook i've seen in my 10 years here

spotify.link/mPiCHq6shOb

Agreed. $NRP has tremendous value and a clean setup

History has its eyes on You

Welp, there was a Landslide alright, Landslide Victory for Trump. Congrats to all on X/Fintwit who called it, especially Jeremy Raper.

Merger Arb investible again now that Linda Khan is likely on her way out? $SAVE $JBLU $TPR $CPRI etc

We just published Toffcap Monday Monitor #35, our overview of interesting event-driven trades and companies ✅ A ton of action, as usual💪. Find it ToffCap (no paywall). Many thanks to Alexander Eliasson, Yaron Naymark, Chris Wright and Tim Eriksen 🔥 Friends, it takes a LOT