The guy that delivered the groceries to my car at Walmart Pickup saw me looking at my phone and asked me if I was checking stocks. Not quite an Uber driver giving stock tips, but close.

European #natgas inventories have trended more bullish over the past 6 weeks. At just 3245 BCF, storage is distancing itself for the 2nd lowest level in the last 5 yrs, above only 2021. And the storage deficit vs the 5-yr avg has widened to -249 BCF, the largest since late

Remember me posting that offshore $RIG, $SDRL, $VAL, $NE looked impulsive off the lows but needed more of a pullback? Well, we could get that as oil comes down. And oil price coming down during Q4 will kill 2026 capex plans. Toss the "record production" in the trash because

$SPY check-in. Hard to say where 3 ends, but if you think it's crazy now, I think wave 4-5 are going to send people to the loony bin.

Tennessee explosives plant blast leaves 19 missing and feared dead | AP News Mass sabotage is coming. Secure all military sites apnews.com/article/tennes…

I'm trying to figure out how we actually can restrict "critical software". If it's critical to China and we cut off licenses then wouldn't China just pirate it? We wouldn't have a lot of recourse if they did.

...And I'm here for it 🍿

Rob Wilson arjun⚡️murti . arjun⚡️murti 's video update was good too, especially this chart. For all the market comparisons to 98/99/00, people forget what commodities were up to during that period - but not Arjun. youtu.be/hJL9Wk0kxfE?si…

prolly a coincidence

$FANG - Throw out the 2024 numbers because of the Q3 Endeavor acquisition, but if you look at Q1 pace, then the august projections, their planed completions for 2025 ~500 and their pace in Q1 was 126 per quarter, so they are not really going to slow down this year. Not sure if

McKinsey 😂🤣😂🤣

#Natgas feed to #LNG facilities Sabine Pass, Cameron, Calcasieu Pass, Elba Island, Cove Point, Plaquemines, Freeport & Corpus Christi combined for Oct 11 was 16.50 Bcf. (I don't have intrastate data for Freeport & Corpus Christi) public.tableau.com/profile/ron.h8…

Who has a huge mining operation on federal land that likely has a large amount of rare earths as a by-product and has massive scale and operational mining expertise? Anyone? Anyone? $BTU

#4 is ridiculous. Our electricity is expensive BECAUSE of solar and the climate bros. If we got rid of the climate bros, the Sierra Club, the alphabet soup of Govt agencies and were all nukes, gas, & coal, we'd have the cheapest electricity on earth. Plus our supply chain for

Hey guys, so if we are competing with China then maybe letting China spy on us and steal from us is bad? Maybe? Just a little bit bad? Nah?

Highly recommend 👇