The US isn’t going to invade Iran. Come on people.

Everyone “selling the rip” today 😂. Iran, Russia/Ukraine isn’t forever. I do think demand for more and more energy is. Noise right now en route to post midterms, late 2026 early 2027. You cannot print energy, but you can print FCF yield at these prices. 🚩 US prod growth.

Amazing $XEG

Hello INFLATION, my old friend I've come to talk with you again Because a vision softly creeping Left its seeds while I was sleeping And the vision that was planted in my brain Still remains Within the sound of silence

We rewound the clock to see what the Permian rig count looks like when normalized to the drilling speeds from 2021. The answer: Permian rig counts are at all-time highs by historical standards; unsurprisingly, both basins have continued to grow production while the rig count fell

At this rate, we won't need new pipelines... It'll be profitable to just scoop up some oil and carry it to the Northern BC coast in your hands.

OIL - MEMORIES ….. forecasts for $40/bbl and 2026 surplus of +2-4mbd, cue the bbl counters and talking heads #OOTT

$RBY.TO WORD SALAD “Initial well performance continues to exceed expectations, with average(1) IP30/60 rates of 205 bbl/d (15 wells)/192 bbl/d (14 wells), as compared to the 2025 McDaniel Tier 1 type curve(2) IP30/60 of 201/193 bbl/d(2), which was revised up from the ..”

Nothing bad ever happens that some simple QE can’t solve. War in Iran? Let’s just print some more money. Uh what? Higher gas prices? $1,000 Iran war tax credits! But.. but inflation..Nothing to see here, take that money plebs!

Is driving season cancelled? $XEG $USO

FREE Michael Spyker! Chatting with Michael and he was just informed that his account suspension is now permanent and that his appeal has been closed He was never shown an offending Tweet nor given any details of his offence beyond "inauthentic behaviors" (He's just like that!)

So I guess I shouldn’t have been trimming my oil holdings the last two Fridays eh?

The basin stunned in silence as Grant stepping up to single handedly solve lost Hormuz volumes with the Gold Creek 03-30-069-04W6 pad. Average IP120 rates of 1,500bbl/d of C+C+NGL. I have a feeling that dog'll hunt.

BREAKING: this is not a breaking tweet. I repeat everyone else is tweeting this exact same thing so stop saying breaking.

If you are looking for signs of demand destruction, watch Asian refined products. Specifically, I'd expect to see Asian crack spreads peak before crude. Singapore gasoil cracks now above $70/bbl (all-time high). Ergo, crude prices need to go higher to balance via demand.

The Houthi's closing Bab al-Mandab would be bad, but it's... not really that bad compared to the Strait of Hormuz being closed. Here we are today; 300mmbbls are missing from YTD energy balances. If the Strait opens tomorrow by the end of the year we're still going to be missing

Should not run strip prices decks or flat scenarios anymore, suggestion for the new deck. WTI: $100; $80; $50; $50; 50; $40; repeat AECO: $0; $0; $0; $0; $0; $0; repeat $XEG