Just handed my laptop & Access Card today marks the end of a journey & marks the start of a new 1, this means more spaces & more Canadian Energy Advocacy !!! Time 2 embrace life as a full time investor
#Dare2Dream
#SemiRetirement
#ShubhamStyle
Absolutely incredible time with
@AlexEpstein
today at the Houston Petroleum Club courtesy of Haynes Boone. I told Alex all about the
#COM
& he said he’d jump us 4 spaces if we could get enough engagement on this post, please DM em this post requesting 2 have em join us !!!
The average energy consumption of African nations is that of a single American fridge 🇺🇸 below 👇 HE Bruno Jean Richard from Congo had 2 explain 2 Hadley Gamble what real energy poverty looks like & why his country stands fully behind OPEC !!!
For the pics or it didn’t happen folk, huge thanks to
@marketcall
for having the medium that allowed for this connection … 2hrs felt like 10 mins, an left me with more questions leaving then I had coming in … many thanks to
@ericnuttall
#EFT
These cuts are no joke - this prince is young bold & ambitious, he’s promised his country he’ll deliver & it’s exactly what he’ll do. Canadians coast to coast will soon get a 1st class education on the importance of resource development. Not through t-shirts & sweaters but
Only the privileged in this country could actually worry about a Trudeau re-election. Reality on the street is that the average Canadian is really struggling to get by right now. & Elections are almost always lost for the incumbent leadership during periods of financial hardship.
Cost of living crisis is pushing people to the edge.
People feel trapped, and hopeless, not knowing what to do to get out of this situation.
Canada is broken 🚨🚨🚨
🔊
ATTN:
#COM
& interested fellow Vermillion $VET.TO Energy investors !!! Vermilion Spaces this Wednesday June 29th helped arranged by
@emmpeethree1
🙏
Do me favour folks & tag erryone u know interested below 👇 $VET.TO
Will schedule this space
on Tuesday as can only do 1 @ time
Tough to un see 🙉 this chart as magnitude of whats taking place starts sinking in. Getting clearer that the miracle of Bitumen becoming our salvation, 8B in Oil Sands Royalties last year & set to be 21B this year 160% ⬆️
This👇vest always been 1 of my most prized possessions, regularly worn not only as a sense of pride but a sense of belonging afforded to me as 1 of
@SadBillAckman
many acts of kindness. It’s truly rare to receive that much love,❤️ kindness & support from anyone let alone a
Wooooow warms my heart ❤️ to see what showed up in the mail today …
@Japistani
& our secret santa
@SadBillAckman
come bearing gifts 🎁… much appreciated folks !!! Thank you so much 😊
#EFT
#COM
A truly memorable week w/
@WhiteTundraSG
@ the Louisiana Energy Conference. The private shale E&P panel session’s were so solemn it felt like a funeral. Even more apprehensive that will hit 12.9M by Y/E now but will see 🤷♂️
Most powerful themes in the next 24 months in Canadian Energy, w/ most impact on capital flows …
A) TMX - Completion
B) LNG Canada Online
C) Leadership Change in Canada
This packed Lunch & Learn hosted by $TVE blew it's attendee's out of the park, I felt it would be almost criminal not come back and share some of the cliff notes with the community here.
An since I'd invited some of the smartest guys from the
#COM
wasn't surprised either to see
Canadian quality of life continues to deteriorate as cost of living continues to sky rocket. My current rent would have to increase by 38% to achieve current market rates. Wonder how long Canadians are gonna be able to put up with this especially as we rip into a higher energy
Sometimes I run these spaces from the comfort of my own room & sometimes when I am on the go I may be found running them from the floor of the
@HiltonHotels
somewhere in America !!!
Grateful 2 host 1 of the best spaces we’ve had thus far w/
@EctorBrian
from $BTE Baytex !!!
Today I got the special privilege to spend an hour & 30 mins with a Giant amongst Giants in O&G space & if you know exactly who it is you’ll why i am taking selfies with billboards instead of humans,huge thanks to
@quinn_canoe
& Kortnee from
@CanoeEnergy
for facilitating
#COM
Wooooow just woooow … people as far as the eyes can see !!! Call the fire 🔥 Marshalls folks because we’ve just found this nations next PM !!!
#TeamPollivere
#COM
They say build it & they’ll come & come they certainly have !! Special thanks to
@Albertagarbage
4 always putting these together & our ever consistent but secret Santa 🎅
@SadBillAckman
along with our ever generous
@energyburrito
in making this a memorable
#COM
meetup !!
Open call to all the alcoholics amongst the
#COM
todays your day as it is a mega secret Santa 🎅 day with both our primary
@SadBillAckman
sponsor & our new sponsor
@energyburrito
spreading the cheer !!!
Come 1 Come All !!
#COM
& offcourse special thanks 2
@Albertagarbage
always
What to do when Oil starts hitting multi year highs ??? Well if your
@ericnuttall
it means sending out packages of love into the Twittersphere. As much as I appreciate this gift Eric, I am pretty convinced I'll loose a finger on this MIYABI - 800DP HIBANA 8" GYUTOH KNIFE !!
Quick minute 2 congratulate a man who’s done more 4 attracting Canadian retail capital & pride 2 our sector more than any other. Hearty congratzz 2
@ericnuttall
for a new all time high on NP fund yesterday ! Mind blowing $ that’ll be made in this sector this decade
#COM
@garquake
We’ve been banging our drums 4 $TVE.TO spaces 4 quite some time now &Brian has finally answered our call. Excited 2 have CEO of largest Clearwater operator join us this Friday 4 a discussion on strategic outlook of Tamarack. Like &retweet 2 get word out.
Circle 👇 marks years when public found out tobacco was harmful & caused cancer. 🚬 stocks became “sin stocks” & no longer invested in by funds. They’ve been the best performing industry last 50 years. They simply bought back their stock & returned 💰2 investors. Eye popping
having dinner w/anti oil friend visiting from Ottawa.Telling her how
@BaytexEnergy
went from 80$ some point 2 as low as 0.44$ 2 communicate value destruction in space,dude sitting behind me says no 0.26$ & Oil’s going 2 $300 & that I need 2 listen 2 a guy called
@ericnuttall
top?
Pleased 2 announce i’ll be hosting
@EctorBrian
from Baytex $BTE for a spaces discussion on May 29th, thnx
@ericnuttall
for helping arrange this one !!! & hosting
@AlexVergeJOY
from $JOY the fella who helped kickstart this all 4 us this Sunday the 15th !!
#COM
3h&20 mins of straight content from Brian Schmidt on
@TamarackLtd
. To be released in a 3-part series as I am sure as much as you all are trying to better understand this story no one's gonna be watching it all in 1 go. Be cool to run this poll below in a week's time & confident
To think i would be hosting events for 43k people just 12 months ago is an extremely humbling experience for me. Thank you all that have participated along the way
#COM
👇👇👇
When
@margot_rubin
finally makes it 2 the big screen at
@BNNBloomberg
we could finally say we knew her before she became big time, lots of potential here for BNN Bloomberg not 2 realize !!!
& hopefully i’ll get my shot 📸 w/
@TaraNWeber
on the next go round
Red days on 88$ Oil tells me existing fatigued Oil bulls are cashing in their chips & new investors are super cautious to participate considering volatility past 8 months.
An absolutely great time with our 1st
#COM
meetup in Houston that almost went as long as some of our spaces in terms of length. Big thanks 2
@lyearwood87
4 the ride & back as well !! Happy & excited 2 hear from our Americans how much they’ve been enjoying our Canadian E&P’s !!!
Happy to announce that my space with
@anasalhajji
has attracted almost 5 times CNN+ average daily viewership, the people have spoken ... & they are saying more Energy discussions & less dogma
#COM
Hope you enjoy it as much as I have, couldn’t have thought of a better guest to kickstart the new Pod. Much thanks to
@AlexVergeJOY
for his continued engagement & support of the community. We went a little deeper than the typical Spaces, Enjoy !!! 👇$JOY
Thanks 2 all that showed up, Brian put up an absolute clinic. I’ve always felt if you invest in great people first you’ll almost always come out on top. It’s really obvious for anyone that cares to look, $TVE gonna have a remarkable 2H blow out quarter’s ! Brian was also so
This weeks projected crude draw was so eye popping the fellas on the call had to do a double take. Really accentuates, what the bulls have been feeling riding into 2H. Must also be the moment
@econ_713
has been alluding to for months now. Keep in mind adjustment factor expected
We've got an anomaly this week, a very low export number for week ended 21st and an abnormally higher export number past 4 days since Saturday. Leaving us with 0.5M draw forecast. We think draws will be much higher than our forecast this week and excited to see how this compares
@ezralevant
@neufeld_mark
This is happening Globally- with every Eritrean faction in the larger diaspora. The reason they are doing this here is because they are to scared to do it in Eritrea.
We expect U.S. crude
#oil
production to surpass 12.9 million barrels per day for the first time in late 2023 and to exceed 13 million barrels per day in early 2024.
#STEO
➡️
Always great 2 be back 2 🇨🇦, unless you are coming from America 🇺🇸. Spent quite some time considering relocating there. Grateful 2 all the new people i’ve been fortunate enough 2 meet along the way & intend 2 meet on future visits.
Folks keep asking where are these draws and the answer is right over here 👇. Since hitting the high point of 60.5M barrel build on March 17th we've now drawn 47.6M barrels since putting us at 12.89M barrels currently. & Since we know how you hate to be disappointed with an
We skipped a week and here we are back again with a revised & updated
#EIAForecast
below for week ending August 18th. MTD US commercial crude has been drawing 1.4MMbpd. Saudi & Russia cuts have been remarkably high 1.5M each. We seem to have drawn 40M barrels of seaborne crude &
These door knockers got an earful, whats the point of living in this cold province if will limit/attack resource extraction ? Was told someone was gonna reach out to me to answer that question … looking forward!
#COM
Wooooow warms my heart ❤️ to see what showed up in the mail today …
@Japistani
& our secret santa
@SadBillAckman
come bearing gifts 🎁… much appreciated folks !!! Thank you so much 😊
#EFT
#COM
Great alignment from Rafi
@CanoeEnergy
who also communicates alarm bells 🔔 recent US rig drops should raise & how he’s never seen a setup like this in his 30 year career. 👇
His cohorts built energy sector in Canada so I take his views very seriously
#COM
taking over the responsibility of a Tax payer funded institution 2 educate fellow 🇨🇦 citizens on value of Energy security. As we continue 2 hurtle towards energy crisis this summer & winter CBC listners will ask in shock how this was missed ???
#FingerPointingSZN
Kidnapped by
@anasalhajji
2 one of the best BBQ joints in North America, looking to Kidnap some more folks 2 join
@anasalhajji
& I for a
#COM
Meet up tomorrow. Breakfast lunch or dinner, state ur preference below 👇
Oh my oh my oh my 🔥… the verdict starting to become clearer with each passing day as
@ericnuttall
takes opposite side of whale 🐳 Oil
@CathieDWood
✊🏾🏴☠️🏴☠️Our pirate ship 🚢 continues to sail higher !!!
#CanadianOilMafia
We skipped a week and here we are back again with a revised & updated
#EIAForecast
below for week ending August 18th. MTD US commercial crude has been drawing 1.4MMbpd. Saudi & Russia cuts have been remarkably high 1.5M each. We seem to have drawn 40M barrels of seaborne crude &
Another week another forecast! Imports are up 1.24M bopd WoW & exports are down to 1.16M bopd WoW leaving us with a 50K bopd projected crude build this week.
@Gugo907
did point out that adjustment factor significantly decreases in the week following higher exports & as such
BREAKING NEWS: A member of the
#COM
has just been voted director into a publicly traded Canadian E&P,
@BubleQe
said it best, we are not here to take part … we are here to take profits !!!
Celebrating all redemption stories along, with newly minted millionaires, big ups to Godfather
@SadBillAckman
4 sponsoring the night,
@ericnuttall
4 all the guidance & to
@WhiteTundraSG
who i’ll be dearly missed,
@garquake
the legend must be flown in at some point!
#🇨🇦EnergyMafia
👇book kept me company 4 the duration of my flight & a serious must read by
@JavierBlas
for any serious commodity investor. Critical 2 develop framework of price discovery as it relates to settling the physical. Belongs on every bookshelf along with Crude Volatility-
@Bob_McNally
For my securities and valuation class we provided 3 companies for our valuation project
1.Meg Energy
2.Whitecap Resources
3. Arc Resources
We were told no Oil and Gas, turns out my instructor is anti Energy in an oil town SMH 🤦♀️
More than $ it’ll be the relationships made & developed along the way. If you look closer you may spot new gray hairs picked up YTD, whilst 1st half may not have panned out exactly as we’d hoped, mentally recharged & excited for what 2H of the year has in store for us.
Reminded
Week of business in New Orleans followed by week of rest and relaxation in San Diego!
Feels like a movie since
@sohaibab9
and I met 18 months ago, and I'm excited to continue growing + learning + building businesses together.
Life is a journey, enjoy the ride! 🛢💰
#TundraBoys
Showed up home with package 📦 waiting on the doorstep, open it up & low & behold
@CwcEnergy
comes bearing gifts 🎁 just in time 4 ❄️🌨☃️ SZN Many thanks 2
@rugenxer2
4 gear, class act !
#COM
Our energy minister boldly claiming Oil & Gas is peeking this decade & then proceeds to outdo himself claiming it’s actually peeking this year. Our energy minister is clearly oblivious to the global energy landscape. The incompetence is borderline criminal.
Canada’s Energy Minister: “Oil and gas will peak this decade. In fact, oil is probably peaking this year.”
One minute earlier: “The Leader of the Opposition essentially just makes up facts.”
The
#COM
has landed in Toronto a full house courtesy of
@CarbonLedgerCap
for the booking &
@SadBillAckman
4 his continued Generosity!!! Would love to see you at some point
@FinEconGlobal
as well !!! @ JackAsters Front Street if anyone else wants 2 come too
Our secret Santa
@SadBillAckman
🎅 continues 2 follow us into Toronto with early Christmas Gifts underneath our
#COM
tree … looking forward 2 seeing the rest of you all @ Jack Astor’s tonight folks 👇👇👇
Another week another forecast! Imports are up 1.24M bopd WoW & exports are down to 1.16M bopd WoW leaving us with a 50K bopd projected crude build this week.
@Gugo907
did point out that adjustment factor significantly decreases in the week following higher exports & as such
BREAKING: Saudi Arabia announces it's extending its "voluntary" oil production cut of 1m b/d for another 3 months.
Riyadh says it would pump 9m b/d in Oct, Nov and Dec, although it would review its output level every month |
#OOTT
#SaudiArabia
Nothing makes me happier than making a book recommendation & seeing people follow through 👇 most important book on Oil you will ever read by
@Bob_McNally
IMO - will update if I come across better 👇👇👇
I really fell out of my chair reading this tweet thank you so much 🙏Your ability to build a story based on the data and use it to inspire a demoralized city and province, all the while keeping us lockedin/engaged thru ups n downs makes you really special in our eyes
#OOTT
#EFT
Another show in the books! I think you guys broke their phone lines. Shoutout to
@sohaibab9
for trying to get through 152 times which earns him a lunch on me the next time he's in town. Enjoy the well-earned weekend everyone!
Many thanks to Mark Skits for arranging the reso - Couldn’t have
@ericnuttall
pass through town with out meeting these studs! Perhaps
@WhiteTundraSG
may find a way to join us on the next go around. Time 2 fasten your seatbelts as we enter 2H of the year for some serious 🔥🎇🧨
H/T to
@HFI_Research
for getting it right this week - we were a wee bit off this go around at 8M, despite the criticism's I've heard these are always fun to do.
We skipped a week and here we are back again with a revised & updated
#EIAForecast
below for week ending August 18th. MTD US commercial crude has been drawing 1.4MMbpd. Saudi & Russia cuts have been remarkably high 1.5M each. We seem to have drawn 40M barrels of seaborne crude &
Hats off to
@Josh_Young_1
for spending a good hour with my oil and gas accounting class walking us through his macro outlook for oil, It was a refreshing view they’ve never heard before an to say we were blown away would be an understatement
@tradeoilstocks
$TVE need to do some press in a big way.
Even though I thought they had a great q4, most everyone else just remembers the bad well.
We need
@sohaibab9
to get Brian on a call and get a vibe out.
Global jet fuel demand hits ~6.8mb/d in January, that's 800K barrels higher than last year. Getting closer to pre-covid number of 8M barrels a day.
H/T
@MorganStanley
Celebrating remission, his 65th birthday & first day of official retirement for
@brianhumphrie19
facilitated by CAD O&G - w/
@RazorOil
. Wishing Brian best of health & a long life. Absolute beauty meeting every day Canadians betting big on our Oil sector & winning big time 🥇🎖️🏆
A package arrived for me today from the most caring and sharing folks on Twitter. Thank you. I will wear them proudly. You made my day.
@joemama48072123
#COM
Absolutely gutted to hear this, a really great soul w/a heart ❤️ of gold !! 😢😢
In loving memory of our Secret Santa 🎅A purveyor of joy & happiness to all he’s come across on here & a strong pillar of the community. You’ll be dearly missed
@SadBillAckman
🙏
Completely blown away 2 see that
@AlexVergeJOY
spaces session has attracted 4500 listeners when I had only expected 1500 max, Alex has completely resonated with a retail base eager 2 hang on 2 his every word, on a Sunday. Looking forward 2 spaces with Baytex with
@EctorBrian
#COM
Currently with
@AlexVergeJOY
who is sharing his incredible redemption story of being fully vested in Canadian O&G & whats its been like 2 survive & now thrive despite overwhelming odds
#COM
Going over crude forecast numbers later today with the boyz, price action seems to predict major draw this week - which would be inline with high export numbers observed earlier in the week.
What i imagine Surge shareholders would love to see, these are the shirts Paul Colborne handing out @ Stampede tent, gotta get 1 sent out 2
@WhiteTundraSG
ASAP !!!
Hahahahaha this is absolutely epic
👇👇👇especially now that
@JosefSchachter
announced he’s booked profits as result of recessionary fears … go easy
@ericnuttall
#COM
Excited 2 be seeing
@WBrettWilson
along with Canada’s next Prime Minister
@PierrePoilievre
in couple hours @ PraireRowdy 2022 - gonna pitch em on joining us for spaces.
Do share your engagement here 2 best demonstrate the platform we’ve built, anyone i should name drop ???
#COM
This was an absolutely terrific Spaces with
@TamarackLtd
. Discussing corp outlook of $TVE.TO Recording below 👇 In Brians words he’s given a lot in here that he typically doesn’t share in Corp Presentations & so forth.
#COM
We’ve been banging our drums 4 $TVE.TO spaces 4 quite some time now &Brian has finally answered our call. Excited 2 have CEO of largest Clearwater operator join us this Friday 4 a discussion on strategic outlook of Tamarack. Like &retweet 2 get word out.