Julio.A

L2g0

[Neil Ringdahl @NeilRingdahl]

#Zinc the smallest loser this week. 👇🤔
Underlying demand for Zn refined metal is good. A very industrial metal, fairly unloved and uninteresting.
Maybe I'm wrong, but it suggests to me that this downturn is a healthy correction.

[Julio.A @Ld20G0]

@inversorBetico @retail_mourinho Ambos

[Julio.A @Ld20G0]

@inversorBetico @retail_mourinho En cuanto al tamaño del deposito es impresionante,y hay un margen de mejora enorme. Pero no me ha gustado los precios del PEA para el Vanadio. Muy optimistas en el momento actual

[Emérito/Numantia Patrimonio @foso_defensivo]

El 99,9% del tiempo no hay que hacer nada salvo aprender y vigilar.

[Nicholas James @avionsunantiqu1]

Thoughts about Obsidian Energy's $OBE.TO June 1/26 news release. (#TSX: $OBE) on @Stockhouse https://t.co/uklFF1eDw9

[Goehring & Rozencwajg @Go_Rozen]

Commodity markets tend to break when inventories get tight before a supply shock hits.

That may be what’s happening in energy today.

In "Could the Tanks Run Dry?", we explore:
• Tightening inventories
• Slowing shale growth
• Oil & LNG supply risks
• Commodity scarcity cycles
• Implications for inflation and investors

👉 Access the full commentary here: https://t.co/Xh8wwH9eLV

#Energy #Oil #Commodities #Macro #NaturalGas #Investing #Inflation

[Charlando de minas @Charlandodminas]

¡Ahora sí! ¡Ya podemos anunciar cómo será el directo! ¡El Especial 5 años de @Charlandodminas! Agenda 👇 @duediligenceguy @MartaEscribanoL @pobremillenial @SargentoHighwa4 @DragonOroPlata @AAGresearch @oria_espinosa @jraixelamarkets @PalomaInt @scuestalopez @aleix_amoros

[Vancouver Island Guy 🌊 @VanIsleInvestor]

The 2026 Nat Gas season started with an Acquisition 🔥

[Vancouver Island Guy 🌊 @VanIsleInvestor]

I was asked what does it take for AECO Nat Gas prices to rise meaningfully over the next few years?

Increased export capacity via LNG Internationally and Pipelines to the U.S.

Consolidation of Companies that do not curtail production when prices are low.

Canadian AECO is below $1.00 U.S. today

Henry Hub is seasonally low at $2.50

LNG International is $18.50 U.S.

AECO is going higher over time.

If I'm wrong, please let me know....

[Jack Prandelli @jackprandelli]

🚢 Vessels Crossed Strait of Hormuz

🟢 Feb 26 → 132 vessels
🟢 Feb 27 → 128 vessels
🟡 Feb 28 → 98 vessels
🟠 Mar 01 → 18 vessels
🔴 Mar 02 → 7 vessels
🔴 Mar 03 → 2 vessels
🔴 Mar 04 → 2 vessels
🔴 Mar 05 → 1 vessel
❌ Mar 06 → 0 vessels
🔴 Mar 07 → 1 vessel
🔴 Mar 08 → 2 vessels
🔴 Mar 09 → 1 vessel
🔴 Mar 10 → 2 vessels
🔴 Mar 11 → 1 vessel
❌ Mar 12 → 0 vessels
🔴 Mar 13 → 3 vessels
🔴 Mar 14 → 1 vessel
❌ Mar 15 → 0 vessels
🔴 Mar 16 → 1 vessel
🔴 Mar 17 → 2 vessels
🔴 Mar 18 → 1 vessel
❌ Mar 19 → 0 vessels
🔴 Mar 20 → 1 vessel
🔴 Mar 21 → 2 vessels
🔴 Mar 22 → 3 vessels
🔴 Mar 23 → 5 vessels
🔴 Mar 24 → 6 vessels
🔴 Mar 25 → 2 vessels
🔴 Mar 26 → 7 vessels
🔴 Mar 27 → 4 vessels
🟠 Mar 28 → 12 vessels
🔴 Mar 29 → 2 vessels
🔴 Mar 30 → 4 vessels
🔴 Mar 31 → 5 vessels
🔴 Apr 1 → 8 vessels
🔴 Apr 2 → 6 vessels
🟠 Apr 3 → 14 vessels
🟠 Apr 4 → 10 vessels
🟠 Apr 5 → 11 vessels
🔴 Apr 6 → 7 vessels
🟠 Apr 7 → 11 vessels
🔴 Apr 8 → 5 vessels
🔴 Apr 9 → 9 vessels
🔴 Apr 10 → 8 vessels
🟠 Apr 11 → 14 vessels
🟠 Apr 12 → 22 vessels
🟠 Apr 13 → 17 vessels
🟠 Apr 14 → 19 vessels
🟠 Apr 15 → 15 vessels
🔴 Apr 16 → 8 vessels
🟠 Apr 17 → 12 vessels
🟠 Apr 18 → 35 vessels

full article here:
https://t.co/QjbJ92nLjC

video source:kpler

[Gustavo Martínez @GustavoBolsa]

Jóvenes españoles cansados de ser parasitados por un sistema de mierda que les ha robado su futuro.

Señores, los impuestos son un robo y quien los defiende parasita de ese robo.

[Marta Escribano @MartaEscribanoL]

Buenas a todos!!!! Os dejo la entrevista que grabé en @finect ¡¡Espero que os guste!!
- Rentabilidad 🐟
- Implicaciones del conflicto ⚔️
- Petróleo alto y efectos🛢️
- Oro: ¿será refugio? 🪙
- Fertilizantes y comida 🌽
YTB: https://t.co/8nJalRXQGq
SPTY: https://t.co/nKK0YQVyaf

[Nicholas James @avionsunantiqu1]

On April 7, 2026, Obsidian Energy $OBE.TO filed that they had purchased 1,500,000 shares in Canada, as part of their NCIB in March.

[EnergyInvestor @EnergyInvest0r]

Not that anyone will care anymore given tonight's news, but Obsidian Energy bought 1.5M shares in March, bringing Q1 total to >4% of shares outstanding.

$OBE $OBE.TO #COM #OOTT

[Rackla Metals Inc (TSXV:RAK) @RacklaMetals]

News Release: Rackla Provides Update on Lentung Tungsten Property Data Compilation and 2026 Exploration Program

historical dataset supports a high-grade #tungsten project with district-scale potential and a planned 10,000 m drill program

full release: https://t.co/GqSndl8ETp

[Nicholas James @avionsunantiqu1]

Obsidian Energy $OBE.TO to renew its normal course issuer bid (NCIB), to buy back up to 6,458,536 shares, starting on March 3/26 (next Tuesday).

OBE completed its last NCIB in about 5 months (bought 7,144,408).

They are expected to buy aggressively while the price is cheap.

[Charlando de minas @Charlandodminas]

Alguien me dijo que un canal en español de inversión en materias primas nunca llegaría a 10k seguidores... ni en pleno superciclo con oro rompiendo los $5.200 y cobre en máximos históricos.
Aún estamos lejos, pero ¿me ayudas a quitarle la razón? 😏 👉 https://t.co/fAn6SX2lbc

[JULES | Commodities Investor @JulesInvest]

Scottie Resources $SCOT.V

Another beast in the making 😎

#Gold

[Scottie Resources Corp. @ScottieCorp]

NEWS | Scottie Resources Demonstrates More High-Grade Continuity at Blueberry Contact Zone Including 141 g/t Gold over 4.55 Metres and 54.6 g/t Gold over 7.05 Metres

Read full release here: https://t.co/WAZ6CaElBc

[Albert Millan @albertrjf]

Llevamos dos años sin ningún descubrimiento de >2Moz de oro, por lo que es muy probable que las majors empiecen a hacer M&A de forma agresiva en breveconforme entramos en la fase parabólica del ciclo $AEM $GOLD