⚜️☪️Michael Debreda de la Rocha⚜️☪️

“Never expect a man to understand something that his paycheck depends on him not understanding”

—Upton Sinclair

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

$EONR

PLEASE LISTEN TO ME.....

BUY ALL YOU CAN RIGHT NOW....

THESE GUYS CAN DRILL 4 WEELS/MONTH

CRAZY...

JUST LISTEN....

https://t.co/MqcPHjkjqZ

[Lukas Ekwueme @ekwufinance]

Anyone remember 2010-2014, when oil averaged $95?

That's $140 adjusted for inflation...

Back then, there was no demand destruction.

Demand grew by 1mbpd.

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

$EONR

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

$EONR

NEWS OUT ??

[FoFty @FoFtyTrader]

the coming OIL short squeeze will be epic - fasten your seatbelts

[NoLimit @NoLimitGains]

🚨 ANOTHER TRILLION GONE

[Kalshi @Kalshi]

JUST IN: Over $1 trillion erased from gold today

[Giovanni Staunovo🛢 @staunovo]

Oil market 1.2 billion barrels in the hole from Hormuz, oil market will need at least a year to rebalance - CEO Shell #oott

[Mohamad Safa @mhdksafa]

Slavery was legal.
Segregation was legal.

Never use legality as a guide to morality.

[Simon Dixon @SimonDixonTwitt]

▶️ FULL LIVE SHOW RE-PLAY (4h29m): The Great Capital Rotation: AI, Bitcoin & The Financial Industrial Complex | Simon Dixon Hard Talk LIVE (5 June 2026)

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran rejects Trump's claim today that a deal is "very close" and that Iran is "interested" in signing it, with an Iranian official telling CNN that Iran "has no objection to talking with the US," anymore, and the reason for Trump's call to Netanyahu to stop the planned much larger third Israeli attack on Iran today was not any imminent agreement or ceasefire like Trump claimed.

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

@MardoResearch Virtus have all the sismic map in hands..

No way they push 5M$ + 10M$ (for the expense of the for the first three wells) without knowing what they do....

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

$EONR

We're now in June, this company is ready to roll 92 unhedge wells from now to end 2028 passing from 1000 bped at 7000 bped.

With oil above 90$, we're in the sweet spot.

7000 bped = 21M$ per month

Market cap ? 30M$

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

$EONR

[Eric Nuttall @ericnuttall]

Energy Aspects: "So far, the crude market has balanced 12 mb/d production loss via run cuts (around 5 mb/d), stockdraws (around 4 mb/d) and Chinese imports dropping by 2.5–3 mb/d, with non-OPEC supply in the Americas adding some supply growth. Even if Chinese imports remain this low (which is theoretically possible if Beijing is also allowing some slow drawdown of strategic stocks), commercial stocks will plummet to tank bottoms once the SPR releases run out. This is particularly true as restoring flows and production will take months and seasonally stronger demand will kick in, especially as the current price set is not incentivising any material drop in demand. Prices will have to do the work to balance the market."

[⚜️☪️Michael Debreda de la Rocha⚜️☪️ @MikeDebreda]

$EONR

Rumour running around...

"Some company commentary and peer data suggest stronger wells can hit 700–900 BOPD initially, with conservative averages around 400 BOPD"

[Mark @Mark4XX]

DOUG CASEY'S NEXT BIG WIN: OIL STOCKS POISED FOR A RUNAWAY BULL MARKET

Legendary investor Doug Casey has identified a sector that the market has almost completely forgotten. Oil stocks trade at valuations that would have seemed impossible just a few years ago, yet they come with solid cash flows and attractive yields. With political tensions in the Middle East refusing to cool, this forgotten corner of the market may be about to wake up in dramatic fashion.

THE HISTORICAL COLLAPSE IN ATTENTION
➡️ In 1980, during the last major oil market peak, oil and natural gas stocks made up 30 percent of the S&P 500.
➡️ Today that weighting has fallen all the way to just 4 percent.
➡️ Investors have turned their backs on the entire sector.

THE ATTRACTIVE FUNDAMENTALS TODAY
➡️ Oil has reached what Casey describes as a new equilibrium level around 95 dollars per barrel.
➡️ Production costs for the industry sit near 60 dollars.
➡️ This spread allows producers to generate strong returns at current prices.

THE GEOPOLITICAL TAILWIND
➡️ The conflict between Iran and Israel shows no signs of ending.
➡️ Casey puts it bluntly: "This thing with Iran and Israel ain't going to go away."
➡️ He believes oil prices are going to go higher for political reasons.

THE DIVIDEND AND VALUATION EDGE
➡️ Most oil stocks offer fat dividend yields that the market is completely ignoring.
➡️ The sector trades at deeply depressed valuations relative to almost everything else.
➡️ Doug Casey sees this as the setup for a runaway bull market in oil stocks.

THE BOTTOM LINE
Doug Casey sees the oil stocks sector as one of the most compelling opportunities available to investors right now. The extreme underrepresentation in major indices, reliable profitability at current prices, and building pressure from geopolitics create conditions for significant appreciation that the broader market has yet to price in.

Smart money positions itself before the rest of the world wakes up to what is hiding in plain sight.

#OilStocks #DougCasey #EnergyInvesting #OilPrices #Geopolitics #DividendStocks #ContrarianInvesting

[The Spectator Index @spectatorindex]

BREAKING: Sirens sound in northern Israel amid incoming Iranian missile attack

[First Squawk @FirstSquawk]

U.S. ENERGY SECRETARY WRIGHT ANNOUNCED THAT THE U.S. WILL INCREASE THE STRATEGIC PETROLEUM RESERVE BY 40 MILLION BARRELS AFTER THE IRAN CONFLICT ENDS.

[Moon Market @moonmarket]

Post PDT rule change this market has just turned into a full on Casino. This is now just pure gambling. No reason for any moves, random pops and drop, complete chaos.

BE CAREFUL!

[The Hormuz Letter @HormuzLetter]

BREAKING: The US State Department has just issued a security alert for all Middle East countries warning of "potential for hostilities" and instructing US citizens to locate the nearest shelter immediately, after the US has given Iran a new end-of-week deadline of "a deal or a military strike," per Channel 12.

Multiple US air force assets are currently airborne in the region with six C-17 Globemaster aircraft leaving the Middle East toward Europe.

The IRGC says its forces have been placed on full combat alert with units now instructed to "stand ready for immediate execution of orders."