Patrick Ferraro

Proud Canadian, University of Western Ontario 🍁 Canadian Energy Investor. #COM

[Patrick Ferraro @PatrickkFerraro]

@JFergistheman Any thoughts on price action Monday morning

[David Burrows @barometerca]

The recent bounce in $USD vs. world currencies has had a dampening effect on some key investment themes. Is it the new reality or is this retracement that is likely to revert? This week we explored the big picture, to weight the probabilities and implications for portfolios.

[Patrick Ferraro @PatrickkFerraro]

https://t.co/oKVXnB7jyN

[Patrick Ferraro @PatrickkFerraro]

@RealPeterLinder Thanks again Peter

[Eric Nuttall @ericnuttall]

What I'm focused on during the worst energy crisis of our lifetimes: https://t.co/nXbm09Q44H

[Patrick Ferraro @PatrickkFerraro]

@trend_bullish

[Patrick Ferraro @PatrickkFerraro]

@RealPeterLinder @zoomer_tate Always Appreciate your thoughts Peter, Im tempted to trim some positions tomorrow morning, what do you think.

[JSG @UndervaluedOnG]

Jeff Currie & @ea_amrita talkin oil

https://t.co/g3Ag7JM8Lr

[Patrick Ferraro @PatrickkFerraro]

@BubleQe @arcresources In your opinion has $ARX been in the penalty box too long ?

[Patrick Ferraro @PatrickkFerraro]

@elonmuskTN 22

[Patrick Ferraro @PatrickkFerraro]

@BeegJj Thanks for all your insight. Go Habs

[MLB Network @MLBNetwork]

To @Joelsherman1, last night's 9-run 6th inning was the perfect example of how the @BlueJays wear down their opponents 🥊

#MLBCentral | #WANTITALL

[Eric Nuttall @ericnuttall]

I've been waiting many years to do this interview. "Phase them out", Bill C69/C59, emissions cap, carbon tax, "no LNG business case" have all prevented foreign investors from buying Canadian energy stocks leading to a political risk discount. No more: https://t.co/4D5SGrKAfG

[Eric Nuttall @ericnuttall]

Have we reached peak bearishness on oil and what is the outlook for energy stocks in 2025? Join us this Thursday at 2pm ET for an "advisor only" webcast in which we will walk through our case for why today's uber degree of pessimism is misplaced. https://t.co/JapZboEH4l

[Patrick Ferraro @PatrickkFerraro]

@BubleQe Thanks for the great info

[Patrick Ferraro @PatrickkFerraro]

@Michael71718318 Michael I assume your favourite names continue to be $CNQ $SU $TOU $PEY $CVE $ARX.

[The Napster @emmpeethree]

Ninepoint Energy Fund’s top ten holdings and changes as of August 31, 2024:

New to top 10: $NVA.TO
Added: $NVA.TO (+40%) $CNQ $VRN
Held: $CVE.TO $TVE.TO $ARX.TO $MEG.TO $HWX
Decreased: $BTE.TO $PD.TO
No longer in top 10: $PTEN
Cash: 3.10%

#COM #OOTT

[Patrick Ferraro @PatrickkFerraro]

@jim_duffus @Andys05657228 Thanks Duff, For How long has $ENCC been maintaining that divvy ?

[Kpler @Kpler]

Downside awaits for oil prices next year as balances weaken
Our latest analysis reveals a weakening in global #oil balances, primarily driven by downward revisions in Chinese oil demand due to underwhelming economic activity. While we anticipate stronger Asian demand in Q4, an increase in #OPEC+ supply combined with lower global refinery runs is likely to encourage surpluses over the first five months of next year.
On another note, the situation in Libya, where 70% of output is disrupted, may persist longer than the market currently expects. Additionally, the potential for upcoming Fed rate cuts could provide a slight boost to prices in the near term.
Meanwhile, market dynamics are shifting, with Brent backwardation steepening and Dubai's narrowing, driving the Brent-Dubai EFS spread to $3.2/bbl—the highest since October 2023—effectively limiting the West-to-East arbitrage.

Stay tuned for more updates with Kpler Insight: https://t.co/EPhnT1G6y6

#kpler #OilMarket #GlobalDemand

[Energy Aspects @EnergyAspects]

Last week, Jeff Currie, the Chief Strategy Officer of Energy Pathways at global investment firm Carlyle and Non-executive Director at Energy Aspects was on @CNBC speaking about global oil markets.

During this interview, Jeff mentioned an opinion piece he wrote for Energy Aspects, which was available to subscribers last week. You can now download this exclusive content here - https://t.co/jE0XBs0Lmq

#EnergyAspects #Oil #OOTT #Geopolitics #WTI