RT

The LNG wave is gonna be incredible. Position yourself accordingly. $TCW

[Spencer Hakimian @SpencerHakimian]

NEW: Trump’s approval rating hits 28%. The lowest for any president in U.S. history.

[The Great Martis @great_martis]

The last time the entire body of a candle closed 10% above the upper monthly Bollinger Bands while the RSI left orbit was just before the Dot-com crash.

Now it’s all about the wait… and this doesn’t end quietly.

To add to the heightened probability of a severe drawdown, the Nasdaq is displaying a majestic ascending broadening pattern.

This could be seen as confirmation of a culminating top.

A tuition fee is due.

The herd continues to accumulate positions at scale, yet such episodes rarely resolve quietly.

Yours truly,
The Great Martis✨

She's Beautiful

[US Homeland Security News @defense_civil25]

🚨Alert: No Deal… yet. Iran denies President Trump's claim of a deal signing tomorrow.

[RT @Rytetz29]

@TeddyGambino @lingyongbaos @John_S_Pierce ☝️☝️☝️☝️

[Teddy “Trican-Jesus” Gambino @TeddyGambino]

@lingyongbaos @John_S_Pierce Power is the gravy. Long the fuck out of natty equities/OFS is the call. Project runway thru mid 2030’s, at least.

[Giovanni Staunovo🛢 @staunovo]

Iran’s military force, the Islamic Revolutionary Guard Corps (IRGC), denied that Iran would sign an agreement with the United States on Sunday and criticized President Donald Trump’s “unusual insistence” on signing the agreement that day.

The IRGC described the timeline as a “test for Iran’s negotiating team” and that Trump’s announcement comes “despite Iranian negotiators explicitly stating that the memorandum has not yet been finalized and that signing on Sunday is definitely not happening.” https://t.co/qrxEYYDn91

[Matt Wilks @K33pFracing]

The reduction in china’s oil imports are the same as the reduction in refined exports.

The impact to total products is still a massive reduction to total supply. It’s neutral to demand.

[RT @Rytetz29]

@TeddyGambino 😞

[Teddy “Trican-Jesus” Gambino @TeddyGambino]

@Nick_duCat While the sheeple chased Space-X yest, most important news was Exxon sizing up their next merger deal. Let idiots chase overvalued crap, I’m still adding $TCW at 1.2X sales.

[RT @Rytetz29]

@VanIsleInvestor Hmmm….. 🤔

[Vancouver Island Guy 🌊 @VanIsleInvestor]

$CFW Calfrac Well Service - Sale of 20,429,212 shares for approx. $133,811,338

Any ideas on who bought them ?

[RT @Rytetz29]

@6ixbuzztv Thank your Liberal neighbours for voting them in.

[Teddy “Trican-Jesus” Gambino @TeddyGambino]

$XOM

If Exxon going hunting, $WDS, $STOSF -non/US, cleanest fit domestic is $FANG.

Outside the box, $EXE.

Don’t think anyone else domestic would be a good fit or sizable enough to make a dent.

[Teddy “Trican-Jesus” Gambino @TeddyGambino]

U.S. Frac Spread Count Data made available by Primary Vision

+2 192 w/w

+10 y/y

Pretty much full Ute https://t.co/IjNOxvp96a

[The Energy Realist @EnergyRealist25]

$ACDC $LBRT $PTEN $PUMP

JPMorgan:

Rising completions intensity requires "20%-30% more equipment per spread with active fleet demand rising and total horsepower demand climbing through 2026"

OFS one of the few things that probably does well with or without Hormuz 🤷‍♂️

[LNG QE 🇨🇦 @BubleQe]

🇨🇦👇

[Shubham Garg @WhiteTundraSG]

Almost 6000 DUC wells completed over the last 6 years have supported US shale production growth + plateau, and are now completely exhausted!

Remaining DUC's are active stock related to rigs currently drilling + uneconomic wells = much harder for future 🇺🇲 production growth. 🛢💰

[RBN Energy (A Novi Labs Company) @RBNEnergy]

Three new U.S. LNG projects have reached a positive final investment decision this year: Venture Global’s CP2 Phase 2, Caturus’s Commonwealth LNG, and now, most recently, Delfin Midstream’s Delfin LNG, which will be the U.S.’s first floating LNG project.

https://t.co/qzk5snAUQG

[Bloomberg @business]

Shell is preparing to launch a sale of its offshore wind farms in the oil major’s latest move away from renewable energy to focus on its higher-returning fossil fuel business. https://t.co/HciathD4ni