Canadian Oil Bull

Bullish on Canadian oil & gas. Focused on cash flow, growth, and long-term total returns. Following the data—not the headlines. $CVE.TO

[Canadian Oil Bull @cdnenerg]

@JasonOnTheDrums @MarcNixon24 Mark Carney is running the show. Let’s look at the record:

• Technical recession
• No comprehensive U.S. trade deal
• 50% U.S. tariffs on Canadian steel
• Billions in Canadian goods hit by 50% tariffs
• Caved to Trump on the Gordie Howe Bridge deal
• “Elbows up”

[Canadian Oil Bull @cdnenerg]

@Babyraper88 @PierrePoilievre Mark Carney is running the show. Let’s look at the record:

• Technical recession
• No comprehensive U.S. trade deal
• 50% U.S. tariffs on Canadian steel
• Billions in Canadian goods hit by 50% tariffs
• Caved to Trump on the Gordie Howe Bridge deal
• “Elbows up”

[Canadian Oil Bull @cdnenerg]

@garquake @PierrePoilievre Mark Carney is running the show. Let’s look at the record:

• Technical recession
• No comprehensive U.S. trade deal
• 50% U.S. tariffs on Canadian steel
• Billions in Canadian goods hit by 50% tariffs
• Caved to Trump on the Gordie Howe Bridge deal
• “Elbows up”

[Canadian Oil Bull @cdnenerg]

@BamdadAriya @PierrePoilievre @naz8nin @PahlaviReza I’ve noticed a pattern with the radical left: always “we.” You don’t speak for the majority, and you don’t speak for minorities. You speak for your own radical left-wing ideology.

[Jeffrey Currie 🆔++ @CommodMkt]

All systems go. This is spot on. In addition, Brent is sitting on the 100 day moving average after crossing the 50 and 200 day. Sentiment has shifted. The Munificent 7 are trading at or near ATHs. Gold, silver, BTC, copper all trading extremely well. Its HALO (hard assets local operations)!

[Bullish Trend @trend_bullish]

Cenovus, still early

[Canadian Oil Bull @cdnenerg]

@VanIsleInvestor I went all in on https://t.co/is2qEp1M7m. CVE is the only oil company that I own.

[Bullish Trend @trend_bullish]

$CVE.TO 🔥🔥🔥

[Canadian Oil Bull @cdnenerg]

@WhalerJonah @Steelhorseowner @elonmusk Christ’s truth

[Canadian Oil Bull @cdnenerg]

@mario4thenorth Does anyone have the YouTube link to this?

[Mario Zelaya @mario4thenorth]

WOW. 🤯

Stephen Harper blames Kory Teneycke for no longer being Prime Minister.

“This is a major reason why I’m no longer Prime Minister of Canada”

“One of my former Communications Director got this bright idea…got a dormant television license. Got a big backer. And he would set up a Fox News north…”

“He went out & he hired, virtually all center of right journalists in the country.”

“He hired them all, then promptly went bankrupt. And then I went right into a campaign with virtually no right of center journalists in any outlet in the country.”

“In Canada…every network is MSNBC. They’re all MSNBC”

I take back what I said about Kingmaker.

I now think he’s a King slayer.

Harper said it himself.

And he wants us to get rid of Pierre?

I don’t think so. I’m good.

[Jeffrey Currie 🆔++ @CommodMkt]

The global oil market is increasingly defined by rotating bottlenecks. The latest @IEA Oil Market Report is further evidence of it.

Inventory buffers are rapidly depleting, but that isn’t the whole picture. The bigger issue is what has been required to keep an aging and increasingly dysfunctional system functioning, and the additional pressure a number of flashpoints have placed upon it.

The Strait of Hormuz remains heavily constrained. The Bab el-Mandeb adds another pressure point, whilst Ukraine continues to hit Russian refineries deep inside its territory. More recently,  attacks across the Black Sea and the Caspian have impacted product, adding another bottleneck to the picture.

Solve one bottleneck and the pressure simply moves elsewhere.

Since the US-Iran conflict began, the world has been drawing heavily on inventories while governments have used strategic reserves to bridge the gap between physical supply and demand. It’s a playbook that dates back to the George H.W. Bush administration: release inventories, reassure the market, wait for the supply to return.

That is the abundance illusion in practice.

We’re consuming the insurance policy rather than rebuilding the physical capacity that made it necessary.

Eventually the market stops asking how much oil is theoretically available and starts asking how much can actually be produced, refined, transported and delivered.

That is the point where the illusion becomes reality.

[Bullish Trend @trend_bullish]

Cenovus🔥

[Jeff Evely - the Magnanimous GenX'er Male @JeffEvely]

I just became a huge Stockwell Day fan.

Why don't currently-serving "Conservative" MPs talk like this?

Cowardice.

[Canadian Oil Bull @cdnenerg]

@BrandonWealth https://t.co/LQdUH2KRZX. https://t.co/n18ZEVvWUI has the elite balance sheet and longer track record, but CVE has outperformed over the past five years and still offers more upside. It has yet to receive the valuation re-rating it deserves.

[Eric Nuttall @ericnuttall]

The day after:

[Canadian Oil Bull @cdnenerg]

@PierrePoilievre You have a beautiful family, Pierre. Enjoy your time with them, you deserve it. God bless you all.

[Canadian Oil Bull @cdnenerg]

@peepeeLEpuke @PierrePoilievre Technical recession. Trump’s tariffs. No deal. Gordie Howe revenue sharing. So much for “elbows up.” Defend that record instead of attacking Conservatives.

[Josh Young @JoshYoung]

Oil investor monitoring the situation