Dad_of_three#1

Follower of Christ, dad of 3, husband, country proud

[The Great Martis @great_martis]

A major, pivotal turning point is approaching for oil.

This disruption is set to last for years and will steer global economies toward the rare phenomenon of stagflation.

Oil is not the only commodity about to ignite inflation.

The current, insignificant ebbs and flows are just part of a much larger process that is fermenting.

This not good; this very bad.

For one's private perusal..

Enjoy.

[HFI Research @HFI_Research]

Oh and not to be overly obvious but we are lower than any point in 2022.

And in 2022, we were in the $90-$120 range.

[Dad_of_three#1 @Dadofthree132]

Refund products just getting smoked!

[Patrick De Haan @GasBuddyGuy]

EIA, week ending 7/31
Crude oil: +2.5M
Domestic prod: 13.804MMbpd
Cushing: +2.4M
Gasoline: -1.6M
Mogas supplied: 9.031MMbpd
Distillates: -3.5M
Refiner utilz: 96.5%
Ref inputs: 17.381MMbpd
Total exports: 11.562MMbpd
#oil #eia #gas

[*Walter Bloomberg @DeItaone]

IRAN WAR WIPES OUT 2.6B BARRELS OF OIL SUPPLY

Saudi Aramco CEO Amin Nasser said the Iran war has removed 2.6 billion barrels of crude from global supply.

Traffic through the Strait of Hormuz has fallen to just 10% of pre-war levels, with more than 100 million barrels of supply lost for every week the route remains closed.

Even if Hormuz reopened today, rebuilding global oil inventories could take up to 18 months.

Nasser also warned that any major refinery outages would further tighten energy markets, where refining capacity is already stretched.

[DeepValue Signals @DVSignals]

Oil gets smashed but $SGY just keeps surging; up almost 5%

A quality Canadian oil producer that keeps delivering. Q1 production averaged 23,893 boe/d, with 89% liquids, while adjusted funds flow came in at C$70.9 million. It also keeps paying a C$0.52 annual dividend, backed by a relatively low payout ratio...

The chart is doing what you want to see: holding its rising channel and pushing back toward the highs despite oil weakness. Quality names separate themselves when the tape gets ugly...

[Bullish Trend @trend_bullish]

$SGY.TO TP 13.50$

[Bullish Trend @trend_bullish]

Dan Payne on $SGY.TO Surge Energy

He maintained his "outperform" (buy) and $13.50 target after the earnings release. (
"A solid foundation of returns has been established through the strength of its execution across its assets, and which should continue to suggest value through a sound total return proposition; SGY is poised for a 20% return profile (vs. peers 15%) on a leverage of 0.1x (vs. peers o.1x), while trading at a 2027e EV/DACF of 3.1x (VS. peers 3.2x)," he wrote.

[Dad_of_three#1 @Dadofthree132]

@Plooke2026 @KramerKarma1 The difference between the two

[Dad_of_three#1 @Dadofthree132]

$SGY / $SGY.TO just reported strong Q2, adjusted funds flow jumped 26% year-over-year to $91.5 million, net income more than doubled to $69.4 million, and they generated solid free cash flow while paying down debt and buying back shares. I’m a very happy share holder! #COM

[Dad_of_three#1 @Dadofthree132]

@Plooke2026 @KramerKarma1 Yeah I listened to the call as well and heard that. It was confusing the way it was explained, but I would say this. They have always done share compensation, now with the buy back, they are buying aprox 6 million shares/year. So they are saying the decrease in shares is..

[Dad_of_three#1 @Dadofthree132]

@KramerKarma1 Debt free would be nice but has never been the plan. They will pay the unsecured convertible debentures off when they come due in 2028. Yes the divy is nice and if WTI remains above $80 I think we will see an increase in 2027. Ncib consistent at $5 mil/month, which is great!

[Dad_of_three#1 @Dadofthree132]

https://t.co/sJzSnbEaRt

[HFI Research @HFI_Research]

EIA reported -7.2 million bbls for commercial.

Total crude draw of ~11 million bbls.

[Captain Foresight @CaptnForesight]

Staggering collapse in crude inventory.

[Patrick De Haan @GasBuddyGuy]

EIA, week ending 7/24
Crude oil: -7.2M
Domestic prod: 13.796MMbpd
Cushing: -0.8M
Gasoline: +0.0M
Mogas supplied: 9.041MMbpd
Distillates: +1.1M
Refiner utilz: 97.2%
Ref inputs: 17.518MMbpd
Total exports: 11.530MMbpd
#oil #eia #gas

[Dad_of_three#1 @Dadofthree132]

Excited to get $SGY / $SGY.TO Q2 results today. Typically they release after market close. Expecting record FCF and great results from the drill in Sparky and SE Sask! #COM #OOTT #EFT #OIL

[Dad_of_three#1 @Dadofthree132]

Another big draw, 7 million barrels of crude gone! #COM #OOTT #API

[Julianne Geiger @JuliOnTwtr]

🚨🚨CORRECTED!!!

API Inventory Moves 07/28/26

Crude -3.3 million
Gasoline +918,000
Distillates +355,000
Cushing -273,000

SPR actual -3.7 million
Thank you @ArathySom
#oott #crudeoil #gasoline #API

[Dad_of_three#1 @Dadofthree132]

$SGY / $SGY.TO

[Bullish Trend @trend_bullish]

Surge Energy (TSX: SGY) is widely viewed as a compelling buy, backed by a consensus "Strong Buy" rating from Wall Street analysts. The stock holds an average 12-month price target near C$13.19, pointing to an approximate 30% upside from its current trading level of roughly C$10.02.

[Adelaide Capital @adelaide_cap]

📣 Mark your calendars for a live investor update with $SGY!

President & CEO Paul Colborne and Chief Operating Officer Murray Bye will discuss the Company’s Q2 2026 results, operational performance, and priorities moving forward, followed by a live Q&A.

📅 Thursday, July 30
⏰ 1:00 p.m. ET
🔗 RSVP today: https://t.co/57tmPzFz8W

$SGYEF | #SurgeEnergy #EnergyInvesting #EarningsCall #InvestorRelations

[Mario Nawfal @MarioNawfal]

🚨🇸🇦 🇺🇸BREAKING: A tanker was struck by a missile in the Red Sea off Saudi Arabia, the first hull hit since the Houthi blockade began, as Ansarullah readies a statement.

-A tanker was struck by a missile off al-Shuqaiq on Saudi Arabia's Red Sea coast

-Yemen's Houthis (Ansarullah) are set to release a statement on a recent military operation, which could claim this strike

-It follows the group's declared naval blockade of Saudi Arabia and the three Saudi crude tankers that already made U-turns in the Red Sea this week

-The Bab el-Mandeb route is Saudi Arabia's main alternative to Hormuz, meaning both of the kingdom's sea exits are now under fire

The strike lands right on top of Trump's newest threat.

Hours ago he promised to "bomb and destroy" an Iranian bridge or power plant for every ship attacked in Hormuz, and warned that if the Houthis actually close Bab el-Mandeb, "we take care of it."

Now a tanker burns off the Saudi coast on the Red Sea side, testing whether that formula extends to the second chokepoint or stops at the strait.

Source: @officialrnintel / Writer: Daniel