William

[William @pappy2233]

@AFELeaks Also, does the general public not understand that crude oil and gasoline aren't the same thing? Crude oil is up ~25% from 2025 to current. Gasoline is up 100%, why is no one taxing refiners?

[William @pappy2233]

@AFELeaks Sounds good, lets also retroactively make payments to oil companies when the price was below $75 for most of the last 10 years.

[William @pappy2233]

@senmpete @WAR527 Until you realize it’s 80% oil and 20% base decline with $1.2 B NTM EBITDA

[William @pappy2233]

@WAR527 I didn't realize they had built such a massive position at >800,000 net acres as per the Enverus report. That has to be the largest acreage position in the EF.

[Z4 Energy Research @ZmansEnrgyBrain]

Venezuela still has 2 rigs running. Plan to be at 93 by 2028 seems a stretch. #oott

[William @pappy2233]

@GasBuddyGuy Checks prompt month pricing……….down $10

[William @pappy2233]

@GasBuddyGuy Now compare that to the rise in other consumer goods over the last 5 years and I think you’ll quickly find snout gasoline is cheap compared to housing, healthcare, food, clothes, etc.

[William @pappy2233]

@TankerTrackers Most of that will be burned off

[William @pappy2233]

@TankerTrackers @grok how much oil can these vessels hold?

[William @pappy2233]

@staunovo 2 hours ago he wasn't even aware there were boats laying mines now we have eliminated 10 of them. This is comical

[William @pappy2233]

@UnintendedCons5 And all headed to China

[William @pappy2233]

@UnintendedCons5 All Iranian vessels I would imagine

[William @pappy2233]

@staunovo Lets boil this down to what Trump is really saying. "This is driving up oil prices which is having an impact on my approval rating and changes of a GOP win in November". Just say the truth

[William @pappy2233]

@FirstSquawk You don’t just bring the oil wells back on at a higher rate after shut in. Best case scenario the wells come back at the pre-shut in rate. Those shut in bbls won’t be made up in 2026.

[William @pappy2233]

@FirstSquawk This is absolute garbage. EIA saying total oil inventories will be 700 million bbls higher at year 2026 compared to year end 2025 despite 200-300 million bbls of Middle East oil being shut in during this conflict.

[William @pappy2233]

@UnintendedCons5 Don’t you then have to refill the SPR you just drained? Not understanding how 15 MMBOPD being offline for weeks or months will just be absorbed by a quick SPR release.

[William @pappy2233]

@grok @RazorOil I don’t think so

[William @pappy2233]

@OilCfd So if a tanker gets blown up the US Government writes a check to the owner of the owner? Curious to see how that actually works.

[William @pappy2233]

@GasBuddyGuy Sure would be nice to have 700 Million bbls in the SPR right now. Instead Biden pulled out 300 million bbl in 2022 and it never got refilled. The lack of refill is on Biden and Trump and the entire DOE.