Discover and read the best of Twitter Threads about #OilandGas

Most recents (24)

THREAD 🧵

Africa's Emerging Energy Producers

Significant oil and gas discoveries in Africa could soon see big money coming the continent’s way.

#oilandgas #gas #Africa #energy
Africa already boasts major producers like Nigeria, Algeria and Libya. But new players are poised to join the party.

#oilandgas #Oil #Africa #Europe #Nigeria #Algeria #Libya
Senegal’s potential is huge. It recently found reserves of more than 1bn barrels of oil and 40tn cubic feet of gas.

#Oil #Senegal #oilandgas #Africa
Read 10 tweets
Ian Affleck for Croplife Canada forgets what #CEPA stands for & makes a case for pesticide manufacturers, commodification of food, reduced environmental & human protections. #dckurek more of a comment than a question guy simping for #BigAg #oilandgas 🧵 parlvu.parl.gc.ca/Harmony/en/Pow…
Increased yields do not equate increased nutrition. Increased yields, increased profits? #volume
The fact that GoC wants more agricultural/water monitoring is consistent w academic research showing harm to aquatic species, bodies of water, whole ecosystems canada.ca/en/health-cana… ImageImage
So many substances are not removed from use because agricultural lobbyists keep asking for delays. That's not science, that's lobbying. ImageImage
Read 5 tweets
1/9 $PANR $PTHRF #Alaska #Oilandgas
My 2 cents.
Interesting last few days with the "shorts," fake documents, FUD, accusations of #fraud and a comment "too good to be true." IMHO, The Pantheon discoveries are too enormous to fail." Pantheon has followed industry practices 100%. SPE (Society of Petroleum E...Image
2/9 👉Perfect location, TAPS, State Lands, etc etc etc. Just suppose a Large Independent(s) or a Major(s) is looking at Pantheon, and they are, does anyone honestly think the professional staff of any of those companies would for one minute care about the assessments of a ...
3/9 non-industry group like Muddy Waters? Would ExxonMobil's exploration and development departments resort to Muddy Waters, and others, to arrive at an investment decision in Pantheon? Would ConocoPhillips Alaska? No way, nada, and never !! When Pantheon opens their Data Room,
Read 9 tweets
1/4 #Oilandgas #gas ASX Announcement ASX: $IVZ OTCQB: $IVCTF 14 November 2022 Mukuyu-1 drilling update – Total Depth reached with additional zones of elevated gas and fluorescence 📈
Announcement Link: invictusenergy.com/wp-content/upl…
HIGHLIGHTS
• Total Depth of 3,618mMD reached
2/4 • Multiple zones encountered with fluorescence and elevated gas shows (up to 135 times
above background levels) in Upper Angwa primary target
• Working conventional hydrocarbon system confirmed in Cabora Bassa Basin
3/4 • Preparing to run wireline logging tools to evaluate multiple zones of interest.
Additional information at: reddit.com/r/invictusener…
Read 4 tweets
A 🧵of new reports before #COP27

🇪🇬 @UNFCCC #NDCs synthesis report
🌍 @UNEP #EmissionsGap report
⚠️@WMO Greenhouse Gas Bulletin
🪫@IEA World Energy Outlook
📋@ClimateActionTr #StateOfClimateAction
🌡️@IISD_Energy Navigating Energy Transitions
⚕️@LancetCountdown #LancetClimate22
2/9 🇪🇬@UNFCCC #NDCs synthesis report:
📈The combined climate pledges of 193 Parties under the #ParisAgreement could put the world on track for around 2.5°C of warming by 2030.

💥#LossAndDamage escalates with with every increment of global warming💥

🔗unfccc.int/news/climate-p…
3/9 See also @WRIClimate state of #NDCs report.

🔗wri.org/research/state…
Read 9 tweets
For the first time in its history, the @IEA sees #fossilfuel demand peaking across all of its projections including the “business as usual” (STEPS) scenario. What does it mean for geoeconomics & geopolitics of the global #energytransition? A🧵1/13 iea.org/reports/world-…
The dependency on #fossilfules is a risk to economic resilience & energy security inherent to the currently dominant economic models. High #coal, #oil and #gas prices have knock-on effects beyond energy systems reliability & fuel the global #polycrisis. 2/13
#EU, #UK, #Japan and others embedded a fatal vulnerability into their growth models as they bet on boosting #gas intensity of their economies post Global #Oilcrisis in the 1970s. Now they are forced to pay a high price for this oversight. 3/13
Read 14 tweets
.@ABDanielleSmith's #RStarScam pet Kris Kinnear is pushing #RoyaltyBunk:

"These benchmarks combined have made capital availability to #oilandgas producers next to extinct."

In reality, it's lack of profit in #abpoli o&g since '09 & insolvency since '05:

saenetwork.ca/royal-line-of-… Image
Accidental truth:

"a co’s income changing month-month...is affected as much if not [>prices+demand than] by production decline + operational failure."

See:
economicsfromthetopdown.com/2022/02/10/a-c…
+
economicsfromthetopdown.com/2022/09/24/how…
More accidental truth:

"In a price environment such as Western #cdnpoli’s [in 2021],for many #abpoli #oilandgas producers...“breakeven”now either requires low capital ops yielding production increase, or requires a significant commodity price increase."
[i.e. they're #insolvent]
Read 6 tweets
“The #oilandgas industry...has never been a free-market capitalistic enterprise. #JohnDRockefeller built his oil empire on the legendary monopolistic fraud, deception, & anticompetitive conspiracies of #StandardOil.” #abpoli
(Black /Internal Combustion/ St. Martin’s 2006:p.271)
In 1938, Standard Oil interests organized AB's first o&g regulator. Its first order of business was strangling local production, which it halved--sparking the creation of a Royal Commission into AB oil.

The 1940 report,drafted by chief justice of AB's supreme court is brilliant.
"The [1940 McGillivray] Commission’s review & findings regarding conservation...emerged from the only substantive provincial review of the Conservation Board that has ever been undertaken."

(Breen /Alberta’s Petroleum Industry & the Conservation Board/ UofA + ERCB 1993:p.172)
Read 9 tweets
'“#RStarScam is a pilot project that incentivizes [sic--fully/doubly subsidies] the clean-up & reclamation of #oilandgas wells,& in doing so, it creates a royalty credit for future @abpoli drilling [& related #UnfundedOilfieldCleanup]” #ableg energy minister.@PeterGuthrie99 said'
Read 8 tweets
1/ Little energy pf weekend update: Now sitting at roughly 78% #uranium and 22% #oilandgas. 12 u names and 4 O&G names. Pf leverage is 19%, toward the high end for me but not all in.
2/ #oilandgas names by pf %: $ITE 7.4%, $ROK 5.8%, $PTAL 4.9%, $GTE 4.2%
3/ #uranium names by pf % : $U.UN 20.1%, $UEC 9.9%, $DNN 8.6%, $EU 6.5%, $GLO 6.1%, $NXE 5.7%, $URG 5.2%, $FIND 4.8%, $LEU 4%, $92E 3%, $CVVUF 2.1%, $GXU 1.5%
Read 4 tweets
This is an ominously disappointed signal from .@RachelNotley's .@abndpcaucus.

In a previous life, Hirsch was think-tanker attacking .@ParklandInst researchers & offering apologetics for deficit-creating royalty cuts...(CH 22/4/95:A5)

#ableg #abpoli #RedWater #Spyglass #Trident
Despite admitting he doesn't understand bank-originated money/credit, Hirsch was at.@atbfinancial when they tanked #RedWater 7 days after Notley elected.

ATB then tanked #Spyglass in the middle of the NDP's royalty review.

ATB welcomed .@jkenney to office by tanking #Trident...
Those 3 co's represent a very sizeable proportion of the Orphan Well Association's current inventory.

That photo of Notley + Hirsch + Phillips signals something very disappointing about #abpoli's #ableg opposition & the complete lack of an alternative for AB #oilandgas policy.
Read 4 tweets
1/7
A 🧵...cause I'm getting worried...

It's noteworthy that this @Sprott offering, so germane to the current #ESG zeitgeist, was cancelled. Market sentiment + a general lack of knowledge due to institutional collapse threatens us all.

#BatteryMetals Image
🧵2/7

The total annihilation of the #MSM lies at the heart of resource ignorance. @RealClearNews makes an effort, but it's difficult to think outside your tribe if you don't already possess general knowledge about natural resources.

🧵 3/7

The average person is informed by #MSM who takes its cue from #politicians who are strong on virtue signalling and weak on policymaking.

Clean air and extra 💸 in your bank account - who wouldn't like that? Sign me up @JustinTrudeau ! 👇

Read 8 tweets
In the last 16 months we’ve experienced a heat dome, an atmospheric river, and record breaking wildfires and droughts.

At the same time the @bcndp meets with #oilandgas lobbyists as often as 80 times a month. 1/ #bcpoli #ClimateEmergency
The @bcndp don’t just meet with oil and gas lobbyists. They’re embedded right into their party. They aren’t just acquaintances, they aren’t just friends. They’re family. 2/ #bcpoli
This government’s regular political pundit Moe Sihota is a lobbyist for Woodfibre LNG. The Minister of Health’s former Chief of Staff and the Minister of Jobs’ former campaign manager, Stephen Howard, is a fossil fuel lobbyist. 3/ #bcpoli
Read 7 tweets
Let's set the record straight about @AngeliqueAshby @AshbyForSenate's #lies and disinformation campaign against @CA_DaveJones:
1. Taking away #Medicare (FALSE): Dave is endorsed by @CalNurses, the leading advocate for #MedicareForAll for ALL Californians.
@AngeliqueAshby @AshbyForSenate @CA_DaveJones @CalNurses 2. Raising car insurance rates (FALSE): Dave saved #California consumers and businesses over $3.11 billion in premiums, by regulating rates for auto, homeowners, and other property and casualty insurance.
@AngeliqueAshby @AshbyForSenate @CA_DaveJones @CalNurses 3. Sued by wildfire victims for failing to protect them from out-of-state insurers - The case was filed by two Sonoma County residents in 2018 and ultimately dismissed as "moot" by the Superior Court of #California, as well as the First District Court of Appeals, in 2020.
Read 8 tweets
Could we see a NYMEX natural gas price spike this winter? The U.S. just might not be able to rely on 'cheap' Canada natgas imports w/ western CDN storage near record lows (at only 71% full).

A thread on CDN natural gas dynamics #AECO #oilandgas #LNG #alberta Image
A number of issues why CDN natgas storage is low, but we've already begun to see a reversal, with AECO difs improving dramatically over the last week (now at US$2.50/mcf). Last time storage was at current levels, the differential went on to reach $0.50/mcf a year later; 2/ #NYMEX Image
Despite CDN natural gas producing at record levels (17.2 bcf/d and ~1 bcf/d higher than last year), maintenance issues and other factors have yet to contribute to higher CDN natgas storage levels; /3 Image
Read 5 tweets
Skoro jeszcze nie ma porozumienia to dlaczego te syjonistyczno 7ydowskie parchy już sobie kłada łapy tam?

chyba coś nie halo

żeby nie było że w innym miejscu jakiś konflikt będzie żeby odciągnąć uwagę od poczynan izraela
Izrael to chyba szuka zaczepki i pretekstu żeby nalozono sankcje na Iran i przeszkodzic w porozumieniu nuklearnym Iran-USA🤔
JEŚLI #Izrael spróbuje odejść z naszymi polami #Libanese #Karish #oilandgas, wszystkie społeczności #Liban będą bronić naszych morskich nieruchomości. NIE #negocjacje morskie na północ od linii 29.

Read 8 tweets
A thread – Our takeaways from the Dallas Fed Energy Survey (and how sentiment has changed from prior surveys)

Costs: Expected Finding & Development costs have slowed. Only 66% of Oil & Gas companies surveyed expect costs to rise (vs 72% last quarter) #oott #WTI #oilgas #invest
A thread –Dallas Fed Energy Survey
The drop in WTI has ‘Company Outlooks’ falling quite hard from prior quarters – with only 39% reporting a better outlook (vs. a high of 82% seeing a positive outlook in 1Q22). #oott #oilandgas #WTI
A thread –Dallas Fed Energy Survey
The Uncertainty Index continues to move higher and now back to levels seen at 2Q20. This ‘uncertainty’ likely keeps upcoming capex budgets muted, putting a lid on new oil and natgas supply for 2023 #oott #WTI #crude
Read 9 tweets
#PreMarketCapsule |26th September, Monday | Edition: 43

In the document ⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis Image
1. Demand Zone 17415 to 17250
2. Initiate short below 17250 only
3. Price trading below TMA is bearish
4. Pullback towards TMA and getting red brick is a good place to go short
#Nifty #nifty50 #NIFTYFUT Image
Read 11 tweets
#oilandgas is the reason for modern human flourishing.
We would not have been able to scale human society to support 7B+ without it
Fiat currencies also contributed to that, as did all modern commerce, trade and economics to this point.
Without those we would not exist as we do
That being said, there is a better alternative measured in human flourishing. Namely #Bitcoin. Decentralization of the money supply inherently requires decentralization of the energy supply, which means a decentralization of the food supply. This is proof of work enacted at scale
The malthusian mantra of eliminating Oil & Gas is not a solution. Pseudo-replacing it with "renewables" is a scam, these all require more input than they output over the lifetime of the tech. Decentralization of the energy supply means growth of #permaculture based bioenergy.
Read 17 tweets
#PreMarketCapsule | 6th September, Tuesday | Edition: 35

In the thread⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
1. Price trading above TMA is bullish
2. Broke out of recent consolidation
3. Near resistance is 18000
4. Support is 17500
#Nifty #nifty50 #NIFTYFUT
Read 11 tweets
#PreMarketCapsule | 5th September, Monday | Edition: 34

In the document ⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
1. The marked zone in 'Green' is Demand Zone for Nifty
2. Price has traded there for more time than expected near the Demand Zone
3. Price trading near the demand zone is a negative sign and may have weakened the zone

#Nifty #nifty50 #NIFTYFUT
Read 10 tweets
Pollution remains unhealthy around #Calgary due to ongoing wildfires in the mountains.

Climate change is real. The fact that events like this happen almost every. single. year. is frightening. What kind of future are we leaving for today’s children?

aqicn.org/station/canada…😬
It is widely understood that wildfires are worsened by climate change.

cbc.ca/kidsnews/post/…
It is widely understood that climate change is worsened by the fossil fuel industry.

It is not widely understood that the fossil fuel industry is heavily subsidized by Canadian Governments.
Read 4 tweets
1. Other than a temporary windfall from high energy prices, "There is nothing that offers hope for the #TrinidadandTobago economy" says @kevinramnarine. He adds that major private sector companies in TT are neither investing nor expanding here.

newsday.co.tt/2022/07/23/imb…
2. It’s now less than 6 weeks until #TrinidadandTobago’s next budget. After 7 years of negative growth, it must be a budget for growth. Negative growth means lower living standards for the people of TT; positive growth raises them.
3. #TrinidadandTobago’s govt should identify the many #oilandgas projects long awaiting a final investment decision & ensure that the budget unlocks them. For years the @TTEnergyChamber has been identifying how this can be done & has been ignored even as production has declined.
Read 6 tweets
#TrinidadandTobago’s @StuartRYoung1 will present with NJ Ayuk next week. Mr Ayuk has recently written “2022 is turning out to be a banner year for the African oil and gas industry” - njayuk.com/2022-is-turnin…. Africa is booming while TT remains in the doldrums due to govt inaction.
More from NJ Ayuk explaining why Africa’s #oilandgas sector is booming. #Trinidad should note that cutting through red tape & introducing savvy fiscal systems are key to attracting investment; investment which leads to increased production & income. njayuk.com/operator-frien…
#TrinidadandTobago’s #oilandgas sector is failing in both these ways. As @kevinramnarine, who eased the doing of business for the sector between 2011 and 2015, explains in the article below the process for approving oil & gas projects is now taking longer. guardian.co.tt/news/is-the-em…
Read 5 tweets

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