Sankey Research @crudegusher Twitter profile

Last Seen Profiles

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@jeffcup

@Nekozaki_150

@DPS_iDOL

@SerialDesiN25

@mirage_scan

Sankey Research

@crudegusher

2 years

Shell CEO: this quarter China grew coal production by more than the entirety of Shell’s global energy production. This quarter alone. $SHEL #EnvironmentalJustice

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Sankey Research

@crudegusher

2 years

Breaking: Energy Secretary Granholm on CNBC: “there’s 400 million barrels per day in the Strategic Petroleum Reserve”; calls for common sense. Sankey sez “the only barrier of entry to being an oil analyst is units”

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Sankey Research

@crudegusher

2 years

Fox News: Judge reinstates Obama-era ban on coal sales from federal land. Almost half the nation’s annual coal production is mined by private companies from leases on federal land. Industry to appeal. Big winners of energy transition: lawyers

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Sankey Research

@crudegusher

4 years

Here’s a story about the top of the oil bubble. We were hosting our energy conference in Miami May 2008 with oil at $140/bbl and rising in a four year bull run, with oils crushing the market. I was standing at the bar in the evening speaking to Valero CEO Bill Klesse...

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Sankey Research

@crudegusher

10 months

Wrote a 1,200 word op-ed for Barron's. Here is the 800 words published. Subscribe to Sankey Research for the missing words, but kudos to the editors, no wonder they work for a top publication. So it was a good, snappy, experience with Barrons. After all, the challenge of Sankey

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Sankey Research

@crudegusher

2 years

Let's go Jamie

Consumers' Research

@ConsumersFirst

2 years

JPMorgan Chase CEO Jamie Dimon confirms that the ESG agenda is hurting the American economy and that MORE oil and natural gas production is needed:

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Sankey Research

@crudegusher

2 years

Post meeting BP/Shell on windfall tax, PM Johnson: "What the country needs is a government that will take a big decision about how to fix our energy supply, and you don't do that simply by clobbering the companies that we need to make investments in our domestic energy security."

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Sankey Research

@crudegusher

2 years

Halliburton's hydraulic fracturing fleet remains sold out and the overall market appears all but sold out for the second half of the year. - CEO Jeff Miller Q1 22 call

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Sankey Research

@crudegusher

2 years

We were going to talk coal… natty… $OXY… War & Peace….

CNBC's Fast Money

@CNBCFastMoney

2 years

The "shocking problem" in oil supply right now. @crudegusher drills into the issues facing the energy market. $WTI

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Sankey Research

@crudegusher

2 years

Paul Sankey says oil could hit 10% of the S&P 500 @CNBC

Paul Sankey says oil could hit 10% of the S&P 500

Paul Sankey, Sankey Research lead analyst, joins 'The Exchange' to discuss Netflix and oil's return outlooks.

www.cnbc.com

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Sankey Research

@crudegusher

3 years

Ole just sent this from Florida

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Sankey Research

@crudegusher

2 years

Hint: oil equity bulls have been waiting for decades for this chart; which happens to be super-bullish for medium term oil prices

The Crude Chronicles

@crudechronicle

2 years

These lines will mean revert one day and when they do, #OFS anyone? #EFT

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Sankey Research

@crudegusher

2 years

#COM

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Sankey Research

@crudegusher

2 years

JP Morgan's $380/bbl oil price case is stupid "My Excel Analysis". IRL at that price, every 2mbbls supertanker cargo costs $760m and so ties up nearly $1bn of working capital for 6 weeks transport. The oil financial system can barely handle $150/bbl, hence that is our upper band.

SeattleSun

@SeattleSun3

2 years

@crudegusher #OOTT

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Sankey Research

@crudegusher

2 years

He makes a key point - and a lot of the demand was subsidized too

Squawk Box

@SquawkCNBC

2 years

"At the end of last year, overall fossil fuels represented 81% of energy consumption. 10 years ago, they were at 82%," says Jeff Currie. "$3.8 trillion of investment in renewables moved fossil fuels from 82% to 81% of the overall energy consumption."

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Sankey Research

@crudegusher

2 years

*BERKSHIRE PROPOSING TO BUY AS MUCH AS 50% OF OCCIDENTAL STOCK We put it very discreetly in the research these past months. He. Could. Go. All. The. Waaaaay.

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Sankey Research

@crudegusher

2 years

It's 5:20am. No coffee yet. You thought you were on at 5:30am, so you scrambled on in a huge rush. Then Brian hits you with a brutal first question: what to expect from the US inventory data released today? Well... um... it was released yesterday...

Paul Sankey says we're on the verge of a historic U.S. oil crisis

Paul Sankey, Lead Analyst at Sankey Research, joins Worldwide Exchange to discuss the emerging crisis in U.S. oil product markets and the battle of demand destruction.

www.cnbc.com

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Sankey Research

@crudegusher

4 years

He never worked again on Wall Street, that guy, as such. You can say he got out at the top, however ignominiously. It was a four year bull run. They all end eventually, right when everyone is bullish at the top.

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Sankey Research

@crudegusher

2 years

I had a call with MbZ," Macron was heard telling Joe Biden at G7. “He told me two things. I'm at a maximum, maximum. This is what he claims. And then he said Saudis can increase by 150(kbd). Maybe a little bit more, but they don't have huge capacities before six months' time”

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Sankey Research

@crudegusher

3 years

Colorado Oil & Gas Association bestowed its first-ever “Extraordinary Customer Award” on The North Face, for abundant use of oil & gas. Building a hangar at Centennial Airport for its private jet fleet, around three-quarters of their products use nylon, polyester & polyurethane."

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Sankey Research

@crudegusher

10 months

See now if you subscribe to Sankey Research you get this stuff hot off the press. I share because you are so generous w your analysis. Thanks!

Jamie Heard

@JamieHeard5

10 months

@crudegusher Paul, have you been keeping this one fresh? I'd imagine it will be an interesting 5 years ahead for this chart.

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Sankey Research

@crudegusher

2 years

It’s coming home

Charles Norton

@charles_norton1

2 years

A $10 billion momentum ETF abt to dump tech for energy in massive rebalancing.

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Sankey Research

@crudegusher

10 months

$CVX $HES $EFT $OOTT here you go @JavierBlas

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Sankey Research

@crudegusher

4 years

I retire @EnronChairman

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Sankey Research

@crudegusher

2 years

NY Post fact check “we don’t burn oil to make electricity,” said Andy Lipow, president of Lipow Oil Associates, a consulting company in Houston, Narrator: “But we do” “New England has burned the most oil to generate electricity in over a decade this winter” - BBG @DoombergT

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Sankey Research

@crudegusher

2 years

Buffett told CNBC's Quick he decided to start buying after reading a transcript of Occidental’s Feb. 25 earnings conference call. “I read every word, and said this is exactly what I would be doing. She’s [CEO Vicki Hollub] running the company the right way.” $OXY

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Sankey Research

@crudegusher

3 years

Here you go #EFT @EnronChairman nobody is paying me for any of this and that’s just fine. Because it’s about love ❤️

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Sankey Research

@crudegusher

2 years

We believe this take is 100% wrong in terms of ICE residual values accelerating the move to EVs. 1) Consumers will be trapped in lower value vehicles, unable to move up the ladder to higher cost EVs 2) As ICE supply becomes more limited, we see consumers continuing trend of...

Cathie Wood

@CathieDWood

2 years

. @ARKInvest has been concerned the impact of declining residual values on the $1+ trillion auto loan market. Most of these loans back gas-powered vehicles. @GuyDealership explains that the crisis is underway. The consumer preference shift toward EVs will exacerbate this crisis.

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@crudegusher

2 years

Sorry if you are getting brutally humped today - chart still looks good to me

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Sankey Research

@crudegusher

3 years

WHITE HOUSE SAYS HAS NOT ASKED U. S. OIL PRODUCERS TO INCREASE OUTPUT - RTRS This is energy policy at its worst @WhiteHouse We need US energy, not coal-fired forced labor solar panels from China. We need consistent strategy for the US oil & gas industry.

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Sankey Research

@crudegusher

3 years

Illegal UK Bitcoin mines steals $20k worth of electricity a month... to make $8k worth of Bitcoin. Works great until you get busted. $BTC. Police seek three suspects: "all English and just looked a bit nerdy and dodgy"

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Sankey Research

@crudegusher

3 years

Spoke to one of Wall Street’s top currency strategists, major bank, major forex player. He said oil price implied by US$ right now $65/bbl; more US$ weakness, you start talking $80. In my experience the great oil price calls are more often made by strategists than barrel counters

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Sankey Research

@crudegusher

2 years

Suggested $XOM point this out. $AAPL gouges you and it’s all made in China w 70% coal

Martin Pelletier

@MPelletierCIO

2 years

This.

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Sankey Research

@crudegusher

2 years

ESG 2.0 is on and it’s been a long road in our research. 80% of solar polysilicon is forced labour coal fired China control. Apple avoids max tax to sell you coal-fired China products with appalling labour & human rights. And you come after the US oil & gas industry? #EFT #OOTT

CNBC

@CNBC

2 years

“I don’t want to be using Chinese platform technologies, Chinese chips, Chinese networks and so forth,” former Google CEO Eric Schmidt says on China, the tech industry and more.

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Sankey Research

@crudegusher

4 years

Shout of for Friday night roll call on CNBC cmon @EnronChairman

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Sankey Research

@crudegusher

8 months

Mark Gongloff on COP28: One could argue that 70,000 people riding airplanes to an oil country on the Arabian Peninsula to talk about climate change feels a bit like staging an AA meeting in a Fort Lauderdale nightclub during Spring Break.

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Sankey Research

@crudegusher

3 years

This is atrociously poor analysis by Cathie Wood. Caveat emptor. Whale oil ran out on lack of whales and the price went higher even as demand collapsed on kerosene substitution. Below, a chart I first published in 2009. Peak market: peak price. Price stays high as market declines

Cathie Wood

@CathieDWood

3 years

The rise in oil prices this year is a function more of supply than demand. At the turn of the 20th century, whale oil faced the same fate and whale oil prices fluctuated dramatically. If @ARKInvest ’s research is correct, oil prices will suffer the same fate as whale oil prices.

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Sankey Research

@crudegusher

2 years

It's the most profitable energy market we've ever seen, says Paul Sankey

Paul Sankey, Sankey Research lead analyst, joins 'Power Lunch' to discuss how to play the rise in energy stocks, if the energy market's profitability is sustainable and more.

www.cnbc.com

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Sankey Research

@crudegusher

2 years

CNBC from studio - first time since 2019?

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Sankey Research

@crudegusher

2 years

Now you know why I normally wet my hair. To avoid the Margaret Thatcher look.

CNBC's Fast Money

@CNBCFastMoney

2 years

"Not seeing much signs of oil demand destruction globally," says @crudegusher He also reveals another pairs trade: $XOM vs. $NVDA

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Sankey Research

@crudegusher

2 years

No hurricanes? Shell: hold my beer *SHELL SHUTS MARS, AMBERJACK OIL PIPES DUE TO LEAK AT FOURCHON *SHELL SHUTS US GULF MARS, URSA, AND OLYMPUS CRUDE FIELDS *CHEVRON SAYS JACK/ST. MALO, TAHITI, AND BIG FOOT FIELDS SHUT

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@crudegusher

2 years

*ARAMCO SURPASSES APPLE AS WORLD'S MOST VALUABLE COMPANY

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Sankey Research

@crudegusher

2 years

Narrator: it ended with oils at 30% of the S&P500

Jawad Mian

@jsmian

2 years

1) I have found it useful to study the Nifty Fifty period and the 1973-1974 bear market, in particular, as it appears to have considerable overlap to the so-called FAANG stocks of today. 🧵

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Sankey Research

@crudegusher

2 years

I said $110-$150 but whatever

Cardy™

@CardyTruster

2 years

@crudegusher on @business on Oil & someone to listen too especially a trade bet on @CNBCFastMoney $AAPL vs $XOM which $XOM greatly outperformed. @gnoble79 @sohaibab9 @SHOPGod2 @AbeEvreniadis @Seawolfcap @notabigdeal111 @ericnuttall $WCP.TO $SU $NNRG.TO $ASEPF $TOU.TO #COM #OIL

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Sankey Research

@crudegusher

3 years

Might be the dumbest bumper sticker I’ve ever seen. And that’s competitive.

Lee 🦅 🇺🇸

@Leerose1985

3 years

Oooof awkward

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Sankey Research

@crudegusher

6 months

We still like the stock

CNBC's Fast Money

@CNBCFastMoney

6 months

"It's such a big win for Diamondback..." @CrudeGusher weighs in on $FANG's takeover of Endeavor Energy Resources and what names in the oil space could be taken out next:

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Sankey Research

@crudegusher

1 year

This tells you that Europe has reached solar & wind saturation; any more investment in the same must face negative summer prices. California is basically the same. The “canyon curve”. Source:

Gerard Reid

@gerardreid14

1 year

Wholesale #Powerprices are even more crazy today…we will see negative prices across all of Europe except for #GB and #Poland . In the #Netherlands power prices are expected to hit -EUR235/MWh, with #Germany at -EUR129/MWh at lunchtime today. This is nuts…

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@crudegusher

3 months

FTC approves ExxonMobil-Pioneer deal… except that guy: WSJ First the shock news… FTC to approve XOM-PXD deal. Then the condition: Pioneer CEO Scott Sheffield cannot join ExxonMobil’s board because of anti-competitive collusion with OPEC. All this is as reported by the Wall

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@crudegusher

2 years

@sohaibab9 Look at the tie I got for my 29th birthday! Perfect with my outfit. It’s so wonderful when Twits become friends! @SadBillAckman @_sem_yyc #EFT #COM

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Sankey Research

@crudegusher

5 months

(BFW) *HESS SHARES DROP -4.6% POSTMARKET AFTER 10-K FILING CVX 10K "Hess and Chevron have been engaged in discussions with Exxon Mobil Corporation and China National Offshore Oil Corporation regarding a right of first refusal provision in the joint operating agreement for the

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Sankey Research

@crudegusher

2 years

Expect muted growth in U.S. natural gas and oil this year, warns Paul Sankey

Sankey Research's Paul Sankey with a strategy for playing energy. With CNBC's Melissa Lee and the Fast Money traders, Dan Nathan, Guy Adami, Tim Seymour and Karen Finerman.

www.cnbc.com

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Sankey Research

@crudegusher

2 years

Back half of the year could be very bullish for oil, says Paul Sankey @CNBC

Back half of the year could be very bullish for oil, says Paul Sankey

Paul Sankey, Sankey Research lead analyst, joins 'Power Lunch' to discuss if the sell-off has been overdone in the oil market, equity plays investors could benefit from and where crude oil prices...

www.cnbc.com

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Sankey Research

@crudegusher

3 years

From client: “You could build 42 Priuses in place of the 60 kWh battery in one BEV. 42 Priuses, reducing GHG emissions by 30% each, have the impact of 12 zero-emission vehicles. So for same resources, same battery cells, do you want the greenhouse-gas reduction of 1 car or 12?”

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@crudegusher

3 years

@FedPorn If you calculate this trade as a $19m loss you are clueless. It's incredible he rode it so hard. Absolutely brilliant trade.

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Sankey Research

@crudegusher

2 years

Elliott Investment Management Sends Letter to the Board of Suncor Energy Inc. $SU Breaking

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@crudegusher

2 years

There may never be another interstate pipeline either at this rate

zerohedge

@zerohedge

2 years

*CHEVRON CEO SAYS MAY NEVER BE ANOTHER REFINERY BUILT IN U.S. and scene

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@crudegusher

2 years

*Arch Resources Declares Dividend of $8.11 >$ARCH Stock is $131 previous dividend was um 25c having been zero from April 2020 to October 2021

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Sankey Research

@crudegusher

10 months

“Jim can I get a photo with a Wall St legend?” “Legendary Wall St funny man!” he replied. (He’s not that small and I’m not that big lol) ⁦ @SquawkStreet ⁩

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@crudegusher

1 year

Oilfield expert? Genuine question: how long does it take to drill a 3 mile lateral these days, best in class. How long does it take to complete? Bonus engineer points: make it easy for me and give ft per day ranges. If you drill too fast, you cause an issue with Q4 budget?

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@crudegusher

2 years

Solar power strong today at Royal Ascot

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@crudegusher

4 years

North Face parent company purchased land at Centennial Airport outside of Denver to build a 53,000 sq ft private jet hangar.

The North Face is the new king of environmental hypocrisy - Washington Examiner

Environmental hypocrisy is nothing new when it comes to politicians and celebrities. Green extremist Al Gore is a hypocritical fraud who famously refuses to practice what he preaches. The former vice...

www.washingtonexaminer.com

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Sankey Research

@crudegusher

2 years

Just hopped into bed when cell phone rang “you’re on as we agreed in 3 minutes Paul” - Asian time zones get me every time

CNBC International

@CNBCi

2 years

Paul Sankey of Sankey Research @crudegusher says he likes oil refining but is less keen on natural gas #stockpicks @streetsignscnbc

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@crudegusher

3 years

Oil is at $75 and this is my boarding area at Heathrow. And it’s September and the UK govt says “no energy crisis”. We all know what that means.

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Sankey Research

@crudegusher

3 years

Texas residents say the temperature on their 'smart' web-connected thermostats were raised to 78 degrees without their permission after the state's electricity operators had warned of another round of power shortages amid a heat wave. - msn

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Sankey Research

@crudegusher

3 years

Wall St chat doing the rounds: SPX closes green after (4%) at intraday lows. Dating back to 1928, (4%) lows to a GREEN CLOSE only happened twice before ... both in October 2008 right after the news of LEH bankruptcy. Oh.

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Sankey Research

@crudegusher

2 years

Panic!

CNBC's Fast Money

@CNBCFastMoney

2 years

Big oil seeing a big selloff today! @crudegusher reacts to the move and explains the oil supply issue.

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@crudegusher

2 years

Market chatter, no Iran deal. Supreme Leader Ayatollah Khamenei reportedly does not want to. That's all she said (Helima).

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@crudegusher

3 years

Tommy Lee @fundstrat with the #EFT love. Thought the group acted great today - oil certainly did - with the market acting 🤢

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@crudegusher

2 years

@remarkablepaper The comments here already put me off with the subscription cost, then you say it is $299 but want $130 for the pen. That turns me right off. Then evidently I want a leather cover - for $150. So its actually like $799 after tax and whatever and I need a subscription and its slow.

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@crudegusher

3 years

This might be my favorite baseball play

Baseball Quotes

@BaseballQuotes1

3 years

On this date in 1974, Lenny Randle was thrown behind, so he dropped a bunt down just to LEVEL the pitcher

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@crudegusher

3 years

From top prop trader, generalist, market is on to you! @SenWarren complained about record natural gas exports in letters to ConocoPhillips, EQT, ExxonMobil, Coterra, BP, Antero, Chesapeake, Ascent, Southwestern, Range, & Occidental. But none of them operate US LNG export plants

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@crudegusher

2 years

Terrifying… chart crime

Art Berman

@aeberman12

2 years

U.S. crude oil + condensate production base declines at 39% per year. This is the natural decline rate if no new wells are drilled. #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

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@crudegusher

2 years

Boris Johnson opens door to UK fracking in response to Ukraine war: FT #EFT @NewsFinOil head to London asap

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@crudegusher

2 years

New York CNN Business — The Biden administration plans to seek bids this fall to buy 60 million barrels of crude oil as the first step in a years-long process aimed at replenishing America’s shrinking emergency oil reserve, an Energy Department official told CNN.

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@crudegusher

2 years

Schlumberger analyst meeting is starting $SLB

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@crudegusher

2 years

Finally can relax! CNBC canned me this pm. Late for my own rrrrroooollll caaal! Happy Friday night it’s a wonderful world enjoy! My son and I share a birthday… he’s 21 this week! Lemonade all round! Share a photo long oils short NASDAQ

Kenny Lay (Parody)

@EnronChairman

2 years

Twitter split the Roll Call tweet into two—video here! Lesgoooo!!

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@crudegusher

3 years

Halliburton shareholders reject executive compensation plan - Reuters News

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@crudegusher

3 years

Friday Night Roll Call! @EnronChairman I gave you and #EFT a huge shout out just now on Yahoo Finance TV at the 5:02 mark.

Yahoo Finance

@YahooFinance

3 years

“The main concern is that we’re lacking in spare capacity at a time where global demand is not only recovering from post COVID, but also, entering into winter and… there’s really a global energy crisis around natural gas,” Sankey Research Lead Analyst @crudegushe says about oil.

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@crudegusher

3 years

Brent June 2022 $125 calls traded 10k times as of 4:50pm London time Tuesday, according to data compiled by Bloomberg. Contracts trade at $0.25, no prior open interest

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@crudegusher

2 years

VLO Reported net income attributable to Valero stockholders of $905 million, or $2.21 per share Adjusted net income attributable to Valero stockholders of $944 million, or $2.31 per share Street $1.65 est, high $1.88

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@crudegusher

2 years

"There's a new S in ESG and that is Security.” Jane Fraser, CEO of Citigroup Underlying message is wokeness cannot be quantified (as in Social being the S in ESG)

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@crudegusher

3 years

This is actually under-stated. But over-due. Oil & Gas industry finally getting better at messaging. Oil & Gas are vital, and no less environmentally damaging than Chinese coal-fired solar panels and steel wind blades. We should maximise the life of existing investment. USA.

Energy Transfer

@EnergyTransfer

3 years

What if the products we rely on just disappeared? Our modern lifestyle would be very different without petroleum products. Check out our new commercial!

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@crudegusher

4 years

Making it simple

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@crudegusher

11 months

True story

INVESTMENT HULK

@INVESTMENTSHULK

11 months

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@crudegusher

3 years

Saudi Arabia sent another bullish jolt into the oil market a day after OPEC+ ignored Biden’s calls for more oil, raising the official selling price (OSP) of all its crudes to all buyers. Increased pricing for key Arab Light December by $1.40 to $2.70. Expectation high was $1. BBG

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@crudegusher

2 years

Understand? Headline: massive cut on day when US inventories draw big before winter

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@crudegusher

2 years

Mexican Spanish for “Irish goodbye”: “Houdini” To leave a party without saying goodbye to the host is known as a ‘French exit’ in the UK, an ‘Irish exit’ in the US, a ‘Polish exit’ in Germany and an ‘English exit’ in France. ABSQUATULATE: (v.) to leave without saying goodbye.

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@crudegusher

3 years

Hearing from a refining guy in Texas that 90% of Permian wells shut? Any chat out there?

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Sankey Research

@crudegusher

3 years

Natgas is red Temperatures are blue We all love @pickeringenergy Riding oil to the moon

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Sankey Research

@crudegusher

2 years

Woot.

CNBC's Fast Money

@CNBCFastMoney

2 years

Oil prices are surging as geopolitical tensions flare – but what's the trade? Paul Sankey of Sankey Research @crudegusher drills down on his strategy.

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Sankey Research

@crudegusher

2 years

The Supreme Court on Thursday ruled the EPA does not have authority to set standards on climate-changing greenhouse gas emissions for existing power plants. The 6-3 ruling said that Congress, not the Environmental Protection Agency, has that power.

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Sankey Research

@crudegusher

1 year

Enjoyed this

Brandon Van Zee

@BrandonVanZee

1 year

🇺🇸 This Jamie Dimon rant is worth a listen $JPM

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Sankey Research

@crudegusher

3 years

Ok mate that’s $1000 💰🔥💰🔥🐍👠😡🤬✊✊👅👁- you need to name a charity for $800 and I Venmo $200 for drinks for the crew. #EFT love you dude. Please keep the educational stuff up. That’s why I followed you.

De La Rosa

@Tejanobrown

3 years

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Sankey Research

@crudegusher

5 months

Had a wee chat with Joe Manchin as pre-highlighted in the weekly video. Really nice - “of course you are more than welcome” when you ask for a selfie? His staff also relaxed. He was there for Interview on @LastCallCNBC with @SullyCNBC that airs this evening. @SullyCNBC kindly

Sankey Research

@crudegusher

5 months

Weekly video from CERA Week Houston - XOM-Hess-Chevron via @YouTube

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Sankey Research

@crudegusher

2 years

... the Tesla fully charged, which is a further negative. At least the cost of renting a Tesla is low now, the same as a small compact ($80/day in NYC) because nobody wants a Tesla. Renting a Tesla is cheaper than an ICE sedan. Even then I wanted the ICE sedan, but none avail

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Sankey Research

@crudegusher

2 years

Refining valuation comparison featuring new addition Vertex $VTNR as well as the old classics $VLO $MPC $PSX $DINO $DK $PBF $CLMT and we love $ADM $DG and of course darling Darling $DAR

Jeff Davies, the Energy OG

@EnergyCredit1

2 years

Who has 2022/23 forward p/e or ebitda multiples for me for the refining group or just a couple names

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Sankey Research

@crudegusher

4 years

The argument? It was over the then-cult natgas stock, EQT. Here’s the punchline. They were both bullish.

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Sankey Research

@crudegusher

3 years

Avoided a direct pair of stocks given the long $XOM short $AAPL and long $EOG short $TSLA trades worked so ridiculously well. @pickeringenergy didn’t mention the $800 GME puts I called you on. Maybe because I can’t remember the tenor on them.

CNBC's Fast Money

@CNBCFastMoney

3 years

"Sell Tesla, buy Exxon." Paul Sankey of Sankey Research made the homerun bet back in August and joins us once again to drill down on his outlook for energy.

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Sankey Research

@crudegusher

2 years

@BullishOnHoney We think California will do the same that it did to its 1980s "all vehicle EVs" mandate. Drop it and not mention it again - it's actually physically impossible to acheive.

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Sankey Research

@crudegusher

3 years

Happy Christmas! It’s Friday night too! Rrrrrrrroll call - made it to London!

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