EnergyCynic (@EnergyCynic) / X

EnergyCynic

24.2K posts

EnergyCynic

@EnergyCynic

Energy investor most of career. Not investment advice. RTs not endorsements.

Houston, TX

Joined February 2019

Pinned
EnergyCynic
@EnergyCynic
Oct 11, 2023
And just like that the father and the son rode off into the sunset No need for all the analysis and pieces on consolidation, blah blah blah This was all the father doing a final favor for the son as shale enters it’s slow painful decline Son and done $PXD
GIF
David Wethe
@DavidWethe
Oct 11, 2023
Exxon is in talks to pay more than $250 a share for Pioneer Natural Resources bloomberg.com/news/articles/… via @markets
193K
EnergyCynic
@EnergyCynic
Mar 19, 2023
Janet Yellen admitted to Congress that SHE and other government officials determine which banks are systemic, and which are not. Below are the entities that paid her over $7MM in “speaking fees” before her time at Treasury. Banana Republic stuff. @DoombergT
306K
EnergyCynic
@EnergyCynic
May 23, 2024
5% interest rates are healthy and the economy is slowly working out malinvestment at these levels
143K
EnergyCynic
@EnergyCynic
Apr 2, 2023
OPEC+ is in the driver seat again Welcome to the defining feature of the future of the oil market While bullish oil, it’s bearish developed markets who are fighting inflation One could suspect if you wanted to crush the West geopolitically - you’d keep the heat on inflation
113K
EnergyCynic
@EnergyCynic
Jun 21, 2023
The Biden administration is actively pushing to have our adversaries (Iran, VZ, etc) produce more oil to keep a lid on pricing while never once reaching out constructively or supportively to the US oil industry or other oil producing friends. Seriously messed up.
GIF
63K
EnergyCynic
@EnergyCynic
Sep 5, 2025
Reminder that oil today at $62 is an inflation adjusted $45 in 2015 The fact that the US shalebros just plowed away the best US resources at these prices will be looked back at with shame No one believes your IRRs; the proof (or lack thereof) is in the equity values
Giovanni Staunovo🛢
@staunovo
Sep 5, 2025
US oil rigs +2 to 414 Baker Hughes #oott
60K
EnergyCynic
@EnergyCynic
Nov 3, 2023
Remember when we had to pretend renewables made money and everyone was going to be driving an EV in 5 years Outright shamed if you challenged those assertions Good times
28K
EnergyCynic
@EnergyCynic
Jan 31, 2025
I believe 3 things have kept inflation in check the last 20 years: - Free trade/foreign labor and goods - Immigration/growing labor force - Cheap energy due to plentiful shale - Lack of DM growth All of those are looking shaky. Position accordingly. Inflation is coming.
59K
EnergyCynic
@EnergyCynic
Oct 1, 2025
Bottom
zerohedge
@zerohedge
Oct 1, 2025
Cramer: "I've sold everything oil and gas"
26K
EnergyCynic
@EnergyCynic
May 3, 2023
So on oil - Demand is strong - OPEC cutting big - US rolling over - SPR possible refill But people are worried because - Algos brought WTI -$4 correlated perfectly with US bank selloff Ok
59K
EnergyCynic
@EnergyCynic
Nov 7, 2023
Rig counts coming down even with oil at $80 Middle East instability Russia sanctions eventually going to bite Demand is fine, world will always revert to growth EV adoption slowing OPEC+ backstopping market SPR needs a refill Miss anything?
59K
EnergyCynic
@EnergyCynic
Aug 9, 2023
Careful now
45K
EnergyCynic
@EnergyCynic
Jun 27, 2023
This publication is at serious risk of long term irrelevance, it’s becoming a parody of a news source like NPR
Bloomberg Energy
@BloombergNRG
Jun 27, 2023
Extreme weather is causing havoc on the US power grid. And natural gas is largely to blame. This is why trib.al/6uC8rDH
54K
EnergyCynic
@EnergyCynic
Jun 8, 2023
So Saudis do voluntary cut of 1 MMbbl/d and then later in the week we have leaks of US working on 1 MMbbl/d of sanctions relief for Iran Saudis will be furious Subverting our alliances and strengthening our enemies for cheaper gas/political points
69K