EnergyCynic

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

Complacency is setting in. Oil traders are acting like nothing can jolt the market, which is usually when something does. bloomberg.com/news/articles/… #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket

We do not believe the current level of activity can be sustained without a larger impact on U.S. production. ~ Patterson 2Q25 call. #ofs #oott $PTEN

Honestly oil guys how are we feeling about 47? He has hammered our industry, grown the debt and deficit, not ended any wars, kept Iranian oil flowing, not gotten any rate cuts, launched an unnecessary trade war (embarrassingly backed down after realizing China had “the cards”)…

Number of active oil rigs in U.S. stands at 422 and has fallen for 15 consecutive weeks per ⁦@bakerhughesco⁩ ⁦@DataArbor⁩

Russian official: Ukrainian drones target oil depot south of the Black Sea #OOTT

Ukrainian official: Russia targets Odesa port on the Black Sea

Trump is so focused on gasoline prices, which are flat over 30 years. Meanwhile electricity prices go up 10-20% every years. NEED TO GET THE COST OF ELECTRICITY DOWN DONALD

Explosions have been reported tonight at fuel depots, oil refineries, and other infrastructure sites within Adler and Sochi in Southern Russia, during an ongoing large-scale drone attack by Ukraine.

"We believe if oil directed activity does not recover from current levels, we will likely see a larger negative impact on U.S. oil production than we have seen so far" ~ Patterson $PTEN #OOTT

Good thing we don't use steel or aluminum here!

Looks like it won't be as difficult for Kazakhstan to comply with their OPEC+ quota as they thought.....

My humble suggestion:

RTS: "Foreign oil tankers are being temporarily barred from loading at Russia's main Black Sea ports following new regulations, two industry sources said on Wednesday, effectively blocking exports from Kazakhstan handled largely by a consortium partly owned by U.S. energy majors"

Cracks are the signal, dismiss the noise

This is getting sad cc @energy @SecretaryWright

Called it US weekly oil production negative on y/y basis this week for first time since 2021 Drill Baby Drill is a myth @SecretaryWright @ENERGY

US #DOE stocks for week ending 7/18/2025 #oott #EIA Crude : -3.2MM bbls Gasoline : -1.7 Distillate : +2.9 Cushing : +0.5 Crude ex-SPR : -3.4 SPR : 0.2 drawdown

EIA (wk ending 18 July) Crude: -3.169M Cushing: 0.455M Gasoline: -1.738M Distillates: 2.931M

US implied oil demand (product supplied) in mbpd - EIA #oott

Iran Claims It "Intercepted US Destroyer" in the Gulf of Oman, According to IRIB