Phil MrOil (@PMroil) header
Phil MrOil (@PMroil) profile picture

Former analyst & PM Oil and Gas advisor. Historian specializing in oil and gas and geopolitical ME affairs. Poli Sci past master.

North America
Joined July 2021
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Why can eastern Canada import 4 million barrels of foreign oil a month that is not “decarbonized” but if Alberta wants a pipeline we must jump through hoops?
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Morgan Stanley’s “fundamental” valuation for $SNAP went from $80 to $7 in 18 months, down 91%. If you ever wondered if any of these stocks (and brokers) are different than sh*tcoins and scammy stock-pump sites, now you know.
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Phil MrOil retweeted
Crude and product stocks are a combined 485 mb below the 5-year average. #JODIData #JODIOil #OOTT #SourceJODI jodidata.org/oil/
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#COM loves Scott Sheffield #Oil #Shale #OOTT #OPEC
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Bottom in. Now have a big position in Bonterra. Every single oil stock I own trades below 2X EV/FFO at year end 2022. They are unloved cause the analysts don’t follow but we’re gonna to well! $BNE.TO and $IPO.TO should move in lockstep now. Same valuation (see my comp post)
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"#Oil is looking to pop towards 90 & maybe through that level". see below SAF Group transcript, many more oil insights in just this one @michaelwmuller reply to @sean_evers. worth listening to his other comments in 30 min @gulf_intel podcast. #OOTT soundcloud.com/user-84653030…
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Happy 46th Birthday US SPR (Strategic Petroleum Reserves) President Ford signed the Energy Policy & Conservation Act (EPCA) on December 22, 1975. It calls for building a reserve of up to one billion barrels of oil. #Oil #OOTT #Oil_History
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For those not near their laptop, @EIAgov weekly #Oil #Gasoline #Distillates inventory as of Dec 17 just released. Prior to release, WTI was $71.41. #OOTT ir.eia.gov/wpsr/overview.pdf
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Did You Know: EVs require using 500% more critical minerals per vehicle than conventional cars? IEA estimates current plans for EVs along with wind/solar, require a 300% - 4000% increase in global mining to obtain the necessary minerals. Energy Transition Needs Oil & Gas!
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Saudi Arabia said global oil production could drop 30% by the end of the decade due to falling investment in fossil fuels trib.al/u4MGJhM
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