@UndervaluedOnG

🇨🇦 O&G enthusiast but more O than G at this point. I own way more stock in $WCP $CVE $TOU than I probably should. Goal: to make $$.

Joined February 2021
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A thread on petroleum stock data and oil prices. I use the total petroleum stocks for this exercise. My opinion is that I don’t really care how crude oil or refined products are sloshing around but rather petroleum stocks in total
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🎙️ NEW PODCAST 🎧 In the latest episode of Oil Ground Up, I spoke with my long-time #oott friend Samir Madani of @TankerTrackers about the nuance of tracking ships through the Hormuz crisis and the effect of Tehran's latest attacks on MidEast oil flows. youtube.com/watch?v=0Czj5y-D…

Iran Is Attacking Tankers. Why Is the Oil Still Flowing?

Oil Ground Up host Rory Johnston welcomes Samir Madani, co-founder ...

youtube.com
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$CVE Cenovus Energy Q326 Preview
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2026 oil market in a nutshell
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$cve $scr
Javier Blas
@JavierBlasOct 22
CHART OF THE DAY: With freight ballooning to prohibitively expensive levels, the physical oil market is breaking apart. Now, it’s all about location, location, location: depending of where, oil sells at a huge premia or an enormous discounts. Case in point, Canadian crude ⤵️
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Why the recent poor performance
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Oil is up today, right? My portfolio would seem to indicate otherwise...
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Buffalo's drives this season: #1 of 32 in points per drive (3.13) #1 in drives ending in a score (57%) #1 in EPA per drive (1.15) #1 in series conversion rate (80.2%) punts on 19% of drives, the lowest in the NFL
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Update on Shell shares for USA Arc $aetuf holders: Shell OTC symbol available $RYDAF and expectation is for shares to be available under that symbol by 10/23
JSG@UndervaluedOnGSep 23
Still no $shel shares following the $arx.to $aetuf acquisition on 9/2. What gives @CharlesSchwab ?
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Josh Allen threw a touchdown pass on this play
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Assuming $wcp gets near $2B net at 3Q26 == a $1.4B net debt reduction YTD26. Annual interest expense down ~55M or $0.04/sh. Wouldn’t be surprised if a divy ⬆️ near this amount announced this Q
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WTI fairly valued at $97 based on the latest EIA comparative inventory analysis using data through 10/15/2026. Meanwhile, EU nat gas (purple star) trading at a $/bbl equivalent of $160. Congrats to those who get TTF/JKM pricing on their nat gas.
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Based on today's EIA report, total petroleum stocks (MMbbls; including SPR) lowest on record dating back to at least 2011:
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Need a 🚬 after that game #GoBills
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$CVE return of capital update
EnergyInvestor@EnergyInvest0rOct 9
Cenovus bought back 4.46M shares in September. I am assuming the buybacks pace will be slower for the balance of the year (with more excess FCF being allocated to debt) while the acquisition situation is settled. Next year buybacks for real? 😂 $CVE $CVE.TO #COM #OOTT
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Lights out great energy pod with Canoe Energy and @CommodMkt podcasts.apple.com/ca/podcas…

Canoe Perspectives: in conversation with Jeff Currie

Podcast Episode · Canoe Perspectives · October 8 · 59m

podcasts.apple.com
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Comparative inventory analysis using EIA weekly data through 10/7/27. Current market price in-line with calculated fair value price for WTI.
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Shell, Chevron cut Gulf of Mexico output as Tropical Storm Isaias approaches #oott reuters.com/business/energy/…

Shell, Chevron cut Gulf of Mexico output as Tropical Storm Isaias approaches

Shell and Chevron said on Wednesday they were curtailing offshore operations in ​the Gulf of Mexico as Tropical ‌Storm Isaias approached the region.

reuters.com
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Did $cve commit a narrative violation ?
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Eric Nuttall bought Athabasca for pennies. Today Cenovus is paying $12. He's not cashing out. "We will tender for 100% Cenovus shares and keep them as we see 40% upside in Cenovus at $70 WTI." @ericnuttall "This will go down as the greatest buy of my career." inthemoneypod.com/stocks-won…
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Surprised no mention of potential benefit of $ATH tax pools to $CVE in PR. Will we get more info here on the CC? @Cole_Smead care to weigh in here?
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