Aaron Smith 🇺🇦🇨🇦
1.9K posts
because they basically spent the whole year just working on stability
Josh Newton@JoshuaNewton
how is the iOS 27 dev beta this stable?!
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@theblueautumn @BizNasty2point0 Andersen's head was in the crease and got hit so....
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Barbashev is a torpedo 🤣. Took Freddy’s head off. Clear goalie interference.
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Aaron Smith 🇺🇦🇨🇦 retweetledi
Alberta's future in Canada is full of opportunity. The choice is ours.👇
Pledge your vote I votetostay.ca
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Aaron Smith 🇺🇦🇨🇦 retweetledi
David Attenborough, 'the voice for nature', has turned 100 years old
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Aaron Smith 🇺🇦🇨🇦 retweetledi
Are they going to release the upstream/ downstream emissions studies? How about the Gender Studies and Intersectionality (GBA+)
laws spelled out in Bill C-69?
CTV News@CTVNews
#BREAKING: Airbus secures 150-plane order with AirAsia in boon for Quebec aviation ctvnews.ca/canada/article…
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Aaron Smith 🇺🇦🇨🇦 retweetledi
Troy Polamalu didn't even let the QB hand the ball off 😂
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Aaron Smith 🇺🇦🇨🇦 retweetledi
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Aaron Smith 🇺🇦🇨🇦 retweetledi
Let's just call it what it is. @MarilynGladuSL is in it for herself. She wants the attention and the chance to be seen as someone who is sitting with the PM. She has no care about her constituents, who BTW have had the Sarnia—Lambton—Bkejwanong riding as a Conservative riding since 2006 and was one which she won (as a Conservative) with 52% of the vote. It needs to be put into law that should you decide to floor cross, a byelection has to be called. Ignoring your democratic obligations to represent your constituents is reprehensible.
Mark Carney@MarkJCarney
At this important moment for our country’s future, Canadians with a broad range of experience and perspectives are uniting to build Canada strong. I am honoured to welcome Marilyn Gladu today as the newest member of this government and our Liberal caucus. In a time of global economic uncertainty, Canada’s success will depend on how we build ambition into progress and strengths into sustained advantage. Marilyn brings the practical, results-driven leadership this effort demands. Having spent decades of her career in engineering and international business, she understands what it takes to create good jobs, strengthen supply chains, and ensure Canadian industry can compete in a rapidly changing global economy. She has been elected by the people of Sarnia—Lambton–Bkejwanong in four straight elections since 2015, and repeatedly earned recognition from colleagues across Parliament for her proven willingness to work constructively across party lines. I’m looking forward to working closely with Marilyn to build a stronger and more independent Canadian economy, meeting the challenges of a changing world with lasting opportunities for all.
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Aaron Smith 🇺🇦🇨🇦 retweetledi
Some kind of “deal” between Iran and the United States is expected to be closed by midnight tonight, regional sources tell CNN, with the source stating that “some good news is expected from both sides soon” and that discussions were steered directly by Pakistan’s Chief of the Army Staff, Field Marshal Asim Munir.
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@rayincognito69 @RazorOil More likely, he and his friends bought call options on oil and are making obscene money playing the news cycle — up and down.
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Some of you have been following me for a long time, and I really appreciate it. As you know, I’ve been following the oil markets for many years and, although far from perfect, I’ve made some good calls along the way. In my view, this is the current situation: Trump likely thinks oil is a homogeneous molecule and probably doesn’t understand hydrocarbon partitioning, chain utilization, allocation to products, material balance, or the fact that it simply isn’t closing. In my opinion, he can’t back away now—his legacy is too important to him and to Bibi. Any TACO scenario here would not only damage Trump’s reputation but also wouldn’t guarantee that Iran stops hijacking ships and disrupting flow through the Strait. Another important angle is that the Arab Gulf countries simply won’t be able to accept this reality or any continuation of the current status quo going forward. Therefore, I think there will be no TACO, and instead we’ll see US boots on the islands in an attempt to secure the energy markets. Trump doesn’t want to do it, but unfortunately, soon enough he will realize that what he didn’t understand in his science class will quickly translate into world leaders pressuring him to take action... 🫡🪒
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@WilliamLaceyYYC @VanIsleInvestor A negotiated settlement to avoid a public dustup over wrongful dismissal. Seems fair to me.
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@VanIsleInvestor Good. It was a ridiculous action for someone who helped steer the company through 2 incredibly tumultuous times (GFC/COVID). I have no issue with this.
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$AC Air Canada CEO adding 7 years for his Options into his dramatic exit from the company.
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@Energy_Tidbits He’s certainly intelligent Dan, but we need to keep in might he has funds to sell. He is not an analyst.
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Overlooked #Oil tanker basic from @ericnuttall as to why it will take months to normalize tanker #Oil #PetroleumProducts volumes from Persian Gulf.
"The process of Strait of Hormuz normalization will be measured in months even when "peace" comes, whatever that may look like. Voyage time to get empty vessels into the Strait and then back to destination points = months. Until then, production losses (now ~11MM Bbl/d) mount, yet safety buffers like unsanctioned oil-on-water and SPR will soon be very inadequate. Physical shortages imminent."
Plus other great reminder points!
#oott
Eric Nuttall@ericnuttall
An incomplete list of what "the day after" will look like and why the US/Iran "excursion" will have a lasting impact on the oil market: 🛢️the process of Strait of Hormuz normalization will be measured in months even when "peace" comes, whatever that may look like. Voyage time to get empty vessels into the Strait and then back to destination points = months. Until then, production losses (now ~11MM Bbl/d) mount, yet safety buffers like unsanctioned oil-on-water and SPR will soon be very inadequate. Physical shortages imminent. 🛢️forecasted Middle Eastern production cumulative losses ~900MM Bbls even with things normalizing in April = death of the Super Glut narrative = baseline reset for balances. Inevitable demand destruction cannot offset 11MM Bbl/d of production losses. 🛢️production coming back online will take months (Kuwait saying 3-4 months, what of Iraq?) + potential for (semi) permanent losses due to reservoir damage 🛢️expected enduring political risk premium of $10/bbl-$20/bbl with new floor price of $70-$80 🛢️what is the value of OPEC spare capacity (all 1.5MM Bbl/of it pre-war) if much of it is vulnerable to a $30,000 drone = increasing strategic value of long-dated reserves in politically stable countries with egress (🇨🇦) 🛢️we already have strategic hoarding and product export bans, expect more countries to build SPRs = future demand 🛢️still TBD damage of many refineries and infrastructure = abnormally high refining margins, plus need to replenish what was already low stock levels
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@BrockWarkentin @RazorOil @BlairKing_ca It’s probably some fiction about a reduced downtime guess from industry by 0.3% or some other BS calc. If it exists - it’s price driven, not govt driven.
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Translation: “We won’t do anything extra, cuz there is nothing we can do, we don’t even have an SPR….but I’ll say bunch of fancy words and use some random number in millions of barrels to sound like we are doing something meaningful to help, but actually don’t , but good job guys….” 😳🪒
Tim Hodgson@timhodgsonmt
Please see my statement below.
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@RazorOil Agree - meaningless word salad meant to deceive.
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@RazorOil @BrockWarkentin @BlairKing_ca NOONE in Canada is doing significant turnaround/scheduled downtime at this time of year - cold weather, less daylight, temperatures, etc.
They’ll be attacking work overs and marginal wells with gusto.
If you’re not, I’d fire you.
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@BlairKing_ca Safety is #1 ; let’s bookmark this chat and revisit if they actually proceed with that…fundamentally I don’t disagree but companies don’t do maintenance for fun.
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