Murray T

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Murray T

Murray T

@murtro1

B.Comm, CPA Keen interest in energy and how we are transitioning to more green sources.

Katılım Şubat 2009
285 Takip Edilen216 Takipçiler
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Chris Martenson
Chris Martenson@chrismartenson·
Oil executives, analysts, major banks, and even Reuters are now all reporting the same thing: the full impact of the Strait of Hormuz closure has not yet been felt, and it's coming. Expect major price spikes in energy right as the summer driving season is starting and inventory buffers are running out. Folks - this is serious, and you need to be prepared. Full report: peakprosperity.pulse.ly/hypijghskq
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Melissa Mbarki
Melissa Mbarki@MelissaMbarki·
The constraint is infrastructure. Canada does not currently have the pipeline capacity to move Western oil and gas to the Atlantic coast at scale. Nor do we have LNG export terminals on the East Coast. Europe is looking for reliable partners within the OECD. Canada is precisely that. Supplying energy to European allies strengthens transatlantic ties, supports economic resilience and reinforces Canada’s role as a serious country capable of executing large projects. If we do, the outcome is clear. Tens of billions in annual exports, thousands of jobs, stronger public finances and a meaningful role in global energy security. If we do not, the outcome is equally clear. We remain dependent on a single market, continue to accept discounted pricing, and watch others capture an opportunity that was well within our reach. This is not a question of resources. It is a question of resolve.
National Post@nationalpost

Europe is signing long-term LNG deals for reliable supply. Ottawa must build now to unlock tens of billions in exports, writes Bryan Brulotte nationalpost.com/opinion/bryan-…

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PATCH
PATCH@PATCHnHrd·
@Steele_MJ I’m agreeing with Nuttal you moron
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Brad Wall
Brad Wall@BradWall306·
The fact that the central Cdn media do not seem to challenge the Liberals on this objectively, comically and irresponsibly nonsensical claim is sadly - not a great surprise. Please send me some evidence to the contrary and I will share.
Eric Nuttall@ericnuttall

Not a single purchaser of crude oil in the world asks nor cares about the carbon footprint of the barrel, instead is 100% focused on accessibility, affordability, and reliability. I do not see how we overcome this massive misunderstanding which underpins all ongoing negotiations.

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Eric Nuttall
Eric Nuttall@ericnuttall·
Not a single purchaser of crude oil in the world asks nor cares about the carbon footprint of the barrel, instead is 100% focused on accessibility, affordability, and reliability. I do not see how we overcome this massive misunderstanding which underpins all ongoing negotiations.
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Murray T@murtro1·
@RealPeterLinder Successful prediction on Q1 results, poor prediction of effect to stock prices so far.
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Peter Linder
Peter Linder@RealPeterLinder·
Last week I “guaranteed” that $WCP will report very strong Q1 results and strong guidance for rest of 2026, including raising production. Two days ago, I stated the same for $SDE. I was right on both. Now I guarantee the $CJ will do the same tomorrow when they report Q1 results.
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Tracy Shuchart (𝒞𝒽𝒾 )
Tracy Shuchart (𝒞𝒽𝒾 )@chigrl·
Is not front month crude oil prices that should be concerning, it is the backend that has consistantly risen ..the market is telling you higher for longer
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Harrison Ford
Harrison Ford@HarrisonFordLA·
May the fourth be with you
GIF
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Murray T@murtro1·
@DBatDad @RealPeterLinder 1) I’m talking about stops on your S&P holdings. 2) you can enter “market” stops ensuring they get executed but granted might be lower than your stop.
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EDF Hobbies
EDF Hobbies@DBatDad·
@murtro1 @RealPeterLinder What if oil drops fast like it has in the past and stops don't get executed? Those leg downs in oil aren't organic at all
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Peter Linder
Peter Linder@RealPeterLinder·
If the Strait of Hormuz remains closed for another few weeks, WTI will exceed $125, causing worldwide recession and strongly rising inflation, ie stagnation. This in turn will cause major corrections is most stock markets. My investment strategy still: 50% oil stocks, 50% cash.
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Murray T
Murray T@murtro1·
@BNNBloomberg are you sure Andrew Bell has to retire? Friday he retired. Monday BNN “Gold is at forty five thousand dollars a barrel”. 🤔
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Murray T
Murray T@murtro1·
@MPelletierCIO @BNNBloomberg Good stuff - one other point when comparing to Norway is that Norway invest 100% outside of the country. That’s a huge difference vs Canadas levered debt fund.
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Peter Linder
Peter Linder@RealPeterLinder·
@joeblough1970 Nothing wrong with hedging when oil or gas prices are very elevated. $PEY made a great living out of aggressively hedging their gas production.
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Peter Linder
Peter Linder@RealPeterLinder·
Hot off the press on $WCP’s Q1 results by National Bank. As shown below, I guaranteed and fortunately I was right, that $WCP’s Q1 results, in every metric will beat street’s expectations.
Peter Linder tweet media
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BOE Report
BOE Report@BOEReport·
Whitecap reports record first quarter 2026 production and increases 2026 production guidance dlvr.it/TSHlXv
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Martin Pelletier
Martin Pelletier@MPelletierCIO·
We blew out our entire client position in $ARX today as deal risk. Bad luck timing on announcement by Shell and separately, Mark Carney.
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Gavin
Gavin@GavMcCracken·
The market is forward looking. That's why it can price in $NVDA forward GPU sales at 10% of global GDP, but it can't price in the world's largest oil supply shock in history (on a % normalized basis). Oil, simply just isn't important for the economy. Nothing is made from it.
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Murray T
Murray T@murtro1·
Lessons hard learned - the market can remain irrational longer than you can remain solvent.
Eric Nuttall@ericnuttall

The question I'm asking in every call with advisors is "when will the $#%@ hit the fan?" for that is when the gap between the physical and financial oil markets collapses. The answer comes down to physical shortages. Starting now in Asia, soon in Europe, and the "battle for the barrel" will too draw down US oil/product inventories lifting price (without an export ban). Every generalist seems to think oil falls back to "normal" when SofH opens...but what they are missing is that it will take years to refill depleted SPR and already-low product inventories (ie. higher floor price going forward). For many of us, the apathy/delusion in the broader market is truly spectacular, and is in my opinion offering a tremendous opportunity with several oil producers trading at 15%+ free cashflow yields at our $80WTI 2027 base case. Reality should begin to hit in the coming weeks.

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JSG
JSG@UndervaluedOnG·
Gap up open tonight and WTI closes red tomorrow, right?
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Martin Pelletier
Martin Pelletier@MPelletierCIO·
Let’s do less of the I’m right and you’re wrong and instead encourage multiple different views. That is what makes this platform so special and why governments want to shut it down. @elonmusk
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Keşfet

@PATCHnHrd @Steele_MJ @RealPeterLinder @DBatDad @BNNBloomberg @MPelletierCIO @joeblough1970 @elonmusk