James Stuart
@JamesJstuartb
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None of my posts are investment advice. Nothing posted should be taken seriously. Focus is on REITS, Banks, Pipes, rails. Delete tweets often.
Joined April 2015
$tou.to $arx.to
CARNEY: "By 2030, Canada will produce 50 million tonnes of LNG each year, all of which will be destined for Asian markets."
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$tou.to $arx.to
Shell sees natural gas demand rapidly rising into the 2040s under a scenario of robust economic growth 📈📈📈 "With coal use decreasing across Asia before 2030, natural gas takes on a transitional role in the scenario for Asia until around 2045"
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Take note
this is pretty big >>> ⚠️Harold Hamm to Halt Drilling in Bakken Shale on Lower Oil Prices Harold Hamm, the billionaire wildcatter who helped kick off the US shale oil revolution, said he’s about to shut down drilling in North Dakota’s Bakken for the first time in decades
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The federal Transport Minister is mad that the federal Transport Minister did not fix our many port issues 🤔 https://t.co/hCiLrNEjMy
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$AMZN AMAZON HAS STRUCK A DEAL WITH RIO TINTO TO USE COPPER FROM AN ARIZONA MINE IN US DATA CENTERS.
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$TOU Tourmaline Oil - Another inside buy of 1,000 shares for $59,230. Ms. Angevine is a Corporate Director. She also serves on the board of Advantage Energy Ltd. and Ero Copper Corp.
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$cnq.to $arx.to $wcp.to $tou.to $tpz.to
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@EnergyCynic Hopefully, a kick in the ass for the sector. There is no time to sit around and wait for $70 WTI to deal, Tier 1 Permian exhaustion is coming like a freight train.
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In 2025, only the Delaware basin showed growth in L-48 onshore crude oil production with all other 6 major areas in decline! Further inventory degradation + lower rig and frac spread counts + high shale decline rates = potentially lower production in all 8 areas in 2026. 🛢💰
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AltaGas opened Canada’s first propane export terminal in Prince Rupert, B.C. in 2019, but only began shipping to China last April. It now supplies 6% of China’s propane imports. It also makes up 14% of South Korea’s and 11% of Japan’s LPG imports. https://t.co/tHLLtD36vU
boereport.com
CALGARY - Canadian energy infrastructure company AltaGas Ltd. says it's been able to seize a meaningful foothold in the Chinese propane market in less than a year and it sees more opportunity ahead....
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#1 Greg Taylor, CIO, Penderfund Capital Mgmt $arx.to $tou.to - most investors are frustrated with the Energy sector in general - Energy should be on everyone's radar - should be starting to look at them - energy stocks, the past few years, have done a good job on the b/s
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Canada, China plot course for more oil, gas and uranium exports Ottawa and Beijing signed an MOU on “strengthening energy co-operation”. Both countries “recognize that conventional energy continues to play an important role in the energy transition”. https://t.co/TaMZghon7N
theglobeandmail.com
Agreement comes amid rising petroleum exports to Canada from China
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Lol
🚨 BREAKING: Donald Trump just fell asleep again during a public meeting. This is who they’re telling us is fit to run the country. Wow.
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Lets go!
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We are now in the early stages of the fourth commodity super-cycle. This cycle is being driven by a perfect storm of factors: the end of the 40-year debt super-cycle, the de-globalization of the world economy, the green energy transition, and the return of great power
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I was told nothing ever happens when it comes to energy markets, mark it here
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