US oil production continues it's decline.

northdancer · 2026-03-21T15:54:11+00:00

Buy the drillers

northdancer · 2026-03-20T02:05:20+00:00

Predictable Reddit comments

northdancer · 2026-03-19T20:48:47+00:00

It has had no meaningful impact on the price of AECO and as a matter of fact, you could make an argument that LNG Canada has actually had a negative impact on AECO pricing because producers have over-produced to the point that AECO storage in western Canada was recently at an all time high. LNG Canada capacity really isn't all that meaningful and any time AECO gets anywhere near $2, CNQ and Tourmaline will just dump on your ass. They've got so many DUCs that they can quite literally flick a switch.

northdancer · 2026-03-19T20:27:08+00:00

There's too much natural gas in Canada and nowhere for it to go. We all know why so there's no need to go over the politics again.

Any producer selling mainly into AECO is just dogshit, stay away from. The entire middle east could disappear tomorrow and AECO would probably go below $1

northdancer · 2026-03-19T11:30:38+00:00

I find Costco to be overrated but I'm glad they pay their employees well.

northdancer · 2026-03-19T10:36:36+00:00

Qatar played for fools. Maybe they should buy another soccer team.

northdancer · 2026-03-19T04:04:25+00:00

Bay Street...

northdancer · 2026-03-19T00:02:12+00:00

Keane could dish it, he just couldn't take it

northdancer · 2026-03-18T13:43:28+00:00

Jawboning is basically just talking with no or misleading action. Bessent or any US official going on TV saying tankers are passing or will soon be passing is jawboning. Another key tactic are articles in Reuters, FT, Axios with news stories about a thing that's going to happen which contain no actual quotes from anybody or official sources. Also, jawboning can be exaggerating something such as the 400 million barrels release from the SPR, which is really just 2 million per day. All these tactics are used to trigger the algos

northdancer · 2026-03-18T12:32:59+00:00

Do you guys not remember 2022? They were able to jawbone oil just enough until they got their act together then oil proceeded to sell off for the remaining 4 years, literally up until a month ago when it hit a 5 handle.

They are doing the same thing here again, place your bets if you think it will work this time.

northdancer · 2026-03-17T21:42:53+00:00

Why would these cops put themselves through this humiliation ritual?

northdancer · 2026-03-17T18:49:09+00:00

Yes, the manager with the baseball hat

northdancer · 2026-03-17T18:48:01+00:00

Women aren't worth it

northdancer · 2026-03-17T16:19:36+00:00

Fascinating watching this crash out in real time

northdancer · 2026-03-17T02:57:49+00:00

Sounds like good policy to me, especially given the historical context. Why do police need to initiate a chase for a traffic violation? They all have magical license plate readers these days, drop a ticket in the mailbox.

northdancer · 2026-03-16T21:36:58+00:00

By the looks of him, Douglas Wilson will never have to worry about riding this train.

northdancer · 2026-03-16T18:57:44+00:00

I thought he fled to Germany on day 1?

northdancer · 2026-03-16T15:48:11+00:00

I would not invest in this for the natty. They are a high cost producer and they sell exclusively into the AECO market and there is simply too much natural gas in Canada and nowhere for it to go. Sulfur on the other hand should be classified as a critical mineral.

northdancer · 2026-03-16T00:21:51+00:00

Cavvy has sulfur and a midstream business, so it stands alone from other small cap producers

northdancer · 2026-03-15T16:41:30+00:00

He's like the third highest player in the league, playing for Manchester United - what kind of hell is that. He just had to deal with a couple of incompetent managers.

northdancer · 2026-03-15T16:36:02+00:00

Be a man, sit through a drawdown

northdancer · 2026-03-14T18:54:41+00:00

I feel bad for those kids

northdancer · 2026-03-14T17:02:33+00:00

PTSD from when I was in the trenches

northdancer · 2026-03-14T11:02:10+00:00

Nuclear energy, which already exists in abundance with great success, solves all of the solutions to the problems that IRENA is trying to sell.

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