I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://xitter.cf/t.co/wrIfEj0SjH This is not an offer or solicitation. Caveat emptor

Houston, TX
Joined April 2009
Apparently Saudi oil infrastructure was being attacked while the news was reporting "peace talks".
Saudi Arabia has contained a fire at it's export terminal in Ras Tanura in the Persian Gulf following an attack. - Bloomberg
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Its going to be ok. Except for solar. I don't make the rules.
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Oil "expert" predicting a super glut, forecasting $50 oil
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"that seems high" - oil analyst at a bank, wrong on 8/10 of their last calls
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"the sign says 'spell'? It should say sell" - geopolitical analyst who flew to Saudi Arabia in the middle of a war, missing the airport bombing by 40 minutes
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“You Can See Everything.” …Except where reliable energy was supposed to come from.
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Photo from meeting in Iran today (From left to right) Ibrahim Kalın, Turkey’s intelligence chief. Prince Khalid bin Salman, Saudi Arabia’s defense minister. Mohsen Rezaei, Iran’s Supreme National Security Council secretary. Field Marshal Asim Munir, Pakistan’s army chief. (Behind them: Ali Khamenei Ruhollah Khomeini and Mojtaba Khamenei)
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Josh Young retweeted
Replying to @JoshYoung
You’re demonstrating it in my portfolio. Just awesome!🥂
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Possible fire or emergency flaring at Saudi ARAMCO Rabigh Refining and Petrochemical Company, Al-Makkah Province, Saudi Arabia. Unusually high-intensity thermal hits detected across the facility on NASA FIRMS imagery, 26 October 2026 (VIIRS 10:09, 11:04 and 10:43 UTC; MTG/FCI 04:37 to 14:07 UTC). New thermal hit without evident smoke spreading is also visible on Zoom Earth since 25 October, 21:30 UTC. Unconfirmed footage reportedly showing a possible fire or flaring in Rabigh today. C: 22°42'36.59"N 39°01'51.80"E
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Fire detected on ship hit by Iran 🇮🇷 TODAY 80 km off Kuwait 🇰🇼, 90 off Iraq 🇮🇶 Basra at 29.0964, 49.1818
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UKMTO reports this vessel fire
Vessel on fire in the Strait of Hormuz reported by UKMTO
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Josh Young retweeted
I'm demonstrating this in real time on Bison Insights. Come see for yourself. bisoninsights.info/subscribe
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Josh Young retweeted
I shared some ad hoc perspectives on the election results and oil & gas mergers live this morning on Bison Insights. Don't miss it!
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I shared some ad hoc perspectives on the election results and oil & gas mergers live this morning on Bison Insights. Don't miss it!
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Brazil stocks down 28% pre-market $ewz
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I'm joining The Morning Show shortly to chat about the oil market and oil & gas stocks: xitter.cf/i/broadcasts/1lJQRWMLg…
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$50 billion merger of US natural gas producers $EQT and $RRC this morning
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Apparently it's Merger Monday, with Logan and Ovintiv tying up too in a $1.26 billion deal
Ovintiv has agreed to acquire Logan Energy for an enterprise value of ~C$1.26B including net debt, adding to its Montney position $OVV $LGN.NE
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Josh Young retweeted
Facing Into the Storm: Investing in Small Cap Oil & gas Stocks Keynote presentation for the LD Micro Main Event Conference
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