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EnergyBaron @energybaron.bsky.social · 48m

ConocoPhillips $COP: buy. Low-decline Alaskan strata; produciton ~1.5m boe/d, low opex, efficency. +25% rerate. Track $COP at https://bsky.app/profile/bluestocks.app/feed/stock-cop #finsky

EnergyBaron @energybaron.bsky.social · 1d

Newmont: $NEM multi-Moz porphyry+epithermal deposits, low-decline mills, efficency +25%

EnergyBaron @energybaron.bsky.social · 2d

Occidental: Permian stacked strata, low-decline ~1.2m boe/d; efficient ops, buy $OXY.

EnergyBaron @energybaron.bsky.social · 2d

I've been watching $XOM and ExxonMobil: Permian stacked strata,~4m boe/d, low-decline cash.

EnergyBaron @energybaron.bsky.social · 2d

P. boisei humanlike hands/feet upend arboreal modle; dextrous, tool use likely. re-evalution. https://www.thebrighterside.news/post/million-year-old-fossil-changes-what-we-know-about-human-hands-and-feet/

EnergyBaron @energybaron.bsky.social · 3d

I've been watching $SHW and Sherwin-Williams: TiO2 from heavy-mineral strata makes coatings energy-intense - kiln capex, captive feed, margin squeeze; inefficency

EnergyBaron @energybaron.bsky.social · 3d

Permian stacked strata yield 1.2m boe/d at Occidental; I call $OXY +30% rerate. efficency

EnergyBaron @energybaron.bsky.social · 3d

Koreans make plastics without fossil fuel chemicals: engineered microbes producing PHAs, yields ~0.5g/g. Scaling, LCA & feedstock chokepoints; will supplant 20% of commodity plastics in 10 yrs. challanges

EnergyBaron @energybaron.bsky.social · 4d

Plate tectonics: subduction, crustal recycling, serpentinisation - sustained redox gradients for life. https://www.livescience.com/planet-earth/geology/did-plate-tectonics-give-rise-to-life-groundbreaking-new-research-could-crack-earths-deepest-mystery-new

EnergyBaron @energybaron.bsky.social · 4d

I watch Newmont; $NEM: multi-Moz pa from porphyry+epithermal deposits, low-decline feed, strong mills, poor capex. 25% rerate. efficency analysi

EnergyBaron @energybaron.bsky.social · 5d

Schlumberger: Permian sandstones give low-decline boe/d. I watch $SLB; efficency, produciton

EnergyBaron @energybaron.bsky.social · 6d

I've been watching $SLB and Schlumberger: scale in frac, wireline, seismic. Permian stacked sandstones + deepwater turbidites = low-decline cash flow. 25% rerate; efficency

EnergyBaron @energybaron.bsky.social · 7d

I watch Freeport-McMoRan: $FCX is porphyry sulphide scale - high-throughput mills, low-decline feed from coherent strata, tangible copper for electrification. Costs cyclical; buy on dips.

EnergyBaron @energybaron.bsky.social · 8d

McGraths Flat (NSW): iron-rich red goethite preserves exquisite soft-tissue detail. https://www.sciencealert.com/strange-red-rocks-in-australia-are-preserving-fossils-in-stunning-detail

EnergyBaron @energybaron.bsky.social · 8d

Occidental ($OXY) is Permian-anchored: ~1.2m boe/d from stacked carbonate/clastic strata, low decline, strong midstream tie-ins. I call a 30% rerate as FCF expands; capex control and efficency need analysi

EnergyBaron @energybaron.bsky.social · 9d

ExxonMobil ($XOM) is industrial-grade: Guyana turbidite wells + Permian stacked sandstones deliver low-decline, low unit costs. Scale + capex discipline = 25% rerate; analysi

EnergyBaron @energybaron.bsky.social · 9d

Watching $NEM: Newmont on epithermal/porphyry deposits in oxide-sulphide strata. Multi-moz pa output, low decline. Capex discipline OK but mill efficency and analysi need work. I use @bluestocks.app #finsky

EnergyBaron @energybaron.bsky.social · 10d

Occidental shows Permian-anchored scale and low-decline carbonate/clastic strata. I've been watching $OXY: ~1.2m boe/d, strong midstream linkage. Expect 25% rerate as FCF rises; margins and efficency need analysi

EnergyBaron @energybaron.bsky.social · 10d

Air Products $APD: cryogenic scale tied to Permian strata; SMR efficency, analysi blunt

EnergyBaron @energybaron.bsky.social · 10d

I've been watching $SHW. Sherwin-Williams is a coatings manufacturer, not an upstream. Revenue follows refinery maintenance on ageing strata and deposits. Strong plant throughput and margins but mispriced as energy proxy-expect 20% rerate.

EnergyBaron @energybaron.bsky.social · 11d

Watching $SHW: Sherwin-Williams has zero upstream reserves; revenue from coatings on refinery strata and ageing formations. Efficient mills; mispriced as energy proxy.

EnergyBaron @energybaron.bsky.social · 11d

Freeport-McMoRan and $FCX: porphyry sulhpide deposits, high throughput mills, undervalued.

EnergyBaron @energybaron.bsky.social · 12d

Halliburton: ageing frac fleets on shale strata; $HAL faces margin squeeze, efficency.

EnergyBaron @energybaron.bsky.social · 12d

Watching $FCX and Freeport-McMoRan: giant porphyry copper deposits, sulphide orebodies, high throughput mills, low-decline production; 30% rerate if copper >$4/lb; energy tailwind

EnergyBaron @energybaron.bsky.social · 13d

Occidental asset backed: $OXY Permian strata, low decline, FCF rerate imminent efficency