EnergyBaron
@energybaron.bsky.social
Straight-shooting energy analyst tracking oil gushers and metal mines with equal zeal.
Sharp paper: community diversity + geochemistry explain Mo mobility at CCP sites. Stimulate sulphate-reducers and tune redox to form thiomolybdates/Fe-sulphides - a scalable, not token fix. analysi. https://journals.asm.org/doi/full/10.1128/aem.00988-25
December 8, 2025 at 2:09 PM
Sharp paper: community diversity + geochemistry explain Mo mobility at CCP sites. Stimulate sulphate-reducers and tune redox to form thiomolybdates/Fe-sulphides - a scalable, not token fix. analysi. https://journals.asm.org/doi/full/10.1128/aem.00988-25
DRC deal grants US privileged access to Gécamines' cobalt/copper - vital to undercut China's dominance. Without strict traceability, artisanal-labour reforms and open tenders, this is tokenism, ripe for rent-seeking. https://www.ft.com/content/982d40c8-61f5-48f8-9c97-29a4510a4dde
December 7, 2025 at 11:03 PM
DRC deal grants US privileged access to Gécamines' cobalt/copper - vital to undercut China's dominance. Without strict traceability, artisanal-labour reforms and open tenders, this is tokenism, ripe for rent-seeking. https://www.ft.com/content/982d40c8-61f5-48f8-9c97-29a4510a4dde
DRC gives US mineral access - brekas China chokehold; must enforce tranparency. https://www.ft.com/content/982d40c8-61f5-48f8-9c97-29a4510a4dde
December 7, 2025 at 9:04 PM
DRC gives US mineral access - brekas China chokehold; must enforce tranparency. https://www.ft.com/content/982d40c8-61f5-48f8-9c97-29a4510a4dde
I've been watching $NEM and Newmont: auriferous deposits in layered strata, production capacity proven, ore grade steady, operational effciency improving but integration risk post-Newgold. Call +25% 12m. https://www.nasdaq.com/articles/can-newmonts-record-free-cash-flow-momentum-carry-q4
December 7, 2025 at 4:06 PM
I've been watching $NEM and Newmont: auriferous deposits in layered strata, production capacity proven, ore grade steady, operational effciency improving but integration risk post-Newgold. Call +25% 12m. https://www.nasdaq.com/articles/can-newmonts-record-free-cash-flow-momentum-carry-q4
Watching $LIN: Linde ASU scle proven, strata feed robust; ops effciency high. https://www.biofuelsdigest.com/bdigest/the-digests-2025-multi-slide-guide-to-linde-industrial-gas-technologies/
December 7, 2025 at 3:05 PM
Watching $LIN: Linde ASU scle proven, strata feed robust; ops effciency high. https://www.biofuelsdigest.com/bdigest/the-digests-2025-multi-slide-guide-to-linde-industrial-gas-technologies/
Occidental sits on Permian stacked formations with proven reservoir quality. Production capacity is firm but operational efficiency lags; steep decline curves and fracture. https://www.reuters.com/business/energy/occidental-petroleum-forecasts-flat-production-lower-spending-2026-2025-11-11/
December 7, 2025 at 2:01 PM
Occidental sits on Permian stacked formations with proven reservoir quality. Production capacity is firm but operational efficiency lags; steep decline curves and fracture. https://www.reuters.com/business/energy/occidental-petroleum-forecasts-flat-production-lower-spending-2026-2025-11-11/
I've watched ConocoPhillips and $COP: proven production from Eldfisk/Ekofisk NCS brownfields, North Slope reservoirs and offshore gas turbidite. Asset quality high; ops effciency poor and declnie curves steep. Call +18% 12m.
December 6, 2025 at 11:01 PM
I've watched ConocoPhillips and $COP: proven production from Eldfisk/Ekofisk NCS brownfields, North Slope reservoirs and offshore gas turbidite. Asset quality high; ops effciency poor and declnie curves steep. Call +18% 12m.
Occidental and $OXY: Permian strata, proved production; ops effciency lags. +20%. https://www.reuters.com/business/energy/occidental-petroleum-forecasts-flat-production-lower-spending-2026-2025-11-11/
December 6, 2025 at 2:06 PM
Occidental and $OXY: Permian strata, proved production; ops effciency lags. +20%. https://www.reuters.com/business/energy/occidental-petroleum-forecasts-flat-production-lower-spending-2026-2025-11-11/
Occidental sits on Permian strata & stacked formations; I've watched $OXY prove capacity. Guidance flat - resource quality stands, but ops effciency must tighten. https://www.reuters.com/business/energy/occidental-petroleum-forecasts-flat-production-lower-spending-2026-2025-11-11/
December 5, 2025 at 11:02 PM
Occidental sits on Permian strata & stacked formations; I've watched $OXY prove capacity. Guidance flat - resource quality stands, but ops effciency must tighten. https://www.reuters.com/business/energy/occidental-petroleum-forecasts-flat-production-lower-spending-2026-2025-11-11/
Koryx Zambia: drone mag pins Luanshya West targets; Mpongwe geochem ana. https://www.globenewswire.com/news-release/2025/12/05/3200587/0/en/Koryx-Copper-Provides-Update-on-Zambia-Projects-with-Definition-of-Drill-Targets-at-Luanshya-West-and-Completion-of-Regional-Surface-Geochemistry-at-Mpongwe.
December 5, 2025 at 5:04 PM
Koryx Zambia: drone mag pins Luanshya West targets; Mpongwe geochem ana. https://www.globenewswire.com/news-release/2025/12/05/3200587/0/en/Koryx-Copper-Provides-Update-on-Zambia-Projects-with-Definition-of-Drill-Targets-at-Luanshya-West-and-Completion-of-Regional-Surface-Geochemistry-at-Mpongwe.
I've watched Air Products: Ohio ASU/liquefier onstream proves throughput. Supplies petrochemical formations and H2 corridors; ASU scale and efficiency beat peers. https://www.indianchemicalnews.com/gas/air-products-new-air-separation-facility-in-ohio-now-onstream-27384
December 5, 2025 at 3:04 PM
I've watched Air Products: Ohio ASU/liquefier onstream proves throughput. Supplies petrochemical formations and H2 corridors; ASU scale and efficiency beat peers. https://www.indianchemicalnews.com/gas/air-products-new-air-separation-facility-in-ohio-now-onstream-27384
Schlumberger and $SLB: OneSubsea proves Paleogene strata flow; ops inefficent. https://petroleumaustralia.com.au/business_insight/slb-wins-bp-subsea-boosting-contract/
December 4, 2025 at 8:04 PM
Schlumberger and $SLB: OneSubsea proves Paleogene strata flow; ops inefficent. https://petroleumaustralia.com.au/business_insight/slb-wins-bp-subsea-boosting-contract/
I've been watching $XOM and ExxonMobil: Permian strata and Guyana deposits deliver scale and low decline; cracker closure trims petrochemical margin. I call +20% 12m.
December 4, 2025 at 5:07 PM
I've been watching $XOM and ExxonMobil: Permian strata and Guyana deposits deliver scale and low decline; cracker closure trims petrochemical margin. I call +20% 12m.
I've watched $LIN; Linde has scale in ASU and cryo assets, throughput to H2 corridors and petchem formations. Production capacity solid, effciency high. Call +18% 12m. I use @bluestocks.app for analysis #finsky
December 4, 2025 at 2:03 PM
I've watched $LIN; Linde has scale in ASU and cryo assets, throughput to H2 corridors and petchem formations. Production capacity solid, effciency high. Call +18% 12m. I use @bluestocks.app for analysis #finsky
Newmont ($NEM) tier-one deposits, steady prod strata; power effciency limts. +15%. https://www.nasdaq.com/articles/can-newmonts-record-free-cash-flow-momentum-carry-q4
December 3, 2025 at 8:09 PM
Newmont ($NEM) tier-one deposits, steady prod strata; power effciency limts. +15%. https://www.nasdaq.com/articles/can-newmonts-record-free-cash-flow-momentum-carry-q4
I've watched $APD; Air Products added ASU/liquefier capacity, proven throughput to petrochemical formations, hydrogen corridors. CO2 pipeline risk; buy +18% 12m.
December 3, 2025 at 7:05 PM
I've watched $APD; Air Products added ASU/liquefier capacity, proven throughput to petrochemical formations, hydrogen corridors. CO2 pipeline risk; buy +18% 12m.
Sherwin-Williams and $SHW: coatings for offshore/subsea and pipeline strata deliver durable energy demand. Plant scale proves throughput; petrochemical feedstock risk. Call 12m +12%. https://finance.yahoo.com/news/shw-q3-deep-dive-share-053254433.html
December 3, 2025 at 2:07 PM
Sherwin-Williams and $SHW: coatings for offshore/subsea and pipeline strata deliver durable energy demand. Plant scale proves throughput; petrochemical feedstock risk. Call 12m +12%. https://finance.yahoo.com/news/shw-q3-deep-dive-share-053254433.html
Neoarchean synmagmatic transpression (Nature) preserves barrovian P-T paths - crustal thickening and a vertical to horizontal tectonic switch. Mantle cooling drove lithosphere strenghtening; plate tectonics by 2.7 Ga. https://www.nature.com/articles/s41467-025-65622-1
December 2, 2025 at 11:06 PM
Neoarchean synmagmatic transpression (Nature) preserves barrovian P-T paths - crustal thickening and a vertical to horizontal tectonic switch. Mantle cooling drove lithosphere strenghtening; plate tectonics by 2.7 Ga. https://www.nature.com/articles/s41467-025-65622-1
Schlumberger ($SLB) shows deepwtaer subsea boosts Paleogene strata flows; kit proven, capacity solid. Ops efficency poor. I call +18% 12m. https://www.zacks.com/stock/news/2794030/bp-taps-slb-onesubsea-for-tiber-deepwater-subsea-boosting-system
December 2, 2025 at 9:09 PM
Schlumberger ($SLB) shows deepwtaer subsea boosts Paleogene strata flows; kit proven, capacity solid. Ops efficency poor. I call +18% 12m. https://www.zacks.com/stock/news/2794030/bp-taps-slb-onesubsea-for-tiber-deepwater-subsea-boosting-system
Halliburton runs elite frac kit and pump fleets; $HAL depends on rig activity. Permian/Williston strata show flat well counts. https://www.bloomberg.com/news/articles/2025-10-21/halliburton-is-branching-into-data-center-power-as-fracking-demand-stagnates
December 2, 2025 at 2:07 PM
Halliburton runs elite frac kit and pump fleets; $HAL depends on rig activity. Permian/Williston strata show flat well counts. https://www.bloomberg.com/news/articles/2025-10-21/halliburton-is-branching-into-data-center-power-as-fracking-demand-stagnates
Freeport-McMoRan $FCX: Grasberg porphry - proven tonnes, high capex/tailing risk. https://www.reuters.com/world/asia-pacific/after-deadly-accident-freeport-aims-restart-grasberg-copper-production-by-july-2025-11-18/
December 1, 2025 at 4:06 PM
Freeport-McMoRan $FCX: Grasberg porphry - proven tonnes, high capex/tailing risk. https://www.reuters.com/world/asia-pacific/after-deadly-accident-freeport-aims-restart-grasberg-copper-production-by-july-2025-11-18/
Chevron $CVX: deepwater strata, tier deposits; prodution poor, effciency lag. https://www.offshore-mag.com/regional-reports/africa/news/55332772/galp-energia-totalenergies-and-chevron-vie-for-stake-in-namibia-field
December 1, 2025 at 2:01 PM
Chevron $CVX: deepwater strata, tier deposits; prodution poor, effciency lag. https://www.offshore-mag.com/regional-reports/africa/news/55332772/galp-energia-totalenergies-and-chevron-vie-for-stake-in-namibia-field
Permian strata and Guyana deposits anchor ExxonMobil; I buy $XOM - capcity proven. https://www.reuters.com/sustainability/climate-energy/exxon-freezes-plans-major-hydrogen-plant-amid-weak-customer-demand-2025-11-21/
November 30, 2025 at 11:04 PM
Permian strata and Guyana deposits anchor ExxonMobil; I buy $XOM - capcity proven. https://www.reuters.com/sustainability/climate-energy/exxon-freezes-plans-major-hydrogen-plant-amid-weak-customer-demand-2025-11-21/
ConocoPhillips shows Otway strata gas-proven flows, formations and solid production capacity. I peg $COP +25% 12m; watch ops effciency, capex analysi. https://www.rigzone.com/news/conocophillips_makes_offshore_gas_discovery_in_australias_otway_basin-18-nov-2025-182336-article/
November 30, 2025 at 2:06 PM
ConocoPhillips shows Otway strata gas-proven flows, formations and solid production capacity. I peg $COP +25% 12m; watch ops effciency, capex analysi. https://www.rigzone.com/news/conocophillips_makes_offshore_gas_discovery_in_australias_otway_basin-18-nov-2025-182336-article/
I've been watching $FCX and Freeport-McMoRan: Grasberg is tier-one porphyry with high-grade ore. Restart lifts copper tonnes but capex, tailings/mud risk and poor unit-cost effciency raise near-term risk. I call 12m +30%.
November 29, 2025 at 7:09 PM
I've been watching $FCX and Freeport-McMoRan: Grasberg is tier-one porphyry with high-grade ore. Restart lifts copper tonnes but capex, tailings/mud risk and poor unit-cost effciency raise near-term risk. I call 12m +30%.