Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Back in the 2010 Exxon was the undisputed king of the market peaking as the largest US company by market cap ($400-500B range) during the energy boom era.
Around 2009-2012, ExxonMobil represented a massive chunk of top-10 market cap/net income share reflecting oil's dominance post-financial crisis.
Fast-forward to Dec 2025: XOM sits at $500B market cap (world's 20th largest), still a giant but in an AI/tech-dominated world (Nvidia $4.7T, Apple $4T+).
Yet profits remain rock-solid: $7-8B quarterly earnings in 2025, driven by upstream strength, Pioneer merger synergies, and disciplined capex.
Energy cycles come and go but Exxon proves Big Oil can still deliver massive cash flows and shareholder returns.
Will energy make a comeback in the next cycle? 👀
#ExxonMobil $XOM #Oil #Energy #Investing #Markets
Around 2009-2012, ExxonMobil represented a massive chunk of top-10 market cap/net income share reflecting oil's dominance post-financial crisis.
Fast-forward to Dec 2025: XOM sits at $500B market cap (world's 20th largest), still a giant but in an AI/tech-dominated world (Nvidia $4.7T, Apple $4T+).
Yet profits remain rock-solid: $7-8B quarterly earnings in 2025, driven by upstream strength, Pioneer merger synergies, and disciplined capex.
Energy cycles come and go but Exxon proves Big Oil can still deliver massive cash flows and shareholder returns.
Will energy make a comeback in the next cycle? 👀
#ExxonMobil $XOM #Oil #Energy #Investing #Markets
Emergency Warning: While the West Prints Debt, the Rest of the World Is Hoarding #Gold
Nuclear renaissance loading... but mostly in Asia⚛️🌏🔥
As of 3Q 2025: 62 reactors under construction worldwide (~65 GW total capacity)
Top countries building:
- 🇨🇳 China: 28 (nearly half!)
- 🇮🇳 India: 7
- 🇪🇬 Egypt: 4
- 🇷🇺 Russia: 4
- 🇹🇷 Turkey: 4
- Others: Bangladesh, Japan, Korea, U.K., Ukraine (2 each); 1 each in Argentina, Brazil, Iran, Slovakia, Pakistan
No surprise: Asia-Pacific dominates the pipeline amid surging energy demand, while the West focuses on restarts & SMRs.
(Note: Latest IAEA data shows ~63-70 reactors under construction as of late 2025, with numbers fluctuating as projects complete.)
Nuclear powering the AI boom and clean energy future?
#Nuclear #Energy #CleanEnergy #China #AI
As of 3Q 2025: 62 reactors under construction worldwide (~65 GW total capacity)
Top countries building:
- 🇨🇳 China: 28 (nearly half!)
- 🇮🇳 India: 7
- 🇪🇬 Egypt: 4
- 🇷🇺 Russia: 4
- 🇹🇷 Turkey: 4
- Others: Bangladesh, Japan, Korea, U.K., Ukraine (2 each); 1 each in Argentina, Brazil, Iran, Slovakia, Pakistan
No surprise: Asia-Pacific dominates the pipeline amid surging energy demand, while the West focuses on restarts & SMRs.
(Note: Latest IAEA data shows ~63-70 reactors under construction as of late 2025, with numbers fluctuating as projects complete.)
Nuclear powering the AI boom and clean energy future?
#Nuclear #Energy #CleanEnergy #China #AI
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$1.9 TRILLION in oil brand power🛢️
Who really runs it?
This chart ranks the Top 30 Oil & Gas companies by value (not market cap).
It is a useful reminder that even in a year of weak prices and brutal sentiment, the strategic winners are still very concentrated.
🇸🇦 Saudi #aramco: $437B #1
🇨🇳 Sinopec International Petroleum Service Corporation: $425B #2
🇨🇳 PetroChina International: $404B #3
🇺🇸 #ExxonMobil: $350B #4
🇬🇧 Shell: $289B #5
➡️ Top 5 combined: $1.905T
🔎 What jumps out
🏛️ State giants dominate the top: Aramco, Sinopec, PetroChina, KPC, then Gazprom, Rosneft, ADNOC Group close behind.
🛠️ Refiners are quietly huge: Phillips 66 ($143B) and Valero ($130B) sit above several supermajors. That is a bet on margins, logistics, and market access.
🌍 Europe clusters in the middle: Shell, TotalEnergies, bp are big. But they are still playing in a world where NOCs control the lowest cost barrels.
🇺🇸 The US bench is deep: Exxon, Chevron, ConocoPhillips, Marathon Petroleum Corporation, plus refiners and midstream (Enbridge). Different model. Same theme. Scale wins.
#oott
Who really runs it?
This chart ranks the Top 30 Oil & Gas companies by value (not market cap).
It is a useful reminder that even in a year of weak prices and brutal sentiment, the strategic winners are still very concentrated.
🇸🇦 Saudi #aramco: $437B #1
🇨🇳 Sinopec International Petroleum Service Corporation: $425B #2
🇨🇳 PetroChina International: $404B #3
🇺🇸 #ExxonMobil: $350B #4
🇬🇧 Shell: $289B #5
➡️ Top 5 combined: $1.905T
🔎 What jumps out
🏛️ State giants dominate the top: Aramco, Sinopec, PetroChina, KPC, then Gazprom, Rosneft, ADNOC Group close behind.
🛠️ Refiners are quietly huge: Phillips 66 ($143B) and Valero ($130B) sit above several supermajors. That is a bet on margins, logistics, and market access.
🌍 Europe clusters in the middle: Shell, TotalEnergies, bp are big. But they are still playing in a world where NOCs control the lowest cost barrels.
🇺🇸 The US bench is deep: Exxon, Chevron, ConocoPhillips, Marathon Petroleum Corporation, plus refiners and midstream (Enbridge). Different model. Same theme. Scale wins.
#oott
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🇨🇭 Global One SI - Prompt
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🇨🇭 Global One SI - Prompt
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#WTI/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
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🇨🇭 Global One SI - Prompt
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#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
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@Hawk_trading_bot @ostiumbot
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⚛️ Global uranium supply: concentrated, strategic, and tightening.
As nuclear power regains relevance in the energy transition, uranium supply dynamics are back in focus, with AI powered electricity demand adding a new structural driver.
This chart highlights how concentrated global production remains:
- Kazakhstan dominates supply, accounting for close to 40% of mined uranium
- Many major economies remain structurally import dependent
- Canada and Namibia form a critical second tier
At the same time, demand is expanding:
- Reactor restarts and new builds are accelerating
- AI data centers are increasing interest in reliable, baseload nuclear power
In a tight, concentrated market, uranium is becoming increasingly strategic.
#uranium #nuclear #energy
As nuclear power regains relevance in the energy transition, uranium supply dynamics are back in focus, with AI powered electricity demand adding a new structural driver.
This chart highlights how concentrated global production remains:
- Kazakhstan dominates supply, accounting for close to 40% of mined uranium
- Many major economies remain structurally import dependent
- Canada and Namibia form a critical second tier
At the same time, demand is expanding:
- Reactor restarts and new builds are accelerating
- AI data centers are increasing interest in reliable, baseload nuclear power
In a tight, concentrated market, uranium is becoming increasingly strategic.
#uranium #nuclear #energy
🔥 Dr. Copper is waking up BIG time
Copper has officially smashed through multi-year resistance and entered price discovery mode trading above $12,000/ton for the first time EVER (LME hit $12,159) and Comex ~$5.8/lb.
This isn't just a bounce. It's a decisive breakout after years of consolidation.
Why 2026 could be explosive:
- Mine disruptions (Grasberg, Cobre Panamá, etc.) creating real supply tightness
- AI data centers + grid upgrades + EVs = structural demand surge
- Tariff fears driving front-loading & arbitrage
- Weak USD + rate cuts fueling commodity flows
Price-discovery phases in commodities? They tend to go parabolic.
Copper could be THE macro trade of 2026.
Game on. 🛢️➡️🔌
#Copper #Commodities #DrCopper #Markets
Copper has officially smashed through multi-year resistance and entered price discovery mode trading above $12,000/ton for the first time EVER (LME hit $12,159) and Comex ~$5.8/lb.
This isn't just a bounce. It's a decisive breakout after years of consolidation.
Why 2026 could be explosive:
- Mine disruptions (Grasberg, Cobre Panamá, etc.) creating real supply tightness
- AI data centers + grid upgrades + EVs = structural demand surge
- Tariff fears driving front-loading & arbitrage
- Weak USD + rate cuts fueling commodity flows
Price-discovery phases in commodities? They tend to go parabolic.
Copper could be THE macro trade of 2026.
Game on. 🛢️➡️🔌
#Copper #Commodities #DrCopper #Markets
More record highs in Asian trading for precious metals:
Per Bloomberg, “Spot silver rose 5.5% to $83.65 as of 7:23 a.m. in Singapore. Gold edged up 0.1% to $4,539.93 an ounce. Platinum added 0.6% and palladium was up 1.5%.”
#Investors #investing #markets #gold #platinum #silver
Per Bloomberg, “Spot silver rose 5.5% to $83.65 as of 7:23 a.m. in Singapore. Gold edged up 0.1% to $4,539.93 an ounce. Platinum added 0.6% and palladium was up 1.5%.”
#Investors #investing #markets #gold #platinum #silver
🇨🇭 Global One SI - Prompt
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#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
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🇨🇭 Global One SI - Prompt
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#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI
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@Hawk_trading_bot @ostiumbot
@VooiAppBot
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↗️ ostium.com
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💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
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🇨🇭 Global One SI - Prompt
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#WTI/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
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↗️ ostium.com
↗️ vooi.io
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💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
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Monday, December 29:
- nothing important
Tuesday, December 30:
Wednesday, December 31:
🎄Germany, Switzerland, Japan, Brazil, Argentina - no trading - New Year
🎄Hong Kong, New Zealand, Australia, Britain - early close - New Year
🇨🇳China - Services/Composite PMI (Dec) - 04:30
🇺🇸USA - Initial Jobless Claims - 16:30
🇺🇸USA - Chicago PMI (Dec) - 17:45
Thursday, January 1:
🎄China, Kazakhstan, USA, Britain, most EU countries, Australia, New Zealand, Brazil, Canada, Turkey and many others - No trading - New Year
🇬🇧Britain - mandatory due diligence + reporting for "Reporting Cryptoasset Service Providers" (not just "exchanges" in the narrow sense).
🇪🇺European Union DAC8 - crypto services (exchanges, brokers and other intermediaries) are obliged to start collecting data on "reportable" crypto transactions of EU resident users.
🇺🇸USA - brokers are now obliged to fill out 1099-DA with gross proceeds + cost basis for "covered" digital assets (in essence, crypto is being brought up to reporting standards similar to securities).
Friday, January 2:
🎄China, Kazakhstan, Switzerland, New Zealand, Japan - no trading - New Year
🇪🇺Eurozone - Manufacturing PMI (Dec) - 12:00
🇬🇧Britain - Manufacturing PMI (Dec) - 12:30
🇺🇸USA - S&P Manufacturing PMI (Dec) - 17:45
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🇨🇭 Global One SI - Prompt
#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
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↗️ ostium.com
↗️ vooi.io
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Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
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🇨🇭 Global One SI - Prompt
#ETH/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#ETH/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
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@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
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🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
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🇨🇭 Global One SI - Prompt
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#SOL/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
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@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
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↗️ ostium.com
↗️ vooi.io
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🥕 carrotfunding.io
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💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️ 2025 NatGas wrap: Transition year from tight to loose.
Key takeaways
1. LNG wave hit global supply +6.5%, US exports record 150 bcm
2. Henry Hub +60% to $3.5; TTF/JKM -30% YoY on H2 glut
3. Asia demand stalled (<1% global growth), China flat, India ↓
4. Record US FIDs (>80 bcm/yr) bulls betting big on long-term LNG
5. EU locks in Russian gas phase out by 2027 → more US volumes
2026 outlook: Bigger supply wave (50 bcm added), potential oversupply if Asia doesn't rebound. Prices softer internationally, HH supported $3.8-4.2.
Truly globalised, US
dominated, LNG super cycle incoming.
#NaturalGas #LNG #Energy
Key takeaways
1. LNG wave hit global supply +6.5%, US exports record 150 bcm
2. Henry Hub +60% to $3.5; TTF/JKM -30% YoY on H2 glut
3. Asia demand stalled (<1% global growth), China flat, India ↓
4. Record US FIDs (>80 bcm/yr) bulls betting big on long-term LNG
5. EU locks in Russian gas phase out by 2027 → more US volumes
2026 outlook: Bigger supply wave (50 bcm added), potential oversupply if Asia doesn't rebound. Prices softer internationally, HH supported $3.8-4.2.
Truly globalised, US
dominated, LNG super cycle incoming.
#NaturalGas #LNG #Energy