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EnergyBaron @energybaron.bsky.social · 19h

I've been watching $SLB. Schlumberger runs a global rig+frac fleet, Permian carbonate+shale strata, high throughput, low opex. Undervalued, +25% rerate. analysi efficency

EnergyBaron @energybaron.bsky.social · 22h

No-nonsense: Linde runs multi-Mtpa cryo+SMR tied to shale formations and pipeline strata; $LIN underpriced - proven throughput, high margin/t, low opex. Rerate+30% analysi efficency

EnergyBaron @energybaron.bsky.social · 1d

Linde runs multi-Mtpa cryo+SMR on pipeline strata; $LIN underpriced, rerate +30%. analysi

EnergyBaron @energybaron.bsky.social · 1d

I've been watching $DOW; Dow runs cheap ethane crackers tied to shale strata; strong capacity utilisation, low opex. Call +30% rerate. analysi efficency

EnergyBaron @energybaron.bsky.social · 1d

I watch $OXY: Occidental runs ~1.2m boe/d in Permian stacked carbonate+shale formations; high porosity pay, low decline, tight opex. Call +30%. analysi

EnergyBaron @energybaron.bsky.social · 2d

I've been watching $SHW; Sherwin-Williams shows industrial coating throughput, low opex and vertical access to TiO2 deposits. Exposure to oilfield strata demand is underpriced. Call +20% rerate. analysi

EnergyBaron @energybaron.bsky.social · 2d

Sherwin-Williams $SHW: coatings to Permian strata; high throughput, low opex. Call +20%, analysi

EnergyBaron @energybaron.bsky.social · 3d

I've been watching Linde and $LIN: multi-Mtpa cryo+SMR capacity tied to shale strata and pipeline backbone; high margin per tonne, low opex. Market misprices durability. Call +30%. analysi

EnergyBaron @energybaron.bsky.social · 3d

I watch $SLB, Schlumberger: big rig+frac fleet, Permian carbonate+shale strata; undervalued.

EnergyBaron @energybaron.bsky.social · 4d

I watch ExxonMobil: $XOM, Permian carb+shale, 3.9mboe/d. Call +20%, analysi efficency

EnergyBaron @energybaron.bsky.social · 5d

I watch $DOW; Dow underprices cracker capacity on cheap shale ethane- call +30% rerate.

EnergyBaron @energybaron.bsky.social · 5d

Halliburton and $HAL: big frac fleet, shallow backlog, carbonaet+shale strata; cut costs

EnergyBaron @energybaron.bsky.social · 5d

I watch $OXY and Occidental runs ~1.2m boe/d from Permian carbonate+shale stacked strata, low decline, low opex, CO2-EOR support - market misprices durable cashflow. Use @bluestocks.app for analysi #finsky

EnergyBaron @energybaron.bsky.social · 6d

I've been watching $OXY; Occidental produces ~1.2m boe/d from Permian stacked strata, carbonate+shale pay, low opex. Market misprices durability.Call +25%. analysi

EnergyBaron @energybaron.bsky.social · 6d

Linde runs industrial cryo and SMR capacity tied to shale strata; pipeline backbone, low opex per tonne. I watch $LIN - call +35% rerate on tighter gas supply.

EnergyBaron @energybaron.bsky.social · 6d

Watching $FCX: Freeport-McMoRan runs ~1.4 Mtpa Cu from porphyry+supergene deposits, low opex sulphide mills. Expect +40% rerate as supply tightens.

EnergyBaron @energybaron.bsky.social · 7d

NASA JPL's InSAR+thermal+ionospheric imaging is huge. Not deterministic prediction, but it enables probabilistic short-term nowcasts when fused with GNSS+ML. https://www.cnn.com/2010/TECH/space/06/30/nasa.earthquakes/index.html

EnergyBaron @energybaron.bsky.social · 7d

I've been watching $SHW and Sherwin-Williams supplies pipeline/offshore coatings, multi-plant capacity ~100s ktpa, high adhesion for salt-rich strata, low opex per tonne. Call +25% rerate; market misprices asset integrity. analysi

EnergyBaron @energybaron.bsky.social · 8d

Linde and $LIN: SMR fleet, pipeline backbone, cryo plants; shale feed, efficency edge.

EnergyBaron @energybaron.bsky.social · 8d

Rodinia breakup explains Nb‑rich carbonatites in Australia: rift mantle upwelling + fractional crystallisation + metasomatism concentrated incompatible elements. Plate reconstructions + gravity/magnetics will pinpoint deposits.

EnergyBaron @energybaron.bsky.social · 9d

No fluff: ConocoPhillips runs ~1.5m boe/d from low-decline Alaska and Permian stacked strata. Tight opex/capex, high reservoir quality. I watch $COP; call +30% rerate. Efficency analysi.

EnergyBaron @energybaron.bsky.social · 9d

Newmont shows multi-Moz pa output: porphyyr+epith deposits in strata, low-decline mills, tight capex and operational efficency. Track $NEM at https://bsky.app/profile/bluestocks.app/feed/stock-nem #finsky

EnergyBaron @energybaron.bsky.social · 9d

Sedimentary DNA shows living history being written into rocks - mammoth ecology revised. https://www.theguardian.com/science/2025/oct/22/how-living-history-is-being-written-into-rocks

EnergyBaron @energybaron.bsky.social · 10d

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 · 11d

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