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LNG QE 🇨🇦

@BubleQe

“The Oak Tree Sleeps In the Acorn".

Joined October 2019
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Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)Photo by LNG QE 🇨🇦 (@BubleQe)
Updated #LNG #NaturalGas #Power weighted portfolio Q2, 2026. New: ☑️ $AAV.TO / Advantage ☑️ $KEL.TO / Kelt Increased: ☑️ $TOU.TO / @TourmalineOil ☑️ $TPZ.TO / Topaz ☑️ $RGSI.TO / RockPoint Exited: ☑️ $ARX.TO / @arcresources (Acquired by $SHEL ). ☑️ $CEI.V / Coelacanth
Image from LNG QE 🇨🇦 (@BubleQe)
LNG QE 🇨🇦 (@BubleQe) profile pictureLNG QE 🇨🇦@BubleQeFeb 9
Updated #LNG #NaturalGas #Power weighted Portfolio Q1, 2026: New: ☑️ $RGSI.TO / RockPoint Gas Storage ☑️ $SCR.TO / Strathcona Resources Increased: ⤴️ $ARX.TO / @arcresources ⤴️ $CPX.TO / @CapitalPower ✅ $TOU.TO / @TourmalineOil largest portfolio position. No sells/trims.
Image from LNG QE 🇨🇦 (@BubleQe)
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Something I'll be watching for in the $TOU.TO ER this week (Deep Basin - Glauconite). These are pretty significant condensate / C5 results, highly economic at > $100 boe pricing & low cost (half cycle CapEx required only).
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
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$TPZ.TO report after market close today✅ $TOU.TO on Wednesday ✅
Mike Titan O'Hearn (@MikeOHearn) profile pictureMike Titan O'Hearn
@MikeOHearnNov 1
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LNG QE 🇨🇦 retweeted
LNG Global (@lngglobal) profile picture
LNG Global
@lngglobalNov 1
Reuters - Venture Global begins supplying Plaquemines phase 1 customers under long-term LNG contracts Energy major Shell was the first customer to receive LNG under a long-term ​sales contract from Venture Global's Plaquemines export plant in Louisiana, ​after it completed Phase 1 commissioning and moved to commercial ⁠operations, the LNG exporter said on Sunday. reuters.com/business/energy/…
Venture Global begins supplying Plaquemines phase 1 customers under long-term LNG contracts

Venture Global begins supplying Plaquemines phase 1 customers under long-term LNG contracts

Energy major Shell was the first customer to receive LNG under a long-term ​sales contract from Venture Global's Plaquemines export plant in Louisiana, ​after it completed Phase 1 commissioning and...

reuters.com
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LNG QE 🇨🇦 retweeted
LNG QE 🇨🇦 (@BubleQe) profile picture
LNG QE 🇨🇦@BubleQe14 Dec 2024
On an Investor call yesterday re: #NaturalGas / #LNG: "Why doesn't $TOU.TO just buy up all the CAD #NatGas companies & only produce the gas required for #LNG export and new Data Centres". 😂
Image from LNG QE 🇨🇦 (@BubleQe)
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👇 For perspective, these figures are roughly ~10% of Canada's 'total' Natural Gas production. These will add up & they will require supply gas for 40-70 years... #NaturalGas #LNG
Criterion Research (@PipelineFlows) profile pictureCriterion Research
@PipelineFlowsNov 1
The 2.64 Bcf/d Bay Runner pipeline, the primary feedgas supply for Rio Grande LNG Trains 1 through 3, is in service. Gas inlet facilities are ready for start-up, with hydrocarbon introduction set for 4Q26 and berth, turning basin and channel dredging complete. #NatGas #LNG
Image from Criterion Research (@PipelineFlows)
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This is a good overview of $PNE.TO / @PineCliffEnergy. #NaturalGas #LNG #Power youtube.com/watch?v=TrgFB7xn…
Pine Cliff Energy (PNE | PIFYF) Update: Why Natural Gas Demand Could...

Pine Cliff Energy (PNE | PIFYF) Update: Why Natural Gas Demand Could...

Philip Hodge, President & CEO of Pine Cliff Energy (#PNE | #PIFYF),...

youtube.com
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$SCR.TO lol 👇🏻 🎃
Cole Smead (@Cole_Smead) profile pictureCole Smead
@Cole_SmeadNov 1
Have fun out there. Nothing scary about the oil business!
Image from Cole Smead (@Cole_Smead)
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LNG QE 🇨🇦 retweeted
LNG QE 🇨🇦 (@BubleQe) profile picture
LNG QE 🇨🇦@BubleQeOct 31
Let’s see what happens.. #Consolidation #NaturalGas #Montney
LNG QE 🇨🇦 (@BubleQe) profile pictureLNG QE 🇨🇦@BubleQeOct 29
Be good to see $TOU.TO @TourmalineOil acquire $AAV.TO & $BIR.TO here. Both "Dry Gas" AB 🇨🇦 #Montney, yet to be consolidated. Adds high quality infra + 172k ( ~.8Bcf/d) of mostly dry gas production to extract current/future FCF from & LNG Supply "leverage". #Consolidation
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
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LNG QE 🇨🇦 retweeted
LNG QE 🇨🇦 (@BubleQe) profile picture
LNG QE 🇨🇦@BubleQeOct 31
A logical $TOU.TO consolidation transaction: $AAV.TO = "CEO-less". Contiguous BC Montney acreage. Plant/Infra rich (12.5% $TPZ.TO WI Glacier Plant). AB Montney production (87k boepd). $TOU.TO balance sheet well under debt target. =Cash (flow) + Debt + 'Topaz'able (WI + GORR).
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
LNG QE 🇨🇦 (@BubleQe) profile pictureLNG QE 🇨🇦@BubleQeOct 31
Let’s see what happens.. #Consolidation #NaturalGas #Montney
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A logical $TOU.TO consolidation transaction: $AAV.TO = "CEO-less". Contiguous BC Montney acreage. Plant/Infra rich (12.5% $TPZ.TO WI Glacier Plant). AB Montney production (87k boepd). $TOU.TO balance sheet well under debt target. =Cash (flow) + Debt + 'Topaz'able (WI + GORR).
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
LNG QE 🇨🇦 (@BubleQe) profile pictureLNG QE 🇨🇦@BubleQeOct 31
Let’s see what happens.. #Consolidation #NaturalGas #Montney
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To me, it's one of a few moves in the #NatGas rich AB Montney. $BIR.TO is another logical transaction. In addition to adding > 160,000 boepd of production, it offers significant leverage in the Ksi Lisims / Rockies #LNG JV's. $TOU.TO then supply the Gas from the BC Montney.
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
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In many ways, it's a swap for the PRH (light oil) assets in Alberta, good fit for $CNQ, but was an obscure fit for $TOU.TO Consolidating the #NatGas rich AB #Montney is on brand for @TourmalineOil, positioning 3 core, gas rich plays for several decades. theglobeandmail.com/business…
Canadian Natural bids for Tourmaline Peace River natural gas project

Canadian Natural bids for Tourmaline Peace River natural gas project

Last year, analysts estimated portfolio could fetch up to $1.4-billion

theglobeandmail.com
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h/t @notjaso79646447 for the Oil prognosticator pic.
Image from LNG QE 🇨🇦 (@BubleQe)
HFI Research (@HFI_Research) profile pictureHFI Research
@HFI_ResearchOct 31
Oh my god. What happened to 5 million b/d of demand destruction in China?
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Big week coming up ... 🇨🇦 #CanadianLNG #NaturalGas
Kevin O'Leary aka Mr. Wonderful (@kevinolearytv) profile pictureKevin O'Leary aka Mr. Wonderful
@kevinolearytvOct 31
Happy Halloween from Count Wonderful.🎃 When people ask me how I maintain my vampire physique. Easy! Blood smoothies, coffin crunches and the vampire shuffle!
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LNG QE 🇨🇦 retweeted
Rio Grande LNG (@RioGrandeLNG) profile picture
Rio Grande LNG
@RioGrandeLNGOct 30
Rio Grande LNG Phase 1 is only the beginning. Trains 4 and 5 are currently under construction. Trains 6-8 are in development. What's NEXT is closer than ever before.
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This is what mature, responsible and respectful leadership looks like. Congrats BC, the future (finally!) looks bright indeed. #bcpoli
Lorne Doerkson (@LDoerkson) profile pictureLorne Doerkson
@LDoerksonOct 31
Congratulations to Jennifer Whiteside on being named Interim Leader of the BC NDP. I sat across the floor from her for a long time and she is a serious person who works hard for the people she represents. A good opposition makes for a better government, and I expect her to hold us to account while we get to work delivering what we promised British Columbians.
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LNG QE 🇨🇦 retweeted
LNG QE 🇨🇦 (@BubleQe) profile picture
LNG QE 🇨🇦@BubleQeOct 30
Talking about the owner of arguably the 'highest quality, longest life' #NaturalGas onshore resource in North America - BC #Montney like it's a teapot for sale at an Arabian bazaar!
BOE Report (@BOEReport) profile pictureBOE Report@BOEReportOct 30
Tourmaline $TOU.TO is approaching $70, the top end of a closely watched range seen over the last 2 years, having spent almost the entire time between $60-$70. The company reports on November 4. Where's it going in November?
47%Finally! $70+++ breakout
53%Back down into the range
85 votes • Final results
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Let’s see what happens.. #Consolidation #NaturalGas #Montney
LNG QE 🇨🇦 (@BubleQe) profile pictureLNG QE 🇨🇦@BubleQeOct 29
Be good to see $TOU.TO @TourmalineOil acquire $AAV.TO & $BIR.TO here. Both "Dry Gas" AB 🇨🇦 #Montney, yet to be consolidated. Adds high quality infra + 172k ( ~.8Bcf/d) of mostly dry gas production to extract current/future FCF from & LNG Supply "leverage". #Consolidation
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
Image from LNG QE 🇨🇦 (@BubleQe)
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LNG QE 🇨🇦 retweeted
LNG QE 🇨🇦 (@BubleQe) profile picture
LNG QE 🇨🇦@BubleQeOct 30
Well said Eric (re: Some prudent risk mgmt here). Keep up the great work, been another outstanding year 👏 #OilSands #Energy
Eric Nuttall (@ericnuttall) profile pictureEric Nuttall
@ericnuttallOct 30
3rd Law➡️2027 WTI strip now at $89/bbl, I think it prudent for oil companies to begin hedging. We should fully expect a non-OPEC supply response to high prices in areas like the Permian, Canada, and Argentina, while demand in some parts of the world is suppressed by high cracks.
Image from Eric Nuttall (@ericnuttall)
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2027 3-4x EV/DACF. At what price is 'cheap' enough to be acquired? #Montney #Consolidation
BB1904 (@BB19043) profile pictureBB1904@BB19043Oct 30
RJ on $AAV.TO #COM #OOTT #EFT
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