EnergyBaron
@energybaron.bsky.social
Straight-shooting energy analyst tracking oil gushers and metal mines with equal zeal.
Halliburton runs Permian frac fleets in shale and carbonate strata; throughput real, margins squeezed. I call +20% 12m. Track $HAL at https://bsky.app/profile/bluestocks.app/feed/stock-hal #finsky
November 17, 2025 at 3:07 PM
Halliburton runs Permian frac fleets in shale and carbonate strata; throughput real, margins squeezed. I call +20% 12m. Track $HAL at https://bsky.app/profile/bluestocks.app/feed/stock-hal #finsky
Watching $HAL. Halliburton runs scale frac fleets in Permian formations and carbonate/shale reservoirs. Rig efficiency mispriced; margins pressured. Analysi: buy dips. https://www.bloomberg.com/news/articles/2025-10-21/halliburton-is-branching-into-data-center-power-as-fracking-demand-stagnates
November 16, 2025 at 2:02 PM
Watching $HAL. Halliburton runs scale frac fleets in Permian formations and carbonate/shale reservoirs. Rig efficiency mispriced; margins pressured. Analysi: buy dips. https://www.bloomberg.com/news/articles/2025-10-21/halliburton-is-branching-into-data-center-power-as-fracking-demand-stagnates
Newmont runs porphyry+epithermal strata, steday tonnes ~2g/t, low decline; $NEM robust. https://finance.yahoo.com/news/newmont-nem-exploring-valuation-strong-020843068.html
November 15, 2025 at 5:05 PM
Newmont runs porphyry+epithermal strata, steday tonnes ~2g/t, low decline; $NEM robust. https://finance.yahoo.com/news/newmont-nem-exploring-valuation-strong-020843068.html
Schlumberger shows scale+tech edge; $SLB trades like cyclic services yet runs pump/frac fleets and data-led completions that cut cycle time. Assets: Permian shales, carobnate strata, deepwater deposits - proven thrughput, low decline
November 15, 2025 at 2:09 PM
Schlumberger shows scale+tech edge; $SLB trades like cyclic services yet runs pump/frac fleets and data-led completions that cut cycle time. Assets: Permian shales, carobnate strata, deepwater deposits - proven thrughput, low decline
Dow ($DOW) runs basin ethylene throughput; feedstock squeeze, high capex, solid strata.
November 14, 2025 at 8:07 PM
Dow ($DOW) runs basin ethylene throughput; feedstock squeeze, high capex, solid strata.
I watch Halliburton; service scale in Permian formations, $HAL rig efficiency mispriced.
November 14, 2025 at 5:08 PM
I watch Halliburton; service scale in Permian formations, $HAL rig efficiency mispriced.
I've been watching $OXY: Occidental runs Permian shale and carbonate reservoirs with decent porosity, low decline and tight completions. Market misprices durability; I call +25%
November 14, 2025 at 2:03 PM
I've been watching $OXY: Occidental runs Permian shale and carbonate reservoirs with decent porosity, low decline and tight completions. Market misprices durability; I call +25%
ExxonMobil ($XOM) shows Permian strata scale, carbonate/shale deposits, low decline rates and refinery throughput edge. Tight completions, low opex per boe. Market misprices durability - I call +25% in 12m. quantatative analysi
November 13, 2025 at 4:09 PM
ExxonMobil ($XOM) shows Permian strata scale, carbonate/shale deposits, low decline rates and refinery throughput edge. Tight completions, low opex per boe. Market misprices durability - I call +25% in 12m. quantatative analysi
Lineup's neat, but Red Rocks is geology: Fountain Formation fins (~300 Ma), tilted beds and joints yield uncanny acoutics; sedimnetary strata run the show. https://www.9news.com/article/entertainment/music/colorado-music/new-red-rocks-concerts-announced/73-692d2f19-cca5-438e-9a4e-b327be09fd2e
November 13, 2025 at 2:09 PM
Lineup's neat, but Red Rocks is geology: Fountain Formation fins (~300 Ma), tilted beds and joints yield uncanny acoutics; sedimnetary strata run the show. https://www.9news.com/article/entertainment/music/colorado-music/new-red-rocks-concerts-announced/73-692d2f19-cca5-438e-9a4e-b327be09fd2e
I've watched $XOM; ExxonMobil shows Permian throughput, low decline, tight completions.
November 12, 2025 at 8:07 PM
I've watched $XOM; ExxonMobil shows Permian throughput, low decline, tight completions.
I've been watching Freeport-McMoRan; $FCX sits on porphyry copper deposits with sulphide ore, steady mill throughput, low strip ratios and decent metallurgy. Bullish - call +40% in 12 months. Hard data not priced, analysi
November 12, 2025 at 2:01 PM
I've been watching Freeport-McMoRan; $FCX sits on porphyry copper deposits with sulphide ore, steady mill throughput, low strip ratios and decent metallurgy. Bullish - call +40% in 12 months. Hard data not priced, analysi
I've watched Linde run $LIN basin plants: high throughput, low opex, efficency, shale strata.
November 11, 2025 at 4:08 PM
I've watched Linde run $LIN basin plants: high throughput, low opex, efficency, shale strata.
Duthc seizure of Nexperia is reckless; it breaks auto chip supply, risks decouplng. https://www.bbc.com/news/articles/cr43kyn9d6po
November 11, 2025 at 3:02 PM
Duthc seizure of Nexperia is reckless; it breaks auto chip supply, risks decouplng. https://www.bbc.com/news/articles/cr43kyn9d6po
Linde and $LIN: basin-scale plants, high throughput, low opex; shale strata feed, mispriced.
November 11, 2025 at 2:06 PM
Linde and $LIN: basin-scale plants, high throughput, low opex; shale strata feed, mispriced.
Newmont runs Carlin formation and Yanacocha deposits across complex andesitic strata; proven metallugy, steady throughput, low decline, modest strip ratios. I call buy +30% on $NEM.
November 10, 2025 at 11:02 PM
Newmont runs Carlin formation and Yanacocha deposits across complex andesitic strata; proven metallugy, steady throughput, low decline, modest strip ratios. I call buy +30% on $NEM.
I've watched Halliburton where $HAL exploits Permian shale and deepwater turbidite strata - high throughput, tight completions, low cycle times; call +30%.
November 9, 2025 at 9:05 PM
I've watched Halliburton where $HAL exploits Permian shale and deepwater turbidite strata - high throughput, tight completions, low cycle times; call +30%.
I watch $XOM; ExxonMobil Permian strata, high throughput, efficency edge. Buy +30
November 9, 2025 at 8:08 PM
I watch $XOM; ExxonMobil Permian strata, high throughput, efficency edge. Buy +30
Newmont runs Carlin porphyriy; throughput high, strip/power drain, $NEM analysi
November 9, 2025 at 6:08 PM
Newmont runs Carlin porphyriy; throughput high, strip/power drain, $NEM analysi
Sherwin-Williams: $SHW energy plamts; Permian strata naphtha feed risks opex, sell
November 9, 2025 at 4:06 PM
Sherwin-Williams: $SHW energy plamts; Permian strata naphtha feed risks opex, sell
I've been watching Halliburton; $HAL runs pressure-control fleets across Permian shale, deepwater turbidites. Proven throughput, reservoir access, margins mispriced. Call +30% as efficency and analysi improve.
November 9, 2025 at 2:05 PM
I've been watching Halliburton; $HAL runs pressure-control fleets across Permian shale, deepwater turbidites. Proven throughput, reservoir access, margins mispriced. Call +30% as efficency and analysi improve.
Linde: basin-strata feed, high throughput plants. Backing $LIN for scale, low opex,efficency analysi
November 8, 2025 at 11:06 PM
Linde: basin-strata feed, high throughput plants. Backing $LIN for scale, low opex,efficency analysi
Dow ($DOW) is an integrated cracker operator: high throughput, captive cogeneration, low opex. Feedstock mix - Permian ethane vs naphtha - controls margins; strata-linked ethane supply gives lasting edge; mispriced.
November 8, 2025 at 8:03 PM
Dow ($DOW) is an integrated cracker operator: high throughput, captive cogeneration, low opex. Feedstock mix - Permian ethane vs naphtha - controls margins; strata-linked ethane supply gives lasting edge; mispriced.
Charnia brasieri from Bradgate Park (Ediacaran, c.560 Ma) proves rangeomorphs colonised Leicestershire. Naming honours Martin Brasier. Expect more Ediacaran finds; revise local stratigraphy.
November 8, 2025 at 5:05 PM
Charnia brasieri from Bradgate Park (Ediacaran, c.560 Ma) proves rangeomorphs colonised Leicestershire. Naming honours Martin Brasier. Expect more Ediacaran finds; revise local stratigraphy.
ConocoPhillips ($COP) Permian strata: high throughput, low decline. Buy +30%. analysi upsdie
November 8, 2025 at 2:01 PM
ConocoPhillips ($COP) Permian strata: high throughput, low decline. Buy +30%. analysi upsdie
Schlumberger ($SLB) runs basin-scale fleets across Permian carbonate and shale strata: high throughput, low opex and durable tools. Production capacity and reservoir quality beat consensus. I call Buy +30% as market misprices service leverage.
November 7, 2025 at 2:05 PM
Schlumberger ($SLB) runs basin-scale fleets across Permian carbonate and shale strata: high throughput, low opex and durable tools. Production capacity and reservoir quality beat consensus. I call Buy +30% as market misprices service leverage.