Author
@lwsresearch lwsresearch
grade Cx.com/lwsresearch ↗
Global energy and commodities newsflow desk mapping macro drivers to listed names
Curates and contextualizes a high-volume, internationally-so
trader score
-0.93
hit rate
50%
mean α
-0.32%
signals 14d
186
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 50% hit rate, -0.32% mean alpha, trader score -0.93. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 88 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | BKR | @lwsresearch | +0.05 | Reports Baker Hughes rig counts and EIA oil and gas production forecasts. | +0.3% | tweet ↗ |
| 2026-10-16 | · | @lwsresearch | · | Reports Brent crude approaching $110 amid escalating Iran-Israel tensions. | · | tweet ↗ |
| 2026-10-16 | SU | @lwsresearch | -0.45 | Widening Canadian heavy-oil discounts are presented as a material headwind for oil-sands producers. | +1.7% | tweet ↗ |
| 2026-10-16 | · | @lwsresearch | · | Argentina reported September primary and overall fiscal surpluses with year-to-date GDP ratios. | · | tweet ↗ |
| 2026-10-16 | XOM | @lwsresearch | +0.30 | Exxon forecasts a large refining uplift partly offset by weaker upstream earnings. | +2.4% | tweet ↗ |
| 2026-10-16 | PETR4 | @lwsresearch | +0.65 | Reports Petrobras at record market value after major share gains and stronger operations. | · | tweet ↗ |
| 2026-10-16 | PBR | @lwsresearch | +0.60 | Reports Petrobras at record market value after major share gains and stronger operations. | +0.6% | tweet ↗ |
| 2026-10-16 | PETR3 | @lwsresearch | +0.65 | Reports Petrobras at record market value after major share gains and stronger operations. | · | tweet ↗ |
| 2026-10-16 | XOM | @lwsresearch | -0.50 | A regulatory filing warns oil-price changes will reduce Q3 upstream profit by about $1.3 billion. | +2.4% | tweet ↗ |
| 2026-10-16 | SHEL | @lwsresearch | +0.10 | Reuters reports Shell agreed to a proposed sale of its French mobility business, pending finalization. | +1.4% | tweet ↗ |
| 2026-10-16 | 601857 | @lwsresearch | +0.25 | PetroChina plans a partial Dalian refinery restart with explicit capacity and timing details. | · | tweet ↗ |
| 2026-10-16 | · | @lwsresearch | · | Summarizes Brent, WTI, diesel margins, inventories, reserve releases, and supply risks. | · | tweet ↗ |
| 2026-10-16 | ASTL | @lwsresearch | +0.20 | Domestic demand is supporting a partial Canadian steel recovery despite tariffs and overcapacity. | · | tweet ↗ |
| 2026-10-16 | TEN | @lwsresearch | +0.35 | Domestic demand is supporting a partial Canadian steel recovery despite tariffs and overcapacity. | · | tweet ↗ |
| 2026-10-16 | CLF | @lwsresearch | -0.30 | Domestic demand is supporting a partial Canadian steel recovery despite tariffs and overcapacity. | +14.7% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.