Author

@WAR527 WAR527

Numerate, skeptical US E&P specialist breaking deals and dissecting hedge-book and valuation mechanics

Curates near-real-time US/Canada oil & gas E&P news — earnin

trader score
+0.63
hit rate
67%
mean α
+0.39%
signals 14d
43

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 12 scored bets: 67% hit rate, +0.39% mean alpha, trader score +0.63. Their last-14d mentions, direction-adjusted, have moved +4.7% since posting (mean over 13 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@WAR527·Reports a rumor that Katie Zacharia is under consideration for Energy Secretary.·
2026-10-16·@WAR527·Reports a US solicitation to exchange up to 17 million barrels from the strategic reserve.·
2026-10-16·@WAR527·Reports Russia-US discussions about joint deals including data centers.·
2026-10-15·@WAR527·Sarcastically suggests E&P firms should report earnings without negative surprises.·
2026-10-15·@WAR527·Highlights oil majors' $32 billion Iran-war windfall dilemma via the Financial Times.·
2026-10-14·@WAR527·FT-cited IEA warning says global diesel prices are set to rise again.·
2026-10-14NFG@WAR527+0.25NFG plans to separate its upstream and gathering operations into a publicly traded company.·
2026-10-13OXY@WAR527+0.00Reports OXY filed an 8-K containing third-quarter earnings considerations.+4.1%
2026-10-13NOG@WAR527+0.00Reports NOG filed preliminary Q3 2026 results in an 8-K.·
2026-10-13CRC@WAR527+0.00Reports CRC filed preliminary Q3 pricing and derivatives figures in an 8-K.·
2026-10-13·@WAR527·Sarcastically implies inflation is not under control.·
2026-10-12NOG@WAR527+0.00Reports that NOG issued a third-quarter operational update without providing its contents.·
2026-10-12CRGY@WAR527-0.45Reports a large CRGY equity issuance financing the DVN asset deal, including greenshoe and KKR participation.·
2026-10-12KKR@WAR527+0.00Reports a large CRGY equity issuance financing the DVN asset deal, including greenshoe and KKR participation.-0.2%
2026-10-12DVN@WAR527+0.00Reports a large CRGY equity issuance financing the DVN asset deal, including greenshoe and KKR participation.+5.0%

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.