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
-0.72
hit rate
25%
mean α
-0.46%
signals 14d
39

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 8 scored bets: 25% hit rate, -0.46% mean alpha, trader score -0.72. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 2 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@WAR527·FT headline suggests renewed support for oil drilling in Norway.·
2026-08-26OVV@WAR527+0.15Reports Ovintiv announcing inventory additions.·
2026-08-26·@WAR527·Cites the IMF view that widening AI investment will support global growth.·
2026-08-26·@WAR527·Cites a shipping executive saying the Iran war is nearing a Ukraine-style stalemate.·
2026-08-26·@WAR527·Reports a US claim that Chinese hackers breached several federal institutions.·
2026-08-25·@WAR527·Highlights that nearly half of global oil flows now originate in war zones six months into the Iran war.·
2026-08-25PARR@WAR527+0.20PARR agreed to sell Laramie Energy for cash plus contingent consideration.·
2026-08-25·@WAR527·Describes E&P as an unusually news-driven market amid war, government releases and conflicting reports.·
2026-08-25·@WAR527·Claims the Haynesville is for sale and several U.S. deals are expected before year-end.·
2026-08-24XOM@WAR527+0.25Exxon is deploying automated Permian drilling to increase oil output.-4.5%
2026-08-24·@WAR527·Reports an Iranian threat against 46 ships transiting the Strait of Hormuz.·
2026-08-24PBT@WAR527+0.50Reports a combination agreement involving PBT and Blackbeard Operating.·
2026-08-23PBT@WAR527+0.00Company announcement covers August distribution and an excess-cost position.·
2026-08-23·@WAR527·Shares an FT thesis that U.S. rare-earth independence policy is failing.·
2026-08-23·@WAR527·Reports fewer than 20 ships transited the Strait of Hormuz over the weekend.·

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.