ASX & US listed E&P Co. working with local communities to ensure sustainable growth & value creation through safe & efficient development of energy assets
Perth, Western Australia
Joined July 2015
- Tweets1.8K
- Following779
- Followers1.6K
- Likes1.2K
Brookside Energy Limited retweeted
Brookside is buying barrels now & drilling for the next batch.
$BRK Brookside Energy has added ~123BOEPD through acquisition, while Sabres & Whalers move toward completions.
Production today, more production next.
@BrooksideEnergy
#ASX #RIU #Oil #Gas #Investing
kapitalist.com.au/brookside-…
Brookside Energy Limited retweeted
$90 OIL WITH NO BULLS LEFT IN THE ROOM
Adam Rozencwajg of Goehring & Rozencwajg: crude in the low $90 s is not a bull market. It is what you get when risk desks keep yanking shorts off the table. The physical market, he says, is tighter than the April–May spike — and the real bid has not shown up yet.
THE PRICE THAT SHOULD NOT BE HERE
➡️ Oil first exploded when the Strait of Hormuz shut in April and May.
➡️ In June, a reopen headline sent crude all the way back to about $70 — pre-war levels. Rozencwajg calls that move a mistake.
➡️ By September 1 the Strait was still impaired, the balance was tighter, and the quote still refused to make a new high.
➡️ A nine-handle today is not weakness. It is a market that has not priced the damage.
HOW THE SHORTS KEEP COMING BACK
➡️ Traders started the year extremely bearish. Net shorts and gross shorts were heavy.
➡️ The war did not create a new class of energy bulls. It created a physical squeeze. Sellers stopped selling. Prompt crude jumped. Hedge-fund shorts were liquidated.
➡️ Pod shops fired energy teams right after the outbreak. Rozencwajg’s read: those desks were short into the war. Risk committees forced the cover. That bid the front month, not the curve.
➡️ As soon as the crisis failed to explode “tomorrow,” the short was rebuilt. By the second memorandum of understanding, speculative gross shorts were bigger than they were in January.
➡️ When that deal collapsed, risk teams said it would not happen twice. Another forced cover. Another pop. Still no genuine bullish capital.
THE FORECAST
➡️ “Where do prices go from here? I suspect higher.”
➡️ He will not write tank bottoms down to zero. He thinks that risk is higher now than it was at the start of the year.
➡️ Cushing — where WTI is settled — is already near operational minimums. A squeeze there does not need every tank on earth to empty. It needs the contract tanks to fail on the day you have to get out.
➡️ Path one: emerging-market product inventories hit the wall and the short base covers in a panic.
➡️ Path two: the Strait actually reopens. Idle refiners, Chinese export plants, and drained strategic reserves all bid crude at once.
➡️ Either path squeezes the same thing. Barrels.
THE BOTTOM LINE
Ninety-dollar oil is a short-covering price, not a destination. The last time this market felt safe, it went to $70. Rozencwajg says that feeling is the trap.
#Oil #WTI #Hormuz #CrudeOil #EnergyTrade #OilForecast #Positioning
HT: YouTube Investing News @INN_Resource
Brookside Energy Limited retweeted
In the Anadarko Basin, the working assumption was one, occasionally two, long laterals; in the Cherokee play, now there are three per unit.
bit.ly/4hm9Pqa #energy #oilandgas #oklahoma #cherokee #EFT
Brookside Energy Limited retweeted
$BRK Brookside Energy has commenced drilling operations at the Suttles Pad, with Sabres the first of 2 operated horizontal wells in the SWISH AOI.
View the ASX announcement for details: bit.ly/3T4snRO
@BrooksideEnergy
#ASX #BRK #Energy #OilAndGas
Brookside Energy Limited retweeted
Consistent feedback from trading desks has been that geopolitical volatility had paralyzed generalist funds from deploying and that at least in Canada, meaningful sidelined buying power exists, waiting for "the day after." The investment thesis was never the spike to $150+ on tank bottoms and the depletion of the US SPR, it was then and remains now a sector discounting ~$65WTI with what we think will be a fundamental floor of ~$80 given:
🛢️record low inventories that will continue to fall further (regional tank bottoms + US SPR at/near operational minimum levels)
🛢️~0.45MM Bbl/d of new demand for the next 3 years to restock depleted inventory + likelihood of increases to SPR targets
🛢️productive capacity challenges with 80% of most production coming online within 1-4 months but "the last 20% is the hardest" = >2MM Bbl/d
🛢️A Strait of Hormuz under IRGC control will never return to pre-war levels and partial workarounds will take years
🛢️ Reasonable to think some element of a political risk premium?!?
🛢️$74WTI = yellow light now for US shale? Inventory challenges only accentuated under growth mode
🛢️pre-UAE joining the non-OPEC ranks, non-OPEC production was forecasted to be peaking in 2026
🛢️pre-war, UAE adjusted, OPEC spare capacity was only ~1.35MM Bbl/d half of that is 100% reliant on the SofH
Brookside Energy Limited retweeted
Takeaways from spending a day with some of the smartest energy people on the planet:
🛢️ The risk of a US product export ban is real if the national average gasoline price hits ~$5/gallon
🛢️the most important questions to come up at dinner were "how does this end?" and "why would Iran give up the Strait at this point?"
🛢️base expectation broadly is the Strait will NOT reopen soon as neither party is feeling enough pressure and both sides believe they are winning - military reopening not politically palatable and lacks European buy-in (you broke it, you fix it)
🛢️I believe the Kuwaitis, Saudis, and Emiratis will NOT ship through the Strait under an Iranian toll system. Incremental workarounds underway with more to come but will take years...Strait oil exports will never reach past levels
🛢️many expect US tank bottoms in July and US SPR to approach minimum operating levels in July/August (!) - the US has front-loaded emergency responses not having expected the closure to last as long as it has and now has limited recourse after July - Presidential jawboning has made the imbalance worse as demand has not yet been impacted. Regional product shortages are being masked (bring your own jet fuel)
🛢️skepticism around available data - China believed to be drawing from SPR even though satellite data does not show and Strait voyages OUT believed to be potentially higher than reported
🛢️how long will it take for production to recover? Weeks/month for majority (~80%) for KSA, UAE, Kuwait, the last 20% is the hardest, and big question mark for Iraq (~2.9MM Bbl/d shut-in) given geology and bureaucracy
🛢️biggest reason why the expected shortage has been delayed? Chinese drop in imports of ~4.0MM Bbl/d leveraging their SPR. Much skepticism around reported demand "destruction" of 5MM Bbl/d
🛢️Net/net: bullish near-term oil price with significant frustration on price action. "New normal" ahead with energy security priority 1, 2, and 3 = increased influence of Western Hemisphere (ie. Canada if we seize it). Many oil stocks discounting <$65WTI with an expected floor price of $75-$80 in 2027+
Brookside Energy Limited retweeted
Most asymmetric oil trade since the COVID lows of April 2020??? Total and complete market apathy while both Exxon and Chevron say we are IMMINENTLY facing an oil price spike/shock.
Brookside Energy Limited retweeted
Energy investors should want a deal. Let's hope the "imminent deal" headlines are actually real, unlike the now 70th time in 2 months. The induced volatility/oil price suppression via social media is paralyzing flows into the sector and I believe there is a lot of buying power waiting on the sidelines for "the deal", with investors aware of the structural bull market ahead and hoping for a buying opportunity, suggesting any dip will be sharp, shallow, and bought.
Brookside Energy Limited retweeted
$BRK Brookside Energy has now secured more than 40% of its initial strategic leasehold objective at Riverbend in Oklahoma. Current work remains focused on leasehold capture, development planning and evaluating additional acreage across the broader fairway.
@BrooksideEnergy
#ASX #Energy
Brookside Energy Limited retweeted
*Disseminated on behalf of @BrooksideEnergy (ASX: BRK)
🛢️ BRK is ramping up oil production in the U.S., and we expect record revenue this year driven by higher production and stronger oil prices amid geopolitical tensions.
💸 Its low-cost structure supports resilient profitability even if oil prices normalize.
🔎 The company is pursuing an NYSE American listing, which should broaden its investor base and improve liquidity.
💻 Subscribe to access the full report and valuable analyst insights — including our financial outlook and fair valuation analysis at researchfrc.com/plans.
❗️Limited time spring offer with code SPRING50 to get 50% off Premium Memberships.
*Based on a report dated May 4, 2026
*Past performance is not indicative of future results.
#StockMarketResearch #Investing #EquityResearch
Brookside Energy Limited retweeted
The United States' energy super power is natural gas.
@SecretaryWright: “If you look at the last 15-20 years, the fastest growing energy source in the world is natural gas. The demand for natural gas is insatiable right now.”
Brookside Energy Limited retweeted
$BRK Brookside Energy has secured more than 40% of its initial strategic leasehold objective at Riverbend in Oklahoma as it advances leasing, title review and development planning to support future reserve-definition activity.
@BrooksideEnergy
#ASX #OilAndGas #EnergyStocks
marketopen.com.au/brookside-…
Brookside Energy Limited retweeted
$BRK Brookside Energy has secured more than 40% of its initial strategic leasehold objective at Riverbend in Oklahoma as it advances leasing, title, regulatory and development planning for a future operated development pathway.
@BrooksideEnergy
#ASX #BRK #OilAndGas #Energy #AnadarkoBasin
Brookside Energy Limited retweeted
Ninepoint Energy Strategies Weekly Update: "the investment case is not that oil is going to spike to $200/bbl, it is that many oil stocks are discounting oil in the $60's and we think the new floor is $80WTI offering a meaningful rerate potential":
Brookside Energy Limited retweeted
"A lot of people on our staff want to live in Oklahoma. They choose it. They believe it's a great place for their family to live."
Thank you to Crawley Petroleum's Martha Tracey and Linda Shirley for reminding us our state is an attractive place to live, grow and thrive. ✅
Brookside Energy Limited retweeted
"Oklahoma is where we want to be investing money."
As President, CEO & Director of Ventana Exploration & Production LLC, Heather Powell has built an investment portfolio of 65,000+ net acres and 5,000+ wells across Oklahoma. She knows success is possible in the heartland. 💪
Brookside Energy Limited retweeted
$BRK Back drilling. Strong cash flow. What’s next for Brookside Energy?
Brookside Managing Director David Prentice highlights a strong set of results, with 12.5MMBOE of reserves underpinned by growing high-quality PDP and 1P components, driven by well performance rather than assumptions
With five consecutive years of positive operating cash flow and around US$100m generated, the model is clearly delivering
The company is now back drilling at SWISH with a two-well pad (Sabres and Whalers), reinforcing its repeatable development strategy, while near-term catalysts include drilling results, progress at Riverbend, and progressing the ADR listing - positioning 2026 as another key growth year!
@BrooksideEnergy
Brookside Energy Limited retweeted
An incomplete list of what "the day after" will look like and why the US/Iran "excursion" will have a lasting impact on the oil market:
🛢️the process of Strait of Hormuz normalization will be measured in months even when "peace" comes, whatever that may look like. Voyage time to get empty vessels into the Strait and then back to destination points = months. Until then, production losses (now ~11MM Bbl/d) mount, yet safety buffers like unsanctioned oil-on-water and SPR will soon be very inadequate. Physical shortages imminent.
🛢️forecasted Middle Eastern production cumulative losses ~900MM Bbls even with things normalizing in April = death of the Super Glut narrative = baseline reset for balances. Inevitable demand destruction cannot offset 11MM Bbl/d of production losses.
🛢️production coming back online will take months (Kuwait saying 3-4 months, what of Iraq?) + potential for (semi) permanent losses due to reservoir damage
🛢️expected enduring political risk premium of $10/bbl-$20/bbl with new floor price of $70-$80
🛢️what is the value of OPEC spare capacity (all 1.5MM Bbl/of it pre-war) if much of it is vulnerable to a $30,000 drone = increasing strategic value of long-dated reserves in politically stable countries with egress (🇨🇦)
🛢️we already have strategic hoarding and product export bans, expect more countries to build SPRs = future demand
🛢️still TBD damage of many refineries and infrastructure = abnormally high refining margins, plus need to replenish what was already low stock levels
Brookside Energy Limited retweeted
Energy markets just broke.
Strait of Hormuz disruption + years of underinvestment = a full-blown supply shock.
Argonaut’s Sarah Kerr says oil could hit US$200 - and ASX energy stocks may be next to rerate.
This isn’t a cycle. It’s structural.
Read more 👇
the-pick.com.au/news/energy-…
#OilMarket #OILUSD #EnergyMarkets
Brookside Energy Limited retweeted
Rat's Rant (The WrestleMania Edition)
What's Hot - $JNS, $OMA, $BRK, $BTL, $BHL & #88E
What's Doing - #49M - 49 Metals Limited (Gold IPO @ 1pm AEDT tomorrow)
Link: bit.ly/410czQW
Subscribe: eepurl.com/dAFGhL
@OmegaOilandGas
@BrooksideEnergy
@BlackHorse_ASX
@88EnergyLtd
@49Metals
